$NEBIUS(NBIS)$ actually bought alot at 54 and 52 mark before the stocked crash along with coreweave , happy to hear that this stock recently got the Goldman sac buy rating at target price 62 , will hold off dca till it hits that mark... Didn't invest in coreweave as it has alot of debt will this doest ... High risk high reward I guess
I recently came across the news about Singapore's NTT DC REIT USD $NTT DC REIT USD(NTDU.SI)$ , a data centre real estate investment trust, which had a lacklustre market debut on Monday after raising 773 million dollars in the city-state's biggest IPO in four years. I find it interesting that despite the significant capital raised, the initial market response was not as enthusiastic as one might expect. This makes me curious about the factors influencing investor sentiment towards this particular REIT. I learned that NTT DC REIT, backed primarily by NTT Ltd, which is part of the Japanese telecommunications giant Nippon Telegraph and Telephone Corp, manages six data centres across Austria, Singapore, and the United States, with a total valu
🎉26 $10B+ US Stocks Hit New Highs: PLTR, RTX, BLK Lead & Uptrend Drivers
As of Monday's market close, $Dow Jones(.DJI)$ gained 0.20%, $S&P 500(.SPX)$ increased 0.14%, and $NASDAQ(.IXIC)$ gained 0.27%, showed minor gains of the market. Data from TradingView shows that 26 companies with a market cap of over $10 billion have reached new highs.Trade Policy Developments: Trump announced a 30% tariff on the EU and Mexico, effective August 1. The EU stated it will delay countermeasures until early August while seeking negotiations. The U.S. also imposed a 17.09% anti-dumping duty on Mexican tomatoes, which may contribute to rising food inflation. Trump threatened to impose "severe tariffs" on Russia if no peace deal is reached within 50
Bitcoin, the world's largest cryptocurrency, crossed the $123,000 mark for the first time on Monday, driven by the Trump administration's friendly policies and big money allocations. BlackRock's Bitcoin Spot ETF is moving towards a $100 billion scale.With stablecoin legislation on the verge of passage, U.S. House Republicans announced "Cryptocurrency Week". In the latest move to deregulate, U.S. officials on Monday released new guidance on how banks can provide custody services related to digital asset classes.The squeeze on Bitcoin shorts wiped out billions of dollars in bearish bets, which in part helped Bitcoin rebound by about 15% over the past week.This is in stark contrast to what was happening some time ago. For months, Bitcoin has remained within a narrow range of volatility, as in
NTT DC REIT IPO: SGX Debut Summary (July 14, 2025)
Honored to be invited as a guest to witness the NTT DC REIT IPO debut on SGX today. It was a great pleasure meeting many VIPs and key figures at SGX. Excited to see such a landmark listing and the bright future ahead for data centre REITs! Key Highlights Largest REIT IPO on SGX in a Decade: $NTT DC REIT USD(NTDU.SI)$, a data centre-focused real estate investment trust sponsored by NTT Group, debuted on the Singapore Exchange (SGX) today, marking the largest REIT listing on the exchange in ten years. IPO Details: Offer Price: US$1.00 per unit Total Funds Raised: US$773 million Units Offered: About 600 million units (569.9 million via international placement, 30 million via Singapore public offer at S$1.276 per unit). Market Capitalisation at Lis
Record Low CPI? Why I’m Rotating Out of Walmart and Into Tariff-Free Growth Plays Like Netflix, Palantir, Royal Caribbean & McDonald’s 🚀
📉 ⸻ 🧊 CPI at Multi-Year Lows: A Trigger for Repricing June’s Consumer Price Index (CPI) is forecasted to come in at 2.33%, potentially marking the lowest inflation reading since January 2019’s 1.97%. This cool-down comes at a pivotal time as markets are already pricing in one to two Federal Reserve rate cuts before year-end. Lower inflation removes pressure on the Fed and opens the door for a more accommodative policy stance, giving growth stocks a tailwind—particularly those with global reach and minimal tariff exposure. ⸻ 🛒 Why I’m Avoiding Tariff-Sensitive Staples Like Walmart Walmart may seem like a stable pick, but in today’s macro backdrop, I’m cautious. As a major importer of goods, Walmart is exposed to tariff risks, especially with U.S.-China tensions back in the headlines. While
Nebius Rising: Why This Neocloud Underdog Could Challenge the Titans
Building cloud for a divided world Sovereign clouds don’t scale globally. They deploy geopolitically Nebius isn’t trying to outspend AWS or out-engineer $Microsoft(MSFT)$. It’s doing something far more interesting—building sovereign-ready AI infrastructure for jurisdictions that don’t trust American tech monopolies. That positioning might sound niche, but I’d argue it’s increasingly central to how AI infrastructure is unfolding across the globe. From Abu Dhabi to Warsaw to Jakarta, data sovereignty is no longer a regulatory afterthought—it’s a dealbreaker. And Nebius is one of the few cloud operators designed from the ground up to navigate that fragmentation, not fight it. Its architecture is modular, its deployments are localised, and its infrast
$AMC Entertainment(AMC)$ AMC Entertainment Holdings (NYSE: AMC) has once again demonstrated why it is one of the most polarizing stocks on Wall Street. After tumbling nearly 99% from its meme-stock mania highs in 2021, the beleaguered theater chain staged a dramatic, unexpected rally this summer—more than tripling in a matter of days before settling back. For investors, the question now looms large: is this just another speculative spike, or is AMC’s resurgence signaling a true turnaround? The company, long hailed as a symbol of the retail investor rebellion against institutional short-sellers, has faced the stark realities of declining box office attendance, massive debt, and the fading allure of meme stocks. Yet despite these headwinds—and perhap
Daily Charts - NVDA market cap is now 3.6% of Global GDP
1.Nvidia $NVIDIA(NVDA)$ market cap is now 3.6% of Global GDP. That's more than the UK, France, and Germany. Insane! 🤯Image2.Bitcoin hits $122,000 for the first time in history 📈📈Image3.Wealthy Investors now have 64% of total assets allocated to equities, the most since March 2022 🚨🚨Image4.Warren Buffett now owns an astonishing 5.1% of the entire U.S. Treasury Bill Market 🚨🚨🚨ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Tele
GoldNuggets Digest: silver price breakout, precious metal prices, silver price historical perspective, Europe defense spending, gold vs other commodities...Silver BreakoutAt the time of writing silver $Silver - main 2509(SImain)$ is soaring and is within inches of taking out the $40-level. If I had to guess, given the strong momentum on display here and compelling looking breakout, it probably does get a 40-handle soon (albeit do note that sentiment is getting hot). Precious Metal PricesAnd to zoom out a little, here’s some interesting context on catch-up potential for silver (and Platinum; which is also surging). With gold $Gold - main 2508(GCmain)$ stalling out, I think it’s fair to say the comm
Earnings season begins this week, with major banks such as $Citigroup(C)$$Bank of America(BAC)$ and U.S. Bancorp reporting, along with $Netflix(NFLX)$$3M(MMM)$$ASML Holding NV(ASML)$. By the end of the week, we should have a feel for how the season will trend from a macro perspective.GuidanceIn Q1 2025, the trend was guidance uncertainty. Tariffs had just been announced, and no one knew what was next. We’ve had three months to digest potential tariffs and the up and down policies at play, so what do companies see for the rest of 2025?I’m expecting many companies to reinstate guida
1.Best Investment?60% of Americans see Real Estate + Gold $Gold - main 2508(GCmain)$ as the Best long-term investments...Stocks only come in at no.3 (just 16% see stocks as the best long-term investment) -- and cash-in-the-bank is not far behind at 13%.Meanwhile, ranked last?Crypto & Bonds 🤔Image2.Emerging Markets are at a turning point...EM stocks are:-cheap vs history-cheap vs developed-stretched vs trend/cycle-underallocated +underrepresentedImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free tra
Decline In Fees and Outlook To Watch For Morgan Stanley (MS) Earnings
$Morgan Stanley(MS)$ is scheduled to announce its fiscal Q2 2025 earnings on Wednesday, 16 July 2025, before the opening bell. Earnings per Share (EPS): Analysts expect Morgan Stanley to report an EPS of $1.93, representing a year-over-year increase of 6%. However, there has been a slight downward revision of 0.7% in the consensus EPS estimate over the last 30 days. Tipranks expected the earnings per share (EPS) to come in at $1.98. Revenues: Total revenues are projected to reach $15.92 billion, also indicating a 6% increase from the year-ago quarter. Segment-Specific Projections Investment Management Net Revenues: Expected to be around $1.52 billion, a 9.5% year-over-year increase. Institutional Securities Net Revenues: Forecasted at $7.43 billion,
UBER: From Cash Burning Disruptor to Profitable Platform
$Uber(UBER)$ operates as a global mobility platform, connecting over 100 million monthly customers with its core services in Mobility, Delivery, and Freight. The company's expansive network covers 63 countries, with a presence in more than 750 ridesharing markets and over 500 markets for its Eats delivery service. Underscoring its significant international footprint, nearly half of Uber's Core Platform Revenue is generated outside of the United States.Balancing Profitability with the Road to an Autonomous FutureUber Technologies has crossed a pivotal threshold, transforming from a disruptive, cash-burning growth story into a profitable global platform generating substantial free cash flow. The company's network effect continues to strengthen, driv