1.31K
·
2025-07-16
Netflix’s Q2 Showdown: Blockbuster Earnings or Stock Split Surprise?
Netflix ( $Netflix(NFLX)$ ) is stealing the spotlight as it prepares to unveil its Q2 2025 earnings on July 17, 2025, with investors eyeing both its financial performance and whispers of a potential stock split. The streaming giant’s stock has soared 40% year-to-date to $1,275, nearly doubling over the past 12 months, driven by price hikes, ad-tier growth, and a robust content slate. With consensus estimates projecting $11 billion in revenue and $7.06 EPS, the stakes are high. Can Netflix deliver a blockbuster beat, or will its history of uneven Q2 results and lofty valuation trigger a pullback? And with shares trading near all-time highs, is a stock split on the horizon to lure retail investors? This report dives into Netflix’s earnings outlook,
808
·
2025-07-16
I believe CapitaLand Integrated Commercial Trust and Keppel DC REIT still have growth potential in the second half of 2025. CICT benefits from strong retail and office recovery with key assets like ION Orchard, while Keppel DC REIT rides on digitalisation trends, supported by stable long-term leases in the data centre space. Despite institutional selling, I side with retail investors who have been steadily buying. The steady inflows reflect confidence in S-REITs' resilience and dividend yields. It is also telling that some REITs, like CICT and Parkway Life, attracted net institutional inflows, hinting at selective institutional support. S-REITs may not match equities in growth, but their stability and income appeal are strong. I allocate about 20 to 25 percent of my portfolio to REITs for
3.11K
·
2025-07-16
I believe AMD and Broadcom still have room to run, even as Nvidia leads the rally. AMD's recent surge, upcoming AI event, and stock buyback show renewed investor confidence. With a potential Golden Cross forming, the momentum is strong. While it still trails Nvidia in some areas, AMD is gaining ground as AI demand expands beyond just GPUs. Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation. Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and
5.19K
·
2025-07-16
META Retests All-Time High with Bearish Divergence – What Traders Should Watch
$Meta Platforms, Inc.(META)$ Weekly Chart- Bearish Divergence Forming META is approaching a resistance zone near previous highs. However, RSI shows bearish divergence – while price retests highs, RSI forms lower highs. This suggests slowing momentum, and traders should watch for potential pullback or consolidation. Bearish Scenario: If META breaks below the immediate support at 708, it may trigger short-term downside pressure. Daily Short DLCs (e.g. $META 3xShortSG261006(USFW.SI)$ ) will benefit from price trading lower. Bullish Scenario: If META breaks above its all-time high (~$730–$740) with strong volume, it may resume its uptrend. Daily Long DLCs (e.g. $ME
1.76K
·
2025-07-17
$SPDR Gold Shares(GLD)$ $iShares Russell 2000 ETF(IWM)$ $ARK Innovation ETF(ARKK)$ 🔥🧠📉 What Happens If Powell Gets Pulled? The Market’s Fragile Illusion 📉🧠🔥 What would markets do if the Fed Chair were suddenly removed? Forget earnings for a moment, this week’s macro chaos is rewriting the market’s script in real time. Donald Trump just detonated a political grenade in markets, publicly ranting against Jerome Powell while seemingly forgetting he appointed him. Then, in an even more surreal twist, Rep. Anna Paulina Luna declared on record: “Firing is imminent.” Wall Street blinked, CNBC anchors scrambled, and JPMorgan CEO Jamie Dimon issued a quiet warning: “The inde
TOPTui Jude: ⚖️This feels like 2018 but on steroids. The market’s brushing off the Fed succession risk, but you’re right to bring up Hassett and Bessent. $ARKK getting caught in the crossfire isn’t just technical, it’s structural rotation away from story stocks.
666
·
2025-07-17
$Coinbase Global, Inc.(COIN)$ $CME Bitcoin - main 2507(BTCmain)$ $Strategy(MSTR)$ 🚀🔥🧠 COIN Smashes $404.89 ALL timeHigh as Crypto Laws Advance, Momentum or Mania? 🧠🔥🚀 COIN isn’t just climbing, it’s charging through resistance with institutional intent. This week’s breakout above its 52-week high wasn’t just a chart event, it’s a macro inflection. And the timing couldn’t be more calculated. 📜 House Pushes Through Landmark Crypto Legislation 🚨📰🗞️ IN-JUST-IN: The U.S. House has voted to advance three transformative crypto bills: • The GENIUS Act: Stablecoin frameworks gain regulatory clarity • The CLARITY Act:
TOPYou’ve nailed the macro-technical intersection here. That legislative momentum from the House changes the whole institutional access narrative. If BTC keeps tracking to $128K, COIN’s valuation ceiling gets pulled higher. Also love the Deribit angle!
4.75K
·
2025-07-17
$Circle Internet Corp.(CRCL)$ $Strategy(MSTR)$ $Coinbase Global, Inc.(COIN)$ 🚨📊🟢 Circle’s $236 Revolution: Crypto’s Crown Jewel or a Premature Surge? 🟢📊🚨 Momentum’s building. Regulation’s shifting. And Circle’s chart just detonated a 21% intraday rip. 🚨📰🗞️ The GENIUS Act has passed, and $CRCL is no longer a quiet spec play. It’s an institutional on-chain bank candidate, armed with OCC ambitions, crypto legislation tailwinds, and options flow that’s lighting up like a Wall Street Christmas tree. Let’s break it down before the floor votes reshape the entire digital asset landscape. 📜 GENIUS Act: Game-Changer or Just Chapter One? The U.S. House just advanced H. Res.
TOPIncredible breakdown. The legislative timing lined up almost too perfectly with the volume spike on $CRCL. What stood out most was the clean structural breakout above $225. That kind of move, with that kind of flow, makes it hard to fade. $MSTR might move on this narrative too, but Circle’s got the real rails.
2.02K
·
2025-07-17
$Palantir Technologies Inc.(PLTR)$ $GraniteShares 2x Long PLTR Daily ETF(PTIR)$ $Direxion Daily PLTR Bear 1X Shares(PLTD)$ 🐂🚀📊 $PLTR vs the Doubters: When Palantir Rips, It Rips Hard 📊🚀🔥 Two tickers just launched. One of them is rewriting AI infrastructure, and the other is strapping rocket fuel to its moves. $PLTR just broke to a fresh 52-week high, while $PTIR ripped to an all-time high of $23.49. But this isn’t a retail squeeze or fleeting hype. It’s institutional money hitting the tape with purpose, and technical structures breaking free from years of compression. 💥 Deep-Pocketed Flow Is Flooding In Across a 6-minute window, a cluster of sweeps
TOPYou’ve framed this perfectly. When the inverse ETF collapses and there’s zero put flow, the story’s shifting fast. Loved that you called out the pitchfork structure from Feb—textbook breakout. I think $PLTR’s setup right now reminds me of $NVDA around $180 back in 2023. Everyone doubted it till it left them behind.
824
·
2025-07-17
$Palantir Technologies Inc.(PLTR)$ $Direxion Daily PLTR Bull 2X Shares(PLTU)$ $Leverage Shares 2X Long PLTR Daily ETF(PLTG)$ 🧠💰🔥$6.3M Bet Against the Downside: Is $PLTR Gearing Up for a Moonshot?🔥💰🧠 A massive $6.3M in $PLTR 150 puts was just sold into strength, right as Palantir flirts with all-time highs. That’s not protection, that’s a vote of confidence. The kind you don’t make lightly at this altitude! Smart money seems to be betting this AI train isn’t slowing down anytime soon. With Palantir’s recent government contract surge, commercial ramp, and the latest $1B+ dealflow chatter, the runway to $200 suddenly looks less like fantasy and more like forecast. W
TOPWhat a breakdown, Barcode. That clustered sweep action on the Nov $35s caught my attention too.
558
·
2025-07-17
SharpLink Gaming (SBET): From Core Business Struggles to an ETH Investment Breakthrough
SharpLink Gaming (SBET) has emerged as a focal point in the global financial markets. This small-cap company has transitioned from the challenges of its traditional online sports betting and iGaming performance marketing business to a bold Ethereum (ETH) investment strategy, driving its stock price up nearly sixfold since May 2025. With a post-market price of $37.38, reflecting a 29.03% gain, this article delves into its fundamental, news-driven, and technical aspects to uncover the opportunities and risks ahead. Fundamental Analysis: Weak Core Business, ETH as a Game-Changer SharpLink Gaming, a small-cap firm with a $232 million market cap, specializes in performance marketing for sports betting and iGaming operators. However, its core business struggled in 2024, with revenue dropping 26.
3.26K
·
2025-07-17
Analysis of $ASML Holding NV(ASML)$ ASML and $Taiwan Semiconductor Manufacturing(TSM)$ TSMC: Navigating Cautious Guidance and Growth Potential As of 11:00 AM NZST on Thursday, July 17, 2025, the discussion around ASML and TSMC, highlighted in this X post, raises intriguing questions about semiconductor industry dynamics. Here’s my take on the situation, based on the provided information and broader context, without real-time web searches. ASML’s Performance and Cautious Outlook ASML, a leading provider of photolithography equipment critical for chip manufacturing, reported strong Q2 results with total revenue of €7.7 billion and a net profit of €2.3 billion—both at the upper end of its guidance range. The
3.42K
·
2025-07-17
Perspective on AMD’s Rise and Chip Stock Investment Opportunities $Advanced Micro Devices(AMD)$ AMD’s Strong Performance AMD’s stock surged 6% following the announcement of restarting MI308 chip sales to China after a U.S. review. This move highlights AMD’s competitive edge in the AI and data center markets, potentially easing prior pressures from U.S. export restrictions. It positions AMD as a viable contender to fill the investment gap left by Nvidia’s market dominance, especially for those who missed Nvidia’s rally. Broadcom’s Breakthrough and the Chip Stock Rally Broadcom hit a new high with its Tomahawk Ultra chip, challenging Nvidia and further fueling the chip stock rally. Nvidia’s boom has led the sector, with surging AI demand boosting com
715
·
2025-07-17
American Express (AXP) Premium Customer Case and Strategic Could Drive Performance In Earnings
$American Express(AXP)$ is scheduled to deliver its earning result for fiscal Q2 2025 on 18 July before the market open. Earnings Per Share (EPS): consensus EPS forecasts is expected to be around $3.86–$3.87. Revenue: consensus estimate for revenues is approximately $17.69 billion, representing healthy year-over-year increases at ~$17.7B (+8% YoY) American Express (AXP) delivered strong results in fiscal Q1 2025, beating analyst expectations for earnings per share (EPS) while revenue aligned with forecasts. The company also maintained its full-year 2025 guidance, indicating confidence in its continued performance. American Express (AXP) Fiscal Q1 2025 Earnings Summary: Revenue: $17.0 billion, up 7% year-over-year (8% on an FX-adjusted basis, or 9%
812
·
2025-07-17
Cautious Gains as Fed Uncertainty Eases
Market Overview Global markets ended mixed on July 16, 2025, with US equities posting modest gains after President Trump denied plans to fire Federal Reserve Chair Jerome Powell. This reassurance helped stabilize investor sentiment, though European and Asian markets remained subdued amid lingering uncertainty over central bank policy and economic stimulus prospects. US Market: Relief Rally on Fed Stability US stocks closed higher as markets welcomed President Trump's denial of any intent to remove Fed Chair Powell. The Dow Jones Industrial Average $DJIA(.DJI)$
</
3.64K
·
2025-07-17
🔥 Retail Investors Are Loading Up 💸, Institutions Are Exiting 📤—Is This the Last Great REIT Rally or a Trap in Disguise? Over SGD 400 million of retail buying has poured into Singapore REITs just this month… while institutional investors quietly offloaded nearly SGD 500 million. That’s not just a flow mismatch — that’s a full-on sentiment split. And it’s happening right as multiple S-REITs are punching through 52-week highs. So here’s the million-dollar question: are we witnessing the return of the dividend king — or walking into a well-camouflaged value trap? 🏢 S-REITs Soaring – But Why? It’s impossible to miss the REIT rebound if you’ve opened your SGX watchlist lately. From commercial to logistics to hospitality REITs, names across the board are breaking out. Retail investors are chasin
664
·
2025-07-17
The Robotics Revolution: Betting on Bots with Serve’s Risky Delivery
The next mile is autonomous If there's one thing investors love more than AI, it's AI on wheels. Enter Serve Robotics, a pint-sized disruptor that's driving into the chaos of urban logistics with its autonomous delivery robots. While $Serve Robotics Inc.(SERV)$ isn’t exactly a household name—unless you live in a tech-forward neighbourhood lucky enough to see one of their charming bots trundling along the pavement—it’s quickly gaining attention from markets, institutions, and yes, even $NVIDIA(NVDA)$. But with a 354% stock rally over the past year and a rollercoaster 52-week range from $2.28 to $24.35, the real question is: can Serve Robotics deliver more than just tacos? Serve’s bots aren’t cute. They’re
526
·
2025-07-17
🚀 Big green open for Wall Street 🌿 — will the rally hold into the close? S&P futures ticked higher this morning as investors cheered a fresh wave of earnings beats and soft inflation chatter. With AI names bouncing, REITs recovering, and crypto turning heads again, it’s shaping up to be another action-packed session. Here’s what I’m eyeing 👇 📊 What’s Moving the Market? Cooling inflation remains the main tailwind. June’s CPI print came in at a 5-year low, giving bulls a reason to double down on rate-cut trades. Investors are also parsing through the latest bank earnings — JPMorgan and Morgan Stanley both impressed, but guidance remains cautious. In Asia, China’s GDP miss initially spooked markets, but chatter around new stimulus measures helped regional indexes recover. Meanwhile, oil p
2.99K
·
2025-07-17
🔥 Alibaba rockets +8% 🚀 on AI hype—flash in the pan or comeback signal? $Alibaba(BABA)$ surged after Nvidia’s AI update reignited interest in Chinese tech names, with retail traders piling into the bounce. Social feeds lit up as AI bulls rotated back into large-cap laggards. But here’s the real question: Is Alibaba finally waking up from its slump—or is this just another false start? 👀 📦 What’s Behind the Move The immediate spark came from Nvidia’s fresh AI announcements and a surge in enthusiasm for enterprise adoption across Asia. Chinese tech stocks rallied in sympathy, but Alibaba stood out with its +8% jump. Part of the optimism stems from Alibaba’s steady push into AI—via its Tongyi Qianwen model, deepening cloud-AI integrat
878
·
2025-07-17
Tesla Earnings Preview: Should You Buy Before the Numbers — Or At All?
$Tesla Motors(TSLA)$ Tesla Inc. is set to release its second-quarter earnings after the market closes on July 23, 2025, and investors are grappling with a familiar question: Is now the right time to buy Tesla stock — before earnings, after earnings, or perhaps not at all? This quarter’s results come at a critical juncture for the electric vehicle (EV) pioneer, which is navigating slowing demand, competitive headwinds, and strategic pivots toward autonomy, energy storage, and artificial intelligence. Over the past year, Tesla’s narrative has shifted from relentless growth to painful contraction, forcing investors to reassess what they’re really buying: a car company, a technology leader, or a dream of a self-driving future. In this article, we’ll e
TOPNot a fan of TSLA, TSLA is selling a dream rather than a car, my POV, but it does have a strong balance sheet and innovative tech.
1.64K
·
2025-07-17
I've been keeping an eye on the recent buzz around CoreWeave $CoreWeave, Inc.(CRWV)$ and Navitas $Navitas Semiconductor Corp(NVTS)$ , especially with their stock jumping 6%. The question about whether I'm in on the Nvidia trade is an interesting one. I have to admit, I don't currently hold shares in either CoreWeave or Navitas, but they are definitely on my watchlist. The excitement around their performance and the Nvidia connection has caught my attention, and I'm considering my options. I chose NBIS $NEBIUS(NBIS)$ as part of my investment strategy because it aligns well with my interest in the Nvidia ecosystem, which continues to dominat