705
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2025-07-17
Why Warren Buffett Still Says “No” to Crypto
$Berkshire Hathaway(BRK.A)$ Few investors in history have wielded as much influence—and delivered as much enduring success—as Warren Buffett. As chairman and CEO of Berkshire Hathaway, Buffett has built one of the most admired and profitable conglomerates ever, thanks to his patient, value-driven investment approach. Yet even as cryptocurrencies like Bitcoin, Ethereum, and others have attracted trillions of dollars of investor capital, Buffett remains steadfast in his refusal to invest. “Bitcoin is probably rat poison squared,” he famously quipped in 2018. In 2022, he went even further, saying he wouldn’t buy all the Bitcoin in the world even if it were offered to him for $25. Why does the Oracle of Omaha continue to reject an asset class that ma
554
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2025-07-17
Is the U.S. Bond Market on the Brink of a Dangerous Debt Death Spiral?
$iShares 20+ Year Treasury Bond ETF(TLT)$ For decades, the U.S. Treasury market has been regarded as the bedrock of global finance — a safe haven in times of turmoil, and the deepest, most liquid bond market in the world. Yet in 2025, cracks are starting to appear in that seemingly unshakable foundation. With U.S. government debt climbing to historic levels, interest payments consuming an ever-larger share of federal revenue, and foreign demand for Treasuries showing signs of strain, investors and policymakers alike are beginning to ask an uncomfortable question: Is America’s bond market on the verge of a dangerous debt death spiral? This article examines the forces at play: soaring deficits, rising rates, waning foreign appetite, and the risk of a
TOPMerle Ted: TLT ain't going no where until FED announces long end stimmy which won't happen for another 20+ years. Dead money here, folks.
804
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2025-07-17
Pop Mart’s Big Gamble: New Series, Falling Stock — Is This the Bottom?
$POP MART(09992)$ Pop Mart International, the trendy Chinese designer toy maker that once rode the collectible craze to a billion-dollar valuation, is now confronting a steep decline in investor confidence. Shares have fallen significantly from their highs as macroeconomic challenges, fading hype, and intensifying competition weigh on growth. Yet even as its stock price slides, Pop Mart has announced new product series and continues to innovate its offerings to capture consumer imagination. For investors and collectors alike, the key question is whether Pop Mart’s stock has finally found a bottom — or if further downside remains ahead. This analysis explores the company’s latest performance, its product strategy, and what the road ahead may look
TOPBuying the dip could be wise, but keep an eye on that competitive landscape.
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2025-07-17
ASML Falls After Warning Growth Could Flatten in 2026
$ASML Holding NV(ASML)$ ASML Holding NV, the Dutch semiconductor equipment giant and a pivotal player in the global chip manufacturing supply chain, recently sent shockwaves through the market after issuing a cautious forecast for 2026. The company, renowned for its advanced lithography machines critical for semiconductor fabrication, signaled that its robust growth trajectory may slow or even plateau beyond 2025. This warning prompted an immediate selloff, with shares retreating amid investor concerns over the outlook for the broader semiconductor industry and ASML’s role within it. In this article, we delve deeply into ASML’s recent performance, analyze the implications of its cautious guidance, explore the drivers behind its potential growth fl
TOPBuy at this levels and hold it for a long .Asml is a gold mine
709
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2025-07-17
Tesla Bets on Model Y L in China: Can It Dethrone Local Rivals?
$Tesla Motors(TSLA)$ Tesla is once again making an aggressive push in the world’s largest electric vehicle (EV) market, unveiling the Model Y L specifically targeted at Chinese consumers. The launch comes amid intensifying competition from domestic EV manufacturers and sluggish demand growth in the premium segment. As China’s EV landscape becomes more crowded and price wars cut into margins, Tesla is betting that a localized, feature-packed Model Y L can reignite sales momentum and reclaim its crown as the EV leader in China. In this article, we assess Tesla’s strategic gamble, the challenges it faces from nimble domestic competitors, and whether the Model Y L is enough to put the company back on top. We also explore how this launch fits into Tesl
TOPI think has potential to test this next trendline around $345 this week. Just broke back over its 50 DMA.
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2025-07-17
3M Company (MMM) Continued Execution and Resilience Key To Earnings Beat
$3M(MMM)$ is expected to report its Q2 2025 earnings on or around July 18, 2025. Investors will be looking for continued execution on its strategic priorities and resilience in the face of ongoing macroeconomic shifts. Adjusted Earnings Per Share (EPS): The consensus forecast for Q2 2025 is $2.01 per share. This would represent a 4.2% increase from the $1.93 per share reported in the year-ago quarter. Revenue: The consensus estimate for Q2 2025 revenue is approximately $6.05 billion. This would be a decrease of about 2.2% from the $6.25 billion reported in the year-ago quarter, likely reflecting the impact of divestitures (like Solventum) and potentially currency headwinds. It is worth noting that 3M has a track record of beating Wall Street's bott
TOPThe new leadership at 3M has this things moving in the right direction. It’s the 3rd consecutive quarter of growth across ALL three business groups, which is historically exceptional.
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2025-07-17
$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ 💻📈🧠 TSMC Unleashed: Profit Surges 61% as AI Demand Ignites Semiconductor Supercycle 🧠📈💻 I’m tracking Taiwan Semiconductor Manufacturing Co. ($TSM) after it delivered a knockout Q2’25, blowing past analyst estimates across every meaningful line. The company’s profit surged 61% YoY, revenue climbed 44.4%, and EPS beat by 16.5%. That’s not just an earnings beat, it’s a statement of dominance during the most transformative period in chipmaking history. With 74% of wafer revenue coming from advanced nodes (7nm and below), and 60% of platform revenue tied directly to AI and high-performance
TOPSuch insightful analysis! Exciting times ahead!
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2025-07-17
Booking Holdings (BKNG) Deep Dive: Time-Until-Payback Valuation, Buyback Strategy, and Whether It’s a Buy Right Now
$Booking Holdings(BKNG)$ Booking Holdings (NASDAQ: BKNG) stands as a global powerhouse in travel technology, with brands like Booking.com, Priceline, Agoda, and Kayak defining the online travel landscape. In this deep dive, I’ll walk through my valuation of the company, its growth prospects, capital allocation discipline, and ultimately answer the pressing question: is Booking Holdings a buy, hold, or sell today? This analysis came at the request of viewers — and as always, if there’s a stock you’d like me to cover in a future breakdown, let me know in the comments or via my free Patreon. I typically review requests weekly and track tickers on a board behind the scenes. If your pick is on the list, you’ll either see it here, on the free feed, or i
TOPEarnings miss likely coming given all the strife globally.....and recession fears etc....I'll rebuy after wards assuming the value is reasonable. PE at 27 is too high for me.
538
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2025-07-17
These 5 Blue Chips Are DOWN BIG – Is it Time to Buy? (Iggy Reacts) | 🦖 #TheInvestingIguana EP981
🟩 📈 Looking for hidden gems in the Singapore stock market? Join Iggy as he dives into 5 undervalued SGX stocks you can’t ignore right now! These blue-chip companies may be down, but they’re far from out. Packed with insights and real-time analysis, this video sheds light on contrarian opportunities that could shape your next financial move. 💡 From Genting Singapore’s tourism rebound potential to Yangzijiang Shipbuilding’s massive order book, and MapleTree Logistics Trust’s strategic repositioning, we’re covering it all. Wilmar International and Frasers Logistics & Commercial Trust round out the list with surprising growth stories hidden beneath the headlines. Whether you're looking to sharpen your investment decisions or understand broader economic strategies, this video is your guide.
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2025-07-14
Why I’m Most Bullish on Citibank 🏦
$Citigroup(C)$ ⸻ 💼 Q2 Earnings Season: Six Big Banks Test the Market— ⸻ 📊 Earnings Overview & Macro Setup Q2 2025 earnings are upon us, featuring JPMorgan, Citi, Wells Fargo, Goldman Sachs, Bank of America, and Morgan Stanley. After strong Q1 results, analysts lowered Q2 estimates—setting up a likely beat dynamic. Yet with rising defaults and fading net-interest-margin tailwinds, success hinges on strength in fee-driven businesses and credit resilience. ⸻ ⬇️ Why Lower Rates Could Be Better for Banks • Lower rates can reduce credit risk, easing defaults. • Mortgage origination and credit-card usage typically pick up. • Falling rates often buoy equity and wealth markets—boosting bank fee income. • Bottom line: net interest income may dip slig
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2025-07-17
$SINO OIL & GAS(00702)$ 's turning point is here! With policy tailwinds and infrastructure stimulus, this building materials leader is just starting its re-rating story. Don't miss the boat!
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2025-07-17
$FIT HON TENG(06088)$ on fire! Perfectly positioned in consumer electronics recovery and EV connectors. This Apple supply chain leader keeps delivering. May all investors ride this wave to steady profits!
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2025-07-17
$INNOVENT BIO(01801)$ Innovent delivering goods! Biotech innovation always pays off - their PD-1 global strategy and bispecific pipeline are firing on all cylinders. Wishing fellow investors steady gains in this pharma goldmine!
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2025-07-17
$SANHUA(02050)$ Capitalizing on its HVAC component supremacy, Sanhua is aggressively diversifying into NEV and robotics sectors, demonstrating impressive technological scalability that appeals to value-oriented investors.
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2025-07-17
$MEITUAN-W(03690)$ proving its strength again! The market finally recognizes the long-term value in community commerce and local services. My thesis holds—tech giants' ecosystem advantage is unstoppable. Holding for the digital life boom!
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2025-07-17
$BABA-W(09988)$ While the market focuses on short-term gains in food delivery, Alibaba's true value lies elsewhere. Patience pays off—price will eventually reflect worth, rewarding those with vision.
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2025-07-17
$Coinbase Global, Inc.(COIN)$ Currently, the two main themes in the US stock market are artificial intelligence and cryptocurrency, both representing the future’s hope and direction. As I mentioned before, if the US elevates cryptocurrency to a national strategy, it’s only a matter of time before USDC surpasses USDT in scale.
TOPThis happen because of trump , without trump nothing special about coinbase
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2025-07-17
$Strategy(MSTR)$ delivered steady gains today—happy with the small win! Capitalizing on market moves is always rewarding. Staying patient and sticking to the strategy for the next opportunity.
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2025-07-17
$Tesla Motors(TSLA)$ Made a modest gain on Tesla this time. The increase isn’t huge, but it’s steady. I believe in its long-term potential in EV and clean energy sectors, with many opportunities ahead. Planning to hold on and stay patient.
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2025-07-17
$Tempus AI(TEM)$ The AI healthcare sector in US stocks has started to heat up, with a strong volume surge and significant price gains. After a long quiet period, this first clear volume breakout reflects growing market confidence and optimism in this field.