To The Moon

$Netflix(NFLX)$ When Netflix Inc. reports its latest quarterly earnings later this week, investors will scrutinize more than just subscriber additions and revenue growth. After a remarkable rally that pushed its stock price above $700 earlier this year — and a steady climb since — speculation has grown that Netflix management could announce a stock split alongside earnings results. The streaming giant last split its stock nearly a decade ago, when it executed a 7-for-1 split in July 2015 as the share price crossed $700. Now, with its stock having regained that lofty level after years of volatility, some investors are asking: Is Netflix ready for another split? And more importantly, do its fundamentals justify continued optimism? This article exami

Singapore’s REIT market is on fire, with top performers like Frasers Hospitality Trust, CapitaLand Integrated Commercial Trust, and First REIT hitting 52-week highs in H1 2025. Retail investors poured SGD 400 million into S-REITs as of June 26, 2025, drawn by juicy dividend yields, while institutions sold off SGD 500 million, wary of high valuations and interest rate risks. With the iEdge S-REIT Leaders Index up 11.7% since April, the question looms: Are these high-flying S-REITs dividend kings poised for more gains in H2 2025, or are they value traps waiting to trip investors? This report dives into their performance, growth prospects, investor dynamics, and strategic investment approaches to capitalize on this rally while managing risks. S-REITs’ H1 2025 Performance: A Resilient Rally Th

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ The semiconductor sector is at a crossroads as ASML’s Q2 2025 earnings, reported on July 16, 2025, delivered a solid beat but a cautious 2026 outlook, sending its stock tumbling 7%. Meanwhile, TSMC’s Q2 earnings, due July 17, 2025, are poised to capitalize on a 39% year-over-year sales surge, fueled by the AI chip boom. With TSMC expected to post a 60% EPS increase and a $114 billion full-year revenue forecast, investors are buzzing: Can TSMC deliver a blockbuster beat and stronger guidance to lift the sector, or will ASML’s caution signal broader headwinds? This report dives into ASML’s stumble, TSMC’s potential, and strategic investment ap

The rare earths sector is electrified as MP Materials (MP) stock soared 20% to ~$60 after Apple (AAPL) announced a $500 million investment to secure U.S.-made rare earth magnets, a critical move to bolster domestic supply chains. Meanwhile, President Trump’s $70 billion investment in AI and energy sectors, unveiled on July 15, 2025, has ignited power and energy stocks like OKLO and SMR, which jumped 11%. With the U.S. pushing for technological and energy independence, investors are torn: Are rare earths like MP Materials the high-octane trade, or do power and energy stocks offer a safer bet? This report dives into MP’s rally, Trump’s bold plan, and whether rare earths or power and energy will lead the charge in this dynamic market. MP Materials’ Apple Boost: A Game-Changer MP Materials, th