2.70K
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2025-07-31
🚨 ALGN CRASH: 35% Plunge! Invisalign’s ASP Collapse Exposes Pricing War Wounds
Invisalign's parent company $Align Technology(ALGN)$ Falling revenues and EPS misses, along with guidance cuts, put short-term pressure on the stock, which plunged 35% after hours.While Invisalign remains competitive with over 90% market share and continued innovation (e.g., iTero Lumina and Palate Expansion System), the company has also undertaken a program of investment and restructuring in the digital dentistry space that opens new doors for its long-term transformation.Performance and market feedbackTotal Revenue Misses EstimatesTotal revenue for the second quarter of 2025 was $1,012.4 million, down 1.6% year-over-year ($1,029.0 million in Q2 2024) and below analysts' expectations of $1,059.3 million, but up 3.4% sequentially ($979.3 million i
TOPVenus Reade: A good ER let ALGN to drop in such a way, but I will still wait for another couples of days until it is stabilized.
13.79K
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2025-07-31
Strong Quarter for Keppel and Its REITs: Are You Holding Any?
Keppel group delivers strong results this earnings season — except for $KepPacOakReitUSD(CMOU.SI)$ , which has fallen for three straight days. $Keppel(BN4.SI)$ rises 3.67% to close at S$8.48, bringing its ytd gain to 27.63%.The company reported a net profit of S$431 million, up 25% year-on-year.Adjusted net profit came in at S$431 million, a 25% increase driven by stable and strong performance in the infrastructure and real estate segments.Recurring income rose 7% to S$444 million, indicating a more stable profit structure.Year-to-date, Keppel has completed about S$915 million in asset divestments, with another S$500 million expected by year-end.The interim dividend was maintained at 15 cents per sha
TOPKeppel’s solid earnings, with a 25% rise in net profit and steady recurring income growth, reinforce my confidence in its long-term prospects. The S$500 million share buyback plan and maintained dividend show strong capital management, making it an attractive hold for both growth and income. Its 27.63% YTD gain also reflects strong investor confidence. Despite CMOU.SI’s recent dip, I see it as a potential bargain within the Keppel group. The weakness may be sentiment-driven, and I’m watching for signs of recovery or value re-rating as market conditions shift. If fundamentals remain stable, this pullback could present a good entry point for long-term investors. Keppel’s strategy of divesting lower-yield assets while growing infrastructure and data segments looks sustainable. It allows for capital recycling without hurting recurring income, supporting long-term value creation. I’ll continue to hold and monitor for further upside. @Tiger_SG @TigerStars @Tiger_comments
1.12K
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2025-07-30
$Figma(FIG)$ $CoreWeave, Inc.(CRWV)$ 📊💥 Figma vs CoreWeave: The $Billion IPO Face-Off That Will Define Tech’s Next Decade 🔥🧠 2025’s two biggest IPOs aren’t just capital events - they’re a referendum on how tech evolves: Figma ($FIG): AI-native, platform-first, profitable. CoreWeave ($CRWV): AI infra reseller, Nvidia-backed, CapEx-intensive. Who wins when the hype fades? Let’s get surgical. 🧠 Business Model Breakdown Figma builds the OS of creation - AI tools (Make, Dev Mode, Sites, Buzz) fuse design and dev. Two-thirds of its 13M MAUs (up 20% in 2025) aren’t designers. Dev Mode’s real-time AI outpaces Adobe’s Firefly June update with live autocompletion and preview. CoreWeave sells AI compute access, leasi
1.41K
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2025-07-31
XXRP ETF – 1-Month RS Leader Among the Top 3 Crypto/USD Pairs
$Teucrium 2x Long Daily XRP ETF(XXRP)$ ETF (1.25x XRPUSD) – 1-Month RS Leader Among the Top 3 Crypto/USD PairsWhile I’ve been sharing my rationale, discussions, and poll around taking $iShares Ethereum Trust ETF(ETHA)$ over BTCUSD ETF with entry on July 9 (still my largest MTD position), XXRP surfaced in today’s ETF scan after a notable spike in share volume over the last two weeks, meeting my 1M volume threshold on tradingview. A quick review shows that spot XRPUSD currently has the strongest 1-month volatility adjusted rs among the three major crypto pairs since their July 9 breakout. If the current higher low base holds and price action continues to tighten, allowing the 50-MA to catch up, this setup c
800
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2025-07-31
Daily Charts - S&P 500 reaches its 3rd most expensive valuation in history
1.S&P 500 $S&P 500(.SPX)$ reaches its 3rd most expensive valuation in history according to the Shiller CAPE Ratio 🚨🚨🚨Image2.U.S. Net Interest Payments are expected to surpass 5% of GDP by 2050 🚨🤯Image3.The percentage of global stocks trading above 10x EV/Sales has reached the highest level in history, surpassing both the Dot Com Bubble and the 2021 meme mania 🚨🚨🚨Image4.Hedge Funds are now MAX LONG Semiconductor Stocks 🚨🚨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.
1.22K
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2025-07-31
Hot Stock Charts - QCOM, MSFT, META & NVDA
1. $Qualcomm(QCOM)$ Qualcomm earnings today! Facing smartphone headwinds but pushing AI. Capitalize on expected volatility with Direxion's Leveraged & Inverse ETFs $Direxion Daily QCOM Bull 2X Shares(QCMU)$ for 2X Bull, $Direxion Daily QCOM Bear 1X Shares(QCMD)$ for 1X Bear. Get ready to trade the report! 2. $Microsoft(MSFT)$ Holy Microsoft - God Candle 📈📈Image3. $Meta Platforms, Inc.(META)$ META Kaboom 🧨🚀Image4. $NVIDIA(NVDA)$ Nvidia reaches a valuation of $4.49 Trillion after jumping to a new all-time high of $184.08 during extend
2.52K
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2025-07-31
Hot Stock Updates - AMZN, OKLO, CRWV & NVDA
1. $Amazon.com(AMZN)$ AMZN earnings are today.Would I buy before the bell?Watch Out first, before you risk your money.2. $Oklo Inc.(OKLO)$ OKLO time to be a buyer was back in April. If I was in I’d let this continue to expand until the Weekly BX flips 🔴Image3. $CoreWeave, Inc.(CRWV)$ No need to rush CRWV. Let it bleed into the discount zone. That’s where the edge is.Image4. $NVIDIA(NVDA)$ NVDA Monthly BX just flipped 🟢Last 3 times this happened:→ +1000% from Sept 2015 to May 2018→ +400% from Oct 2019 to Feb 2022→ +500% from Feb 2023 to Feb 2025New signal just printed.Will history repeat?Image For whom haven't open CBA ca
664
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2025-07-31
MSFT earnings = BEAST MODE
$Microsoft(MSFT)$ earnings drop after the bell. 🔔+45% since our Smart Money Zone in April. 🟣Is there more room to run, or does the rally end today?MSFT earnings = BEAST MODE.🔥 Cloud revenue up 27% YoY💻 Microsoft 365 up 16–21%🎮 Xbox services +13%💼 LinkedIn revenue +9%💰 Returned $9.4B to shareholders📊 Azure hit $75B — up 34%Strong across the board.MSFT just dropped a +34% jump in Azure revenue.Most people missed what that really means...🧠 Azure is the backbone of OpenAI🔥 Every AI startup is building on Azure💰 Enterprises are scaling AI apps—on Azure📈 This isn’t cloud growth. It’s AI domination.For 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, H
748
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2025-07-31
Meta - Big tech isn’t slowing down
1. $Meta Platforms, Inc.(META)$ META earnings drop today.Massive bounce since April lows… but is it still a buy?META just dropped monster numbers.🔥 Revenue up 22% YoY — at this scale, that’s insane💰 EPS beat by 21%📈 Q3 guidance above estimates📊 Operating margin: 43%👥 Daily users: 3.48B (up 210M YoY)Big tech isn’t slowing down.META is up 10% after earnings. 👀Revenue grew 22%.But the numbers aren’t even the craziest part…For 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.
450
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2025-07-31
Daily Charts - US Semiconductors' market cap reached a new all-time high
1.US Semiconductors' market cap reached a new all-time high...Bullish or Bearish?(history repeating, or new history being written?) $VanEck Semiconductor ETF(SMH)$ Image2.🚨 CONTRARIAN ALERT 🚨 WARNING: you are probably going to hate this post...Biggest contrarian trade right now?Short gold, Long treasuries.Certainly that's where valuations are pointing: gold is showing up as expensive, and treasuries look cheap. But do you dare? 😵💫 $Gold - main 2512(GCmain)$ 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 Acc
2.99K
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2025-07-31
High Yield Cannabis REIT Positioned for Recovery as Weak Tenants Flushed Out
13.9% YieldTriple net lease structure provides strong 52.3% operating margins even factoring in tenant defaults.Conservative capital structure, 1.2x debt to EBITDA with $2.2 billion in unencumbered property.8.3 million active leasable square feet, with 1.2 million leasable square feet under development.Early results from tenant refresh started in the quarter ending March 2025 are positive, with management expecting market normalization within 18-36 months.Captive base, with cannabis operators having limited financing opportunities for large-scale properties leading to long 13.5-year average lease periods.Investment Thesis $Innovative Industrial Properties Inc(IIPR)$ is an industrial REIT focusing on cannabis operations. The property profile is 92%
634
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2025-07-31
Never underestimate Meta shares
2 weeks ago on my Instagram I posted to buy shares on $Meta Platforms, Inc.(META)$ Even 10 shares at that time till now it is $500 profitNever underestimate sharesIt will never go to zero and it will get you out of PDT in the long-termYou can borrow against it, sell covered calls against it, and it will continue to increase every year.I have been buying META since $34ImageFor 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 Telegram Gr
54.12K
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2025-07-31
No Cut, No Clarity: Fed Stays Put in July
At its July 31st meeting, the Federal Reserve left interest rates unchanged at 4.25%–4.5%, but something unusual happened: two Fed governors—Christopher Waller and Michelle Bowman, both Trump appointees—broke ranks and voted for an immediate rate cut. It’s the first time in over 30 years that two FOMC members have simultaneously dissented in favor of easing. In its statement, the Fed acknowledged that economic growth has "moderated," though it continued to describe the labor market as “strong” and inflation as “slightly above target.” The central bank also warned that the economic outlook remains “highly uncertain.” This mixed messaging reflects a growing dilemma for policymakers: on one hand, tariffs could keep inflation elevated, arguing for staying higher for longer; on the other, job m
3.62K
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2025-07-31
$Meta Platforms, Inc.(META)$
TOPNice! It is worthwhile to invest patiently in good companies
3.28K
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2025-07-31
$NVIDIA(NVDA)$ OMG....these are crypto level pumps
TOPIt is the one day tariff red event. Monday, it will be green. Buy today with dips.
4.34K
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2025-07-31
🔍 Keppel Surprises On Earnings — But Is The Rally Sustainable? Keppel Corporation ($Keppel(BN4.SI)$ ) delivered a solid beat last quarter—and markets responded. The stock popped nearly 5% on earnings day, while Keppel $KEPPEL REIT(K71U.SI)$ rose ~2% and Keppel DC REIT ($Keppel DC Reit A(X1JU.SI)$ ) gained ~2.65%. Is this move based on real underlying progress—or just short‑term optimism on urban infrastructure investing? Let’s unpack what’s behind the bounce. --- 🏗️ Keppel 2.0: From Oil‑Rigs to Smart Infrastructure Keppel is shedding its legacy offshore & marine image in favor of an asset‑light urban infrastructure strategy. Its
TOPThanks for sharing! I need to allocate some position to the Singapore market.
1.65K
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2025-07-31
UnitedHealth Group’s 7.5% Drop Reflects Reset Expectations—But Is the Worst Already Priced In?
$UnitedHealth(UNH)$ UnitedHealth Group (NYSE: UNH) released its second-quarter earnings, and the market reacted swiftly—shares fell more than 5% on the day. While there are both encouraging and concerning aspects to the report, this latest development reflects a pivotal moment for long-term investors. Today, I’ll walk you through what surprised me, what didn’t, and why I opted not to buy the dip—despite holding a position purchased at $420 per share, now down roughly 37% from that level. Although my UNH stake remains up 31% overall across the broader portfolio, I refrained from averaging down today. Here's why. A Massive EPS Miss Overshadows Revenue Beat The company reported a significant earnings miss, with adjusted EPS coming in at $4.08, well be
TOPI think the fundamentals of UNH are worsening these quarters, and I’ll wait to see the reversal.
918
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2025-07-31
Texas Instruments Slides as Tariff Headwinds and Bleak Forecast Cloud Chip Demand
$Texas Instruments(TXN)$ Texas Instruments Inc. (TI) experienced an 11 percent drop in its stock price following its Q2 2025 earnings release, as executives delivered a cautious outlook amid rising tariff uncertainty and weakening analog chip demand. While Q2 revenue of $4.45 billion and EPS of $1.41 exceeded estimates, management warned that the strength may have been driven by customers pulling forward orders ahead of looming tariffs. The subdued Q3 profit guidance and geopolitical headwinds have reignited investor concerns: is TI merely digging in for cyclical softness, or is this a strategic inflection point in a broader semiconductor slowdown? Performance Overview and Market Feedback Q2 Results Beat Mask Murky Underlying Dynamics Texas Instrum
TOPThe stock price continues to follow the expectation. Keep holding until >$198. If you want to take only 3~4% gain, then it's ok to take the short profit today. :)
1.06K
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2025-07-29
$Apple(AAPL)$ I added to my Apple (AAPL) position as the stock appears undervalued after an 18% drop in the first half, driven by concerns over slow AI adoption and tariff exposure. But the tide is turning. Apple is rolling out its Apple Intelligence strategy and benefits from ongoing trade negotiations that may ease pressure. With 2.2 billion active devices feeding high-margin services revenue and a loyal global user base, Apple offers long-term upside. At just 29x forward earnings, it's a compelling opportunity for growth with resilience.
TOPLet’s see its newest financial data to determine its operation situation.
1.26K
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2025-07-29
$Broadcom(AVGO)$ I made an additional investment in AVGO as Broadcom’s growth story strengthens post-VMware acquisition. Its infrastructure software revenue rose 25% YoY in Q2 FY2025, with 87% of its top 10,000 customers now using the VCF platform. This high-margin, recurring revenue stream enhances its chip business and supports AI and private cloud demand. With $10 billion in EBITDA (67% margin), $6.4 billion in free cash flow, and $7 billion returned to shareholders, Broadcom’s capital efficiency and shareholder focus make it a compelling long-term investment.
TOPAgree with you, but I’m afraid it’s too high to buy in now.[Cry]