To The Moon

August 1, 2025 — Bridgewater Associates completed its buy-back of every share still held by Ray Dalio, simultaneously removing his board seat. At 76, the godfather of hedge funds has executed a clean, dual exit—financial and governance—from the firm he founded half a century ago.For Tigers: Would you rate Dalio a perfect 10, or does the legend still carry regrets?Bridgewater in One SnapshotAssets Under Management: ~US$92.1 billion—still the world’s largest hedge fund.Performance: Pure Alpha 18% vol fund is up 17 % net in H1 2025, beating most macro peers.Valuation: Brunei’s sovereign fund just redeemed cash and then turned around to buy a minority stake in the parent—a back-door “IPO-level” price tag. Translation: Dalio cashed out at the absolute peak of brand and scale.Dalio: Turning Near

💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 $Vertiv Holdings LLC(VRT)$/$American Superconductor(AMSC)$/$Allient Inc.(ALNT)$: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet

$Figma(FIG)$ 's stock surged 250% after its IPO on Thursday and continued to rise in pre-market trading on Friday, bringing its market capitalization to over $61 billion. This makes it the largest software company IPO since 2024.Live look at figma employees today.ImageSome netizens compared the situation to $Adobe(ADBE)$ , which once failed to acquire Figma with a $20 billion offer, and now faces a formidable competitor.As of press time, $Figma(FIG)$ 's pre-market market capitalization may exceed $61 billion, while Adobe's is around $150 billion. However, in terms of revenue, Adobe's revenue is still 26 times that of Figma.Metric (Last 12 Months)

This week, Hong Kong stocks saw a volatile trend, with the $HSI(HSI)$ dropping 3.47%, falling below the 25,000 mark.Key News & DevelopmentsEarly in the week, China and the U.S. held the third round of trade talks in Switzerland. Both sides agreed to extend the negotiation deadline by 90 days, pushing it past the originally planned August 12th date. However, U.S. Treasury Secretary noted that the final decision rests with President Trump. Chinese negotiator stated that both sides had "in-depth, candid, and constructive exchanges." He emphasized that China would continue to push for the suspension of tariffs and countermeasures.On July 30, the Politburo of the Communist Party of China held a meeting to assess the current economic situation and se

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The market closed July 2025 with a flourish, as Nasdaq notched a 4-month winning streak and the S&P 500 hit a record 6,297.36, up 2.55% for the month, while Nasdaq soared 3.73% to 20,884.27. This rally, fueled by tech strength and AI optimism, marks a robust year-to-date gain of 20% for Nasdaq and 16.27% for the S&P 500. Yet, August’s historical volatility—often a season of sharp swings—raises the specter of a pullback. Last year’s 8.5% mid-month drop, triggered by tariff fears and weak data, still ended with a 2% gain, a pattern that hints at resilience but also risk. With new tariffs (30% on EU/Mexico, 35% on Canada) effective today and geopolitical tensions