To The Moon

Here is your Q2 2025 earnings digest for Singapore’s big‑three banks: --- 📊 Q2 2025 Performance Summary DBS Group (D05.SI) Net profit climbed 1% YoY to S$2.82 billion, beating the S$2.77 billion consensus estimate . Driven by higher total income, particularly robust fee & commission income, while net interest income dipped ~4% due to margin compression . Dividend: 60¢ ordinary + 15¢ capital return (up 11% from a year ago for the ordinary component) . Profitability eased: ROE down to 16.7% (from 18.2%); NIM fell to 2.05% (from 2.14%) . Maintained full-year 2025 outlook: NII expected to be slightly above 2024 levels; net profit anticipated below 2024 levels . OCBC (O39.SI) Net profit declined 7% YoY to S$1.82 billion, in line with market expectations . Decline driven by lower net interes

1. AMD: Revenue Beat, Profit Miss Q2 2025 revenue came in at $7.69 billion, above consensus (~$7.42B) — growth was anchored by strong client, gaming, and data-centre sales . Adjusted EPS was $0.48, slightly missing expectations (~$0.49), primarily due to ~$800 million in inventory charges tied to U.S. export controls on MI308 AI chips to China . Outlook: Q3 revenue guided to ~$8.7B, ahead of street estimates, driven by demand for MI350/MI400 AI accelerators . Despite the beat, shares dipped ~4–6% as investors weighed margin pressure and China export uncertainty . Outlook on AMD’s near-term trajectory: With Q3 guidance strong and AI momentum building, top-line strength is evident—but margins remain under pressure due to regulatory-related charges. Unless export restrictions ease, profits ma

$Apple(AAPL)$ $NVIDIA(NVDA)$ 🍏🟢🚀 $AAPL Surges in Overnight market❣️$AAPL TO $250 🚀 $AAPL is up ANOTHER $5 / or 2.78% after-hours following Tim Cook’s announcement of a massive $100B investment into the United States! 🇺🇸📢🍏 Apple has just announced that it will manufacture 100% of all Apple iPhone and Apple Watch screens in Kentucky. First time that 100% of iPhone and Watch screens will be made in AMERICA! 🇺🇸 🚨President Trump says $AAPL & $NVDA will dodge tariffs due to U.S. investments! 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that cru

$Shopify(SHOP)$   📈 What’s Fueling the Rally? Strong Q2 performance & upbeat Q3 guidance — Shopify reported Q2 revenue of $2.68 billion, a 31% year‑on‑year increase that exceeded analyst expectations (~$2.55B) . For Q3, management projects revenue growth in the mid‑to‑high‑twenties range, above the average analyst estimate of ~21.5% . AI and platform upgrades driving merchant adoption — New AI features and platform improvements (e.g. Sidekick assistant, store-building automation) are supporting seller onboarding and boosting demand despite wider retail uncertainty tied to trade tariffs . Resilient e‑commerce demand — Shopify’s CFO noted no signs of weakening demand from U.S. retailers, even amid rising tarif

Nike’s chart is reading like a well-worn playbook — but with a twist that could make or break the next move. The position cost distribution tells a story of dominance: a staggering 91.52% of holders are in profit, with the average cost sitting comfortably at $70.65 against the current $79 handle. Support is stacked deep at $74.25, giving bulls a sturdy floor. But the purple “pressure” band at $76.35 hints that, while profit-takers haven’t shown their hand yet, the temptation grows with each uptick. Valuation, though, is where the plot thickens. Nike’s P/E multiples have steadily compressed over the past year — the top end of the band collapsing from the 30s into the high teens. Price, meanwhile, has clawed back from its spring lows, wedged between the mid-range and the next valuation ceili

🚨 Coinbase Just Dropped a $2.3B Convertible Bombshell — Bullish or Risky? 🚨 So Coinbase (COIN) is hitting the market with a $2.3 billion convertible senior notes offering. At first glance, you might think: “Dilution incoming, sell-off alert!” But wait, it's not that simple. Let’s break this down like a real trader, not some AI blur. 🔍 Why This Matters: Convertible notes = Debt that can be converted into shares later. They’re 5-year notes, so COIN is locking in today’s low rates, betting the stock will be much higher in the future. They’re raising cheap capital without immediate dilution, unlike a straight equity offering. But here’s the chess move: Coinbase is likely preparing for massive future expansion — think M&A, infrastructure scaling, or maybe a buffer for the next crypto winter

$DBS(D05.SI)$  up up up to the moon 🌙 [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  

$iShares 20+ Year Treasury Bond ETF(TLT)$    When will the price going up again 

$Grayscale Ethereum Mini Trust(ETH)$  When will the price go down again 

$IDEXX Laboratories(IDXX)$ awesome stock but price is fair now. Would buy again if there's a pullback to <500

$Oscar Health, Inc.(OSCR)$ fast and furious .... cashing out while surfing the up wave 

selling this $SMCI 20250808 41.0 PUT$ at open.. falling knife. looking for a quick trade. will close it when hit 60%

$Palantir Technologies Inc.(PLTR)$  Officially a 10 bagger. Congratulations to all the "Palantards" that held strong.[Facepalm]  

$AAPL 20250808 212.5 CALL$ $Apple(AAPL)$   I capitalised on the market pump since Apple reported better than expected iPhone sales and being proactive in the Artificial Intelligence race with their AKI problem-solving team establishment. I did, however, got in very early so theta wasn't great.  An AAPL a day keeps the bears away.  @DailyTradingInsights @Daily_Discussion @Tiger_SG @TigerObserver