This is still a work-in-progress post even as I share it here. On Mon, 04 Aug 2025 (Asia time), oil prices edged higher paring earlier losses. This as traders expect the market to absorb another large output hike by OPEC+ in September 2025, while concerns about disruptions to Russian oil shipments to major importer India provided support. So far, As of 14 Aug 2025 (Asia time) Brent crude futures has been falling since Mon, 11 Aug 2025 to $65.10 a barrel. (see above) As of 14 Aug 2025 (Asia time) It is the same story over at US West Texas Intermediate crude. Its down to $63.00 a barrel, as of Thursday morning asia time, up marginally by +0.56% (see above) 03 Aug 2025 (Sun). On Sunday, the Organization of the Petroleum Exporting Countries and allies, a.k.a OPEC+, agreed to raise oil producti
$Bullish(BLSH)$ Bullish on Bullish: Why BLSH’s 80% Surge Signals a Long-Term Winner, Not Just Another Hype Cycle The recent 80% surge in Bullish (BLSH) stock, following its NYSE debut on August 13, 2025, and continued momentum in after-hours trading, has ignited a firestorm of debate—reflected in the 206 posts on this topic. With a unique IPO structure allocating 20% of its offering to retail investors (far above the typical sub-10% level), Bullish has positioned itself as a retail-friendly crypto exchange with institutional backing. Far from being a fleeting “Circle hype” reminiscent of past crypto IPO bubbles, this analysis argues for a bullish outlook: BLSH’s strategic design, market timing, and resilience potential suggest it’s poised for sust
BMNR’s 1,300% Rocket: Ride the ETH Holder Wave, Not a 2021 Repeat BitMine (BMNR) has captured the crypto world’s attention with a staggering 1,300% share price surge since late June, fueled by its accumulation of 1,150,263 ETH—valued at $4.96 billion—making it the world’s largest ETH treasury company. The 754 posts on X under “BMNR 1300%: Chase Largest the ETH Holder or Sell Call?” reflect a market buzzing with excitement and caution. This analysis takes a bullish stance: BMNR’s meteoric rise, driven by Ethereum’s near-record highs and its strategic buying spree, signals a unique investment opportunity rather than a 2021-style mania destined for a pullback. Here’s why holding or buying BMNR could pay off, with a fresh perspective on its stability and growth potential. Fundamental Edge: A T
Palo Alto Networks (PANW) "Platformization" Strategy To Watch For Possible Earnings Beat
$Palo Alto Networks(PANW)$ is scheduled to release its fiscal Q4 2025 earnings after the market closes on Monday, August 18, 2025. This report will be a crucial indicator of the company's performance and the health of the broader cybersecurity market. Revenue and Earnings Per Share (EPS) Guidance: While Q4 results are important, the company's guidance for the upcoming fiscal year (2026) will be a major stock driver. Analysts have a consensus EPS forecast for Q4 2025 of approximately $0.89 per share and revenue of around $2.5 billion. Any significant beat or miss on these figures, or a change in the company's full-year outlook, could cause a strong market reaction. Summary of Palo Alto Networks (PANW) Fiscal Q3 2025 Earnings Palo Alto Networks repo
CN Assets Pick|02:Why Is Smart Money Buying the Dip in Chinese Assets?
Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil
CN Assets Pick|02:Why Is Smart Money Buying the Dip in Chinese Assets?
Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil
Nike vs Lululemon: Diverging Fortunes in 2025 — Which Stock Deserves a Place in Your Portfolio?
$Nike(NKE)$$Lululemon Athletica(LULU)$ Two Giants, Two Directions The global athletic apparel industry is at a pivotal juncture in 2025. Over the last decade, the sector has enjoyed extraordinary growth fueled by the rise of athleisure, the acceleration of e-commerce adoption, and a shift toward wellness-oriented lifestyles. However, macroeconomic headwinds are reshaping the competitive environment. Inflationary pressures, rising labor costs, and — most notably — increasing tariffs on U.S. trading partners have altered the cost structures of major brands. Amid this backdrop, two industry leaders stand out for the contrasting directions their share prices have taken this year. Nike Inc. (NYSE: NKE), the lo
How Will The Tariff Truce Move With Latest CPI, PPI Showing Tariffs Fueling Inflation
Based on the latest data and public statements, a "higher for longer" tariff truce between the US and China is the most likely scenario, rather than a full reinstatement of previous, higher tariffs. Latest PPI Show Wholesale Prices Rose 0.9% in July, Much More Than Expected On an annual basis, headline PPI increased 3.3%, the biggest 12-month move since February and well above the Federal Reserve’s 2% inflation target. Services inflation provided much of the push higher, rising 1.1% in July for the largest gain also since March 2022. Trade services margins climbed 2%, coming amid ongoing developments in President Donald Trump’s tariff implementations. Here is a breakdown of the situation: 1. US-China Tariff Truce is Extended: On or around August 12, 2025, the U.S. and China agreed to exten
Paramount Stock Crash then Skyrocket: Buy the Dip or Step Aside?
$Paramount Global(PARAP)$$Paramount Skydance Corp(PSKY)$ Paramount — newly trading as Paramount, a Skydance Corporation (ticker: PSKY, formerly PARA) — has whiplashed investors with post-merger fireworks followed by a sharp pullback. After an initial surge on the announcement of a landmark UFC media-rights deal and the closing of Skydance’s acquisition, the stock stumbled as traders took profits and refocused on integration risk, debt, and the still-tough economics of streaming. With the dust swirling, long-term investors are asking a simple question: is this selloff just noise, or a rare second chance to buy a transformation story at a discount? The Setup: A New Paramount, a New Ticker, and a New Playb
CoreWeave Plunges Under $100: Unlock Chaos or Golden Buy Opportunity?
CoreWeave ( $CoreWeave, Inc.(CRWV)$ ) is making headlines as it braces for its first major post-IPO share unlock on Friday, August 15, 2025, with approximately 84% of its Class A shares—around 403 million shares—set to become tradable. Held largely by insiders and key supplier NVIDIA, this influx could flood the market, sparking selling pressure. The stock, which debuted at $40 on March 28, 2025, and peaked at $187, slipped below $100 yesterday, closing at $98.50 after a 9.2% drop, only to rebound slightly to $101.20 in overnight trading. With the S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $124,002, the market remains buoyant, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel add tension. Is this dip a sign of a
Bullish Rally Explodes: Take Profits Now or Bet on a $100 Breakthrough?
$Bullish(BLSH)$ Bullish has set the market ablaze, surging over 80% on its debut day last week and adding a stunning 9% yesterday, reaching $20.15 as of Thursday’s close on August 14, 2025. This crypto exchange platform, which allocated an impressive 20% of its $1.1 billion IPO to retail investors—far above the typical sub-10%—is riding a wave of enthusiasm reminiscent of Circle’s 700% IPO run since June 2025. With the S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin hitting $124,002, the market’s bullish momentum is palpable, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel introduce caution. After such a meteoric rise, is it time to cash out, or could Bullish climb to $100 like some enthusiasts predict? This deep d
Hey Tigers! ⚡Buffett builds stake in $UnitedHealth(UNH)$ , is this a new opportunity?🧐🎯 What’s your top trade idea right now?Let’s hear it—and see who’s got the sharpest instincts.👉 Catch up fast. These events rocked the markets today.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!📊 Friday — Earnings FocusInterpret key corporate earnings reports to grasp performance-driven investment opportunities.📌【Toda
Markets Hit Record Highs: Are You Missing From the Bull Run?
Global equity markets are in celebration mode recently. From $S&P 500(.SPX)$ to indices in Europe and Asia, fresh record highs are becoming headlines.But not everyone on is cheering. While some big banks are calling for more upside, others are warning of an imminent pullback.🐂 The Bull: Citigroup Upgrades S&P 500 to 6600Citigroup has turned more optimistic, lifting its year-end S&P 500 target from 6,300 to 6,600 — about 3.3% above Friday’s close. What’s fueling this confidence?Nearly 82% of S&P 500 companies beat Q2 expectations, with strong AI-related infrastructure spending driving tech profits.After a year of forecast downgrades, consensus earnings expectations are now turning higher.For Citigroup, the bull run still has legs, s
Fizz or Fizzle? Why I Think Celsius Could Still Turn Up the Heat in 2025
A quarter that put the sparkle back I’m exploring whether Celsius’s blockbuster second quarter and acquisition-driven growth set the stage for another doubling in the second half of 2025. After a year where the brand’s growth engine felt like it was idling, the company has come roaring back with numbers that made even the most jaded beverage analyst sit up. Revenue in the latest quarter grew 9% in the core Celsius brand, while group sales surged thanks to the Alani Nu acquisition, whose retail sales leapt 129% year-over-year. Net profit not only improved—it roughly doubled market expectations, a rare occurrence in a sector where margins are often squeezed tighter than a soda can in a vice. The market liked what it saw. $Celsius Holdings, Inc.(CELH)$</
On 07 Aug 2025, $D-Wave Quantum Inc.(QBTS)$ a leader in commercial quantum computing systems, software, and services, released its Q2 2025 earnings. In the words of D-Wave Quantum Inc, CEO, Dr Alan Baratz — Q2 2025 results show consistently strong performance across a multitude of technical and business metrics. (more on that, later) Besides that, QBTS has accomplished the followings during the April - June period: Brought to market its 6th-generation quantum computer. Signed a memorandum of understanding (MOU) related to the acquisition of an on-premises system in South Korea. Completed physical assembly of the previously announced system at Davidson Technologies. Introduced a collection of developer tools to advance quantum AI & machine lear
NEGG: The AI Hardware Underdog – How Newegg is Quietly Positioning Itself as the Backbone of the Next Tech Boom
In the volatile world of tech stocks, few stories are as intriguing as that of Newegg Commerce, Inc. (NEGG). Once dismissed as a niche e-commerce player riding the waves of meme stock mania, NEGG has erupted in 2025 with staggering gains—surging over 40% in a single day on August 14 and hitting a 52-week high of $133.00. But here’s the fresh twist: this isn’t just another retail revival. NEGG is evolving into an unsung hero of the AI infrastructure revolution, leveraging its dominance in PC components and electronics to fuel the hardware demands of generative AI and edge computing. While giants like NVIDIA grab headlines, Newegg’s quiet pivot could make it the go-to retailer for the democratized AI era, where everyday builders and enterprises alike scramble for affordable, high-performance
🌟🌟🌟Terawulf $TeraWulf Inc.(WULF)$ didn't just rally today, it redefined its trajectory. A 59% surge in a single day on a back of a huge USD 3.7 Billion AI data center deal with Fluidstack, backed by $Alphabet(GOOG)$ who now holds a 8% stake. Their USD 1.8 billion lease guarantee isn't just financial it is philosophical. It signals a future where zero carbon computing becomes the backbone of AI infrastructure. This isn't just a one day wonder. It is a strategic shift. What Does Terawulf Actually Do? Terawulf develops and operates sustainably powered data centers for Bitcoin mining,
I repost what has become a favorite chart here because it illustrates a couple of things: we can see the move in bitcoin/crypto allocations echoed in this chart + the speculative surge on display here + an illustration of what bubbles in speculation look like (the dot com spike). Again, the balanced view will say that maybe this is just the new normal in the AI age (mass adoption of compute), but at the very least it shows the shifting sands and pressures building up. $VanEck Semiconductor ETF(SMH)$ 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 e
Chart of the Week - Bitcoin Tipping Point or Tripping Point?
I’ve previously mentioned that Bitcoin trades basically like a risk-asset — riding waves of liquidity and speculation.The correlation data largely confirms this, and indicators of risk taking and sentiment show similar behavior among investors in bitcoin vs tech stocks.This week’s chart arguably adds weight to that idea. It’s part of a growing collection of charts showing increasing extremes of greed, risk-seeking, and speculation across markets (especially centered on tech stocks: which Bitcoin correlates closely with).But there is a big open question here: is this a sign of an imminent peak in Bitcoin/crypto? (and risk assets in general, including increasingly frothy tech/AI stocks) …a “tripping point“ if you would: i.e. a point of vulnerability where it’s only a matter of time before th
This week, price alerts kept triggering, but the outcome today served as a reminder of the importance of Relative Volume (RVOL) based execution in individual stock, and the timeless principle of relative strength (volatility adjusted RS for my case).1. I avoided numerous stop-losses in individual stocks. by sticking to RVOL-based execution, including $Figma(FIG)$$Webull Corp(BULL)$$Dutch Bros Inc.(BROS)$$Rezolve AI(RZLV)$$Energy Fuels(UUUU)$$Circle Internet Corp.(CRCL)$. Stop loss in liquid $Mi