$NVIDIA(NVDA)$ is already too expensive on PE terms. It’s fundamentals are not in sync with its valuation, just like $Palantir Technologies Inc.(PLTR)$ but shareholders are caught up in aggressive buying out of FOMO and lack of fundamental knowledge.
$Wolfspeed Inc.(WOLF)$ 's SiC play gaining momentum! EV demands recovery + capacity utilization up. Next-gen semiconductor trend is here - holding for long-term growth!
$Tesla Motors(TSLA)$ maintains a significant lead in autonomous driving. The challenges in achieving full self-driving (FSD) highlight its technological edge rather than weakness. “Fridge and TV” features aren’t its focus. Looking forward to shares hitting $355.
$Moderna, Inc.(MRNA)$ 's vaccine play is back! Fall booster season + new variant approval = biotech momentum. But biotech moves fast - taking gains while it lasts!
$Trade Desk Inc.(TTD)$ ’s rebound feels solid! With AI boosting efficiency and ad budgets recovering, its leadership in digital ads stays strong. Holding on to ride the industry’s growth tailwind!
$iShares Russell 2000 ETF(IWM)$ This IWM move felt spot on, small caps really delivered! With the economy holding strong and money flowing back, the Russell 2000 showed real flexibility. But the swings are wild — better to lock in gains for peace of mind.
Powell Finally Softens on Rate Cuts — Is a September Cut Now a Done Deal?
At the Jackson Hole central banking conference, Fed Chair Jerome Powell delivered remarks that markets widely took as a dovish signal. He said that with the balance of risks shifting, monetary policy may need some adjustment. That comment immediately fueled bets on a September rate cut: traders lifted the odds from 75% to nearly 90%. Still, behind all the optimism, there are unresolved issues—divisions inside the Fed, mixed economic data, and political pressures—so a September cut is far from a done deal. Powell’s Dovish Tone and the Shift in Risk Balance Powell pointed out that the U.S. economy has held up well under tight policy: the labor market is close to full employment, inflation has come down sharply though still above target. But he stressed that the balance of risks has shifted—s
$CoreWeave, Inc.(CRWV)$ This run from CoreWeave has been thrilling! Q2 revenue exploded, backlog’s booming, and institutional backing is stoking confidence. I’m bullish on its long-term growth trajectory and sticking tight!
$Oklo Inc.(OKLO)$ This stock is building tomorrow's energy foundation. AI data centers can't rely on intermittent sources, making nuclear power the inevitable trend.
$Direxion Daily Real Estate Bull 3X Shares(DRN)$ ’s recent move got me pumped—the real estate sector’s heating up and the 3× leverage is amplifying short-term upside. Volatility’s real, but I’m watching closely, riding the momentum!
$Novo-Nordisk A/S(NVO)$ broke through $60 recently. Lock in 20% gains with partial profit-taking—avoid greed. Strong earnings and weight-loss drug demand continue to support the momentum.
$Tempus AI(TEM)$ I'm kinda thrilled—Tempus posted stellar Q2 revenue growth, gross margins are showing cracks in direction, and valuation dynamics seem to be breaking open; sure, there's still cash burn, but I’m bullish on its long-term growth runway and staying the course.
$SoFi Technologies Inc.(SOFI)$ ’s Q2 results were impressive—user growth and loan origination hit record highs, and the profitability model is taking shape. Short-term volatility aside, fundamentals look solid, holding for further re-rating upside!
$Lyft, Inc.(LYFT)$ ’s been looking pretty solid lately, and the industry updates are encouraging—it feels good! There’s still uncertainty, but I’m holding tight, excited for what comes next.
$Direxion Daily Small Cap Bull 3x Shares(TNA)$ 's 3x small-cap surge rocks! Economic surprises + sector rotation = leveraged gains. But volatility is wild - taking some profits and waiting for the next dip!
The Real Story Behind SGX Trading Halts (Iggy's Investor Library) | 🦖 EP1043
🟩 🦖 **SGX Trading Halts Explained: Your Survival Playbook** What happens when SGX hits the pause button? Don’t panic—this video is your ultimate survival guide! Join Iggy, your trusted Singapore-based market analyst and creator of the Investing Iguana, as we dive into the mechanics of trading halts, shedding light on why they happen and how you can turn them into an investing edge. Packed with insights, this playbook covers everything you need to know about company-specific halts, market-wide stops, circuit breakers, and the differences between halts and suspensions. 💡 In this video, you’ll learn: - How SGX trading halts work and why they occur. - Smart strategies to protect your capital and avoid costly mistakes. - Real-life examples of market halts and what they mean for your portfolio.