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2.54K
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Tigerong
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2025-08-31
Nvidia isn’t far from the $5 trillion milestone. It needs just another 14% gain, which could happen within the year. The first trillion is the hardest, the next one gets easier. The technological moat is very wide, even if it may not be permanent. There’s no doubt Nvidia will milk it big time in the near future. Its net profit margin is a staggering 52%. Nvidia reported earnings on Wednesday and the stock initially dropped 3% in after-hours trading, at one point does such as 5%. Some investors were probably just taking profits. The results weren’t bad, though some may complain that revenue growth has decelerated. But growing at over 56% YoY is still very fast for the world’s largest company. None of the other Magnificent 7 are growing at this pace—not even half of it. Nvidia beat both reve
Nvidia isn’t far from the $5 trillion milestone. It needs just another 14% gain, which could happen within the year. The first trillion is the hard...
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1.27K
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MHh
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2025-08-31
Meituan’s sharp drop really reflects its underdog status as it pits itself against giants like Alibaba. I won’t bet on this underdog as in China, it is often hard to re-capture the market once more when giants have gotten to it. Financially, Alibaba has more resources to pump into this price war should it drag on and Meituan might not win. For China/ HK markers where the stock price is volatile, I prefer to bet on winners. Nvidia is really not in the same league as Meituan. Nvidia has established itself as the market leader with many fighting for its chips. Even with the rise of Alibaba, Nvidia still has a massive market and demand outside of China and has no lack of business. This is unlike Meituan which has yet to establish its international presence that it can comfortably step away f
Meituan’s sharp drop really reflects its underdog status as it pits itself against giants like Alibaba. I won’t bet on this underdog as in China, i...
TOPMabelReed: I appreciate your detailed analysis.
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1.55K
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WeChats
·
2025-08-31
$Canada Goose(GOOS)$ 🧥 Canada Goose +15%: Buyout Bids Take Flight — Bargain or Bubble? 🚀 Canada Goose (GOOS) isn’t just making parkas — it’s making headlines. The stock soared +15% in a single day after reports of $1.4B buyout offers from heavyweight investors Boyu Capital and Advent International. Suddenly, a brand that was drifting through weak consumer demand is back in the spotlight. But the big question for investors: is this rally the start of a bidding war… or just a short-lived pop? --- 📊 The News That Sparked the Rally Buyout talks: Boyu and Advent are circling with offers valuing GOOS at ~$1.4B. Stock reaction: Shares ripped higher, snapping a losing streak. Context: Before this, GOOS was languishing near multi-year lows due to soft US
$Canada Goose(GOOS)$ 🧥 Canada Goose +15%: Buyout Bids Take Flight — Bargain or Bubble? 🚀 Canada Goose (GOOS) isn’t just making parkas — it’s making...
TOPMichaelPerez: Wow, what a turnaround for Canada Goose! 🚀 [Great]
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1.61K
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MHh
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2025-08-31
I prefer exchanges as I think that is the most balanced in terms of risk and potential upswing compared to the rest. I can manage it like a stock which is familiar to me and I expect it to be less volatile. Crypto treasuries are great if the market is bullish but I do expect the crash to be a heavy one if market does badly and the downside can be too much for me to stomach. I don’t think Robinhood would outgrow Coinbase especially when demand seems to be fizzling off and also the looming risk of a potential recession though that seems to have reduced. I expect great volatility when BMNR’s shares are released and I would prefer to lock in any profits. 2nd September or the next 2 days might present with good buying opportunities. I think crypto investment can be hard. It might be easie
I prefer exchanges as I think that is the most balanced in terms of risk and potential upswing compared to the rest. I can manage it like a stock w...
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1.04K
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WeChats
·
2025-08-31
$Intel(INTC)$  Intel at $25: Trump Stake Drama — Ceiling or Opportunity? ⚡ Intel ($INTC) just dropped a bombshell in its latest filing: the company warned that a potential 10% equity stake from the Trump administration could spark “negative reactions” from investors, employees, and other stakeholders. On paper, the idea of U.S. government backing sounds like a stabilising force in the great semiconductor war. But in practice? Markets hate uncertainty, and Intel’s stock is now hovering near $25, caught between relief and risk. So — is this the “Trump bottom” that anchors Intel’s turnaround? Or a political overhang that caps the upside? Let’s unpack both sides of the story. --- 🚀 The Case for Optimism 1. Political Tail
$Intel(INTC)$ Intel at $25: Trump Stake Drama — Ceiling or Opportunity? ⚡ Intel ($INTC) just dropped a bombshell in its latest filing: the company ...
TOP李太极: Don't trust the U.S. government but trust Masayoshi Son's investment vision and sense of smell
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The Investing Iguana
·
2025-08-31

Why Most Singapore Investors Get AI ETFs Wrong (And How to Pick the Right One) | 🦖 EP1059

🟩 🚀 **AI ETF Hype EXPOSED: What Singapore Investors Miss** – Dive into the truth behind AI ETFs and uncover smarter investing strategies tailored for Singapore! In this video, Iggy from the Investing Iguana is shedding light on whether AI ETFs truly deliver or if you're just paying more for less. Packed with insights, this guide cuts through the AI label tax, hidden fees, and Singapore's tax rules to help you build a winning core-satellite portfolio. 💡 Here's what you'll learn: - 📊 The reality check: Do AI ETFs like VGT, SOXX, and AIQ live up to their promises or just their names? - 💸 The fee trap explained: Avoid the compounding cost of high-fee thematic funds. - 🏦 Tax matters: How Singapore investors can navigate CPF, SRS, and US withholding taxes. - 💻 Broker breakdown: Longbridge, Tiger
Why Most Singapore Investors Get AI ETFs Wrong (And How to Pick the Right One) | 🦖 EP1059
TOPsnuggix: Incredible insights! Thanks for sharing! [Wow]
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1.81K
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Subramanyan
·
2025-08-31
Beyond a fair understanding of the blockchain tech, I never actually understood how crypto worked. I did invest a small bit and also made some money but I have to confess that it was due to sheer luck and also patience. So, I find the crypto market a maze. Having mare that disclaimer, I feel buying into crypto or even crypto shares at the present levels and value (which I am not sure of) is very risky.  That it is extremely speculative is all I see. Of course,  there is a lot of money to be made if one is smart. I would be comfortable only when Bitcoin goes well below SGD 100000. Till such time, I am OK to wait in the sidelines. The only position I might take would only be for amounts <$5000 in MSTR & MSTU and that too sourced from the gains I make else
Beyond a fair understanding of the blockchain tech, I never actually understood how crypto worked. I did invest a small bit and also made some mone...
TOPThe Retail Trader: Good thought, sir, many times FOMO is the winner [Happy]
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1.49K
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jat
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2025-08-29
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936
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Isleigh
·
2025-08-31

📅 September Effect: Trap or Buy Point?

August ended without the deep correction many expected, but enthusiasm cooled after a choppy earnings season. Now all eyes turn to September — historically a volatile month for equities. 🔎 Macro Drivers to Watch Fed Rate Path: Powell's dovish tilt keeps September rate-cut odds high. If delivered, tech and growth should catch a bid. Seasonality: September is historically one of the weakest months, with volatility spikes around Fed meetings and CPI releases. Elections & Politics: Fed independence headlines and fiscal policy debates could create intraday swings. 📊 Market Outlook (Near-Term) S&P 500 (SPX ~6,460): Holding 6,350 support keeps trend intact. A Fed cut could push SPX toward 6,600; breakdown risks to 6,200. NASDAQ (IXIC ~21,455): Tech remains rate-sensitive. Reclaiming 21,80
📅 September Effect: Trap or Buy Point?
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1.52K
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Kenny_Loh
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2025-08-31

S-REITs Recap - Week 35 (2025)

🪙Frasers Centrepoint Trust (YTD: +10.43% | 5D: +3.56%)25 Aug – Announced the proposed divestment of ten strata lots at Yishun 10 to Lion (Singapore) Pte. Ltd., a wholly-owned subsidiary of its sponsor Frasers Property. The transaction reflects the optimisation of FCT’s portfolio composition and return objectives for FCT and its Unitholders. $Frasers Cpt Tr(J69U.SI)$ 🪙CapitaLand China Trust (YTD: +4.17% | 5D: +2.74%)25 Aug – CapitaLand Commercial C-REIT received CSRC approval to register for its listing on the Shanghai Stock Exchange, targeting RMB2.1b via 400m units. This marks China’s first international-sponsored retail C-REIT, with listing expected by 4Q 2025. CLI, CLCT, and CLD will collectively hold at least 20%.
S-REITs Recap - Week 35 (2025)
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2.12K
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Isleigh
·
2025-08-31
When investing in crypto stocks, focus on 3 key drivers: 1️⃣ Crypto price trend – BTC and ETH set the tone; sustained strength above $110K and $4.5K is bullish for sector names. 2️⃣ Company-specific risks – e.g. BMNR’s 9/2 lock-up expiry could trigger short-term volatility as insiders unlock shares. 3️⃣ Regulation & flows – stablecoin legislation and ETF inflows/outflows heavily influence liquidity-sensitive names like COIN and CRCL. Short-term corrections are normal, but the long-term bull case depends on adoption, on-chain activity, and capital flows. Play volatility tactically, respect support levels. I’m not a financial advisor. Trade wisely, Comrades!
When investing in crypto stocks, focus on 3 key drivers: 1️⃣ Crypto price trend – BTC and ETH set the tone; sustained strength above $110K and $4.5K ...
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932
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Shernice軒嬣 2000
·
2025-08-31

🐰✨ ETH Bounces Back — What’s Driving Today’s Rally?

Ethereum hopped up +2.37% in 24h after a tough -5.68% weekly dip. $Grayscale Ethereum Mini Trust ETF(ETH)$   $BitMine Immersion Technologies Inc.(BMNR)$   $SharpLink Gaming(SBET)$   $2X ETHER ETF(ETHU)$   The comeback is fueled by: 1. 🔥 BETH Burn Tokenization – New burn-tracking token could shrink supply. 2. 🏦 Institutional Demand – Big ETF inflows & corporate ETH stacking. 3. 📊 Technical Rebound – Bounce off key support with altcoin rotation in play. 1. 🔥 BETH Burn Tokenization (Bullish) A shiny new token, BETH, tracks burned ETH 1:1. Why it matters: Scarcity made cu
🐰✨ ETH Bounces Back — What’s Driving Today’s Rally?
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961
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Aaronykc
·
2025-08-29
$Microsoft(MSFT)$  Found support at $500 after selling off from all time highs of $555.23. Microsoft’s Intelligent Cloud division, including Azure, saw a ~33% year-over-year increase, with others citing 39% growth in Azure specifically, driven by AI workloads. Microsoft committed roughly $80 billion in 2025 toward data centers and infrastructure to support AI—signaling strong conviction in long-term growth. A substantial majority of analysts rate MSFT as “Buy” or “Strong Buy,” reflecting broad investor confidence.  Trading at roughly 29× P/E (based on current EPS), Microsoft’s premium is supported by strong growth visibility, low cyclicality, and defensive qualities.  Is current price worth dollar cost aver
$Microsoft(MSFT)$ Found support at $500 after selling off from all time highs of $555.23. Microsoft’s Intelligent Cloud division, including Azure, ...
TOPBernardLL: Will miss the boat if don’t buy now. Will hit $600 eventually
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272
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LawrenceSG
·
2025-08-29
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1.30K
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erickhoosg
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2025-08-29
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1.42K
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The Knight
·
2025-08-30
$Direxion Daily FTSE China Bull 3X Shares(YINN)$  it's another profit taking after       seeing the counter dances up and down for     many weeks. Just don't know why it is not        breaking the $50 mark. The resistance level at $49 is so great and not able to break thru. The HK stocks have a good chance for a massive     run up if Mr Trump strikes a good deal with       China. I don't think US wants a high inflation   numbers after all. Good Luck, Tigers.
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ it's another profit taking after seeing the counter dances up and down for many weeks. Just don't ...
TOPJackQuant: I think Chinese companies listed on the US stock market have a certain discount compared to those listed on the Hong Kong stock market.
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2.51K
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nerdbull1669
·
2025-08-31

How We Can Trade Around A Potential Sep Rate Cut Which Might Trigger Major Trend Shift?

A potential September 2025 rate cut is more than just a monetary tweak—it is a strategic inflection point. Market expectations are high, with many analysts and investors already pricing in the move. The key for investors is to understand how different asset classes react and to position their portfolios accordingly. In this article, I would like to share some of the strategy I planned to use to capture this potential major trend shift. How to React to a Potential Rate Cut Understand the "Why": The most crucial question is why the Fed is cutting rates. Soft Landing: If the Fed cuts rates to "recalibrate" policy as inflation moderates and the economy remains resilient, this is generally a bullish sign for stocks. Hard Landing: If the Fed is cutting rates to combat an economic slowdown or rec
How We Can Trade Around A Potential Sep Rate Cut Which Might Trigger Major Trend Shift?
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780
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NinjaDad
·
2025-08-30
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