To The Moon

Broadcom Options Volume Jumps Seven-Fold as Shares Hit All-Time High $Broadcom(AVGO)$   options volume jumped more than seven-fold, allowing the company to join its biggest rival $NVIDIA(NVDA)$  , electric vehicle giant $Tesla Motors(TSLA)$   and $Opendoor Technologies Inc(OPEN)$   in the most active stock options Friday.  That comes as shares climbed as much as 16.4% to an intraday all-time high of $356.34, buoyed by brightening outlook and better-than-expect

🟩 🌟 **STI Hits a New High! What Does It Mean for Your Portfolio?** 🌟 Join Iggy on today’s Investing Iguana digest as we dive into the latest moves on the SGX, shedding light on the Straits Times Index (STI) hitting a record high at 4,337.08! Packed with insights, this episode unpacks key financial updates, economic strategies, and investment decisions that could shape your portfolio. 📈 From Capland China Trust’s cautious property results to Kamba’s surprising profit turnaround and Southern Alliance’s bold rights issue, we’re cutting through the noise to show you where risks and opportunities lie in Singapore’s market. Plus, the latest trends in manufacturing and electronics reveal how AI and automation are driving resilience in tech-driven sectors. 💡 Whether you're looking to refine your i

1. Gemini — “compliant exchange” vs loss drag Positioning: Gemini has long leaned into a compliance-first brand (NY BitLicense; global permits). Recent headlines also show a meaningful legal overhang clearing: in Jun 2024, Gemini reached a US$50M settlement with the NY Attorney General over “Earn,” with a ban on lending programmes in New York going forward. This resolves a major reputational and regulatory risk item.  Financials: The S-1 indicates sizeable red ink—about US$282.5M net loss in 1H25—while targeting a US$17–19 price range and ~US$2.2B valuation. Losses are the near-term constraint; the brand’s “compliance premium” only sustains if volumes/fee take recover and cost discipline tightens.  Bottom line: Gemini can keep flying the “compliant” flag, but its valuation will t

$Lululemon Athletica(LULU)$  Lululemon’s current situation is a classic “good brand, tough macro/policy headwinds” case: 1. Fundamentals & near-term challenges Earnings beat, revenue miss: The company managed an EPS beat, but topline weakness shows demand is softening relative to expectations. Tariff shock: Management guided to a US$240M tariff burden, exacerbated by the end of the de minimis import rule (which previously allowed duty-free small shipments). This hits margins, not just volumes. Competitive pressure: Alo and other athleisure peers are taking share, especially with younger consumers and in international markets. Stock reaction: After already losing ~20% on the previous report, another cut in outlook

Here’s my take on Tencent’s AI push, its stock trajectory, and how it stacks up versus Alibaba in the race for China’s tech crown. --- 1. When might Tencent break out to new highs? What gives me confidence it could: Fast AI rollout through WeChat + DeepSeek. Tencent has embedded the DeepSeek-R1 model into WeChat search and its Yuanbao AI app. DeepSeek, as a low-cost, open or semi-open model with strong reasoning and contextual understanding, gives Tencent a big advantage in quickly turning AI into product features and monetisation across its massive user base.  Strong recent earnings supported by AI-inflected growth. In Q2 2025 Tencent saw 15% YoY revenue growth and 18% growth in non-IFRS operating profit; its gaming business, especially Honor of Kings, and marketing services benefitt

🟩 🦖 Ready to master SG stock picking? This video is packed with insights, breaking down 4 simple steps to help you pick, value, and time your investments with confidence. Whether you're a new investor or just tired of gambling with better graphics, join Iggy, your trusted Singapore market analyst, as he sheds light on financial health, sector strategies, valuation techniques, and timing your entries. 📊 From DBS to Singtel to Keppel, you'll learn how price follows earnings, why fundamental analysis works, and how to use practical tools like ROE, margins, and free cash flow to screen for winners. Plus, explore how to spot opportunities in REITs, banks, and telcos, all while avoiding common traps like chasing unsustainable yields. The roadmap is clear, actionable, and designed to help you bui

$Dow Jones(.DJI)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ OverviewDespite a rocky start to the month, August saw Morningstar’s US Market index up on the month 2.1%, with the S&P500 up 1.9%. The Fed’s Jackson Hole meeting initially caused a broad de-risking that ended up boosting returns as investors now fully expect the Fed to cut during the September meeting.Inflation came in at expectations, with CPI posting 2.7% month over month annualized. The long-term trend is a continuous move down toward the Fed’s 2.0% target, though progress once again appears to be stalling.However, the story has now become one of balancing jobs with the price level. Job growth since J

Broadcom Earnings Review: $10B Deal Lifts FY26 AI Outlook Shares of $Broadcom(AVGO)$   , a global leader in AI custom silicon (ASICs), jumped over 4% in after-hours trading following the release of its fiscal Q3 2025 earnings report. Let's break down the key highlights. FQ3 Key Financial Highlights ~Revenue: $15.95 billion, up 22% year-over-year and 6% quarter-over-quarter, slightly beating the guidance of $15.8 billion. ~Gross Margin: 67.1%, an increase of 3.2 percentage points YoY but a decrease of 0.9 percentage points QoQ. This was slightly above the 67% guidance. ~GAAP Net Income: $4.14 billion, swinging to a profit from a loss a year ago but declining 17% sequentially and falling short of the consensu

I have to admit, I won't be jumping in to catch a sharp falling knife like Figma's $Figma(FIG)$   recent 20% plunge. The volatility is a bit too much for my taste, especially after seeing the stock take such a hit post-earnings. I'm not Cathie Wood with her massive ARK Invest funds to cushion the risk—haha, I wish I had that kind of firepower! Given that Figma surpassed revenue estimates with $249.6 million against the expected $248.8 million, and even turned a modest $846,000 profit compared to a huge $827.9 million loss last year, it's tempting. But the lock-up expiry and the 35% share extension some investors agreed to make me cautious. That kind of overhang could keep the pressure on the stock price for a while. I'm more inclined to w

Broadcom’s $Broadcom(AVGO)$ earnings were strong, and that $10B custom AI order shows big cloud players want alternatives to Nvidia. ASICs may not fully replace GPUs, but they’re cheaper, more efficient for inference, and make Broadcom an important player in the AI ecosystem. Still, I’m cautious about chasing AVGO after a +12% spike, since history shows it often cools off post-earnings. Meanwhile, Nvidia’s dip looks more attractive — despite competition, it still dominates training workloads and the CUDA ecosystem, which are hard to replace. For now, I’d watch Broadcom for consolidation while eyeing NVDA’s $NVIDIA Corp(NV