The British Bond Collapse: A Warning Sign for Global Debt Markets
$S&P 500(.SPX)$$SPDR S&P UK DIVIDEND ARISTOCRAT UCIT ETF(UKDV.UK)$ The financial world is watching in shock as Britain’s bond market unravels before our eyes. What many assumed was a safe, stable corner of the developed world’s financial system has suddenly revealed deep structural cracks. Bond yields have surged to levels not seen in nearly three decades, investors are losing faith in UK gilts, and the pound sterling is stumbling under pressure. For those paying attention, this crisis was entirely predictable. Years of mounting debt, political indecision, sluggish growth, and misguided fiscal strategies created the conditions for disaster. But Britain’s unfolding bond collapse is not just a l
Nebius’ 50% Rocket Ride: Follow Nvidia’s Lead or Avoid the Hype Trap?
Nebius (NBIS) has soared 50% to $96.82 after announcing a $19.4 billion multi-year deal with Microsoft, with $17.4 billion committed for AI cloud services and a $2 billion option through 2031, per its SEC filing. Nvidia (NVDA), a key backer, trades at $175, up 25% YTD, while the S&P 500 hits 6,520, Nasdaq 21,950, and Bitcoin $123,456. The VIX at 14.12 signals calm amid oil at $74.50/barrel and tariff tensions. Posts found on X buzz with “NBIS moonshot” excitement, but some caution “overvalued risks.” Is NBIS now too expensive like CoreWeave, or does upside remain? Should you follow Nvidia into this growth stock? This deep dive explores the surge, valuation debate, Nvidia’s role, outlook, trading strategies, and a plan to navigate this AI hyperscaler frenzy. The Surge Unveiled: Microsof
The Economic Twilight Zone: Dollar in Freefall, Gold to $5,000?
$SPDR Gold Shares(GLD)$ So, here we are—the endgame is no longer a warning on the horizon. Economic crash isn’t approaching; it’s unfolding right in front of us. For years on this channel, we’ve been connecting the dots, seeing through the illusions, and warning that this day was coming. Think of it like The Matrix—we’ve been Neo, dodging the misinformation, parsing through the hidden code, while the majority bought into the official story. Now, Agent Besson is cornered, and there’s no escape hatch left. Spin, denial, and propaganda won’t mask this collapse. The Jobs Report: A Canary in the Coal Mine The latest U.S. jobs report is nothing short of catastrophic. August payrolls showed a meager 22,000 jobs added. In June, revisions confirmed job loss
Inflation Showdown: 25bps Locked or 50bps Shocker Ahead?
$S&P 500(.SPX)$$NASDAQ(.IXIC)$ The market’s eyes are glued to U.S. inflation data this week, with the Producer Price Index (PPI) dropping Wednesday and Consumer Price Index (CPI) on Thursday, alongside lingering jobs concerns after August’s dismal 22,000 job gain. The S&P 500 holds at 6,520.34, Nasdaq at 21,950, and Bitcoin at $123,456, while 10-year Treasury yields dip to 3.65% and the VIX sits at 14.10, hinting at calm before the storm. Posts found on X reflect growing calls for Federal Reserve rate cuts, with 25 basis points (bps) priced in at 88% odds and 50 bps at 11.8%, per CME FedWatch, amid stagflation fears. Has the pullback ended? Will cuts exceed expectations? Is it 25bps or 50bps? Wi
Oracle’s AI Explosion: 27% Surge - Jump In or Miss Out?
Oracle ( $Oracle(ORCL)$ ) rocketed 27% in after-hours trading to $294.70 on September 9, 2025, following a Q1 earnings report that highlighted a staggering 359% year-over-year jump in contracted revenue to $455 billion, despite missing revenue and EPS estimates. The AI cloud database leader’s growth, driven by $7.2 billion in cloud revenue (up 28%) and four multi-billion-dollar contracts, outshines the S&P 500’s steady 6,520.34 and Nasdaq’s 21,950. Bitcoin holds at $123,456, oil sits at $74.50/barrel, and the VIX at 14.12 suggests calm amid tariff chatter. Posts found on X buzz with “Oracle AI takeover” excitement, but some flag “valuation risks.” Are you missing this SaaS leader? Which SaaS stocks are on your radar? Is Oracle your pick? This
iPhone 17 Bombshell: AAPL Rally Ignites or Tariff Storm Looms?
$Apple(AAPL)$$S&P 500(.SPX)$$NASDAQ(.IXIC)$ Apple's stock dipped to $234.35 after the iPhone 17 reveal, despite new features like a slimmer design, advanced AI, and upgraded pricing starting at $799, as Wall Street deemed upgrades incremental amid tariff threats. Analysts remain mixed, with an average target of $237.47 but highs at $300, suggesting potential upside if AI shines. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm, but oil at $74.50/barrel adds nuance. Posts found on X buzz with "iPhone 17 flop" but "AI potential," showing split sentiment. This deep dive explores the announcement, c
🟩 🦖 **Singapore Market Update: STI Near Record Highs!** 📈 Ready to stay ahead of the curve, Singaporean investors? In today’s episode of the Investing Iguanas daily digest, we dive into the latest Straits Times Index (STI) moves as it hovers near record highs. Shedding light on regional sentiment shifts, safe haven appeal, and the actionable strategies you need, this video is packed with insights to help you make smarter investment decisions. ✨ **What’s on the radar?** - 📊 STI Update: Learn how the index is reacting to mixed regional signals and profit-taking pressures. - 🏢 **Fraser’s Property**: Leadership realignment in Thailand—what does it mean for long-term value creation? - 📦 **Singapore Post**: Alibaba’s stake sale—short-term pressure or long-term opportunity? - 🌏 **HRNet Group**: E
Are You Picking the Wrong Data Centre REIT? | 🦖 #TheInvestingIguana EP1082
🟩 📊 Ready to master Singapore’s data center REITs game? Join Iggy as we dive into the booming world of digital infrastructure with a sharp focus on investment decisions that matter! In this video, we’re shedding light on Singapore’s top data center REITs, breaking down their strengths, risks, and whether they’re a buy, hold, or avoid. Packed with insights and practical tips, you’ll learn how to align these REITs with your CPF or SRS strategies for a rock-solid portfolio. 🦖 From the pure-play leader Keppel DC REIT (a clear *buy*) to the diversified resilience of Mapletree Industrial Trust (*hold*), and even the high-risk, high-reward Digital Core REIT (*speculative buy/avoid*), we’ve got you covered. Plus, find out why Ascendas REIT isn’t the ticket for data center growth and why the newly
🚀📊💎 Market Recap 09Sep25: Oracle’s $455B Backlog Boom, Ellison vs Musk Showdown, and SPX Record Highs 🚀📊💎
$Oracle(ORCL)$$Tesla Motors(TSLA)$$Apple(AAPL)$ 🍎 Down Movers Apple $AAPL slipped -1.48% to $234.35 after unveiling its full iPhone 17 lineup. Despite product buzz (iPhone 17 from $799, Air $999, Pro $1,099, Pro Max $1,199), the stock sold off. The Mag 7 day was mostly green except for Apple’s pain. I’m watching Apple $AAPL closely; the iPhone 17 launch couldn’t stop a -1.48% selloff. Given its weighting in both the S&P 500 and Nasdaq, Apple’s weakness tempered what was otherwise a green mega-cap day. 🚀 Up Movers Tesla $TSLA +0.16% to $346.97 Meta $META +1.78% to $765.70 Amazon $AMZN +1.02% to $238.24 Google $GOOGL +2.39% to $239.63 Nvidia $NVDA +1.46
Crypto IPO Frenzy: Nasdaq Puts $50M on Gemini, Figure and Klarna Join the Race
The U.S. IPO market is about to witness a historic “crypto + fintech” superweek. Three unicorns — $Gemini Space Station, Inc.(GEMI)$ , $Figure Technology Solutions (FT Intermediate)(FIGR)$ , and $Klarna Group plc(KLAR)$ — are all gearing up to go public. Each could redefine its sector. Combined, they highlight how fast both digital assets and fintech lending are moving from the fringe to the core of Wall Street. $Gemini Space Station, Inc.(GEMI)$ : Nasdaq itself is the ultimate validatorStrategic twist: Nasdaq is investing $50 million in Gemini’s IPO — the first time a major exchange has ever taken an equity stake in a c
$AUX ELECTRIC(02580)$ Wuhu plant operational, Ningbo base under construction. Capacity expansion will speed up global order response. Aux Electric has solid fundamentals and reasonable valuation—suitable for long-term holders.
$SMIC(00981)$ The chip sector is under pressure from SMIC, but integrating subsidiaries during the bull market will boost capacity and enhance EPS and book value per share—clearly a long-term positive.
$XIAOMI-W(01810)$ 's deliveries were strong last week, with the "93" milestone hit. Next week looks even brighter! Lei Jun's tough call shows leadership courage. The strict, equal management system sets a firm example—great for long-term team discipline.
$MEITU(01357)$ has transitioned from a simple photo app to an AI-driven company with a solid subscription model and clear enterprise strategy. While short-term stock fluctuations occur due to competition, the core business remains strong with long-term growth intact.
$Alibaba(BABA)$ In H1 2025, China's AI cloud market hit 22.3B RMB, with Alibaba Cloud leading at 35.8% share — bigger than No.2 to 4 combined! Powered by its full-stack AI strategy, it keeps dominating. $BABA nearing 150, go Alibaba!