I see $SoFi Technologies Inc.(SOFI)$ and $NEBIUS(NBIS)$ as two names with real potential to follow the path of Nvidia, Tesla, or Palantir. SoFi has already moved beyond being just a fintech app, building a full ecosystem of lending, investing, banking, and tech services. That kind of expansion creates a moat that could help it scale far bigger in the years ahead. Nebius, meanwhile, reminds me of Nvidia’s pivot into AI. It’s aiming to be a leader in AI cloud infrastructure, an area still in its early stages but critical for the future of computing. If it executes well, Nebius could become a foundational player in the same way Nvidia has for GPUs. I also believe conviction and timing matter more than si
Figure Soars 24% on Debut — Will Gemini Beat It Tonight?
$Figure Technology Solutions(FIGR)$ The intersection of traditional finance and blockchain has never been more visible than it is today. After years of skepticism, institutional players are no longer just watching crypto and fintech innovators from the sidelines—they are actively partnering, investing, and building bridges that could reshape capital markets. This week’s events underscore the trend: Figure Technology debuted with a 24% surge, and tonight, Gemini is set to make its long-awaited market entry, backed by a partnership with Nasdaq. For investors, these back-to-back listings present a fascinating opportunity to compare two very different blockchain stories: one rooted in fintech lending, the other in digital asset custody and exchange. T
Market Fully Prices In Three Consecutive Fed Rate Cuts This Year After CPI Data
Earlier this week, the U.S. Bureau of Labor Statistics released back-to-back August PPI and CPI reports. After July’s PPI surprise spike, August came in unexpectedly soft. Meanwhile, CPI ticked up slightly but was very much in line with expectations. Combined with Jerome Powell’s dovish-leaning comments at Jackson Hole and last Friday’s very weak nonfarm payrolls report, analysts have turned more aggressive in their expectations for the Fed’s rate-cutting path over the next few months. August PPI and CPI at a Glance On Thursday, ahead of the U.S. market open, August PPI showed an unexpected drop: down 0.1% month-on-month versus expectations for a 0.3% rise. Year-on-year, PPI grew 2.6%, well below the prior reading and consensus of 3.3%. Core PPI (ex-food and energy) grew 2.8% y/y, missing
I didn’t join Figure’s $Figure Technology Solutions (FT Intermediate)(FIGR)$ IPO. I was still stuck in Bullish $Bullish(BLSH)$ — went in excited, but the stock dropped hard right after listing, and that taught me to be more careful with new crypto IPOs. Figure feels different though. It’s already profitable, has issued billions in loans, and is proving blockchain can deliver real business value. That’s rare in this sector, and it makes me think it could lead the way in tokenized finance. Going forward, I see more blockchain IPOs coming as digital assets gain acceptance. But I’ll be selective this time, only looking at companies with strong fundamentals like Figure, rather than chasing every hype play
LEAPS Call: How to Join the Long-Term Market Rally at Lower Cost? | #OptionsHandbook EP049
If you’re bullish on a stock for the long run but don’t want to commit a big chunk of capital upfront, is there a smarter way to join the upside?🤔 Absolutely. The Options Handbook introduces the LEAPS Call strategy, which might be just what you need! ▶ What is a LEAPS Call? LEAPS (Long-Term Equity Anticipation Securities) are just what they sound like: stock options with a long runway, typically expiring more than a year out, sometimes two years or even longer. For example, in 2025, you could buy a LEAPS option that expires in January 2027. In plain English, a LEAPS call lets you control a stock's upside for a fraction of the price, instead of coughing up the full amount to buy shares outright. ▶
Everyone's eyes on the price but what is it ? [Part 2]$YZJ Fin Hldg(YF8.SI)$ I alluded previously that this is important but never said why. Now, take a step back and think about it. There is a spin off going to happen in about 45 trading days somewhere in Nov 2025. Each of the players will have a target spin off price, albeit a possibly different one. Let's assume markets are efficient then. Well, if it's efficient, then the final spin off price is simply the weighted average of all target prices. Mathematically, number of shares * expected spin off price and you sum each player on the board, then find the average across the total number of shares. Things are slightly more interesting now because we have part 1 and 2. And what
Wall Street’s Stealth Buy-In vs. Main Street’s Sell-Off: Who’s Winning?
A dramatic shift is unfolding as retail investors, after 36 weeks of relentless buying, have turned net sellers, offloading $700 million in U.S. equities last week—their second sale in three weeks—with a four-week average sale of $200 million. Meanwhile, institutional investors are quietly stepping up, purchasing $1.1 billion last week, marking six consecutive weeks of inflows, the longest streak since the 2022 bear market, with a four-week average buy of $1.7 billion. The S&P 500 holds at 6,590, Nasdaq sits at 22,150, and Bitcoin steadies at $125,200, while the VIX dips to 13.80 and oil hovers at $74.20/barrel. Posts found on X highlight “Wall Street’s edge” and “retail fatigue,” sparking debate. This deep dive explores the investor divide, market dynamics, key sectors, outlook, tradi
$Opendoor Technologies Inc(OPEN)$ 🏠 Opendoor Rockets! Would You Take Profit at $10? 🚀 Opendoor Technologies ($Opendoor Technologies Inc(OPEN)$ ) has become one of the most talked-about momentum trades of the summer. The stock surged 50% in a single week after the company announced a leadership shake-up — appointing a new CEO while bringing in Keith Rabois, a well-known tech investor and early PayPal Mafia member, as chairman. For many retail traders, that was all the spark needed to push the stock above $8, with chatter now focused on whether $10 is next. But behind the fireworks lies a deeper debate: is Opendoor finally turning a corner with its AI-driven real estate platform, or a
🚀 Figure vs Gemini: Who Will Rule the Fintech Spotlight? The fintech market just got a double dose of excitement. Figure Technologies $Figure Technology Solutions(FIGR)$ surged +24% on debut, riding investor enthusiasm around its blockchain-based lending model and strong demand for its IPO. Now, all eyes turn to Gemini, set to start trading tonight with a Nasdaq partnership that promises custody, staking, and collateral management infrastructure. This sets up the perfect rivalry: one company already off to a flying start, the other backed by heavyweight partnerships before its first trade. The question retail investors are asking: will Gemini outperform Figure’s breakout, or is Figure’s early momentum too strong to beat? --- 📊 Figure’s
Lulu Drops for 3 Quarters: Back to 2020 Lows - Buy the Dip?
I’ve always been a fan of Lululemon. Their products—athletic apparel, footwear, and accessories—combine style, quality, and functionality in a way few brands manage. From sleek leggings to cozy hoodies, they make workout gear that people actually want to wear outside the gym. It’s no wonder Lululemon has cultivated such a loyal following. But when it comes to their stock, things have been rough lately. Lululemon (LULU) has now dropped for consecutive quarters, recently hitting levels not seen since 2020. The company topped second-quarter earnings estimates but slightly missed revenue expectations. More concerningly, Lululemon said the effect of tariffs and the removal of the de minimis exception are hitting its sales. Tariffs, competition, and headwinds from peers like Alo have weighed hea
$Tesla Motors(TSLA)$ 🦾🚘📈🅱️U̥ L̥ L̥ I̥ S̥ H̥📈🤖🔋 I’m watching the power of the $351 break. Market makers are clearly offsides and the chase is on. TSLA has ripped to $394.80 (+7.05%) with intraday call walls stacked at $400. Gamma exposure clusters sit near $391, with heavy ITM flow confirming strength. Support rests at $368.27 and $356.95, while upside resistance lies at $400–420. With OI stacked across 390c–405c and IV at 61.92%, the setup favors continuation. Was $351 ever retested? That level now feels like a launchpad. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the
My first Singapore stock was Singtel. my favourite REIT is CICT, it owns many malls and offices in Singapore and is a largest REIT on SGX with 90% exposure to Singapore. I invest in SGX because it is my home market and I get to interact and speak to the people working in these companies easier
Healthy Profits or Price Headache? UNH’s Road to $400
UnitedHealth Group is a stock in need of a second opinion. Trading at $353, down more than 40 per cent from its 52-week high, it sits at a valuation multiple of just 15 times earnings — modest for a company that still pulls in over $420 billion in annual revenue. The market is clearly pricing in lasting damage. I think the case is more nuanced. If Optum can recover margins, if Medicare Advantage scrutiny is contained, and if capital returns are deployed with conviction, then the climb back to $400 is achievable. Networks align: Optum’s reach could redraw healthcare’s balance sheet Optum’s margin pulse Optum has become the engine that keeps $UnitedHealth(UNH)$ competitive. It now accounts for nearly half of operating earnings, yet recent quarters ha
so exciting to see the name catchup as every other Mag 7 was green YTD, now $TSLA is up about 4% this year after the move seems like the robotaxi nevada headlines are helping it, along with Elon saying "the govt is unfixable" and people feeling he's going to be much more into tesla over politics EV tax credit expiring end of month seems to be creating enough demand for this to be a 500K+ delivery quarter for Tesla hard to fade fsd, energy, and robotics over the next decade but 2026 earnings, as per elon, won't inflect until around Q3 next year street seems to be pulling forward that growth as the entire market begins to make a move higher also lower rates = bullish for buying cars
I’d agree that timing and conviction often matter more than simply holding for a long horizon. Nvidia, Tesla, and Palantir all had clear inflection points where their narrative shifted from “niche” to “mainstream,” and the outsized returns went to investors who recognised those moments early. As for emerging names with moat-based innovation potential, I’d keep an eye on companies in AI infrastructure (e.g., semiconductor design beyond GPUs), synthetic biology, and energy storage. The common thread is that these sectors have steep barriers to entry, compounding advantages from scale or data, and long runways for growth. Holding for 15 years only works if the company keeps compounding. But recognising the “iPhone moment”—where technology meets mass adoption—is what really separates exponenti
Is Tesla's China Surge the Next Quantum Leap in Share Price?
🌟🌟🌟Tesla $Tesla Motors(TSLA)$ just lit up the Chinese EV market with a surprise hit - the Model Y L, a long wheelbase, 6 seater SUV tailored for multi generational families. Within days of launch, the Model Y L sold out through November, racking up over 120,000 orders. Investors responded with a 5% surge in Tesla share price. However the real question isn't just about 1 vehicle. It is about a company rewriting its destiny. Elon Musk isn't just selling cars anymore. He is pitching a future where AI, humanoid robots and autonomous fleets drive Tesla's next Trillion Dollar quantum leap. With a proposed USD 1 Trillion performance package tied to milestones like deploying 1 million Optimus robots and robotaxis,
Technical Breakout at the Gates: CapitaLand Ascott Trust Eyes S$0.92 Resistance for Next Bull Run
Technical Analysis (as of 13 Sep 2025) The chart shows a steady recovery in $CapLand Ascott T(HMN.SI)$ price since April 2025, forming a clear horizontal resistance band slightly above the S$0.90 level. Multiple attempts to break above this resistance (marked by circles) have occurred in 2024 and 2025, making S$0.91–0.92 a key breakout zone. The price is currently testing this resistance with higher volume, and a clear breakout could indicate further bullish momentum. The 20, 40-day EMA, and 50-day SMAs are stacked bullishly above the 200-day MA, confirming a short-term uptrend. Price has consistently found support near S$0.86 (major historical support zone). The current structure suggests increasing accumulation and reduced volatility. Watch fo
🚨🚨Market Analysis September 13, 2025 Showed a mixed picture with an overall focus on the anticipation of a potential interest rate cut by the U.S. Federal Reserve. This expectation is driven by recent economic data, including a rise in jobless claims and cooling inflation. Here is a summary of the market analysis: U.S. Markets: * Mixed Performance: On Friday, September 12, the S&P 500 saw a slight dip, while the Nasdaq Composite reached a new record high, and the Dow Jones Industrial Average fell. However, all three indices finished the week with gains. * Key Drivers: Investor sentiment is heavily influenced by the belief that the Fed will cut interest rates, possibly by 25 basis points, at its upcoming meeting. This has been a significant factor in lifting major U.S.
ATCH: The Fintech Underdog Poised for a Monumental Rally in 2025
In the volatile world of penny stocks, few names have captured the imagination of savvy investors like AtlasClear Holdings, Inc. (NYSE American: ATCH). Trading at a mere $0.39 as of September 13, 2025, this micro-cap fintech powerhouse has endured a brutal year, down nearly 96% year-to-date amid broader market headwinds. But beneath the surface lies a story of transformation, resilience, and untapped potential. With explosive subsidiary growth, strategic expansions into high-growth sectors like crypto and stock lending, and a slate of upcoming catalysts, ATCH isn’t just surviving—it’s gearing up for a breakout. For contrarian investors eyeing the next big multiplier, this could be your ticket to outsized gains. A Turnaround Fueled by Subsidiary Firepower At the heart of ATCH’s resurgence i
Tesla Options Volume Jump as EV Maker Sees Millions of Dollars in Bearish Trades $Tesla Motors(TSLA)$ 's options volume jumped as the electric vehicle giant saw millions of dollars in bearish block trades after shares jumped to their highest intraday level since January. Shares advanced as much as 7.4% to $395.99 before paring the gains to $394.67. The stock headed for a fourth straight day of gains after media reports that the company got a permit from Nevada's Department of Vehicles to begin testing its autonomous vehicle technology on public roads. That could take Tesla a step closer to its goal of launching an autonomous ride-hailing service in the U.S., a target that CEO Elon Musk said in July