2.11K
·
09-26
Intel’s “revenge comeback” looks credible after landing multi-billion deals with Nvidia and reportedly opening talks with Apple. Its market cap remains modest versus peers, suggesting upside if it executes, though proving it can deliver leading-edge chips at scale is critical. Other likely allies include Microsoft, Amazon, and Google—firms keen to diversify away from TSMC and gain U.S. political cover. Defense contractors may also join given Washington’s push for domestic semiconductor resilience. A Meta investment could be more political than financial: signaling support for reshoring, earning regulatory goodwill, and mirroring Trump-style “credit claiming.”
TOPEnid Bertha: Instead of rising further with Trump's new semiconductor tariffs, INTC started selling off around 2PM after breaching $36. I'm guessing people are taking some off the table after the 50% rise from the past month.
2.09K
·
09-26
💡 Rules for Investors Under $100K: How to Build Wealth Without Playing Wall Street’s Game 🚀 Introduction – Why the First $100K Feels Impossible Charlie Munger once said: “The first $100,000 is a b***, but you’ve got to do it.”* Most investors know this pain. With less than $100,000 in the market, every loss feels heavy, every win feels fleeting, and competing with Wall Street’s billion-dollar funds seems hopeless. But here’s the truth: you don’t need size to succeed. What you need are rules, discipline, and patience. With the right playbook, small investors can grow wealth steadily, without chasing hype or gambling. Here are 7 rules that every investor under $100K should master. --- 1️⃣ Control What You Can – Costs & Fees When your portfolio is small, every dollar counts. A 1% fee on $
TOP$500/month auto-contributions work—compounding’s way more reliable than lucky picks.
700
·
09-26
Powell’s remark highlights a growing concern—valuations are stretched, especially with the S&P 500 trading well above historical averages. Elevated multiples leave less margin for error, making the market more sensitive to macro shocks or earnings disappointments. A correction, even if brief, would not be surprising as investors reassess risk premiums. That said, seasonality still matters. Historically, U.S. equities often climb into year-end, supported by window-dressing, holiday spending, and year-end liquidity flows. Unless economic data sharply weakens or policy guidance turns more hawkish, the recent pullback may remain shallow rather than a full reversal. In short: Powell’s warning could spark choppiness, but without a major catalyst, it may play out as consolidation rather than
TOPInsightful analysis, truly thought-provoking! [Heart]
1.25K
·
09-26
$Intel(INTC)$
TOPInstead of rising further with Trump's new semiconductor tariffs, INTC started selling off around 2PM after breaching $36. I'm guessing people are taking some off the table after the 50% rise from the past month.
1.47K
·
09-26
Both rules have merit, but if I had to choose, I lean toward holding long-term. Time in the market generally beats timing the market, especially for retail investors with limited capital. Compounding, dividends, and the steady growth of quality businesses reward patience far more reliably than short-term trades. “Buying low, selling high” sounds ideal, but in practice it demands precision, speed, and constant monitoring—areas where Wall Street’s algorithms have the edge. Retail investors often get whipsawed trying to time entries and exits. If I could hold only one U.S. stock long-term, it would be Apple (AAPL). It combines strong brand loyalty, recurring revenues from its ecosystem, disciplined capital returns, and continuous innovation in both hardware and services. Apple isn’t the fast
TOPApple got a 100% pass on tariffs, then they downgraded to aluminum, and still raised the price of their phones by 10%. Only way they can grow now I guess.
888
·
09-26
📊 Stocks to Watch Today (26 Sep): Key Movers & Market Signals 🚀 Introduction – A Cautious Market Mood Markets opened today under pressure, with all three major U.S. indexes trading lower: Dow Jones (.DJI): 45,947 (▼0.38%) Nasdaq (.IXIC): 22,384 (▼0.50%) S&P 500 (.SPX): 6,604 (▼0.50%) The pullback reflects a mix of macro caution and stock-specific catalysts. With Powell’s recent comments on valuations still weighing on sentiment and bond yields holding firm, investors are asking: Where are the opportunities hiding today? Here are the top themes and stocks to watch on Sept 26. --- 1️⃣ Macro Spotlight – Fed & Yields in Focus Powell’s Warning on Valuations: His remark that U.S. stocks are “quite high by many measures” continues to reverberate. Traders are rethinking risk as equity
TOPAAPL may be consolidating here before next all time high.
1.78K
·
09-26
$Tesla Motors(TSLA)$ 🚀📊🔥 $TSLA Sideways Coil Meets Gamma Expiry Volatility Reset 🔥📊🚀 I’m watching Tesla compress sideways while momentum resets. The MACD has bled down aggressively, but price is still holding the 418–423 consolidation band, right where Ichimoku cloud and Keltner mid-band overlap. This is the battleground zone that decides the next leg. 📈 Base Case (60% probability: Bullish re-acceleration) If 418 holds, the MACD reset completes and upside momentum returns. Targets: 445 first, then 453–460. Tesla’s history shows these sideways resets after strong runs often resolve higher. 📉 Bear Case (30% probability: Deeper reset) A break below 418 drags price toward 400–405. That extends consolidation into October before bulls can regain momentu
TOPI like how you framed the 418 level as the real line in the sand. The way gamma expiry can flip volatility feels similar to what we saw with NVDA after that big June OPEX unwind where price action suddenly opened up on both sides.
619
·
09-26
🇸🇬 Singapore Daily Market Update (26 Sep 2025) | 🦖 #TheInvestingIguana EP1101
🟩 📈 Ready to master the SGX market? Join Iggy, the Investing Iguana, as we dive into today's top market updates, packed with insights and actionable strategies for savvy investors! From the Straits Times Index trends to key developments with Singpost, Capital Integrated Commercial Trust, and Shangong, we're shedding light on the catalysts shaping the SGX landscape. 🦖 Whether you're tracking leadership changes at Singpost, examining REIT funding strategies, or navigating legal challenges affecting Wilar, this video is your ultimate guide to making informed investment decisions. Learn how execution quality, cash flow durability, and operational strategies give you the edge in today's market. 💡 Plus, discover how companies like Shangong are scaling logistics for future growth and why long-ter
TOPCICT’s floating-rate refinance is risky—rate cuts can’t come soon enough!
1.94K
·
09-26
$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ 🚀🛰️💼 $RKLB Acquiring Mynaric AG for $150M: The Laser Link Gamechanger 💼🛰️🚀 I’m calling it: this is Rocket Lab’s most pivotal move yet. On 25Sep25, Rocket Lab filed an 8-K confirming a Stock Purchase Agreement to acquire all outstanding shares of Mynaric AG in a deal worth up to $150M. The structure includes $75M cash/stock at closing, plus an earnout of up to $75M tied to revenue milestones for 2025, 2026, and 2027. 🛰️ Why Mynaric matters: Mynaric builds optical communications terminals (OCTs) that enable direct satellite-to-satellite laser links. This eliminates sole reliance on ground stations and allows for: • 📡 Ultra-fast broadband
TOP🛰️The Mynaric piece really stands out to me because it finally gives Rocket Lab a direct shot at competing with the integrated models we’ve seen from SpaceX. It’s a very different play from what Maxar or even Iridium has done and the timing couldn’t be better.
3.03K
·
09-26
🍾 𝐂𝐞𝐧𝐭𝐮𝐫𝐢𝐨𝐧 𝐀𝐜𝐜𝐨𝐦𝐦𝐨𝐝𝐚𝐭𝐢𝐨𝐧 𝐑𝐄𝐈𝐓 𝐈𝐏𝐎 𝐃𝐞𝐛𝐮𝐭 𝐚𝐭 𝐒𝐆𝐗
Honored to be invited as a guest for the Centurion Accommodation REIT (CAREIT) IPO ceremony at the SGX IPO Arena today. CAREIT marks a milestone as Singapore’s first pure-play purpose-built living accommodation REIT, debuting strongly with an opening price of S$0.98—11.4% above its IPO price of S$0.88. The offering raised an impressive S$771 million, making it the city’s second-largest IPO this year and drawing overwhelming investor interest with total demand oversubscribed by 16.6 times. $Cent Accom REIT(8C8U.SI)$ $Centurion(OU8.SI)$ This new REIT features a resilient portfolio of 14 high-quality assets with a combined value of S$1.8 billion, including: 🏠 Five purpose-built workers’ accommodation pr
TOPSingapore's Centurion Accommodation REIT $Cent Accom REIT(8C8U.SI)$ raised US$599 million in its initial public offering, with its stock opening up 9.1% on Wendnesday, making it the second-largest IPO this year. This helped push Singapore's IPO fundraising to US$1.4 billion this year, a six-year high and a sign of a market recovery.[Allin][Allin][Allin]
977
·
09-26
$NVIDIA(NVDA)$
TOPPe is 60 while chip sector average Pe is 20.. $75 is a more logical price for NVDA
1.52K
·
09-26
Why Diversifiers To Manage U.S. Stocks Valuation Concerns and Macro Risks.
When U.S. equities are expensive, investors often look for diversifiers to manage valuation and macro risks. In this article, I would like to share how we are breaking them down into three parts: U.S. stock valuations, Precious metals, Cryptocurrencies With this approach, we will pull them together in portfolio terms. U.S. Stock Valuations Current backdrop: U.S. equities (S&P 500, Nasdaq) trade at forward P/E ~20–22x, above long-term averages (~15–16x). This leaves limited margin of safety. Macro risks: Rate cuts may support valuations, but sticky inflation, slowing earnings growth, or geopolitical shocks could expose downside. Implication: Overvaluation suggests future returns (next 5–7 years) may be below average. S&P 500 Forward P/E ratio as of 25 Sep 2025 is at 23.45, in late A
TOPIt's crucial to consider the risks associated with high stock valuations.
6.46K
·
09-26
Momentum Watch: TSLA at Resistance, Supports Mapped
Tesla ( $Tesla Motors(TSLA)$ ) – Some news and key levels Q3 deliveries chatter: Several outlets flagged improving Q3 delivery expectations (helped by China registrations), though some caution on Q4. Investors+2GuruFocus+2 Insider buying: Shares got a lift last week after Elon Musk bought ~$1B of TSLA stock, signaling confidence. Trend: Strong rebound; testing the prior pivot band US$420–440. Momentum constructive but near a historically heavy zone. Key levels (from your chart): Support 1: US$410 Support 2: US$380 What to watch: Follow-through above ~US$440 on rising volume for continuation; loss of momentum likely brings a retest of the noted supports. Note whether $380 support can hold. Using DLCs for short term trading Long DLCs (e.g.
TOPAnother terrible day for shorts. The worst is yet to come: historical high next week; $600 EOY; $1,000 next year!
721
·
09-26
Why PLQ Mall Could Be the Game-Changer Lendlease REIT Needs | 🦖 #TheInvestingIguana EP1012
🟩 🏢 Curious about Lend Lease’s PLQ Mall play? Join Iggy as we unpack what could be a game-changing move for REIT investors. This isn’t just another acquisition—it’s a strategic portfolio shift that combines Orchard Road’s prime retail power with PLQ Mall’s reliable suburban cash flow. Whether you're investing for yields or eyeing long-term value, this video is packed with insights to help you make informed investment decisions. 📊 From financial analysis of balance sheets to the market context for retail REITs in Singapore, we’re shedding light on why this potential deal matters more than it seems. Learn how full control over PLQ Mall could unlock rental growth, maintain distribution stability, and create a balanced portfolio fit for seasoned and new investors alike. Plus, we tackle the ris
TOPSounds intriguing! I'd love to hear more about the potential risks involved with this move.
687
·
09-26
🚨🚨A summary of the global market analysis for today, September 26, 2025, highlights mixed sentiment driven by central bank policy, economic data, and geopolitical trade tensions. Global Market Summary 1. US Markets (As of September 25 Close/September 26 Futures): * Positive Weekly Trend: Despite a modest midweek pullback, major US indices (NASDAQ, S&P 500, Dow) finished the prior week strongly, with the NASDAQ up over 2% and the S&P 500 and Dow up over 1%. * Federal Reserve: The Fed delivered a quarter-point interest rate cut—the first since late 2024. However, stronger-than-expected US economic data has caused traders to pare back expectations for aggressive future rate cuts, with bets shifting from four to six cuts by the end of 2026 to potentially four at most.
TOPMy opinion. Amazon is doing what Netflix did less than two years ago. Going with one household on Prime. Any additional family in other locations will cost more money. Netflix did this and massive revenue came in. Look at Netflix price how it rocketed. This Prime switch over starts October 1.
11.62K
·
09-26
🌟🌟🌟"Buy high, sell low" - this is the unofficial motto of every rookie investor who thought that he is the next Buffett after one green candle. Mine? Holding on to Top Glove like it was a family heirloom. I watched it bleed, rationalised every dip and whispered sweet nothings like it will recover while it quietly packed its bags and moved to the basement of my portfolio. At some point it wasn't a stock anymore. It was a character building exercise . But here's the thing: It wasn't a failure. It was tuition. The markets charged me a fee and in return I got wisdom. Now I know - Cut the losers, ride the winners and never confuse hope with strategy. Top Glove did not just cost me money. It taught me a valuable lesson. So yes I have b
TOPYou are better to invest in sp500 index fund and just do nothing if you cant outperform the index.
507
·
09-26
I won’t bank on intel’s revenge comeback. It still depends to be seen whether it can fulfil its end of the deal with these various tie-ups. I see these as intel’s partners wanting to rely less on their current partners and hence being held hostage if their current partners ditch them rather than intel being recognised for its own strengths. It is the second best alternative and not a true rival. Rivals partner with it because cooperation is better than cut throat competition. I think any of its current rivals like ARM and Qualcomm might partner with it to reduce the pain of rivalry and to collectively capture more market share. As the saying goes, the enemy of your enemy can be your friend because both have the same enemy. They could partner to push out one company first. I see meta’s
TOPInsightful perspective! Totally agree! [Wow]
61.53K
·
09-26
Elliott Wave: Natural Gas May Drop Further Before Buyers Step In
Natural Gas has been showing some interesting price action lately, and for traders who use Elliott Wave analysis, the current setup is worth a closer look. The market has been moving through a double three correction characterized by a series of lower lows and lower highs. Both the daily and 4-hour charts suggest we might be approaching a turning point. Instead of guessing where price might go next, Elliott Wave helps us understand the structure behind the moves—giving us a clearer idea of what could be coming. In this post, we’ll break down what the wave counts are showing on both timeframes, highlight key levels for traders and highligh invalidaion level for the wave count. We will also explain why patience might be the smartest move right now. Let’s take a look at the charts and see wha
TOPImpressive analysis, so insightful! [Great]
519
·
09-26
10 stocks I would buy for the long term: 👇 1. $TSLA- it’s an American company that is leading the charge in robotics, autonomy and manufacturing. It’s a force for good with the help of Elon musk. 2. $BMNR - Tom Lee will lead this company to the promised land. Ethereum is the future and many companies are building on their blockchain. Bitmine plans to own more than 5% of the total network. 3. $SOFI - banking is changing and fintechs are the future. They plan to be a top 10 banking institution in the U.S. they are extremely profitable and growth is trending higher. 4. $HOOD - Robinhood is the future of investing/banking/betting and will offer tools and services that help people increase their wealth. They are also growing like crazy. 5. $RKLB - SpaceX and rocketlab are the two space related
TOPSoFi, a public company, observes a quarterly quiet period that begins on the 16th day of the last month of each quarter and ends when its quarterly earnings are reported .
1.14K
·
09-26
Top 10 stocks to buy for long term
10 stocks I would buy for the long term: 👇 1. $TSLA- it’s an American company that is leading the charge in robotics, autonomy and manufacturing. It’s a force for good with the help of Elon musk. 2. $BMNR - Tom Lee will lead this company to the promised land. Ethereum is the future and many companies are building on their blockchain. Bitmine plans to own more than 5% of the total network. 3. $SOFI - banking is changing and fintechs are the future. They plan to be a top 10 banking institution in the U.S. they are extremely profitable and growth is trending higher. 4. $HOOD - Robinhood is the future of investing/banking/betting and will offer tools and services that help people increase their wealth. They are also growing like crazy. 5. $RKLB - SpaceX and rocketlab are the two space related
TOPI have been following these stocks for a long time:$Tesla Motors(TSLA)$ $SMIC(00981)$ $Opendoor Technologies Inc(OPEN)$ $XIAOMI-W(01810)$ $MICROPORT(00853)$