$3M(MMM)$$Honeywell(HON)$$GE Aerospace(GE)$ 🚨📉🔥 $MMM The Cash Flow Cliff No One Saw Coming 🔥📉🚨 I’m staring at this chart and can’t help but feel like we’ve just witnessed a generational inflection point. 3M’s free cash flow has turned negative $1.98B on a trailing twelve-month basis. That’s not a typo. This is the first time in modern history that a company once considered a fortress of industrial stability has burned through cash at this scale. The drop isn’t just sharp; it’s vertical. I’m digging into this because for decades, 3M was the kind of name pension funds and dividend aristocrat ETFs built their foundations on. It consistently threw off $4–7B in FCF like
$Constellation Energy Corp(CEG)$ Here’s a breakdown of why Constellation Energy (CEG) is often considered a strong stock — and also some of the risks. Always good to weigh both sides. ⸻ ✅ What makes CEG attractive 1. Clean baseload power & nuclear strength CEG owns and operates a large fleet of nuclear reactors, which deliver consistent, reliable, zero-carbon electricity. That’s attractive especially with increasing demand for clean energy.  2. Growing demand driven by AI/data centers With AI/data center builds surging, there’s rising demand for reliable, large-scale electrical power. CEG is positioning itself to supply power under long-term contracts (e.g. with big tech) which adds stability.  3. Strategic acquisitions The Calpine acqui
$NVIDIA(NVDA)$ Here’s why many people, myself included, find NVIDIA (NVDA) really compelling — plus some of the caveats to keep in mind. ⸻ ✅ What makes NVDA great 1. AI & Data Center Leadership NVDA is at the center of the generative AI boom. Its GPUs, datacenter platforms, and software (like CUDA, TensorRT) are the go-to tools for many AI developers and cloud providers.  2. Strong Revenue Growth The company has been posting huge year-over-year sales growth, especially in its Data Center segment. Recent quarters show double-digit growth, often well above what many competitors are achieving.  3. Full-Stack Ecosystem NVDA doesn’t just rely on selling hardware. It invests heavily in software, networking (e.g. its SpectrumX products), syste
🚀🚀$MRVL 20251121 90.0 CALL$ 🚀🚀 The 2 previous posts we shared on MRVL have played out exactly as anticipated — from the breakout above $86.5 to the strong surge past $90. Today, the stock has tested support and is holding firm, setting the stage for the next leg higher. With buyers defending key levels and momentum still strong, MRVL looks poised to continue its upside run. Traders and investors should keep an eye on $88.5–89 as support and $91+ as the next target zone. 🐂 Bull Case • Momentum continuation: MRVL cleared $90~ intraday, showing strong buyer conviction. 🐻 Bear Case Momentum drops: MRVL drops to $85 range~ with panic selling. MRVL is in a strong breakout regime, but near-term profit-taking and options ex
$Red Cat Holdings Inc.(RCAT)$$AeroVironment(AVAV)$$Kratos Defense & Security Solutions(KTOS)$ 🚁🔥💥 Red Cat Takes Flight: Pentagon Demand Powers the Breakout 💥🔥🚁 🧭 $RCAT is on the move. The stock surged +27.12% last session, closing at 12.89 and holding its gains in afterhours, trading up to 13.09 overnight. This breakout came on the back of a Needham analyst buy initiation with a 17 price target, implying ~32% upside from Friday’s close. Needham’s thesis is clear: defense spending is rising domestically and internationally, and Red Cat is positioned to capture accelerating demand for defense-grade small ISR drones. They view the unmanned aerial systems (UAS)
Bitcoin’s $122K Breakout: Institutional Demand, ETF Inflows, and Gold’s Retreat Fuel the Rally
$Coinbase Global, Inc.(COIN)$ Bitcoin has reclaimed the global financial spotlight, soaring above $121,000 in a dramatic rally that caught short sellers off guard and reignited enthusiasm across the entire crypto landscape. The world’s largest cryptocurrency surged to its highest level in seven weeks, propelled by an aggressive short squeeze that wiped out over $313 million in bearish positions in less than 24 hours. For a market that spent most of August consolidating in silence, this powerful breakout signals more than just a technical rebound — it may mark the early stages of a new bullish phase that could redefine investor sentiment heading into the final months of 2025. Short Squeeze Sparks Explosive Rally The numbers tell a compelling story.
$Airbnb, Inc.(ABNB)$$Booking Holdings(BKNG)$$Expedia(EXPE)$ 🏠💰📊 Airbnb’s Cash Flow Transformation vs Market Valuation Stagnation: A Structural Disconnect 🏠📈📉 Airbnb’s free cash flow has grown from 151M in 2017 to an impressive 4.3B by 2024. This is a platform business with high operating leverage, and the numbers tell a compelling story. After the pandemic slump in 2020, $ABNB rapidly flipped to consistent, expanding cash generation quarter after quarter. Despite this, the share price has remained stagnant for five years. That disconnect isn’t random. Airbnb IPO’d at a rich valuation, and as rates climbed through 2022–2023, the market aggressively repriced
$Tesla Motors(TSLA)$ It is bullish short term because the market is raising, but 7% yoy growth leaves much to be desired. That's not a growth stock. For Long term, if this growth carries on for a few quarters, the share price is going to fall. Look at the forward PE ratio, and you see it's the same as $Palantir Technologies Inc.(PLTR)$ . Compare PLTR growth with Tesla, and you see a vast difference. Tesla stock price is raising on Hopium. They need to change that to reality. If Robocars and AI Robocops can come true... Skies the limit for Tesla. If not, it's going to fall flat on the ground.
Why Every Billionaire Wants a Singapore Address (And Smart Investors Should Pay Attention) (Iggy's Insights) | 🦖 #TheInvestingIguana EP
🟩 🌎 Why are billionaires rushing to Singapore? Dive into this video packed with insights on how this tiny island is transforming into a global wealth magnet! Whether you're looking to refine your investment decisions, understand Singapore's economic strategies, or explore the rise of family offices, join Iggy as we break it all down. 💼 Shedding light on: • Why global billionaires like Ray Dalio and Sergey Brin are choosing Singapore for safety, stability, and opportunity. • The real reasons beyond zero capital gains tax – from family office incentives to strategic geopolitical positioning. • How this migration is shaping Singapore's economy, boosting REITs, banks, and infrastructure investments. 📈 Investors, take note! This video shares actionable strategies on REITs, major banks (DBS, UOB
97.88% unrealized gain on Tesla (TSLA)! To me, that’s a seriously impressive return, especially given a cost basis of $220.50 and the current price at $436.33. Indeed riding a strong move. ⚠️ Disclaimer: This content is for informational and educational purposes only and should not be considered financial advice. Investing in stocks involves risk, including the potential loss of principal. Always conduct your own research and consider speaking with a licensed financial advisor before making any investment decisions. The analysis here is based on public information and does not account for your personal financial situation or goals. Today topic: 7% YoY Growth can't save it? Is Tesla's momentum ending too? Here's a breakdown of what’s likely going on and whether momentum is fading: 📉 T
I seriously can't resist responding to this post. Moon cakes I have no clue what they are. But camping out and looking at the moon and the stars heck ya. And I think with clarity. $AST SpaceMobile, Inc.(ASTS)$ is at record highs, sending its satellites to India for launch for now... interesting. But perhaps $Rocket Lab USA, Inc.(RKLB)$ will launch them soon on their new neutron rocket. Pure speculation because number Two and three launches are for confidential clients. But u have to guess... they don't have a desire to launch on falcon 9. Even more speculative, I seriously have my tin hat on... sir Peter beck, founder and CEO of rocket lab. Well he is on record of saying that the best opportunities
Why Tesla is a good buy after retrace Cash Boost Lucky Draw
Find out more here: Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now! $Tesla Motors(TSLA)$ Why a Pullback Can Be a Buying Opportunity Before diving into Tesla specifics: generally when a strong stock retraces, it can offer a better entry point (lower price) for investors who believe in its longer-term thesis. The idea is: you “buy the dip” in a stock whose fundamentals or growth story you trust. With th