QuantumScape ($QS) is Charging Toward the Future of EVs!
Solid-state battery pioneer QuantumScape ($Quantumscape Corp.(QS)$ is electrifying the market, with shares soaring over 200% YTD in 2025 and a cash runway extended into 2029. Here’s why $QS is a high-risk, high-reward name to watch in the EV revolution: Key Drivers of the Surge: PowerCo/VW Partnership: Volkswagen’s battery arm injected another $131M to fast-track commercialization, cementing QS as a leader in solid-state tech. Corning Collaboration: A game-changing deal with materials giant Corning to scale up the ceramic separator—the heart of QS’s anode-free, fast-charging battery. Lithium Security: With the U.S. pushing for a domestic lithium supply chain (think Thacker Pass mine), QS’s lithium-me
💻Intel Revenge Comeback! Do You Expect Surprises This Week?
It’s been some time since I last checked Intel’s stock price — honestly, I wasn’t expecting much. The company has had its ups and downs, and I had long associated it with periods of uneven earnings and intense competition. Today, almost on a whim, I decided to look. When I saw the price, I had to double-check. The stock was much higher than I remembered. My first thought: “Wait… when did this happen?” I felt a mix of surprise and curiosity, the kind that makes you lean in closer to the story behind the numbers. Intel (INTC) A little research revealed why. Intel has reportedly approached Apple about a potential investment, hinting at a closer collaboration with the iPhone giant. The talks are still early, nothing is guaranteed, but the market clearly loved the idea — shared closed 6% higher
The iEdge Singapore Next 50 Indices: Which S-REITs Are Included?
The Singapore Exchange (SGX) has rolled out the iEdge Singapore Next 50 Indices, designed to capture the performance of mid-cap companies that fall just outside the Straits Times Index (STI)’s top 30. The move underscores SGX’s ongoing effort to broaden investor access to Singapore’s equity market beyond its blue-chip heavyweights.The indices track the next 50 largest companies listed on the Mainboard, excluding the STI constituents, and are structured for liquidity and replicability. Two variations have been introduced. The iEdge Singapore Next 50 Index is weighted by free-float market capitalization, while the iEdge Singapore Next 50 Liquidity Weighted Index uses a liquidity-based weighting measured by six-month median daily traded value. Both cap individual stocks at 5% to avoid overcon
$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.