"The Big Short" Genius Calls AI Bubble (His $1B+ Bet Against NVDA & PLTR). 🦖 #1251
🟩 🚀 Michael Burry's $1 Billion AI Bet: Danger or Opportunity? Packed with insights, this analysis sheds light on the tech billionaire’s bold moves against Nvidia and Palantir, raising the question—are these valuation bubbles about to burst? Join Iggy as he explores Burry’s strategic portfolio shift, revealing what this means for Singapore and Malaysian investors. 📊 Whether you're navigating the hype or strategizing for resilient investments, this video is your guide to understanding the risks, rewards, and opportunities in today’s volatile AI-driven market. From geopolitical risks to the rise of anti-bubble stocks like Meta and UnitedHealth, we break it all down so you can make informed investment decisions. 💡 Practical takeaways include tips for trimming positions, identifying resilient b
DeMark Indicator - Market Selloffs & AI vs. Everything? Read On!
We have seen sell-offs this week, and market are still showing AI versus everything, I think this could pose a problem, I wrote an article at around 08 October 2025 on DeMark indicator, so I would like to revisit what this indicator could be telling us. In this article, we would like to discuss DeMarker indicator (often “DeM”), what it signals, and whether it suggests another possible sell-off in the S&P 500 and Nasdaq Composite markets. Here is a breakdown of how the indicator works, its limitations, and a reasoned view of what it might be signalling in the current environment (but not a guarantee of future movement). What Is The DeMarker Indicator And How Is It Used Definition & mechanics: The DeMarker indicator was developed by Thomas DeMark (Tom DeMark). It is an oscillator tha
Big Vote Ahead for Elon Musk: What Tesla’s Chart Is Signaling
What’s Going On with Tesla and Elon Musk’s Pay? Tesla shareholders will be voting on November 6, 2025 to decide whether to approve a new pay deal for Elon Musk — a package that could be worth up to one trillion US dollars if Tesla hits some huge goals. Why This Is Such a Big Deal It’s the biggest pay package ever offered to a CEO. If it goes through, Musk’s ownership in Tesla could grow to around a quarter of the company, which means other shareholders will own a smaller slice. Some investors and experts think it gives Musk too much power and not enough checks and balances. A similar plan worth US$56 billion was already thrown out by a court last year for being unfair. The Tesla board has hinted that if this new deal doesn’t pass, Musk might walk away — which worries investors. Why the Vot
The Great Social Media Divide: A Tale of Two Earnings Reports (PINS & SNAP)
In the third quarter, two platform companies focused on visual social media and advertising— $Pinterest, Inc.(PINS)$ and $Snap Inc(SNAP)$ —both delivered results showcasing "growth plus transformation." Yet their secondary market stock price performances diverged significantly. The two companies exhibit distinct differences in growth trajectories, operational structures, investor expectations, and market reactions.Pinterest's revenue grew year-over-year and its user base hit a new record, presenting an overall picture of "steady progress and accelerated transformation." Meanwhile, while Snap also achieved growth and improved profitability metrics, investors remain cautious about the sustainability of its
$MEITUAN-W(03690)$ looks solid! Its declining debt ratio proves strong profitability, funding growth while still saving cash. The growth flywheel is spinning—bullish on its future!
$TENCENT(00700)$ CLSA's latest report is bullish on Tencent! Projecting solid Q3 with revenue & profit up big. Online ads and biz services both firing on all cylinders, growing over 20%. With gaming, ads, and cloud all resilient, this momentum is set to roll into 2025. As the top beneficiary of AI applications, Tencent's growth story is far from over!
$Alphabet(GOOGL)$ led the charge yesterday, surging 3% at its peak and shining in the tech rebound! With AI and cloud driving growth, this rally has more room to run. Bullish on what's ahead!
$iShares Biotechnology ETF(IBB)$ offers a smart "basket" approach to tap into cutting-edge biotech! Instead of betting on a single moonshot stock, we can ride the wave of industry-wide innovation. With hotspots like weight-loss drugs, ADCs, and Alzheimer's therapies, IBB is a solid long-term hold for me!
$Strive(ASST)$ 's move is truly shareholder-friendly! Issuing dividend-paying preferred stock without diluting common shares is rare in crypto stocks. Patience is key - this is a game for those who hold it. Let's meet at $3!
Arista Network took a bit of a beating today. Here’s a breakdown of returns since first purchase and a breakdown of my portfolio and watchlist (favourites are underlined).Why I prefer it to $ASML Holding NV(ASML)$ ? Higher returns on capital and more consistent growth, with good buybacks. But not too much in it. ASML is also great.Table listing holdings with columns for company names like $NVIDIA(NVDA)$$Cadence Design(CDNS)$$Fair Isaac(FICO)$, first purchase dates such as 18-Jul-22 for NVIDIA, and return percentages including 1147 percent for NVIDIA and 96 percent for Mastercard. Second table categorizing companies und
SPY Holds Trend, MSTR and ZETA Shine, TSLA Targets $500+
1. $Strategy(MSTR)$ MSTR just pulled into the 🟣 Smart Money Zone and I’ve been long since it hit.This is where institutions step in to defend structure, between $280–$270.2. $SPDR S&P 500 ETF Trust(SPY)$ SPY sold off hard last week, but I’m still not bearish... YET! We’re holding bullish structure and still within a strong uptrend.Every pullback into bias since April 2025 has led to another bounce.3. $Zeta Global Holdings Corp.(ZETA)$ ZETA up 16.5% today and this setup’s been playing out perfectly.We first added it to the weekly watchlist back in April when it pulled into the 🟣 Smart Money Zone.Since then, it’s ripped nearly +77% off that level 4.
Tech stock valuations breaking out 📈 Bullish Take 👍 = it reflects rising profit margins, new growth AI paradigms, and meanwhile price + fundamental momentum is strong.Bearish Take 👎 = represents overconfidence, statistical likelihood of low/negative future returns, and might even be based on unsustainable fundamentals.Pragmatic Take 🤔 = sh*ts expensive, getting bubbly, but trend is still up: proceed with caution (caution means an eye on risk management and scaling up exposure into cheap + reliable diversifiers over time as US tech stocks bubble on and eventually boil over). $NASDAQ 100(NDX)$$Invesco QQQ(QQQ)$$E-mini Nasdaq 100 - main 2512(NQmain)$ For SG user
$Meta Platforms, Inc.(META)$ looks cheap… but it HAS to bounce here.Everyone sees a “discount.” I see a line in the sand.If $625 holds, the trend stays bullish. This is the exact level that needs to hold for bulls to stay in control.Weekly bias = strong support ✅But Weekly BX still 🔴And Monthly BX? Also 🔴That’s stacked bearish confirmation.The smart move? Wait for price to either bounce here or sell off into the smart money zone.If it bounces early and I miss the trade, oh well. There are clean setups forming every week. For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading
Is the $Eos Energy Enterprises Inc.(EOSE)$ rally running out of steam? 🤔The real long entry was back in July when the Weekly BX flipped 🟢. Since then, price has ripped +186% and BX is still holding strong.Price is now compressing between $14 → $16, with liquidity support sitting at $14. If that level breaks, the trend’s in trouble.THT Volume Pro shows a major volume gap from $13.50 → $10, meaning if $14 gets swept 🧹, we could see a 35% flush. 🩸Until then, bias stays bullish but the risk-to-reward isn’t worth chasing here.I’m staying on the sidelines and waiting for a cleaner setup. For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!Welcome to open a CBA today and enjoy access to a trading limit of
CRVW Looks Terrible — But Whales Are Still Betting BigNot gonna lie… $Careview Communications, Inc.(CRVW)$ looks like dog 💩But here’s the twist... we’ve seen massive unusual options flow over the past month, and the 🐋 are still in.They’re clearly betting on huge earnings, but the chart looks awful right now. Weekly BX just closed 🔴 and there’s a head and shoulders pattern forming.I’m in small calls riding with the whales, but I’m fully expecting the worst ✅ For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Ot
1. $Duolingo, Inc.(DUOL)$ I was reluctant to close my $Duolingo, Inc.(DUOL)$ shares on Monday, but I'm glad I did.With the weekly BX closing 🔴, our thesis was invalidated We just dropped -20% into our smart money zone + point of control. This is normally a massive support. That said, I will NOT be going long until weekly BX confirms a bottom again. 2. $Lemonade, Inc.(LMND)$ LMND +60% two times in a row 🤩Descending wedge ✅Weekly BX buying pressure ✅Killer earnings ✅I missed this one chasing other setups but congrats to anyone who played this.I would be closing 50% of my profits now and riding the rest until the weekly BX closes 🔴 3.