To The Moon

Why this rare-earth revival hinges on geopolitics, grit, and a dash of luck—rather than exponential economics. $MP Materials Corp.(MP)$ has become the unlikely star of 2025’s market drama—a rare-earth miner whose share price has rocketed more than 270% year-to-date, eclipsing the S&P 500’s modest 14% rise. It’s a performance more fitting of an AI darling than a company that literally digs things out of the desert. Yet investors appear convinced that MP sits at the crossroads of two irresistible forces: geopolitical urgency and the green-energy transition. The question is whether this is a sustainable business model—or just a policy-fuelled mania wrapped in patriotic packaging. Where geology meets geopolitics — and valuation defies gravity From D

First, I'm optimistic about Alibaba's AI push. $Alibaba(09988)$  $Alibaba(BABA)$ The company is revamping its "Tongyi" app and positioning the upgraded "Qwen" model to directly take on leading global chatbots. What stands out to me is that Alibaba isn't just building a model — it's integrating AI into its e-commerce ecosystem, especially on Taobao. This shift toward agent-style AI for consumers could finally give Alibaba a more visible AI monetisation path, which the market has been waiting for. However, I'm still cautious about assuming this alone will send the stock back to $190. Execution risk is real: Alibaba still trails some local c

AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide $NVIDIA(NVDA)$   , the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with "AI bubble" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This

On Thu, 06 Nov 2025, $DraftKings Inc.(DKNG)$ released its Q3 2025 earnings report. Its results missed both consensus estimates on revenue and earnings per share. Despite that, earnings showed resilience and innovation, leading to a sharp rebound in its stock price. The positive price action was underpinned by (a) investor optimism for DKNG’s new growth initiatives and (b) improving operational metrics. Below is the skinny. Q3 2025 Earnings. DKNG revenue rose +4.4% YoY to $1.14 billion, primarily driven by growth in its (i) sportsbook and (ii) iGaming segments. (see above) Sportsbook generated $596 million, and iGaming contributed $451 million respectively. These segments continued to expand thanks to strong user engagement, in-game / parlay bettin

🟩 Singapore markets are splitting—while tech and telcos are under pressure, aviation and commodities are surging. In this episode, Iggy breaks down the latest earnings from SATS, Frasers Property, StarHub, Venture, First Resources, Bumitama Agri, and Centurion, and shows you exactly where the opportunities and risks lie. Get a clear, no-nonsense roadmap for your CPF, SRS, and SGX portfolios. Should you buy, hold, or wait it out? Watch to get Iggy's actionable take and portfolio strategy. Stay ahead of the curve with independent, in-depth analysis—subscribe to our YouTube channel and join the Investing Iguana community. 🔔 Make sure to SUBSCRIBE and turn on notifications, so you never miss any of our videos: https://www.youtube.com/@InvestingIguana?sub_confirmation=1 ❤️ Join as a member for

The current market is defined by the massive performance of a handful of companies, largely driven by the Artificial Intelligence (AI) revolution. Stocks like Nvidia, Alphabet (Google), Microsoft, and other "Magnificent Seven" members have achieved such high valuations that they now represent an unprecedented concentration within major market indices like the S&P 500. This concentration presents a critical paradox for investors: while AI stocks have delivered exceptional returns, their heavy weighting means that even a "diversified" index fund is now highly dependent on the continued success of a few tech giants. This article outlines the risks of this concentration and provides actionable strategies, including specific ETF examples, for investors seeking true portfolio diversification

1. $JD.com(JD)$ JD only up 1% after earnings, but the smart money zone held perfectly.High chance that was the bottom and the stop-hunt is done.Still long. Still convicted. Looking for $40 in the next 90–120 days. 2. $IREN Ltd(IREN)$ Last chance for the bulls to hang on.Price has been trending over Daily market bias since June. If $50 can't hold, expect a strong sell off to $30.Remember, bulls are STILL in control as of now 🚀 3. $SoundHound AI Inc(SOUN)$ Strong dip-buying setup on SOUN 🚀Weekly BX is still red, but price is pulled into Weekly Market Bias + THT Volume ProfileA major discount zone where institutions usually step in.If the macro bull cycle holds, this

$Nokia Oyj(NOK)$ (4.2% ADR) – Consolidating in a bull flag after a 20% surge following $NVIDIA(NVDA)$ $1B AI networking investment 3 weeks ago.I’ve been tracking NOK in my stalk list since last Tuesday within my subscribers' community, and the sideways consolidation has now produced intraday gains for three consecutive sessions. The VARS setup has been impeccable since August 18, and the volume uptick starting September 4 could suggest early positioning ahead of the announcement from insider.Currently, the stock sits at 7× ATR% from the 50-MA, with an upper threshold of 15× ATR% based on the NVDA catalyst. Extremely liquid at avg $ vol of $370mil / avg share vol of 52mil. NOK has also not doubled (on close

The 150-year-old Benner Cycle has nailed major peaks for over a century:1929199920072020…all flagged decades in advance.And its next “B-year” — the high-price, sell-the-top year?2026.That lines up almost perfectly with my Elliott Wave view:25% $S&P 500(.SPX)$ correction into 2025–26 (Wave 4) before the final mania leg begins.Not doom — just the rhythm of the supercycle repeatingChart titled Periods When to Make Money showing three sections A B C with timelines from 1877 to 2053 marked with years of good times high prices time to sell stocks in section A years of hard times low prices good time to buy stocks corner goods in section C and years of good times high prices time to sell stocks in section B highlighted circle at 2026 text at bottom S

Hello everyone! Today i want to share some trading ideas with you!1. $Oracle(ORCL)$ showing its most oversold daily reading since April.Setting up for a bounce?Image2. $JD.com(JD)$ Q3 earnings results out this morning:~EPADS: $0.52 vs $0.34 est~REV: $42.01B vs $41.33B estDark background with white cartoon dog character smiling and holding up a sign featuring Chinese characters and JD.COM text below it alongside a circular JD logo3. $Walt Disney(DIS)$ trading lower on revenue miss for Q4:~EPS: $1.11 vs $1.04 est~REV: $22.46B vs $22.75B est~Declares Cash Dividend of $1.50/ShareBlack background with white Disney logo centered and green DIS text in lower right corner4.