$Space Exploration Technologies Corp(SPCX)$ Yesss, i got in time for the intraday dip! Though it is still much higher than IPO. They say the valuation is very high, but they priced it low at 135/share [LOL] of course people can't resist.
$ServiceNow(NOW)$ ServiceNow ($NOW) has been one of the software stocks I continue to accumulate through dollar-cost averaging, even as the broader software sector experiences periodic pullbacks. While market sentiment has shifted away from high-multiple technology names in recent months, I view the current weakness less as a threat and more as an opportunity to gradually build a position in a high-quality business. The reason is simple: ServiceNow remains one of the most important enterprise software platforms in the world. What started as an IT workflow solution has evolved into a mission-critical operating system for large organizations, helping companies automate processes across IT, HR, customer service, security, and operations. Once emb
$Everpure(P)$ $Everpure (P) Rallies +4.28%: Strong Buy Consensus Emerges, $93 Target in Sight 🚀 Latest Close Data: 🗓️ Everpure (P) closed at $72.31 on 2026-06-15, up a solid +4.28% (+$2.97). The stock is currently ~28.2% below its 52-week high of $100.59. Core Market Drivers: The rebound is fueled by sustained institutional optimism post-earnings. Key drivers include: 1) Morgan Stanley highlighting strong demand and market share gains 2) Upwardly revised analyst targets, with Wedbush setting a $105 price target. Technical Analysis: 📈 Volume: Trading volume of 3.08M shares was below average (Volume Ratio: 0.88), suggesting a lack of intense selling pressure during the rally. RSI: The 6-day RSI at 45.14 is rising and has moved out of the oversold terri
$BABA-W(09988)$ $BABA-W(09988)$ I'm no longer bearish with Alibaba as the price hit as low as 106 last week. I manage to buy at 106.7 as I think it is oversold. Now Alibaba is consider cheap again. I was considering to buy into tencent but I think Alibaba will bring more value over the longer term. I expect Alibaba price to recover and will hit 200 by year end.
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$Qualcomm(QCOM)$ $Qualcomm (QCOM) Surged +4.32%: Chip Giant Rebounds from Support, $220 Target in Sight Latest Close Data 📊 Closed at $211.72 on 2026-06-15, up +4.32% (+$8.76). This places it ~$48.2 (18.5%) below its 52-week high of $259.92. Core Market Drivers ⚙️ The stock rebounded strongly, likely driven by broad-based buying after recent weakness in the semiconductor sector. Key institutional holders like BlackRock and Vanguard maintain significant positions, providing underlying stability. Recent short volume has been elevated (e.g., 18.53% on 06-12), indicating potential for a short squeeze on sustained positive momentum. Technical Analysis 📈 Volume was 14.13M shares with a Volume Ratio of 0.65, suggesting below-average activity for the rebo
SpaceX at $135: The Most Expensive Leap of Faith Ever, or the Next Trillion-Dollar Compounder?
Tonight, history prints. SPCX begins trading on the Nasdaq at a fixed price of $135 per share, raising $75 billion at a $1.77 trillion valuation. That makes it the largest IPO ever, more than double Saudi Aramco's 2019 record. SpaceX debuts as roughly the seventh-largest US company, bigger than Tesla on day one. The demand numbers are absurd. Over $250 billion in subscriptions locked up. Retail alone contributed $70 billion. Allocation rates expected at just 20 to 30%. Over 1,000 institutions fought for shares. Polymarket estimates the IPO creates roughly 4,000 new millionaires inside the company. Oppenheimer says $190. Morningstar says $63. The gap between those two numbers is the entire story. Let's break it down properly. What You Are Actually Buying This is no longer a rocket company.
The market is dealing with three different risks at once: 1. Geopolitical risk from the Strait of Hormuz, which could push energy prices higher. 2. Sticky inflation, reducing the probability of near-term rate cuts. 3. Valuation risk in AI-related stocks after an extraordinary run. For long-term investors, a 2-5% pullback is not unusual after such a strong rally. However, the key question is whether earnings growth can continue to justify current valuations. If AI spending remains robust, many of today's leaders could eventually grow into their multiples. If spending slows, further compression is possible. My approach would be selective accumulation rather than aggressive dip-buying. High-quality companies with strong cash flow and competitive advantages are more attractive than leveraged E
SpaceX is a phenomenal company, but great companies do not always make great day-one investments. IPOs often price in peak optimism, and today's demand appears enormous with institutional and retail capital rotating in from other sectors. Personally, I'd rather miss the first 20% than overpay during the initial frenzy. If the AI and semiconductor selloff is partly driven by IPO-related liquidity rotation, names like NVIDIA, Broadcom, Micron, and Qualcomm may become more attractive once the dust settles. For space exposure, RKLB offers a more direct operational growth story and avoids some of the valuation uncertainty surrounding a historic IPO. My preference would be: watch SpaceX, consider quality space proxies, and wait for post-listing volatility before building a long-term position. Th
Gold's behaviour is interesting here. Despite geopolitical tensions and risk-off sentiment, it has struggled to attract safe-haven flows, suggesting that higher real yields and a stronger dollar are currently the dominant forces. The $4,000 level is both a psychological and technical support. If it holds, sentiment could improve quickly and trigger a relief rally. If it breaks decisively, momentum traders may push prices lower before long-term buyers step in. Personally, I prefer gradual scaling rather than trying to call the exact bottom. A staggered approach reduces the risk of buying too early while ensuring some exposure if support holds. Waiting for a confirmed breakdown may provide a better entry price, but it also risks missing a sharp rebound. The key question: is gold's weakness a
I wouldn't anchor on either $63 or $190. The huge valuation gap shows how sensitive SpaceX is to assumptions about Starlink, Starship, and future markets that don't fully exist yet. The bull case is that SpaceX becomes a global infrastructure company, combining launch, satellite internet, and potentially logistics. In that scenario, 50% annual growth for several years could justify today's valuation. The bear case is that expectations have run far ahead of execution. Even a great company can be a poor investment if growth merely meets, rather than exceeds, lofty forecasts. My view: SpaceX may become the next Amazon, but at current prices investors are already paying for that possibility. The company is extraordinary. The valuation leaves much less room for error.
$SpaceX(SPCX)$$Tesla Motors(TSLA)$ $Alphabet(GOOGL)$ 🚀🌌 $SPCX SpaceX enters public markets: the $2T valuation debate begins 🌌🚀 I believe $SPCX represents one of the most significant market debuts in recent years, not simply because SpaceX has become one of the world’s most valuable private companies, but because investors are now being asked to value something that does not fit neatly into traditional categories. Is SpaceX an aerospace company, or is it evolving into a global AI, connectivity, and infrastructure platform? $SPCX is officially trading: 💰 IPO Price: $135 📈 Opening Trade: $150 🔥 Trading above $161 At $150 per share, SpaceX r
🌟🌟🌟World Cup Fever is here. It will be sleepless nights watching my favourite teams play their best. I believe that France will hoist the trophy. It was an absolute heartbreak last World Cup as they finished 2nd to Argentina. France has a great lineup with Captain Kylian Mbappe. His terrifying explosive acceleration allows him to slice through world class defensive lines in the blink of an eye. Allez Les Bleus! When it comes to betting the winners, 2 companies will benefit: $Flutter Entertainment PLC(FLUT)$ & $DraftKings Inc.(DKNG)$ . Flutter has the edge over Draft Kings as Flutter is a global empire. They own FanFuel in the US, PaddyPower & Skybet in