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Shernice軒嬣 2000
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06-14

🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨

Everyone is talking about NVIDIA chips. Almost nobody is talking about the material that makes AI data center lasers work:  Indium Phosphide (InP) According to Reuters, US officials have reportedly made multiple trips to China trying to resolve export restrictions. So far, China is still deliberately slowing approvals and keeping a tight grip on supply. Why does this matter? Because every AI data center depends on optical networking. And optical networking depends on lasers. And those lasers depend on InP. ⚠️ The scary part: Switching suppliers isn't like changing a phone carrier. Qualification can take 12-18 months. China knows this. Even as Chinese manufacturers rapidly expand production capacity, overseas shipments are expected to remain limited, keeping the bottleneck firmly in pl
🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨
TOPAh_Meng: Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is actually the reality check on AI tech takeoff bottleneck... these shortages in raw materials are happening. It will lead to actual prices increase in all AI deliverables if they have not yet. TSMC has just issued a warning on it. It would then led to cost squeeze and possible inflation pressure. Would this be the last piece of puzzle that squeezes the world economy leading to recession and market crash? An important point to keep at the back of our mind...
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1PC
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06-14
⚽ History shows Nasdaq fell in 5 of the past 8 World Cups, avg return ‑1.2%. But the backdrop mattered: 2002 dot‑com bust, 2022 Fed hikes, 1998 tech bull. Matches don’t drive markets — macro does.📉 What the Cup really hits is liquidity: trading volume drops 40%+ when home teams play, each goal cuts another 5%. With 2026 in North America, matches land in U.S. hours, distraction could be bigger than ever.🐯 My view: I don’t believe in the “curse.” The bookmaker is the only real winner.[Chuckle]@JC888 @Barcode @Aqa

$50 Billion in Bets! Is the World Cup “Curse” Real?

@Tiger_SG
The World Cup kicks off on June 11, and every time it comes around, someone digs up that old “curse” chart: over the past eight World Cups, the Nasdaq fell during five of them, with an average return of -1.2%. The measurement window is from the close before the opening match to the close of the first trading day after the final $NASDAQ(.IXIC)$ - 1994, United States: -1.7% - 1998, France: +9.2% - 2002, Korea/Japan: -13.1% - 2006, Germany: -1.3% - 2010, South Africa: -0.9% - 2014, Brazil: +2.5% - 2018, Russia: +1.4% - 2022, Qatar: -5.4% So it’s 5 down, 3 up. More red than green. But once you look at the backdrop, the story is obvious: 2002 was still dealing with the aftermath of the dot-com bust, 2022 was hit by the Fed’s aggressive
$50 Billion in Bets! Is the World Cup “Curse” Real?
⚽ History shows Nasdaq fell in 5 of the past 8 World Cups, avg return ‑1.2%. But the backdrop mattered: 2002 dot‑com bust, 2022 Fed hikes, 1998 tec...
TOPtwizzy: Liquidity point is the real edge here lol. 40% volume drop in US hours is kinda nasty, but I’m not buying the curse either
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Mrzorro
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06-14
US IPO History: Soaring on Day One, Plunging Within a Year. Can SpaceX Break the Curse? As the largest IPO in history, $Space Exploration Technologies Corp(SPCX)$   plans to raise $75 billion at a staggering valuation of $1.77 trillion. Fueled by three top-tier narratives—low-Earth orbit satellites, rocket launch and AI—the offering has seen oversubscription exceed 4x across all platforms, creating peak market sentiment ahead of the listing.  Considering the historical performance of mega-cap tech IPOs from the past decade, investor tiers are expected to be highly fragmented. With long-term strategic capital, swing-trade hedge funds, and retail sentiment traders all participating, the stock price could experience massive volatility.
US IPO History: Soaring on Day One, Plunging Within a Year. Can SpaceX Break the Curse? As the largest IPO in history, $Space Exploration Technolog...
TOPzaza10: Starlink is the real hook here. I get the hype, but who’s underwriting $1.77T if Starship slips?
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Sporeshare
·
06-14
$CapLand IntCom T(C38U.SI)$    CICT: Capland IntCom Tr - She had bounce-off from the double bottoming price patterns and rise higher to clear the first resistance at 2.32 looks rather bullish.Likely to rise up further towards 2.41 and above. Next, she may rises higher to test 2.52 than 2.60. DPU likely increase with the new acquisition. Estimating DPU 11.5 - 12 cents. Yield is about 4.9 to 5.1%. NAV 2.12. Pls dyodd. CICT - CapLand IntCom Tr : Monday, she is going XD, price likely get corrected to 2.44 and below! The price was being pushed up from 2.39 to 2.51 due to the new acquisition of Paragon Mall plus the Private Placement per unit at 2.30. Those institutional investors can book a nice profit! At 2.48, yield is about 4.4%. Perhap
$CapLand IntCom T(C38U.SI)$ CICT: Capland IntCom Tr - She had bounce-off from the double bottoming price patterns and rise higher to clear the firs...
TOPjingli: 2.20 as pivot makes more sense ngl, 4.4% yield at 2.48 feels thin
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Ah_Meng
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06-14
Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is actually the reality check on AI tech takeoff bottleneck... these shortages in raw materials are happening. It will lead to actual prices increase in all AI deliverables if they have not yet. TSMC has just issued a warning on it. It would then led to cost squeeze and possible inflation pressure. Would this be the last piece of puzzle that squeezes the world economy leading to recession and market crash? An important point to keep at the back of our mind...

🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨

@Shernice軒嬣 2000
Everyone is talking about NVIDIA chips. Almost nobody is talking about the material that makes AI data center lasers work: Indium Phosphide (InP) According to Reuters, US officials have reportedly made multiple trips to China trying to resolve export restrictions. So far, China is still deliberately slowing approvals and keeping a tight grip on supply. Why does this matter? Because every AI data center depends on optical networking. And optical networking depends on lasers. And those lasers depend on InP. ⚠️ The scary part: Switching suppliers isn't like changing a phone carrier. Qualification can take 12-18 months. China knows this. Even as Chinese manufacturers rapidly expand production capacity, overseas shipments are expected to remain limited, keeping the bottleneck firmly in pl
🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨
Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is a...
TOPJudyFrederick: InP is the part people keep handwaving away lol if substrate costs bite, TSMC warning won’t be the last one. Who’s eating that margin hit first?
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KYHBKO
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06-14

Full article: Preview of the week (15Jun2026)

Economic Preview: Key Data Releases (week of 15Jun2026) Consumer and Demand Indicators May retail sales are expected to rise by 0.5%. Together with core retail sales, this release should provide a clearer view of consumer demand and spending momentum. Energy Market Indicator Crude oil inventory data will also be closely watched, as it offers insight into how producers are positioning for expected market demand. Federal Reserve and Labour Market The Federal Reserve’s interest rate decision will be the week’s most closely watched event. Rates are expected to remain unchanged at 3.75%, but the accompanying statement and updated economic projections are likely to have the greatest market impact by shaping expectations for the months ahead. We expect this announcement to introduce volatility ac
Full article: Preview of the week (15Jun2026)
TOPMarialina: VOO and VIX together makes sense ngl, this week looks choppy. You trimming anything before Wednesday?
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Mickey082024
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06-14

Zoetis At A Crossroads: Is The Animal Health Leader A Buy After Its 2026 Valuation Reset?

$Zoetis(ZTS)$ The animal health sector long enjoyed an aura of absolute invulnerability, and Zoetis (NYSE: ZTS) was its undisputed crown jewel. However, a major shift in consumer behavior and sharpening generic and brand competition have shattered that narrative. Following a bruising first-quarter earnings report, Zoetis stock experienced a severe single-day collapse of nearly 21%. Now trading in the low-$80s—down more than 50% from its rolling one-year highs—the market is aggressively pricing in structurally slower growth. For long-term investors, the central question is whether this sell-off is a permanent impairment or an exceptional entry point for a world-class monopoly. Performance Overview and Market Feedback The market's feedback on Zoetis
Zoetis At A Crossroads: Is The Animal Health Leader A Buy After Its 2026 Valuation Reset?
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KYHBKO
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06-14

Part 2 of 5: Earnings Calendar (15Jun2026) - Accenture

Earnings Calendar (15Jun2026) I’m reviewing the companies reporting earnings in the coming week: Kruger, Accenture, Jabil, CarMax, and Quantum. Accenture Overview Valuation and Market Sentiment Accenture’s share price has declined by more than 45% compared with a year ago. At a price-to-earnings ratio of 13.9 and earnings per share of $12.32, the stock appears to offer an interesting valuation opportunity. From a market perspective, technical analysis indicates a “strong sell” signal, while broader analyst sentiment remains constructive, with a “buy” recommendation and an average price target of $236.86, implying potential upside of more than 39%. Income Statement Performance (2021–2025) Over the 2021 to 2025 period, total revenue increased from $50.5 billion to $69.6 billion, gr
Part 2 of 5: Earnings Calendar (15Jun2026) - Accenture
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KYHBKO
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06-14

Part 3 of 5: Market Outlook of S&P500 (15Jun2026)

Market Outlook of S&P500 (15Jun2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.04, indicating there is more buying momentum than selling pressure in the market. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The exponential moving average (EMA) lines ar
Part 3 of 5: Market Outlook of S&P500 (15Jun2026)
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907
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Barcode
·
06-15
$SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$  $CoreWeave, Inc.(CRWV)$  🚀📉🚀 IPO Euphoria Meets Reality: The Great Growth Stock Valuation Reset 🚀📉🚀 🚀 I’m watching one of the most important themes in growth investing right now: the transition from IPO excitement to valuation discipline. The debut of $SPCX may have marked a short-term peak in speculative enthusiasm, but the broader IPO landscape is sending a more complex message. Investors are no longer rewarding every disruptive story equally. They are separating companies with genuine commercial momentum from those still relying heavily on future potential. 📊 The 2025-26 IPO Class: Winners vs Rea
$SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$ $CoreWeave, Inc.(CRWV)$ 🚀📉🚀 IPO Euphoria Meets Reality: The Great Growth Stock Valuation Reset 🚀📉🚀 🚀 I’...
TOP1PC: Nice Sharing 😁 @JC888 @DiAngel @Aqa @koolgal @Shyon @SherniceXuan 2000
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Trend_Radar
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06-15

$WDC Approaches Critical $580 Breakout Level

$Western Digital(WDC)$ $Western Digital Corp.(WDC) Soared +6.35%: Storage Titan Eyes $600 Breakout After Strong Momentum 🚀 Latest Close Data 🔴 Close (06/15): $562.93 (+$33.63, +6.35%). Trading just ~6.6% below its 52-week high of $602.54. Core Market Drivers The stock is riding the wave of a persistent AI-driven supply shortage narrative for memory and storage. Recent analyst upgrades, including a significant price target hike from Evercore ISI, have fueled bullish sentiment, pushing the stock higher despite broader market volatility. Technical Analysis 📈 Volume: 6.29M shares (Volume Ratio: 0.90) suggests healthy, but not overheated, participation in the rally. MACD: The latest DIF (24.97) is converging upward toward the DEA (29.93), with the MACD
$WDC Approaches Critical $580 Breakout Level
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nerdbull1669
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06-15

Why Apple Stock Slipped After WWDC: What Investors Really Want From Siri

$Apple(AAPL)$’s stock pullback at the end of its Worldwide Developers Conference (WWDC 2026) is a classic example of a "buy the rumor, sell the news" market reaction. After a massive run-up heading into the event—with shares hitting an all-time intraday high near $317—the stock reversed and closed lower. The reaction highlights a growing gap between what consumers think is cool and what Wall Street requires to justify Apple's premium valuation. Why the New Siri Didn't Surprise Wall Street While the keynote successfully showed a deeply overhauled Siri—rebuilt on custom Google Gemini models, featuring onscreen awareness, and boasting a standalone, conversational interface—it failed to ignite immediate investor excitement for a few structural reasons
Why Apple Stock Slipped After WWDC: What Investors Really Want From Siri
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Shernice軒嬣 2000
·
06-15

Fluence Could Announce First Hyperscaler Order Within Weeks

Eh boss, if America and Iran really stop fighting, oil price come down. Oil come down, inflation cool down. Inflation cool down, Fed no need keep interest high. When interest come down, utility companies can borrow cheaper money to build battery farms. More battery farms means more tenders for Fluence. So for $Fluence Energy, Inc.(FLNC)$  ,  peace in Middle East → lower oil → lower inflation → lower rates → more energy storage projects. Now market waiting for the June 17 Fed meeting. If Fed starts talking more about future inflation instead of old inflation data, growth stocks like Fluence may get another boost. But end of the day, Fluence still must show profits and win projects. Prata dough can be good, but still need to cook the prata
Fluence Could Announce First Hyperscaler Order Within Weeks
TOPAh_Meng: Prata shop officially closed due to non-availability of prata flipper... [Miser] [Happy] [Facepalm] Who is busy flipping stocks... [Chuckle] [Evil]
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Sporeshare
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06-15
$InnoTek(M14.SI)$    Price Gapped up this morning due to the latest news of securing First Liquid Cooling Project, Incorporates New Thai Subsidiary to Support AI Infrastructure Expansion. The price is up 11 cents to 74.5 cents, solid! She may rise up to test 77 than 81. Pls dyodd. 29 May 2026 Innotek - Today, price action is indicating something is brewing. She is up 7 cents to 75 cents , looks rather bullish. She may rise up to test 81 cents and above. Pls dyodd. 3rd Nov 2025: Wah, so fast she has retreated from 93 to close at 76 cents, looks rather interesting! Next week, may be can see how she fares! If 76 cents cannot hold, then it may go down to test 70 soon! 3rd Nov 2025: Nibbled small units at 64 cents, waiting fie the rebound t
$InnoTek(M14.SI)$ Price Gapped up this morning due to the latest news of securing First Liquid Cooling Project, Incorporates New Thai Subsidiary to...
TOPAgathaHume: 75c with AI infra headlines, 81 only matters if volume stays there. You chasing the breakout or waiting for 76 to prove itself?
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1.06K
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mster
·
06-15
$UnitedHealth(UNH)$   I just had my UNH shares called away early, and while a profit is still a profit, this one stings a bit. I sold a covered call a few months back when the stock was trading completely flat, only for the share price to suddenly spike and leave my position deeply in the money. I tried my best to salvage it by rolling the contract out and up, but the momentum was just too strong, and rolling nearly two months out was barely giving me an extra $2 on the strike price. Even though the contract had two weeks left until its official expiration, the holder decided to exercise early, forcing me to part with the underlying shares for a much smaller gain than I could have had. It is what it is, and I am
$UnitedHealth(UNH)$ I just had my UNH shares called away early, and while a profit is still a profit, this one stings a bit. I sold a covered call ...
TOPElvisMarner: Early assignment on a flat-name covered call is brutal lol. I’ve had rolls like that where the extra strike barely moves — did the remaining extrinsic get too thin?
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听见鸟儿的声音
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06-15
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Trend_Radar
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06-15

$INTC Soars 6.5%, Bulls Target $127 Breakout

$Intel(INTC)$ $Intel Corp(INTC) Soars +6.51%: Chip Giant Eyes $127 Resistance on Strong Volume 📈 Latest Close Data 🕒 Closed at $124.57 (as of 2026-06-15 ET), surging +6.51% with strong volume of 152M shares. Now just 6.2% below its 52-week high of $132.75. Core Market Drivers 🚀 Major Wall Street upgrade (BofA from "Underperform" to "Buy" with a $135 target) provided a key catalyst. The company's foundry business is gaining momentum, with CFO highlighting a multi-billion dollar annual demand pipeline for advanced packaging. Technical Analysis 📊 Volume: High volume (1.52B) confirms the breakout move, signaling strong institutional interest. Volume Ratio at 1.02 indicates balanced buying pressure. RSI (6): Jumped to 69.32, approaching overbought terr
$INTC Soars 6.5%, Bulls Target $127 Breakout
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Trend_Radar
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06-15

$ROKU Soars 20% on M&A Buzz, Hits Fresh 52-Week High

$Roku Inc(ROKU)$ $Roku Inc.(ROKU) Soared +20.08%: M&A Buzz Fuels Breakout to 52-Week High, $150+ Target in Sight 📈 Latest Close Data: 🕐 Closed at $143.66 on 2026-06-15, a massive surge of +20.08%. The stock hit its 52-week high of $148.88 intraday. Core Market Drivers: 💥 The primary catalyst is Bloomberg's report that Roku is in talks for a potential sale to a U.S. media company, sparking a speculative frenzy. This comes on the heels of a strong Q1 earnings beat and an upwardly revised full-year outlook in May, demonstrating fundamental strength. Technical Analysis: 📊 The breakout is confirmed by surging volume (Volume Ratio: 5.48) and strong momentum indicators. RSI(6) at 77.91 is in overbought territory, signaling extreme bullish momentum MA
$ROKU Soars 20% on M&A Buzz, Hits Fresh 52-Week High
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程俊Dream
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06-15

📰A Mid-Session Pause: The US-Iran Truce Is In — What’s Next for Markets?

After two months of back-and-forth, the US and Iran finally announced over the weekend that a ceasefire memorandum of understanding had been reached. Although the final signing is still a few days away, the market has already fully priced in the impact of the news. Before the fourth quarter, geopolitical issues are expected to stop bothering investors. On the trading side, we still lean toward the view that most assets will remain range-bound over the next one to two quarters. As long as there are attractive relative lows or highs and the risk-reward is acceptable, there will be opportunities to try and trade the move. We will not go into the details of the agreement itself. Those can be found on various financial websites. Instead, we will focus on how asset prices are moving. Crude oil i
📰A Mid-Session Pause: The US-Iran Truce Is In — What’s Next for Markets?
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