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06-20
$S&P 500(.SPX)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  📈🚀📊 $SPX Wall Street Turns Bullish: Is the S&P 500 Entering Its Next Leg Higher? 📊🚀📈 📌 Strategists are raising their $SPX targets as earnings resilience, easing inflation pressures, and AI-driven capital expenditure reshape the 2026 market outlook. I’m watching a major shift in sentiment: Wall Street strategists are increasing conviction that $SPX earnings growth can justify higher valuations. Bloomberg’s latest strategist survey shows the average year-end $SPX target rising to 7,716, implying approximately 3% further upside from current levels and nearly 13% gains projected throug
$S&P 500(.SPX)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ 📈🚀📊 $SPX Wall Street Turns Bullish: Is the S&P 500 Entering Its Next Leg Higher? 📊🚀📈 📌 Strat...
TOP1PC: Nice Sharing 😁 The Only way is Up. 📈 😜 @JC888 @Aqa @DiAngel @Shyon @koolgal @SherniceXuan 2000
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06-20
$Intel(INTC)$ $NVIDIA(NVDA)$  $Apple(AAPL)$  🚀🔥📊 Friday’s Options Flow Exposed Where Institutional Capital Was Positioning 📊🔥🚀 📈 I’m analysing Friday’s unusual options activity because large derivatives flows often reveal where sophisticated market participants are positioning before broader sentiment catches up. The standout theme was clear: capital rotated aggressively toward AI infrastructure, semiconductors, and strategic manufacturing plays. 🟢 Call-heavy options activity: $INTC recorded the largest options volume on the list with 1.46M contracts traded, including 967.6K calls versus 497.3K puts. Other notable call-dominant flows: $EWZ: 57
$Intel(INTC)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ 🚀🔥📊 Friday’s Options Flow Exposed Where Institutional Capital Was Positioning 📊🔥🚀 📈 I’m analysing Friday...
TOP1PC: Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @SherniceXuan 2000
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1.03K
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koolgal
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06-20
🌟🌟Comparing $SpaceX(SPCX)$ to $Rocket Lab USA, Inc.(RKLB)$ is like comparing David vs Goliath in the cosmos.  SpaceX is the Giant with thousands of Starlink satellites in low Earth orbit.  Rocket Lab's Electron rocket did something nobody thought possible.  It became the undisputed king of dedicated small launch.  Rocket Lab is no longer just a launch company.  It is a premium end to end space infrastructure giant.  Over 70% of Rocket Lab's revenue now comes from manufacturing satellite components, flight software & solar panels for other companies.  In fact SpaceX's own supply chain frequently relies on components engineered by Rocket Lab. The true battlefield is

【🎁有獎話題】Burry想沽空SpaceX反遭勸退!全球真係得兩間公司做得到規模化太空發射?

@愛吃辣的小老虎
小虎們好呀!新任聯儲局主席Kevin Warsh終於迎來FOMC首秀「放鷹」,雖然本次維持利率不變,但市場預期9月加息概率已經接近60%,今年加息概率高達100%,隔夜美股三大指數盤中直接跳水! 在SpaceX上市的第四個交易日,期權市場也推出了相應期權,大空頭Michael Burry是否會出手呢?一起來看看~~ 因SpaceX期權太貴!大空頭選擇觀望! 在SpaceX轟轟烈烈上市之後,大家需要注意接下來的幾個關鍵時間點: 7月7日:這一天是美國獨立日週末後的首個交易日,也是IPO後的第15個交易日,納斯達克100指數將正式納入SpaceX、同時富時羅素等各大指數基金也需要調整,市場預計這部分被動買盤規模在80億至180億美元之間; Q2財報後兩天迎來解禁:首批解禁額度名義上為30%,但馬斯克本人佔據的50%在1年絕對解禁期後,因此實際拋壓可能在10%至15%,而135美元則成為了關鍵價位; 與特斯拉的合併故事:有分析師表示,8月15日前馬斯克將會面臨特斯拉期權(價值70億美元)的稅務壓力,那麼兩家公司合併是否是億萬富翁的最優選呢? 在SpaceX上市的第四個交易日,已經累計升超27%,總市值達2.5萬億美元,昨日短暫超越亞馬遜排名全球第五,目前市值僅次於英偉達、谷歌、微軟、蘋果和亞馬遜。 SpaceX上市當天馬斯克遠程講話 圖源:搜狐 在SpaceX上市之前,愛吃辣的小老虎就跟大家聊到了市場狂熱中的一些風險,其中「大空頭」Michael Burry就表示SpaceX不僅不值兩萬億美元,就連一萬億都不值得。他給這家全球著名的航天巨頭貼上了幾個標籤:「小型航天企業」、「細分市場電信運營商」、「問題百出的社交媒體平臺」等。 當大家都認為Burry會像「木頭姐」Cathie Wood在SpaceX上市後馬上出手時(兩者方向不同),這位身經百戰的大空頭卻表示,期權價格太高了! 他
【🎁有獎話題】Burry想沽空SpaceX反遭勸退!全球真係得兩間公司做得到規模化太空發射?
🌟🌟Comparing $SpaceX(SPCX)$ to $Rocket Lab USA, Inc.(RKLB)$ is like comparing David vs Goliath in the cosmos. SpaceX is the Giant with thousands of ...
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387
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Gilly87
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06-20

XOVR – A Hidden AI Infrastructure Play That Could Be Flying Under the Radar

$ERShares Private-Public Crossover ETF(XOVR)$ As investors continue to pile into AI leaders like NVIDIA and the hyperscale cloud providers, many are overlooking a critical piece of the AI ecosystem: cooling. The reality is simple. As AI models become larger and data centres become more powerful, traditional air-cooling solutions are reaching their limits. This is creating a massive opportunity for companies specialising in advanced thermal management and liquid cooling technologies. One company aiming to capitalise on this trend is XOVR. Why XOVR Has My Attention XOVR is focused on providing next-generation liquid cooling solutions designed for high-performance computing, AI servers, and modern data centres. While many investors are focused on sem
XOVR – A Hidden AI Infrastructure Play That Could Be Flying Under the Radar
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Mkoh
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06-20

The AI Memory Crunch: Apple's Price Hikes Signal a New Era of Expensive Tech

We’ve all been tracking the insane AI hype, but the collateral damage is finally hitting our wallets. Tim Cook just openly admitted that price hikes across Apple’s hardware lineup are now "unavoidable." Let that sink in. Apple has arguably the most ruthless, high-volume supply chain leverage on the planet. If they can’t bully suppliers into absorbing cost surges anymore, every other PC, smartphone, and component maker stands zero chance. This isn't just another standard "boom-and-bust" crypto-mining type shortage. This is a permanent, structural shift on the factory floors, and it’s creating a massive bottleneck called "memflation." The TL;DR on why this is happening: The AI Wafer Penalty: The "Big Three" memory makers (Samsung, SK Hynix, Micron) are aggressively moving factory capacity aw
The AI Memory Crunch: Apple's Price Hikes Signal a New Era of Expensive Tech
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Shernice軒嬣 2000
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06-20

The Breakout: JNTC’s Twin Engines of Disruption

On Friday, the trading floors watched shares of JNTC (204270.KQ) lock at limit up. The catalyst wasn’t just a single piece of good news; it was the simultaneous alignment of two massive, multi-billion-dollar tech migrations: the semiconductor industry’s desperate pivot to Glass Substrates, and the hard disk drive (HDD) industry’s transition to HAMR (Heat-Assisted Magnetic Recording). Stock price US$13.64 Here is the detailed breakdown of the catalysts driving JNTC's sudden valuation surge. Engine 1: The Glass Substrate Revolution (TGV) As artificial intelligence chips outgrow traditional organic (FR4/flip-chip ball grid array) substrates, the semiconductor industry is moving toward glass. Glass offers superior flatness, thermal stability, and allows for much tighter interconnect densities
The Breakout: JNTC’s Twin Engines of Disruption
TOPblinki: Glass + HAMR is a nasty combo to bet against. If they really cracked the micro-crack issue, this rerate kinda makes sense
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PawsAndProfits
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06-20
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. So there is a general hawkishness reaction to the latest fed announcement by the new chairman, Kevin Warsh. He announced that there will not be any forward guidance moving forward, and a general consensus that there might be a rate hike leading to second half of the year. The market clearly didnt like his words, and went into slight correction. As a full time trader, killing forward guidance is a significant impact on my trading strategies because now I have one less economic indicator to justify my trades. However, the beauty of being a retail investor with a smaller account size is I could adjust my approach moving forward according to what the
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. S...
TOPcheeryx: No forward guidance really kills one clean setup lol how are you changing entries now
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2.28K
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koolgal
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06-21
How To Invest In Singapore Banks Breakout 🌟🌟🌟For years, global capital treated the Singapore equity market as a sleepy, low beta dividend refuge.  The benchmark Straits Times Index $SS SPDR STI ETF(ES3.SI)$  was frequently overshadowed by the explosive growth stories of Silicon Valley and the hyper leveraged momentum of Wall Street. That narrative has officially been rewritten.  A massive structural migration of global Institutional capital has swept into the Lion City and propelled the STI index past the historic 5,190 milestone. At the heart of this historical bull run are Singapore's Big 3 banking giants: DBS, OCBC and UOB.  All 3 have shattered historical resistance to close at breathtaking
How To Invest In Singapore Banks Breakout 🌟🌟🌟For years, global capital treated the Singapore equity market as a sleepy, low beta dividend refuge. T...
TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Shyon @Aqa @DiAngel @SherniceXuan 2000
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Mkoh
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06-21

Everyone is watching the wrong bubble (And missing a generational alpha cycle)

While the crowd argues endlessly about AI valuations and crypto cycles, they are completely missing the tectonic shift occurring in the asset sitting inside every "safe" portfolio on earth: Bonds. We just witnessed the end of a 40-year secular bull market in fixed income. The 1981 top printed 14% yields; the 2020 bottom printed 0%. That massive tailwind ended in a single Covid panic. Covid was the ultimate turn. Rates hit zero, the system flooded itself with liquidity, and the 40-year bull in bonds quietly ended the exact moment everyone felt rescued. The Death of Beta, The Return of Alpha This is Soros-style reflexivity in action. For four decades, falling yields lifted every asset. It convinced everyone yields would drop forever, which lifted assets again. Belief and reality reinforced e
Everyone is watching the wrong bubble (And missing a generational alpha cycle)
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287
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Gilly87
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06-21

🎯Charles Schwab(SCHW) The Quiet Compounder That Could Benefit From Every Market Cycle

$Charles Schwab(SCHW)$ Charles Schwab (NYSE: SCHW) has quietly built one of the largest financial ecosystems in the world, serving millions of investors through brokerage services, wealth management, banking products, and advisory solutions. With over $11.7 trillion in client assets, strong account growth, and rising profitability, SCHW continues to prove that it is far more than just a brokerage platform. In Q1 2026 alone, Schwab reported: • Revenue of approximately $6.5 billion, up 16% year-over-year • Net income growth of 30% • Record client engagement and trading activity • Approximately $11.8 trillion in client assets • 1.3 million new brokerage accounts opened during the quarter The Bull Case Schwab's enormous client asset base creates a sig
🎯Charles Schwab(SCHW) The Quiet Compounder That Could Benefit From Every Market Cycle
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398
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MHh
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06-21
Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible
Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see p...
TOPAmandaViolet: Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol
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Pinkspider
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06-21

TESLA CYBERCAB

Tesla could easily scale Model Y robotaxis in Texas right now. The geofence is large enough, safety isn’t a constraint, and the occasional convenience interventions for edge cases could be handled by a small team of operators. But they’re not doing it. Why? If the capability exists and they’re choosing not to use it, the logical conclusion is that they don’t want to—at least not yet. Here’s one theory: Tesla has spent more than a decade engineering this moment around the Cybercab. The Cybercab isn’t meant to be just another robotaxi. It’s positioned as a true paradigm shift in transportation. Aggressively scaling Model Y robotaxis today would risk making the Cybercab launch feel incremental rather than transformative. Tesla appears to be holding back so the Cybercab can arrive with maximum
TESLA CYBERCAB
TOPcheerzy: Ngl if they drop Cybercab too early, regular riders may just see Model Y with no wow factor. Would you ride a geofenced Y first or wait for Cybercab?
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nerdbull1669
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06-22

Market Resilience vs. Hawkish Fed: Bull Continuation or Bear Trap?

The sharp reversal we just saw after the post-FOMC selloff highlights a massive tug-of-war in this market. On one side, you have a distinctly hawkish Federal Reserve under new Chair Kevin Warsh signaling rate hikes; on the other, you have powerhouse corporate earnings and a relentless secular boom in AI and hardware. To determine whether this is true resilience or a "fake bounce" ahead of a deeper drop, we have to look closely at the data mechanics driving the price action. What Is Sustaining the Resilience? The core factor preventing a total macro meltdown is simple: unprecedented dispersion and earnings power. The macro backdrop is heavy, but single-stock fundamentals—particularly in tech—are acting as a massive structural buffer. The Semiconductor Complex: This is the undisputed anchor
Market Resilience vs. Hawkish Fed: Bull Continuation or Bear Trap?
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KYHBKO
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06-22 08:23

(Full Article) Preview of the week (22Jun2026) - FedEx a market barometer?

Economic Preview: Key Data Releases (week of 22Jun2026) Business Activity · S&P Global Services PMI: The June Services PMI is forecast at 51.0, suggesting modest growth in the services sector. · S&P Global Manufacturing PMI: The June Manufacturing PMI is forecast at 54.8, indicating continued expansion in the manufacturing sector. Housing and Energy Markets · New Home Sales: May new home sales are expected to come in at 637,000 units, up from the previous 622,000 units. This will be an important reference point for assessing momentum in the real estate market. · Crude Oil Inventories: Crude oil inventory data remains a key near-term indicator. A drawdown in inventories may signal stronger demand expectations and provide insight into how oil majors view market consumption. Inflation
(Full Article) Preview of the week (22Jun2026) - FedEx a market barometer?
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KYHBKO
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06-22 08:31

(Part 2 of 5) - Earnings Calendar > FedEx - the market barometer

Earnings Calendar (22Jun2026) I am interested in the earnings of FedEx, Carnival, Micron, Trip and BlackBerrry. FedEx earnings serve as a primary health check for the global economy because the company moves millions of packages daily across more than 220 countries and territories. When businesses and consumers buy fewer goods, FedEx is often the first to notice. FedEx is a market bellwether. As a Global Trade Barometer, Consumer Spending Pulse, Corporate Health Indicator, Transportation Sector Leader and Forward-Looking Guidance, their earnings tell a lot more about the economy than the performance of one company. Valuation and Market Sentiment The stock has risen 44.31% from a year ago. Technical analysis currently points to a “strong sell” recommendation, while analyst se
(Part 2 of 5) - Earnings Calendar > FedEx - the market barometer
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KYHBKO
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06-22 08:33

(Part 3 of 5) - Market Outlook of S&P500 (22Jun2026)

Market Outlook of S&P500 (22Jun2026) 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 0.00, indicating the market has equal buying and selling momentum. 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 are showing a bulli
(Part 3 of 5) - Market Outlook of S&P500 (22Jun2026)
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KYHBKO
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06-22 08:34

(Part 5 of 5) - My Investing Muse (22Jun2026)

My Investing Muse (22Jun2026) Layoffs, closures and Delinquencies Meta’s CTO says morale is near “the worst it’s ever been” — leadership will offer increased snack budgets to lift spirits. Freight Distress Report: more carriers shut down, logistics firms cut jobs Bankruptcy filings from Texas to California were accompanied by hundreds of layoffs at Expeditors, Alan Ritchey, DHL and others - FreightWaves My muse The market is returning to a backdrop shaped by a peace deal that still lacks important details, alongside continued restrictions around access to the Straits of Hormuz. There also appear to be different interpretations of the agreement. In my view, this is consistent with the uncertainty we have seen since the start of the conflict, and I would not be surprised if tensions remain e
(Part 5 of 5) - My Investing Muse (22Jun2026)
TOPBarbaraWillard: VIX hedge makes sense here. Snack budgets fixing morale is darkly funny lol
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orsiri
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06-22 09:14

ASML’s Real Gold Mine Isn’t in the Box

The Fleet That Never Stops Paying Most investors still value ASML by asking a simple question: how many EUV machines will it ship next quarter? I think they are asking the wrong question. The real investment story begins after those machines leave the factory. Every lithography system entering production quietly expands an installed ecosystem requiring software upgrades, field servicing, productivity enhancements and process optimisation throughout its working life. Rather than behaving like a conventional capital equipment manufacturer, ASML is increasingly resembling the owner of an industrial platform whose economics improve with age. Gravity rarely announces itself until escape becomes impossible Platforms compound differently from products. That distinction matters because Wall Street
ASML’s Real Gold Mine Isn’t in the Box
TOPpizzi: Service rev is the real lock-in here. Once a fab tunes around ASML, switching gets ugly fast
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SG Visual Research
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06-22 10:57

AI Memory Chain: Why Micron Is in Focus

$美光科技(MU)$   $英伟达(NVDA)$   $西部数据(WDC)$   The AI trade is moving beyond GPUs into memory and storage. Investors are not only watching Nvidia. They are also watching HBM, high-end DRAM and data-center storage, because AI servers need both compute and memory bandwidth. Micron (MU) is in focus this week as AI memory demand lifts pricing. Market expectations point to nearly +1,000% YoY adjusted EPS growth for the quarter. This suggests the AI profit pool may be spreading from GPU leaders to memory, storage and infrastructure suppliers. Names to watch: Micron (MU): AI memory / HBM / DRAM Nvidia (NVDA): AI accelerator Western Digital (WDC): st
AI Memory Chain: Why Micron Is in Focus
TOPzoomzi: HBM pricing is the real tell here. If MU prints that EPS ramp, memory is finally joining NVDA
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Shyon
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06-22 14:45
I like $Broadcom(AVGO)$ the most among the stocks on this week's list. The company is benefiting from the rapid growth of AI infrastructure, especially through its custom AI chips and networking products. Its partnerships with major cloud providers give it a strong position in one of the fastest-growing areas of technology. What attracts me is its ability to deliver both growth and dividends. Unlike many technology companies, Broadcom generates strong profits and consistently returns cash to shareholders. This combination makes it easier for me to hold the stock through market volatility. I remain bullish on Broadcom's long-term outlook. As AI spending continues to increase, I believe the company is well positioned to achieve further EPS growth a

🎁Weekly EPS Growth & Dividend Leaders: MU, PAYX, TCOM, MTN and more

@Dividend_Earnings_Tracker
😀Hi Tigers, As the Q1 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 10 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between June 22 and June 26. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practical, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: MU, PAYX, TCOM, DRI, SNX & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/sharehold
🎁Weekly EPS Growth & Dividend Leaders: MU, PAYX, TCOM, MTN and more
I like $Broadcom(AVGO)$ the most among the stocks on this week's list. The company is benefiting from the rapid growth of AI infrastructure, especi...
TOPdropppie: I’m with you on AVGO — custom silicon plus networking is a nasty combo. Dividend makes the hold way easier too, who’s trimming after this run?
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