Sembcorp Slides Further on Downgraded Forecast; 5x (UZMW) & -5x (X7GW) DLCs in Focus
$Sembcorp Ind(U96.SI)$ came under pressure on Monday (6 July) morning, falling as much as 3.84% after last Friday's -3.4% slide as research analysts downgraded their forecasts on the stock. Amplifying the move, the $Sembcorp 5xLongSG270623(UZMW.SI)$ surged up to 19.2% intraday, with the $Sembcorp 5xShortSG270331(X7GW.SI)$ falling a similar magnitude. The move extended Sembcorp’s 7-day losing streak, with the stock down 11.7% since 25 June and now trading below its 50-, 100- and 200-day moving averages. For investors who view the sell-off as overdone, the Sembcorp 5x Long DLC offers an efficient way to gain leveraged exposure to a potential technical rebou
$Silvercorp Metals Inc(SVM)$ Had wanted to share $ECHOIQ LTD(EIQ.AU)$ again, as it appears to be the gift 🎁 that keeps giving in this volatile time. However, the recovery of silver price along with Dow Jones seems to be catch of Thursday. Silver, as we already know, had a horrible June. Sell in May and go away seems to be the most appropriate action in a World Cup year! I did sell some before silver's last peak, but had kept the main bulk. Silvercorp, the miner i had shared previously in a separate article, had corrected a lot more than the drop in silver price in the past few days. As shared previously, Silvercorp has much outperforming $ProSha
$SS SPDR STI ETF(ES3.SI)$ 🌟🌟🌟I invest in STI ETF because it gives me steady dividends at 3.3% yield, low volatility, exposure to Singapore's strongest companies and long term compounding with minimal effort. It is my anchor - the calm disciplined part of my portfolio that keeps growing even when global markets get noisy. Go Long Go Strong Go STI ETF!😍😍😍🇸🇬🇸🇬🇸🇬🌈🌈🌈💰💰💰 @Tiger_SG @TigerStars @Tiger_comments
There was no press release or fanfare, but last week was more consequential to the future of autonomous driving than any week in recent memory. Waymo and $Uber(UBER)$ broke up. They’re still working together in Austin and Atlanta, but there’s now a clear business model split between the two. In a lot of ways, clarity is important. Waymo has a clearer path forward as it scales the business around the U.S. and globally. Uber knows it can’t rely on Waymo either, but it also puts pressure on the partners Uber is betting on. With new technologies, getting the business model right is more important than getting the technology right, so this moment is crucial. As an owner of both stocks, I’m not surprised by the move and happy to see the shift. I think i
Echoes of the Dot-Com Bubble? Tech & Semis Flash Warning Signs
If the $S&P 500(.SPX)$ finishes the year with a 10%+ gain, it will be only the 2nd time in the history of the $SPX that it has had 4 straight years of double-digit returns. The other time was 1995-1999, just before the Dot Com Bubble burst 🤯 👀 Semiconductor Stocks $VanEck Semiconductor ETF(SMH)$ relative to M2 Money Supply 🚨 Now trading at double the peak of the Dot Com Bubble 🤯 👀 Semiconductor Stocks are very, very expensive 🤯 👀 Probably Fine? Energy Stocks just saw an outflow of $3.2 Billion over the last week, the largest in 2 years 🚨 🚨 Tech Stocks on track for their largest annual inflow in history 📈 📈
Relative strength remains one of the most reliable indicators of market leadership. These 12 liquid stocks are leading the market with the strongest one-month performance and RS thrust, highlighting where momentum continues to build. 12 Leading Liquid Stocks by 1-Month Relative Strength and RS Thrust (Sorted) $Robinhood(HOOD)$ - Financial Technology (Fintech) & Infrastructure $Hims & Hers Health Inc.(HIMS)$ - Healthcare Providers & Services $Reddit(RDDT)$ - Software & IT Services $Tempus AI(TEM)$ - Biotechnology & Medical Research $UnitedHealth(UNH)$ - Healthca
The CEOs Building Tomorrow's Giants Take Big Risks Today
Something different. As an investor, I look for what I call "ambitious failures". CEOs moving quickly, taking big swings, and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. But as a shareholder betting on asymmetric returns, I WANT my leadership to play fast + play BIG. Couple examples of founders moving fast, playing big (and sometimes flopping): > bezos launched $Amazon.com(AMZN)$ 's fire phone, it flopped > $Meta Platforms, Inc.(META)$ zuckerberg went all in on metaverse, flopped > $Coinbase Global, Inc.(COIN)$ 's nft marketplace flopped > $GameStop(GME)$