MicroStrategy's Bitcoin Bet Delivers $500 Million Daily Gains — For Now
Michael Saylor is calling it straight: MicroStrategy is on track to be the fastest-growing, most profitable company in America right now. The driver? Pure Bitcoin exposure.On strong days, the company books paper gains north of $500 million. Not from operations or product sales — just the daily mark-to-market swing on its hoard of more than 721,000 BTC. When Bitcoin climbs 1%, hundreds of millions flow straight to the bottom line. When it drops 1%, the losses mirror that figure in the opposite direction.This is corporate leverage on a scale never seen before. MicroStrategy has engineered one of the most aggressive treasury strategies in history, essentially turning the company into a high-beta Bitcoin proxy. And on green days, it works exactly as planned.Saylor himself has been upfront abou
Keytruda’s Challenger or Wall Street’s Biggest Coin Toss?
Inside $Summit Therapeutics PLC(SMMT)$ $15 Billion Leap of Faith Every bull market eventually produces a stock that stops behaving like a company and starts behaving like a referendum. Right now, that stock may be Summit Therapeutics. On one side sit investors convinced ivonescimab is the most important oncology breakthrough in years. On the other are sceptics who see a company worth billions despite having virtually no commercial revenue and a single regulatory hurdle capable of changing everything overnight. The truth is that both camps have a point. And that is precisely why Summit has become one of Wall Street's most fascinating battlegrounds. Wall Street is pricing probabilities, not profits The Drug That Started the Argument Summit's investm
GOOD NEWS 🚨 Bank of America Securities analyst Alexander Perry reiterated a BUY rating and a $460 price target on $TSLA 🔥 Perry's thesis pivots away from traditional EV sales volume, focusing squarely on Tesla’s evolution into an AI and robotics powerhouse: ✅ Perry views Tesla as the clear future leader in autonomous ridesharing, estimating that the Robotaxi segment alone now accounts for approximately 52% of Tesla's overall valuation. He argues that Tesla’s "vision-only" point-to-point software is the most advanced, scalable, and cost-effective solution on the market compared to competitors relying on expensive LiDAR systems. ✅ Tesla’s autonomous mode averages just one reportable crash every 101,000 miles—a crash rate roughly 90% lower than human drivers. This safety record is a massive c
Weekly: CNMC, Goodwill, CAREIT & PC Partner directors see Huge Acquisitions
Over the five sessions, We saw 23 primary-listed companies conduct buybacks with a total consideration of S$39 million, a similar pace to the previous week. 1. $CNMC Goldmine(5TP.SI)$ CNMC Goldmine Holdings CEO Chris Lim's deemed interest in the company increased from 26.405% to 26.535% following on-market purchases of 536,400 shares by executive chairman Professor Lin Xiang Xiong on 11 and 12 June at S$1.1277 and S$1.15 per share respectively. Lim's deemed interest stems from his family's controlling stake in the gold producer, with his parents, Professor Lin and Tan Swee Ngin, owning Innovation (China) Limited, which holds 106.99 million CNMC shares. 2. $Goodwill(GEH.SI)$ GEHL Vice Chairman a
💰SpaceX (SPCX) Dips Below $150 — JPMorgan Merger Thesis vs Chanos Bubble Warning: Is $220 Realistic or Pure Hype? 😱🚀
SpaceX ( $SpaceX(SPCX)$ ) took another hit, sliding 4.51% and breaking below the key $150 psychological level amid broader tech weakness tied to geopolitical tensions. The stock is now caught in a classic high-growth valuation tug-of-war: bulls led by JPMorgan see strategic rationale in a potential Musk-led merger with Tesla, while bears like Jim Chanos call the valuation pure bubble excess. With ambitious $220 year-end targets floating around, this dip raises the question — is it a buying opportunity in the space/AI infrastructure leader, or a warning sign for overextended valuations? 📉 $JPMorgan Chase(JPM)$ The Bull-Bear Clash in Focus Bull Case: Merger Synergies & Space Dominance Unlock $220 🐂 JPMor
🎁Weekly EPS Growth & Dividend Leaders: TSM, JPM, ASML, JNJ and more
😀Hi Tigers, As the Q2 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 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between July 13 and July 17. 😍 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: TSM, JPM, ASML, JNJ, BAC & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/sharehold
Option watchlist. $Meta Platforms, Inc.(META)$ - The company recently announced Muse Spark 1.1 and plans to start manufacturing an AI chip, "Iris," in September. The stock is breaking above a weekly trendline resistance. Calls above $670 could be interesting for a potential move toward $700 and higher. There's significant call flow. $NVIDIA(NVDA)$ - The stock is breaking out of its channel on the daily chart. There's significant call flow. Calls could be viable as long as $210 holds, for a potential move toward $215 and $220. $Apple(AAPL)$ - The stock is close to all-time highs and making strong moves. The $317.40 level is being watched for a po
S-REITs maintain pockets of resilience despite headwinds in H1
Singapore Real Estate Investment Trusts (S-REITs) trailed the broader Singapore market in the first half of 2026 amid a backdrop of higher bond yields, elevated oil prices and ongoing geopolitical uncertainty. Even so, there were still pockets of resilience within the sector, with nine S-REITs recording positive total returns for the year-to-date. The iEdge S-REIT Index recorded a total return of -3.9% year-to-date, compared with 13.7% total return for the Straits Times Index over the same period. Investors were more cautious as they assessed the interest rate outlook, with the US Federal Reserve maintaining its benchmark rate at 3.5–3.75% in June. Analysts from DBS Group Research noted in July that most investors recognise that valuations for S-REITs remain attractive, at around 0.9 times
[Event Registration] 15th July|Will Hong Kong–Listed Chinese Stocks Continue to Lag Japan and U.S.?
In recent market cycles, Hong Kong–listed Chinese equities (e.g., Hang Seng Index) have significantly underperformed their developed market peers. In contrast, Japan’s Nikkei 225 and U.S. Indices have delivered strong gains, supported by corporate reforms, resilient earnings, and sustained investor inflows. With valuations in Chinese equities now appearing increasingly attractive, investors are asking: is this a genuine buying opportunity—or will the lag persist? For this session, we invited guest speaker Jamie Chung, Head of @Macquarie Warrants Singapore alongside @Tiger_James Ooi , Chief Market Strategist at Tiger Brokers (Singapore), where they w
5 Charts: Meta Breaks Out, Semis Go Wild & Valuations Near Dot-Com Levels 🚨
Markets are sending mixed signals—from record valuations and historic volatility to technical breakouts and changing market structure. Here are five charts that stand out today. 👇 1.Bank of America $Bank of America(BAC)$ = Rekt 🚨 S&P 500 $SPDR S&P 500 ETF Trust(SPY)$ now up 43% since BoA told us to go short 🤦♂️ 2.Semiconductor $VanEck Semiconductor ETF(SMH)$ Stocks have moved 3% up or down 15 times in the last 30 trading days 🚨 This hasn't occurred since the Dot Com Bubble 🤯 👀 3. $Meta Platforms, Inc.(META)$ has done it!! Reclaimed its 200-day moving average and trading above it by the largest margin since January
I haven't posted in four weeks. It wasn't for lack of things happening. The opposite. Since I last wrote, MSFT went from the $500s to the mid-$380s. Bitcoin dropped roughly 20% in June — its worst month of the year — and printed a fresh 21-month low in the process. The tech-led sell-off broadened. Chipmakers cracked. The Fed pivoted hawkish enough that Bank of America now models three rate hikes this year, not the cuts most of the market was pricing in. I wanted to wait until the dust settled before writing about any of it honestly. Now it has, at least enough to see the shape of what happened. The last post ended with this line: "Whether it holds in a real drawdown is a different question, and I don't have an honest answer until I'm in one." I'm in one. Here's what the book did. What The
🚨 SONY (NYSE: SONY): CEO Share Sale Sparks Investor Debate 🎮📉
Sony is under the spotlight after CEO Hiroki Totoki sold 225,000 shares (over 56% of his direct holdings) for approximately US$4.7 million, just two days after announcing a major shift in PlayStation's future. $Sony(SONY)$ Here's what's driving the conversation: 🔹 CEO Share Sale: Totoki's transaction has sparked speculation among investors, although reports suggest the sale may have been arranged well in advance under a pre-planned trading program. 🔹 PlayStation Goes Digital: Sony plans to phase out physical PlayStation game disc production by January 2028, accelerating its move toward an all-digital future. While the strategy could improve margins, it's also triggered significant consumer backlash and legal challenges over competition concerns. 🔹
(Part 4 of 4) News and my investing muse for the week starting 13Jul26
News and my thoughts from the past week (13Jul2026) From X user Katie Miller: OpenAI’s last 24 hours: > Top Exec unexpectedly departs > Shuts down browser tool after 9 months > Sued for trade theft by Apple > Caught selling product to China against sanctions OpenAI is shutting down Atlas, its standalone AI browser, less than a year after launch. The company announced the deprecation alongside ChatGPT Work, a desktop superapp that folds browser capabilities into the main ChatGPT app. Atlas joins Sora and the shelved adult mode as products OpenAI has quietly walked away from in recent months. - X user Hedgie A Brown University economics professor made his take-home midterm harder than usual, figuring unlimited time justified it. 86 students enrolled, up from a typical 8 to 30.
Market Outlook of S&P500 (13Jul2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.14, indicating the market has more buying momentum than selling. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving averages. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued 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 bullish outlook
(Part 2 of 5) - Earnings Calendar for week starting 13Jul26 > looking at Netflix
Earnings Calendar (13Jul2026) The earnings season starts with the financial institutions with some of the biggest bank giants: Citi, Goldman Sachs, Wells Fargo, JP Morgan. Other key earnings will include BlackRock, Intuitive Surgical, Netflix, United, TSMC and Wise. The importance of the banking earnings (compiled with help from Grok and Gemini) The big banks (JPMorgan, Citi, Wells Fargo, Goldman Sachs) kick off earnings season as the ultimate macroeconomic health check. Because they sit at the center of capital flow, their financial results serve two critical functions: Main Street Health Check: Metrics like credit card spending, loan delinquencies, and credit loss provisions reveal the true financial stamina and default risks of the American consumer. Wall Street Sentiment: Inv
(Part 1 of 4) Economic Calendar - week starting 13Jul26
Economic Preview: Key Data Releases (week of 13Jul2026) Key Economic Data to Watch The most closely watched release in the coming week will be the June Consumer Price Index (CPI). Core CPI is forecast to rise by 0.3% month on month, making it a key indicator for inflation trends and market expectations. China’s second-quarter GDP will also be announced. With the previous reading at 5.0%, the result will serve as an important gauge of China’s economic momentum and a useful reference point for global consumption trends. Inflation and Producer Costs The June Producer Price Index (PPI) will be another important release, with a forecast increase of 0.2%. PPI is a useful leading indicator for consumer inflation because higher producer costs may eventually be passed on to consumers through goods
7 High-Quality Undervalued Fallen Angels 1. $AppLovin Corporation(APP)$ Drawdown: 31% Net Margin: 64% (yes, its real) FWD P/E: 29 2028 Revenue CAGR: 32% 2028 EPS CAGR: 35% Their AI advertising model analyzes billions of data points from 1.6B devices in real time. Then it matches the right users with the right apps, and dynamically optimizes ad spend, ad formats, and ad targeting to achieve the best outcome. 2. $MercadoLibre(MELI)$ Drawdown: 41% EBITDA Margin: 13.9% FWD P/E: 39 2028 Revenue CAGR: 25.7% 2028 EPS CAGR: 34.8% It is Latin America's most powerful AI e-commerce, logistics, and fintech ecosystem. Its marketplace connects millions of buyers and sellers, Mercado Pago enables secure digital payments