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07-14 11:49
MSFT: Light at the End of the Tunnel, yet ?
Intro. My last post on $Microsoft(MSFT)$ was back in 29 Apr 2026, just before it released its Q3 2026 earnings. click here ! to re-read the post. Since then, much have happened that caused it stock price of $424.64 per share to consolidate further. I think it is a timely revisit to see what have transpired between my last post until 08 Jul 2026. Agree ? The Verdict. Microsoft did not really break down after 29 Apr 2026; it just kept moving sideways because the market had already priced in a lot of the AI and cloud strength. Investors then focused on slower parts of the business, higher capex, and the question of how quickly AI spending will turn into even bigger profits. The
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @Shyon @koolgal @Barcode @SherniceXuan 2000
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07-14 13:58
SPX can Add Another $10T in Value by EOY if the Next 2 Weeks Deliver
$S&P 500(.SPX)$ can add another $10T in value by EOY if the next 2 weeks deliver 8 weeks is a long time to be patient. But that’s how long $SPX has been ranging, stuck between ATHs at 7620 and a floor near 7250. Here are three key scenarios you should prepare for going into the next few weeks (The last scenario is the MOST dangerous for profitable traders) 👇 New ATHs 🐂 Financials report strong earnings. CPI data comes in cooler than expected. Tech earnings between now and next week ($Netflix(NFLX)$, $Tesla Motors(TSLA)$, $ASML Holding NV(ASML)$,
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07-14 13:56
TRADE PLAN for Tuesday 📈
$S&P 500(.SPX)$ is currently on week 6 of a consolidation from 7228-7620. Until we see above 7620 or under 7228, It's a quicker trade environment. For tomorrow if SPX gives up 7500 Avoid calls. SPX to 7438 in play if 7500 fails. SPX July 15 7450P can work under 7500 $Invesco QQQ(QQQ)$ dropped 1.9% today. If QQQ fails to reclaim 712 tomorrow we can see another flush to 700. QQQ under 700 can Test the June lows at 686. QQQ July 15 708P is best under 712 $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ are still in a consolidation phase. Keep an eye on 821 fo
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07-14 13:55
SNDK, MU& DRAM Enjoy Great Potential to Buy
Hello everyone! Today i want to share some technical analysis with you! 1 $Roundhill Memory ETF(DRAM)$ Right shoulder formed today but price remained above the neckline. Gaps are levels to be aware of on both scenarios (trigger or invalidation). 2 $Micron Technology(MU)$ Right shoulder became much more pronounced today but price remains above the neckline, so no trigger, yet. 3 $SanDisk Corp.(SNDK)$ That right shoulder became a lot more pronounced today. But, price is still above the neckline, so no trigger quite yet. Follow me to learn more about analysis!!
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07-14 13:47
SOFI, ORCL, AMZN, MRVL& NOW Confronted Distinctive Situation
Hello everyone! Today i want to share some technical analysis with you! 1 $ServiceNow(NOW)$ you've got my attention... 2 Jensen Huang called it "the next trillion-dollar company" Still a long way to go 👀 $Marvell Technology(MRVL)$ 3 6+ years of build-up now approaching the apex... 🌶️ $Amazon.com(AMZN)$ 4 Oh dear god 🩸 $Oracle(ORCL)$ entering its 7th red week in a row and falling straight through support 5 $SoFi Technologies Inc.(SOFI)$ CEO took a gulp... 🥤 Follow me to learn more about analysis!!
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07-14 09:53
PetroChina - back in play given spike in oil prices following latest US-Iran standoff
PetroChina shares $PETROCHINA(00857)$ gained 2.4% to HKD 9.25 yesterday, tracking the rally of Asian energy shares, which look to extend gains after overnight crude brent oil prices jumped 9.6% overnight - its biggest gain since May 2020, according to Bloomberg 🛢Brent crude oil prices continue their climb to yet higher levels this morning as of 905AM, and are now 19% higher since the escalation of the US-Iran conflict on 7 July. PetroChina shares are consequently up another 3.2% this morning to HKD 9.55 as of 935AM ➡The catalyst for the oil spike began on 7 July when the US Treasury revoked the waiver allowing Iranian oil sales, jeopardizing the interim peace deal and reigniting supply disruption fears Yesterday, US President Donald Trump reinsta
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07-14 10:25
US Treasury Yields Rose on Renewed Geopolitical Tensions; LCU YTD Return Reaches 22.08% 【 CSOP SG Weekly】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.62%* The recent re-escalation of geopolitical tensions has led to rising yields, predominantly led by the front-end. Looking ahead, investors will focus on upcoming US CPI data and Fed Chair Warsh’s Congress testimony for further clues on the interest rate outlook. While lower oil prices compared with March-May levels is expected to lead to a negative June headline CPI print, HSBC believes front-end rates should remain supported as policymakers continue to focus on inflation risks and avoid providing clear forward guidance, keeping upcoming FOMC meetings "live" for potential policy action. *Bloomberg, as of 2026/07/10. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑2.24% As of 10
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07-14 09:56
SpaceX's First Reality Check
One month ago, $SpaceX(SPCX)$ looked unstoppable. Its IPO priced at $135. It surged to $176 on its first trading day and briefly touched $225. The market wasn't just buying a space company. It was buying the AI story. Today, that narrative is beginning to face its first real test. The stock has fallen for a second consecutive session and is now trading close to its IPO price. The question is no longer whether SpaceX is an extraordinary company. The question is what investors are actually paying for. The Rally Was Never About Rockets If you examine SpaceX's current valuation, one thing becomes obvious. The market isn't valuing the launch business. Nor is it primarily valuing Starlink. It is valuing AI. Following the merger with xAI, AI became the d
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07-13 22:19
🚀 The SK Hynix Bloodbath: Why This -15% Crash is a Gift, Not the End of the AI Super-cycle If you are watching the screen today and panicking over SK Hynix plunging 15.46% in Seoul, its 2x leverage products getting completely obliterated by 33%, and US pre-market memory names getting dragged down in sympathy—take a deep breath. The mainstream media is already writing the obituary for the AI semiconductor trade. They love calling "the top." But if you pull back the curtain on what actually happened today, you’ll realize this isn’t a fundamental collapse in AI demand. It is a textbook, mechanics-driven leverage unwind colliding with a classic "sell the news" event. If you missed the initial run-up, this violent shakeout is your golden ticket entry. Here is exactly why the party is nowhere ne
TOPThank you for your kind words! I appreciate your support and am glad you enjoyed the article.
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07-13 19:01
$Vanguard S&P 500 ETF(VOO)$ Why I invest in VOO 💰📈 For me, investing isn't about chasing the next hot stock—it's about building long-term wealth. That's why I invest in VOO, an ETF that tracks the S&P 500. Instead of betting on a single company, I'm investing in 500 of the largest and most established businesses in the U.S. If one company struggles, there are hundreds of others helping balance things out. Here are a few reasons I chose VOO: ✅ Instant diversification across 500 leading companies. ✅ Very low management fees, meaning more of my money stays invested. ✅ A long history of strong long-term growth from the U.S. stock market. ✅ A simple "buy and hold" investment that doesn't require constantly watching the market. ✅ Dividends
TOPStarted DCAing VOO last year, now it’s my biggest core holding. Hard to beat simple compounding
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07-13 20:12
$Alphabet(GOOG)$ largest profit share
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07-13 23:49
$Apple(AAPL)$ backing JPMorgan. They've consistently shown strong execution across different market conditions, with a diversified business spanning consumer banking, commercial lending, investment banking, and trading. If any of the major banks are likely to set a positive tone for earnings season, I think JPMorgan has the best chance. It'll be interesting to see whether they can once again outperform expectations and provide upbeat guidance for the
TOPPast 5 Apple reports, gross margin guide beat by 2-3 pts. Think JPM can pull that same expectations game too
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07-14 06:29
$ESR REIT(9A4U.SI)$ Oh my...whatever did I do wrong...
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07-14 07:18
$META 20270917 500.0 CALL$ profit limited by poor man covered call... but at least its a profit
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07-14 07:19
$NVIDIA(NVDA)$ still waiting for rocket ship
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07-13 19:53
[Stock Prediction] Can TSM Beat Again?
TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),$Taiwan Semiconductor Manufacturing(TSM)$ After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate
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07-14 09:19
Meta Changed the AI Debate, Just Added Another 3GW of AI Capacity
For months, one question has dominated the AI debate: Has AI CapEx peaked? Every earnings season, investors have watched hyperscalers spend tens of billions on AI infrastructure while asking the same question: How long can this continue? $Meta Platforms, Inc.(META)$ may have just provided an important answer. The company expanded its planned Hyperion AI campus from 2GW to 5GW, pushing the project's estimated investment beyond $50 billion. The stock didn't fall. It rose. That tells us something important. The market isn't automatically punishing companies for spending more on AI. It's becoming far more selective about who is spending—and how they're funding it. The Wrong Comparison May Be the Dot-Com Bubble Many investors continue comparing today's
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07-14 07:43
$SPY Faces Its Biggest Test of 2026: CPI Tomorrow
The most dangerous CPI of 2026 drops tomorrow 8:30am. And the risk is pointing in only one direction: Inflation went 2.4% in Feb to 4.2% in May. That's not cooling that's the fastest reacceleration in years. Tomorrow tells us if the top is in, or if this is just getting started. Here's what makes it print low: energy. The Iran/Hormuz oil spike that drove 60%+ of last month's jump is fading, and gas has rolled over. That alone drags headline from 4.2% down to around 3.8%. On the surface it looks like relief. But here's what makes it print high everything that doesn't fade. Shelter is still sticky. Tariffs are bleeding into core goods. Services never cooled. Energy leaves, but these stay. That's the trap sitting under the "cooling" headline. So ignore the headline number. Watch core CPI inst
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07-14 07:16
Beginning Of the End For OpenAI?
The product is wrong, the strategy is off, and now Apple is suing. I intended to publish an article on AI’s enterprise incentives yesterday, but it’s been expanded into much more after the drama of the last 72 hours. Since Thursday, ChatGPT released an update without a chatbot, on Friday, Apple sued OpenAI, and over the weekend, Sam Altman took on Elon Musk on Twitter. But before we get to all of that and how it’ll impact investors, let’s start with the weekly update. OpenAI Gives Up On Consumers? OpenAI updated its Mac app last week, and it told us more than they thought about the near-term future of AI. ChatGPT, as we know it, is dead. Enterprise AI and AI for “work” is the future, even for the product that reached a billion consumers faster than any other. This is what ChatGPT looks lik
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07-14 08:00
Bullish on $NVDA, $BABA, $NFLX & $MSFT, Patient on $PLTR
Some stocks are bouncing from high-probability support. Others still haven't reached attractive entry zones. Here's a technical update on six names I'm watching most closely: $NVDA, $BABA, $NFLX, $MSFT, $PLTR and $ONDS. 👇 1. $NVIDIA(NVDA)$ Still bullish on $NVDA Bouncing off Weekly FVB support and testing this trend line 2. $Ondas Holdings Inc.(ONDS)$ Cut $ONDS for a 13% loss. Could it bounce short term? Sure. I am fine without it. Monthly BX is dark red. Historically when that happens, we finish the cycle red about 82% of the time. If this support breaks, there is room for a multi month slide toward $5. I do not want to sit through that. I would rather rotate that capital into a stronger name. 3.