Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
$RTX Corp(RTX)$ The US defense industry usually signs between $200 billion and $350 billion in new contracts every year, depending on fiscal policies and changes. Take RTX for example. Its defense revenue hit $40.6 billion in 2024, making up 59% of its total sales. Even though they didn’t break down every single contract, the steady growth in defense revenue and market share says it all: government contracts are rolling in strong. Holding onto a giant like this just feels reassuring.
$ProShares UltraPro S&P 500(UPRO)$ The US stock market keeps getting stronger and bouncing back,no surprise at all. When it comes to tariff talks, the bottom line was clear from the start: it’s gonna be layered tariffs. There’s no way all industries are moving back to the US, it’s just not realistic. Only those tied to national defense absolutely have to come back. That’s why Yellen straight up said it might take two to three years to work things out with China. It’s a slow game, and the opportunities will come slow too,no need to rush.
$Tesla Motors(TSLA)$ Optimus is finally about to roll out! The trial production line has already landed at the Fremont factory, and by the end of year, there could be thousands of robots moving materials and inspecting equipment,just thinking about it is mind-blowing. Core parts like the 22-degree-of-freedom robotic hand and the rare-earth permanent magnet motors have been fully validated through the supply chain. Small-batch production is set for 2026, and they’ll even open it up to third-party partners. Tesla’s chessboard is just getting bigger and bigger,can't wait!
$VeriSign(VRSN)$ is pure internet infrastructure,barely any investment, business growth pretty much stalled, and future upside mainly riding on price hikes. But the shareholder returns are A+ level, equity is negative yet the cash position is steady. Their cash flow feels so much like Apple’s style, no wonder Buffett had his eyes on it. They call it a "tech" company, but honestly, it’s more like a money-printing machine. Feels super safe to hold.
$CG Oncology Inc.(CGON)$ is hitting major breakthroughs one after another with its new viral therapy for bladder cancer, and the latest data looks super solid and complete! It feels like they’re on a totally different track,while others are still hesitating, CGON is already proving to the world they’ve got what it takes. The more I see, the more confident I feel. Holding strong and feeling good!
$JAMES HARDIE INDUSTRIES-CDI(JHX.AU)$$The AZEK Company(AZEK)$$James Hardie Industries PLC(JHX)$ 🚨🧠📈 ASX Awakens: Shareholder Revolt Forces a Seismic Reboot of M&A Rules 📈🧠🚨 When James Hardie Industries ($JHX) surged ahead with its A$14 billion takeover of AZEK Co ($AZEK) without even glancing at shareholder approval, it did more than close a deal, It detonated a governance time bomb under the Australian Stock Exchange itself. In response to a rising chorus of discontent from institutional heavyweights, the ASX announced on Sunday a full-scale review of its shareholder approval requirements, its first serious rethink since 2017. ASX Managing Dir
$McDonald's(MCD)$ 🇦🇷💥🍔🚀 $MCD: Argentina’s Big Mac Meltdown, Bureaucracy Exposed in a Single Bite 🚀🍔💥🇦🇷 Forget inflation reports, Argentina’s Big Mac just detonated an economic truth bomb the IMF wishes it could bury. 🇦🇷 Right now, a Big Mac in Buenos Aires will set you back $6.95, more than in New York. Outrageous? Only until you realise that if you delete Argentina’s absurd tax pile-on, the real price plunges to $3.37. The burger isn't broken, the system is. Argentina is not facing a supply crisis, it is drowning in a fiscal swamp where VAT, turnover taxes, and invisible levies inflate everyday goods into luxury items. McDonald’s did not change the recipe, politicians changed the bill. 🔥 Milei’s Chainsaw Revolution Javier Milei, the economic anarc
$CleanSpark, Inc.(CLSK)$ 🚨⚡🇺🇸 CleanSpark’s Tennessee Blitz: Bitcoin Mining’s New Powerhouse Awakens 🇺🇸⚡🚨 When others hesitate, CleanSpark ($CLSK) accelerates! Tomahawk reports that CleanSpark’s audacious Bitcoin data centre project in Mountain City, Tennessee, has received preliminary approval, and this is no ordinary greenlight, It is a strategic offensive to dominate the next frontier of crypto infrastructure before the masses even see the battlefield. 📈 Power Moves in Play: • Local Economy Shockwave: High-skill jobs, rising incomes, and blockchain innovation, Mountain City is poised to morph from a sleepy town to a crypto stronghold. • Next-Gen Mining Arsenal: Armed with the
$Infosys(INFY)$$Wipro Limited(WIT)$$Hut 8 Mining Corp(HUT)$ 🇮🇳🚨🕵️♂️🔥 INDIA’S CRYPTO NIGHTMARE, WHEN MONEY TURNS TO MAYHEM 🕵️♂️🔥🚨🇮🇳 It started with whispers, now it is a full-blown storm. India’s top investigators have torn the lid off a sprawling crypto underworld where Bitcoin, Tron, and USDT stablecoins are not financing dreams, they are fuelling terrorism, drug empires, and cybercrime syndicates. Criminals, armed with VPNs, fake KYC documents, and unregistered offshore platforms, are moving dirty money faster than the law can blink. The Economic Times and The Free Press Journal warn: If this crypto chaos goes unchecked, it could trigger a financial contagion
$Netflix(NFLX)$$Alphabet(GOOG)$$Alphabet(GOOGL)$ 🚀🎬📊 YouTube Dethrones Netflix, Streaming’s New King of Cash! 📊🎬🚀 History is not just being written, it is being cashed in. The streaming wars have shifted from who has the best binge-worthy series to who is stacking the biggest revenue empire. Spoiler, YouTube is wearing the crown, and Netflix is chasing dust. 📈 Fresh Numbers, As of Q1 2025 YouTube’s trailing twelve-month (TTM) ad revenues have soared to $40.75B, eclipsing Netflix’s total revenues at $36.13B. That is a $4.62B lead, the widest in history, and growing faster than a Shorts video going viral. 📊 The Inflection Point, Revenue Rewind