Cedric77
"It's OK not to be Ok!"
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Is a sell now and definite buy back after SpaceX goes Public! SpaceX is gg public, it will definitely move Rocket Lab (RKLB) — but not in a simple “good or bad way. Think short-term noise, long-term separation. So best to sell it, takes profit and buy it back against after Space X goes public and settle down. Short term: pressure + comparison shock This is where RKLB can get hit. Why: SpaceX IPO would suck up massive capital and attention Institutions that wanted SpaceX exposure may rotate out of RKLB Media will frame Rocket Lab as “mini SpaceX” (not fair, but it’ll happen) Likely effects: (We r seeing it now!) Temporary sell-off or underperformance Valuation compression due to side-by-side comparisons RKLB judged against SpaceX metrics it cannot match (yet) This is the danger z
Rocket Lab Stock Tanks Again. The Mini SpaceX Is Having a Wild Ride. -- Barrons.com
Why is a buy for CPS Technologies now? 1) Financial Performance Has Improved Return to Profitability CPS Technologies reported record revenue and profitability in early 2025, with $7.5 M in Q1 revenue and a return to operating profit after years of losses — even without revenue from a major past defense contract. � Q2 2025 revenue hit $8.1 M, a significant year-over-year increase, and the company posted operating profit again. Q3 2025 delivered $8.8 M in revenue, more than doubling prior-year figures and marking three consecutive quarters of record sales. This trend shows both top-line growth and improved margins, indicating CPS is moving into a more stable and scalable phase rather than just one-off spikes. 2) Expanded Contract and Product Base Large Follow-On Contract CPS secured a $15.5
Sharing my Read from Gd Financial Cents and why the price dipped. In mid 2025, Hims traded like a runaway winner. Market cap around $12.8B. Six months later, it sat around $6.94B. That is about $6.5B erased. And the reason has almost nothing to do with hair loss or ED. Hims built a clean business for years: Simple diagnoses. Fast shipping. Subscription revenue across hair, sexual health, dermatology, and mental health. Then they caught the biggest consumer health wave of the decade. Weight loss injections. Not the brand name versions. The cheaper compounded versions that exploded during shortages. That product line turned Hims into a rocket ship. It helped drive a massive jump in revenue and delivered the company’s first annual profit, according to the Financial Times. But the decisi
Hims & Hers Health Inc : TD Cowen Cuts Target Price to $30 From $37
Analyst Forecasts: 1)Average target: ~US$60–65 2)Very bearish (~US$20–30) to 3)Very bullish (US$100+) Better Entry Price (Indicative) Risk-reward improves on meaningful pullbacks. Some valuation models suggest better entry zones around US$30–60, depending on execution progress.Buying after clear operational milestones (e.g. successful Neutron launch) can reduce risk. Why Rocket Lab Is High Risk? Execution risk: Heavy dependence on Neutron rocket success. Profitability risk: Not yet consistently profitable. Volatility: Stock can move 10–20% on news. Competition: Operates in the shadow of SpaceX. Valuation risk: Trades on future expectations rather than current earnings.
Rocket Lab Corporation to Release Fourth Quarter and Full Year 2025 Financial Results
My 5 Best Picks for Singapore 2026 (from STI)
1. DBS Group Holdings (SGX: D05) — Banking heavyweight Why: Largest bank in Singapore and the STI, with strong balance sheet and high profitability. Healthy dividends and capital returns — attractive in a yield-focused market. Institutional optimism as Singapore equities are labeled “overweight” with banks as a key driver. � DollarsAndSense.sg +1 Role: Core defensive income + growth from regional expansion. 2. Oversea-Chinese Banking Corp (OCBC, SGX: O39) — Bank with diversified earnings Why: Large bank with diversified earnings streams (wealth management, insurance, etc.). Analysts expect OCBC to be a top STI pick for 2026 and yield growth as capital returns. � sginvestors.io Role: Dividend + relatively stable earnings. 3. Singapore Telecommunications (Singtel, SGX: Z74) — Defensive telec
Sharing my findings : For Long-Term, Risk-Tolerant Investors Potentially Yes — If you believe in: Continued revenue growth and margin expansion, Long-term demand in defense and advanced materials, Execution of new contracts and commercial products,then CPSH could be a growth-oriented speculative buy with meaningful upside potential. 📉 For Conservative or Short-Term Investors Maybe Not Yet — Because: It’s a micro-cap with volatility and limited analyst coverage, Profitability isn’t solidly consistent, Consensus from some models is only moderate buy or hold. Institutional & Insider Buying are noted, which can read as confidence from insiders and funds.
CPS Technologies Corp - CFO Charles K. Griffith, Jr. to Retire in 2026 - SEC Filing
My take and read on China Aerospace. (I hold Aerospace @0.65) Pros (Bullish Factors) 1. Strategic Government Affiliation CASIL’s parentage links it to China Aerospace Science and Technology Corporation — a state-owned entity with deep involvement in national aerospace and defense programs. This relationship offers preferential access to large government contracts and strategic projects that other commercial players may find hard to secure. 2. Revenue Growth in Core Business Despite headwinds in property leasing, the company’s technology industrial segment (e.g., injection-molding, PCB, semiconductors) has delivered double-digit revenue growth recently. 3. Diversified Business Mix CASIL’s operations span multiple industrial sectors, reducing dependence on any single revenue source. In
HK Movers | Commercial Space Stocks Jump With APT Satellite up 18%
Sharing from my read from Stocktoearn: Bank of America, through analyst Vivek Arya, projects that global semiconductor sales will exceed $1 trillion in 2026, driven by the AI boom. Here are the 6 stocks they highlighted as their “Top 6 for 2026” that are expected to lead the $1 trillion surge across the AI value chain in 2026: 1. Nvidia (NVDA): The dominant leader in AI accelerators (GPUs) for training and inference. Its powerful GPUs and comprehensive CUDA software platform are considered the industry standard and “brain” powering the vast majority of current generative AI models and data centers. 2. Broadcom (AVGO): A key player in custom Application-Specific Integrated Circuits (ASICs) for hyperscalers like Google and Meta. 3. Lam Research (LRCX): A semiconductor equipment maker benefit
Palantir plays a significant and growing role in U.S. defense and also in their home security. 🧠 It is a data, AI, and decision-making backbone, do note that they are not a weapons supplier 🇺🇸 It is strategically important, especially in AI-driven warfare They are part of a broader defense ecosystem, BUT not a monopoly Now, Palantir ($PLTR) is reportedly developing a tool for Immigration and Customs Enforcement (ICE) that displays potential deportation targets on a map, generates detailed profiles for each individual, and assigns a confidence score estimating the accuracy of their current location, according to 404 Media.
Top Calls on Wall Street: Nvidia, Tesla, Dell, Broadcom, Netflix, Boeing, Amazon and More
🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026. 🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy. 🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied. Is a BUY for me...:-)
US Approves Nvidia H200 Chip Exports to China with Some Conditions
US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.
Credit-Card Stocks Are Sliding, But Trump's Plan For A 10% Rate Cap Isn't A Done Deal
US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.
Credit-Card Stocks Are Sliding, But Trump's Plan For A 10% Rate Cap Isn't A Done Deal
Growth stocks that doubled in 2025: Sandisk: +572% Lumentum: +341% Western Digital: +291% AST: +257% Micron: +249% Seagate: +225% Robinhood: +211% Rocket Lab: +177% Lam: +141% Palantir: +141% Wayfair: +128% Comfort Systems: +121% Applovin: +115% Carvana: +113% GE Vernova: +101%
Thank you 🐅! Roaring ahead for Yr2026
Manus is a Chinese startup! Manus is primarily known as a new type of autonomous AI agent that executes complex, multi-step tasks in the cloud, acting like a digital assistant to handle research, content creation (like coding or writing reports from data), scheduling, and data analysis without constant human input, bridging the gap between idea and execution. Meta will operate and sell the Manus service, as well as integrate it into its consumer and business products, including in Meta AI, the company said. The exact financial terms of the deal have not been officially disclosed by the company.
Meta Platforms Acquires Manus to Accelerate Business and Consumer AI
What just happened: Acquisition: Google acquired Intersect Power for ~$4.75 billion cash (plus assuming existing debt) Who they are: Utility-scale clean energy developer focused on solar, battery storage, and integrated energy infrastructure What they do: Develop, own, and operate multi-gigawatt clean-energy projects - specifically designed to co-locate with large power users. Here a **ranked list of publicly traded companies similar to Intersect Power — ordered from most potential (growth + profitability) to least based on recent analyst outlooks and fundamentals in the renewable/clean energy space (as of late 2025): 📈 Top-Tier (Strong Growth + Profits + Scale) NextEra Energy (NYSE: NEE) — Best overall renewable utility play • World’s largest wind + solar generator with stable utility cas
BREAKING: Bank of America says, these 6 stocks will lead the $1 trillion chip surge in 2026: 1. Nvidia (NVDA) 2. Broadcom (AVGO) 3. Lam Research (LRCX) 4. KLA (KLAC) 5. Analog Devices (ADI) 6. Cadence Design Systems (CDNS) In a report titled "2026 Year Ahead: choppy, still cheerful," Bank of America analyst Vivek Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a historic $1 trillion annual sales milestone in 2026. Arya noted a strong belief in companies with "moats that are quantified by their margin structure."
FACTBOX-What to expect in 2026: Brokerage forecasts for S&P 500, global GDP
Good to know : MSTR Jan2026! MSCI has not yet made a final decision on the exclusion of MicroStrategy (MSTR) from its indexes. The final decision is expected to be announced on January 15, 2026, and if the exclusion is confirmed, it would take effect in February 2026. The potential removal is due to a proposed rule change by MSCI, which is consulting on excluding companies whose digital asset holdings (like MicroStrategy's significant Bitcoin treasury) represent 50% or more of their total assets, arguing that such firms resemble investment funds rather than traditional operating companies. Key Insights Decision Timeline: The consultation period ends on December 31, 2025, with the final announcement on January 15, 2026. Impact: If excluded, passive funds tracking MSCI indexes would be force
24H | Crypto Stocks Gain as Bitcoin Tops $89,000
2025 Market Scoreboard So Far:
Abstracted from my Read : Silver: +130% Gold: +65% Copper: +35% Nasdaq: +20% S&P 500: +16% Russell 2000: +13% Bitcoin: –6% Ethereum: –12% Altcoins: –42% Crypto is officially the worst-performing major asset class of 2025. KEY RISKS TO WATCH IN 2026 1)Rate cuts delayed-Hurts small caps & crypto 2)AI earnings miss-Nasdaq multiple compression 3)China slowdown-Copper & silver downside 4)Crypto regulation-Altcoin wipeout risk SIMPLE RULES FOR 2026 1)Trim winners, not losers 2)if BTC leads → ETH follows → altcoins last 3)Gold first, silver second 4) Cash is a position In short — 2026 playbook BEST TO INVEST 1) Gold Stable uptrend, central-bank support Works in both bull and stress scenarios 2) Bitcoin 2025 laggard → strongest rebound potential 3)ETF + institutional demand = asymmetri
Sharing my read - Why Japan bank interest rate increases affect whole world? Abstracted from Robert T. Kiyosaki. Japan just sent a warning most Bitcoin traders don’t understand. The Bank of Japan is preparing to raise interest rates to around 0.75% — the highest level in roughly 30 years. To most people, that sounds boring. To anyone who understands global money flows, it’s a shockwave. For decades, Japan played one role in the global financial system: The cheapest source of money on Earth. Investors borrowed yen at near-zero rates and used it to buy: • Stocks • Real estate • Private equity • Crypto This is called the yen carry trade. It works beautifully when rates stay low. It breaks violently when rates rise. Every recent tightening cycle in Japan tells the same story: When the yen
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