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10:43
The Next AI Winners May Not Make a Single Chip
Everyone knows NVIDIA. But what happens when the biggest challenge in AI is no longer just computing power, but finding enough electricity, cooling and infrastructure to keep everything running? That is where I think investors should start looking next. The AI boom is creating opportunities across several industries, and some of the most interesting companies operate behind the scenes. Here are 6 stocks worth watching beyond the usual chipmakers. ⚡ 1. Constellation Energy ($CEG) — The Power Producers AI data centres need reliable electricity around the clock. Constellation operates nuclear power plants that can provide consistent, low-carbon electricity. Its long-term power agreements highlight how technology companies are looking for dependable energy supplies. 🔌 2. GE Vernova ($GEV) — Th
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12:42
EU Sovereign Debt Regulatory Checks: International Spillover & U.S. Banking Impact
European regulatory authorities, including the European Central Bank (ECB) and European Banking Authority (EBA), have intensified scrutiny on commercial bank holdings of European sovereign debt. Historically, sovereign paper issued by EU member states has enjoyed a privileged zero-percent risk weighting under Basel frameworks, alongside exemptions from single counterparty exposure limits. In this article we would like to discuss on the possible international spillover and also what this EU sovereign debt regulatory checks mean. 1. REGULATORY CONTEXT & PRIMARY SPILLOVER MECHANICS The regulatory drive within the European Union to subject sovereign bond holdings to heightened scrutiny stems from a long-standing structural vulnerability in the Eurozone framework: the "sovereign-bank doom l
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33 minutes ago
I Collected 49 Cents To Buy MARA At $12. On Friday It Closed At $9.65
$MARA Holdings(MARA)$ Mathematical Money | October 11, 2026 $MARA$ closed Friday at $9.65, down 14.1% on the week from $11.23 and through $10 for the first time this cycle. It was an ugly five sessions for a stock that had already had a few of those. I'd been short puts into that expiry at the $12 and $11.50 strikes, sold on 18 September for 49 cents and 53 cents a contract. Both finished in the money on Friday, so the shares were assigned to me. I said in advance that I'd report which way it went, so here it is, with the arithmetic done per share because that's the only way to see it clearly. What it actually cost The premium reduces what I paid. On the $12 strike my effective purchase price is $11.51, and on the $11.50 strike it's $1
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13:45
Iggy’s Journal: The Price of Retirement Income: What S$1,000, S$2,000 and S$3,000 a Month Actually Cost Today
Iggy’s Journal: The Price of Retirement Income: What S$1,000, S$2,000 and S$3,000 a Month Actually Cost Today Sat 10 Oct 2026 | Midday The Numbers The same S$2,000 a month needs S$600,000 at CPF’s 4 percent floor rate, but S$1.25 million at the 1.92 percent six-month T-bill yield. The gap is S$650,000, and it comes from the yield assumed, not from any difference in lifestyle. My 4.7 percent hurdle asks for S$510,638. A dividend can be cut, while the T-bill yield resets at every auction. For someone still saving, the target moves whenever the yield moves. At 1.92 percent, S$200,000 pays S$320 a month. At 4 percent, the same S$200,000 pays S$667 a month. CPF’s 4 percent is a useful yardstick, but it is not money you can generally draw monthly in the way T-bill income can be drawn. My Persona
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09:22
🚨 THE BIGGEST TELECOM SHAKEUP IN HISTORY IS HERE 🚨
For decades, telecom and internet giants have dominated with limited competition, slow innovation, and increasingly mediocre service. $Space Exploration Technologies Corp(SPCX)$ is about to change that forever. 💥 1. The US Shockwave $AT&T Inc(T)$ , $Verizon(VZ)$ , and $T-Mobile US(TMUS)$ stocks just tanked after Elon Musk announced plans to turn Starlink into a major mobile carrier. Why? Because consumers are tired of bad customer service and high bills with no real alternatives. Seeing old-school giants get disrupted is long overdue! 2. The Genius "Walkie-Talkie" Move 📱
TOPAbnerKeppel: Tower capex and auction debt are the real drag here. Reusable launch plus distressed spectrum is a nasty cost curve shift for T, VZ and TMUS
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11:05
SPCX& ASTS: Who is the King in the SPACE?
Hello everyone! Today i want to share some trading ideas with you! 1 President Trump calls Elon Musk “one of the greatest tech founders” as speculation around a $Tesla Motors(TSLA)$and $SpaceX(SPCX)$ merger builds. There are now 62% odds of the two companies merging before 2028. 2 $AST SpaceMobile, Inc.(ASTS)$ now officially trades under 10x 2028 price to sales while $SpaceX(SPCX)$ is moving to acquire nationwide low band spectrum that AST had also been pursuing. What makes this interesting is SpaceX is validating how scarce D2D spectrum really is while AST
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10:08
The Snake Swallowing the Elephant: The $110B Takeover That Shook Hollywood
Chapter 1: The Ambitious Heir and His Hollywood Dream $Paramount(PGRE)$ $Netflix(NFLX)$ $Paramount Skydance Corp(SKYD)$ In the glittering but brutal world of Hollywood, empires rise and fall with the box office. A new player emerged with deep pockets and bigger ambitions.David Ellison, son of Oracle co-founder Larry Ellison (one of the world’s richest men), had long chased a movie dream. He founded Skydance Media, a production company that co-financed hits and rode along on big films without controlling a major studio. Hollywood’s old guard often kept him at arm’s length. Some talent preferred not to work with the tech heir.
TOP@Ah_Meng I prefer David Ellison than Elon Musk. [Happy]
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10:58
The Big 5--AI x Biology, Financial Revolution, Commodities, Optics& The Power Bottleneck
The Big 5 1. AI x Biology: $Tempus AI(TEM)$: The data layer $CRISPR Therapeutics AG(CRSP)$: The execution layer cutting DNA at a specific site. $Beam Therapeutics, Inc.(BEAM)$: Higher risk play on editing individual bases $Recursion Pharmaceuticals, Inc.(RXRX)$: Data generation layer $Eli Lilly(LLY)$: The entire stack 2. Financial Revolution: $Coinbase Global, Inc.(COIN)$: The everthing crypto play
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10:37
META, EOSE, LITE, MRNA& DELL Enjoy Great AI Rebound Now
Hello everyone! Today i want to share some technical analysis with you! 1 CINDERELLA STORY OF 2026. $Dell Technologies Inc.(DELL)$ +750% in 13 months. 2 What an Episodic Pivot looks like seven weeks later. $Moderna, Inc.(MRNA)$ 👇 3 $Lumentum(LITE)$ belongs on your watchlist next week. 👀 Sold out through 2029. OCP Summit Monday. 4 $Meta Platforms, Inc.(META)$ Golden cross 🤝 Bull flag 5 You gotta know when to fold 'em. 🃏 $Eos Energy Enterprises Inc.(EOSE)$ Follow me to learn more about analysis !!
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10:49
QQQ& SPY: The Market Ripped to the Upside
Hello everyone! Today i want to share some technical analysis with you! 1 $TNX (Chart 1) RSI readings this high on the weekly candle chart have have tanked interest rates over the last 5 years. The market ripped to the upside in all three of these instances $SPDR S&P 500 ETF Trust(SPY)$ (Chart 2). 2 $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ Fun fact: The MACD JUST crossed to the upside this week on the weekly candle chart. When horizontal breakouts occurred w/ MACD crosses in the past 3 years, the AVERAGE move has been 12% in 10 weeks. Follow me to learn more about analysis!!
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10:43
The Market is Winding Up for a Bigger Run
What a week. 📈 $S&P 500(.SPX)$ back up to 7800, fully recovered from yesterdays sell off.. what a bounce.. 7800 hard level though so lets see if it can close above.. $Invesco QQQ(QQQ)$ backtested the previous ATH at 748 and held so far, needs above 752 to set up for 755 We're seeing a rotation back into the Mag7... $Amazon.com(AMZN)$ to 280 in play by November $Microsoft(MSFT)$ setting up for 550, $Meta Platforms, Inc.(META)$ building a new base above 700 the past week Finally, the Dips got bought
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05:26
Stock of the Day: Humana Jumps 11% — Is Healthcare Back on Investors’ Radar?
$Humana(HUM)$ caught investors’ attention on Friday, with its shares surging 11.6% following encouraging news about its Medicare Advantage ratings for 2027. The sharp move puts this healthcare insurer back on the radar. But is there more room to run, or has the market already priced in the good news? 🏥 What Is Humana? Humana is a US health insurance company with a major focus on Medicare Advantage, government-supported health insurance plans for eligible Americans aged 65 and older and certain younger people with qualifying conditions. Its business depends heavily on attracting and retaining members, managing healthcare costs and operating its insurance plans efficiently. 📈 Why Is the Stock Moving? Medicare Advantage star ratings are important
TOP11% pop is loud, but holding that move matters more. I care more about membership growth over the next few quarters, that is the real driver here
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10-09 20:56
$DBS(D05.SI)$ just DCA and ignore the noises.[Shy]
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10-09 21:53
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Support / Resistance 📈📉: Support: $374, $364, $357-358 Resistance: $382.5, $393, $403 Outlook 📝: Today, TSLA opened above $374. If TSLA manage to hold $374, we should be able to see more short term upside towards $382.5 If TSLA break and hold $382.5, we maybe able to see $393. If TSLA rejects at $382.5, then watch for $374 support. Else if TSLA rejects at $374, then watch for support back at $364. If TSLA rejects at $364, then watch for support at $357-358. Target 🎯: Entered these TSLL position when TSLA was trading around $379 level. Exited 1/3 of my TSLL positions earlier when TSLA rebounded back to $384. Will review
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10-09 21:55
$CRCL 20261009 80.0 PUT$ Decided to close instead of rolling out to free up some margin
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07:27
$Palantir Technologies Inc.(PLTR)$
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07:58
$iShares Bitcoin Trust(IBIT)$ 1️⃣ Why am I making this trade now? The next bull will happen soon. Catch the train and ride on 2️⃣ What s my plan from here? October will be bull market in crypto. Stay tuned and rocket moon
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10-09 16:57
【09.28–10.04】🏆 Weekly Review | Over 1,000% in a Week! How Did QQQ Calls and Puts Both Make the Profit List?
QQQ calls and puts appearing on the same profit list already catch the eye. What if they share the same strike and expiry too? Elite champion saintkf realised profits on both the QQQ 740 call and 740 put expiring on 1 October. His two largest winning contracts were also a call and a put, with less than US$100 separating their profits. Which contracts did he choose, and what opportunities might he have captured in this single ETF? Quick recap of last week's rankings: Prestige Top 3: 🥇@Lingg07 , 🥈@Jianzhang , 🥉@Kaya21 Elite Top 3: 🥇@saintkf , 🥈
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10-09 19:21
Aiyah Elon! 14 Kids Not Enough? Muthu Boy Says Find Girlfriend Like Tiffany Fong Instead
Elon Musk ‘DM’d Influencer Tiffany Fong To Request She Have His Baby, Then Cut Her X Payments When He Refused’ $Tesla Motors(TSLA)$ $Space Exploration Technologies Corp(SPCX)$ Elon Musk seems to have invented a new type of workplace harassment after DM’ing random women on X who he’s never met before and asking if he can impregnate them. Despite having 13 kids with four different women already, Elon Musk seems to be on a mission to spread his seed as far and wide as possible, reportedly asking crypto influencer Tiffany Fong to have a baby with him. Muthu Boy's Take: Wah, liao eh! Elon brother, you got so much money and space rockets, but your pickup lines standard drop lower than my port
TOPIt’s natural for the fittest to survive mode, so animals usually have lots of offspring so to spread their “fit” seeds to the future generations. In this sense, 14 is but a number, especially if you don’t have to care about those offspring. As a trillionaire, he’s powerful definitely. Doing what he wants has been his trademark, isn’t it? So, it shouldn’t be surprising. Remember, I did asked if you wanted to know Elon some time ago? [Tongue][Silence][Chuckle] Prata boy, don’t get too famous, or he will DM you next [Evil][Facepalm][LOL]