To The Moon

Semiconductor stocks performance is the key barometer for the broader market and economy.  Chips are used in appliances, data centres, gaming, EVs and even artificial intelligence.Have the semiconductor stocks bottomed yet?  In my humble opinion NO.With inflation at all time high, rising interest rates, the war in Ukraine, increasing oil prices, the global economy is slowing down.  Hence there is lesser demand for chips.However there are still demand for chips especially in the EV industry.  Elon Musk said that his gigafactories in Austin and Berlin are "burning furnaces" due to supply constraints of raw materials especially chips.Data centres are still humming along as their demand for chips continue to grow. I like $VanEck Vectors Semiconductor ETF(SMH)$  as it is diversified and minimises my risk on single stocks. Its share price has fallen 8.94% in the last 3 months.  Its Top 10 holdings include Taiwan Semiconductor Manufacturing Company, Nvidia, Texas Instruments, Analog Devices, Broadcom, Intel, ASML, AMD, Qualcomm and Lam Research Corp.In the short term, there is much volatility in the semiconductor stocks, but in the long term, companies like TSML, Nvidia and AMD will continue to grow exponentially.  This is a great opportunity to buy $VanEck Vectors Semiconductor ETF(SMH)$  to hold long term.@TigerEvents  @TigerStars  @MillionaireTiger  @CaptainTiger  @Mainstreet_Trades

Truist cuts Netflix estimates, stays on sidelines into earningsA look ahead at Netflix's (NASDAQ:NFLX)$Netflix(NFLX)$  highly anticipated earnings report has led to newly lowered estimates at Truist Securities, which is staying Neutral on the stock as it evaluates the advertising opportunity ahead.Mobile app download growth - a proxy for gross subscriber additions - decelerated a bit in the second quarter, thanks to slowdowns in the U.S./Canada and Asia Pacific, analyst Matthew Thornton says. And he's in line with his expectations on subscribers (after the company guided to a 2M drop in subs), implying a modest improvement in churn.He's now expecting revenues to come in slightly worse than the rest of the Street, at $7.97B, with EBIT of $1.73B. That's due to expectations that foreign exchange will become a 2-point-plus headwind by the end of the quarter compared to when Netflix issued guidance.Looking ahead to the third quarter, assuming a 2M-subscriber drop in Q2, he notes "recent seasonality" implies gains of 0.8M to 2.1M; he expects 1.5M net adds, benefiting from a stronger content slate. He sees Q3 revenues at $7.9B, vs. consensus for $8.12B.Turning to the advertising story: The planned ad-subsidized service tier could add $1B in incremental revenue by 2025 - if it launches in 2023, and an incremental $0.9B in revenue across international (assuming a 2024 launch there), he says.The company is benefiting from improved risk/reward, he points out (an unsurprising development after Netflix (NFLX) lost half its market value this year), and as low-cost entertainment is likely to be more durable in a recession vs. areas reliant on brand advertising, or larger-ticket consumer purchases. But competition is still rising, macro factors will have an impact on churn, and there's "low visibility" from here.He's trimmed his price target to $210 from the previous $300; the stock is up 2.1% today and so the target currently implies 18% upside.

$SINGAPORE EXCHANGE LIMITED(S68.SI)$  BullishI am bullish on SGX as it has the only stock exchange in Singapore.  It therefore has a natural monopoly and a great stock to own as it pays a steady dividend year after year.With its inclusion of allowing Special Purpose Acquisition Companies (SPAC) to list, SGX will gain more prominence.  The latest listing of $NIO Inc.(NIO.SI)$  was also a success and will be a forerunner of more such listings from Chinese companies.Going forward, $SINGAPORE EXCHANGE LIMITED(S68.SI)$  will continue on a steady growth trajectory with new IPOs and be a prominent bourse in Asia.@Daily_Discussion  @SGX_Stars  @TigerStars  @CaptainTiger  @MillionaireTiger  

$Apple(AAPL)$ 's former director of Corporate Law responsible for enforcing the company's insider trading policy, pleaded guilty to illegally trading for years on confidential revenue and earnings filings.As reported on Bloomberg, Levoff, who joined Apple in 2008, admitted he regularly traded on inside information between 2001 and 2016.***Talk about allowing a fox loose in the chickencoop***

$NIO Inc.(NIO)$ Fast rises in NIO's orders and deliveries are forecasted, driven by NIO's new models, its optional upgrade launches, opening of its NeoPark, new Chinese purchase subsidies for EV customers, leading EV industry features and quality, + EV industry's best power options and network growth. Expect investment funds piling into Nio (even more than already), including in Hong Kong and Singapore. As always DYODD.Less

$Boeing(BA)$ Any hope for Boeing esp as China recently made big buys from Airbus- resulting in Boeing plummeting more [Thinking] 

$Apple(AAPL)$ $Upstart Holdings, Inc.(UPST)$ The chances of a recession are creeping higher as interest rates rise, but falling into one is not guaranteed.A recession is defined as two consecutive quarters of slowing economic growth, measured by gross domestic product (GDP) data. Over the last two years, interest rates have been at record lows while the U.S. government injected trillions of stimulus dollars into the economy to fight the pandemic, which led to strong growth. Now, the Federal Reserve is raising interest rates back to normal levels, which could slow down the economy, and if it goes too far, it might even lead to a recession. Wall Street investment banks think the likelihood of that outcome within the next 12 months is around 30% to 40%.But that might be too pessimisticThe stock market is paying close attention to that risk. The technology sector in particular, which is represented by the Nasdaq-100 index, has fallen 28% in 2022 so far, placing it firmly in a bear market. But are investors being too negative?According to the most recent data, there are approximately 11.4 million job openings across the U.S. right now, but only 6 million people who are unemployed. It implies that businesses are feeling optimistic enough to hire more staff, and since there isn't enough available labor to fill all those jobs, employees might see their income continue to rise.On that note, households are in great financial shape; their net worth (assets minus liabilities) is near all-time highs, and they have the highest cash balances on record. These conditions typically don't signal a looming recession, so what should investors do if one never comes?Here are two great stocks investors will want to own if the U.S. economy remains strong and avoids the dreaded R-word.1. AppleApple (AAPL 1.62%) is a quintessential consumer brand. If the economy remains strong and consumers feel confident about their financial future, it can be expected that Apple will sell more of its big-ticket devices like the iPhone and accessories, or its Mac line of computers.It has been a common theme in recent years, partly because devices like the iPhone are used by over 1.2 billion consumers, so it gradually becomes more difficult to generate user growth. But it's not necessarily a bad thing because the services segment is far more profitable, with a gross margin that hovers above 70% compared to around 35% for products. By the end of the full fiscal year 2022, analysts expect Apple will have generated $393 billion in total revenue and $6.14 in earnings per share, which is equivalent to approximately $100 billion in net income. Given that Apple stock is currently down 24% from its all-time high, now might be an opportune time to take a position in the largest company in the world. 2. Upstart HoldingsUpstart Holdings (UPST 3.79%) listed on the public markets in December 2020 at $20 per share. It has since rocketed to an all-time high of $401, before falling back down to about $32, where it trades today. The company uses artificial intelligence to originate loans for 57 banks and credit unions (a number that's growing quickly), in a bid to compete with Fair Isaac's decades-old FICO credit scoring system.Investors have sold Upstart stock heavily in recent months because rising interest rates typically result in consumers borrowing less money, less frequently. Since the company earns fees each time it originates a loan, that could deliver a hit to its revenue, and it has already revised its 2022 guidance down to $1.25 billion from $1.4 billion.But if the economy does remain strong, Upstart is very well positioned to benefit. The company's Upstart Auto Retail sales and finance platform is now active in 525 car dealerships across America, a number that has grown 224% in the last 12 months alone. That places Upstart on the front lines when it comes to one of the largest purchases consumers typically make.And the company's primary focus is unsecured lending for a range of purposes including home renovations and vacations, which are more segments of higher discretionary spending when consumers are feeling confident.In the long run, Upstart's annual opportunity could exceed $6 trillion. So, picking up the stock while it's down over 90% from its all-time high might be a good purchase when looking back a few years from now.