$Advanced Micro Devices(AMD)$you are missing the opportunity in front of your face. I bought most of my 20k shares around the $10-$15 range. But I also have added leaps on big pullbacks. And we are in one now. This is the loading zone for the inevitable trip back to $200+ and eventually like $300+. I assume you missed purchasing AMD since $10 so you will continue down that path. I think AMD will eventually bury Intel and NVIDIA.
$Advanced Micro Devices(AMD)$Shorts shorted $150, thinking it would fall,Confident in their wisdom, they gave it their all.Shorts shorted $160, certain of the trend,Believing in the downturn, they bet once again.Shorts shorted $170, convinced they were right,Ignoring the market's unpredictable might.But the stock held steady, rising with the sun,Leaving the shorts wondering, "What have we done?"The market's a mystery, a game of chance and skill,Where fortunes can be made, or lost against one's will.So heed this little tale, of shorts and their plight,For in the world of stocks, nothing's black and white.
$Amazon.com(AMZN)$ I think that AMZN has built the greatest money printing machine the world has or will ever see……just watch as they open the EPS spigot more and more in the coming years ………..remember this when they are at or near a 10T mkt cap……and still considered a buy
2nd Job Report Dropped. On the eve of 4th July, US Independence Day, the 2nd jobs report dropped. The United States (US) Automatic Data Processing (ADP) Research Institute released its monthly report on US private sector job creation for June 2024 on Wed, 03 Jul 2024. Known as the ADP Employment Change, the report is released 2 days before US official Nonfarm Payroll (NFP) report. Despite random divergences in the data outcome (on & off), market regard it as an advanced indicator to the Bureau of Labor Statistics (BLS) report. A strong job creation in the private sector will likely be seen as an upcoming upbeat NFP report and vice versa. ADP June 2024. Private payroll growth edged lower in June, indicating a potential slowdown in the US labour market. Companies added 150,000 jobs, (a)
$Sea Ltd(SE)$Sea is the leader of the pack in its home turf (which, relative to other economic loci around the world, is highly enviable turf), a behemoth of e-commerce, fintech, gaming, and logistics. I wouldn't be surprised if they one day boasted a thriving ad business, as well.They are net debt negative (with their currently-US$5.4B cash pile now growing again, having bottomed in 4Q23), and consensus has them posting an adj. EPS growth rate of 80% in FY25. Yes, I said an eighty percent growth rate in earnings.What earnings multiple are you paying for that 2025 EPS?28.5 ...No, I'm not joking. Sea is trading at 28.5x next year's adj. EPS, and it's expected to be posting a growth rate of eighty frickin' percent.The year a
Hello everyone! Today i want to share some macro analysis with you!1.Friday (July 5), the U.S. non-farm payrolls became the detonation of gold and silver and other non-U.S. assets fuse, gold in the non-farm payrolls after the violent shock of more than 40 U.S. dollars, from 2368 to 2350 near, and then soared to 2380 near. Why non-farm payrolls triggered such a big market? The study of non-farm payrolls "breakdowns" look over, a chart detailing non-farm payrolls and the breakdown of each industry.The June employment data clearly sent some mixed signals, but in general, they are leaning towards a slowdown in the economy. This will spark a debate about how strong (or weak) the labour market really is. Either way, the debate about the Fed will heat up in the coming weeks. Although trading was
Semiconductor Stocks seem to finish their correction
Developments in semiconductor technology during the past 50 years have made electronic devices smaller, faster, and more reliable. Think for a minute of all the encounters you have with electronic devices. How many have you seen or used in the last 24 hours? Each has important components that have been manufactured with electronic materials. NVIDIA Nvidia Corp. Chief Executive Officer Jensen Huang unloaded shares worth nearly $169 million in June, the most he netted in a single month, as insatiable demand for the chips used to power artificial intelligence drove the stock to fresh peaks. Nvidia daily chart As shown in the chart above, NVIDIA share price pulled back to EMA25 after a bearish engulfing candle appeared two weeks ago. This week, after revisited its support level at
Investment Reflection on Additional Investment in Apple Stock
Reflecting on my recent investment in Apple $Apple(AAPL)$ stock, I find myself both optimistic and reassured about the decision. Apple has long been misunderstood by many on Wall Street, often viewed through the narrow lens of being primarily a smartphone manufacturer. However, this perspective fails to capture the essence and broader scope of Apple's capabilities and strategic positioning. Core Strengths and Market Position Consumer Technology Leader: Apple is not just a smartphone maker; it is the producer of some of the best and most beloved consumer technology products in the world. Its ecosystem, which includes the iPhone, iPad, Mac, Apple Watch, and various accessories, is designed to provide a seam
My recent decision to increase my investment in Microsoft $Microsoft(MSFT)$ stock is driven by several compelling factors that highlight the company’s strong position in the technology sector and its future growth potential. Dominance Across Multiple Industries Microsoft has consistently demonstrated its ability to dominate any industry it ventures into. Its extensive product range, from software and hardware to gaming and enterprise solutions, showcases its versatility and market leadership. This breadth allows Microsoft to maintain a steady revenue stream from diverse sources, reducing its dependency on any single market segment. Azure's Growing Presence A significant driver of my confidence in Microsoft is i
Overview: As investors closely monitor potential disruptions from Tropical Storm Beryl, oil prices have seen slight movements. With significant ports in Texas closing in anticipation of the storm, concerns about energy supply interruptions are mounting. Brent crude and U.S. West Texas Intermediate (WTI) prices experienced minor fluctuations in early trading, reflecting the market's cautious approach to the unfolding situation. Tropical Storm Beryl's Impact on Texas Ports: The largest ports in Texas, including Corpus Christi, Houston, Galveston, Freeport, and Texas City, have been shut down in preparation for Tropical Storm Beryl. The storm is projected to strengthen into a Category 2 hurricane and make landfall between Galveston and Corpus Christi. These port closures could temporarily hal
Overview: Market Turbulence and Uncertainty Nvidia's $NVIDIA Corp(NVDA)$ stock has experienced significant volatility, sparking debates over the sustainability of its AI-driven rally. Despite concerns about valuation and competitive threats, a critical factor remains: how long will the demand for AI chips persist? The broader market is currently navigating through uncertainty, with Nvidia's future performance closely tied to evolving sentiments about AI's role in business expansion and efficiency improvements. Tech Giants' AI Investment Surge Nvidia's largest clients—Microsoft$Microsoft(MSFT)$ , Meta $Meta Platforms, Inc.(META)$
Hello everyone! Today i want to share some trading analysis with you!1.High Probability $Tesla Motors(TSLA)$ Breakout Trade that Paid Multiple 1000% Runners 🚀Explanation below 👇TSLA had been consolidating since late January 2024, trading in a range above $167 for the past 3 months. Once TSLA moved back above $182 this helped set up for $200 again. TSLA moved to $200 on June 28th and started to break out on July 1st.I took the TSLA 205C at $4.20, and these moved to $47.32 by Friday. TSLA $200 was a key breakout level for 2024. Once TSLA reclaimed $200, this set it up for a move to $216-$224 this week. TSLA ended up running to $252.TSLA gapped up after delivery numbers on July 2nd. It opened at $218 and moved to $233 intraday. I took the TSLA 225C a
APAC's Data Center Boom: $22B Invested | The Investing Iguana 🦖
🟩 Join Iggy the Investing Iguana as he dives deep into the explosive growth of data centers in the Asia Pacific region. 📈 Discover why APAC has become the ultimate destination for data center investments and what's fueling this billion-dollar boom. 💰 In this eye-opening video, you'll learn: -What data centers are and why they're crucial in our digital age 🖥️ -The staggering growth of data center investments in APAC 📊 -How cloud computing and AI are driving the demand for data centers ☁️🤖 -Why APAC is underserved and ripe for data center growth opportunities 🌱 -The key APAC markets to watch, from Singapore to India 🌏 -The challenges and opportunities for investors in the APAC data center market 💡 Whether you're an experienced investor or simply curious about the future of tech infrastructur
US Market Insights (July 8-12): FOMO Trades Drive Stocks to All-Time Highs
S&P 500 $SPDR S&P 500 ETF Trust(SPY)$ and Nasdaq 100 $Invesco QQQ(QQQ)$ gained 1.98% and 3.62% last week, respectively. Both indices reached new all-time highs (ATH). Among the Magnificent Seven stocks, all except Tesla and Nvidia hit ATHs. Other semiconductor stocks like Arm $ARM Holdings Ltd(ARM)$ , TSM, Oracle, and ASML also reached record levels. Major market movers for the week: Apple (+7.46%) Microsoft (+4.61%) Tesla (+27.11%) Meta (+7.08%) Amazon (+3.49%) Nvidia (+1.85%) Alphabet (+4.64%) Broadcom (+6.09%) Walgreens (-6.9%) UnitedHealth (-4.17%) Important Events for the Week: Tuesday: Federal Reserve Chair Powell will testify on monetary policy. Thurs
Last week, Fed’s June FOMC meeting minutes were released and revealed a more dovish economic analysis, based on recent data on inflation and labor markets. This was supported by the initial jobless claims for 29th June rising to 238k, slightly higher than the consensus of 235k, and seem to be settling at a higher range than earlier this year. Furthermore, continuing claims for week ending 22nd June rose to 1858k (vs 1832k prior), the highest since November 2021, indicative that unemployed workers find it hard to get new jobs. Besides that, composite services ISM fell to 48.8 in June, its lowest since the 2020 recession. This is the second time this year where it has fallen into contractionary territory, which is rare in its 28-year history, and a signal that the economy’s post-pandemic gro
Preview of the week starting 08 July 2024 - is Delta airline worth another look?
Public Holidays America, Hong Kong, Singapore and China do not have public holidays in the coming week. Economic Calendar (08Jul24) Notable Highlights Fed Chair Powell will be testifying this week. If there are any indications about interest rate cuts, this would surely lead to some market volatility. The most watched news will be surrounding the CPI. Consumer Price Index (CPI) is one of the indices used to reference inflation though the Fed prefers PCE over CPI. The market is expecting a YoY CPI of 3.1%. If this is contrary to expectations, the market could become volatile. A higher CPI figure is bearish and would delay interest rate cuts. In fact, some of the Fed committee members have mentioned rate hikes if inflation worsens. 30 year bond auction is a good reference for the market too.
A Bullish Outlook: How the Market Could Soar with Donald Trump at the Helm
With the upcoming presidential election, many investors are looking at the potential impact of the candidates on the stock market. Donald Trump, with his extensive background in business and a proven track record during his previous term, presents an intriguing scenario. This article explores how the market might be driven higher with Trump in the driver's seat, drawing from historical performance, his business acumen, and anticipated economic strategies. Donald Trump's Background and Historical Market Performance Donald Trump, a prominent real estate mogul and television personality, served as the 45th President of the United States from 2017 to 2021. His administration was marked by significant tax reforms, deregulation efforts, and a strong focus on economic growth. The stock market res
Caution Ahead: Why Investors Should Be Wary of Straits Times Index at Two-Year High
The Straits Times Index (STI) has recently hit a two-year high, drawing significant attention from investors. While this surge might seem promising, a closer look at the STI's historical performance and current composition suggests that investors should exercise caution. This article delves into the STI's performance over the past decade, the dominance of local banks in the index, and the potential risks associated with investing at this juncture.$Straits Times Index(STI.SI)$ $STI ETF(ES3.SI)$ The Straits Times Index: A Decade in Review The Straits Times Index, Singapore’s primary stock market benchmark, comprises 30 of the lar
Weekly Inflows: UOL, Raffles Medical & LMS directors acquire stock
The five trading sessions saw around 100 director interests and substantial shareholdings filed for close to 50 primary-listed stocks. Directors or chief executives filed 19 acquisitions, and no disposals, while substantial shareholders filed 11 acquisitions and nine disposals.UOL chairman Wee Ee Lim builds on his stake1. $UOL(U14.SI)$ Between Jun 27 and 28, Wee Investments acquired 426,700 shares of UOL Group at an average price of S$5.20 per share. With a consideration of S$2.2 million, this increased the deemed interests of UOL Group chairman Wee Ee Lim and director Wee Ee-chao.This has brought the total interest of Wee Ee Lim from 15.74% to 15.79%.The preceding acquisition of UOL Group shares by Wee Investments via a market transaction was b