Largest Uranium Producer Cuts Forecast, US Uranium Stocks Soar
Kazakhstan's state-owned Kazatomprom, the world's largest uranium producer, has slashed its 2025 production guidance by 17%, falling short of market expectations. This news has spurred a surge in uranium stock prices as North American investors rush in.Analysts note that this guidance is higher than 2024 levels but significantly below the extraction limits permitted under Kazakhstan’s underground use agreement. Kazatomprom accounted for about 22% of global natural uranium production in 2022.The International Energy Agency (IEA) forecasts that nuclear power generation will hit a historic high by 2025. Nuclear power generation is expected to continue growing at about 3% annually through the end of 2026, which will boost uranium demand. Bank of America reports that the uranium market's supply
Li Auto(LI) Earnings Ahead! How to Position with Options?
$Li Auto(LI)$ will release its Q2 earnings report before the market opens on August 28. The company’s last quarter was disappointing, with both revenue and net profit falling short of expectations, and it announced an 18% workforce reduction. Initially, the 2024 delivery forecast was set at 800,000 vehicles, but by early June, it was revised down to 480,000 vehicles.After a weak and disappointing Q1 in 2024, there has been some positive news recently: Li Auto’s sales data rebounded strongly. In June and July, Li Auto delivered 47,774 and 51,000 vehicles, respectively, compared to 20,251 in February.For Q2, Li Auto delivered 108,581 vehicles, aligning with the management's forecast of 105,000 to 110,000 vehicles shared during the Q1 earnings call. Th
$PDD Buy Rating Maintained by Goldman, Target Price $184
$PDD Holdings Inc(PDD)$ 's stock price plummeted after its earnings report on Monday.Based on past experience, it seems that if a good company experiences a sharp correction, it is worth trying to buy the bottom.PDD has been considered a stronger company than many Chinese concept stocks this year. Was $PDD Holdings Inc(PDD)$ overvalued before and this is a healthy correction?In its latest report, Goldman Sachs gave $PDD Holdings Inc(PDD)$ a buy rating, with a 12-month basic target price of $184:Pinduoduo's stock price has performed poorly this year, and its current price-to-earnings ratio is less than 10 times, which has reflected investors' concerns about intensifi
The World Underestimates the Significance of Telegram's Founder Being Arrested
48 hours ago, Telegram's founder, Pavel Durov, was arrested near Paris. Durov, a Russian-born entrepreneur, created Telegram, which has nearly 1 billion users. The Russian government is demanding his extradition, citing Telegram's use by terrorists and for child pornography.However, Durov's story is more complex. He first founded VK, Russia’s largest social network, but lost it after refusing to cooperate with the Russian government. This led him to create Telegram, designed to resist authoritarian control and support global communication.Despite Telegram's role in many democratic movements, including the 2020 Belarus protests, Durov is now facing 12 charges in France, including possession of child pornography. Critics overlook that Durov has long opposed authoritarian regimes, making him
$2X BITCOIN STRATEGY ETF(BITX)$$TeraWulf Inc.(WULF)$$MicroStrategy(MSTR)$$CleanSpark, Inc.(CLSK)$$Riot Platforms(RIOT)$ 🤣🎢 Bitcoin: The Thrill Ride No One Warned You About!🎢🤣 Kia ora Tiger traders! So, you thought HODLing Bitcoin was like a Sunday stroll on your bicycle, huh? 🚴♂️ Smooth sailing, wind in your hair, and a nice steady pedal to the finish line? WRONG! That’s just the fantasy! The reality? Oh, buckle up, because you're not just pedaling~you’re plunging into the crypto abyss! 🌲🎢 First, you’re rolling along, thinking, "This is easy!"~and then, BOOM, you’re
A sideways oscillating state is often just for the next start. Now there are two assets that the whole world will pay attention to are in this kind of continuous shock and sideways trading. Will they get out of the real market in a short time?The first variety with a relatively short cycle is Bitcoin, which has been very red and extremely red in the last year. However, with the doubling of the market and record highs, the currency price has shown a flag-shaped consolidation pattern since March this year, which has been almost half a year. We have compared the performance of the U.S. stock index and gold before, and we expect that the market will reach a new high after the consolidation of an A-B-C model move. Unfortunately, things backfired, and the performance of the market was tangled, w
$ Super Micro Computer (SMCI)$ fell more than 8% on Aug. 26 as the market worried about two factors.The main reasons are as follows.1. Stock split still to take placeSMCI previously announced that it would be doing a 1:10 stock split, and while the stock was trading at over $1,000 at the time, it is now trading at just over $500.Many investors are concerned that a stock split at the current price would not necessarily benefit the company.As market sentiment moves further downward, it may be possible to achieve a "lower price" without a split.2. NVDA's Blackwell delay.The decline in SMCI's share price may be related to the big drop in NVIDIA's share price over the same period.NVIDIA'<
Wall Street slips ahead of Nvidia earnings report; Hong Kong's Hang Seng Index boosted by supportive remarks from Chinese regulators 🇺🇸 S&P 500 Index: -0.31% 📉 🇺🇸 Nasdaq Composite Index: -0.85% 📉 🇪🇺 Stoxx 600 Index: -0.02% 📉 🇯🇵 Nikkei 225 Index: -0.66% 📉 🇭🇰 Hang Seng Index: 1.07% 📈 🇨🇳 CSI 300 Index: -0.06% 📉 U.S. stock markets declined, with the S&P 500 and Nasdaq Composite falling by -0.3% and -0.9%, respectively, despite stronger-than-expected durable goods orders. The technology sector led the decline as investors eagerly awaited Nvidia's earnings report. U.S. durable goods factory orders in July 2024 grew strongly by 9.9% month-over-month, reversing the previous month's decline and surpassing the market expectation of 4.0%. In August 2024, Germany's Ifo Business Climate Index f
$Tiger Brokers(TIGR)$ If you are trading to break even you mite as well give up and put your money in a bank account. Yes as investors we all make mistakes in hindsight, so sometimes cutting your losses is a necessary but deeply uncomfortable thing to do. But realising losses is hopefully a learning experience... what did you do wrong and how will you avoid a repeat. With stock investing knowledge is power, and that power leads to profit. be an information sponge, soak up everything but be highly critical, just because someone has done a fancy DFC on a stock and it looks impressive, it's probably not. As an emotional investor of course I look at the past of a stock and in some cases like $Realty Income(O)$ P
$Tiger Brokers(TIGR)$ I've been thinking about this whole "breaking even" mentality that seems to creep up on many of us. It's like we're playing a game of limbo, trying to get our stocks just high enough to avoid the dreaded red numbers. But let's be honest: who just wants to break even? Isn't the whole point of investing to make a killing? Investors start with dreams of yachts and private islands. But then reality kicks in, and they’re like, “Maybe just a paddleboat and a sandbar?” Suddenly, breaking even becomes the Everest of financial goals. 🏔️ Suggestions for Sanity: Breathe — It’s just money. Unless you’re Scrooge McDuck, in which case, swim away! Diversify — Like a buffet—try a bit of everything. Stocks, bonds, unicorn tears. Lea
I believe the prospect of interest rate cuts in the near term will indeed provide a boost to capital markets. Lower rates typically reduce the cost of borrowing and can stimulate spending and investment, which in turn may lift stock prices. However, while a short-term rally seems likely, it's important to keep the broader context in mind. Even if the Federal Reserve cuts rates once or twice, the base interest rates in the United States will still remain relatively high compared to historical standards. This elevated rate environment is expected to persist for some time. During this extended period of high rates, the risks associated with a potential hard landing—driven by cooling labor markets and the drag of sustained high borrowing costs—will likely become more pronounced. These factors
As AI continues to transform industries and the Fed signals rate cuts, the stock market is looking promising. The combination of AI growth and lower interest rates could create a strong environment for some stocks. Nvidia is a leader in AI technology, providing the chips that power everything. They are positioned for more growth! Fed rate cut could feed this stock for another spike. Next, Microsoft with a strong track record of proven technology products + AI services. They could benefit from lower rates too. In summary, Nvidia and Microsoft are two stocks that could thrive with the combination of AI expansion and Fed rate cuts. With more money expected to flow into the market due to rate cuts. These 2 usual suspects are the key stocks to watch
Interest rate cuts are great, happening here in New Zealand too. But there are a lot of companies still going to the wall, lots of redundancies As a result, the price of living sux, and it's getting harder and harder to get a job due to oversupply creating pressure on wage rates. So on the whole I think things will continue to be tuff into early 2025. Personally, I'm investing in long term businesses that have long term customers like Government contracts. Saidly I have sold stock like $McDonald's(MCD)$$Lowe's(LOW)$$Pepsi(PEP)$ and the like. I see more belt tightening on the horizon and an interest rate drop alone won't fix it.
Used electric vehicle prices in the United States dropped more than 20% in the last year, opening the door for buyers once deterred by high costs. The drop results from a few factors, beginning with a notable uptick in EV manufacturing that has affected supply. But as the demand for new EVs fell short of expectations, manufacturers slashed prices to compete for market space, while a host of tax credits and incentives from the Biden administration's Inflation Reduction Act pushed new EV prices down even further. Let's look at the trend of market EV leaders. TESLA The European Commission has significantly reduced the import duty on Tesla vehicles manufactured in China, potentially paving the way for a surge in sales across the region. Chinese EV exports to the EU experienced a sh
Worldwide spending on artificial intelligence, including AI-enabled applications, infrastructure, and related IT and business services, will more than double by 2028 when it is expected to reach 632 billion USD. The rapid incorporation of AI, and generative AI in particular, into a wide range of products will result in a compound annual growth rate of 29.0% over the 2024-2028 forecast period. Let's look into a few AI stocks today. PLTR With its shares up 80+% year to date, Palantir has been having a good run, especially after better-than-expected second-quarter earnings show accelerating growth following the rollout of new generative artificial intelligence tools. PLTR daily chart Few weeks ago, after plunged towards its EMA 200 support, PLTR chart showed a strong buying force, with
$DBS Group Holdings(D05.SI)$ My SG anchor is DBS, hands down. Solid choice in a resilient sector that is the bedrock of the SG economy. Strong ROE, low NPL, delicious dividends FOUR times a year - i love you DBS. Dip buying on DBS has been very profitable over the past few years. The stock price will overreact to macro events but just as quickly recover. We must take advantage of Mr Market's tantrums to buy solid companies for cheap!
$Bitwise Bitcoin ETF(BITB)$$MicroStrategy(MSTR)$$Coinbase Global, Inc.(COIN)$$Riot Platforms(RIOT)$$Hut 8 Mining Corp(HUT)$ 🗣️🇺🇸✨⭐️🌟🚀🗳️📰🚨🪙 RFK Jr. & Trump: Bitcoin’s Dynamic Duo! 🗳️🚀🌟⭐️✨🇺🇸💥 Kia ora Tiger traders! Just when you thought the political landscape couldn’t get any wilder......RFK Jr. and Trump have teamed up ~ and Bitcoin’s at the center of their strategy! RFK Jr. believes Bitcoin is essential for preserving the U.S. dollar’s global dominance, and he’s not alone. Analysts are buzzing, with some saying this could be a game-changer for Bitcoin, driving
$Tesla Motors(TSLA)$ I'm still waiting for market open but it starts rising! Expected will go up more when the market open later! $Apple(AAPL)$ will behave in same direction! Hence, just wait a chance to buy it more and more! Gogogo!
Singapore Visa-free, China 144H Transit, Make This Stock A Strong Buy
$Trip.com Group Limited(TCOM)$ jumped 10% after announcing its Q2 2024 results, partly reflecting the recovery in the travel market, especially in the cross-border travel business. $TRIP.COM-S(09961)$ Financial PerformanceOverall Operating Revenue: Total operating revenue for the first half of 2024 amounted to RMB24.709 billion, a year-over-year increase of 20.7%.Of this, total revenue for the second quarter was RMB12.79 billion (approximately US$1.76 billion), up 14% year-over-year, exceeding analysts' expectations of RMB12.75 billion.Earnings per share (EPS): Adjusted EPS per ADS for the first half of the year was RMB13.24, up 61.5% year-over-year.EPS for the second quarter was 7.25, an increase of app