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2025-06-16
After months of doubt, the bull has returned. Markets are rebounding strongly — tech is leading, risk appetite is rising, and retail traders are back in action. The S&P 500 is hovering near all-time highs again, and Nasdaq is charging forward like 2020 never ended. But here's the big question: how much longer can this bull run last? 🔥 What's Fueling the Rally Several tailwinds are pushing markets higher: Falling inflation: CPI data is coming in cooler than expected. That’s keeping hopes alive for rate cuts by the Fed later this year. Resilient earnings: Corporate profits, especially from big tech and AI-linked names, have stayed strong. AI momentum: Companies like Nvidia, Microsoft, and Apple are injecting tech stocks with another leg of growth through artificial intelligence. Retail a
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2025-06-17
HK vs. U.S. IPOs: Where’s the Smart Money in 2025?
The Hong Kong Stock Exchange (HKEX) has emerged as a global powerhouse in 2025, raising an impressive $12.8 billion in the first half of the year, outpacing Nasdaq ($7.6 billion) and the New York Stock Exchange ($7.0 billion). With 70–80% of recent Hong Kong IPOs delivering profits, a wave of enthusiasm has swept through investors in China, Hong Kong, and even Singapore, where AI-driven platforms now enable IPO participation. Companies like Sanhua Holdings, currently open for subscription, are generating buzz for their potential to rally post-listing. But is the frenzy for Hong Kong IPOs a smart play, or are investors succumbing to FOMO (Fear of Missing Out)? Let’s dive into the dynamics, risks, and opportunities of Hong Kong IPOs compared to their U.S. counterparts. Why Hong Kong IPOs Are
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2025-06-17
💰Drone Stocks Surge: AIRO Up 140% on Debut; ONDS, UMAC Rising Since June
The rapid development of the drone industry is attracting increasing investor attention. Recently, $AIRO Group Holdings(AIRO)$ soared 140% on its debut day, highlighting the industry's potential and market expectations.AIRO Group focuses on drone technology R&D and applications across agriculture, logistics, and more. Its debut-day surge reflects strong market recognition, with growth expected as technology advances and applications expand.Other Top Drone Stocks:$Ondas Holdings Inc.(ONDS)$ : Provides drone communication solutions for military and commercial use. Its 20-day price jump of 112.44% signals robust growth potential as drone communication needs rise.$Un
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2025-06-17
Outbreak of the Israel-Iran Conflict: Crude Oil Price Surge May Exceed Expectations
During last week's livestream, I highlighted the significant opportunities present in the crude oil market. The very next morning, news broke that Israel had launched a fierce attack on Iran. This led to the largest single-day price swing in crude oil since the Russia-Ukraine conflict, with intraday prices soaring by more than 12% and triggering substantial volatility in the oil market.Those who have followed my livestreams and articles know that I have previously predicted a major price low for crude oil this year. From that low, I forecasted a potential doubling in oil prices. Up until now, the exact catalyst for such a rally had not been clear, but the eruption of the Israel-Iran conflict has now given new momentum to oil price increases. For more details, you can revisit last week’s li
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2025-06-17
TSLA - Sell Before Robotaxi launch or Hold ?
Failure To Launch. On 28 May 2025, Bloomberg reported that $Tesla Motors(TSLA)$ will be launching its robotaxi on 12 June 2025, citing a person familiar with the matter. (see below) On 11 Jun 2025, with one day to go before the big reveal, Mr CEO finally confirmed the “revised” launch to be 22 Jun 2025. (see below) Is it any wonder that Tesla has once again push back its launch date ? After all, it is not the first Tesla delayed its product launch, neither will it be its last. It just does not have a good track record when it comes to schedule and punctuality. Robotaxi - Autonomous Driving? I think $Morgan Stanley(MS)$ analyst knows for real, the $400 takeoff share price and long term $800 price target are
TOPKristina_: Yeah, the delays are frustrating—but that’s classic Tesla. They’re not great with timelines, but when they do deliver, it’s usually game-changing. Still bullish long-term if they nail the Robotaxi tech, but watching short-term hype with a grain of salt. 👀🚗
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2025-06-17
Stablecoin Showdown: Will the GENIUS Act Crown Circle the IPO King?
Buckle up, folks—the financial world is about to get a seismic shakeup! The U.S. Senate is on the verge of voting on the GENIUS Act, a groundbreaking bill that could redefine the stablecoin landscape. Circle, the issuer of the USDC stablecoin and a fresh face in the IPO game, has already seen its stock soar by roughly 20%. Meanwhile, Visa’s stock took a 5% tumble last Friday, hinting that stablecoins might be rattling the cages of traditional payment giants. Add in Circle’s cozy partnership with Coinbase, and we’ve got a high-stakes drama unfolding. So, what’s the deal? Can Circle claim the throne as the top IPO stock? Let’s break it down. The GENIUS Act: Stablecoins Get a Rulebook The GENIUS Act—Guiding and Establishing National Innovation for U.S. Stablecoins—is no small potatoes. It’s p
TOPCircle’s IPO isn’t just hype—it’s signaling something bigger. 💪If the GENIUS Act passes, it could legitimize stablecoins the same way regulation unlocked growth for EVs and AI. Circle + Coinbase is a strong combo, and with Visa already feeling the pressure, we might be witnessing the start of a major fintech shift. 🔥I’m not buying just yet, but definitely watching this space closely. 👀📊
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2025-06-17
🚀 Jun 9 —— Jun 13 Leaderboard: Top Traders & Market Highlights!
During the week of June 9–13, both U.S. and Hong Kong markets experienced mixed trading activity amid global geopolitical tensions and cautious optimism around trade developments. In the U.S., equities ended the week lower— $S&P 500(.SPX)$ down 0.4%, $NASDAQ(.IXIC)$ down 0.6%, and $Dow Jones(.DJI)$ off 1.3%—pressured by Middle East uncertainty and rising energy costs after the Israel–Iran conflict sparked a spike in oil and diesel prices.Meanwhile, volatility remained elevated due to ongoing concerns over “tariff stacking” and unresolved export controls on rare-earth minerals, despite tentative progress in
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2025-06-17
Tesla’s Robotaxi Launch: A Game-Changer or a Risky Bet?
$Tesla Motors(TSLA)$ Tesla is poised to launch its highly anticipated Robotaxi service in Austin, Texas, on June 22, 2025, a move that could redefine its future or expose its vulnerabilities. This pilot program, starting with 10-20 self-driving Model Y vehicles, is a critical step toward commercializing Tesla’s autonomous driving technology. With the stock up over 2% on the news, investors are buzzing: Can Tesla stage a perfect debut and fuel a breakout, or will it face setbacks that shake confidence? And what does this mean for Tesla’s risk-reward ratio? Let’s unpack the catalysts, risks, and opportunities to chart the path ahead. 🚀 The Robotaxi Pilot: A Bold Step Forward Tesla’s Robotaxi service is a cornerstone of CEO Elon Musk’s vision to tran
TOPThis could be Tesla’s iPhone moment if they pull it off. Robotaxi isn’t just a flex—it’s the future of mobility. Watching closely, but man… this feels like history in the making. 🚗🤖
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2025-06-17
💰 Don’t Miss These Stocks Today (June 17): Market Shakers and Profit Plays Await! 🎁
The market’s buzzing with action today, June 17, as global headlines and corporate moves set the stage for big opportunities. Whether you’re chasing short-term gains or building a long-term portfolio, there’s something here for every trader. Let’s unpack the news driving the action, spotlight the stocks you need on your radar, and map out trading strategies to make the most of it. What’s Moving the Market Today? Oil Prices Surge on Geopolitical Heat The Iran-Israel conflict is turning up the heat, with Israel’s airstrikes pushing crude oil prices up 5% to $74 a barrel. Energy stocks are primed to ride this wave, while sectors like transportation and manufacturing could feel the pinch from rising costs. Trade Talks Teetering U.S.-China trade negotiations are in the spotlight after a “produc
TOPPositive day yesterday. I predict share price for Nvidia today will be between $140-$155. I am usually pretty accurate in my predictions. Have a good day fellow Longs!
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2025-06-17
AMD’s Chip Surge Ignites: Can It Rocket to $140 or Beyond?
The semiconductor sector is on fire, and Advanced Micro Devices (AMD) is leading the charge with a nearly 9% surge on June 16, 2025, pushing its stock to $127. Piper Sandler’s bullish note, raising its price target to $140 from $125, cites a “snapback” in AMD’s GPU business for Q4, driven by recovering demand and AI advancements. Unlike past rallies fueled by market hype, this one feels grounded in specific catalysts—new chip launches and easing export challenges. But can AMD hit $140, and does it outshine rivals like Nvidia, Intel, or Micron in upside potential? Let’s dive into the rally’s roots, the risks, and the trading plays to seize this moment. AMD’s Rally: What’s Driving It? Piper Sandler’s Harsh Kumar reiterated a “Buy” rating, pointing to early demand pull-ins in AMD’s client seg
TOPThis AMD rally feels way more real than the hype cycles we’ve seen before. MI350 drop was 🔥 and if MI400 can challenge Nvidia, we might actually see a real shakeup. I’m here for it — let’s go, Team Red! 😎📈
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2025-06-17
Duan Yongping buys apples at the bottom! How to sell put options to buy bottoms?
Duan Yongping once again exposed his operation. According to the investment screenshots he shared, he sold Apple's put options (puts), with a total amount of over 1.44 million US dollars. It is worth noting that in the first quarter of this year, the portfolio managed by Duan Yongping sold apples in large quantities.1. Transaction analysis原 资 产 (Underlying): AAPL (Apple Inc. Stock)Option Type: Put (Put option)Expiry date: 16 January 2026Exercise price: USD 195.00Operation TypeSell to Open ( Sell to open a position)Quantity: 999 shares (each sheet represents 100 Apple shares, equal to 99,900 shares)Premium price：$14.45Total revenue (Principal)：$1,443,559.00Handling fee (Commission)：$199.80Actual net income (Total)：$1,443,359.202. What is the essence of this investment?Duan Yongping passedSe
TOPGood to know when he sold the put options so as to have a gauge on the time horizon. also good to know what was the price of apple at the time when the put options are sold.
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2025-06-17
My Top 5 AI Stocks to Buy Before the Second Half
Key PointsAI stocks drove market gains over the past two years, but earlier this year they led declines.Investors, worried about the potential impact of import tariffs on the economy, avoided growth stocks.Since, pressure has eased, opening up the door to more possible gains for AI players.The first half of the year was a turbulent one for stocks in general amid concern President Trump's planned import tariffs would hurt the economy. And this problem weighed most heavily on stocks that depend on growth and investment -- such as those in the field of artificial intelligence (AI).These particular players led indexes higher over the past two years on optimism about spending and the technology's potential, but they lost momentum in March and April. Since, though, the U.S. has made progress on
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2025-06-17
Here are My Top 10 Ideas for Companies with the Strongest Moats
Gold is at all-time highs, oil is rallying due to the military conflicts, and many companies are getting disrupted by AI.It's more important than ever to own heavy moat companies.Here are my top 10 ideas for companies with the strongest moats:1. $Amazon.com(AMZN)$ Competitive Moat: Amazon is an ecosystem of integrated tech businesses.Its marketplace receives more than 300 million monthly visits. This creates a flywheel:- High traffic attracts more sellers to the platform.- More sellers mean competition and lower prices.- Lower prices attract even more traffic.It has spent decades and tens of billions of dollars to create the e-commerce infrastructure to support this.An average Amazon distribution center costs $250 million to build, and Amazon has
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2025-06-17
2025 Stock Market Surge: The Trends and Stocks Set to Soar
The stock market in 2025 is a whirlwind of opportunity, with transformative trends poised to drive significant gains. From the resolution of U.S.-China trade tensions to breakthroughs in artificial intelligence (AI), quantum computing, and stablecoin regulation, investors are eyeing a potential rally. Geopolitical shocks, like the Israel-Iran conflict, are adding volatility, while chip stocks and energy giants ride new waves of momentum. This report explores the most exciting future stock market moves, highlighting key stocks to watch, trading strategies, and the risks to navigate. Geopolitical Shifts: U.S.-China Trade Talks The ongoing U.S.-China trade negotiations in London, described as “very, very smooth” by Commerce Secretary Howard Lutnick, are a major catalyst (Investopedia). A pote
TOPInvestors want companies with unstoppable growth, regardless of market conditions. NVDA led the charge in recent years, and now PLTR is set to follow. With its AIP software in high demand, the strategy is simple: Buy, Hold, and Add when possible. The future looks promising!
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2025-06-17
A Deeply Discounted Stock Dividing Congress and Wall Street: Opportunity or Red Flag?
$UnitedHealth(UNH)$ One of the most intriguing stories emerging from recent congressional stock trades involves a company that has been heavily sold off by some members of Congress, yet remains a favored buy among institutional investors and Wall Street analysts. This stock, which has seen a significant price decline over the past year, presents a complex picture of risk and opportunity that’s worth a closer look. Performance Overview: A Sharp Decline Amid Long-Term Strength Over the last twelve months, this stock has fallen by a substantial 37%, reflecting significant investor caution or profit-taking. The downtrend has continued into 2025, with the year-to-date drop reaching approximately 38%, further intensifying the pressure on the stock price.
TOPThis makes me think about META and Netflix a few years ago... This is a rocket ship, once it launches, enjoy the ride
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2025-06-17
Buying This Fast-Growing Company With 3X Potential!
It grew revenues 30% annually from 2020 to 2024, expanded margins and has a stellar return on investment. What's better? It's profitable and trading at just 15 times earnings. $Duolingo, Inc.(DUOL)$ If Benjamin Graham’s The Intelligent Investor laid the groundwork for value investing, Fisher laid the groundwork for growth investing.Be careful, I am not talking about momentum investing, i.e, buying stocks that are driven higher by expectations rather than the fundamentals. I am talking about “quality growth investing.”This is actually what investors like Peter Lynch and Terry Smith practice. Warren Buffett also adopted this approach after he met Charlie Munger.If you read Buffett’s writings and listen to his talks in Berkshire Annual Meetings caref
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2025-06-17
FUTURUM AI FIFTEEN REVEAL
We built the Futurum AI Fifteen -- a curated list of non-Mag 7 companies we believe are gaining critical leverage in AI infrastructure.Ranked by our proprietary AIRometer Score -- here are the top 15 👇Image1. $Astera Labs, Inc.(ALAB)$ AIRometer Score | 6.5Solving the AI Bottleneck for Scalable InferenceImage2. $Qualcomm(QCOM)$ AIRometer Score | 6.8The Edge Enabler of the AI EconomyImage3. $Salesforce.com(CRM)$ AIRometer Score | 6.9Turning the CRM Stack Into the Enterprise Agent PlatformImage4. $Snowflake(SNOW)$ AIRometer Score | 7.1The Engine for AI-Driven Data LiquidityImage5. $Orac
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2025-06-17
Singapore banks will bear the brunt of lower interest rates, says JP Morgan (Video Podcast) | 🦖 #TheInvestingIguana EP932
🟩📊 **REITs Win, Banks Struggle: JPMorgan's Latest Call 🏦** Join Iggy at the Investing Iguana as we dive into JPMorgan’s latest financial analysis on why REITs are thriving while banks face challenges in today’s lower interest rate environment. Packed with insights, this video sheds light on how Singapore banks are managing net interest margin (NIM) pressures and adapting through fee income growth. Meanwhile, REITs are emerging as winners, benefiting from lower borrowing costs and strong local market conditions. 📈 **Key Takeaways for Investors:** - 🏦 **Banks’ Struggles:** Learn why Singapore banks like DBS, OCBC, and UOB are feeling the squeeze amidst falling interest rates but still holding steady with strong fee income streams. - 🏢 **REITs’ Resilience:** Discover why REITs like Capitaland
TOPAbsolutely insightful! Thanks for sharing! [Applaud]
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2025-06-17
Israel-Iran War Ignites Oil Prices — How Long Can This Rally Last?
On Last Friday, Israeli air forces launched a large-scale airstrike on multiple Iranian facilities related to nuclear and military operations, in an operation dubbed “Operation Lion’s Strength.” The attack reignited market risk aversion, sending gold prices soaring by $60 to their highest level since April 16. Crude oil futures surged 14% in a single day, up 16.7% since the beginning of June. Oil futures had already broken key resistance levels earlier that week (Brent at $68.5, WTI at $65), and Friday’s sudden escalation further accelerated the rally, making crude one of the most eye-catching assets in global markets. So with both technical and fundamental forces supporting the trend, how much further can crude prices rise? War and Disappointing Supply Growth Support Oil Prices in the Sho
TOPI seeing this war is so weak. If you want to be the bad guys then just do it to the max because once you're caught your dead any way. oil should be USD$150 by now.