How Will Meituan Survive From Dual "Delivery Wars"
$700 major shareholder, South African newspaper group $ Naspers (Tencent South Africa's major shareholder) (NPSNY) $, in its just released annual report, showed that it intends to reduce its holdings of $ $ 4 billion (71 billion South African rand) worth of $ Meituan-W (03690) $, which were distributed out by Tencent in the form of a "special dividend" that year . These shares were distributed by Tencent in the form of a "special dividend" that year.Core EventsMeituan has entered Brazil, where it plans to launch its overseas takeaway service brand "Keeta" and invest $1 billion (R17.78 billion) over the next five years to build and expand its business in the country.Thi
WTF Telehealth Drama! Novo Nordisk Accuses Hims & Hers of Unsafe Drug Sales—Ends Partnership
Shares of Hims & Hers Health $Hims & Hers Health Inc.(HIMS)$ plunged 20% after $Novo-Nordisk A/S(NVO)$ announced it was ending its partnership with the telehealth company regarding the sale of its weight loss medication. On Monday, the Danish pharmaceutical giant said it would stop supplying Hims & Hers with direct access to its FDA-approved obesity drug Wegovy via NovoCare Pharmacy. The collaboration—only expanded in April—was originally intended to broaden access to affordable obesity treatment for U.S. consumers. Novo Nordisk cited alleged violations by Hims & Hers, accusing the company of breaching laws against the mass sale of compounded medications and enga
Markets Shift Focus From Iran Strike to Fed Policy Outlook
Can the US Dollar Make a Comeback as Powell Heads to Congress to Explain Why Rates Aren’t Coming Down Yet? Here’s what’s lined up on the calendar: June 23: Eurozone manufacturing PMI (4:00pm), US manufacturing & services PMI (9:45pm), US existing home sales (10:00pm) June 24: Canada CPI (8:30pm), Fed Chair Powell testifies (10:00pm) June 25: Australia CPI (9:30am), Powell testifies again (10:00pm), US new home sales (10:00pm), US crude oil inventory (10:30pm) June 26: BoE governor speaks (7:00pm), US jobless claims (8:30pm), US GDP (8:30pm) June 27: US PCE price index (8:30pm) The biggest story over the weekend was the US strike on Iran. Thankfully, things haven’t escalated further—so the market’s attention might shift back to Powell’s two-day testimony in Congress on Tuesday and Wedne
$SingPost(S08.SI)$ Finally, price is moving up, nice! Singpost - special dividend of 9 cents, xd 30th July 2025, likely to see price rising up to cover the Gapped at 63 cents. Today spotted some buying activities price is up 2.5 cents to 59.5 cents. She is looking gd to test 60.5 cents soon! Not a call to buy or sell! Pls dyodd. The recent news: SingPost puts up 10 HDB shophouses for S$50 million in sale-and-leaseback bid The postal services provider is the anchor tenant for 90.8% of the space in these shophouses, with the remaining being leased out to external parties [SINGAPORE] National postal service provider Singapore Post (SingPost) : S08 +1.77% https://sporeshare.blogspot.com/2025/06/singpost-special-dividen
Tesla's AI Story Begins, LEAPs and Spreads Offer Strategic Plays on Long-Term Upside
$Tesla(TSLA)$ launched its first U.S. robotaxi service, marking a major step in Elon Musk’s autonomous vehicle ambitions. With plans to scale to 1,000 cars and 1 million AVs by 2026, Tesla is well-positioned in a fast-growing $38.7B market.Investors may consider Tesla LEAP calls (e.g. Jan 2026 $280) for long-term upside or bull call spreads (e.g. $350/$410) for defined risk and cost control.From EVs to AI: Tesla’s Robot Era Begins$Tesla(TSLA)$ on Sunday rolled out its first robotaxi service in a U.S. city, a key part of Chief Executive Elon Musk's ambitious plans for autonomous vehicles. The launch caps a decade of Musk's promises around autonomous-vehicle technology.Musk said that it would ramp up to abo
🔍 MU Earnings Preview: Will DRAM Demand Justify the Rally? Micron ($Micron Technology(MU)$ ) reports earnings this Wednesday—and the stakes couldn’t be higher. After a strong rebound since April lows, the stock has rallied over 40% YTD, riding the tailwinds of surging AI demand, memory price stabilisation, and broader semiconductor optimism. 📊 Market Expectations: • Street consensus is pricing in a revenue beat and a narrower loss per share. • DRAM contract prices rose ~15% in Q2, and NAND saw stabilisation—crucial for Micron’s bottom line. • Gross margin recovery will be closely watched. Last quarter, it stood at ~10%. A shift toward 20%+ could drive a valuation re-rating. ⚙️ Industry Tailwinds: • AI servers and data centre demand are dr
Circle’s Explosive Rally: The New Crypto Titan or Overhyped Bubble?
Circle Internet Financial ( $Circle Internet Corp.(CRCL)$ ) has set the stock market on fire, surging an astonishing 600% year-to-date to a $44 billion valuation, with its stock price climbing from $31 at its June 5, 2025, IPO to $149.15, briefly touching near $200 . But with a forward P/E of 307x and bold claims of a $1,000 target, is Circle the new MicroStrategy (MSTR), or is this rally a bubble waiting to burst? This report explores Circle’s meteoric rise, its comparison to MicroStrategy, the feasibility of a $1,000 price, and strategic investment approaches in today’s volatile market. Circle’s Rally: Catalysts and Context Circle’s 600% YTD gain is no fluke—it’s driven by a confluence of strategic wins and market dynamics: USDC’s Explosive Grow
War, Markets & Resilience: Why U.S. Stocks Remain the Ultimate Safe Haven
Geopolitical shocks send tremors through global markets, but one pattern remains unshaken: U.S. equities consistently emerge stronger from crises. As tensions escalate in the Middle East following recent airstrikes, investors face a critical choice – flee to safety or double down on opportunity. History suggests the latter approach wins, especially when betting on American markets. The Resilience Playbook: How U.S. Markets Defy Geopolitics 1. Crisis Performance That Speaks Volumes 9/11 Attacks (2001): S&P 500 dropped 12% in a week, but fully recovered in 33 days $SPDR S&P 500 ETF Trust(SPY)$ Iraq Invasion (2003): Markets rose 15% in the 6 months following the invasion Russia-Ukraine War (2022): S&P gained 5% in the 3 months post-invasio
In a year of market surprises, few expected a stablecoin issuer to turn into one of the hottest IPO stories. But Circle — the company behind USDC, the second-largest stablecoin in the world — is making noise on Wall Street. With a strong debut, rising institutional interest, and a booming stablecoin market, investors are now asking: Can anyone rival Circle’s performance? 🚀 From Fintech to Firepower Circle’s performance post-IPO has caught fire, and it’s not just hype. The company sits at the heart of digital finance infrastructure: Issuer of USDC, used in DeFi, crypto trading, and global payments Strong backing from names like BlackRock and Fidelity Well-positioned in a world pushing for regulated digital dollars Benefiting from the rising tide of tokenized finance and real-world assets As
Micron (MU) has been on a tear — riding the AI semiconductor wave, DRAM price recovery, and investor optimism. But with earnings around the corner, the market is holding its breath. Can this one-sided rally keep going? Or is it setting up for a surprise reversal? 📈 Why MU Has Been Rallying Let’s break it down. Micron’s rally isn’t just momentum — there are clear drivers behind the move: AI demand boom → fueling next-gen memory needs (especially HBM, High Bandwidth Memory) DRAM/NAND price recovery → a turnaround from oversupply and falling margins last year Inventory normalization → leaner, more disciplined supply chain management Long-term tailwinds → from hyperscalers, data centers, and AI model training Investors are essentially pricing in a full recovery and future growth, fueled by AI
Warren Buffett Steps Down—Leaves Behind a Historic Cash Pile as Markets Stumble
$S&P 500(.SPX)$$Berkshire Hathaway(BRK.B)$ Warren Buffett, the 93-year-old investing legend and longtime CEO of Berkshire Hathaway, has officially announced his departure from the top job. As he steps aside, Buffett isn't just passing the torch—he’s also handing over the largest cash reserve in corporate history. Buffett’s final act as CEO appears to be a masterclass in market timing. Since early 2024, he has offloaded tens of billions in equities, more than doubling Berkshire’s cash reserves from $167 billion to a staggering $348 billion. And the timing? Remarkable. He built up this war chest right before the stock market began tumbling in early 2025. A Cash Reserve Bigger Than Wall Street's Giants
Classic Market Illusions! Have You Fallen for Them?
On the unpredictable path of trading U.S. stocks, even the sharpest minds lose clarity from time to time. Markets test our conviction daily, pulling us between the thrill of chasing highs and the dread of watching prices fall. We find ourselves stuck in a familiar cycle — the confident “I knew this would happen” followed by the hesitant “Maybe I’ll just wait a little longer.” Take Circle Internet Financial (CRCL), for example. Since it went public, I’ve had my doubts. I was convinced it was overvalued and stayed on the sidelines. I told myself, "There’s just not enough historical data — too much risk for my taste." But the market had other plans. CRCL surged, gaining more than 20% just today and breaking through another 52-week high. I was wrong. And honestly? That’s okay. I know my invest
Tesla's Robotaxi Revolution - Is This The Next USD 2 Trillion Breakout?
🌟🌟🌟Tesla $Tesla Motors(TSLA)$ has officially launched its long awaited Robotaxi service in Austin, Texas and Wall Street is buzzing with excitement. With a small fleet of driverless Model Y SUVs now operating in a geofenced area, Tesla is finally putting its Full Self Driving (FSD) technology to the test in the real world. But this is just one piece of a much larger vision of Elon Musk's goals. Tesla is no longer just an EV company. It is evolving into a full stack AI and robotics powerhouse. Tesla vs the Competition - A High Stakes Race Tesla's Robotaxi debut pits it against formidable rivals like Waymo which is a subsidiary of Alphabet $
$BYD COMPANY(01211)$ 's new energy play delivers again! HK$3,935.39 profit from 125.665 to 129.6 proves leading EV makers keep breaking valuation ceilings, especially with each technological breakthrough in this booming adoption cycle.
$TAL Education Group(TAL)$ 's education sector rebound executed perfectly! $452.58 profit from 10.35 to 10.70 captures the policy easing momentum. When regulatory clouds lift, few plays are as rewarding as quality education stocks - making this comeback story particularly sweet.
$Microsoft(MSFT)$ 's AI momentum pays off! $405.54 profit from 474.51 to 488.99 proves tech titans' product launches are golden opportunities - especially game-changers like Copilot that propel stocks to new heights.
$Direxion Daily S&P 500 Bull 3x Shares(SPXL)$ 's 3X leverage works its magic again! $342.97 profit from 157.61 to 161.64 proves how leveraged ETFs amplify every S&P 500 uptick - the most efficient way to boost index returns, especially in choppy markets.
$Intel(INTC)$ 's chip rebound timed perfectly! $362.79 profit from 20.80 to 21.36 shows veteran semis still deliver. At cycle troughs, every tech breakthrough from this industry stalwart sparks well-deserved valuation recovery.
$Coinbase Global, Inc.(COIN)$ captures crypto rebound perfectly! $372.77 profit from 303.78 to 312.06 proves exchange stocks lead every crypto recovery - a pattern that never fails to deliver.
$SoFi Technologies Inc.(SOFI)$ 's fintech play nails it! $380.51 profit from 15.28 to 15.70 shows how financial tech leads rate-sensitive rebounds. Earnings breaks like these offer prime opportunities - far more dynamic than stodgy bank stocks.