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07-04
$HDFC Bank(HDB)$ $ICICI Bank(IBN)$ $First Trust India NIFTY 50 Equal Weight ETF(NFTY)$ $ETFS Reliance India Nifty 50 ETF(NDIA.AU)$ 📉🇮🇳🚨💼 The ₹48.4B Expiry Trap: SEBI Bans Jane Street, Bank Nifty’s Volatility Playbook Exposed 💼🇮🇳📉📊💥🚨 “From Amsterdam to Hong Kong and New York, it had become the talk of the town: a unique derivatives strategy fabulously profitable in India. Those trades now are the very reason why Jane Street has been temporarily banned from India’s securities market.” 🖇️📰 Bloomberg News, 04Jul25 A secret expiry-day options strategy just triggered one of SEBI’s most aggressive market actions in years. The
TOPKristina_: Wild stuff! Shows how fragile even “efficient” markets can be. Regulatory trust matters—hope this sparks better transparency, not less innovation. 🔍📉🌍
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07-04
With Jobs Report out & done, time to SOFI ?
Will Trump and Bessent online verbal abuse pressure US central bank to buckle and cut interest rate in July FOMC when the team convenes on July 29-30 ? For starters, the current administration is already planning to board a shadow Fed chairman who does not have executive power (yet), a white elephant, wasting tax payers’ monies, instead of cutting expenses to slow down US national debt accumulation. If the decision is based on facts, then it should be a resounding “No”. The jobs reports out this week points to that clearly. ADP non farm payroll. US private sector non-farm payroll report for June 2025 was published on Wed, 02 Jul 2025. Key takeaways: Report showed US private sector lost 33,000 jobs, marking the 1st monthly decline in over 2 years, sharply missing expectations for job growth
TOPNo rate cut in July? Meh, expected. But if things break later, we’ll prob see a fat cut. Meanwhile, I’m just here for the SOFI pump and meme vibes. 😎📉📈
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07-04
2025 US Stock Market Review: Hidden Risks Behind Record Highs
In the first half of 2025, the US stock market displayed dramatic swings, initially declining and then sharply rebounding to complete a 'Deep V' reversal. By the close on June 30, the S&P 500 Index had risen more than 28% from its intraday low on April 7, while the Nasdaq climbed over 37% from its low, both reaching record highs.Looking back at this year's performance, the market rallied early on, fueled by the AI boom and optimistic economic expectations. However, the so-called 'DeepSeek shock' and the impact of Trump’s tariff policies triggered a sharp sell-off, with the S&P 500 nearly touching bear market territory in early April. Subsequently, a softening in Trump’s tariff stance helped the market stabilize and sparked a robust rebound.Looking ahead, the US stock market still f
TOPIncredible insights! Love the depth here! [Great]
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07-04
BIG TECH WEEKLY | Apple Chases Innovation🔋, META Steals Brains🧠, and ADP & NFP Just Keep Arguing
Big-Tech’s PerformanceMacro Headlines This Week:“The Great and Beautiful” bill passes; conflicting employment data; U.S.-Vietnam tariff deal reached, but July 9 deadline looms?The "Great and Beautiful" Bill, championed by Trump, passed the Senate in a 50-50 tie (with Vance casting the decisive vote). The House also approved it on July 3, and it's expected to be signed into law on July 4. While markets fear it may worsen the fiscal deficit, it could provide a short-term economic boost — potentially just the beginning. In response, Elon Musk once again lashed out, threatening to form a new political force to oppose it.Employment Data Clash:June ADP report showed a drop of 33,000 jobs (vs. forecast of +98,000), pushing the probability of a July rate cut to over 27%.However, the next day, the
TOPMETA is going to $750 and possibly beyond in the few weeks.
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07-04
$老虎证券(TIGR)$ my biggest winning stock cheers
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07-04
Nvidia is on its way to become the first 4Trillion company and for its bullish growth this past 2 months of intense growth. Another thing i notice is Nvidia is now the single biggest contributor to gains in Nasdaq-100 and S&P 500, it is indeed similar to what Apple was during the iPhone boom. I do feel that Nvidias trend positioning is extraordinarily bullish — not just as a stock, but as a defining asset of this tech supercycle. Talking about Nvidia, with its Blackwell and Rubin chips, Nvidia maintains a technological lead of 12–18 months over competitors like AMD and Intel. I will say this is very impressive for a tech company perspective. Now talking about risk. Firstly, geopolitical shocks like trade bans and taiwan tension. Secondly, tech rotation, the cycle might s
TOPOne more shoe drop and could sit at 260 to 230 levels. Lot if headwinds right now
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07-03
$Lululemon Athletica(LULU)$ Lululemon just dodged a 46% tariff bullet -thanks to the newly signed U.S.-Vietnam trade deal, which locks on a 20% tariff on Vietnamese exports & slaps s 40% levy on transshipped goods. For a brand that sources heavily from Vietnam, this could've been a knockout blow [OMG] . Instead, it's more of a bruising body shot [Spurting] . But here's the twist: Despite the "Relief" , LULU stock hasn't exactly struck a warrior pose. It's still down over 40% from it's 2023 highs, hovering near key support in the $225-240 zone, a level that's historically sparked rebound 🪃. Technically, the chart's still in the downward dog: MACD is below the 0 line - momentum remains Bearish 🐨. RSI at 41.81 suggest we're
TOPLULU just closed above two short term DMAs, 13 and 20 (145.8). It is a very good sign. The next target should be the 50 dma, which is 276+.
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07-04
$S&P 500(.SPX)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ 🔥🚀📰6330 and Climbing: The S&P Hits History as America Rewrites Its Playbook📰🚀🔥 Market watchers, take a breath. 03Jul25, 🇳🇿NZ Time, wasn’t just another rally; it was a milestone. The S&P 500 surged to an all-time high of 6323.50, clocking a +48.50 point gain, or +0.77%. That move didn’t just break resistance, it signalled something deeper: institutional conviction is back, and the tape shows it. 📈 Sentiment Surge: Fear Turns to Extreme Greed The Fear & Greed Index closed at 78; squarely in “Extreme Greed.” That’s a full 30-point shift from the same period last year, when it hovered in “Neutral” te
TOP🌟📈💡Your read on institutional conviction really resonates; if the bill’s tax cuts land as drafted, NVDA’s runway looks even longer despite its valuation premium.
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07-04
Block (XYZ) - Are We Seeing New Opportunities And Strength Coming?
$Block, Inc.(XYZ)$ is showing signs of renewed momentum, with several strategic moves and product innovations that could unlock fresh upside, it is definitely experiencing a dynamic period with both opportunities and challenges. In this article I would like to share the breakdown of the current landscape that is contributing to the cause. I am holding Block (XYZ) as one of the fintech in my long term portfolio. Growth Engines Gaining Traction Square Ecosystem: Gross profit rose 9% YoY, with gross payment volume up 8.2% on a constant currency basis. Square is regaining market share through product innovation and deeper partnerships. Cash App Expansion: Block is targeting younger users and families, while rolling out Cash App Borrow nationwide after
TOPLoving how Block is pushing into Bitcoin infra and expanding Cash App—it’s like fintech meets Web3. Still watching that 200-day EMA though. 👀⚡
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07-03
What’s The Impact Of The “Great And Beautiful Bill”? Which Stock Sectors Could Feel The Shockwaves?
$Centene(CNC)$ $CATAPULT GROUP INTERNATIONAL(CAT.AU)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $Molina Healthcare(MOH)$ On Capitol Hill, a sweeping piece of legislation — dubbed by its supporters as the “Great and Beautiful Bill” — has just cleared the Senate, promising to reshape federal spending priorities in ways that could ripple across the economy. Investors are already scrambling to assess the winners and losers of this ambitious, controversial policy shift. The bill combines major Medicaid funding cuts, infrastructure spending initiatives, and tax policy changes, designed to rein in
TOPCentenes stock price was trading between 28-34$ in 2016 and EPS was 2.22$. 2024 EPS was 7.17$, so its clear that they wont make that much this year and maybe next year.
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07-03
I’ve been following some of these top 10 companies closely—especially the big three banks. I hold DBS for its strong digital push and solid dividends. OCBC and UOB are also strong performers, but DBS stands out to me for its regional leadership and consistent results. I’m also watching Wilmar and Singtel. Wilmar's exposure to the food supply chain is a good inflation hedge. Singtel’s ongoing restructuring and regional investments could unlock more value, so it’s on my watchlist. I’ve been tempted to start a small position soon if the price dips. Flex Ltd surprised me—I didn’t realize they had such a strong presence in Singapore. I also think Keppel Corp or ST Engineering could join the list in the near future, especially with their push into renewables and defense tech. Curious what other
TOPI love your focus on DBS! Its digital strategy truly sets it apart in this competitive landscape.
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07-03
I’m impressed by $MercadoLibre(MELI)$ strong momentum. With physical retailers still controlling 85% of spending in Latin America, MELI has huge room to grow. Its GMV and revenue growth, especially in Brazil, Mexico, and Argentina, shows it's gaining market share fast. The consistent user growth and expansion into categories like groceries make it even more attractive. I’m keeping a close eye on its next earnings. Oracle also looks promising. The OpenAI data center news and the massive $30B cloud deal show Oracle’s growing role in AI infrastructure. With cloud revenue up 24%,
TOPWhat a beast of a company. Great long term bull thesis for MELI in 2025 and beyond
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07-03
$110K Bitcoin Bonanza: Which Crypto Stock Will Skyrocket Your Portfolio?
Bitcoin has blasted past $110,000, igniting a fire under crypto-related stocks and sending traders scrambling for the next big winner. In premarket action, SharpLink Gaming (SBET) soared over 16%, while Bit Digital ( $Bit Digital, Inc.(BTBT)$ ) climbed more than 14%. With the crypto market buzzing, the question is: which stock should you snap up to ride this wave? Let’s break it down, weigh the contenders, and pick a champion. SharpLink Gaming: The Ethereum Heavyweight SharpLink Gaming isn’t messing around. Originally a gaming and tech outfit, it’s now a crypto powerhouse with a jaw-dropping 194,000 ETH in its treasury—valued at roughly $507 million. That’s a bold bet on Ethereum, bought at an average price of $2,611 per ETH. With plans for a $1 b
TOPBtbt already owns 25k+ Eth valued around 65M today and Btc valued around 45M today! Btbt is flying under the radar with real Eth treasury. Buy & Hold!
985
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07-04
Robinhood Stock Surges 147% YTD — What’s Next?
$Robinhood(HOOD)$ Robinhood (HOOD) stock has staged an impressive rally in 2025, soaring more than 147% year-to-date. This surge reflects renewed investor optimism, a rebound in growth stocks, and a crypto-fueled bull market. But the sharp rally also raises important questions about whether the stock is now too expensive, and whether investors should still consider it a buy, hold, or sell at current levels. In this extended analysis, I’ll walk through how Robinhood has performed recently, why my own rating has changed multiple times over the past two years, and why I believe patience is warranted at this juncture. Why My Ratings on Robinhood Have Fluctuated Over the last two years, my recommendation on Robinhood has not been static. I’ve moved the
TOPValuation’s spicy, but man… HOOD’s still got that hype energy. Might nibble if we dip back below $80. 🧃📲
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07-03
$Apple(AAPL)$ Apple just lit the fuse. After months of underperformance and skepticism, the tech titan is showing signs of life — and investors are asking: is Apple finally rejoining the “Magnificent 7” rally? With AI features launching, product refreshes on the way, and a fresh wave of bullish sentiment following WWDC 2025, the question now is whether Apple is back in breakout mode — and if you should buckle up for the ride. 🚀 Apple Reignited: What’s Driving the Surge? After being the laggard of the Mag 7 group for much of the year, Apple is now catching up. Here's what’s powering the move: AI Push: Apple Intelligence has entered the chat. With ChatGPT integration, new Siri capabilities, and AI-native features rolling out on devices, Apple
TOP220 by next week.Maybe even $223-$225.
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07-03
I will not trade big banks now. I think the golden time to buy would be before the rate hikes where the subsequent rate hikes helped banks to take in huge earnings. Even if Michelle bowman ease regulations on the banking industry, there is no denying that rate cuts would dent the earnings of banks. It is widely expected that there should be 2 rate cuts this year and knowing Trump, there must be more to come. Given trump’s unpredictable nature, he may also change his mind or pressure Michelle to do what he wants. I expect banks to still do well as rates are sti much higher than historical rates. From Q1, rates have been held steady. So I expect the big banks to still deliver stellar earnings. The impact of rate cuts will likely be seen next year if indeed 2 rate cuts materialise this year
TOPGreat insights! Loving your analysis! [Heart]
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07-03
I have ocbc and CapitaLandInvest. I regret not buying dbs earlier during the covid time when it was $20. Subsequently always felt that it was too expensive to buy and it has continue to climb higher. My only consolation is that if the SG banks, at least I have ocbc. I have CapitaLandInvest as I believe that its robust real estate will bring in high returns along with good dividends. I’m familiar with the above 10 except flex which I have never heard before. Thank you for pointing this out for me to look into. Any of the SG banks will offer good returns. I wouldn’t invest in the rest as there are threats facing these companies such as rising competition, legal threats for Wilmar, lack of convincing future growth or capturing market share for singtel. I think CICT should make it to the l
TOPIt's great you have solid picks like OCBC and CapitaLandInvest
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07-04
$S&P 500(.SPX)$ $Cboe Volatility Index(VIX)$ $NVIDIA(NVDA)$ 🚨📰🗞️🚨📊🔥Fiscal Firepower: Big Bill Breakout Drives $SPX to Euphoric Highs🔥📊🚨 📰🗞️🚨 BREAKING NEWS: Trump's 'One Big, Beautiful Bill' will pass in the House, sending the historic legislation to the President's desk 04Jul25 NZST 🇳🇿 The US market just delivered its third record high this week, with the S&P 500, Nasdaq, and Dow all closing at fresh peaks! Momentum breadth is widening, options flows are clustering, and sentiment is pushing toward euphoria. While many see a smooth rally, I see a confluence of structural positioning, cycle symmetry, and macro mispricing that calls for calculated aggression,
TOP🌟💥⭐🚀📈I’m impressed by the gamma pin at $6,280, that’s textbook dealer control; if $SPX slips that shelf I’ll watch $NVDA for the tell because it’s still glued to the upper band.
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07-04
UnitedHealth (UNH)
✨️WHAT IS UNITED HEALTH STOCK✨️ Headquartered in Minnesota, UnitedHealth is one of the most influential players in the U.S. healthcare system. The company operates a suite of offerings including health maintenance organizations, preferred provider organizations, point-of-service plans, and managed fee-for-service programs. As of now, UnitedHealth commands a market capitalization of $280 billion. However, its stock performance has been anything but steady. In the past three months alone, UNH has slipped 40%. From its 52-week high of $630.73, the drop extends to 50%, a fall that has rattled long-time shareholders. Yet, beneath this decline lies a potential value proposition. Currently, UNH trades at 13.7 times forward adjusted earnings and just 0.69 times sales, Both of these valuation metri
TOPThank you for sharing! 👏
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07-03
PALANTIR
✨️WHAT DOES PALANTIR DO?✨️ Founded in 2003, Palantir began with a bold mission to support national security through smarter data. Fast forward, and it now powers decision-making across governments and industries through Gotham, Foundry, and its newest force multiplier launched in 2023, the Artificial Intelligence Platform (AIP). This is not just software, but strategic infrastructure. Palantir enables institutions to transform fragmented data into operational clarity and action. With a market capitalization of $308 billion, the firm is a software titan in the large-cap arena. PLTR stock has been on a tear of late. Up 80% year-to-date (YTD), PLTR stock brushed a 52-week high of $148.22 on June 26 before cooling off slightly. Even in a shaky macro environment, Palantir is wearing the crown a
TOPI used to own PLTR! But have since let go of it :(