🌟🌟🌟Despite the ongoing US tariffs concerns, I am so happy that the Singapore Stock Market is having a great rally with many blue chips stocks up all time highs! One of the best performing ones is $ST Engineering(S63.SI)$ as I am up more than 100%. It is so exciting to see the sea of green! My belief in Singapore stocks is paying off big time! 🥰🥰🥰🚀🚀🚀🌛🌛🌛💰💰💰🇸🇬🇸🇬🇸🇬 @Tiger_SG @TigerStars @Tiger_comments @CaptainTiger
U.S. CPI Rises Moderately, Early Signs of Tariff-Driven Inflation Emerge
The moderate increase in the U.S. Consumer Price Index (CPI) for June may mark the beginning of inflationary pressure triggered by tariffs, as long expected by the market. However, the strength and persistence of this trend remain uncertain. According to the latest data, the CPI rose by 0.3% month-over-month in June — the largest gain since January — while the year-over-year increase accelerated from 2.4% in May to 2.7%. The core CPI (excluding food and energy) rose 0.2% month-over-month, with the annual rate coming in at 2.9%, slightly below the expected 3.0%. Despite the overall uptick in inflation, the divergence between goods and services inflation — along with core CPI coming in below expectations for the fifth consecutive month — has placed the Federal Reserve in a dilemma over its m
$NBIS 20250718 60.0 CALL$$NEBIUS(NBIS)$ directly benefits from the rising demand of generative AI and the growing need for specialised GPU infrastructure. It recently sees a "Buy" rating from Goldman Sachs with a price target of US$68. Coupled with the US investment plan announced (check it out on my earlier post), this is a no-brainer trade. I locked in profit and resetting cheaper with another position. @DailyTradingInsights@Daily_Discussion@Tiger_SG@TigerStars
🚀Crypto Hotwave: BTC Hit ATH! Which Related Companies did You Buy Recently?
With Bitcoin breaking above $110K, even $120K, confidence is roaring back into the market, and along with it, a fresh wave of investment opportunities in crypto-related companies. Since June 23rd, many of these names have skyrocketed, with some even smashing their all-time highs.📊 Who’s Riding the Wave?Here’s a snapshot of the hottest players in the game and how they’ve moved in recent weeks(from 23rd June to 13th July):Stock CodePrice Changes(%)Brief IntroductionMSTR19.89%Number One Company for BTC HoldingsMARA37.20%Number Two Company for Bitcoin HoldingsCOIN28.13%The Largest Cryptocurrency Exchange in the USBTBT48.00%The Company Holding ETHSBET120.02%The Company Holding the Most ETHBMNR810.76%The Company Holding ETHCRCL-21.44%The First Listed Company of Issuing Stablecoins(USDC)HOOD26.30
A number of cryptocurrency regulatory bills supported by US President Trump failed to pass key procedural votes in the House of Representatives on Tuesday, causing the entire cryptocurrency industry to suffer a major setback.The result of this vote was 196 votes in favor and 223 votes against. Among them, 13 Republican lawmakers stood on the same front as Democrats and vetoed the rule vote of this bill. Due to the failure to pass procedural rules, the bill cannot enter the formal debate and voting stage.This move not only rarely shows the "resistance" of Republican members of the House of Representatives to Trump, but also stalls the bill that was originally widely expected by the market to pass smoothly. House leadership plans to make another attempt to push for a vote as early as Tuesday
Replying to @Queengirlypops:🙏🏼🩵🍀 Q, thank you so much, that genuinely lit me up. You absolutely nailed the ETH setup. The way you broke down the treasury buys, ETF anticipation, and that shift in futures open interest was so sharp. That’s not just surface-level hype, that’s you clocking the deeper flows and positioning behind the move. And ${{af525523920a45cd8464bd495e810db6}}? I’m watching it too now. If they keep aligning their balance sheet with digital asset exposure, we could see sentiment shift fast. It’s early, but these are the kind of narrative pivots that can wake up a chart out of nowhere. I love the way you track momentum but stay grounded in strategy. Your post had real edge. Keep calling it like you see it!! 🟠 🅗🅐🅟🅟🅨 Ⓣ
Abstract: $MP Materials Corp. $MP Materials Corp.(MP)$ has become a core company in the "de-Chinaization" strategy of the U.S. rare earth industry chain.Events such as the Pentagon's shareholding and Apple's cooperation have signaled that the company has moved away from the category of a pure commercial company to that of a "strategic asset".The company is now accelerating vertical integration: from valley mineral mining to magnetic material manufacturing, covering the entire chain of light and heavy rare earths; 10X Texas plant + California recycling facility has begun to take shape.In terms of valuation, the company's PS has improved dramatically: the stock price once exceeded $60, and the PS over the past 12 months is at over 44x, far exceeding e
You couldn’t find a more different comparison. Choosing between rare earth minreals and AI Technology is like choosing between sky and earth. One is obviously merely digging up dirt and separating them for use, the other is based on the advanced Technology. They couldn’t be more different. However, in order to be able to manufacture AI chips and other semiconductors, rare minerals are necessities. The comparison doesn’t stop there, recently US administration has decided to lump both investments together. After investing vast amount of money into MP Materials, US administration is also going to do a big announcement today about its investment into AI technology research and energy that goes into supporting those data centres. Why both and why now? The urgency demonstrated by the US administ
I am incredibly excited about the recent surge in the market, especially with Trump officially announcing a massive seventy billion dollar investment in the artificial intelligence and energy sectors. The fact that OKLO $Oklo Inc.(OKLO)$ and SMR $NuScale Power(SMR)$ surged eleven percent yesterday due to this news has me brimming with optimism. This substantial investment signals a powerful push toward innovation, and I am confident it will drive power and energy stocks to remarkable long-term growth. I am equally thrilled by the continued rally in rare earth stocks, particularly with MP Materials
$MP Materials Corp.(MP)$$NVIDIA(NVDA)$$Apple(AAPL)$ 🔥🌏📡 Rare Earths, AI Chips & Supercycle Signals: The $MP x $NVDA Axis Ignites 📡🌏🔥 Premarket wasn’t the main event, this was an orchestrated breakout backed by geopolitics, predictive signals, and multi-sector capital flows. $MP just shattered its all-time high with more than just volume, it moved with the force of policy, infrastructure and a $500M Apple anchor. Meanwhile, $NVDA’s surge isn’t isolated, it’s part of the same macro symphony. This wasn’t just a rally, it was a message. 📡 Rare Earths Go Strategic: Apple’s $500M Catalyst $MP didn’t just gap up, it gapped into history. Apple announced a $500M inves
AI’s Military Mind: Why I’m Watching BigBear.ai’s Next Move Towards $20
This battlefield brain isn’t your average chatbot—and that’s exactly why it intrigues me. There’s something oddly refreshing about BigBear.ai. While most AI stocks are busy chasing productivity tools and marketing buzzwords, this one is building software that helps soldiers move faster, intelligence analysts think clearer, and the military respond in real time. But before I let the sci-fi vision run away with me, let’s talk about the realities behind the stock—and whether it truly has the firepower to climb from $7 to $20. AI intelligence takes command—no boots, just brains Where growth meets geopolitics $BigBear.ai Holdings(BBAI)$ is pivoting sharply into defence and national security, embedding real-time AI into battlefield systems and operation
GE Aerospace (GE) Operational Execution To Watch In Earnings
$GE Aerospace(GE)$ is scheduled to report its fiscal Q2 2025 earnings on Wednesday, 17 July 2025, before market open. EPS: Analysts expect GE Aerospace to report an EPS of approximately $1.42 to $1.43, representing a year-over-year increase of about 18% to 19.2% from $1.20 in Q2 2024. Some estimates are as high as $1.50. Revenues: Projected revenues are around $9.7 billion, an increase of approximately 18% from $8.22 billion in the year-ago quarter. Summary of GE Aerospace (GE) Fiscal Q1 2025 Earnings GE Aerospace kicked off 2025 with a strong first quarter, demonstrating robust growth in both orders and revenue, primarily driven by its commercial services segment. Despite ongoing macroeconomic challenges and tariff impacts, the company maintained i
Here’s a momentum strategy with an 83% win rate to consider!NVIDIA’s Progress in the Chinese MarketIn a recently published blog post, NVIDIA $NVIDIA(NVDA)$ stated that the U.S. government may soon approve its license to sell H20 GPU chips to China. While the license hasn’t been officially approved yet, the company expressed optimism.After the news was released on July 15, NVIDIA’s stock surged as much as 5%, reaching a high of $172.53.How Much Growth Can NVIDIA Recover?Previously, the U.S. chip ban on China caused NVIDIA to lose approximately $8 billion in Q2 revenue.If the ban is eased, NVIDIA is expected to recover part of those losses in the second half of the year.Analyst estimates suggest that for every $10 billion increase in Chinese revenue
$Advanced Micro Devices(AMD)$ I’ve made an additional investment in AMD stock, driven by its rising position in the AI inference space. While Nvidia dominates GPU training, AMD is gaining traction where the future demand lies—in inference workloads. One of the largest AI model companies now uses AMD GPUs for a significant share of its daily inference tasks. Its strong data center performance, up 57% last quarter, and growing adoption by cloud giants show real momentum. With the recent pullback, I see a compelling entry point for long-term upside.