AMD’s China Surge: Your Second Chance at the AI Chip Boom?
Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is stealing the spotlight, soaring 6% to $185.50 on July 15, 2025, after the U.S. approved resumed sales of its MI308 AI chips to China, a move that could unlock $2-$3 billion in revenue. Meanwhile, Broadcom ( $Broadcom(AVGO)$ ) hit a new high with its Tomahawk Ultra chip, positioning itself as a formidable Nvidia rival, while the chip sector rides a wave of AI-driven demand. For investors who missed Nvidia’s meteoric rise to a $4 trillion market cap, AMD, TSMC, and BYD offer compelling opportunities in AI, auto, and China’s chip market. But which stocks have the most upside, and which sectors should you bet on? This report dives into AMD’s rally, Br
Tesla Earnings Preview: What Can Offset Declining Sales? Tesla will announce its FY2025 Q2 earnings report after the market closes on July 23. Since the trial operation of Robotaxi began in Austin, Texas, on June 22, Tesla's stock price has not seen a significant boost. Meanwhile, car sales figures are clear, with a 13.5% year-over-year decline in the second quarter. Investors are closely watching changes in the gross margin of cars. Additionally, with Robotaxi and Optimus temporarily difficult to monetize, the expected difference may lie in the energy storage business. Core Focus: What Is the Market Watching? Tesla's Q2 revenue is expected to be $22.36 billion, a roughly 12.32% decline from $25.5 billion in Q2 FY2024. Strong energy storage revenue may partially offset automotive weakness.
Buckle up, traders! July 17, 2025, is shaping up to be a wild ride with tariff talks, earnings fireworks, and crypto buzz shaking up the markets. The S&P 500’s hovering at 6,263.26, the Nasdaq’s smashing records at 20,630, and the VIX at 15.94 is flashing a neon sign: opportunity meets volatility. From tech titans to banking behemoths and crypto contenders, here’s your playbook for today’s action—complete with market movers, hot stocks, and trading ideas to keep your portfolio popping. 💰 Let’s dive in! Market Movers: What’s Cooking Today? Tariff Tango Trump’s tariff threats—30% on EU/Mexico, 35% on Canada—hit an August 1 deadline, but whispers of negotiations are keeping hope alive. A deal could send tech and consumer stocks soaring; a breakdown might spark a 5-10% S&P 500 dip to 5
$Plug Power(PLUG)$ 🌱 Plug Power (PLUG): Powering the Green Hydrogen Future Plug Power continues to be a key player in the global transition to green energy. Despite recent stock volatility, the company has shown tremendous resilience and commitment to innovation, especially in the green hydrogen space. Its latest operational launch of GenEco electrolyzer systems at The Green Box in the Netherlands marks a strong push into Europe — a region with aggressive green energy targets. Plug’s technology isn’t just theoretical; it's now operating in real-world conditions, which builds investor confidence and helps accelerate commercial deals across the EU. With an active opportunity pipeline of over $21 billion for 2025
TSMC Q2 Earnings Review:AI Strength Overcomes Macro Headwinds Key Financial Highlights $Taiwan Semiconductor Manufacturing(TSM)$ announced its Q2 financial results today before the U.S. market open: – In U.S. dollar terms, Q2 revenue was $30.07 billion (+44% YoY, +18% QoQ), exceeding the guidance range of $28.4-$29.2 billion and setting a new record high. Net profit was $12.83 billion (+67% YoY, +17% QoQ), significantly above the guidance of $11.1-$11.4 billion and also an all-time high. – In New Taiwan Dollar (NTD) terms, Q2 revenue reached NT$937.8 billion (+39% YoY, +11% QoQ), a new record. Net profit was NT$397.5 billion (+61% YoY, +10% QoQ), also a record high. – Despite significant foreign exchange (
Netflix Earnings Preview: Strong Momentum But Higher Valuation With the continued reduction in the proportion of costs and expenses contributing to operational leverage, Netflix's profitability is expected to maintain high growth. However, the current high valuation at a dynamic 42x P/E ratio makes this a challenging investment decision. Core Focus: What Is the Market Watching? – Net Profit Growth Continues to Outpace Revenue Consensus estimates project revenue of approximately $11.04 billion, marking a 15.5% increase YoY, and a EPS of 7.06, up 44.8% YoY. The company still targeting a 29% operating margin for 2025 in Q1 based on F/X rates as of January 1, 2025. – Advertising Maintains Strong Momentum Without subscriber and ARPU data, it's hard to see what could slow Netflix's current growt
I think trump is just being himself by issuing treats, similar to how he issues tariffs to the various nations to get what he wants. He has always wanted rates to be low but Powell has consistently rejected that and wanted to see more data. He is threatening Powell to lower rates. Whoever the next Fed chair is, he or she must know that it is an independent body and needs to do the right thing. However, this new chair will be swore in while trump is the president, so I think trump will try to influence the person for him job and very likely this person will share the same ideals as trump. Having said that, this person can also be like musk who later had his own thoughts. So,we won’t know if this person will truly bow to trump even if they are on good terms or stand his ground. I don’t thin
Markets edged higher overnight with the Dow, Nasdaq, and S&P 500 closing in the green, showing continued resilience despite looming tariff and earnings risks. 🎯 Key Plays Today: 1. $NVDA – Momentum continues as China H20 sales resume. Eyes on $180+ breakout. Watch for dip entries around $170. 2. $TSM & $ASML – Earnings this week. Strong data center and AI tailwinds suggest pre-earnings run-up likely. 3. $CRCL – Rebounding from oversold zone. Any Ant Group confirmation may trigger a return to $200+. 4. $BTC & $ETH – Gaining steam after weekend consolidation. Crypto proxy plays like $COIN and $MSTR may outperform. 5. $QQQ / $SPY – Index ETFs steady. Option premiums inflated — possible short strangle or iron condor setups for neutral bias. ⚠️ Macro to Watch: Fed speakers remain ca
Crypto Bills Surge Forward: Is Circle Set to Rocket Past $300?
The U.S. House of Representatives has ignited the crypto market with a narrow 215-211 procedural vote on July 15, 2025, paving the way for final votes on three transformative bills—the GENIUS Act, CLARITY Act, and Anti-CBDC Surveillance State Act—during “Crypto Week” (July 14-18, 2025). This milestone, signaling a potential regulatory overhaul, has fueled optimism for Circle Internet Group (CRCL), a stablecoin leader, and driven Bitcoin to a record $123,000. With Circle’s stock soaring 589% year-to-date (YTD) to $200, investors are buzzing: Can these bills remove key obstacles and propel Circle to $300? Will Bitcoin’s rally stall at these lofty heights? This report dives into the legislative momentum, Circle’s growth potential, Bitcoin’s trajectory, and strategic investment approaches to s
Michael Burry Bets It All on One Stock — And Shorts the World
$Alibaba(BABA)$$Estee Lauder(EL)$$Baidu(BIDU)$$JD.com(JD)$$MOHO RESOURCES LTD(MOH.AU)$ Michael Burry, the legendary hedge fund manager immortalized in The Big Short, has once again captured the market’s attention by making a move that few other investors would dare attempt. Known for his uncanny ability to spot bubbles — and profit massively when they pop — Burry has just liquidated his entire U.S.-listed stock portfolio, worth over $70 million, and plowed everything into just one stock: Estée Lauder (NYSE: EL). Even more striking? At the same time, he’s betting against the br
Model Y L Targets 🎯 China: Tesla's Crown Comeback? Tesla's gearing up to launch it's six-seater Model Y L this fall, aimed squarely at the China market. With a stretched wheel 🛞 base & luxury SUV vibes, it's a direct response to local rivals like BYD & Xiaomi, who've been eating into Tesla's market share [Cry] . The Model Y L remains Tesla's best-selling, & June 51,253 wholesale deliveries in China marked a 30% jump from May. But Q2 sales still dipped 11.7% YOY - A sign that Tesla needs this launch to stick 🙏🙏🙏. Rebound 🪃 Opportunity [Thinking] ? If the Model Y L hits 🎯 the right price point & resonates with China's family SUV buyers, Tesla could regain momentum. Analysts say a successful rollout could help push Tesla back towards $350, 🙏🙏🙏
Bitcoin (BTCUSD) Elliott Wave: Bullish Sequences Calling the Rally
Hello fellow traders. As our members know, we’ve been long in Bitcoin. The crypto has made a solid rally toward new all-time highs, gaining more than 20% since our entry on the June 22nd. In this technical article, we are going to present short term Elliott Wave forecast of BTCUSD. The crypto shows impulsive bullish structure in the cycle from the 105,141 low, calling for a further strength. In the following text, we will explain the analysis in more detail and present the potential target levels. BTCUSD Elliott Wave 1 Hour Asia Chart 07.16.2025 The cycle from the 105,141 low appears to be unfolding as a 5-wave pattern. BTCUSD has completed a clear 3-wave pullback, which we label as wave ((iv)). The price has reached the equal legs area at 116,439–115,486 and is already showing a reaction
Ethereum (ETHUSD) Elliott Wave : Bullish Sequences Point to Further Rally
Hello fellow traders. In this technical article, we are going to present Elliott Wave charts of Ethereum ETHUSD . As our members know, ETHUSD has been showing impulsive bullish sequences in the cycle from the 2,115.6 low, pointing to further strength ahead. We have been calling for a rally in ETHUSD since the beginning of July, based on the higher high bullish sequences the crypto was forming. ETHUSD Elliott Wave 1 Hour Chart 07.03.2025 The current analysis suggests that ETHUSD is trading within the cycle from the 2,115.6 low. The price structure is showing higher high bullish sequences. Intraday pullback 2 is counted as completed at the 2,377.5 low. While price stays above that level, we expect further strength in the crypto, within wave 3 red. As Elliott Wave practi
I'm cautiously bullish on $Circle Internet Corp.(CRCL)$ and predict a $240 closing price this Friday, July 19. The recent 19% surge was driven by progress on U.S. crypto regulation, which is a major catalyst for a stablecoin leader like Circle. Institutional interest from JPMorgan and Citi adds further credibility to the rally. While Bitcoin’s recent pullback suggests some profit-taking, Circle may hold up better due to its strong position in the regulatory conversation. Short-term volatility is possible, but I think sentiment remains favorable for now. A $240 close reflects healthy consolidation after the recent spike. It’s a balanced view that accounts for both momentum and potential cooling, while keeping the upside narrative intact.
$Circle Internet Corp.(CRCL)$ Circle's Stock Potential for Further Growth Circle Internet Group (CRCL) has surged over 20% in recent days, building on its 500% gain since its June 2025 IPO. While past performance doesn't guarantee future results, several factors suggest potential for further upside, though risks remain. Key Drivers for Continued Growth 1. Regulatory Tailwinds The recent passage of the GENIUS Act (Guiding and Establishing National Innovation for U.S. Stablecoins Act) creates a clear regulatory framework for stablecoins. This legislation could solidify Circle's USDC as the dominant regulated stablecoin, attracting institutional adoption . 2. Strategic Partnerships Circle's collaboration with Fiserv to integrate USDC
Could Tesla's Share Price Rise Post-Model Y L Launch? The Model Y L 6-seater launch could provide a short-term boost to Tesla's stock, but sustained growth depends on execution, market reception, and macroeconomic factors. Here's a breakdown. Catalysts for a Share Price Increase 1. China Market Momentum - China accounts for ~22% of Tesla's revenue (Q2 2024). A successful Model Y L rollout could revive sales in Tesla’s second-largest market, where competition from BYD and Li Auto is intensifying. - Analysts project 10-15% QoQ delivery growth in China if the launch avoids delays. 2. Premium Pricing Power - The Model Y L's ~¥350,000 ($48,000) price tag targets high-margin buyers. Tesla’s automotive gross margin (17.4% in Q2 2024) could stabilize if demand holds. 3. FSD Adoption
$Intuitive Machines(LUNR)$$Rocket Lab USA, Inc.(RKLB)$$Spire Global Inc.(SPIR)$ 🚀🌑📈 INTUITIVE MACHINES: READY FOR LUNAR LIFT-OFF 📈🌑🚀 Something rare is happening in the cosmos of small caps, and I’m zeroing in on it. Intuitive Machines ($LUNR) just defied a bearish downgrade, posted a volume explosion, and is now retesting a breakout level with precision. When sentiment says no but price says go, I pay attention. 📊 Technical Setup: Launchpad Engaged $LUNR has cracked key highs and is flagging just under the $12.50–$13 trigger zone, forming a textbook cup and handle. That’s not just bullish; it’s propulsion-grade bullish. The 4H chart shows it flirting with resis
$Eos Energy Enterprises Inc.(EOSE)$$Quantumscape Corp.(QS)$$Global X Lithium & Battery Tech ETF(LIT)$ 🔋🇺🇸📉 America redraws the battery map: $EOSE & $QS surge as tariffs crush China supply chain 📉🇺🇸🔋 A structural realignment is underway in the global battery market. The U.S. just imposed a 94% tariff on Chinese battery materials, instantly redrawing the map for energy security, supply chains, and capital flows. This isn’t just policy; it’s a pivot point. 📦 What Just Happened? 🇺🇸 The White House didn’t hesitate. A sweeping 94% tariff now applies to critical Chinese battery inputs; effectively pricing out Chinese lithium and disrupting the old global hierarch
$Coca-Cola(KO)$$Pepsi(PEP)$$iShares U.S. Consumer Staples ETF(IYK)$ 🍾🇺🇸📉 Coca-Cola’s cane sugar curveball: political pressure, margin shock, and an earnings coil primed to snap 📉🇺🇸🍾 Trump just dragged $KO into a high-stakes flavour war, and with earnings on deck, the stock is sitting on a loaded spring. On 18Jul25, Donald Trump announced via Truth Social that Coca-Cola will return to using cane sugar in U.S. production. The company responded with deliberate ambiguity, teasing “innovative offerings” without confirming any actual change to its core formula. Despite the vagueness, markets reacted quickly. Corn refiners like $ADM and $INGR were hit on the demand shock