First time achieving 11x. I hope to double to 22x. Green day continue come, please 😁 Happy for all the winners, reminder to self and others "do not short Pltr" 🤣 Alstar, are you overseas? Missing you already
This earnings season for S-REITs shows a mixed bag of performances. I value both capital gains and dividend yields — steady income is great, but capital growth drives long-term returns. To me, the best REITs balance both through strong fundamentals and proactive asset management. I was impressed by ESR REIT and Keppel Infrastructure Trust. ESR showed strong revenue and NPI growth, while Keppel Infra’s distributable income surged with its energy transition exposure. These names offer both yield and growth. In contrast, First REIT and KepPacOak struggled with FX risks and cost pressures — a reminder to be cautious with overseas-heavy portfolios. I prefer REITs with stable gearing, solid occupancy, and proactive management. A mix of local and well-hedged overseas exposure works best for me.
$Palantir Technologies Inc.(PLTR)$ 🧬💼🔐 Palantir’s unstoppable climb: Founder control, AI dominance, and a $178 price target 🧬💼🔐 I’m fully convinced that $PLTR isn’t just riding the AI wave; it’s hardwiring itself into the very infrastructure of the future. What sets Palantir apart isn’t just its technology stack, but a governance model that ensures nothing, absolutely nothing, can derail its long-term mission. With Class F shares locking in near-total board control, founders Alex Karp, Peter Thiel, and Stephen Cohen have permanent strategic latitude, immune to activist noise and short-term investor pressure. That’s rarefied air in today’s public markets. And they’re using that control decisively. Per Forbes, Palantir is now rapidly expanding into
$ESR REIT(9A4U.SI)$$Kep Infra Tr(A7RU.SI)$$First Reit(AW9U.SI)$ 📊🔥🧭 S-REIT earnings decoded: growth surges, dividend dilemmas, and tactical positioning ahead! 🧭🔥📊 I’m diving straight into this heavy-hitting S-REIT earnings week with six tickers under the microscope. I’ve integrated every chart level, every earnings metric, and every technical trigger to find the names poised to outperform. This isn’t just a recap; it’s an execution plan for growth, income, or both. I’m positioning into strength: the two REITs rewriting the growth script $ESR REIT (9A4U.SI) just delivered an absolute standout. Revenue soared 23.2% to S$222.9M, while NPI surged 30.1% to
Meta Q2 2025 Earnings Post-Mortem: A Resounding Victory for the AI Gamble
Meta Platforms ( $Meta Platforms, Inc.(META)$ ) has just delivered a blockbuster second-quarter earnings report that didn't just beat Wall Street expectations—it shattered them. The results serve as a powerful validation of the company's high-stakes, high-spend strategy centred on artificial intelligence. My pre-earnings analysis correctly identified the central tension between massive AI investment and the need for sustained advertising growth, but the sheer scale of Meta's overperformance has recalibrated the entire narrative. This article will dissect the actual Q2 2025 results, compare them against our forecasts to identify what we got right and what surprised us, and analyse the company's forward-looking guidance to project the future traject
Exxon Mobil (XOM) Earnings To Watch Upstream Earnings and Downstream Margins, Not Forgetting Guidance
$Exxon Mobil(XOM)$ is scheduled to report its fiscal Q2 2025 earnings on August 1, 2025, before the market opens. The general consensus among analysts points to a year-over-year decline in both earnings and revenue for Exxon Mobil's Q2 2025. EPS (Earnings Per Share) : The Zacks Consensus Estimate for earnings per share (EPS) is approximately $1.49, which would represent a significant drop from the $2.14 reported in the same quarter last year. Revenue : Revenue is expected to be around $82.8 billion, an approximately 11% decline from the prior year. In fiscal Q1 2025, Exxon Mobil (XOM) reported earnings of $7.7 billion, or $1.76 per share, which surpassed analyst expectations of $1.73. Despite the earnings beat, revenue of $83.1 billion fell short o
Overview: Cautious Sentiment Returns to Global Markets Markets ended broadly mixed on July 30th as investor sentiment was weighed down by cautious signals from the US Federal Reserve. Concerns over prolonged high interest rates, renewed trade tensions, and uneven economic signals led to a modest pullback in major indices across the US, Europe, and Asia. While losses were shallow, the tone was unmistakably watchful, with rate policy and global trade once again at the forefront of investor concerns. US: Powell's Message Stalls Rally The US stock market saw a mild retreat, led by the Dow Jones Industrial Average $DJIA(.DJI)$ falling 171.71 points (-0.3%) to 44,461.28. The S&P 500
$CapLand India T(CY6U.SI)$ - CapitaLand India Trust (CLINT) announced a 9% year-on-year (y-o-y) increase in distribution per unit (DPU) to 3.97 Singapore cents for the six months ended 30 June 2025 (1H FY 2025). 1H FY 2025 net property income (NPI) increased by 14% y-o-y in Indian Rupee (INR) terms and 10% in Singapore Dollar (SGD) terms due to higher property income, partially offset by higher operating expenses during the period. Income available for distribution for the same period grew by 15% y-o-y in INR terms and 10% in SGD terms, mainly due to higher NPI, partially offset by higher net finance costs and Trustee- Manager fees. Mr Gauri Shankar Nagabhushanam, Chief Executive Officer of CapitaLand India Trust Management Pte. L
Tesla at a Crossroads: Tariff Catalyst or Technical Trap?
$Tesla Motors(TSLA)$ Introduction: A Trade War Windfall for Tesla? As global policymakers wield tariffs to reshape trade dynamics, Tesla Inc. (NASDAQ: TSLA) has unexpectedly emerged as one of the chief beneficiaries of recent protectionist measures. With the U.S. imposing hefty tariffs of up to 25% on imported vehicles and auto parts, and a 30% tariff on Chinese goods, many foreign automakers face significant cost headwinds. Tesla, by contrast, assembles most of its U.S.-sold vehicles in the country, enabling it to sidestep these duties and gain a relative competitive edge. Yet despite this apparent advantage, Tesla is grappling with weakening demand, declining earnings, and mounting execution risks. As its stock trades near the key $330 resistanc
Why Is UnitedHealth Stock Falling, and is it a Buying Opportunity?
$UnitedHealth(UNH)$ United Health Group’s Quarterly Results: Buy the Dip or Move On? United Health Group recently reported quarterly earnings that disappointed investors, sending the stock down over 7%. As someone who has had this stock rated as a buy since its steep drop earlier this year (when it fell 40-50% from all-time highs), I’m naturally disappointed by this decline. However, digging into the financial results, there were still some positives worth highlighting—which I’ll break down in this video. I’ll review the company’s latest earnings, analyze the key takeaways, and update my recommendation: Is United Health still a buy, or is it time to cut losses and move on? Let’s dive in. Key Takeaways from United Health’s Earnings Un
SoFi’s Blockbuster Earnings: Why This Fintech Disruptor Is Just Getting Started
$SoFi Technologies Inc.(SOFI)$ SoFi's Stellar Quarterly Results Send Stock Soaring: Is It Still a Buy? SoFi Technologies (NASDAQ: SOFI) delivered impressive quarterly earnings this morning, sparking a 6% surge in its stock price—though shares had climbed even higher earlier in the session before settling at this gain. This performance continues a strong upward trajectory for the fintech disruptor in 2025, reinforcing my long-standing "Buy" rating on the stock. Today, I’ll break down the key financial highlights, analyze what’s driving investor optimism, and provide an updated recommendation on whether SoFi remains a compelling investment—or if it’s time to lock in gains and reallocate capital elsewhere. Accelerating Growth and Profi
$Amazon.com(AMZN)$ 📦💻🚀 Amazon’s cloud crown faces a macro stress test 🚀💻📦 I’m convinced $AMZN’s setup into earnings is as much about sentiment shift as it is about numbers. With Meta’s and Microsoft’s blockbuster results, Amazon now walks into a higher-expectation gauntlet, especially for AWS. After-hours momentum (+3%) reflects that optimism, but I see turbulence under the surface. I’m especially focused on the resistance at $241.30. It’s a clear battleground; a break would confirm the bull leg toward the Fib extensions at $264 and $292. But the Keltner and Bollinger bands (4H chart) show compression near the upper envelope, and RSI is nudging 76 on weekly, which signals overbought territory. The daily volume shelf around $229 to $231 could offer
This observation is historically consistent. August is often a volatile month, influenced by lighter trading volumes, macro uncertainty, and seasonal shifts in institutional activity. While not typically the worst-performing month, it has delivered mixed results across years: 2023: A sharp mid-month correction occurred due to rising yields and China growth concerns, but markets rebounded to end +2%. Average S&P 500 performance in August (past 20 years): Slightly negative to flat, with frequent intramonth pullbacks followed by recoveries. Current Setup: Caution with an Upside Bias? The market is currently on a four-month winning streak, driven largely by: Strong earnings from tech megacaps. Persistent AI enthusiasm. Soft-landing hopes amid resilient labour and consumer data. However, se
IBM Slips on Software Woes Despite Solid Quarter — Opportunity or Red Flag?
$IBM(IBM)$ A Moment of Truth for Big Blue IBM's stock declined modestly following the release of its second-quarter 2025 earnings report, which—while surpassing consensus estimates—revealed a notable slowdown in the company’s software growth. The reaction from Wall Street was swift but measured. While the company remains fundamentally sound and continues to benefit from AI-related tailwinds, investors appear increasingly concerned about revenue concentration and muted growth from its enterprise software division—long considered the backbone of IBM’s transformation story. Despite strong performance in its consulting and infrastructure arms, the deceleration in its higher-margin software business has raised fresh questions about the sustainability of
Apple, I’ve been following your journey for years, and each earnings season still excites me like the first. Your consistent innovation in both hardware and services is admirable, but I’m particularly eager to see how the AI integration and Vision Pro momentum are shaping up. With competition heating up, I’m watching closely to see how you’ll continue to differentiate yourself—not just with sleek design, but with tangible tech leadership. As a shareholder, I appreciate the financial discipline and capital return strategy, but I do hope to see more transparency on growth segments, especially in emerging markets. iPhone upgrades are great, but services and new product categories must lead the next chapter. Will we see a real breakthrough in wearables, or is Apple quietly preparing a bigger
Figma Mania: Is the 30x IPO Rush a Sign of Another CoreWeave in the Making?
$Figma(FIG)$ Figma’s long-awaited IPO has shattered expectations: oversubscribed by more than 30 times, priced at $33 per share—well above its already elevated range—and valuing the company near $19.3 billion. A torrent of investor demand has settled expectations that Figma may zap new life into the IPO market and potentially become the next Circle (CRCL)–style breakout in enterprise-backed tech listings. But behind the hype lies a deeper trade-off: lofty valuation, fierce competition from incumbents like Adobe, and questions around generative AI’s impact. Is this just momentum, or can Figma deliver the durable growth to justify its premium? A Cloud-First Collaboration Icon Goes Public Founded in 2012, Figma emerged as a rare design unicorn built f
Figma Mania: Is the 30x IPO Rush a Sign of Another CoreWeave in the Making?
$Figma(FIG)$ Figma’s long-awaited IPO has shattered expectations: oversubscribed by more than 30 times, priced at $33 per share—well above its already elevated range—and valuing the company near $19.3 billion. A torrent of investor demand has settled expectations that Figma may zap new life into the IPO market and potentially become the next Circle (CRCL)–style breakout in enterprise-backed tech listings. But behind the hype lies a deeper trade-off: lofty valuation, fierce competition from incumbents like Adobe, and questions around generative AI’s impact. Is this just momentum, or can Figma deliver the durable growth to justify its premium? A Cloud-First Collaboration Icon Goes Public Founded in 2012, Figma emerged as a rare design unicorn built f
Novo Nordisk Shares Plunge 23% on Profit Warning Amid Intensifying U.S. Weight‑Loss Drug Competition
$Novo-Nordisk A/S(NVO)$ Shares of Novo Nordisk A/S dropped sharply—losing around 23% in just one session—as the company issued its second profit warning of 2025. The unexpected cut to full‑year sales and operating profit guidance marks a turning point for the Danish pharmaceutical giant, casting doubt on its ability to maintain dominance in the high-stakes U.S. obesity drug market. With increased competition from Eli Lilly and a surge in unauthorized “compounded” versions of its blockbuster weight‑loss therapies Ozempic and Wegovy in the U.S., investor confidence has plummeted overnight. Performance Overview and Market Feedback Novo Nordisk now expects full‑year sales growth of 8–14%, down sharply from its previous projection of 13–21%. Operating p
The Real Winners of the AI Gold Rush: Why Infrastructure Giants Like Microsoft and Meta Are Just Getting Started The second quarter of 2025 delivered a powerful message to the market: AI is no longer a buzzword — it’s a business model. Two tech giants, Microsoft and Meta, crushed expectations and set fresh all-time highs: • Microsoft (MSFT) jumped 8.69% after reporting a 23% year-over-year growth in Azure cloud revenue, beating forecasts. A significant portion of that growth came from AI workloads. • Meta (META) soared 12.48%, with ad revenue up 27% and strong guidance driven by better performance from its AI-powered ad engine and open-source Llama models. While investors often chase the next viral AI app, they might be missing the bigger picture: The companies building and powering the AI