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2025-07-31
LVMUY, when luxury is NO longer luxurious ?
Q2 Earnings Report. On Thu, 24 Jul 2025, luxury purveyor and market leader $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ reported a disappointing Q2 2025 and H1 2025: Revenue: came in at $46.7 billion (€39.8 billion), this is down by -4% YoY from $48.9 billion (€41.7 billion). (see above) Earnings per share (EPS): came in at $2.67 vs expected $2.78 vs Q2 2024’s $3.16; that’s a -15.5% YoY decline. To many industry analysts, the results were not too alarming because they have already forecasted a luxury market slowdown in 2025. Causes For Concerns. Alarmingly, it is LVMH’s : Revenue increasing rate of decline, from -2% in Q1 2025 to -7% in Q2 2025. Profitability taking a hit as well. H1 2025’s net profit fell by -22% to $6.9 billion. “Truly disturbing”
TOPJimmyHua: Great thoughts and insights!
743
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2025-07-31
Singapore Daily Market Update (31 Jul 2025) | 🦖 #TheInvestingIguana EP1003
🟩 📈 Ready to master the "SGX Market Trends" and spot today's top stocks? Join Iggy as he sheds light on the latest financial analysis, packed with insights and actionable strategies to sharpen your investment decisions. Whether you're tracking DBS, Keppel Ltd, or checking out dividend yielders like Mapletree Pan Asia Commercial Trust, this video has everything you need to stay ahead in the Singapore market! 🦖 From institutional inflows into financial heavyweights like UOB and OCBC to standout earnings from SeaTrium and Sheng Siong, we’re breaking down the numbers and trends driving the Straits Times Index. Iggy's got your back with unique economic strategies and smart money insights—perfect for navigating volatility and uncovering hidden opportunities. 💡 Whether you're a seasoned investor
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2025-07-31
$Figma(FIG)$ Why Figma (FIG) Could Be a Long-Term Winner Post-IPO Figma’s much-anticipated IPO on July 31, 2025, marks a pivotal moment for the collaborative design platform, pricing its shares at $33 with a valuation soaring to $19.3 billion. This debut, following a remarkable 30x oversubscription, signals strong investor confidence and positions Figma as a potential standout in the tech IPO landscape. For those considering a long-term investment, here’s why Figma could be a stock to watch. Robust Growth Trajectory Figma’s financials paint an optimistic picture. The company reported $7.49 billion in revenue for 2024, a 48% year-over-year increase, with Q1 2025 bringing in $2.282 billion, up 46%. Despite a $7.321 billion net loss in 2024—largely du
TOP$19.3B valuation? Yikes, that’s steep. Gonna wait for the hype to cool first.
1.29K
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2025-07-31
Four-Month Rally Faces August Test: Crash or Opportunity?
$S&P 500(.SPX)$ The S&P 500 and Nasdaq have been on a tear, climbing for four consecutive months to record highs of 6,297.36 and 20,884.27, respectively, as of July 31, 2025. But as August looms, investors are on edge: will this hot streak end in a crash, or is it just another volatile month with upside potential? Historically, August has been a rollercoaster, often ending higher despite sharp mid-month dips—last year, the S&P 500 gained 2% after a notable drop. With the Federal Reserve’s interest rate decision on July 30, 2025, and a packed earnings season, the market’s next move is anyone’s guess. This report dives into August’s historical trends, current market dynamics, potential catalysts, and strategic approaches to navigate vola
TOPAgree with you. As the market expects the probability of the Fed cut in September to decrease, the rising momentum next month depends on the earnings reports, and this trend adds the burden of companies.
703
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2025-07-31
The 10 Hidden Winners That MAS Just Unleashed | 🦖 #TheInvestingIguana EP1004
🟩 🇸🇬 Singapore's $1.1B stock market move is making waves, and you can't afford to ignore it! Dive into this packed-with-insights breakdown as we shed light on the Monetary Authority of Singapore’s Equity Market Development Program (EQDP) and its $1.1 billion injection into small and mid-cap stocks. Whether you're an investing newbie or a seasoned pro, this video is your ultimate guide to making smarter investment decisions right here in Singapore. Discover why liquidity is the game-changer, how top fund managers like Evanda, Fullerton, and JPMorgan are driving the charge, and which 10 under-the-radar companies—like Food Empire, Valutronics, and PropNex—are set to benefit the most. With strong dividends, solid balance sheets, and untapped potential, these stocks might just transform your po
TOPThis sounds like a fantastic opportunity
1.12K
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2025-07-31
To the surprise of absolutely no one today, the Federal Reserve’s Open Market Committee chose to do nothing at the close of its two-day meeting. The White House is furious about the decision; the President believes that the Fed should be slashing rates, and that the current “high” rate of interest is costing the US government hundreds of billions of dollars each year in excess interest. Now, I am no fan of the Fed. Quite the opposite— the organization is a total failure. Just consider that section 2A of the Federal Reserve Act (passed in 1913) states that the Fed is supposed to maintain a stable currency. Yet the US dollar has lost 97% of its purchasing power under the Fed’s stewardship over the past 112 years. Personally I think it’s difficult to find another organization that has been so
TOPIt seems that the rate cut will be later than expected this year.
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2025-07-31
Microsoft’s Dirty Secret: High Demand Is Crushing Its Data Centers (And Investors Love It)
$Microsoft(MSFT)$ FY2025 fourth quarter (25Q2) revenue of $76.4 billion, an increase of 17% year-on-year, a significant growth rate, reflecting the company's overall business vitality.Among them, Azure grew rapidly As a core cloud service, Azure revenue grew 39% year-on-year, far exceeding the overall revenue growth rate, and was an important engine driving Microsoft's growth, reflecting its strong competitiveness in the cloud services market.The annual milestone exceeded $75 billion, and cloud business revenue even exceeded $168 billion for the first time, up 23% year-on-yearThe market was previously concerned about Microsoft's ability to monetize its AI products.This quarter's earnings report shows rapid growth in Copilot and Fabric responding t
TOPMSFT gapped up from 52 week high $518, will it touch that price point again? Any truth to fill the gap?
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2025-07-30
$Replimune Group Inc.(REPL)$ just in 7 days, proves that "investor's panick" is a real thing.
TOPWow, it’s so volatile.
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2025-07-30
Although underlying dipped over 4.5k. I can sell covered call option with delta of 0.3 to collect some income . If share price shoot up its a win win 🏆 $GameStop(GME)$
1.78K
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2025-07-30
$BYD.HK 20250730 117.50 PUT$ get some $ From BYD Thanks [Smile]
TOPGreat! Shorting puts is reasonable here.
849
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2025-07-30
$Marvell Technology(MRVL)$ huat ah. First time execerise future call to cover Selling this
TOPNice! Let’s ride this AI wave.
2.80K
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2025-07-30
$Advanced Micro Devices(AMD)$ damn son Why you jump so fast
TOPTo be honest , it lost his 174 support. I hope it drops tomorrow again to simply GO TO THE MOON on Monday . It is most likely to go down tomorrow because of tarif + lost 200ema + support after market.
1.86K
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2025-07-30
$NVIDIA(NVDA)$ will it continues to 190? Lets us see in this week
TOPGo go go!🚀 Let’s ride this bullish wave.🐂
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2025-07-31
$HIMS 20260116 60.0 CALL$ wow been waiting for this big day!! Let's go higher and higher in the coming months! Bullish!
TOPGreat! When the market oversold one stock, it’s a nice chance to buy in.
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2025-07-31
+12% Surge, How META Makes AI Cash Machine REAL?
$Meta Platforms, Inc.(META)$ shocked the market with its Q2 earnings report released on July 30th after-hours, as the blowing up of its main business (advertising revenue +21.5% against the trend, operating profit +38%) far exceeded the expectations, and the raising of the lower end of the Capex ($66B-$72B vs. previous $64B-$72B) boosted the market sentiment for AIMETA's after-hours surge was 12%, as the company raised its guidance for the next quarter ($47.5B-$50.5B vs. previous $46.3B), boosting AI sentiment.One of the key reasons for META's surge is that the market was previously worried about it (e.g., tariffs, EU antitrust, AI grabbing, corporate culture revelations, etc.), while the market's Q2 earnings expectations were relatively conserva
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2025-07-31
$Uber(UBER)$ 🚕📊🧠 Uber’s robotaxi gamble: revolution or revenue trap? 🧠📊🚕 I’m confident in my long position as Uber transforms into a mobility superpower. The company just generated $2.3B in free cash flow and is guiding EBIT margins to 14% by Jun26, up from –12% in Sep21. UBS just raised its target to $115, reinforcing the bullish case. I’m impressed by Uber’s convergence of real earnings power and visionary scale. Q3 2025 EPS is forecast at $2.88, more than double last year’s $1.24. CEO Khosrowshahi’s conviction is clear: “AV technology is the single greatest opportunity ahead for Uber.” With Waymo and Lucid in the fold, Uber doesn’t need to be vertically integrated to scale; just smartly partnered. Technicals show $87.43 price with $90.93 resist
TOPI agree with Uber being all good but just cause it is doesn't been the market will see it that way. All its obsessed with is Chips ai spend new toys. nivida sending top chips overseas goes from 138 to 179.
4.37K
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2025-07-31
$Meta Platforms, Inc.(META)$ Went out to breakfast to celebrate
TOPHaha, META gave the whole market a stimulus.🔥
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2025-07-31
$Advanced Micro Devices(AMD)$ $Hims & Hers Health Inc.(HIMS)$ $NVIDIA(NVDA)$ and amd got sneered compared to NVDA.. lmao
TOPAMD, $200-$210 new predictions, sounds good to me.
1.02K
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2025-07-31
$Microsoft(MSFT)$ should have invested more.[Happy] [Cool] Congratulations to another company in 4 trillion club.
TOPI will never understand why Meta goes up 80pts. while msft only goes up 42pts. msft is a much better company. that make products people want/need. Meta has FB, Whats app, Threads, and Instagram...big deal.