264
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2025-07-31
Daily Charts - US Semiconductors' market cap reached a new all-time high
1.US Semiconductors' market cap reached a new all-time high...Bullish or Bearish?(history repeating, or new history being written?) $VanEck Semiconductor ETF(SMH)$ Image2.🚨 CONTRARIAN ALERT 🚨 WARNING: you are probably going to hate this post...Biggest contrarian trade right now?Short gold, Long treasuries.Certainly that's where valuations are pointing: gold is showing up as expensive, and treasuries look cheap. But do you dare? 😵💫 $Gold - main 2512(GCmain)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Acc
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2025-07-31
High Yield Cannabis REIT Positioned for Recovery as Weak Tenants Flushed Out
13.9% YieldTriple net lease structure provides strong 52.3% operating margins even factoring in tenant defaults.Conservative capital structure, 1.2x debt to EBITDA with $2.2 billion in unencumbered property.8.3 million active leasable square feet, with 1.2 million leasable square feet under development.Early results from tenant refresh started in the quarter ending March 2025 are positive, with management expecting market normalization within 18-36 months.Captive base, with cannabis operators having limited financing opportunities for large-scale properties leading to long 13.5-year average lease periods.Investment Thesis $Innovative Industrial Properties Inc(IIPR)$ is an industrial REIT focusing on cannabis operations. The property profile is 92%
592
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2025-07-31
Never underestimate Meta shares
2 weeks ago on my Instagram I posted to buy shares on $Meta Platforms, Inc.(META)$ Even 10 shares at that time till now it is $500 profitNever underestimate sharesIt will never go to zero and it will get you out of PDT in the long-termYou can borrow against it, sell covered calls against it, and it will continue to increase every year.I have been buying META since $34ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Gr
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2025-07-31
No Cut, No Clarity: Fed Stays Put in July
At its July 31st meeting, the Federal Reserve left interest rates unchanged at 4.25%–4.5%, but something unusual happened: two Fed governors—Christopher Waller and Michelle Bowman, both Trump appointees—broke ranks and voted for an immediate rate cut. It’s the first time in over 30 years that two FOMC members have simultaneously dissented in favor of easing. In its statement, the Fed acknowledged that economic growth has "moderated," though it continued to describe the labor market as “strong” and inflation as “slightly above target.” The central bank also warned that the economic outlook remains “highly uncertain.” This mixed messaging reflects a growing dilemma for policymakers: on one hand, tariffs could keep inflation elevated, arguing for staying higher for longer; on the other, job m
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2025-07-31
$Meta Platforms, Inc.(META)$
TOPPorter Harry: Nice! It is worthwhile to invest patiently in good companies
2.37K
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2025-07-31
$NVIDIA(NVDA)$ OMG....these are crypto level pumps
TOPIt is the one day tariff red event. Monday, it will be green. Buy today with dips.
2.57K
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2025-07-31
🔍 Keppel Surprises On Earnings — But Is The Rally Sustainable? Keppel Corporation ($Keppel(BN4.SI)$ ) delivered a solid beat last quarter—and markets responded. The stock popped nearly 5% on earnings day, while Keppel $KEPPEL REIT(K71U.SI)$ rose ~2% and Keppel DC REIT ($Keppel DC Reit A(X1JU.SI)$ ) gained ~2.65%. Is this move based on real underlying progress—or just short‑term optimism on urban infrastructure investing? Let’s unpack what’s behind the bounce. --- 🏗️ Keppel 2.0: From Oil‑Rigs to Smart Infrastructure Keppel is shedding its legacy offshore & marine image in favor of an asset‑light urban infrastructure strategy. Its
TOPThanks for sharing! I need to allocate some position to the Singapore market.
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2025-07-31
UnitedHealth Group’s 7.5% Drop Reflects Reset Expectations—But Is the Worst Already Priced In?
$UnitedHealth(UNH)$ UnitedHealth Group (NYSE: UNH) released its second-quarter earnings, and the market reacted swiftly—shares fell more than 5% on the day. While there are both encouraging and concerning aspects to the report, this latest development reflects a pivotal moment for long-term investors. Today, I’ll walk you through what surprised me, what didn’t, and why I opted not to buy the dip—despite holding a position purchased at $420 per share, now down roughly 37% from that level. Although my UNH stake remains up 31% overall across the broader portfolio, I refrained from averaging down today. Here's why. A Massive EPS Miss Overshadows Revenue Beat The company reported a significant earnings miss, with adjusted EPS coming in at $4.08, well be
TOPI think the fundamentals of UNH are worsening these quarters, and I’ll wait to see the reversal.
755
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2025-07-31
Texas Instruments Slides as Tariff Headwinds and Bleak Forecast Cloud Chip Demand
$Texas Instruments(TXN)$ Texas Instruments Inc. (TI) experienced an 11 percent drop in its stock price following its Q2 2025 earnings release, as executives delivered a cautious outlook amid rising tariff uncertainty and weakening analog chip demand. While Q2 revenue of $4.45 billion and EPS of $1.41 exceeded estimates, management warned that the strength may have been driven by customers pulling forward orders ahead of looming tariffs. The subdued Q3 profit guidance and geopolitical headwinds have reignited investor concerns: is TI merely digging in for cyclical softness, or is this a strategic inflection point in a broader semiconductor slowdown? Performance Overview and Market Feedback Q2 Results Beat Mask Murky Underlying Dynamics Texas Instrum
TOPThe stock price continues to follow the expectation. Keep holding until >$198. If you want to take only 3~4% gain, then it's ok to take the short profit today. :)
969
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2025-07-29
$Apple(AAPL)$ I added to my Apple (AAPL) position as the stock appears undervalued after an 18% drop in the first half, driven by concerns over slow AI adoption and tariff exposure. But the tide is turning. Apple is rolling out its Apple Intelligence strategy and benefits from ongoing trade negotiations that may ease pressure. With 2.2 billion active devices feeding high-margin services revenue and a loyal global user base, Apple offers long-term upside. At just 29x forward earnings, it's a compelling opportunity for growth with resilience.
TOPLet’s see its newest financial data to determine its operation situation.
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2025-07-29
$Broadcom(AVGO)$ I made an additional investment in AVGO as Broadcom’s growth story strengthens post-VMware acquisition. Its infrastructure software revenue rose 25% YoY in Q2 FY2025, with 87% of its top 10,000 customers now using the VCF platform. This high-margin, recurring revenue stream enhances its chip business and supports AI and private cloud demand. With $10 billion in EBITDA (67% margin), $6.4 billion in free cash flow, and $7 billion returned to shareholders, Broadcom’s capital efficiency and shareholder focus make it a compelling long-term investment.
TOPAgree with you, but I’m afraid it’s too high to buy in now.[Cry]
2.54K
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2025-07-30
$XIAOMI-W(01810)$ I opened 800.0 share(s) $XIAOMI-W(01810)$ , 小米是中国科技、消费领域不可多得的好公司。拿汽车业务举例，在进入市场短短一年，就成为全网流量最大的新能源车企。2025年1-4月，小米SU7凭借104454辆的销量和39.3%的市场占比，稳居销量榜首。 但小米并非没有任何弱点。 这是外国人可能不太能体会到的。小米公司的盈利能力太过出众，以至于让其他艰难求生的友商非常嫉妒。在存量市场中，这招来了更多的敌意和攻击。雷军需要为小米的正面形象做出更多努力，承担更多的企业社会责任，降低上述问题带来的风险。 无可否认的是，任何企业都会有或多或少的问题，小米的基本面可以说是瑕不掩瑜，在资本市场仍然会受到热捧。近期港股涌入大量韩国投资者。小米的股票也成为了他们疯抢的标的。更有投资者把小米比做中国的三星。相信当外资全面回归港股市场，小米仍然是科技股中耀眼的一颗星星。
7.08K
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2025-07-31
$CapLand IntCom T(C38U.SI)$ Why I Bought CapitaLand Integrated Commercial Trust (C38U.SI) In a market climate clouded by uncertainty and rising global interest rates, making selective and strategic REIT investments has become more important than ever. Among the many choices on the SGX, I have chosen to accumulate CapitaLand Integrated Commercial Trust (CICT), ticker C38U.SI — and here's why. 1. Prime Assets in Strategic Locations CICT owns a diversified portfolio of retail and office assets in Singapore's most prominent commercial districts — including Raffles City, Plaza Singapura, Funan, and CapitaSpring. Many of these are trophy assets with irreplaceable locations that continue to draw strong footfall and attract resilient tenants. The
TOPNice sharing! The improvement of fundamentals is very important for such companies.
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2025-07-30
Just Dropped: Options Handbook Pre-Sale!
Options Handbook is now available in Tiger Coin Center! Click HERE to grab your copy for only 4,000 Tiger Coins for a limited time. Learn strategies, avoid costly mistakes, and level up your options strategy!This Options Handbook is designed to help you truly understand the logic and power behind the options trading framework.Unlike many other books that offer only surface-level overviews, this handbook goes deeper—covering not just foundational knowledge and advanced strategies, but also real-world insights drawn from Tiger Brokers’ experience supporting over
TOPlooking forward for my copy. I should have paint my room to yellow to match Tiger Brokers style. [Grin] [Cool]
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2025-07-31
Mid-week Commentary:Fed is 'well positioned' to wait for more data before lowering rates
The $S&P 500(.SPX)$ Closed lower today for the third day in row after trading near record highs earlier in the session. The index rallied into the close but gave up its early gains this morning after the Federal Reserve kept interest rates steady, as was largely expected by Wall Street, but in the accompanying Q&A session Fed Chair Jerome Powell signalled that the central bank isn’t quite ready for rate cuts.S&P 500 1 day chart- Source Tiger TradeThe broad market index closed down 0.1% %, while the $NASDAQ(.IXIC)$ gained 0.15%. The $Dow Jones(.DJI)$ slipped 0.4%.Tariff impacts on inflation still need to be seen, Powell saysThe Fed can kee
TOPThanks for sharing! I think the catalyst for the market turns to the expectations of earnings neaxt month, with the probabilities of a Fed cut going downwards.
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2025-07-31
Will Bitcoin’s Surge Ignite Coinbase and MicroStrategy Stocks on Earnings Day?
Bitcoin’s meteoric rise past $100,000 in December 2024 has set the stage for a thrilling earnings season for crypto-related stocks like Coinbase Global ( $Coinbase Global, Inc.(COIN)$ ) and MicroStrategy ( $Strategy(MSTR)$ ). With both companies reporting Q2 2025 earnings on July 31, 2025, investors are eager to see if Bitcoin’s rebound will propel these stocks to new heights or if risks like high valuations and regulatory uncertainty could trigger a pullback. This report dives into the dynamics driving Coinbase and MicroStrategy, their potential for continued outperformance, and the weight of MicroStrategy’s Bitcoin holdings on its valuation. Bitcoin’s Rebound: A Market Catalyst Bitcoin’s price has been
TOPNice analysis. I think the sustainable growing potential of two companies is more important.
710
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2025-07-31
📉 August Crash or Buy-the-Dip Opportunity? 🧠 Here's My Playbook The S&P 500 ($SPY$) and Nasdaq 100 ($QQQ$) just notched four straight winning months. Momentum is hot. AI names are holding. Rates are (mostly) stable. But here’s the catch: August is historically tricky — and last year gave us a brutal reminder. > So… are we due for another August shakeout? Or is this rally stronger than it looks? Let’s break it down 👇 --- 📉 August Isn’t a Crash Month… Until It Is Zooming out, August has one of the weakest seasonality profiles of the year. According to historical SPY data: August averages a negative return over the past 10 years 2023 saw a mid-month drop of -5.2% 2015 and 2011 brought steep selloffs after geopolitical or Fed surprises Volatility tends to spike mid-to-late August — espe
TOPTwo ways, one prepare money to buy in, the second put option for protection, either way I’m not lossing any money
748
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2025-07-31
VeriSign Shares Slide Sharply After Berkshire Hathaway Trims Stake: What It Means for Investors
$VeriSign(VRSN)$ VeriSign's stock took a significant hit following revelations that Warren Buffett’s Berkshire Hathaway sold nearly a third of its long-held stake in the domain name and internet infrastructure company. As markets absorb the implications of this high-profile divestment, investors are left questioning the company's long-term growth story amid evolving internet infrastructure and cybersecurity demands. Buffett's Quiet Exit Sends Shockwaves VeriSign Inc. (NASDAQ: VRSN), a low-profile but highly profitable company that manages domain name registries such as ".com" and ".net," saw its shares plunge sharply after it was disclosed in Berkshire Hathaway’s latest 13F filing that the Omaha-based investment conglomerate sold approximately one
TOPIt's a great company, no doubt, but you know it's time to sell when you see 36 p/e and modest %4-5 growth
662
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2025-07-31
CyberArk Software: A Strong Buy Amidst Accelerating Growth?
$CyberArk(CYBR)$ CyberArk Software (NASDAQ: CYBR), a leader in identity security and privileged access management (PAM), continues to demonstrate robust growth in an increasingly threat-prone digital landscape. With enterprises prioritizing zero-trust frameworks and compliance mandates, CyberArk’s solutions are in high demand. The company’s shift to a subscription-based model has fueled recurring revenue, while its expanding product suite positions it for long-term dominance. But with shares trading at a premium, is now the right time to invest? We analyze CyberArk’s financials, valuation, and future prospects to determine whether investors should buy, hold, or sell in July 2025. Accelerating Growth and Profitability CyberArk has transitioned succ
TOPMuch higher and will be expensive. Should split and get more interest to drive price higher.
978
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2025-07-31
Chevron (CVX) Profitability Both Downstream and Upstream To Watch
$Chevron(CVX)$ is scheduled to report its fiscal Q2 2025 earnings on Friday, August 1, 2025, before the market opens. EPS (Earnings Per Share): The Zacks Consensus Estimate for EPS is approximately $1.66, a drop of nearly 35% from the $2.55 reported in Q2 2024. Revenue: Revenue is expected to be around $47.1 billion, representing an almost 8% decrease from the same period last year. In Q1 2025, Chevron (CVX) reported adjusted earnings of $3.8 billion, or $2.18 per share, which beat the analyst consensus of $2.15. Despite this, revenue of $47.6 billion fell slightly short of expectations. The company's earnings were significantly lower year-over-year, primarily due to lower crude prices and refining margins, and higher expenses. However, this was la
TOPUpstream still solid—Permian and TCO will surprise the bears! 💪