BMNR’s 1,300% Rocket Ride: Chase the ETH King or Brace for a Pullback?
BitMine ( $BitMine Immersion Technologies Inc.(BMNR)$ ) has ignited a crypto wildfire, amassing 1,150,263 ETH valued at over $4.96 billion, crowning it the world’s largest Ethereum treasury and the only entity holding more than one million ETH. This frenzied buying spree, paired with ETH’s climb to near-record highs of $4,350, has propelled BMNR’s share price up 1,300% since late June, hitting $60 in after-hours trading on August 13, 2025. With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27 riding a bull run, and Bitcoin at $121,000 fueling crypto mania, tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel introduce caution. Does this mirror the 2021 crypto frenzy, and should investors chase this ETH titan or prepare for a potentia
Sea vs. SG Banks: Are You a Growth or Steady Investor?
$Sea Ltd(SE)$ delivered exceptionally strong Q2 results on August 12th, with shares surging 19%.While profit margins across segments generally declined quarter-over-quarter, robust growth drove profits above expectations—minor weaknesses were overshadowed by overall strength.Shopee GMV Outperformed ExpectationsThe most critical metric of its core segment—Shopee GMV—jumped 28% YoY, accelerating by ~7 percentage points from last quarter. Though some Wall Street banks were optimistic pre-earnings (e.g., JPM forecasted 24% growth), actual performance exceeded even bullish estimates. This growth was entirely driven by "healthier" order volume expansion (+32% YoY), while declining average order value dragged marginally.Combined with strong GMV growth, Sho
NVIDIA’s Rubin Delay Shocker: Is AMD Poised to Steal the AI Throne?
$NVIDIA(NVDA)$$Advanced Micro Devices(AMD)$$NASDAQ(.IXIC)$$S&P 500(.SPX)$ The semiconductor world is buzzing as reports suggest NVIDIA has delayed its highly anticipated Rubin AI chip, reportedly due to a redesign to counter AMD’s upcoming MI450 accelerator. With Rubin’s initial tape-out in June and a second expected in late September or October 2025, limited 2026 volumes could open the door for AMD. Against a backdrop of the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, fueled by a crypto surge (Bitcoin at $121,000) and a 64% September rate cut probability, yet tempered by tariffs (30% on EU/Mexico, 35% on Can
Since the outbreak of the Russia-Ukraine conflict, the first presidential meeting between the United States and Russia has taken place, with the main topic being how to end the Russia-Ukraine war. Although the talks themselves may not yield significant progress, the content and the subsequent developments are critically important, including for the direction of crude oil prices.1. Trump's $64 Price LevelPreviously, Trump indicated that he was quite satisfied with an oil price of $64 per barrel, revealing his attitude toward controlling oil prices and his psychological target price. Unless driven by specific political needs or economic collapse, as an oil-producing nation, a price that is too low is not favorable for encouraging domestic U.S. oil producers to increase investment in explorat
Can SharpLink Gaming Earnings Get A Boost From Recent ETH Rally Above $4.7K
$SharpLink Gaming(SBET)$ is scheduled to release its fiscal Q2 2025 earnings on August 15, 2025, before the market opens, with a conference call to follow. A pre-market press release will announce the results. This earnings report is particularly important for investors and traders due to the company's recent strategic shift and its high volatility. Instead of focusing on analyst estimates for EPS and revenue, the market is primarily watching the following metrics, which the company has been providing regular updates on: The total number of ETH tokens held by the company. The value of its ETH treasury. The number of ETH generated from staking rewards. The pace and scale of its capital-raising activities and the resulting share dilution. ETH in Sta
$Bullish(BLSH)$ Bullish IPO: A Promising Rocket Ride in the Crypto Bull Market The recent initial public offering (IPO) of Bullish, the cryptocurrency exchange backed by the influential Peter Thiel and parent company of CoinDesk, has sparked significant excitement in the financial world. With the company raising over $1.1 billion by pricing its IPO above the expected range, there’s a clear indication of robust investor confidence. The related stock BLSH is already showing a promising +5.51% post-market gain, trading at $7.75. This sets the stage for what could be a stellar debut, and here’s why I’m bullish on Bullish. Firstly, the backing of Peter Thiel, a renowned venture capitalist with a track record of successful investments, lends considerabl
$Circle Internet Corp.(CRCL)$ Circle’s Dip: A Golden Opportunity to Buy at the Bottom Circle, the fintech giant behind stablecoin USDC, is at a crossroads that presents a compelling case for optimism. Despite a 5% drop in its Class A common stock due to the filing to sell 10 million shares and a reported net loss of $482 million in the second quarter (compared to a $33 million profit a year ago), there are strong reasons to view this as a buying opportunity rather than a red flag. With CRCL stock showing a modest +0.11% post-market gain at $15.33, the market may already be signaling a potential turnaround. Circle’s core strength lies in its impressive revenue growth. The company reported a 53% increase to $658 million, surpassing Wall Street’s est
Overview – Optimism Drives Record Highs Global equities extended gains as growing certainty over a US Federal Reserve rate cut next month fueled risk appetite. Major US benchmarks touched new highs, European markets climbed to near two-week peaks, and Asian equities saw broad-based advances, with technology and healthcare leading the charge. Wall Street Momentum Continues US stocks sustained their upward trajectory, supported by easing rate expectations. The Dow Jones $DJIA(.DJI)$ surged 1.0% (+463.66 pts to 44,922.27), marking fresh record territory. The S&P 500 $S&P 500(.SPX)$ added 0.3% (+20.82 pts to 6,466.58), while the
Take Advantage Of Ethereum Rally - ETH and SOL Barbell Strategy
Ethereum (ETH) recently surged past $4,700, climbing over 8% in 24 hours and now trading around $4,733—just 1.4% below its all-time high. This rally has been fueled by institutional accumulation and corporate treasury strategies, with Ethereum-focused entities like $BitMine Immersion Technologies Inc.(BMNR)$ and $SharpLink Gaming(SBET)$ significantly increasing their holdings. As ETH continues to outperform Bitcoin and attract capital, Ethereum-linked crypto platform stocks have seen a correlated uptick. Will the Rally Continue? Several factors suggest the rally could persist: Institutional Demand: Ethereum treasuries now hold over $16.4 billion in ETH, reflecting growing confidence. Technical Momentum: A
A Premium Brand Trading at a Deep Discount Amid Tariff Headwinds
$Lululemon Athletica(LULU)$ Lululemon Athletica (NASDAQ: LULU) is experiencing one of its most challenging years in over a decade. Year-to-date in 2025, shares have fallen over 51%, and the stock is down more than 63% from its all-time high. This steep decline stems from a confluence of factors: rising tariffs on imported goods, slowing U.S. revenue growth, and a softer macroeconomic environment that is dampening global consumer demand. Yet beneath these short-term challenges lies a company with exceptional fundamentals. Over the past decade, Lululemon has grown revenues at a compounded annual growth rate (CAGR) of 19.5%, increased operating profit margins from 17.3% to 23.4%, and maintained returns on invested capital (ROIC) far above its cost of
Beyond the Euphoria: Navigating Market Uncertainty
$S&P 500(.SPX)$ A Relentless March to New Highs Wall Street’s optimism shows no signs of slowing as several major investment banks have raised their year-end S&P 500 price targets, with one of the most bullish projections now pegging the index at 6,600. That figure represents a significant leap from current levels and implies the market still has room to extend an already record-breaking rally. The move comes amid a combination of stronger-than-expected corporate earnings, continued AI-driven enthusiasm, and a resilient U.S. consumer—despite tighter financial conditions. While skeptics warn that valuations are stretching historical norms, the bulls counter that the market’s leadership is broadening beyond the tech-heavy megacaps, creating
Tencent Beats Q2 2025 Revenue: Can AI Power the Next Leg of Long-Term Growth?
$TENCENT(00700)$ Tencent’s second quarter of 2025 arrived with the kind of print investors have been waiting for: double-digit top-line growth, expanding gross margins, and clear evidence that artificial intelligence is starting to show up in the numbers—not just in slide decks. Revenue climbed 15% year over year to RMB 184.5 billion, with gaming, marketing services (advertising), and AI-related cloud activity all contributing, while non-IFRS operating profit rose 18% and free cash flow improved. Just as importantly, management struck a disciplined tone on AI spending, emphasizing “spend smartly” rather than “spend at any cost.” Shares responded briskly in Hong Kong, closing up roughly 4–5% on the day of the release, as the market recalibrated ex
Tencent Music Entertainment Group Skyrocketed 500%: Can Growth Last—or Is It Time to Cash Out?
$Tencent Music(TME)$ Tencent Music Entertainment Group (NYSE: TME; HKEX: 1698) has been on a tear. From the capitulation lows of 2022 to early August 2025, the ADR has rallied well over 500%, vastly outpacing global equity benchmarks. The rally has been powered by accelerating subscription growth, expanding ARPPU, and a steady pivot away from lower-quality social entertainment revenue toward a premium, subscription-led model. With shares pressing fresh 52-week highs after a strong Q2 print, investors face a classic late-cycle question: does the growth runway still justify owning TME at these levels—or is it time to crystallize gains? A New Phase for China’s Streaming Champion Tencent Music’s strategic rebalance is bearing fruit. The company’s Q2 FY
🟩 📈 Ready to power up your SGX portfolio? Join Iggy as we dive into Olam’s 573% profit surge and what it means for you as a Singaporean investor. This video is packed with insights on today’s top SGX movers, shedding light on key shifts like Olam’s dramatic restructuring success, Starhub’s dividend stability amidst profit drops, and CLI’s strategic asset sales. Whether you're looking to refine your investment decisions or spot hidden opportunities in quality stocks, this daily digest breaks it all down into actionable takeaways. 🧐 Discover how SGX companies are focusing on sustainable cash flows over flashy one-time gains. From ComfortDelGro’s international growth to MapleTree Logistics Trust’s smart divestments, we’re uncovering stories that matter for your financial strategies. ✨ Investi
Citigroup indeed raised its year-end S&P 500 target to 6,600, up from 6,300, signaling continued optimism in the equity markets. This marks its second upward revision in just two months . What Is Driving This Bullish Outlook? Corporate Tax & Spending Legislation: The U.S. tax and spending bill enacted on July 4, 2025, is expected to lower the corporate tax burden and enhance employee benefit access—factors that Citi believes will underpin improved forward earnings . Resilient Earnings Momentum: Over 81% of S&P 500 companies have exceeded earnings expectations, driven by robust results from the tech-heavy "Magnificent Seven," which continue to anchor market performance . Rebound from Earlier Tariffs: After bottoming in April due to “Liberation Day” tariff jitters, the S&P 50
Market OverviewThe benchmark S&P 500 and Nasdaq indexes hit new closing highs for the second straight day on Wednesday(Aug 13) on hopes that the Federal Reserve was getting close to a monetary easing cycle.Regarding the options market, a total volume of 55,781,959 contracts was traded.Top 10 Option VolumesSource: Tiger Trade App$Advanced Micro Devices(AMD)$ stock rose 5.41% to a 52-week high. The stock, currently trading at $184.42 and commanding a market cap of $299.82 billion, has shown remarkable momentum with a 56% surge over the past six months. Mizuho has raised its price target on AMD to $205 from $183 while maintaining an Outperform rating, citing continued growth in hyperscaler capital expenditure and additional tailwinds from China.Th
The White House confirmed on the 12th that two American chip manufacturers, Nvidia and AMD, have agreed to a special agreement to hand over 15% of their chip sales revenue in China to the U.S. government in exchange for export licenses for related products. The White House said the agreement could be expanded to more companies in the future. On August 12th, local time, White House spokesman Karoline Leavitt said at a press conference that at present, such agreements only involve these two companies, "but they may be extended to other companies in the future". She also said that the U.S. Department of Commerce is still studying the relevant legal basis and specific operation methods, and the details will be further explained by the Ministry of Commerce.Bank of America (BofA) analysts reveal