$Microsoft(MSFT)$   $Alphabet(GOOGL)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Opened Bull Put spreads on MSFT and GOOGL today as [USD]  seems to be shifting from Semiconductors back to Mag 7, excluding TSLA and NVDA. Still believe in the instrinsic factors and business moat for these businesses. LETS GO![Salute]   @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[Claw]  

OpenAI is officially preparing to move beyond the browser, with recent reports indicating that the company’s first consumer hardware product will be a portable, screen-free smart speaker. $Oracle(ORCL)$   $Sonos Inc(SONO)$   $Alphabet(GOOG)$   $Amazon.com(AMZN)$   ​Designed as a "physical manifestation" of ChatGPT, the device is intended to function less like a traditional smart speaker and more like a proactive, human-like AI companion. ​Key Features of the Device ​"Alive" Personality: Unlike static smart speakers, this device will incorporate mechanical elements that move on their own

$RH PetroGas(T13.SI)$ 0.3 Target Price    RH PetroGas's near-to-medium-term growth catalysts are centered on the success of its 2026 exploration drilling campaign in Indonesia, primarily the NW Klagagi-1 (NWK-1) well currently being drilled and the upcoming Birawa-1 well . A successful discovery could unlock significant value, while the company's robust balance sheet (no debt and US$65.4M in cash) provides the financial stability to fund this organic growth without dilution. --Key Growth Catalysts & Supporting Data-- 1. Drilling Campaign as Primary Growth Driver: The most immediate and high-impact catalyst is the two-well exploration program for YR-2026. NW Klagagi-1 (NWK-1) Well: This well was spudded on 25-June-2026, ta

When Wall Street Can't Even Agree on Reality Every so often I come across a stock where the numbers tell one story and investors tell another. $Paramount Skydance Corp(PSKY)$ is one of those rare occasions. The company is covered by 27 analysts, yet only 52% rate it a Buy. That is effectively a coin toss for a company of this size. Even more striking, price targets range from just $2 to $20 a share, while the average target has quietly fallen by almost 10% over the past three months. That isn't normal disagreement over valuation. It's a disagreement over what Paramount Skydance will actually become. For me, that's what makes this one of the most fascinating investments in today's market. Investors aren't simply debating earnings; they're debating

$Netflix(NFLX)$ is scheduled to release its fiscal Q2 2026 earnings tomorrow, Thursday, July 16, 2026, after the market closes. With the stock trading roughly 25% lower year-to-date (underperforming the S&P 500’s 9% gain), expectations are relatively muted. This muted sentiment presents unique setups for short-term traders. Below is the breakdown of consensus expectations, the critical metrics that will move the stock, and actionable short-term trading opportunities. Q2 2026 Consensus Expectations Note on EPS: The sharp YoY decline in EPS is largely due to seasonal adjustments, higher content amortization in the first half of 2026, and a distorted Q2 2025 comparison. Netflix (NFLX) reported its fiscal Q1 2026 earnings on April 16, 2026. While

$Lucid Group Inc(LCID)$ $Rivian Automotive, Inc.(RIVN)$  $Tesla Motors(TSLA)$  🚨📉 $LCID Plunges Over 50% in Historic Sell-Off as Bankruptcy Rumours Swirl ⚡ $LCID suffered the largest one-day collapse in its history after an unconfirmed report suggested the EV maker was exploring strategic options, including a Chapter 11 bankruptcy filing or a Saudi-backed take-private transaction. The stock plunged more than 50% intraday, triggering multiple volatility halts and erasing billions of dollars in market value within minutes. Lucid has since issued a firm response, calling the bankruptcy and take-private reports “completely false.” Key developments

$JD.com(JD)$ $SK hynix(SKHY)$  $Alibaba(BABA)$  🚀 $SKHY vs $JD $BABA $BIDU: History Shows Every IPO Takes Its Own Path How have some of the biggest Asian tech companies performed after listing in the U.S.? The first year tells a fascinating story. 🏆 $JD was the standout performer: 📈 +26% after 1 month 📈 +48% after 3 months 📈 +67% after 12 months Meanwhile, two of the region’s biggest names struggled despite enormous investor excitement. 📉 $BABA: -32% after 12 months 📉 $BIDU: -40% after 12 months The lesson? A blockbuster IPO doesn’t guarantee blockbuster returns. History reminds us that market expectations, valuation and execution matter far mor

Intro. My last post on $Microsoft(MSFT)$ was back in 29 Apr 2026, just before it released its Q3 2026 earnings. click here ! to re-read the post. Since then, much have happened that caused it stock price of $424.64 per share to consolidate further. I think it is a timely revisit to see what have transpired between my last post until 08 Jul 2026. Agree ? The Verdict. Microsoft did not really break down after 29 Apr 2026; it just kept moving sideways because the market had already priced in a lot of the AI and cloud strength. Investors then focused on slower parts of the business, higher capex, and the question of how quickly AI spending will turn into even bigger profits. The

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $Microsoft(MSFT)$  🔥 $NVDA vs $TSLA: 66M Options Traded in 10 Days! Who Wins Next? 👀 $NVDA continues to dominate the options market, with an incredible 33.67 million contracts traded over the past 10 days. $TSLA is right behind with 32.22 million, proving AI and EVs remain the market’s favourite battlegrounds for traders. 📊 Top 10 by 10-day options volume: 🥇 $NVDA: 33.67M 🥈 $TSLA: 32.22M 🥉 $AAPL: 14.01M 4️⃣ $MU: 8.32M 5️⃣ $AMZN: 7.96M 6️⃣ $META: 7.71M 7️⃣ $MSFT: 7.43M 8️⃣ $SPCX: 7.15M 9️⃣ $INTC: 6.63M 🔟 $PLTR: 5.74M Tesla $TSLA remains one of the busiest names in the options market. Jefferies recently raise

$ProShares UltraPro QQQ(TQQQ)$  go go go up.. to the moon

$Nokia Oyj(NOK)$ 17 Target Price.  The primary driver for NOK is its successful transformation from a traditional telecom equipment provider into a core supplier for AI data center infrastructure. This transition is underpinned by surging demand for its optical network solutions and strategic partnerships. NOK Growth Catalysts & Quantitative Evidence: 1. Explosive Growth in AI & Cloud Business-- This is the primary near-term catalyst. The AI & Cloud division is experiencing explosive growth, with Q1 2026 revenue surging +49% YoY. It generated €1 billion in new orders in Q1-2026 alone, with a book-to-bill ratio of approximately 3x, indicating a strong demand pipeline that far exceeds current delivery capacity. Nokia h

Can TSMC's Record June Sales Steady the Chip Selloff? Korea Shakes Chip Sentiment Global technology sentiment weakened after $Samsung Electronics (005930.KR)$ and $SK Hynix (000660.KR)$ sold off sharply in Seoul. $SK hynix(SKHY)$   faced profit taking following its strong Nasdaq debut, while investors also questioned whether HBM4 shipments had increased as quickly as expected during the second quarter. Rising oil prices and geopolitical tensions added to the broader risk reduction. The selloff raised a larger question: has semiconductor sentiment weakened faster than the underlying AI demand? TSMC Delivers a Strong Counter Signal $Taiwan Semiconductor Manufacturing(TSM)$ 

Inside $Summit Therapeutics PLC(SMMT)$ $15 Billion Leap of Faith Every bull market eventually produces a stock that stops behaving like a company and starts behaving like a referendum. Right now, that stock may be Summit Therapeutics. On one side sit investors convinced ivonescimab is the most important oncology breakthrough in years. On the other are sceptics who see a company worth billions despite having virtually no commercial revenue and a single regulatory hurdle capable of changing everything overnight. The truth is that both camps have a point. And that is precisely why Summit has become one of Wall Street's most fascinating battlegrounds. Wall Street is pricing probabilities, not profits The Drug That Started the Argument Summit's investm

While everyone is chasing hyped-up AI software, smart money is quietly moving into the unsexy hardware that actually makes robots move. Enter Regal Rexnord $Regal Rexnord(RRX)$  —a boring, 100-year-old heavy industry giant trading at ~$214.90 ($14.3B market cap) that just accidentally positioned itself perfectly for the humanoid robot revolution. 🔩👇 🚨 THE MORGAN STANLEY BOMBSHELL: The 300x Bearings Boom Morgan Stanley just dropped a thesis that flips the robotics trade on its head. Forget the brains—let’s talk about the joints. Precision Bearings. 1️⃣ Architecture-Agnostic: It doesn’t matter if Tesla, Boston Dynamics, or Figure wins the humanoid robot war. They ALL require bearings to move. 2️⃣ 300x Growth by 2050: The market for robot bearing

1. Key News/Movements Worth Noting Geopolitics & Oil: Renewed U.S.-Iran hostilities (including strikes, revoked oil sale licenses, and threats) have kept oil volatile. Brent crude has traded around $76–79+/bbl recently after spikes, with concerns over the Strait of Hormuz. This supports energy stocks but adds broader risk. Earnings Season Launch: Big week ahead. Major banks (JPMorgan, Citigroup, Goldman Sachs, Bank of America, Wells Fargo) report starting Tuesday. Semis like ASML and TSMC mid-week; UnitedHealth and Netflix later. Expectations are high for banks and tech/AI exposure. Economic Data: CPI (likely Tuesday) and PPI (Wednesday) for June will be watched closely for inflation trends amid Fed rate considerations. Other items: Treasury budget, small business index, Fed speeches.

$Bumitama Agri(P8Z.SI)$ 2.5 Target Price Bumitama Agri's stock outlook looks promising, with analysts predicting a positive trend. The company's share price is expected to rise over the next 12 months, with an average price target of SGD$2, representing a 18% upside from the current price. *Key Highlights:* - *Revenue Growth*: Bumitama Agri is expected to achieve double-digit revenue growth, driven by healthy orders from biodiesel customers. - *Dividend Yield*: The company offers a dividend yield of 2.9%, with a history of increasing dividend payments. - *Analyst Ratings*: Bumitama Agri has a Strong Buy consensus rating, with analysts from Maybank Research, DBS Research, and UOB Kay Hian maintaining a Buy rating. *Price Targets:* - *Highest Targ

The week ending July 9, 2026, was characterized by significant cross-currents, balancing tech sector volatility with macro pressures. The broader indexes saw a mild consolidation due to escalating Middle East tensions and an accompanying spike in crude oil prices, which stoked fresh fears about sticky inflation and a potentially hawkish Federal Reserve. Despite a mid-week pullback in mega-caps, the tech and semiconductor sectors found solid footing late in the week, fueled by the massive $26.5 billion Nasdaq debut of South Korean memory giant SK Hynix and a landmark $30 billion partnership between Apple and Broadcom. Sector Recovery & Rotation Dynamics A distinct shift in market positioning is taking place as we head into the week of July 13. Rather than a total abandonment of tech, we

🌟🌟🌟 The Financial Sector is stepping directly into the spotlight as Q2 2026 bank earnings officially kick off this week.  This makes $Financial Select Sector SPDR Fund(XLF)$ an incredibly strong tactical and bullish buy.  Just last week before the reporting cycle began, XLF triggered a highly bullish technical Golden Cross where its 50 day moving average crossed above its 200 day moving average.  This specific chart setup historically precedes explosive mid term rallies.   With a backdrop of a higher for longer interest rate environment protecting margins and a massive revival in global Wall Street dealmaking, XLF offers the perfect blend of value, income and immediate earnings momentum. XLF's Core Fundamentals