The US customs duties haul just shattered all-time highs, raking in a staggering $288 billion over the past 12 months – a mind-blowing 3x jump from the $82 billion collected in the prior period. 😲 This explosion stems from aggressive tariff policies under the Trump administration, targeting everything from Chinese goods to European allies in a bid to boost domestic manufacturing and fund tax refunds. But the big question burning through markets: Who's actually paying this tax? Spoiler – it's not the foreign exporters as often portrayed. Tariffs are slapped on importers right at US ports, meaning American businesses bear the initial brunt, then pass costs down the chain to consumers through higher prices. This stealth tax has rippled across sectors, spiking inflation pressures by 0.5% and s

Yes, cautiously optimistic. Amazon’s decline reflects capex anxiety, not business weakness. The market is reacting to massive AI infrastructure spending, which depresses near-term free cash flow and raises uncertainty about returns. Investors are effectively pricing Amazon as a capital-heavy utility rather than a growth platform. However, this pattern has occurred before. Amazon historically invests aggressively ahead of demand, builds scale advantages, then monetises later. AWS itself went through this phase before becoming the company’s main profit engine. Today’s spending positions Amazon at the centre of AI compute, logistics automation, and data-driven commerce. If AI demand scales as expected, early infrastructure builders benefit from operating leverage and strong lock-in. Near ter

Yes, cautiously optimistic. Amazon’s decline reflects capex anxiety, not business weakness. The market is reacting to massive AI infrastructure spending, which depresses near-term free cash flow and raises uncertainty about returns. Investors are effectively pricing Amazon as a capital-heavy utility rather than a growth platform. However, this pattern has occurred before. Amazon historically invests aggressively ahead of demand, builds scale advantages, then monetises later. AWS itself went through this phase before becoming the company’s main profit engine. Today’s spending positions Amazon at the centre of AI compute, logistics automation, and data-driven commerce. If AI demand scales as expected, early infrastructure builders benefit from operating leverage and strong lock-in. Near ter

Netflix Heads for Rebound; Nvidia Sees Higher Short Volume $Netflix(NFLX)$  's stock gained 1.4% Friday, as the streaming giant sought to stage a rebound after a surge in trading in borrowed shares that were sold short fueled the slump to its lowest level since 2024. Short volume jumped to 7.82 million shares Thursday, from 3.97 million shares a day earlier, as the stock fell 4.72%. Yesterday, activist investor Ancora Holdings reportedly urged the board of $Warner Bros. Discovery(WBD)$   to reject the offer by $Netflix (NFLX.US)$ and reconsider a rival bid by $Paramount Skydance Corp(PSKY)$ <

NVDA, AVGO See Heavy Put Selling as Traders Bet on a Range During Friday’s session, the options market saw sizable deep out-of-the-money put activity in $NVIDIA(NVDA)$   and $Broadcom(AVGO)$  . The trades were executed largely at the bid and came against extremely low prior open interest, suggesting new positions were being established. Structurally, the activity points to a neutral-to-bullish strategy in a choppy market environment: selling far out-of-the-money puts to collect time premium, while retaining the ability to accumulate shares should an extreme pullback occur. Starting with AVGO, roughly 4,610 contracts of the March

Bitcoin's 4% Rebound Not Enough to Halt Rush for Insurance Against Slump Bitcoin may be up more than 4% Friday, but the options market for the largest exchange traded fund tied to the cryptocurrency foretells a story of large speculators and institutional investors still holding on to insurance from a potential continued slump.  The biggest open interest in $iShares Bitcoin Trust(IBIT)$  options are in put options that could pay off should the price fall below $35. The last time the fund traded below that level was on Sept. 18, 2024, when Bitcoin was still at $60,232.24. It was at $68,937 at 3:12 p.m. Friday in New York. That $60,000 level is closely being watched in the cryptocurrency market, with som

$Amazon.com(AMZN)$ $Alphabet(GOOGL)$  $NVIDIA(NVDA)$  🚨❓📰 $AMZN Is the Bloodbath 🩸Over? Post-Earnings Reversal or Sustained Pressure? Amazon ended a 9-session decline, its longest since 2006, after an 18% slide erased $470 billion in market value! Q4’25 results: revenue $213 billion (+14% YoY, beat est.), AWS $35.6 billion (+24% YoY, fastest in 13 quarters), operating income $25 billion (beat est.), but EPS $1.95 (slight miss). Guidance flags $200 billion 2026 capex, primarily for AI infrastructure and AWS expansion, amid surging demand ~ backlog up 40% to $244 billion. Fundamentally, AWS reacceleration positions Amazon for mid-20s% growth, d

$Coinbase Global, Inc.(COIN)$ $CME Bitcoin - main 2602(BTCmain)$  $Strategy(MSTR)$  🚀📈🚀 Coinbase $COIN is rocketing today! Coinbase is up ~15%, with aggressive bullish flow backing the move: • $4.8M+ in calls Bought • $4.9M+ in puts Sold ❓👉 Was this bottom? $COIN $134 to $167 Huge 🥇 winner $COIN may have saved the market after all! Today marks $COIN’s BEST trading day since June 2025! 💥 Analyst Price Target 🎯 Updates ~ PTs now range from $350 (HCW) down to $148 (Barclays). 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big mo

Perfect! All well

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Fast! Trading fast

Also for the coinbase vote, the more likely result was a decline, considering how markets have been playing out these couple of weeks. Crypto is in for a rough ride, with trunp satisfied with the wealth he made when becoming president and is no longer helping to generate hype

Apprehensive. Everything looks a little frail right now, and there is a need to sort through the noise. I believe that the time was due for many overvalued companies to have a price reset. 2025 was a wild ride upwards for seemingly everyone. It is however not easy to know if the bigger companies like $Microsoft(MSFT)$ has looked into their problems and have a improved plan moving forward. Interesting to note that gold has not continued climbing even while stocks looked bad, I might want to pick up a little more if a big drop happens.

$CNMC Goldmine(5TP.SI)$ 2 Target Price. CNMC Goldmine Holdings (5TP) Simply Wall St Financial Health Rating: ★★★★★☆ Overview: CNMC Goldmine Holdings Limited is an investment holding company focused on the exploration and mining of gold deposits in Malaysia, with a market cap of SGD478.24 million. Operations: The company's revenue is derived entirely from its mining operations, totaling $88.33 million. Market Cap: SGD478.24M CNMC Goldmine Holdings has demonstrated robust financial health, with operating cash flow significantly exceeding its debt obligations. The company has a seasoned management team and board of directors, contributing to stable operations. Short-term assets comfortably cover both short- and long-term liabilities, enhancing liq

Bad, lost a bit

My stock in focus today is $NEBIUS(NBIS)$ after its latest earnings. Q4 capex jumped to $2.1B as the company aggressively expanded AI chips and data centers to meet demand that still exceeds supply, with further global expansion underway. Revenue surged more than sixfold year over year to $227.7M, while losses widened due to heavy investment. Like $CoreWeave, Inc.(CRWV)$ , Nebius is riding the AI infrastructure wave and benefits directly from supplying Nvidia chips and cloud capacity, with contracted power capacity now above 2GW. Management is guiding for a sharp ramp in annualized revenue into 2026, reflecting confidence in sustained AI demand. Technically, the stock is holding firm near its EMA200,

Exciting, won a lot

🌟🌟🌟"Unshaken" is the word I would use this week.  With markets swinging like a monkey from branch to branch -chaotic, noisy and unpredictable - I am still here, steady on my branch, waiting to snap great stocks at bargain prices - because volatility doesn't scare me, it just widens the discount aisle. I believe that $Amazon.com(AMZN)$ is currently on sale as it is trading below USD 200, down 2%.  It has fallen 18% over the last 10 days. This can be attributed to capex shock after Amazon announced a massive USD 200 billion capex plan for 2026 to expand AI and AWS infrastructure. Many analysts view the recent sell off as an opportunity, suggesting the stock maybe undervalued relative to its long term potential. Consensus target price is