@Shyon:I think Nvidia $NVIDIA Corp(NVDA)$ will close at $180 this week. With the H20 license officially approved and China orders flowing again, Nvidiaโs China strategy has clearly paid off. Jensen Huangโs ability to navigate both Washington and Beijingโmeeting Trump on one hand and showing up at the China Chain Expo on the otherโsignals a masterclass in geopolitical balancing. The fact that he secured an indefinite export license for the H20 speaks volumes about Nvidiaโs long-term positioning in China, especially with ByteDance now emerging as a top customer. The demand from China, especially after the LLM frenzy and DeepSeekโs explosion, is nothing short of massive. $16 billion worth of chips in Q1 alone is a staggering figure, and this could very we
@koolgal:๐๐๐Is making money with Nvidia more reliable than waiting for a raise? Nvidia is up 1500% in 5 years. It is fast in terms of speed if timed well. But the emotional impact can be higher as I can get occasional panic attacks. Salary raise is slow and steady, perhaps annually, if lucky. However it sometimes require begging nicely. ๐๐๐ Unless my boss is Jensen Huang, Nvidia's stock probably moves faster than my salary. However Nvidia stock doesn't come with annual leave or free medical benefits. @Tiger_comments @TigerStars @Tiger_SG @CaptainTiger<
NVDA 's Rally Reloaded: Will it Close Above $175 This Friday? [Thinking] . NVIDIA 's stock just hit ๐ฏ$172, riding a fresh wave ๐ of optimism after announcing it will resume H20 chip sales to China [Wow] . The U.S. government has assured license approvals & deliveries could begin soon - A dramatic reversal from April's export ban that cost NVIDIA billions [OMG] . This move isn't just Bullish ๐๐ - It's a strategic Masterstroke. The H20 chips, designed to comply with U.S. restrictions, unlock access to one of NVIDIA's biggest market. Add in the launch of the RTX PRO, a fully compliant GPU tailored for China, & you got a recipe for sustained momentum. ๐ ๐ Following the news, NVDA surged 4.04%, & analysts are already eyeing $210-250 [OMG]
@koolgal:๐๐๐Despite the ongoing US tariffs concerns, I am so happy that the Singapore Stock Market is having a great rally with many blue chips stocks up all time highs! One of the best performing ones is $ST Engineering(S63.SI)$ as I am up more than 100%. It is so exciting to see the sea of green! My belief in Singapore stocks is paying off big time! ๐ฅฐ๐ฅฐ๐ฅฐ๐๐๐๐๐๐๐ฐ๐ฐ๐ฐ๐ธ๐ฌ๐ธ๐ฌ๐ธ๐ฌ @Tiger_SG @TigerStars @Tiger_comments @CaptainTiger
@Barcode:$NVIDIA(NVDA)$$GraniteShares 2x Long NVDA Daily ETF(NVDL)$$Taiwan Semiconductor Manufacturing(TSM)$ ๐จ๐ฅ๐NVIDIA $NVDA JUST BLEW THROUGH $170 FOR THE FIRST TIME IN HISTORY. Futures ripped across the board, and this is no longer just a stock breakout. Itโs a strategic inflection point, driven by geopolitical clarity, tech diplomacy, and a total repricing of Nvidiaโs global AI dominance. ๐จ๐ณ CEO Jensen Huang just confirmed that Nvidia will resume H20 GPU sales to China with US regulatory clearance reportedly in place. Alongside that, he unveiled the new RTX PROโa fully compliant GPU designed specifically for digital twin AI in Chinese smart factories and logistics hub
The Q2 earnings season kicks off with a heavyweight lineup - Citi, JP Morgan, Well Fargo, Goldman Sachs, Bank of America, & Morgan Stanley all reporting this week. In Q1, they crushed expectations & set tone for a Bullish ๐ season. But Q2 started with trimmed estimates, raising the question: Are we set up for surprise beats?[OMG] . Despite April's tariffs - driven Sell-Off, Big Banks rallied hard - Goldman surged nearly 30%, & JP Morgan, Citi & Wells Fargo all ๐ฏ hit record highs.[Call] ๐. The sector outpaced the S&P500, fueled by strong trading, IPO activity, & a lighter regulatory touch. ๐ ๐ Volatile markets often play in favour of banks, especially those with robust investment banking arms. Goldman & Morgan Stanley could shine if M&A &
@Shyon:I am frankly alarmed by Trump's relentless push for new tariffs, kicking off another round of tariff wars. On July 12, he slapped a 30 percent tariff on imports from Mexico and the European Union, and just a day earlier, on July 11, he announced a 35 percent tariff on goods from Canada, set to hit on August 1. This aggressive approach feels like overkill, and I'm growing skeptical about its effectiveness given how frequently he's resorting to this tactic. I'm convinced the market won't just shrug off this new wave of tariffs with a blind eye. These hefty levies are bound to stir up chaos, and I expect volatility to spike as investors panic. With the implementation looming in a couple of weeks, I'm bracing for a rough ride, and I doubt the market can stomach another round of trade disruptio
A New All-Time High Meets a Political Power Play? Bitcoin has smashed through the $199,000 mark, setting a fresh All-Time High [OMG] & sending shockwaves through the crypto world ๐. But the real fireworks ๐ may come from Washington, where Crypto Week (July 14-18) kicks off with 3 Heavyweight Bills on the table. The Legislative Trio: GENIUS, CLARITY & Anti - CBDC. GENIUS Act: Sets the rules for fiat - backed stable coins, giving firms like Circle a regulatory runway to scale.[Wow] CLARITY Act: Defines what counts as a security vs. Commodity, finally giving exchanges & token issuers a playbook. CBDC Anti - Surveillance State Act: Block the Fed from launching a Central Bank Digital Currency, citing privacy concerns. Together, this bills aim to fulfill President Tr
Record - Low CPI Meets Tariff Turbulence: Bullish ๐ or Blah ๐ญ? June CPI is protected to cool to 2.3%, potentially the lowest since Jan 2019. A win for inflation - watchers? Maybe ๐ค. But don't get too comfy - Trump's tariffs are warming up on the sidelines, ready to stir next month's data.[OMG] The Fed 's dot plot still shows 2 rate cuts this year, & a soft CPI supports that view. But Powell wants signs of a cooling ๐ชญ labour market before cutting โ๏ธ, & tariffs could muddy the inflation waters just as clarity arrives [Sigh] .So, what's the market mood? [Helpless] Cautiously optimistic. CPI relief could trigger a Short - Lived rally [Sweats] but traders are already pricing in those cuts. Tariffs impact or weak job data could flip the script
It's Day 1 for NTT DC still too early to assess [Onlooker] I will wait & see.... At least 6months [OMG] . Currently still prefer KDC Reit as it has proven itself & I'm vested [Chuckle] . Other Reits that I might be interested will be Parkway Life Reit [Smile] Lets see their performance ๐ & decide later ๐