@koolgal:๐๐๐What just happened with $SanDisk Corp.(SNDK)$ after hours meltdown? SanDisk guided its next quarter revenue midpoint to USD 10.55 billion, slightly missing Wall Street's high expectation of USD 10.82 billion. SanDisk sank 7% in after hours trading, compounding an earlier session drop to trade near USD 1255. This is way down from its USD 2,354 June high. Investors dumped the stock in a panic, treating a tiny revenue guidance miss like a total collapse. However this is definitely not the death of storage super cycle. Demand for Enterprise SSDs is still outpacing global manufacturing capacity. SanDisk's revenue skyrocketed 372% year over year with gross margins of 84.6%. SanDisk is an amazing stock with zero debt and is flushed
@koolgal:๐Just when everyone prepares for a massive supply dump, $SpaceX(SPCX)$ pulls a U-turn & jumps 7% to USD 116.26. Leave it to Elon Musk to defy the laws of market gravity just as 911.5 million SpaceX shares unlocked. Why has the rocket suddenly ignited? It turns out that Elon Musk pulled a rabbit out of his hat to save the lockup expiration day. He announced a massive exclusive partnership with $NVIDIA(NVDA)$ Investors decided that the post earnings AI panic was overdone & started to buy the dip. Sister Wood led the way. Her timing was perfect. The USD 105 low was the bottom. The other way is to smash the bottom later. This 7% bounce is just a short term sentiment d
@Shyon:Iโd say Iโm definitely the FOMO trader ๐. If a stock drops 20%, my first thought is whether this could be the dip Iโve been waiting for. And if I sell only to watch it jump 15% the next day, Iโll probably feel the urge to jump back in. Watching everyone around me make money makes staying on the sidelines even harder. The challenge is knowing whether Iโm seeing a real opportunity or simply reacting to FOMO. A sharp pullback can be attractive when the fundamentals remain strong, but chasing a stock just because itโs running can turn a good idea into a bad entry. Iโve learned to manage this with position sizing and DCA rather than blindly chasing every move. So, in one sentence: Iโd rather risk missing the perfect entry than watch a stock take off without meโbut Iโm learning to turn FOMO int
@TigerNews_SG:SG Morning Call | STI Opens 0.3% Higher; Venture up 7%; SGX, OCBC Bank up over 2% on Strong Earnings; DBS Rises Slightly; UOB Falls over 2%
@koolgal:๐๐๐ $Microsoft(MSFT)$ is an immediate take-profit and wait signal. While it remains an absolute tech titan, the broader market is losing steam. Institutional funds are piling into the stock as a temporary bunker. When everyone runs into the same room at the same time, the room gets incredibly expensive. Microsoft's "independent market" run isn't because of a sudden spike in earnings. It is because it is used as a corporate blanket. Microsoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship. Right now Microsoft's Forward P/E ratio sits around 25.5x. This means that investors are paying a premium compared to the aver
@Shyon:$SpaceX(SPCX)$ I decided to average down my $SpaceX(SPCX.US) position because the recent pullback is starting to look more like a near-term reset than a change in the long-term story. After the heavy selling pressure following its first earnings report and the post-IPO share unlock, the stock appears to be finding support and beginning to rebound. For me, this is exactly the kind of weakness I'm willing to use to improve my average entry price, especially if momentum continues to stabilize. I'm not trying to catch the exact bottom, but the risk-reward looks more attractive now compared with chasing the stock at much higher levels. Fundamentally, I still see several powerful long-term growth drivers. SpaceX is not simply a launch company โ Sta
@koolgal:๐๐๐TGIF! Should investors chase the risk or bag the profits? Strategy A: Ignore the choppy charts, assume the macro panic is seasonal noise and aggressively buy tech names like $SK hynix(SKHY)$ $NVIDIA(NVDA)$ that have pulled back from their all time highs. The risk is that you may find out the hard way that the old dog tech sector is actually a wolf in disguise, ready to chew a big hole through your portfolio. Strategy B: Take the money & run Put the profits securely in the bag, tighten your trailing stops & wait until the bad news hit like high inflation. The reward is that you protect your hard earned capital, preserve your sanity & guarantee that you have plenty of dry
@Shyon:I don't think the recent tech sell-off means the AI bubble is bursting. To me, this is more of a reset in valuation and expectations after a massive rally. I remain bullish on the long-term AI trend, but I'm becoming more selective: $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ remain attractive due to their strong competitive positions, while $Micron Technology(MU)$ offers long-term HBM and memory exposure but comes with higher cyclicality. I prefer to buy gradually rather than trying to call the exact bottom, and I'm especially cautious with leveraged ETFs because
@Barcode:$Phillips 66(PSX)$$Marathon Petroleum(MPC)$ $Valero(VLO)$ ๐ $PSX Q2 2026 Earnings: Debt Falls $6.6B in One Quarter as Refining Margins Roar Back Phillips 66 delivered an exceptional turnaround in Q2. Adjusted earnings surged to $3.8 billion ($9.41 EPS) as refining crack spreads rebounded sharply, while operating cash flow reached an outstanding $7.26 billion. Management used the cash windfall to reduce total debt by $6.6 billion in a single quarter, leaving net debt at just $16.5 billion and bringing its long-term leverage target years closer than expected. The real story wasnโt just stronger earnings. It was elite cash generation translating
@koolgal:๐๐๐ $Circle Internet Corp.(CRCL)$ has just reported an adjusted EPS of USD 0.18, fully satisfying Wall Street expectations. However its total revenue and reserve income climbed 7% year over year to USD 701.3 million, marginally missing the optimistic USD 717.5 million analyst estimate. Despite Circle achieving operational milestone, its stock sank 4% to trade around USD 60.70, pushed down by fearful investors. There is no real bubble to squeeze as Circle has already shed significant value from its peak of USD 189.92. While the broader digital asset market capitalisation plummeted by 40% year over year, Circle managed to expand its active USDC circulation by 19%. Wall Street is also ignoring the fact that Circle has set in a laun