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00:28
$Tesla Motors(TSLA)$ added more long position ahead of robotaxi launch! 
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06-21 14:13
šŸ” SORA has been trending lower — the 3‑month SORA is now around 2.26 %, with 1‑month SORA at about 2.19 % (June 2025) . This steady decline reflects stronger capital inflows and easing borrowing demand in Singapore, a clear signal that monetary conditions are loosening. But what's the broader picture for fixed deposits? šŸ“Œ Context  • SORA replaces SIBOR/SOR as the benchmark for SGD lending — it's fully transaction‑based and more transparent . • Historically, 3‑month SORA peaked near ~3.6 % in late 2024 and has fallen over 130 basis points in a year — a meaningful downward trend . • MAS expects SORA to edge lower through 2025 as inflation eases, though upside risks remain if global and U.S. rate narratives pivot . šŸ’” Insights for Fixed Deposit Strategy 1. Right‑time your FD – With floati
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06-21 14:04
šŸ“ˆ Markets Today (20 June): Calm Before the Storm or the Start of a Pullback? Dow is flat, Nasdaq's slipping, and S&P is a touch red. After a strong June rally, are we pausing for breath—or bracing for the next big move? šŸ—žļø Headlines to watch: Fed speeches later could give clues on rate timing. Tech stocks cooling off—profit-taking or trend reversal? Oil holding steady—good for transport, unclear for inflation. Solar and renewables saw major dips this week (see $Enphase Energy(ENPH)$  , $First Solar(FSLR)$  )—bottoming or still falling? šŸŽÆ My watchlist today: $NVIDIA(NVDA)$   ā€“ the AI darling has shown signs of fatigue. Still
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06-20 14:08
ā˜€ļø Solar Stocks Meltdown: Tax Credits Gone, Hope Too? Or a Green Buy-the-Dip? šŸ’„šŸŒ± Ouch. Solar stocks just got scorched. šŸ”„ Sunrun and SolarEdge have plunged more than 40%. Enphase Energy’s down over 26%, and even the mighty First Solar isn’t spared—losing over 20%. The spark? A U.S. Senate proposal to fully eliminate tax credits for solar and wind energy by 2028. That’s a direct blow to a sector that has leaned heavily on policy tailwinds to fuel its growth. šŸ“‰ Let’s be honest—this wasn’t just a policy shock. The entire sector was already wobbly. High interest rates made rooftop solar financing expensive. Panel oversupply from China dragged down margins. And now with Uncle Sam threatening to pull the plug on subsidies, investor confidence has collapsed. But here’s the thing: I’m not writing o
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06-20 14:06
Pop Mart Cracks - Bubble Burst or Buy-the-Dip Moment? šŸŽˆšŸ“‰ Pop Mart ($POP MART(09992)$  ) dropped over 5% again yesterday—and it's not a one-off. We might be witnessing the tail end of a hype cycle that once felt unstoppable. The Labubu craze, blind box mania, and premium collector culture all helped fuel Pop Mart's rally... but what happens when the market decides it's seen enough? šŸ“‰ Signs of Peak Euphoria Valuation was pricing in infinite demand from Gen Z collectors. Labubu figures flooded resale platforms—too much supply, not enough fresh demand. The company started expanding aggressively overseas, including licensing deals in Japan and Southeast Asia, but without material profit uplift yet. 🚨 The writing was on the wall: whenever a t
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06-20 14:04
HK IPO Fever Is Real! šŸ’„ Made a 2x or Caught in a Pump? šŸ§§šŸ“ˆ Let's talk about the red-hot Hong Kong IPO scene—because it's not just heating up, it's exploding. In the first half of 2025, HKEX has raised $12.8 billion, far outpacing both Nasdaq and NYSE. That alone is a statement—but here's the kicker: 70–80% of those IPOs are profitable right now. Let that sink in. Mainland China investors are swarming the IPO pipeline. Even AI-assisted trading platforms in Singapore have jumped in. It's become the go-to playground for fast money in Asia. This week, the spotlight's on Sanhua Holdings, a name being thrown around in chatrooms and brokerage circles as the next potential breakout. So what's really going on here? Let me share my take. 🧠 My 3 IPO Insights 1. Timing is Everything – The best entries
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06-20 14:01
"Trump Tariffs" Are Back?! I Bought the April Dip—Would You Dare Again? šŸ“‰šŸ“¦šŸ’” Here we go again—tariffs are back in the headlines, and markets are reacting. According to Bloomberg, Trump is preparing a fresh round of broad-based tariffs that could impact a huge chunk of imports. This time, it’s not the classic country-specific shock—we’re talking about a blanket-style approach that might be harder to challenge in court, but just as disruptive. If you were in the market back in April, you’ll remember the jitters. I certainly do. That week, sentiment cratered, tech names got whacked, and headlines screamed uncertainty. But under the surface, I saw something else: opportunity. šŸ’” On April 18, I added exposure to $NVDA and $SPY during the tariff-fueled selloff. Why? Because the fundamentals didn:t
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06-20 13:56
ARK Offloads $Circle Internet Corp.(CRCL)$   but Stock Keeps Soaring—Top of the Trend or Just Getting Started? šŸš€šŸ“ˆ Circle's price action this week is a case study in market irony: Cathie Wood, the queen of innovation investing, trims her stake in Circle for the second day in a row—yet the stock surges toward $200, threatening to overtake Coinbase in market value. 🧨 For traders, this is a perfect cocktail of momentum and narrative: ARK Invest reshuffles its portfolio, increasing exposure to AMD and TSMC while unloading Circle. The result? Circle climbs even higher. This raises a curious question: Is Cathie's sale a signal to sell, or has it become a contrarian buy signal instead? šŸ¤” The ā€œsell-the-newsā€ crowd is scratching their heads,
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06-20 13:53
Robotaxi Era Begins—Would You Ride Tesla’s Self-Driving Taxi? šŸš—šŸ¤– It's finally happening—Tesla is rolling out its pilot program for ā€œFull Self-Drivingā€ (FSD) Model Y robotaxis in Austin, starting June 22. Whether you're a long-time Tesla bull or a tech skeptic, this moment could be the start of a massive disruption in the global ride-hailing industry. Tesla isn't the first in the robotaxi space. Waymo is already live in San Francisco and Phoenix. And here's the surprise—despite fares being 41% higher than Lyft and 31% higher than Uber, Waymo has captured over 25% of SF's ride-hailing market, even overtaking Lyft. That’s a stunning stat for an autonomous taxi service. Why are people choosing more expensive rides with no driver? According to customer feedback: No awkward small talk šŸ™ƒ Smoother
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06-19 23:03
$Tiger Brokers(TIGR)$ We often associate stock market losses with reckless gamblers or uninformed beginners. But the harsh truth? Even the smartest investors lose money—sometimes spectacularly. It’s not always about knowledge. It’s about discipline, emotion, timing, and risk management. šŸ§ šŸ’ø Let’s be honest: every investor—regardless of how experienced or analytical—goes through distinct psychological phases. And recognising where you are in this cycle might just save your portfolio from another unnecessary dip. šŸ“‰ Phase 1: The Overconfident Rookie This is where many retail traders begin. You learn a few buzzwords like ā€œsupport/resistance,ā€ maybe follow a few TikTok gurus, and soon start YOLOing into meme stocks, penny stocks, or 0DTE options. Maybe
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06-19 23:00
Israel ETF Hits New High, HK & A-Shares Slide—Will Divergence Persist? A curious divergence is playing out in global markets. As the Israel ETF ($ISRA) surges to fresh highs, equity benchmarks in Hong Kong and China A-shares continue their downtrend. Behind these moves lies a combustible mix of geopolitical risk, regional economic divergence, and shifting investor sentiment. The question now is: will the Israel ETF continue to outperform, or are we at the peak of a geopolitical premium? šŸ‡®šŸ‡± Israel ETF Rally—Driven by Tensions or Fundamentals? The recent spike in the Israel ETF is strongly correlated with rising Middle East tensions, particularly reports that the US may be preparing for military action against Iran. Former President Trump’s warnings of ā€œunconditional surrenderā€ and Ameri
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06-19 22:57
Two Rate Cuts?! Bull Market Extended or a Trap in Disguise? [Call]  [Put]  [USD]  [Allin]   The Federal Reserve’s recent decision to keep interest rates unchanged sent a ripple through global markets, but what’s really capturing investors’ attention is the prospect of two potential rate cuts in the second half of 2025. With the Fed’s dot plot still signalling two cuts, the conversation has shifted from ā€œifā€ to ā€œwhenā€ these cuts might happen. Yet, in a market that’s already priced for perfection, are these rate cuts really a catalyst for further gains, or is there a risk that we’re staring down a bull trap in disguise? šŸ“‰šŸŸ¢ [USD]  Market Context: Why the Fed Matters So Much For equity investors, rate cuts are generally seen as fuel for ri
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06-18
šŸš€ Coinbase Eyes Tokenized Stocks: A New Frontier in Equity Markets? šŸ”—šŸ“ˆ Coinbase is once again stepping into uncharted territory—this time, not with crypto coins or NFTs, but with tokenized stocks. According to its Chief Legal Officer, the company is actively seeking approval from the U.S. SEC to launch a ā€œtokenized stockā€ trading service. If approved, this move could fundamentally alter how we buy, hold, and interact with traditional equities. So what are tokenized stocks? They are digital tokens backed 1:1 by actual shares of publicly traded companies. In essence, they're blockchain-based representations of conventional securities. Instead of buying Apple or Microsoft stock through your usual broker, you could own a token that reflects your stake—secured on the blockchain and tradable 24/
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06-18
šŸš€ $Microsoft(MSFT)$   Skyrockets to New Highs: Can $Meta Platforms, Inc.(META)$   Follow the Lead? 🌟 Microsoft's shares have been soaring lately, marking new record highs in an impressive, consistent rally. After delivering blowout Q1 earnings that sent the stock surging 7.6% in just one day, Microsoft's price action has continued to impress—steady gains day after day without significant pullbacks. This is the classic illustration of the old investing adage, "slow and steady wins the race." But with Microsoft firmly in the spotlight, investors are starting to wonder: Could Meta Platforms be the next tech titan to hit new highs? šŸ“ˆ Why Microsoft's Rall
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06-18
šŸŒ US-Iran Tensions Surge: Oil and Defense Stocks Back in Play? šŸ”„šŸ›¢ļø Geopolitical tensions between the United States and Iran have once again taken centre stage, rattling global markets and putting oil and defense stocks firmly back on every investor's radar. Former President Trump's recent social media warnings—that "America's patience is running out" and that Iran must agree to "unconditional surrender"—have sparked renewed speculation that direct military action could be on the table. With news reports suggesting that US military planners are reviewing options to strike Iran's nuclear facilities, traders and long-term investors alike are reassessing portfolio risk and opportunity. [USD]  How Geopolitical Risk Drives Markets When headlines flash potential military escalation, the
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06-18
šŸš— Tesla Dips on Austin Plant Shutdown: Golden Opportunity Ahead of Robotaxi Launch? šŸ¤– $Tesla Motors(TSLA)$  stock dropped nearly 4% on Tuesday, triggered by the news that its Gigafactory in Austin, Texas, will halt production for one week starting June 30. The pause will affect the production lines of two critical models—the eagerly awaited Cybertruck and the popular Model Y. This marks the third temporary shutdown at the Austin factory within the past year, raising some concerns among investors. šŸ›  Why the Pause? During an internal employee meeting, Tesla clarified that the shutdown aims to carry out essential maintenance and upgrades on the production lines. While this short-term halt might seem concerning, per
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06-18
šŸ“… Fed Week Is Here! Is the Market Heading Up or Down? šŸ“‰šŸ“ˆ The upcoming Federal Reserve decision is the event markets have been waiting for. While it’s widely anticipated that the Fed will hold its short-term borrowing rate steady, traders will be laser-focused on the ā€œdot plotā€ā€”the Fed's forward guidance showing future interest rate moves. Why is this so crucial? Because the market's next move hinges on the Fed’s outlook for rate cuts. šŸŽÆ Here'ss Why This Week Matters • Dot Plot Signals: Will the Fed hint at rate cuts this year? Just one additional projected cut could spark an immediate rally in stocks, especially tech and growth sectors. • Powell's Press Conference: The Fed Chair’s tone—whether cautious or optimistic—could make or break market sentiment. A hawkish Powell might stall the ral
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06-18
🚨GENIUS Act Passes Senate—Is It Time to Sell the News on Circle?šŸ“‰šŸ’” The GENIUS Act just cleared its biggest hurdle—sailing through the U.S. Senate with a 68–30 bipartisan vote. This is a landmark moment for the stablecoin industry and particularly for Circle, the issuer of USDC. With regulatory clarity finally on the horizon, the stablecoin sector may finally be transitioning from speculative wild west to institutional-grade legitimacy. But as always in the markets, the real question isn’t what just happened. It’s what happens next.🧠 šŸ“œWhat Is the GENIUS Act and Why Does It Matter? GENIUS (Governmental Endorsement of Networked Intermediary-backed US-digital assets and Stablecoins) is designed to provide a regulatory framework for U.S.-issued stablecoins. That includes licensing rules, reserv
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06-17
šŸ“±šŸ‡ŗšŸ‡øTrump Phone Next? Exploring Trump’s Potential IP Play and the Stocks Riding It The parade isn't just military—it's marketing. In a move that’s already making waves on both Wall Street and political Twitter, several heavyweight corporations—including Oracle, Amazon, Coinbase, Lockheed Martin, and Palantir—have stepped in to sponsor the United States’ 250th anniversary military parade. But make no mistake: the deeper story isn’t the parade itself. It’s the positioning. It’s the branding. And yes, it could be a glimpse into the next intellectual property (IP) product tied to Donald Trump. For the first time, we're seeing publicly listed companies align not just with the US military, but with a movement. Trump is more than a politician—he's a brand. One that sells everything from hats and N
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06-17
šŸ“‰šŸ’°Trump Tariff Panic? Here’s How I Bought the Dip on NVDA and S&P 500—and Won Big Rewind to early April 2025. The headlines flashed everywhere: Trump announced sweeping tariffs targeting Asian imports—semiconductors, EV batteries, solar panels—you name it. The market instantly went into panic mode. Nasdaq plunged, tech took the brunt, and $NVIDIA(NVDA)$  , everyone's beloved AI darling, tanked nearly 5% in a single session. The S&P 500 followed suit, sliding over 2%. Everyone seemed convinced that the "trade war" was back, and volatility was here to stay. But that’s when something clicked for me: Was this sell-off truly justified, or was it yet another overreaction? šŸ” šŸŽÆWhy I Decided to Buy the Dip Here's the thought process behin

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