🚁 Drone Stocks Take Flight After Trump’s New Orders • Catalyst: President Trump just inked a trio of executive orders to fast-track FAA rules, expand beyond-visual-line-of-sight (BVLOS) testing, and launch an eVTOL pilot programme. • Instant reaction: Archer Aviation (ACHR) ▲ 10 %+ Joby Aviation (JOBY) ▲ 13 %+ Vertical Aerospace (EVTL) ▲ 15 %+ Blade Air Mobility (BLDE) ▲ 11 %+ Why retail investors should care 1. Regulatory tailwind – For years, certification bottlenecks capped revenue. A 240-day deadline for BVLOS rules could pull forward commercial launch dates by 12-18 months. 2. Total addressable market (TAM) – Morgan Stanley pegs the “low-altitude economy” at > US $1 tn by 2040; freight drones and air taxis are the early profit pools. 3. First-mover premium – Companies a
🚀 AI Power Play: Meta vs Google — Who Rules the Mag 7? Latest Moves • $Alphabet(GOOG)$ : OpenAI just tapped Google Cloud to power its next-gen models, a headline win that redirects high-margin AI workloads to Google’s servers. • $Meta Platforms, Inc.(META)$ : In advanced talks to invest US $14.8 b for a 49 % stake in Scale AI, securing premium data pipelines and top-tier talent. Why It Matters • Every 1-ppt uptick in Google Cloud’s margin adds ~US $4 b to Alphabet’s operating profit. • Meta's 4 m+ advertisers crave sharper targeting; even a modest lift in ad ROI could unlock billions in incremental spend. Don't Forget the Arms Dealer • Nvidia (NV
$DBS(D05.SI)$ 🔥 S$550 K to Retire in Singapore — Reality Check or Click-bait? Singapore's media lit up after DBS crunched 2 million customer records and said you only need S$550 K to “retire comfortably.” Sounds doable… until you punch the numbers. 🧮 Quick Math on the 4 % Rule 4 % of S$550 K = S$22 K a year That's ~S$1 850 a month—before tax, healthcare, and inflation creep Add a typical MediShield Life rider (~S$200/mo) and basic needs (food, utilities, transport) and you’re already at the limit, with nothing left for travel, gifts, or big-ticket medical shocks 🚦 Three Levers to Pull Instead of Chasing a Magic Number 1. Lower the Burn Rate • Paid-up HDB or family co-living cuts housing to near-zero • Ditch car ownership (S$10 K–S$15 K sav
🌊 Circle up 280 % YTD — Surf the Stablecoin Tsunami or Bail Before the Break? $Circle Internet Corp.(CRCL)$ , the engine behind USDC, has ripped nearly 3× since January. The move screams “crypto-beta on leverage,” but a closer look shows a textbook macro + fundamentals cocktail. 🚀 Why the Rally Happened 1. Rate-windfall bonanza – Circle earns interest on the Treasury bills backing USDC. 5 % front-end yields = fat gross margins. 2. ETF & TradFi adoption – BlackRock’s BUIDL fund and tokenised Treasuries funnel institutional money straight into USDC rails. 3. T+0 settlement envy – Banks can’t match 24/7 stable-coin payments; merchants and fintech apps flock to the rails. 4. IPO pipeline glow – Rumours of a revived direct listing/SPAC at a $
$Intel(INTC)$ 🔌 Apple Cuts Intel Off — Can $INTC Still Hold the $20 Line? 💥 It's official: macOS will drop Intel chip support entirely by 2026, closing the final chapter of a 20-year partnership. This isn’t a surprise — Apple has been transitioning to its M-series chips since 2020 — but the confirmation still stings. 📉 Intel's stock is hovering around $20.60, with bears circling. Is this just another headline hit, or the final blow to investor confidence in Intel's comeback story? 🧠 What This Means (And What It Doesn’t) ❌ Don't overreact: Apple Macs made up a small fraction of Intel's revenue — low single-digit % at most. The loss is more symbolic than material. ✔️ Real issue: The bigger risk is the optics — another
$Chime Financial, Inc.(CHYM)$ 🏦 Chime's Pitch: Banking for the Underserved 🔹 Targeting “underbanked” Americans 🔹 Focused on mobile-first banking & payments 🔹 Zero overdraft fees, early paycheck access, and debit-card driven UX 🔹 Heavy traction among those earning <$100k/year — massive addressable market 📈 With VC backing from the likes of Sequoia and DST Global, this is no lightweight. But the IPO market hasn’t exactly been forgiving lately — remember what happened to $KLAR and $SOFI after their debuts? ⚖️ My Balanced Take (and Trade Setup): ✅ Bull Case: • Well-positioned brand in the U.S. fintech ecosystem • Huge TAM (over 60 million Americans classified as “underbanked”) • Sticky user base + low CAC = good unit economics 🚫 Bear Cas
🚀 From AI to Quantum to Nuclear: Is This the New Meme Sector Meta? 🔥 Just a few weeks ago, everyone was chasing AI infrastructure names like CoreWeave-linked $APLD Then came the Quantum pop — $IONQ, $RGTI, $QBTS all rocketed on the back of bullish headlines. Now? The market's radiating energy into Nuclear — thanks to startups like $OKLO, which just landed a deal with the U.S. Air Force in Alaska. 🧠 So what’s going on here? Is this just the meme crowd rotating for fun… or are we seeing a new kind of alpha strategy emerge? 💡 My Take: This Isn’t Random — It's Thematic Capital Rotation This isn't the GME/AMC era anymore. Today's market moves fast — but the underlying stories are real: 🔹 AI — Data centers, power demands, GPU scarcity. NVDA made trillion-dollar headlines, but $SMCI, $APLD, $NBIS
$CoreWeave, Inc.(CRWV)$ , $APPLIED DIGITAL CORP(APLD)$ , $NEBIUS(NBIS)$ – Nvidia's Shadow Stocks or Just Another Meme Spike? 1. Context: Nvidia's Halo Expands. As Nvidia's valuation rockets into the stratosphere, traders are hunting for the next “AI infrastructure proxy.” Enter: CRVW (CoreWeave) – private, but its partner stocks are moving APLD (Applied Digital) – the landlord to CoreWeave, just inked a 15-year 250 MW lease NBIS (Nebius) – Nvidia ecosystem enabler, up 57% in less than a month 2. Why These Names Are Popping: AI Demand > Chips Alone: The new bottleneck isn’t just Nvidia GPUs, but power-hungry data centers that can ho
$Pop Mart International Group Limited(POPMF)$ (9992.HK): Bubble About to Pop, or IP Incubator with Disney-like Potential? 1. The Bull Case – More Than Just Toys. Pop Mart isn't simply riding the “Labubu mania.” What many overlook is that the company is actively building a multi-IP entertainment platform with licensing optionality. IPs like Skullpanda, Crybaby, Hirono, and Dimoo are early-stage assets with potential for monetisation via: Animated series (already underway in mainland China) Mobile games (early pipeline visible) Global retail footprint (Pop Mart stores now in 20+ countries) Think of it as Funko meets Marvel, but at an earlier, less-discovered phase. 2. The Bear Case – Froth and FOMO. Recent price action reflects classic signs
$Intel(INTC)$ 8% Pop—Shake-out Rally or First Leg of a Turnaround? 1. Context. Intel (INTC) jumped ~8% on heavy volume this week, marking its biggest single-day gain in months. The move came amid improving sentiment around new leadership (former Cadence CEO Lip-Bu Tan now as Vice Chair), stabilising macro signals, and speculation of a broader semiconductor rally. This brings INTC back toward the middle of its long-standing $18–$26 trading range. 2. Why the Move Matters. Technical breakout watch: INTC has finally cleared its 50- and 200-day moving averages. A confirmed break above $26 would complete a long double-bottom base with upside toward $30–$33. Sentiment shift: The semiconductor index (SOX) has shown signs of broadening, with st