• Shernice軒嬣 2000Shernice軒嬣 2000
      ·12:52
      $Wendy's(WEN)$ GameStop 2.0 loading... Muthu boy is suddenly craving Wendy's.  Problem is, Wendy's has vanished from Singapore. The last time he had it was more than 10 years ago at NEX when he was still a kid. Some memories—and cravings—never fade." 🍔😂
      2682
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    • FisteinFistein
      ·12:34
      $QAF(Q01.SI)$ 1.5 Target Price. QAF Limited (SGX: Q01) is the food group behind household bread brands Gardenia and Bonjour, with operations across Singapore, Malaysia, the Philippines, and Australia. As at 31 December 2025, QAF held S$214.1 million in cash against just S$4.8 million in debt (excluding lease liabilities). That's a net cash position exceeding S$209 million. For FY2025, QAF maintained its total payout at $0.05 per share, unchanged till now Revenue held steady at S$633.6 million, while net profit rose 15% year on year (YoY) to S$39.8 million. The profit lift was partly powered by QAF's Malaysian joint venture, Gardenia Bakeries (KL), whose contribution surged from S$4.7 million to S$15.4 million. With over S$209 million in net cash on its balance sheet, QAF's steady dividend
      8Comment
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    • JC888JC888
      ·11:33

      Deutsche Bank - Wunderbar Money Maker !

      On Thu, 29 Apr 2026, $Deutsche Bank AG(DB)$ handed in a “smashing” Q1 2026 earnings report. Before diving into the results, it would be interesting to learn about Deutsche, the biggest German private bank, not state-owned or central bank. Background DB is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany. It is dual listed on both Frankfurt Stock Exchange and the New York Stock Exchange (NYSE) in 2001. It was founded way back in 1870, in Berlin. It grew to its present market cap size through M&A, with its last purchase of Deutsche Postbank back in 2010. It used to be a bank of good reputation and standings, until it started cutting corners, embarking on risky business ventures resulting in
      1832
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      Deutsche Bank - Wunderbar Money Maker !
    • BarcodeBarcode
      ·03:00
      $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  🚨 $SNDK SanDisk’s AI Memory Supercycle Faces Its First Major Reality Check 🚨 SanDisk $SNDK is on track for its 2nd worst trading day of 2026, plunging more than 12% intraday as memory semiconductor stocks come under heavy selling pressure. After an extraordinary rally, $SNDK is still holding an incredible 739% return for 2026, but today’s move highlights the biggest question facing AI infrastructure investors: Has the market simply taken profits, or is it starting to question the sustainability of the AI spending cycle? The semiconductor ecosystem is feeling the pressure. Memory weak
      190Comment
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    • BarcodeBarcode
      ·02:49
      $Carnival(CCL)$ $Royal Caribbean Cruises(RCL)$  $Norwegian Cruise Line(NCLH)$  🚢📊 $CCL Carnival: record demand meets a technical earnings reset 📊🚢 I’m watching Carnival closely after Q2 2026 earnings because the market is currently pricing two very different stories. The operating business continues to show resilience with record customer deposits, improving profitability, and strong forward bookings. However, the stock reaction has been negative, with $CCL breaking below both its 100-day and 200-day moving averages after earnings, dragging $RCL, $NCLH, and $VIK lower in sympathy. The key question for investors is whether this is a fundamental d
      55Comment
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    • orsiriorsiri
      ·06-23 20:43

      Disney's Real Magic Trick: Turning Cash Into Value

      The Balance Sheet Behind the Fairy Tale For years, investors have treated Disney as though streaming was the only story worth following. I think that misses the bigger plot entirely. The real investment case no longer revolves around whether Disney+ can make money — it already has. Instead, I believe Disney's future valuation depends on something far less glamorous but infinitely more important: how management allocates capital. That may not inspire a theme park ride, but it is precisely how shareholder wealth is created. At roughly US$102 per share, Disney trades on a trailing price-to-earnings ratio of around 16 and a forward multiple below 14. Those are hardly the valuations of a company that owns some of the world's most valuable intellectual property. Yet the market continues to treat
      1.40KComment
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      Disney's Real Magic Trick: Turning Cash Into Value
    • FisteinFistein
      ·06-23 13:04
      $Addvalue Tech(A31.SI)$ 0.3 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million. Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity (SPC) busines
      437Comment
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    • FisteinFistein
      ·06-23 12:46
      $Addvalue Tech(A31.SI)$ 0.3 Target Price. Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026. Addvalue Technologies (A31) secured multi-million in new IDRS orders from new customers, with a NASDAQ Listing and ADR break-through technology Launch expected in Jun-2026, positioning the company as a top undervalued pick for exponential growth in the space and radio communication industry. 
      33Comment
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    • nerdbull1669nerdbull1669
      ·06-23 09:20

      Market Rotation Overwhelms Tech as June Closes

      The trading session on Monday, June 22, 2026, highlighted a major shift in market dynamics as the first half of the year wrapped up. While geopolitical developments provided a backdrop of volatility, the internal mechanics of the market—specifically a long-awaited sector rotation and macro anxiety—stole the show. Analyzing the June 22 Market Dynamics The "De-Escalation" Paradox in Energy & Geopolitics While geopolitical tensions involving the U.S. and Iran have been a source of anxiety, Monday actually brought a wave of de-escalation hopes. News emerged from peace talks in Switzerland detailing a 60-day roadmap toward a final deal, including the return of UN nuclear inspectors and the easing of sanctions on Iranian oil exports. The Market Reaction: Global crude prices tumbled significa
      162Comment
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      Market Rotation Overwhelms Tech as June Closes
    • BarcodeBarcode
      ·06-23 03:02
      $Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $NVIDIA(NVDA)$  🚀🛰️📈 Rocket Lab $RKLB Faces Space Sector Whiplash as Nasdaq-100 Inclusion Meets Insider Selling 📈🛰️🚀 🚀 I’m watching $RKLB closely today as the stock falls -7.6% and tests the psychological $100 level, highlighting the extreme volatility currently surrounding the space sector. Rocket Lab has gained +43% since the start of 2026, but recent weakness comes as investors digest Nasdaq-100 inclusion, SpaceX-related sentiment shifts, and elevated insider activity. 📌 Nasdaq-100 milestone: A major index catalyst with a valuation reset I’m focusing on one of the biggest structural developments
      9068
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    • BarcodeBarcode
      ·06-23 02:50
      $Micron Technology(MU)$ $KB Home(KBH)$  $Carnival(CCL)$  🚨📊 Earnings Pressure Cooker: $KBH Short Squeeze Risk & $MU’s $4B Options Battle 🚀 📈 I’m watching two completely different earnings setups where positioning, expectations, and options activity could create explosive volatility. One is a heavily shorted homebuilder where pessimism may already be extreme. The other is a semiconductor giant where expectations are sky-high after a historic rally. The biggest moves often happen when reality surprises a market that has already picked a side. 🏠 $KBH | Bearish Track Record Meets Crowded Short Positioning KB Home reports earnings on 23Jun26, enter
      8457
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    • MrzorroMrzorro
      ·06-22 21:18
      AI Infrastructure Rally Broadens Beyond Chips: Where Are the Biggest Opportunities? After President Trump announced a peace agreement between the United States and Iran, market risk appetite rebounded sharply, triggering a broad rally across AI infrastructure stocks. Capital flowed back into the entire AI value chain—from memory and semiconductor equipment to power infrastructure and optical networking—as investors once again focused on the long-term AI capital expenditure (AI CapEx) theme. After today's powerful rally, is the AI trade just getting started? And more importantly, is it still a good time to buy? AI Infrastructure Sees Broad-Based Strength The AI ecosystem rallied across the board, with memory stocks leading the advance. $SanDisk Corp.(S
      215Comment
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    • MrzorroMrzorro
      ·06-22 21:10
      Could Micron Earnings Mark a Turning Point for Memory Stocks? $Micron Technology(MU)$  , the U.S. memory giant and the world's third-largest DRAM and fourth-largest NAND maker, will release its FY26Q3 earnings after the U.S. market close on June 24. Investors are focused on whether this report can mark a sentiment turning point in the memory cycle. Core Financial Indicators – Revenue: Consensus estimate of $35.43 billion, up 281% YoY and 48% QoQ, versus company guidance of $33.5 billion. – GAAP Gross Margin: Consensus estimate of 81.8%, up 44.1 ppts YoY and 7.4 ppts QoQ, versus company guidance of 81%. Non-GAAP Gross Margin: Consensus estimate of 81.8%, up 42.8 ppts YoY and 6.9 ppts QoQ, versus company guidance of
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    • TigerOptionsTigerOptions
      ·06-22 17:49

      Why Intel Is Quietly Rising

      $Intel(INTC)$ used to be the old king of semiconductors. Then it became the fallen king. For years, investors looked at Intel and saw missed opportunities. It lost manufacturing leadership. It missed the first major wave of AI acceleration. $NVIDIA(NVDA)$ became the face of the AI boom. $Taiwan Semiconductor Manufacturing(TSM)$ became the world’s most important chip manufacturer. $Advanced Micro Devices(AMD)$ took share in CPUs. Intel, once the giant, became the turnaround story nobody wanted to fully trust. INTC Weekly Chart But recently, Intel has started rising again. Not because everything is fixed. Not because Intel h
      245Comment
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      Why Intel Is Quietly Rising
    • TigerOptionsTigerOptions
      ·06-22 17:31

      Why Memory Is Becoming the New Oil of AI

      Everyone talks about AI chips. $NVIDIA(NVDA)$ gets the spotlight. GPUs get the headlines. Data centers get the attention. But today’s market is telling us something very important: AI is not only a compute story. It is a memory story. $SK Hynix, Inc.(HXSCL)$ briefly overtook Samsung as South Korea’s most valuable company, powered by its dominance in high-bandwidth memory, or HBM. That is not a small event. Samsung has been the giant of Korean tech for decades. For SK Hynix to challenge that position shows how important memory has become in the AI era. At the same time, $Micron Technology(MU)$’s upcoming earnings are now being watched as a major test for the whole
      2531
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      Why Memory Is Becoming the New Oil of AI
    • FisteinFistein
      ·06-22 12:10
      $Bumitama Agri(P8Z.SI)$ 2.7 Target Price Bumitama Agri's stock outlook looks promising, with analysts predicting a positive trend. The company's share price is expected to rise over the next 12 months, with an average price target of SGD$2, representing a 18% upside from the current price. *Key Highlights:* - *Revenue Growth*: Bumitama Agri is expected to achieve double-digit revenue growth, driven by healthy orders from biodiesel customers. - *Dividend Yield*: The company offers a dividend yield of 2.9%, with a history of increasing dividend payments. - *Analyst Ratings*: Bumitama Agri has a Strong Buy consensus rating, with analysts from Maybank Research, DBS Research, and UOB Kay Hian maintaining a Buy rating. *Price Targets:* - *Highest Targ
      159Comment
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    • JC888JC888
      ·06-22 10:39

      Nokia decoded : Bad, Good & AI Future !

      For years, the market has fallen into a classic textbook fallacy regarding $Nokia Oyj(NOK)$, stubbornly misclassifying it as a dinosaur mobile vendor bound to cyclical hardware shifts rather than recognizing its modern evolution. In all honesty, Nokia is no longer a mobile phone company, nor is it a simple telecom service provider like $AT&T Inc(T)$ or $Verizon(VZ)$. Instead, the company has pivoted and evolved into a core network infrastructure architect, focusing heavily on : Specialized fiber-optic technologies. High-end routing hardware. The exact AI-optimized systems necessary to connect modern data centers. NOK's Q1 2026 financial results underscore this stru
      4.06K9
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      Nokia decoded : Bad, Good & AI Future !
    • orsiriorsiri
      ·06-22 09:14

      ASML’s Real Gold Mine Isn’t in the Box

      The Fleet That Never Stops Paying Most investors still value ASML by asking a simple question: how many EUV machines will it ship next quarter? I think they are asking the wrong question. The real investment story begins after those machines leave the factory. Every lithography system entering production quietly expands an installed ecosystem requiring software upgrades, field servicing, productivity enhancements and process optimisation throughout its working life. Rather than behaving like a conventional capital equipment manufacturer, ASML is increasingly resembling the owner of an industrial platform whose economics improve with age. Gravity rarely announces itself until escape becomes impossible Platforms compound differently from products. That distinction matters because Wall Street
      3241
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      ASML’s Real Gold Mine Isn’t in the Box
    • FisteinFistein
      ·06-22 09:12
      $Addvalue Tech(A31.SI)$ 0.3 Target Price.    Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026.    Addvalue Technologies (A31) secured multi-million in new IDRS orders from new customers, with a NASDAQ Listing and ADR break-through technology Launch expected in Jun-2026, positioning the company as a top small-cap pick of exponential growth in the space and radio communication industry. 
      632Comment
      Report
    • KYHBKOKYHBKO
      ·06-22 08:31

      (Part 2 of 5) - Earnings Calendar > FedEx - the market barometer

      Earnings Calendar (22Jun2026) I am interested in the earnings of FedEx, Carnival, Micron, Trip and BlackBerrry. FedEx earnings serve as a primary health check for the global economy because the company moves millions of packages daily across more than 220 countries and territories. When businesses and consumers buy fewer goods, FedEx is often the first to notice. FedEx is a market bellwether. As a Global Trade Barometer, Consumer Spending Pulse, Corporate Health Indicator, Transportation Sector Leader and Forward-Looking Guidance, their earnings tell a lot more about the economy than the performance of one company. Valuation and Market Sentiment The stock has risen 44.31% from a year ago. Technical analysis currently points to a “strong sell” recommendation, while analyst se
      286Comment
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      (Part 2 of 5) - Earnings Calendar > FedEx - the market barometer
    • JC888JC888
      ·11:33

      Deutsche Bank - Wunderbar Money Maker !

      On Thu, 29 Apr 2026, $Deutsche Bank AG(DB)$ handed in a “smashing” Q1 2026 earnings report. Before diving into the results, it would be interesting to learn about Deutsche, the biggest German private bank, not state-owned or central bank. Background DB is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany. It is dual listed on both Frankfurt Stock Exchange and the New York Stock Exchange (NYSE) in 2001. It was founded way back in 1870, in Berlin. It grew to its present market cap size through M&A, with its last purchase of Deutsche Postbank back in 2010. It used to be a bank of good reputation and standings, until it started cutting corners, embarking on risky business ventures resulting in
      1832
      Report
      Deutsche Bank - Wunderbar Money Maker !
    • BarcodeBarcode
      ·02:49
      $Carnival(CCL)$ $Royal Caribbean Cruises(RCL)$  $Norwegian Cruise Line(NCLH)$  🚢📊 $CCL Carnival: record demand meets a technical earnings reset 📊🚢 I’m watching Carnival closely after Q2 2026 earnings because the market is currently pricing two very different stories. The operating business continues to show resilience with record customer deposits, improving profitability, and strong forward bookings. However, the stock reaction has been negative, with $CCL breaking below both its 100-day and 200-day moving averages after earnings, dragging $RCL, $NCLH, and $VIK lower in sympathy. The key question for investors is whether this is a fundamental d
      55Comment
      Report
    • orsiriorsiri
      ·06-23 20:43

      Disney's Real Magic Trick: Turning Cash Into Value

      The Balance Sheet Behind the Fairy Tale For years, investors have treated Disney as though streaming was the only story worth following. I think that misses the bigger plot entirely. The real investment case no longer revolves around whether Disney+ can make money — it already has. Instead, I believe Disney's future valuation depends on something far less glamorous but infinitely more important: how management allocates capital. That may not inspire a theme park ride, but it is precisely how shareholder wealth is created. At roughly US$102 per share, Disney trades on a trailing price-to-earnings ratio of around 16 and a forward multiple below 14. Those are hardly the valuations of a company that owns some of the world's most valuable intellectual property. Yet the market continues to treat
      1.40KComment
      Report
      Disney's Real Magic Trick: Turning Cash Into Value
    • BarcodeBarcode
      ·03:00
      $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  🚨 $SNDK SanDisk’s AI Memory Supercycle Faces Its First Major Reality Check 🚨 SanDisk $SNDK is on track for its 2nd worst trading day of 2026, plunging more than 12% intraday as memory semiconductor stocks come under heavy selling pressure. After an extraordinary rally, $SNDK is still holding an incredible 739% return for 2026, but today’s move highlights the biggest question facing AI infrastructure investors: Has the market simply taken profits, or is it starting to question the sustainability of the AI spending cycle? The semiconductor ecosystem is feeling the pressure. Memory weak
      190Comment
      Report
    • FisteinFistein
      ·12:34
      $QAF(Q01.SI)$ 1.5 Target Price. QAF Limited (SGX: Q01) is the food group behind household bread brands Gardenia and Bonjour, with operations across Singapore, Malaysia, the Philippines, and Australia. As at 31 December 2025, QAF held S$214.1 million in cash against just S$4.8 million in debt (excluding lease liabilities). That's a net cash position exceeding S$209 million. For FY2025, QAF maintained its total payout at $0.05 per share, unchanged till now Revenue held steady at S$633.6 million, while net profit rose 15% year on year (YoY) to S$39.8 million. The profit lift was partly powered by QAF's Malaysian joint venture, Gardenia Bakeries (KL), whose contribution surged from S$4.7 million to S$15.4 million. With over S$209 million in net cash on its balance sheet, QAF's steady dividend
      8Comment
      Report
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·12:52
      $Wendy's(WEN)$ GameStop 2.0 loading... Muthu boy is suddenly craving Wendy's.  Problem is, Wendy's has vanished from Singapore. The last time he had it was more than 10 years ago at NEX when he was still a kid. Some memories—and cravings—never fade." 🍔😂
      2682
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    • JC888JC888
      ·06-22 10:39

      Nokia decoded : Bad, Good & AI Future !

      For years, the market has fallen into a classic textbook fallacy regarding $Nokia Oyj(NOK)$, stubbornly misclassifying it as a dinosaur mobile vendor bound to cyclical hardware shifts rather than recognizing its modern evolution. In all honesty, Nokia is no longer a mobile phone company, nor is it a simple telecom service provider like $AT&T Inc(T)$ or $Verizon(VZ)$. Instead, the company has pivoted and evolved into a core network infrastructure architect, focusing heavily on : Specialized fiber-optic technologies. High-end routing hardware. The exact AI-optimized systems necessary to connect modern data centers. NOK's Q1 2026 financial results underscore this stru
      4.06K9
      Report
      Nokia decoded : Bad, Good & AI Future !
    • nerdbull1669nerdbull1669
      ·06-23 09:20

      Market Rotation Overwhelms Tech as June Closes

      The trading session on Monday, June 22, 2026, highlighted a major shift in market dynamics as the first half of the year wrapped up. While geopolitical developments provided a backdrop of volatility, the internal mechanics of the market—specifically a long-awaited sector rotation and macro anxiety—stole the show. Analyzing the June 22 Market Dynamics The "De-Escalation" Paradox in Energy & Geopolitics While geopolitical tensions involving the U.S. and Iran have been a source of anxiety, Monday actually brought a wave of de-escalation hopes. News emerged from peace talks in Switzerland detailing a 60-day roadmap toward a final deal, including the return of UN nuclear inspectors and the easing of sanctions on Iranian oil exports. The Market Reaction: Global crude prices tumbled significa
      162Comment
      Report
      Market Rotation Overwhelms Tech as June Closes
    • BarcodeBarcode
      ·06-23 03:02
      $Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $NVIDIA(NVDA)$  🚀🛰️📈 Rocket Lab $RKLB Faces Space Sector Whiplash as Nasdaq-100 Inclusion Meets Insider Selling 📈🛰️🚀 🚀 I’m watching $RKLB closely today as the stock falls -7.6% and tests the psychological $100 level, highlighting the extreme volatility currently surrounding the space sector. Rocket Lab has gained +43% since the start of 2026, but recent weakness comes as investors digest Nasdaq-100 inclusion, SpaceX-related sentiment shifts, and elevated insider activity. 📌 Nasdaq-100 milestone: A major index catalyst with a valuation reset I’m focusing on one of the biggest structural developments
      9068
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    • BarcodeBarcode
      ·06-23 02:50
      $Micron Technology(MU)$ $KB Home(KBH)$  $Carnival(CCL)$  🚨📊 Earnings Pressure Cooker: $KBH Short Squeeze Risk & $MU’s $4B Options Battle 🚀 📈 I’m watching two completely different earnings setups where positioning, expectations, and options activity could create explosive volatility. One is a heavily shorted homebuilder where pessimism may already be extreme. The other is a semiconductor giant where expectations are sky-high after a historic rally. The biggest moves often happen when reality surprises a market that has already picked a side. 🏠 $KBH | Bearish Track Record Meets Crowded Short Positioning KB Home reports earnings on 23Jun26, enter
      8457
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    • MrzorroMrzorro
      ·06-22 21:10
      Could Micron Earnings Mark a Turning Point for Memory Stocks? $Micron Technology(MU)$  , the U.S. memory giant and the world's third-largest DRAM and fourth-largest NAND maker, will release its FY26Q3 earnings after the U.S. market close on June 24. Investors are focused on whether this report can mark a sentiment turning point in the memory cycle. Core Financial Indicators – Revenue: Consensus estimate of $35.43 billion, up 281% YoY and 48% QoQ, versus company guidance of $33.5 billion. – GAAP Gross Margin: Consensus estimate of 81.8%, up 44.1 ppts YoY and 7.4 ppts QoQ, versus company guidance of 81%. Non-GAAP Gross Margin: Consensus estimate of 81.8%, up 42.8 ppts YoY and 6.9 ppts QoQ, versus company guidance of
      3781
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    • TigerOptionsTigerOptions
      ·06-22 17:49

      Why Intel Is Quietly Rising

      $Intel(INTC)$ used to be the old king of semiconductors. Then it became the fallen king. For years, investors looked at Intel and saw missed opportunities. It lost manufacturing leadership. It missed the first major wave of AI acceleration. $NVIDIA(NVDA)$ became the face of the AI boom. $Taiwan Semiconductor Manufacturing(TSM)$ became the world’s most important chip manufacturer. $Advanced Micro Devices(AMD)$ took share in CPUs. Intel, once the giant, became the turnaround story nobody wanted to fully trust. INTC Weekly Chart But recently, Intel has started rising again. Not because everything is fixed. Not because Intel h
      245Comment
      Report
      Why Intel Is Quietly Rising
    • MrzorroMrzorro
      ·06-22 21:18
      AI Infrastructure Rally Broadens Beyond Chips: Where Are the Biggest Opportunities? After President Trump announced a peace agreement between the United States and Iran, market risk appetite rebounded sharply, triggering a broad rally across AI infrastructure stocks. Capital flowed back into the entire AI value chain—from memory and semiconductor equipment to power infrastructure and optical networking—as investors once again focused on the long-term AI capital expenditure (AI CapEx) theme. After today's powerful rally, is the AI trade just getting started? And more importantly, is it still a good time to buy? AI Infrastructure Sees Broad-Based Strength The AI ecosystem rallied across the board, with memory stocks leading the advance. $SanDisk Corp.(S
      215Comment
      Report
    • TigerOptionsTigerOptions
      ·06-22 17:31

      Why Memory Is Becoming the New Oil of AI

      Everyone talks about AI chips. $NVIDIA(NVDA)$ gets the spotlight. GPUs get the headlines. Data centers get the attention. But today’s market is telling us something very important: AI is not only a compute story. It is a memory story. $SK Hynix, Inc.(HXSCL)$ briefly overtook Samsung as South Korea’s most valuable company, powered by its dominance in high-bandwidth memory, or HBM. That is not a small event. Samsung has been the giant of Korean tech for decades. For SK Hynix to challenge that position shows how important memory has become in the AI era. At the same time, $Micron Technology(MU)$’s upcoming earnings are now being watched as a major test for the whole
      2531
      Report
      Why Memory Is Becoming the New Oil of AI
    • orsiriorsiri
      ·06-22 09:14

      ASML’s Real Gold Mine Isn’t in the Box

      The Fleet That Never Stops Paying Most investors still value ASML by asking a simple question: how many EUV machines will it ship next quarter? I think they are asking the wrong question. The real investment story begins after those machines leave the factory. Every lithography system entering production quietly expands an installed ecosystem requiring software upgrades, field servicing, productivity enhancements and process optimisation throughout its working life. Rather than behaving like a conventional capital equipment manufacturer, ASML is increasingly resembling the owner of an industrial platform whose economics improve with age. Gravity rarely announces itself until escape becomes impossible Platforms compound differently from products. That distinction matters because Wall Street
      3241
      Report
      ASML’s Real Gold Mine Isn’t in the Box
    • KYHBKOKYHBKO
      ·06-22 08:31

      (Part 2 of 5) - Earnings Calendar > FedEx - the market barometer

      Earnings Calendar (22Jun2026) I am interested in the earnings of FedEx, Carnival, Micron, Trip and BlackBerrry. FedEx earnings serve as a primary health check for the global economy because the company moves millions of packages daily across more than 220 countries and territories. When businesses and consumers buy fewer goods, FedEx is often the first to notice. FedEx is a market bellwether. As a Global Trade Barometer, Consumer Spending Pulse, Corporate Health Indicator, Transportation Sector Leader and Forward-Looking Guidance, their earnings tell a lot more about the economy than the performance of one company. Valuation and Market Sentiment The stock has risen 44.31% from a year ago. Technical analysis currently points to a “strong sell” recommendation, while analyst se
      286Comment
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      (Part 2 of 5) - Earnings Calendar > FedEx - the market barometer
    • BarcodeBarcode
      ·06-22 02:57
      $Charles Schwab(SCHW)$ $Robinhood(HOOD)$  $Cboe Global Markets, Inc(CBOE)$  🚀📊🔮 Prediction Markets Meet Wall Street: $SCHW & $CBOE Target the Next Retail Trading Frontier 🔮📊🚀 The next evolution of retail trading may not be another meme stock cycle, but a new marketplace built around forecasting real-world outcomes. I’m watching a major structural shift as Charles Schwab Corporation and Cboe Global Markets are reportedly exploring binary-style contracts tied to the S&P 500, according to reports from The Wall Street Journal. I see this as a significant signal that Wall Street is paying attention to where retail engagement is moving. Pred
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    • FisteinFistein
      ·06-23 13:04
      $Addvalue Tech(A31.SI)$ 0.3 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million. Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity (SPC) busines
      437Comment
      Report
    • FisteinFistein
      ·06-23 12:46
      $Addvalue Tech(A31.SI)$ 0.3 Target Price. Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026. Addvalue Technologies (A31) secured multi-million in new IDRS orders from new customers, with a NASDAQ Listing and ADR break-through technology Launch expected in Jun-2026, positioning the company as a top undervalued pick for exponential growth in the space and radio communication industry. 
      33Comment
      Report
    • FisteinFistein
      ·06-22 12:10
      $Bumitama Agri(P8Z.SI)$ 2.7 Target Price Bumitama Agri's stock outlook looks promising, with analysts predicting a positive trend. The company's share price is expected to rise over the next 12 months, with an average price target of SGD$2, representing a 18% upside from the current price. *Key Highlights:* - *Revenue Growth*: Bumitama Agri is expected to achieve double-digit revenue growth, driven by healthy orders from biodiesel customers. - *Dividend Yield*: The company offers a dividend yield of 2.9%, with a history of increasing dividend payments. - *Analyst Ratings*: Bumitama Agri has a Strong Buy consensus rating, with analysts from Maybank Research, DBS Research, and UOB Kay Hian maintaining a Buy rating. *Price Targets:* - *Highest Targ
      159Comment
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