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nerdbull1669
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06-23

AI Cost Shock: Why Tech Giants Slipped

The recent mid-June market turbulence for both $Meta Platforms, Inc.(META)$ Meta and $Microsoft(MSFT)$ Microsoft boils down to a classic Wall Street standoff: surging demand for AI versus the jaw-dropping, cash-squeezing cost of building it. While the dip feels intense, looking at the structural drivers reveals why the market reacted this way, correcting a few key misconceptions about memory prices and AI demand along the way. The Premise Check: Memory Prices are Surging, Not Falling Your intuition that lower memory prices would help CapEx makes total sense in a typical tech cycle—but right now, the exact opposite is happening. Instead of coming down, memory prices are experiencing a massive inflationary
AI Cost Shock: Why Tech Giants Slipped
# ServiceNow Surges 10%, Microsoft Jumps 6% — OpenAI Threat Fading?
TOPtwisty: MSFT balance sheet can absorb a lot, but that HBM sold-out-through-2026 point is the real headache. If Azure margins stay compressed into next year, does the market keep punishing both?
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Macquarie Warrants Singapore
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06-23

Geely - was yesterday's 6% sell-off overdone?

🚨Yesterday, $GEELY AUTO(00175)$ closed 6.1% lower to HKD 17.45 to finish as the Hang Seng Index's worst performer While there was no specific news on the company, Bloomberg believes that the Geely sell-off may have been part of portfolio managers' rotation out of non-AI names such as Geely and into AI-linked names in Korea, Japan and Taiwan 📢Last week on 13 June, Geely announced plans to shut down or merge redundant entities and concentrate resources around the HK-listed arm. While framed positively, the announcement may have raised near-term execution uncertainty (Bloomberg) 🚙During Geely's investor day on 9 June, the company demonstrated the improving autonomous driving capabilities in their EVs, introduced their Super EVA in-car AI agent drive
Geely - was yesterday's 6% sell-off overdone?
TOPFranklinMorley: 6% on no hard news does look like rotation panic. That 80% ADAS activation bit matters more to me — does the market just not care till execution shows up?
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D45
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06-23
$ProShares UltraPro QQQ(TQQQ)$  我持續買入TQQQ的理由 一、核心論點：十六年分割八次的「隱性股皇」 坊間有一種說法：這類三倍槓桿ETF波動太大，只適合短線操作，不宜長期持有。 我曾經也篤信這個說法，直到完成一項研究後，發現了一個驚人的事實：一眾專家不斷看淡、不鼓勵客戶長揸的TQQQ，竟然比相對穩健的QQQ更值得長期持有。 支撐我這一論點的，從不是臆測與主觀感受，而是十六年間八次分割的真實數據記錄。 值得強調的是，TQQQ每次分割時，股價均處於自然高位（最低也在一百美元以上），相關機構為避免投資門檻過高、影響流通量，才主動進行分拆，並非為了分拆而分拆。「兩年倍翻的隱性股皇」這一稱號，TQQQ當之無愧。 若十六年前買入一股TQQQ，期間不做任何操作，今天你將持有256股。（按：TQQQ歷史分割包括7次1拆2及1次1拆3，若嚴格計算，初始1股經分割後實際股數會超過256股，此處以2^8簡化說明複利效果） 這不是魔法，而是複利的強大力量。TQQQ用十六年的歷史清晰告訴我們：它不僅不是「不宜長揸」，反而是愈長揸、愈強大的「隱性股皇」。 我離經叛道、直言不諱，不是為了「語不驚人死不休」，更不是為了反駁專家來抬高自己，核心原因只有一個——數字不會騙人。 二、最新發現：月供TQQQ的隱藏優勢 如果你對TQQQ或股票投資還沒有太多概念，但仍想參與其中，我有一個鮮為人知的祕訣分享給你： 你可以考慮開一個「月供股票」計劃（需接受風險評估）。 根據老虎證券的數據顯示，月供計劃的長期回報差異十分明顯： | 月供計劃 | 5年回報率 | | --- | --- | | TQQQ | 58.73% | | QQQ | 40.39% | 毫無懸念，TQQQ再次爆冷——完勝其「穩
TQQQ
06-23 11:02
USProShares UltraPro QQQ
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ProShares UltraPro QQQ
$ProShares UltraPro QQQ(TQQQ)$ 我持續買入TQQQ的理由 一、核心論點：十六年分割八次的「隱性股皇」 坊間有一種說法：這類三倍槓桿ETF波動太大，只適合短線操作，不宜長期持有。 我曾經也篤信這個說法，直到完成一項研究後，發現了一個驚人的事實：一眾專家不斷看淡、不鼓...
# Trade Feed: Who is your favorite trader?
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Fistein
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06-23
$Addvalue Tech(A31.SI)$ 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
$Addvalue Tech(A31.SI)$ 0.3 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company t...
# 💰Stocks to watch today?(15 May）
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Sporeshare
·
06-23
$IFAST(AIY.SI)$ Today, some buying activities spotted and she is up 25 cents to trade at 9.40, looks rather bullish! She may rise up to test 9.45 than 9.46-9.50 to cover the Gapped. Next,9.68 than 9.88. Pls dyodd. 24 April 2026: She has a nice bounce-off from the low of 8.48 to close higher at 9.06 looks rather bullish! She may continue to trend higher and rises higher to test 9.65 than 9.88. Pls dyodd. Attending ifast AGM at Sands Expo level 3, 2PM. In 1Q2026, the Group began this year with a 44.5% growth in total revenue to S$154.5 million, while net profit grew 47.5% to S$28.0 million. • For 1Q2026, the Group’s EBITDA1 grew to S$45.7 million, representing a 39.6% YoY growth. • The Group unveiled a scenario plan for its S$100 billion AUA targ
$IFAST(AIY.SI)$ Today, some buying activities spotted and she is up 25 cents to trade at 9.40, looks rather bullish! She may rise up to test 9.45 t...
TOPwindy00: 44.5% revenue growth is nice, but 9.46-9.50 gap talk feels secondary. Does the ePension growth actually sustain into next quarter?
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JC888
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06-23
On Mon, 22 Jun 2026 when both S&P 500 and Nasdaq fell -0.37% and -1.32% respectively, NOK bucked the trend and rose by +6.97% to close at $14.43 (see attached). This was driven by a major partnership with Google Cloud to integrate AI into its network software. However NOK is poised to fall just as the 3 major US indexes are set to fall big time across the board on Tuesday - DJIA (-1.16%), S&P 500 (-0.44%), Nasdaq (-2.08%). Brace yourself, its gonna be a bumpy ride this week as mentioned in my Tuesday pick post. Watch for it.. Tks.

Nokia decoded : Bad, Good & AI Future !

@JC888：
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
Nokia decoded : Bad, Good & AI Future !
On Mon, 22 Jun 2026 when both S&P 500 and Nasdaq fell -0.37% and -1.32% respectively, NOK bucked the trend and rose by +6.97% to close at $14.43 (s...
TOPCuritisCissie: That Google Cloud headline gave it a pop, but +7% into a weak tape is rough. If 14 breaks I’d rather stay out lol
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Gilly87
·
06-23
$Broadcom(AVGO)$  one of the most overlooked winners of the AI boom because while everyone focuses on NVIDIA as the “brain” of AI, the real scaling problem is happening in connectivity and infrastructure. AI systems dont fail because of a lack of compute, but because of data movement, networking speed, and system integration at massive scale, and this is where Broadcom dominates. The company is deeply embedded with hyperscalers through custom AI chips, high-speed networking, and long-term infrastructure partnerships, giving it multi-year demand visibility and sticky, high-margin revenue streams. Its not a hype-driven AI stock, which is why it gets less retail attention, but institutions increasingly view it as a
$Broadcom(AVGO)$ one of the most overlooked winners of the AI boom because while everyone focuses on NVIDIA as the “brain” of AI, the real scaling ...
TOPchimey: AVGO is the plumbing everyone ignores lol. Custom silicon plus networking is the moat here — who else is this embedded with hyperscalers?
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Trend_Radar
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06-23

$NXPI is up +3% and now sits just below key resistance at ~$328

$NXP Semiconductors NV(NXPI)$ $NXP Semiconductors (NXPI) Rallies +3.18%: Dividend Catalyst & Technical Rebound, Eyes $328 Breakout 📈 Latest Close Data 🗓️ Closed at $323.24 on 2026-06-23, up +3.18% (+$9.97). The stock is now ~4.9% below its 52-week high of $339.95. Core Market Drivers ⚙️ Dividend Attraction: The upcoming Q2 cash dividend of $1.014 per share, with a record date of June 24, is attracting short-term income-focused capital. Sector Momentum: The broader semiconductor sector showed strength, providing a positive tailwind for NXPI. Valuation Reassessment: Despite a recent bank downgrade citing lower AI exposure, the stock is rebounding as the market digests its value proposition in power management ICs. Technical Analysis 📊 Volume: Tr
$NXPI is up +3% and now sits just below key resistance at ~$328
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Trend_Radar
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06-23

$P Eyes Next Leg Higher If $80 Level Breaks Cleanly

$Everpure(P)$ $Everpure (P) Surged +3.26%: Rebound Momentum Builds, Eyeing $80 Breakout 🚀 Latest Close Data 📊 Closed at $77.04 on 2026-06-23, up +3.26% ($2.43). Trading within a $74.25 - $77.99 range, now ~23.4% below its 52-week high of $100.59. Core Market Drivers ⚙️ Strong institutional sentiment persists, with recent reports (e.g., Wedbush, Morgan Stanley) highlighting robust demand and market share gains, supporting a rebound from the May sell-off triggered by a GAAP EPS miss. The broader tech hardware sector showed mixed performance, but P's relative strength suggests company-specific optimism is driving price action. Technical Analysis 📈 Volume: 3.27M shares, with a Volume Ratio of 0.87, indicating slightly below-average participation, typical
$P Eyes Next Leg Higher If $80 Level Breaks Cleanly
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Trend_Radar
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06-23

$CAT is trading just below its all-time high at ~$1,022

$Caterpillar(CAT)$ $Caterpillar Inc. (CAT) Soars to $1,022.28: AI Power Demand Fuels Breakout, Eyes $1,165 Latest Close Data 📈 Closed at $1,022.28 on 2026-06-23, surging +3.70% ($36.46). The stock is trading just $1.01 below its 52-week high of $1,023.29. Core Market Drivers ⚡ The AI data center boom is driving massive demand for backup power generators, a core strength for Caterpillar's energy & transportation segment. Morgan Stanley raised its price target to $1,165, reflecting strong institutional confidence in the company's growth trajectory tied to AI infrastructure. Positive sector momentum and reaffirmed strong order books are supporting the bullish narrative. Technical Analysis 🔍 Volume: Trading volume of 4.03M shares shows sustained in
$CAT is trading just below its all-time high at ~$1,022
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Ivan_Gan
·
06-23

Hormuz Blockaded Again？ The "Fight-and-Talk" Trading Strategy You Need Now！

Over the weekend, renewed exchanges of fire between Israel and Lebanon reignited tensions in the US-Iran negotiations. Iran announced that shipping traffic through the Strait of Hormuz has plummeted to zero, effectively placing the strait under a de facto blockade and setting market nerves on edge once again. Absent any news of a negotiated settlement, crude oil is poised for a substantial rebound next week, though the outlook for other commodities and equity indices remains grim. With the US midterm elections approaching, a "fight-and-talk" dynamic will define future market action. The US is eager to restore navigation to lower oil prices and fulfill campaign promises, while Iran aims to leverage the strait's reopening to extract maximum economic concessions. Consequently, negotiations wi
Hormuz Blockaded Again？ The "Fight-and-Talk" Trading Strategy You Need Now！
# Space X US stock listing, the largest IPO listing in history!
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程俊Dream
·
06-23

Watch Out For USD Bull Trap！？ Forex Markets Hit a Tipping Point！

Geopolitical tensions in the Middle East saw renewed uncertainties over the past weekend, ultimately failing to reach a comprehensive agreement. However, considering that the market's sensitivity has significantly dulled, unless hostilities officially resume, this is not expected to disrupt the performance of most assets. Recently, we can shift our focus toward the foreign exchange market. Taking the US Dollar Index (DXY) as a reference, the price action is currently hovering near a crucial watershed level. Based on our long-term bearish view on the dollar, there is reason to suspect that new selling opportunities may emerge, and the DXY itself faces the risk of a bull trap. Earlier this year, the dollar once approached its 10-year long-term trendline, but the bulls ultimately defended thi
Watch Out For USD Bull Trap！？ Forex Markets Hit a Tipping Point！
# Rate Repricing and Memory Crash Slam Markets: Risk-Off Here?
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Trend_Radar
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06-23

$SWKS is up +5% and approaching a key resistance zone at ~$79

$Skyworks Solutions(SWKS)$ $Skyworks Solutions (SWKS) Rallies +5.15%: Semis Rebound, Eyes $79.2 High as Pivot 🚀 Latest Close Data 📈 Closed at $76.18 on 2026-06-23, up +5.15% (+$3.73). The stock trades ~16.2% below its 52-week high of $90.90. Core Market Drivers ⚙️ The broader semiconductor sector saw a strong rebound, with peers like $Micron Technology(MU)$ (+5.01%) and $Intel(INTC)$ (+3.78%) also advancing. SWKS itself announced the launch of its new Si829x isolated safety gate driver platform for EV traction inverters, aligning with the electrification megatrend. Recent price action shows high volatility, with a 10.19% intraday amplitude. Technical Analysis 📊 Vol
$SWKS is up +5% and approaching a key resistance zone at ~$79
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TigerEvents
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06-23

SpaceX Is Pulling Back — Bearish or Buying the Dip?

SpaceX’s IPO hype is cooling fast. After opening at $150 per share on June 12, the stock surged in its first two trading days and briefly became one of the most valuable companies in the world. But the rally didn’t last. $SpaceX(SPCX)$ Shares fell 5% and 3.6% on Wednesday and Thursday last week, then dropped another 16% on Monday. That brings SpaceX’s total decline to nearly 24% over the past three full trading days. So what’s going on? — is this the start of a bigger selloff, or a chance to buy the dip? On one side, SpaceX is expected to be added to major indexes including FTSE Russell, MSCI, Nasdaq-100, and CRSP over the coming months. Estimates suggest passive funds could bring in roughly $21 billion to $33 billion of buying demand. On the othe
SpaceX Is Pulling Back — Bearish or Buying the Dip?
# SpaceX to Join Nasdaq 100, Space Stocks Surge, What to Buy?
TOPAh_Meng: $SpaceX(SPCX)$ even at its IPO price at $135 is super expensive. The price run to $200+ is simply hype generated by Elon fan club together with the rest of the greedy bankers who want a cut of those big profits from this historical “cooked” job! True, SpaceX is one of its kind with also a one of a kind person at the helm. That does not mean we can throw whatever valuation or premium they want. Guess what? Most importantly, its free float is only less than 6% or less than 5% of total share count! If this company is not about share price manipulation, I am not sure what it is… just look at any listed company, if I tell you its free float is only 5% or less, most people if they are not gambling would stay clear. Just because it is SpaceX or Elon Musk!? He is one guy with control freak history with Tesla and he is repeating it, upp that control 100 fold here, and gamblers are flocking to it. I won’t buy SpaceX even if it is at $10 if it stays status quo. Meanwhile, I just enjoy the scene.
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Trend_Radar
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06-23

$INTC just hit $140.94 and is now within striking distance of a new all-time high

$Intel(INTC)$ $Intel Corp.(INTC) Soared +5.19% to $140.94: Chip Giant Hits All-Time High, Momentum Intact 🚀 Latest Close Data 📊 Closed at $140.94 on 2026-06-23, surging +5.19% (+$6.95). The price is just $0.51 below its new 52-week high of $141.45. Core Market Drivers ⚙️ Apple Partnership: Shares gapped up over 10% following Trump's announcement of a new Apple-Intel chip manufacturing partnership in the U.S. 🍏 Geopolitical Tailwind: The U.S.-Iran memorandum of understanding has boosted overall market risk sentiment. Sector Strength: Strong performance in the broader semiconductor and advanced packaging space continues to provide support. Technical Analysis 📈 Volume: Trading volume of 127M shares shows solid participation, though the Volume Ratio o
$INTC just hit $140.94 and is now within striking distance of a new all-time high
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JaminBall
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06-23

SpaceX Is Becoming the World's Most Important AI Neocloud

$SpaceX(SPCX)$ lands another computing deal, this time with Reflection, an open source model development company. $150m / month for GB300s. SpaceX the Neocloud! Deal 1 with Anthropic Colossus 1 and Colossus 2. Anthropic took all of Colossus 1 $1.25b / month ~325k total chips, split roughly into 150k H100s, 50k H200s, 125k GB200s ~$5-$6 / hour blended Deal 2 with $Alphabet(GOOG)$ Colossus 2 $920m / month ~110k GB200s / GB300s (not clear which chip) ~$11-$12 / hour Deal 3 with Reflection Colossus 2 $150m / month ~18k GB300s Amount of chips not disclosed, but if we use the same hourly rate as the Google deal, the implied number of GB300s is ~18k In Summary $2.32B / month >$10 / hour for Blackwells (which
SpaceX Is Becoming the World's Most Important AI Neocloud
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501
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Trend_Radar
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06-23

$MU Soars Past $1,200 as AI Memory Boom Accelerates

$Micron Technology(MU)$ $Micron Technology, Inc.(MU) Soars +6.82%: AI Memory Leader Breaks $1200, Eyes New Highs 🚀 📈 Latest Close Data Micron closed at $1,211.38 on 2026-06-23, surging +6.82% (+$77.39). The stock is now trading just $2.18 below its 52-week high of $1,213.56. 💡 Core Market Drivers The stock continues to ride the massive wave of AI-driven demand for high-bandwidth memory (HBM) chips. Despite a history of post-earnings volatility, the market is pricing in sustained growth, with the company's total market cap exceeding $1.36 trillion. Geopolitical tensions and supply chain dynamics in the semiconductor sector remain key macro watchpoints. 📊 Technical Analysis The breakout is supported by strong volume (Volume Ratio: 1.10) and a bullish
$MU Soars Past $1,200 as AI Memory Boom Accelerates
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EstherLearningTrades
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06-22

US Stocks Hit Record $119B Weekly Inflow! AI Rally Spreads Upstream to Equipment Plays

For the week ended June 17, US equity funds saw a record $119.2 billion inflow. Tech alone grabbed $19.2 billion — also an all-time high. 📊 Key Numbers at a Glance 💰 US equity funds weekly inflow: $119.2B → All-time record 💻 Tech sector weekly inflow: $19.2B → All-time record 📈 Mid-cap funds weekly inflow: $19.9B → All-time record 🎯 Small-cap funds weekly inflow: $12.3B → 2nd highest ever 🔮 2026 annualized projection: $739B → if current pace holds 🏦 Wells Fargo $S&P 500(.SPX)$ target: 8,600–8,800 by end of 2027 💵 US household stock wealth gain: +$6 trillion YTD 🔥 Three Catalysts Driving the Rally 1️⃣ Iran War Ends — Middle East risk cools, Trump approval stops falling, Wall Street turns bullish 2️⃣ AI Infrastructure Boom —
US Stocks Hit Record $119B Weekly Inflow! AI Rally Spreads Upstream to Equipment Plays
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Macquarie Warrants Singapore
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06-23

Top mover alert: Alibaba - trades below HK$100 for the first time in 14 months

⚠ $BABA-W(09988)$ shares are trading 3.9% lower to HKD 98.90 as of 231PM today, breaking below the psychological HKD 100 level and trading to its lowest price level since 9 April 2025 While today's move is partly sector-driven, with tech shares seeing a global rout given overvaluation concerns, Alibaba is nevertheless a standout underperformer versus its China tech peers 📉Today's sell-down takes its one month performance to -18%, compared to the Hang Seng Tech's 9.9% one-month loss, as the company is weighed down by company-specific developments Earlier this month on 8 June, the US Pentagon designated the company as a "Chinese military company" Later on 11 June, Beijing's market regulator chastised leading e-commerce platforms including Alibaba f
Top mover alert: Alibaba - trades below HK$100 for the first time in 14 months
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The Investing Iguana
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06-23

STI at the Ceiling? | SGX Daily Pulse 23 Jun 2026 | Episode 1669 🦖

STI at the Ceiling? | SGX Daily Pulse 23 Jun 2026 | Episode 1669 🦖 Everyone is talking about the STI flirting with record highs, but the tape is moving like a market that has already run out of breath. Price is sitting just under the peak, yet the real action is in the Strait of Hormuz, where shipping lanes and oil flows are still not behaving like “peace time” even as headlines calm down. That gap between what the index shows and what the trade routes are telling us is where I think most Singapore investors are dangerously underweight in attention. 📺 YouTube: https://youtu.be/h1LQ8DBK1Lc 📩 Substack: https://investingiguana.com/p/sti-at-the-ceiling-sgx-daily-pulse
STI at the Ceiling? | SGX Daily Pulse 23 Jun 2026 | Episode 1669 🦖
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