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Guavaxf3006
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06-30 07:57
Strange behaviour. I thought this cash "reserve" of $2+ b was supposed to be used to pay dividends  to prefered shares holders. Now you use $1b to buy back ordinary shares, you have less cash to do this. Which means, Bitcoin damn well go above $84k so uou can at least sell more Bitcoin to raise cash to pay the coming dividends when the cash reserves dries up. Either way, all actions are not looking sustainable. MSTR will end up having to sell off their own asset to pay for either dividends or to pay for debts.

Strategy Jumps about 7% as It Unveils $1 Billion Share Buyback Plan as Part of New Capital Strategy

Strategy Inc. has introduced a Digital Credit Capital Framework, which incorporates share repurchase initiatives for up to $1 billion each of its preferred securities and its Class A common shares,...
Strategy Jumps about 7% as It Unveils $1 Billion Share Buyback Plan as Part of New Capital Strategy
Strange behaviour. I thought this cash "reserve" of $2+ b was supposed to be used to pay dividends to prefered shares holders. Now you use $1b to b...
TOPwhimsie: Who said that cash pile only exists for prefs? I’m still holding — buybacks can lift BTC per share, not automatically a distress signal
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nerdbull1669
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06-30 09:19

Market Resiliency Amid Structural AI Shifts and Q3 Seasonal Volatility

The massive rebound on Monday, June 29, 2026, was a textbook example of the market finding its footing just as technical and geopolitical stars aligned. Coming off a rough five-day slide fueled by profit-taking in mega-cap AI names, the market caught a major tailwind from reports of a potential U.S.-Iran ceasefire, which immediately sent oil prices lower and eased short-term inflation anxieties. A strong finish for June sets up an incredibly nuanced transition from Q2 into Q3. Here is how the macro picture, the AI narrative, and sector rotations are shaping up: What a Strong June Close Signals for Q2 and Q3 Q2 Validation: A robust close effectively locks in a stellar Q2. Driven by fundamental earnings growth (with 85% of $S&P 500(.SPX)$ S&
Market Resiliency Amid Structural AI Shifts and Q3 Seasonal Volatility
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Pinkspider
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06-30 10:41
$TSLA $500 Break Incoming and It Will Trigger One of the Most Violent Mega Cap Breakouts of the Year Tesla has been consolidating since 2022 and hasn’t seen a break of ATHs with momentum since. When $TSLA breaks above 500 this time around it will move to 700 within a couple of weeks. As of today, $TSLA reclaimed $400 and held. This is very different from what we normally see as Tesla tends to reverse often. If $TSLA can hold 414 this week a push to 423, 450 can come fast. Tesla’s Optimus $MU CEO just called humanoid robots a multi-decade demand cycle, noting one humanoid carries ~10x the memory of an autonomous vehicle, the supply chain confirming the demand. $TSLA is the only public company with a humanoid already in production, and paused Model S/X to convert Fremont into an Optimus line
$TSLA $500 Break Incoming and It Will Trigger One of the Most Violent Mega Cap Breakouts of the Year Tesla has been consolidating since 2022 and ha...
TOPKittyBruno: Held since 2019 and this weekly setup above 400 looks tighter than 2020. If 423 clears, 450 can rip fast 🚀
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Pinkspider
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06-30 10:41

$TSLA ALL TIME HIGH SOON

$TSLA $500 Break Incoming and It Will Trigger One of the Most Violent Mega Cap Breakouts of the Year Tesla has been consolidating since 2022 and hasn’t seen a break of ATHs with momentum since. When $TSLA breaks above 500 this time around it will move to 700 within a couple of weeks. As of today, $TSLA reclaimed $400 and held. This is very different from what we normally see as Tesla tends to reverse often. If $TSLA can hold 414 this week a push to 423, 450 can come fast. Tesla’s Optimus $MU CEO just called humanoid robots a multi-decade demand cycle, noting one humanoid carries ~10x the memory of an autonomous vehicle, the supply chain confirming the demand. $TSLA is the only public company with a humanoid already in production, and paused Model S/X to convert Fremont into an Optimus line
$TSLA ALL TIME HIGH SOON
TOPjollyfo: 700 in weeks is a stretch. Q1 deliveries already rolled over and demand still looks soft
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Shernice軒嬣 2000
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06-30 10:48

The Robot Factory Era Has Begun.

A recent report says General Motors $General Motors(GM)$   is cutting around 1,000 workers while accelerating factory automation. Reports also indicate GM is working with $NVIDIA(NVDA)$   on AI-powered manufacturing and robotics. This isn't just another automation project—it's another sign that the robotics inflection point may have arrived. Look across the industry: - $Tesla Motors(TSLA)$  is developing the Optimus humanoid robot while using NVIDIA technologies across parts of its AI ecosystem. - Foxconn is working with NVIDIA to build AI factories and deploy intelligent ro
The Robot Factory Era Has Begun.
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Shernice軒嬣 2000
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06-30 10:55

Memory Makers Under Fire: Did the AI DRAM Boom Cross the Line?

The AI revolution has triggered one of the strongest memory supercycles in history. Prices for DRAM and HBM have surged, foundries are running at full capacity, and demand from AI data centers continues to outpace supply. But now, that boom is facing a legal challenge. A class-action lawsuit filed in the U.S. District Court for the Northern District of California alleges that the world's three largest DRAM manufacturers—Samsung Electronics, SK Hynix, and Micron Technology—worked together to restrict the supply of conventional DRAM while prices were rapidly increasing. $Micron Technology(MU)$   $Corgi SK hynix 2x Daily ETF(SK)$   $CSOP Samsung Electronics
Memory Makers Under Fire: Did the AI DRAM Boom Cross the Line?
TOP1PC: Nice Sharing 😁 @koolgal @Shyon @Aqa @DiAngel @JC888 @Barcode
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Gilly87
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06-30 13:49

As Solid as BlackRock? 🏦

BlackRock manages over US$10 trillion in assets. That's more money than the annual economic output of almost every country on Earth. Yet despite its enormous size, many investors have never considered owning BlackRock itself. $BlackRock(BLK)$ isn't just another financial company—it's the world's largest asset manager, overseeing more than US$10 trillion in assets across ETFs, mutual funds, institutional portfolios, and retirement investments. Whether investors are buying the S&P 500, planning for retirement, or investing through institutions, there's a good chance BlackRock is involved. 📊 Market Insights 💰 Over US$13.9 trillion in Assets Under Management (AUM) BlackRock manages nearly US$14 trillion for investors worldwide, making it the lar
As Solid as BlackRock? 🏦
TOPMeet0: 5.5T ETF moat is real, but flows slowing matters more. Aladdin still feels small vs the whole story — what changes the tape here?
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koolgal
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06-30 15:18
🌟🌟🌟Bitcoin has been falling below USD 60,000 because several major pressures have hit the market at the same time : ETFs outflows, tech stock selloffs, rate hike fears, regulatory delays and even selling from $Strategy(MSTR)$ . But here is the thing: Bitcoin has been here before.  It has fallen and risen.  Every time it breaks a level that scares people, it writes a new chapter. This isn't the end of Bitcoin.  It is the part where conviction gets tested.  Bitcoin will rise again and this is a good time for long term investors to buy.  @Tiger_comments @TigerStars

【🎁有獎話題】「只買不賣」神話鬆動?Strategy首度授權出售BTC,加密市場為何暴跌?

@Crypto加密虎
關注著加密貨幣市場的小虎們,近期加密貨幣市場再次出現劇烈波動。 比特幣(BTC)短線快速跌破6萬美元重要關口,最低觸及58,121美元,創下2024年9月以來的新低。以太坊(ETH)、Solana(SOL)等主流幣種也同步下跌。 不少投資者都在問:這次暴跌,究竟是誰在賣? 從目前市場情況來看,本輪下跌並非由單一事件引發,而是期權集中到期、機構資金持續流出、鏈上大戶減倉,以及市場風險偏好下降等多重因素共同作用的結果。而就在市場情緒最悲觀之際,全球最大企業級比特幣持有者 $Strategy(MSTR)$的一紙公告,又讓市場對比特幣的後續走勢產生新的分歧。 一、百億美元期權集中到期,多頭遭遇「清算風暴」 本輪下跌最直接的催化劑,來自6月25日的大規模比特幣期權集中到期。 全球最大加密貨幣期權交易平臺Deribit當日共有名義價值約96億至100億美元的比特幣期權到期,約佔平臺未平倉合約總量的37%。其中,高達97.83%的看漲(Call)期權均處於價外狀態,即行權價高於市場現價,最終幾乎全部失去內在價值。 這意味著,大量此前押注比特幣上漲的投資者,其期權倉位在價格持續回落後悉數歸零。 更值得關注的是,這不僅意味著多頭損失慘重,也改變了市場的對沖結構。當大量看漲期權失效後,做市商無需再維持原有的上行風險對沖,反而可能透過賣出現貨或期貨重新調整倉位,令市場賣壓進一步放大。 換言之,本輪急跌更像是一場由衍生品市場引發的結構性去槓桿,而非單純的大戶砸盤。 (來源:derbit) 二、機構資金持續撤退,ETF遭遇史上最長贖回潮 如果說期權到期是本輪下跌的導火索,那麼機構資金的持續流出,則是比特幣近期持續承壓的核心原因。 6月24日,美國現貨比特幣ETF單日錄得約4.69億美
【🎁有獎話題】「只買不賣」神話鬆動?Strategy首度授權出售BTC,加密市場為何暴跌?
🌟🌟🌟Bitcoin has been falling below USD 60,000 because several major pressures have hit the market at the same time : ETFs outflows, tech stock sello...
TOPJamesWalton: I doubled my MSTR yesterday, betting BTC shakes this off and makes new highs
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SGX_Stars
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06-30 15:16

SGX Geoff Howie: STI & SG ETF 1H26 Review & 2H26 Market Outlook

1. 1H26 Performance Review Singapore’s equity market entered 2026 with stronger momentum, supported by firmer liquidity conditions, increased institutional participation, and clearer sector drivers. $Straits Times Index(STI.SI)$extended its gains through the first half of the year. Performance remained anchored by the banking sector, supported by sustained net interest income, capital return visibility, and continued investor allocation toward balance sheet strength. Financials remained a core pillar of the index, reflecting both earnings resilience and their weighting influence within the STI. The STI formed all-time highs in June 2026 above 5,200, supported by continued ETF inflows and steady participation across the benchmark.
SGX Geoff Howie: STI & SG ETF 1H26 Review & 2H26 Market Outlook
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SGX_Stars
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06-30 13:50
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SG Visual Research
·
06-30 15:39

AI Eldercare Robots: The Next Question Is Care Capacity

$AJJ Medtech(584.SI)$   The real question for AI eldercare robots is not only whether a robot exists, but whether it can be measured, supervised and integrated into real institutional care workflows. In institutional eldercare settings, the more important questions are: what tasks does the robot support, in what care environment, under whose supervision, and how much routine workload may be released? That is why the discussion around AI eldercare robots is moving from robot features to care-workflow measurement and care-capacity release. The key relevance of RR-Care™ FTE 2.3 is not to frame robots as simple human replacements, but to develop a nursing-management language for FTE-equivalent workload-release and care-capacity assessment
AI Eldercare Robots: The Next Question Is Care Capacity
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TigerPicks
·
06-30 14:41

💰44 U.S. Stocks at All-Time Highs — Here Are the Top 10 Driving the Market

Forty-four U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of June 30, 2026. The top 10 span pharmaceuticals, semiconductor equipment, cybersecurity, optical communications, and Canadian banking — a cross-section of the market's strongest narratives right now. The top 10 tickers leading this cohort — $Eli Lilly(LLY)$, $Johnson & Johnson(JNJ)$, $Applied Materials(AMAT)$, $Lam Research(LRCX)$, $AbbVie(ABBV)$,
💰44 U.S. Stocks at All-Time Highs — Here Are the Top 10 Driving the Market
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RichardBaha
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06-29 18:23
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Moolele
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06-29 19:54
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Stormytw
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06-29 21:11
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joeych
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06-29 21:26
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Woot
·
06-29 22:00
$ASML Holding NV(ASML)$  South Korea to invest nearly US$1.2 trillion in chips, AI data centres. Guess where the money is going to ?
$ASML Holding NV(ASML)$ South Korea to invest nearly US$1.2 trillion in chips, AI data centres. Guess where the money is going to ?
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Tiger_comments
·
06-30 16:38

Mid-Year 2026 Review: Index +8%, Memory Stocks Up 7x. What to Focus in Q2?

The first half of 2026 is officially over. As of June 30, $S&P 500(.SPX)$ is up 8.7% year to date, $NASDAQ(.IXIC)$ has gained 11.1%, $Dow Jones(.DJI)$ is up 8.6%, while the Russell 2000 has surged more than 20%, making small caps the clear leader. The index looked calm, but stock picking was anything but. AI hardware names produced multiple multi-baggers, while software stocks briefly erased nearly $1 trillion in market value. The Philadelphia Semiconductor Index swung from gains of more than 6% in a single day to losses approaching 8%. What Happened in the First Half? The Iran conflict pushed oil prices higher
Mid-Year 2026 Review: Index +8%, Memory Stocks Up 7x. What to Focus in Q2?
TOPShyon: For me, the first half of 2026 was about staying disciplined and focusing on AI infrastructure instead of chasing hype. I continued buying quality companies after pullbacks, especially in semiconductors and cloud infrastructure. While not every trade was perfect, I'm satisfied with my overall performance. For Q2 earnings, I think the market needs proof that AI is driving real earnings growth, not just higher valuations. If companies continue delivering strong results and hyperscalers keep investing, I believe the AI rally still has room to run. In the second half, I'm staying bullish but more selective. I still like memory and AI infrastructure, while also watching power and networking as the next AI opportunities. My plan is to keep buying quality stocks during market dips and stay invested for the long term. @Tiger_comments @TigerClub @TigerStars
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RichardBaha
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06-29 22:34
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4M65
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06-30 00:12
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