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07-01 02:50
$QUANTUM CORP(QMCO)$ $D-Wave Quantum Inc.(QBTS)$  $IONQ Inc.(IONQ)$  🚀📦 $QMCO Quantum Computing Inc: AI Storage Demand Explodes, Balance Sheet Reset Creates New Chapter 📦🚀 🧠 I believe the biggest takeaway from Quantum’s FY26 results is not just the 27% YoY revenue acceleration, but the strategic reset that happened immediately after quarter-end. A company once weighed down by a heavily leveraged balance sheet has now removed its biggest existential risk. The $100M capital raise eliminated term debt, converted existing notes, removed approximately $21M in annual interest expense, and shifted the investment narrative from survival mode toward ex
$QUANTUM CORP(QMCO)$ $D-Wave Quantum Inc.(QBTS)$ $IONQ Inc.(IONQ)$ 🚀📦 $QMCO Quantum Computing Inc: AI Storage Demand Explodes, Balance Sheet Reset ...
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nerdbull1669
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07-01 08:20

Technical Setup for a Bull Put Spread on Alphabet (GOOGL)

Alphabet’s recent corporate and market milestones make it a highly compelling case study for both equity and options-focused strategies. The dynamic you described highlights a classic intersection of fundamental re-rating and structural market support. The Fundamental Re-Rating: Is it a Buy? The pullback of roughly 12–15% from its May 2026 all-time highs of around $385 down to the mid-$350s has effectively compressed $Alphabet(GOOGL)$ Alphabet's valuation. Attractive Valuation Compression: At these levels, the stock trades at a forward P/E of roughly 23.7x to 24.7x. Compared to a trailing P/E that recently spiked over 30x, this compression provides a solid safety margin for long-term investors. The AI and Cloud Narrative: This isn't just a multip
Technical Setup for a Bull Put Spread on Alphabet (GOOGL)
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orsiri
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07-01 09:20

The Efficiency Illusion: Why Block's Real Advantage Hides in Plain Sight

When Efficiency Stops Looking Like Growth For years, Block seemed to be starring in two entirely different films. In one, it was an innovative fintech reshaping commerce through Square and Cash App. In the other, it was an unfocused pandemic darling distracted by Bitcoin, the costly Afterpay acquisition and the unconventional leadership of Jack Dorsey. Neither story quite reflected what was quietly happening beneath the surface. To me, Block has evolved into something that the market still struggles to recognise. Rather than being primarily a payments company, it is steadily becoming an efficiency platform whose economics improve almost invisibly. That distinction matters because invisible competitive advantages rarely command premium valuations until they have already compounded for years
The Efficiency Illusion: Why Block's Real Advantage Hides in Plain Sight
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nerdbull1669
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07-01 10:02

Market Outlook: AI Reality Check Drives Sector Rotation into Q3

The U.S. stock market wrapped up June with a volatile but fascinating close. It marked a distinct inflection point, forcing investors to weigh whether the historic tech run is hitting a wall or simply taking a necessary breath. The June Close & The Tone for Q2/Q3 The market closed the final sessions of June by rallying to trim what had been a rocky month. On June 30th, the $S&P 500(.SPX)$ S&P 500 rose 0.8% (closing just under 7,500), the $NASDAQ(.IXIC)$ Nasdaq jumped 1.5%, and the Dow Jones Industrial Average ticked up 0.3% to edge out another record. Despite the final days' rebound, June was the S&P 500's first losing month after a stellar consecutive run. However, looking at the bigger
Market Outlook: AI Reality Check Drives Sector Rotation into Q3
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D45
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07-01 13:00
$Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$  這是短炒彈藥 量子電腦未來發展趨勢 量子電腦正從實驗室原理驗證加速邁向工程化與產業化,未來十年將沿著**硬體規模化、錯誤校正實用化、專用機優先落地、量子與AI融合、網路互聯與安全升級**六大主線推進,中長期朝通用容錯量子運算與全球量子網際網路發展。 --- ## 一、硬體:多技術路線並行,規模與保真度同步提升 - **超導量子**:仍是主流技術路線,量子位元數量持續突破(如IBM、Google),核心目標為提升**閘保真度(逼近99.9999999%)**與同調時間,降低運算錯誤率。 - **光量子(中國優勢領域)**:具備室溫穩定、低損耗特性,「九章」系列不斷刷新光子纏結紀錄,產業化門檻低,預計3至5年內可縮減至桌上型電腦尺寸。 - **中性原子/離子阱**:擴展性高、同調時間長,中性原子技術路線快速崛起(如中國「漢原」系列),目標在2027至2030年推出千位元等級專用量子電腦。 - **矽基量子**:2026年已實現原子級精度全堆疊邏輯運算,未來將依託成熟半導體製程,實現低成本量產。 ## 二、錯誤校正:從NISQ過渡至容錯運算,邁向實用化關鍵突破 - **短期(2025-2030)**:量子錯誤校正走向規模化,邏輯量子位元突破10個,表面碼等新型校正碼降低實體量子位元消耗,推動NISQ(雜訊中型量子)電腦於特定領域商業化應用
RGTI
06-30 22:55
USRigetti Computing
SidePrice | FilledRealized P&L
Buy
Open
18.90
200
-0.95%
Holding
Rigetti Computing
$Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ 這是短炒彈藥 量子電腦未來發展趨勢 量子電腦正從實驗室原理驗證加速邁向工程化與產業化,未來十年將沿著**硬體規模化、錯誤校正實用化、專用機...
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My Market Diary
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07-01 16:23

What I Learned from Kenny Loh: ETF Techniques Every Beginner Should Know

Click here to watch the live stream recap! Recently, I had the chance to listen in on a livestream with Kenny Loh, SGX Academy trainer and founder of REITsavvy, where he shared practical ways to use SGX ETFs to tap into Asia’s growth and build a more structured portfolio. As a beginner trader, I used to think investing was mostly about finding the “right stock.” But after this session, one thing became clearer to me: sometimes, the smarter move is not to chase one stock, but to build a portfolio that can survive different market conditions. Here are some ETF techniques I learned and found useful, especially for beginners like me. 1. ETFs help re
What I Learned from Kenny Loh: ETF Techniques Every Beginner Should Know
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ASX_Stars
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07-01 15:23

Mid-Year 2026 Review: Top 5 ASX Stocks & H2 Outlook

The first half of 2026 has officially come to an end, and at first glance, Australia’s equity market looked surprisingly uneventful. As of June 30, $S&P/ASX 200(XJO.AU)$ closed at 8,778.7, up just 0.74% year to date. On a financial-year basis, the index returned roughly 2.7%–2.8%, making FY2026 one of the weaker years in recent history. While major overseas markets were driven by AI enthusiasm and large-cap technology, Australia spent much of the year battling higher interest rates and a slowing domestic economy, leaving the headline index largely stuck in place. Macro headwind throughout the first half: rate hike. The Reserve Bank of Australia (RBA) raised rates three consecutive times in 2026, lifting the cash rate to 4.35%
Mid-Year 2026 Review: Top 5 ASX Stocks & H2 Outlook
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Woot
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07-01 11:46
$Alphabet(GOOGL)$  one of the few companies that started the AI craze.  Best case scenario: AI contribute immensely to productivity. Revenue goes up. Worst case scenario: AI is a bubble. Alphabet stops capex. Free cash flow goes up. Rest of economy goes to dump. Buy now at Berkshire entry price in 2026. Wait and you will regret. Once the assets (data centers) are online, that is when revenue will spike. It is inevitable that the other S&P500 companies will increase their IT budget. 
$Alphabet(GOOGL)$ one of the few companies that started the AI craze. Best case scenario: AI contribute immensely to productivity. Revenue goes up....
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mster
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07-01 13:58
$Advanced Micro Devices(AMD)$   AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have never look back since.  The upward trajectory looks parabolic and over extended.  Is this high speed train coming to a stop or at least lowered any time soon? 
$Advanced Micro Devices(AMD)$ AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have nev...
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JC888
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07-01 12:06

SPCX - Visionary Empire or Vampire Trap ?

$SpaceX(SPCX)$ has turned into a brutal roller coaster ride for investors. The company recently pulled off the biggest initial public offering (IPO) in stock market history, raising a massive $85.7 billion. Price Rollercoaster. The stock’s IPO price was $135 /share and SPCX started trading at $150 on Fri, 12 Jun 2026. Driven by intense hype around space flight and a massive $26.5 trillion total addressable market in artificial intelligence (AI), investors rushed in. The stock quickly shot up +66%, peaking at over $225 per share. (see below) Who would have guessed with pinpoint accuracy, that the excitement would evaporate in just 2 weeks. Vampire Stock. On Tue, 23 Jun 2026, SPCX shocked the market by announcing it needed even more cash. {Does thi
SPCX - Visionary Empire or Vampire Trap ?
TOPSandyboy: Nice. I bought at 150 and sold at 175. Had puts at 150 which I rolled down to 144 and plan to roll down further to 135 and below if possible. Historically IPO get crushed within 6 months of listing and may rise after that. Bullish flags are inclusion in indices which will push the price up. The staggered exit for promoters is a bear flag.
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Option_Movers
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07-01 11:34

Option Movers | Nvidia's $200 Call Soars 177%; Nike's Volume Jumps 230%

Market Overview The S&P 500 and ​Nasdaq finished ​June on Tuesday (June 30) with their biggest quarterly gains since 2020 as investors remained upbeat about economic and earnings growth even amid the Middle East conflict. Regarding the options market, a total volume of 55,383,085 contracts was traded, down 11% from the previous trading day. Top 10 Option Volumes Top 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $AAPL(AAPL)$, $INTC(INTC)$, $AMZN(AMZN)$, $SPCX(SPCX)$, $Cboe VIX(VIX)$,
Option Movers | Nvidia's $200 Call Soars 177%; Nike's Volume Jumps 230%
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ShayBoloor
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07-01 11:01

RKLB, BE, AMZN& AMBA Enjoy Great Potential to Embrace the AI Wind!

Hello everyone! Today i want to share some trading ideas with you! 1 $Ambarella(AMBA)$ up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras. Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible. 2 $Amazon.com(AMZN)$ plans to open a fully robotic logistics center in Poland in October 2026. The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automation footprint in Europe. 3 $Rocke
RKLB, BE, AMZN& AMBA Enjoy Great Potential to Embrace the AI Wind!
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piggytl
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07-01 01:05
JUNE 2026 (SUMMARY) VERY VOLATILE MONTH. SURVIVING IT IS THE IMPORTANT PART. Broadcom's earnings disappointment, massive sell-offs, profit taking, growing concerns surrounding chips and AI, Space sector concerns as SpaceX causes massive money move from investors to invest in SpaceX IPO instead of other space stocks like Rocket Lab.  On the contrary, MASSIVE ENDORSEMENT FROM NVIDIA CEO JENSEN HUANG ON $Marvell Technology(MRVL)$ , helps boost Marvell as one to watch for in the future. $NVIDIA(NVDA)$  $Broadcom(AVGO)$  looks for a bounce back to new highs and $Rocket Lab USA, Inc.(RKLB)$&
JUNE 2026 (SUMMARY) VERY VOLATILE MONTH. SURVIVING IT IS THE IMPORTANT PART. Broadcom's earnings disappointment, massive sell-offs, profit taking, ...
TOPblinkix: I checked NVDA and AVGO inventory turns — looks a lot like 2018. Bounce maybe, but who clears that inventory first?
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Woot
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06-30 22:30
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187
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Calwsh
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06-30 22:39
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XAUUSD Gold Traders
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07-01 10:15

The Federal Reserve has Recently sent Hawkish Signals

$Gold - main 2608(GCmain)$Fed Policy Pressure (Bearish): The Federal Reserve has recently sent hawkish signals suggesting it may further tighten monetary policy this year. Fed Chairman Kevin Warsh reiterated the central bank’s determination to bring inflation down to the 2% target, which pushed up real U.S. Treasury yields and the U.S. Dollar Index (DXY, which held steady above 101), causing gold—a non-interest-bearing asset—to suffer a sharp decline throughout June. Easing Geopolitical Tensions (Bearish): The U.S. and Iran reached a preliminary ceasefire agreement and are moving forward with the Doha talks. The “safe-haven premium” driven by the Middle East geopolitical crisis has recently faded significantly, weakening safe-h
The Federal Reserve has Recently sent Hawkish Signals
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Bearfong
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07-01 01:12
$Apple(AAPL)$   Patience pays. I started buying Apple when the market sentiment was uncertain, focusing on the company’s strong ecosystem and long-term innovation rather than short-term price movements. Today, my position is up over 112%, reminding me that great businesses reward patient investors. The biggest lesson I’ve learned is to stay invested, ignore the noise, and let compounding do its magic. Time in the market is often more powerful than trying to time the market. Here’s to investing with conviction and thinking long term!
$Apple(AAPL)$ Patience pays. I started buying Apple when the market sentiment was uncertain, focusing on the company’s strong ecosystem and long-te...
TOPCliff: Built my Apple stake 5 years ago for the moat too, never touched it
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EliteOptionsTrader
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07-01 09:58

MU: The Next Phase for the AI Super Cycle is Robotics

$Micron Technology(MU)$’s hardware is the key catalyst pushing us towards the next Industrial Revolution After a 20% earnings beat and a subsequent 10% selloff, $Micron Technology(MU)$ is right back near ATHs, holding just under 1200. The overall market is finally showing strength and $Micron Technology(MU)$ looks ready to break ATHs and push towards the key psychological 1500 level. Get thru 1172 and a push to 1250 can happen fast. Thru 1250 and we see the next leg higher towards 1500 Humanoid Memory Demand 🤖 The next phase for the AI super cycle is robotics, with $MU’s CEO saying that humanoid robots carry 10x the memor
MU: The Next Phase for the AI Super Cycle is Robotics
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EliteOptionsTrader
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07-01 09:55

TRADE PLAN for Wednesday 📈

TRADE PLAN for Wednesday 📈 $S&P 500(.SPX)$ closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SanDisk Corp.(SNDK)$ 2500 coming, massive move today.. up 200+ points.. $Micron Technology(MU)$ next if it can get through 1160+. MU July 2 1250C can work above 1160 $Invesco QQQ(QQQ)$ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market. Good luck tmrw everyone!! 🫡
TRADE PLAN for Wednesday 📈
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