Hello everyone! Today i want to share some ai trading ideas with you! 1 I'm up more than 20x on my $Rocket Lab USA, Inc.(RKLB)$ position after going overweight under $4 three years ago. That return didn't come in a straight line because the stock has already gone through four separate drawdowns of 40% or more on the way here. This current drawdown feels no different because volatility has always been the cost of admission for long-term compounding in this name. 2 $Meta Platforms, Inc.(META)$ is already using AI to improve its ad engine which makes it a clear winner in the AI economy. The market still wants proof that its massive infrastructure spend can create revenue beyon
MSFT, ORCL, INTC& DELL Enjoy Great Upward Momentum!
Hello everyone! Today i want to share some technical analysis with you! 1 $Dell Technologies Inc.(DELL)$ Getting tight within this symmetrical triangle. 2 $Intel(INTC)$ Down to the March pivot VWAP zone. This has been a bounce spot over the last few months. If it fails to hold up above the bottom of this zone, that will be a big status quo change since the uptrend that started in late March. 3 $Oracle(ORCL)$ Interesting spot for a hammer candle to form. 4 $Microsoft(MSFT)$ This gapped into last quarter's wick. When a candle gaps up (or down) into the previou
$S&P 500(.SPX)$ continues to trade in the same range the past 5 days above 7430. SPX needs through 7540 or under 7438 to see more momentum. This is week 5 of SPX trading under the all time highs at 7621. $Micron Technology(MU)$ dropped 27% from the all time highs. If MU can form a base above 851 it can test 1000 again this month. MU above 1000 can move back to 1094,1168. MU under 851 can drop to 700. $Meta Platforms, Inc.(META)$ closed up 16 on the day. As long as META Holds 600 we should see 628 again if the Mag 7 can rally higher. Calls can work above 620 for tomorrow.
Technology stocks have dominated market conversations for years. Artificial intelligence, semiconductors, cloud computing and the largest technology companies have attracted enormous attention and capital. 🤖💻 But markets rarely move in one direction forever. When leadership begins to broaden and money starts flowing into other parts of the market, it raises an interesting question: is this simply a temporary rotation, or are new opportunities beginning to emerge beyond tech? 👀 Looking Beyond the Biggest Winners 🔎 The strength of the technology sector has been difficult to ignore. AI enthusiasm and strong earnings growth have helped push some technology companies to remarkable valuations. That does not necessarily mean the technology story is over. However, I think there is a difference bet
AJJ’s Second AI Eldercare Robotics Research Update: From RR-Care™ FTE 2.3 to RR-Gov™ / RDIS
$AJJ Medtech(584.SI)$ AI eldercare robots entering institutional care settings should not be assessed only by what they can do. The bigger question is whether the deployment system can be governed, audited, supervised and supported by compliance and data-governance evidence. AJJ Medtech’s (SGX:584) latest RR-Gov™ / RDIS update addresses this question. If RR-Care™ FTE 2.3 focuses on care workflow and workload-release logic, RR-Gov™ / RDIS moves the discussion toward governance readiness before regulated deployment assessment. In simple terms, RDIS is not a sales metric. It is a governance-readiness scoring framework for assessing whether AI eldercare robots have the infrastructure basis for regulated institutional deployment. AI-reada
AI Momentum and Policy Developments Remain in Focus; LCU Up 22.03% YTD 【 CSOP SG Weekly 】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.56%* During the week, softer payroll data reduced expectations of an imminent Fed hike. Looking ahead, markets will focus on the release of the FOMC minutes for further insight into the Fed's assessment of inflation and growth risks. HSBC continues to see a hawkish bias at the front end as policymakers remain focused on inflation risks and keep all upcoming meetings "live" for potential policy action. *Bloomberg, as of 2026/07/02. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑3.02% As of 03 Jul 2026 (Fri), $CSOP iEdge SREIT ETF S$(SRT.SI)$ declined 0.27% WTD in SGD, bringing YTD return to ‑3.02%. WTD losses were led by industrial, reta
The OCBC Mid-Year Warning: Why New IPOs Face a 20% Growth Hurdle 🦖
The OCBC Mid-Year Warning: Why New IPOs Face a 20% Growth Hurdle 🦖 I thought OCBC’s warning was about weak IPOs, it is really about how strong the existing market has become after MAS pushed S$6.5b into Singapore equities. When secondary names get repriced upwards first, any new listing has to steal your CPF and SRS away from proven payers, not just tell a nice growth story. That is the part I do not think most income investors have clocked yet. For a 55-year-old who still needs REIT distributions to top up CPF and SRS, the real tension is this, OCBC’s team is signalling that unless a new issuer can show at least 20% earnings growth, it probably does not deserve the same multiple as the stocks already in your retirement portfolio. That higher bar makes every dollar you shift from a seasone
Option Movers | SanDisk Sees $23.8 Million Put Purchase as Investors Hedge Downside; PDD Draws $1.37 Million Bet on $90 Call Options
Market Overview Wall Street's main indexes ended lower on Tuesday (July 7), weighed down by losses in Micron Technology and other chipmakers due to mounting doubts about the sustainability of the AI-driven rally. Regarding the options market, a total volume of 63,249,448 contracts was traded, of which 56% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $MU(MU)$, $VIX(VIX)$, $INTC(INTC)$, $SPCX(SPCX)$, $AMZN(AMZN)$
Gold & Silver DLCs in Focus as Precious Metals Slide on Inflation Woes; 10 New DLCs Listed
Gold and Silver fell 1.2% and 2.9% respectively yesterday, as renewed US-Iran tensions around the Strait of Hormuz lifted oil prices and revived inflation concerns. Tracking the underlying commodities, $SPDR Gold ETF(GLD)$ and $iShares Silver Trust(SLV)$ declined by 1.2% and 2.9% respectively. Amplifying the move, the GLD 5x Short DLC rose about 6%, while the GLD 5x Long DLC fell by a similar magnitude. Meanwhile, the SLV 3x Short DLC rose 8.8%, while the SLV 3x Long DLC sank a similar magnitude. Gold is currently hovering near the key US$4,100 support level; A break below could signal further downside, while a move above the US$4,130 resistance zone may improve the near-term outlook. Silver on the other ha
"I’m still computing." Short-term volatility doesn’t change the long-term AI thesis. $Micron Solutions, Inc.(MICR)$$Samsung Electronics Co., Ltd.(SSNLF)$ Memory stocks have been one of the biggest beneficiaries of the AI infrastructure buildout, so a pullback after strong gains is not surprising. The market often tests conviction when expectations become extremely high. The key question isn’t whether demand has peaked — it’s whether AI adoption is still accelerating. As data centres, advanced computing, and AI models continue to scale, memory remains a critical piece of the foundation. A healthy market doesn’t move in a straight line. Sometimes the strongest companies face the biggest short-term correct
All Three Banks at All-Time Highs, Is It Still Safe to Buy? 🦖
All Three Banks at All-Time Highs, Is It Still Safe to Buy? 🦖 Everyone is cheering that DBS, OCBC and UOB are at record highs, but the part your broker is not talking about is that the three banks are now three very different stories for your retirement money. DBS just crossed a line this week, not because the business weakened, but because the same dividend now buys you less income at today’s price. OCBC looks like the safest name on paper, yet its income case is weaker than many investors realise, and UOB is quietly getting more expensive on a yield that was already thin. 📺 YouTube: https://youtu.be/w63SochfWk0 📩 Substack: https://investingiguana.com/p/all-three-banks-at-all-time-highs
All Three Banks at All-Time Highs, Is It Still Safe to Buy? 🦖
All Three Banks at All-Time Highs, Is It Still Safe to Buy? 🦖 Everyone is cheering that DBS, OCBC and UOB are at record highs, but the part your broker is not talking about is that the three banks are now three very different stories for your retirement money. DBS just crossed a line this week, not because the business weakened, but because the same dividend now buys you less income at today’s price. OCBC looks like the safest name on paper, yet its income case is weaker than many investors realise, and UOB is quietly getting more expensive on a yield that was already thin. 📺 YouTube: https://youtu.be/w63SochfWk0 📩 Substack: https://investingiguana.com/p/all-three-banks-at-all-time-highs
The $600 Question: Is Circle's Stablecoin Moat Cracking or Simply Being Stress-Tested?
Every so often the market serves up a stock that resembles a Rorschach test. Some investors see tomorrow's financial infrastructure. Others see an overvalued middleman living on borrowed time. Right now, Circle Internet is that stock. Every moat begins as someone else's commodity The latest catalyst was dramatic. Reports that Visa, Mastercard, Stripe, BlackRock and Coinbase are backing the rival Open USD stablecoin knocked more than 17% off Circle's share price in a single session. Yet the analyst reaction was almost surreal. Compass Point cut its price target to US$55, while William Blair maintained a remarkable US$650 valuation, arguing the market had overreacted to competitive fears. When respected analysts looking at exactly the same company disagree by almost 1,100%, the real debate i
Is the Market Rotation Away From Tech Creating an Opportunity? 🤔📈
Technology stocks have dominated market conversations for years. Artificial intelligence, semiconductors, cloud computing and the largest technology companies have attracted enormous attention and capital. 🤖💻 But markets rarely move in one direction forever. When leadership begins to broaden and money starts flowing into other parts of the market, it raises an interesting question: is this simply a temporary rotation, or are new opportunities beginning to emerge beyond tech? 👀 Looking Beyond the Biggest Winners 🔎 The strength of the technology sector has been difficult to ignore. AI enthusiasm and strong earnings growth have helped push some technology companies to remarkable valuations. That does not necessarily mean the technology story is over. However, I think there is a difference bet
Market Rotation: Balancing Defensive Value and the Semiconductor Correction
The action on July 7, 2026, perfectly encapsulates the "tug-of-war" investors are facing. The combination of skyrocketing energy costs due to Middle East flares and a 4.7% shellacking in the PHLX Semiconductor Index has forced a major tactical rethink. Navigating the rotation into defensive value while managing tech exposure requires a structured approach. 1. Playing the Sector Rotation The move into Health Care, Utilities, and Financials is a rational response to macro pressures. $Health Care Select Sector SPDR Fund(XLV)$$Utilities Select Sector SPDR Fund(XLU)$$Financial Select Sector SPDR Fund(XLF)$ The Energy/Inflation Multiplier: With U.S. crude spiking back o