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$BABA-W(09988)$
TOPbubblyo: Added near 90 too, bounce came faster than I expected. 110 probably chops a bit before any real push higher
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$SGX(S68.SI)$ Keep it simple during market volatility.
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07-11
🧸 Is Mattel (NASDAQ: MAT) More Than Just a Toy Company?
When most people think of Mattel, they think of Barbie and Hot Wheels. But in 2026, the company is working to become much more than a toy manufacturer. $Mattel(MAT)$ 📊 Quick Facts • Share price: Around $13–13.50 • Market cap: Approximately $3.9 billion • Q1 2026 revenue: $862 million (+4% YoY) • 2026 sales growth guidance: 3–6% • $1.5 billion share buyback program through 2028 🚀 The Bull Case ✅ Owns some of the world's most recognisable brands ✅ Expanding into movies, licensing, and digital gaming ✅ Share buybacks could boost earnings per share over time ✅ If the entertainment strategy succeeds, today's valuation could look attractive ⚠️ The Bear Case ❌ Consumer spending on discretionary items remains under pressure ❌ Profit margins have tightened
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Ford's AI Pivot: Genius or Mania?
For years, the investment debate around Ford was tediously predictable. Was it simply a cheap legacy carmaker? Could it survive the EV transition? Would Detroit ever catch Tesla? Then, seemingly overnight, Ford threw the script out of the window and wandered into one of the hottest investment themes on the planet: powering artificial intelligence. The timing is no coincidence. Wall Street is quietly undergoing a dramatic rotation away from parts of enterprise software, where investors increasingly fear AI agents will erode traditional seat-based licensing models. Capital is instead flooding towards the physical infrastructure required to make AI work: power generation, cooling, transmission and energy storage. Ford didn't create that shift, but it may have recognised it earlier than most l
TOPI added under 12 last year for this exact angle — energy rev growing 30%+ for 3 straight quarters matters. Market finally waking up, but can Ford scale it cleanly?
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$Micron Technology(MU)$ I continue to topup $Micron Technology(MU)$ believing it will hit over 1500 sooner or later the space my fellow investors! Micron Technology (NASDAQ: MU) remains one of the strongest long-term AI infrastructure investments, but it’s also one of the most cyclical semiconductor stocks. The key question is whether AI-driven memory demand can outweigh the industry’s traditional boom-and-bust cycles. Bull case * AI memory demand remains exceptionally strong. High-bandwidth memory (HBM) used in AI accelerators from companies like Nvidia continues to be supply constrained, allowing Micron to command premium pricing. * Record financial performance. Micron recently reported ear
TOPI’ve looked at 20 years of memory cycles — AI changing the cycle itself is the part I don’t buy
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The move above US$400 is technically important, but I would be cautious about calling it a full restart of the autonomy story. The bullish case is that Robotaxi has progressed from concept to real-world deployment. Markets tend to assign much higher valuations once autonomous driving demonstrates commercial execution rather than promises. If Tesla expands safely into more cities while showing improving utilisation and economics, investors may increasingly value it as an AI and mobility platform instead of only an EV maker. The cautious case is that one launch does not prove scalability. The market will want evidence that Tesla can expand geographically, satisfy regulators, maintain a strong safety record, and generate meaningful revenue. Meanwhile, EV competition, vehicle margins, and earn
TOPI compared the last 3 quarters and Robotaxi pilot data too — feels early to price in 2 years of city rollout
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🌟🌟🌟 The darkest moment for the major sports consumer brands is expected to persist through to the end of 2026. Most major sports brands are stuck in a multi year turnaround phase. Brands overproduced clothes and shoes, forcing them to use massive discounts to clear shelves. This has hurt profit margins. Nonetheless a turnaround is expected in early 2027 to mid 2027 once the backlog clears. Wall Street Analysts are currently cautious about $Nike(NKE)$ with a Hold rating. While it recently beat earnings expectations due to a massive one time USD 986 million tariff refund, its overall sales are dropping especially in China where revenue just fell 12%. However Nike's massive USD 9 billion cash reserve gives it plenty of financial mu
TOPNice Sharing 😁 @Barcode @JC888 @Aqa @DiAngel @Shyon @SherniceXuan 2000
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$Alphabet(GOOGL)$ This is everyone's darling. It's diversified businesses are firing at all cylinders! YouTube, advertising biz, AI, search, cloud are being monetized. Google also Has ard 8% share in space X. buy the dip.Tp 450.
TOPI cleared my GOOGL longs last week. 450 feels stretched — where’s the cash flow upside coming from?
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🌟🌟🌟While the Chinese robotic sector is currently experiencing an unprecedented capital boom, today's humanoid robots operate at about 30% to 40% of human industrial efficiency. They are also still heavily reliant on government subsidies. The true iPhone moment requires hardware manufacturing costs to drop to a consumer friendly USD 20,000 before it will take off. There is no question that the iPhone moment will definitely come for the robotic sector. It just needs time and patience before it will come to fruition. Nonetheless exciting times are ahead for robotic stocks like $ZHAOWEI(02692)$ $UBTECH ROBOTICS(09880)$ and $ESTUN(02715)$ as they wi
TOPNice Sharing 😁 @Shyon @JC888 @Barcode @DiAngel @Aqa @SherniceXuan 2000
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🌟🌟🌟If I have to choose one stock among the leading Chinese robotic stocks, I would choose $ZHAOWEI(02692)$ . Zhaowei is the ultimate picks and shovels play. Why? Zhaowei is the exclusive parts supplier that every single robot brand is forced to buy from. Humanoid robots require dozens of tiny, hyper precise micro drives, joints and micro gearboxes to move their fingers, eyes and limbs smoothly. Zhaowei is an absolute global monopoly leader in these micro mechanical transmissions systems. Whether Tesla Optimus Bot, UBTech or AgiBot wins the robot wars, all of them need to source the micro components from Zhaowei 's advanced production lines.
TOPThanks for the stock analysis. Didn't know about this co. b4 reading this. 🙏
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$Tesla Motors(TSLA)$ has been consolidating for months, a breakout will be explosive weather to the upside or downside. Earnings will be reported next week, will that be a catalyst for a breakout? I doubt so, the past few reports did not move the stock much. I will be selling covered call during earnings to earn premium on my tsla stock
TOPI sold covered calls on Tesla too, premium feels better than waiting. What strike are you using?
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$NVIDIA(NVDA)$ Nvida go go go to the moon!!!
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$JPMorgan Chase(JPM)$ $Citigroup(C)$ $Financial Select Sector SPDR Fund(XLF)$ 🏦💥 JPMorgan Earnings: Can the Banking Giant Break Its Four-Quarter Earnings Curse? 📊🚀 Earnings season officially begins on July 14, and all eyes are on $JPM as Wall Street’s biggest bank sets the tone for financials. The options market is expecting fireworks, pricing in a ±4.7% move after earnings. That’s almost double the average 2.4% post-earnings move over the past eight quarters. Expectations are clearly elevated. Here’s what the market expects: 💰 EPS: $5.49 💵 Revenue: $48.7B Despite trading just below record highs, one fascinating statistic stands out. $JPM has fin
TOPNice Sharing 😁 @DiAngel @Aqa @koolgal @Shyon @JC888 @SherniceXuan 2000
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$Delta Air Lines(DAL)$ $United Airlines(UAL)$ $Southwest Airlines(LUV)$ ✈️📊 $DAL Q2 2026: Record Revenue, Historic Fuel Shock. Is Delta About to Take Off Again? Delta Air Lines just proved that strong demand can overcome almost anything, except a 75% surge in jet fuel prices. Revenue climbed to a record $17.7 billion, yet soaring fuel costs and persistent inflation clipped earnings, creating one of the biggest disconnects between revenue growth and profit growth we’ve seen from the airline this cycle. Markets now face one key question. Was this simply a temporary fuel headwind, or the start of a tougher profitability environment? Key Highlights
TOPNice Sharing 😁 @Aqa @DiAngel @Shyon @koolgal @JC888 @SherniceXuan 2000
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$Ouster Inc.(OUST)$ $OUST: Building the Perception Layer for Physical AI • Ouster ($OUST) recently raised $191.9M through a 3.62 million share offering at $55.22/share. While the dilution may create short-term volatility, the funds strengthen its balance sheet to accelerate R&D and expansion. • Its REV8 OS digital lidar is now Build America, Buy America (BABA) compliant, opening access to federally funded U.S. smart infrastructure projects. • Ouster signed a deal with AIM Intelligent Machines to supply lidar for AI-powered heavy equipment and expanded its manufacturing partnership with Benchmark Electronics, strengthening its position in industrial automation. • The company is evolving beyond a lidar maker, combining digital lidar
TOP13 straight quarters plus 55% YoY product growth is why I’m still bullish here
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PCT: Should You Invest In SNDK v1.0 : PCT = Pandas Coffee Talk. Investing in SanDisk (NASDAQ: SNDK) carries significant risk due to its extreme valuation after surging over 600%. While it benefits from strong AI-driven NAND demand, valuation models like Morningstar and Simply Wall St flag the stock as overvalued, making it highly susceptible to sector volatility. Consider these key factors before buying:Sky-High Valuation: SNDK trades at a massive premium, with discounted cash flow (DCF) models suggesting intrinsic value estimates well below its current trading price. AI Tailwinds: SanDisk is a major beneficiary of the structural shortage in NAND flash memory, which has driven massive sequential revenue growth from enterprise SSDs and AI data centers. Analyst Disagreement: Wall Street pric
TOPGurufocus $300. Valueinvesting.io $23. Morning star $1000.
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GoPro (NASDAQ: GPRO) CEO $20 million Bail Out
GoPro has had a challenging few years, but recent developments have put the company back on investors' watchlists. 📰 What's Happening? 💰 CEO Steps In: Founder and CEO Nicholas Woodman has committed $20 million in financing to strengthen the company's liquidity and support its turnaround efforts. 🤝 Strategic Review Underway: GoPro is exploring strategic alternatives, including the possibility of a sale, merger, or partnership. While nothing has been confirmed, this could become a major catalyst for the stock. 📊 Latest Financials • Revenue: $99 million (-26% YoY) • Subscription revenue remains relatively stable • The company continues to operate at a net loss as it restructures. 📷 New Product Pipeline: GoPro is betting on its next generation of cameras, featuring improved image quality, bett
TOPCEO putting in cash matters, but subscription revenue has to hold or this turnaround drags. Anyone seeing real demand for the new cameras yet?
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MicroStrategy's Bitcoin Bet Delivers $500 Million Daily Gains — For Now
Michael Saylor is calling it straight: MicroStrategy is on track to be the fastest-growing, most profitable company in America right now. The driver? Pure Bitcoin exposure.On strong days, the company books paper gains north of $500 million. Not from operations or product sales — just the daily mark-to-market swing on its hoard of more than 721,000 BTC. When Bitcoin climbs 1%, hundreds of millions flow straight to the bottom line. When it drops 1%, the losses mirror that figure in the opposite direction.This is corporate leverage on a scale never seen before. MicroStrategy has engineered one of the most aggressive treasury strategies in history, essentially turning the company into a high-beta Bitcoin proxy. And on green days, it works exactly as planned.Saylor himself has been upfront abou
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Keytruda’s Challenger or Wall Street’s Biggest Coin Toss?
Inside $Summit Therapeutics PLC(SMMT)$ $15 Billion Leap of Faith Every bull market eventually produces a stock that stops behaving like a company and starts behaving like a referendum. Right now, that stock may be Summit Therapeutics. On one side sit investors convinced ivonescimab is the most important oncology breakthrough in years. On the other are sceptics who see a company worth billions despite having virtually no commercial revenue and a single regulatory hurdle capable of changing everything overnight. The truth is that both camps have a point. And that is precisely why Summit has become one of Wall Street's most fascinating battlegrounds. Wall Street is pricing probabilities, not profits The Drug That Started the Argument Summit's investm
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GOOD NEWS 🚨 Bank of America Securities analyst Alexander Perry reiterated a BUY rating and a $460 price target on $TSLA 🔥 Perry's thesis pivots away from traditional EV sales volume, focusing squarely on Tesla’s evolution into an AI and robotics powerhouse: ✅ Perry views Tesla as the clear future leader in autonomous ridesharing, estimating that the Robotaxi segment alone now accounts for approximately 52% of Tesla's overall valuation. He argues that Tesla’s "vision-only" point-to-point software is the most advanced, scalable, and cost-effective solution on the market compared to competitors relying on expensive LiDAR systems. ✅ Tesla’s autonomous mode averages just one reportable crash every 101,000 miles—a crash rate roughly 90% lower than human drivers. This safety record is a massive c
TOP52% from Robotaxi is the tell for me, TSLA isn’t trading like a car name anymore 🚀