291
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07-20 18:48
🧠 Memory Enters a Bear Market… Or Is This the Best Buying Opportunity? Memory stocks diverged again Friday: 📉 SanDisk (SNDK) -3.99% 📉 Micron (MU) -0.50% 📈 SK Hynix (SKHY) +1.13% At first glance, the sector looks broken. Micron has officially fallen 30% from its highs, meeting the technical definition of a bear market, despite reporting one of the strongest quarters in its history. Meanwhile, SanDisk remains an astonishing +580% YTD, even after a sharp pullback. So… is the AI memory boom over? I don’t think so. The market is no longer questioning whether AI demand exists—that’s already proven. Every major hyperscaler continues to pour billions into AI infrastructure, and the limiting factor is increasingly memory, not GPUs. HBM demand remains supply-constrained, enterprise SSD demand is imp
TOPsquishx: 30% isn’t cheap by memory-cycle standards. I cleared SanDisk already — after 580% YTD, why call this a reset and not late-cycle air coming out?
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07-21 14:16
Get the First-hand of AI Trading Ideas!
Hello everyone! Today i want to share some trading analysis with you! 1 UBS says $Micron Technology(MU)$ could repurchase more than 40% of its shares by the end of 2028 once its buyback restriction expires in December 2026. The firm expects Micron to generate over $400B in free cash flow through 2028 which could fund the repurchases at current prices. 2 $Alphabet(GOOGL)$ is developing a new AI chip called “Frozen v2” that could run Gemini models nearly 10x more efficiently than its latest TPUs. The chip is targeted for 2028 and would hardwire parts of Gemini to improve speed and efficiency while easing Google’s compute constraints. 3
882
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07-21 14:04
ARM is Broken and the AI CPU Trade is Over
$ARM Holdings(ARM)$ is broken and the AI CPU trade is over At least that’s what the market is pricing after a 46% crash in three weeks. There’s just one problem: the chip everyone is selling hasn’t shipped a single unit yet. 453 to 243 in four weeks. Downgrades, valuation calls, ETF outflows, every bear argument hit at once. But look where the selling stopped: $ARM Holdings(ARM)$ is backtesting its breakout zone just above 189, the level that capped this stock for two years before the breakout. Price has held it so far. Growth Catalyst The core business is compounding while the new one loads. $ARM Holdings(ARM)$ closed
932
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07-21 14:05
TRADE PLAN for Tuesday 📈
TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ gapped up and tried to reclaim 7500 but failed again. The price action is still a bit bearish here after a 70+ pt reversal from the highs. If SPX gives up 7430 it can drop to 7400 next. SPX July 22 7400P is best under 7430 $Invesco QQQ(QQQ)$ 2 days in a row it tried to reclaim 700 and also failed. If QQQ breaks under 693 it can test 686 again. QQQ under 686 can drop another 20+ points. QQQ July 22 690P is best under 693 $Micron Technology(MU)$ stopped right at 900 this morning. Let's see if it can form a base above 821 leading into August. If MU fails at 821 we can see anoth
386
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07-21 14:02
GOLD: The Market is Currently Exhibiting a Strong V-shaped Reversal
Hello everyone! Today i want to share some macro analysis with you! 1 $Gold - main 2608(GCmain)$$XAU/USD(XAUUSD.FOREX)$Technical Analysis: After a period of consolidation and bottoming out, the market is currently exhibiting a strong V-shaped reversal accompanied by an accelerating uptrend, with the latest price surging to around 4049.35. Strong upward momentum: The candlestick chart shows several consecutive, full-bodied bullish candles that have completely engulfed the previous downtrend. There has been virtually no significant pullback in the short term, indicating extremely strong bullish momentum. Breakthrough of Key Resistance: The price has successfully b
282
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07-20 15:52
$Torm PLC(TRMD)$ TORM go go go to the moon!!!
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07-20 22:26
$Lemonade, Inc.(LMND)$ yay more dca gains bright spots in my portfolio
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07-20 23:21
$CKI HOLDINGS(01038)$ Great and steady return
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07-21 00:00
$Jardine C&C(C07.SI)$ this was once upon a time
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07-21 00:01
$Tesla Motors(TSLA)$ Going down so take opportunity to buy another 10 shares. [Miser]
TOPgood work, definitely seems like a good buying opportunity
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07-21 00:09
$Vanguard S&P 500 ETF(VOO)$ Slow and steady wins the race
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07-21 02:25
$UOB(U11.SI)$ Another good company for dividend portfolio. Not only paid well in dividend, but also a growth company over long run.
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07-21 08:43
$SGX(S68.SI)$ Share stock earning point.[Miser] [Miser] [Miser] [Miser] [Miser]
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07-21 06:55
Big buybacks could get these companies off the mat
Buybacks are one of the most underappreciated ways companies can generate value for shareholders. A well-executed buyback can rapidly reduce the denominator in earnings per share, but the timing and pace of the buyback are important. Most buybacks are done when stock prices are high and business is good. Effective buybacks are executed when valuations are low and before the market “re-rates” the stock (i.e., increases the multiple). If that’s when the buyback is done, it can be rocket fuel for a stock. Here are 4 stocks I own that need to announce large buybacks today, ahead of potential turnarounds in their businesses. $Lyft, Inc.(LYFT)$ ( ▼ 0.58% ) $Duolingo, Inc.(DUOL)$ ( ▲ 0.03% )
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07-21 07:27
$ETH Holds Macro Bullish Structure While $BTC Eyes Higher
$BTC still respecting the smart money zone. If it continues to hold, I’m looking for a move back toward $75K as the next potential rejection area. Long term, this it he bottom 65% of the time $ETH still holding macro bullish structure. Short term resistance sits at 2100–2250. If we can sweep the previous high, that adds strong evidence this was the bottom. The Monthly Smart Money Zone has marked long term bottoms about 65% of the time. With risk vs reward this skewed, this is a strong setup in my view.
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07-21 06:50
Has $AAOI Finally Reached Peak Fear?
$Applied Optoelectronics(AAOI)$ ⚡ Key Takeaway AAOI just closed out a genuinely brutal week, and the scale of the decline is unusual even by this stock's own volatile standards. What's notable isn't just how far it fell — it's that the model now reads this as a downtrend nearing exhaustion rather than one still accelerating. A real chance of a bullish handoff has opened up over the coming months, a meaningfully higher probability than typically seen at this stage of a Bearish-zone position. That shift changes the calculus: this reads less like a name to keep avoiding and more like one to start watching closely for an entry. Even so, the risk profile remains real, and any positioning here calls for discipline rather than urgency. ━━━━━━━━━━━━━━━━━━
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07-20 07:30
SpaceX's Endgame? Musk Sees a Company Bigger Than Earth
Elon Musk recently made one of his boldest statements yet about $SpaceX(SPCX)$ . Responding to a discussion on X, he said that if SpaceX achieves its long-term goals, it could eventually be "worth more than the rest of Earth." At first glance, the comment sounds purely about valuation. But viewed alongside Musk's broader comments on AI and automation, it reflects a much larger vision. Beyond Market Capitalization Around the time of SpaceX's IPO, Musk argued that advances in AI and robotics could eventually make money far less important than it is today. His reasoning is that if technology dramatically increases the supply of goods and services, traditional measures of wealth could become less meaningful. That doesn't mean scarcity disappears. Acco
TOPWorth more than Mother Earth? Is there a price one can put a value on Mother Earth? Certainly not in monetary terms, so one must be curious how this bold claim comes about. [Shy]
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07-20 07:58
Alibaba's AI Momentum Is Accelerating
$Alibaba(BABA)$ is starting the second half of the year with another major AI milestone. The company has released a preview of its new flagship model, Qwen3.8 Max, describing it as one of its most advanced AI models to date. Developers can already access the preview through Alibaba's coding platforms, with a broader open-weight release planned in the future. The launch comes just days after another major Chinese AI model announcement, underscoring how quickly competition among leading domestic AI developers is accelerating. But the bigger story for investors may be what happened next. Apple's AI Rollout Could Expand Qwen's Reach Alibaba may have also received one of its strongest commercial endorsements yet. According to the reported arrangement,
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07-20 08:29
Kimi K3's Capacity Crunch Highlights AI's Next Bottleneck
Moonshot AI's Kimi K3 has attracted far more demand than expected. According to the company, user demand over the past 48 hours has pushed its GPU resources close to capacity. To maintain service quality for existing subscribers, Moonshot has temporarily paused new memberships while it adds more computing capacity. Existing subscribers are not affected, and the company plans to reopen subscriptions in stages. Moonshot also announced that future memberships will be split into separate plans for its general AI services and coding products, allowing compute resources to be allocated more efficiently. The Bottleneck Is No Longer AI Adoption The significance of this announcement extends beyond one product launch. Kimi K3's rapid adoption suggests that the challenge is no longer convincing users
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07-20 11:48
Jardine Matheson – new hold company targets
This morning, Macquarie Warrants Singapore has listed a new call warrant tracking $JMH USD(J36.SI)$ alongside a new iFAST call warrant) 🆕The SGX-listed call warrant NMNW trades in Singapore dollar, and costs SGD 0.070 while Jardine Matheson Holdings (JM) is trading at USD 63.05, and moves approximately 5.3 times more than JM shares, based on its effective gearing level as of 910AM There is no put warrant available over JM JM is a diversified Asian conglomerate operating as an investment holding company with controlling stakes across autos, retail, property, and hospitality Its key subsidiaries include Astra, Hongkong Land, DFI Retail and Mandarin Oriental In FY2025, JMH reported revenue of USD 33.8 billion, a 3% decline year-on-year, primarily d
TOPI just checked JMH's FY2025 report — revenue down 3% but profit still up 11%. Feels like ops got tighter