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07-27
$Bank of America(BAC)$ one of my biggest profits
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07-27
$Amazon.com(AMZN)$ all eyes on AMZN earnings this week; with the capex priced in, AMZN should have higher probabilities to end the week green
527
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07-27
$META 20260731 675.0 CALL$ with the capex selloff last week META reversed back to mean again. Textbook!
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07-27
$Advanced Micro Devices(AMD)$ lets confinue thw winning process
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07-27
$Taiwan Semiconductor Manufacturing(TSM)$ bought some frictional shares to build a position during this fall first
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07-27
$BIDU-SW(09888)$
TOPwubbie: Right shoulder still building, I added near 95 yesterday
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07-27
$SGX(S68.SI)$ Just holding it through the years!
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07-27
$Global Ship Lease(GSL)$ keeping it going. 💪
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07-27
$DBS(D05.SI)$ DBS Group Holdings (SGX: D05) remains Southeast Asia’s largest bank by assets and a core dividend anchor for regional portfolios, though near-term valuation appears full. Key Financial Overview Current Share Price: ~$72.00 – $73.90 SGD Consensus Analyst Target Price: ~$69.89 SGD (Range: $58.00 – $83.00 SGD) Price-to-Earnings (P/E): ~18x – 19x (Static/TTM) Dividend Yield: ~4.0% – 5.0% Investment Thesis & Strengths Wealth Management Growth: DBS is targeting over S$1 trillion in Wealth Assets Under Management (AUM) by 2030, supported by aggressive hiring plans (600+ relationship managers) and opening 18 new wealth centers across Asia by 2027. This high-margin, fee-based
TOP18 to 19x for DBS really that rich? Wealth expansion can justify starting small here
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790
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07-27
$NVIDIA(NVDA)$ nothing clever, just belief
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07-27
Google’s Falling P/E Looks Cheap But Cash Flow Tells a Different Story A dropping price-to-earnings ratio doesn’t automatically make a stock a bargain. In Alphabet’s case, a huge $98 billion non-cash investment gain inflated reported earnings, creating the illusion of a cheaper valuation. Dig deeper and the reality shows earnings that missed expectations, AI-driven spending that pushed free cash flow negative, and weaker cash generation than investors hoped for. This is classic accounting optics versus actual business performance. Non-cash gains can make the income statement look strong while the cash statement reveals the heavy lifting and capital burn happening behind the scenes. It’s likely a temporary distortion. Google’s core business still has real strengths. But moments like t
TOPI just compared OCF vs capex — that AI spend jump is ugly. FCF turning negative matters way more than the P/E drop. What tech names still screen clean on cash?
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07-27
SpaceX Has Crashed Nearly 50%, But the Next Big Risk May No Longer Be the Bulls
Six weeks ago, investors were desperate to get into $SpaceX(SPCX)$ . Today, many seem just as eager to bet against it. The stock was priced at $135 in its IPO, surged to $225.64, and finished last week at $115.07—nearly 49% below its peak. Along the way, an estimated $15.5 billion in paper profits accumulated on short positions. The mood has completely flipped. And that's exactly why this story is becoming more interesting. The first lesson was about hype. The second is about positioning. Before the IPO, the biggest risk wasn't the business itself—it was investor behavior. Too many buyers chased too few shares, and scarcity helped fuel an explosive rally. When the stock later fell back to its IPO price, some investors immediately assumed $135 had
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07-27
16 Stocks Still Showing Technical Leadership Despite QQQ Weakness
Even as $Invesco QQQ(QQQ)$ slipped to a fresh one-month low this week, a small group of stocks continued to demonstrate notable relative strength by closing above all of their key moving averages. This week's leaders include: $Hewlett Packard Enterprise(HPE)$ — Communication Equipment $Dell Technologies Inc.(DELL)$ — Computer Hardware $Csquare, Inc.(CSQR)$ — Information Technology Services $Cipher Mining Inc.(CIFR)$ — Information Technology Services $Gates Industrial Corp PLC(GTES)$ — Specialty Industrial Machinery
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07-26
8-week Rally: STI Gained 1.43% as Gold, Shipbuilding, and Energy SDRs Lift the Index
1. Weekly Recap $Straits Times Index(STI.SI)$ gained 1.43% and closed at 5,588.34, as strength in gold proxies, Yangzijiang Shipbuilding, and Thai/Chinese energy SDRs offset weakness in Tencent and Indonesian financials. Sectors: Gold (+16.02%) led on safe-haven demand and precious-metals momentum. Health Care Equipment (+14.39%) surged on med-tech innovation. Broadline Retail (+12.91%) advanced on consumer reopening, while Food Distributors (+11.41%) tracked resilient grocery demand. 10 Popular Stocks: $YZJ Shipbldg SGD(BS6.SI)$ +10.19% — The Chinese shipbuilder extended its rally on strong order-book momentum and Southeast Asia defense-spending tailwinds. $S
TOPwhat will be the impact of paper gold trade stopped by china, will the gold raise or drop?
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07-26
Weekly Recap & Outlook: XJO Mixed and Australia’s June Monthly CPI Print
1. Weekly Recap $S&P/ASX 200(XJO.AU)$ traded mixed over the week, as a sharp rally in $SOUTH32 LTD(S32.AU)$ and energy names offset declines in healthcare, retail, and the exchange operator. Industry leaders: Electronic Components (+29.59%), Communications Equipment (+9.03%), Coal & Consumable Fuels (+8.30%), Soft Drinks (+6.67%), and Leisure Facilities (+6.46%). 10 Popular Stocks: $SOUTH32 LTD(S32.AU)$ +15.13% — The diversified miner surged on manganese and aluminum price strength, with Australian and African operations benefiting from supply-constraint narratives. $WOODSIDE ENERGY GROUP LTD(WDS.AU)$ +6
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07-26
$BB Offers a Classic VCP Breakout Example
I want to buy stocks under accumulation. Then, as price tightens before a breakout, I want volume to dry up—showing that supply has stopped coming to the market. On the breakout, I want volume to expand again. I use this in conjunction with my VCP Tightness score and, most importantly, my own review of the chart. High-volume up days above my RVOL threshold—1.5x here, but fully customizable—highlight the chart GREEN from top to bottom. High-volume down days highlight it RED. I want to see plenty of green during the prior advance, followed by tight, quiet price and volume action. I do NOT want to see red in the days prior to the breakout (there are exceptions). $BlackBerry(BB)$ is an extreme example, but a clean one. Look at all the green after the 4/
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07-26
$HIMS, $RKLB, $AMD & $MU - 4 Stocks at Make-or-Break Levels
Technical signals are beginning to diverge across these four stocks. While one is approaching a potential long-term buying zone, others are showing signs of weakening momentum and possible trend reversals. Here's what the charts are signaling. 1. $Hims & Hers Health Inc.(HIMS)$ $HIMS is back in its long‑term discount range. The last bull cycle topped in November and price has been grinding back down into discount ever since. If a new bull cycle is going to start, this is the area it launches from. If your outlook is 6–12 months, this is a quality setup. My target: $60 by early 2027. 2. $Rocket Lab USA, Inc.(RKLB)$ $RKLB weekly fair value breaking down and Monthly BX showing red If we close like this n
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07-26
The Rare Companies Compounding Through Free Cash Flow
These companies have something unusual and rare in common. Their FCF has high and predictable growth (2nd and 3rd column), while their FCF yield remains fairly constant (4th column). In other words, their share price appreciation has been through FCF going up, not a re-rating leading to FCF yield contracting. $Republic(RSG)$ $Nordson(NDSN)$ $Allegion PLC(ALLE)$ $Travelers(TRV)$ $Medpace(MEDP)$ $Intercontinental Exchange(ICE)$ $Primerica(PRI)$ $Hartford Insuranc