@koolgal:Is the Iran War Over? Unpacking Trump's Imminent Peace Move & the New Fed Shockwave ๐๐๐The global energy grid has just been sent into an adrenaline fueled tailspin. Over the last 24 hours, President Donald Trump declared on Truth Social that a monumental peace deal to end the 2026 Iran War is now "largely negotiated" with a formal memorandum of understanding on the verge of being signed to fully open the Strait of Hormuz. This is a heart stopping pivot. We are looking at a highly dramatic conflict that kicked off with large scale US Israeli strikes in February 2026, sent oil prices to a roaring premium and choked global shipping lines. Another massive news is the installation of Kevin Warsh as the new Fed Chair and the 30 year US Treasury yield has scaled past r
๐ Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over โ AMD +8%, ARM +15%, MU +5%. โจ My view: NVDAโs valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. @JC888@Barcode@Aqa@DiAngel@Shyon@koolgal@Shernice่ปๅฌฃ
@Sporeshare:$IFAST(AIY.SI)$ Ifast - She is gaining momentum and likely rise up to test 10.00. AGM is on 24th April 2026 at MBS Sands Expo and Convention Centre. Do take note! Beyond 10.00, she may likely test 10.25 and above. XD 8th May 2026. Pls dyodd. In FY2025, the Group achieved a number of major milestones as the Group total revenue crossed S$500 million (34.4% YoY increase to S$514.72 million) and Group net profit hit S$100.01 million (50.1% YoY increase). In 4Q2025, total revenue for the Group grew 45.7% YoY to S$151.74 million and net profit for the Group grew 70.4% YoY to S$32.86 million. Dividend of 2.5 cents is 56% higher than last year 1.6 cents. โข For the Groupโs core wealth management platform business, Group AUA increased 27.9% Y
@Shyon:I think Musk perfectly timed the Starship V3 launch with the IPO roadshow. If the launch succeeds this week, it will massively strengthen the SpaceX narrative before investors even read the filing. This is no longer just a rocket company IPO โ it is being marketed as the future of AI, satellites, and space infrastructure. Personally, I think the $1.75 trillion valuation already prices in a huge amount of future optimism. Long term, SpaceX may grow into it, but short term the valuation feels very sentiment-driven with little room for execution mistakes. I probably would not chase aggressively on IPO day. Iโd rather wait for volatility to cool down and slowly build positions over time. For now, I still like $Rocket Lab USA, Inc.(RKLB)$ and
@koolgal:Top 3 Quantum Stocks To Buy or QTUM ETF ๐๐๐In a stunning unprecedented regularity stroke, the Trump administration has announced direct government equity stakes in private quantum firms alongside an immediate aggressive USD 2 billion injection fueled by the CHIPS Act. As a result, Quantum computing stocks have erupted into a roaring, vertical surge. What is Quantum Computing? Quantum computing and machine learning are transformative technologies reshaping the future. A quantum computer leverages quantum mechanics to perform calculations far beyond classical computers. Unlike traditional bits, qubits can exist in multiple states simultaneously through superposition and entanglement, enabling unparalleled computional power. Top 3 Quantum Computing Stocks to Target These are the p
@Barcode:$Wal-Mart(WMT)$$Costco(COST)$ $Target(TGT)$ ๐๐๐ฆ Walmart Just Delivered A Quarter The Market Didnโt Want To Reward ๐ฆ๐๐ $WMT losses accelerated to around -7%, marking its worst single-day decline since Nov 2023 and wiping roughly 55 points off the DJIA. What makes the reaction fascinating is that operationally, Walmart actually delivered another strong quarter. Revenue beat. Traffic grew. eCommerce accelerated. Advertising surged. International remained strong. But Wall Street was focused somewhere else entirely: free cash flow deterioration, rising capex intensity, slowing implied physical-store trends, and softer earnings guidance. That shift
@Shernice่ปๅฌฃ 2000:$Fluence Energy, Inc.(FLNC)$ The high-probability โDefensive Value Entryโ setup has now officially triggered with near-perfect technical precision. FLNC completely flushed below Mondayโs panic low of $18.67, collapsing -11.51% to $17.29 on 3.14M shares. Intraday low hit $17.28, directly tagging the exact $16.50โ$17.20 macro gap-fill zone mapped earlier. This means the entire speculative premium from the offering period has effectively been wiped out, and the stock is now retesting the true institutional support area from the explosive early May breakout. Key observations: โข Heavy bids are sitting around $17.28, matching the session low, suggesting buyers are attempting to build a structural floor here. โข The velocity of the selloff ha
@Shyon:My stock in focus today will be $NVIDIA(NVDA)$ after another monster earnings report that continues to reshape the AI narrative. Q1 revenue surged 85% YoY to US$81.6 billion, while Q2 guidance came in at US$91 billion, implying nearly 95% growth. This also marks the third consecutive quarter of accelerating annual growth and the 14th straight quarter of sequential growth. Free cash flow hit a record US$48.6 billion, while shareholder returns reached US$20 billion. What stood out to me most was the changing structure of Nvidia's growth engine. The company split its data center business into Hyperscale and ACIE segments, and both are now approaching similar scale. ACIE, which includes enterprise AI, industrial AI
@Barcode:$Qualcomm(QCOM)$$Oracle(ORCL)$ $Coinbase Global, Inc.(COIN)$ ๐ฅ๐๐ The Smart Money Rotation Since April Has Been Impossible To Ignore ๐๐๐ฅ Since early April, one of the most aggressive speculative rotations of 2026 has been unfolding right in front of us. Not in defensives. Not in safety trades. Not in low-beta hiding spots. Capital has been flooding directly into AI infrastructure, software, semiconductors, energy, cloud ecosystems, cyclicals, and momentum growth. What makes this move fascinating is not simply the magnitude of the rallies. Itโs the options positioning underneath them. $QCOM surging +60.6% while simultaneously maintaining one
@koolgal:๐๐๐To understand why SpaceX represents a multi generational investment opportunity, it is important to separate Elon Musk's noisy social media antics from his cold unassailable engineering genius. Before SpaceX, the entire aerospace industry treated rockets like disposable single use plastic cups - launching them once and letting millions of dollars in advanced engineering burn up in the atmosphere. But now SpaceX has proven that it is possible to land orbital rockets vertically in autonomous drone ships at sea. By doing so, SpaceX has proven that a Falcon 9 booster can be refurbished & launched dozens of times, bringing the cost down tremendously. SpaceX has Starlink which is a highly profitable global internet utility with predictable recurring subscriptions that generate free cash
@Barcode:$SanDisk Corp.(SNDK)$$Micron Technology(MU)$ $Microsoft(MSFT)$ ๐พ๐๐ The AI Memory Bottleneck Trade Is Turning Parabolic ๐๐๐พ Iโm watching one of the most aggressive sentiment repricings in the semiconductor complex unfold in real time as AI infrastructure demand collides with a structural memory shortage that still shows little sign of easing. After an astonishing 3,300% 12-month rally, $SNDK is no longer trading like a traditional storage company. Iโm seeing the market increasingly price it as a critical AI infrastructure bottleneck asset, sitting directly in the path of hyperscaler capex expansion, enterprise AI deployment and accelerating hi
@Shernice่ปๅฌฃ 2000: ๐จ $Fluence Energy, Inc.(FLNC)$ JUST SHOWED A TEXTBOOK INSTITUTIONAL ACCUMULATION PATTERN ๐จ THE โMULTIPLE Wโ FORMATION IS NOT RANDOM This is a live tug-of-war between institutional buyers and exhausted sellers. Every single time the stock flushes toward $17.80, massive buy algorithms immediately absorb the selling pressure. That creates the repeated โWโ bottoms on the chart. Why keep retesting the same level? Because institutions are stress-testing the floor before allowing a real breakout higher. They want confirmation that the selling from the gigantic 20M share secondary offering is FINALLY drying up. โ Each successful retest that DOESNโT break lower means support is becoming stronger. That