JC888

    • JC888JC888
      ·14:28

      US Market down, thanks Semicon & AI ?

      For the week ending Fri, 17 Jul 2026, there were 3 main catalysts: AI & Chip Sell-Off: Semiconductor and mega-cap tech stocks suffered a severe correction. Investors rotated out of AI heavyweights due to concerns over whether (a) long-term fundamentals and (b) end-demand will justify sky-high valuations. This was compounded by the debut of a new, competitive AI model from Chinese startup Moonshot. Mixed Corporate Earnings: Q2 2026 earnings kicked off, bringing both positive news and stark disappointments. While traditional financials and select industrials beat expectations, the tech & streaming spaces weighed on major indexes as players like $Netflix(NFLX)$ and $Alphabet(GOOG)$ reported slowing o
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      US Market down, thanks Semicon & AI ?
    • JC888JC888
      ·07-20 21:16
      With 15 mins to go before US market opens for trading on Monday, both XOM and CVX are poised to dip marginally. (see attached) With the Middle East tension still active, I think the dip might be temporal.  What do you think ?

      Oil back in focus as US attacks Iran ?

      @JC888
      Escalating hostilities in the Middle East are boosting crude oil stocks once again. This comes after US forces continued its airstrikes against Iran on 17 Jul 2026 for a 6th day. No sooner had the June 2026 US’s consumer price index (CPI) report showed a sign of a breather (3.5% vs May’s 4.2%) on US inflation when it was released on Tue, 14 Jul 2026, than the latest military assault once again, raised inflation expectations. What is worse is that Trump is mulling sending ground troops to weaken the Iran Revolutionary Guards (IRG) forces, and Iran issuing an equally forceful counterstrike warning. (see below) If Trump carries out what is currently seen as veiled pressure tactics to get Iran back to the drawing table, all hell will break lose in the stock market and oil prices will mos
      Oil back in focus as US attacks Iran ?
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    • JC888JC888
      ·07-20 21:11
      Replying to @littlesweetie:Hi, thank you for reading my post and sharing your views.  Shell Plc has sold its Singapore refinery plant in 2025.  On paper, Shell CEO Wael Sawan’s strategy is to cut carbon footprints, high-grade its chemicals portfolio, and pivot toward lower-carbon ventures.  Is this 100% true, I guess we will never know. As for TTE, I have not done my homework so no further comments.//@littlesweetie:Added SHEL and TTE yesterday, risk premium still looks underpriced. You think peace talk can cap oil before EOY?

      Oil back in focus as US attacks Iran ?

      @JC888
      Escalating hostilities in the Middle East are boosting crude oil stocks once again. This comes after US forces continued its airstrikes against Iran on 17 Jul 2026 for a 6th day. No sooner had the June 2026 US’s consumer price index (CPI) report showed a sign of a breather (3.5% vs May’s 4.2%) on US inflation when it was released on Tue, 14 Jul 2026, than the latest military assault once again, raised inflation expectations. What is worse is that Trump is mulling sending ground troops to weaken the Iran Revolutionary Guards (IRG) forces, and Iran issuing an equally forceful counterstrike warning. (see below) If Trump carries out what is currently seen as veiled pressure tactics to get Iran back to the drawing table, all hell will break lose in the stock market and oil prices will mos
      Oil back in focus as US attacks Iran ?
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    • JC888JC888
      ·07-20 21:04
      Replying to @1PC:Hi, thanks for reading my post and your unwavering support as always.  Thank you.//@1PC:Nice Sharing 😁 @Aqa @DiAngel @Shyon @koolgal @Barcode @Shernice軒嬣 2000

      Oil back in focus as US attacks Iran ?

      @JC888
      Escalating hostilities in the Middle East are boosting crude oil stocks once again. This comes after US forces continued its airstrikes against Iran on 17 Jul 2026 for a 6th day. No sooner had the June 2026 US’s consumer price index (CPI) report showed a sign of a breather (3.5% vs May’s 4.2%) on US inflation when it was released on Tue, 14 Jul 2026, than the latest military assault once again, raised inflation expectations. What is worse is that Trump is mulling sending ground troops to weaken the Iran Revolutionary Guards (IRG) forces, and Iran issuing an equally forceful counterstrike warning. (see below) If Trump carries out what is currently seen as veiled pressure tactics to get Iran back to the drawing table, all hell will break lose in the stock market and oil prices will mos
      Oil back in focus as US attacks Iran ?
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    • JC888JC888
      ·07-20 16:42
      Replying to @CHINNY168:Hi, thanks for reading my post.  With a US futures market poised to open higher on Monday in about 5 hours time, it has a rubbed off effect on SPCX.   SpaceX is poised to open higher too by +1.16%. (see attached) .  Do you think market will take a turn for a dip once opened ? FYI, I have a new Pick post out today.  Title is "Oil back in focus as US attacks Iran ?" Hope you will like it too. Thanks.//@CHINNY168:Great article, would you like to share it?

      SPCX, Blasting or Crashing in Jul & Oct ?

      @JC888
      There is a cultural superstition that goes something like "Trouble comes in threes.". Does this apply to $SpaceX(SPCX)$ ? Let’s investigate ! It wasn’t too long ago that I have shared 2 posts on SPCX: 05 Jun 2026 - SPCX, still bidding the IPO ? Warnings - Read first!. 01 Jul 2026 - SPCX - Visionary Empire or Vampire Trap ? It looks like a brewing storm cloud (at the horizon) is gathering pace and moving in fast for the week beginning 06 Jul 2026. Investors who are SPCX shareholders, please read. Better yet, have a backup plan ready to use at a moment's notice. You never know when it might be needed. Past
      SPCX, Blasting or Crashing in Jul & Oct ?
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    • JC888JC888
      ·07-20 16:35
      I just had a sneak peek at US Futures composite for Mon, 20 Jul 2026 and I cannot believe it. (see attached) Apparently, the escalating strikes between US & Iran is not going to have an impact on US market when it opens in about 5 hours' time. Do you believe 100% what the indexes are showing ?  Mmm, I have my reservations.  Will revisit closer to market opening.

      INTC : Q2 Earnings is Proof of Return ?

      @JC888
      Just For The Record. $Intel(INTC)$ has undergone one of the most stunning & remarkable market re-ratings in recent technology history, staging a powerful turnaround after years of testing investor patience. The company’s trajectory pivoted significantly following the leadership transition to CEO Lip-Bu Tan on 12 Mar 2025. In a relatively short span of 2 years, he has single-handedly: Re-instilled operational discipline. Forged high-profile partnerships. Renewed focus on foundational hardware architecture. The definitive proof of this distance covered rests in the equity's dramatic price action. Off a multi-year low of $18.96, the stock engineered a monumental one-year surge of +367.32% to peaks as high as $142.35. (see above) While the stock r
      INTC : Q2 Earnings is Proof of Return ?
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    • JC888JC888
      ·07-20 14:28
      Replying to @1PC:Hi, thanks for reading my post and your unwavering support as always.  Thanks.//@1PC:Nice Sharing 😁 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000

      INTC : Q2 Earnings is Proof of Return ?

      @JC888
      Just For The Record. $Intel(INTC)$ has undergone one of the most stunning & remarkable market re-ratings in recent technology history, staging a powerful turnaround after years of testing investor patience. The company’s trajectory pivoted significantly following the leadership transition to CEO Lip-Bu Tan on 12 Mar 2025. In a relatively short span of 2 years, he has single-handedly: Re-instilled operational discipline. Forged high-profile partnerships. Renewed focus on foundational hardware architecture. The definitive proof of this distance covered rests in the equity's dramatic price action. Off a multi-year low of $18.96, the stock engineered a monumental one-year surge of +367.32% to peaks as high as $142.35. (see above) While the stock r
      INTC : Q2 Earnings is Proof of Return ?
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    • JC888JC888
      ·07-20 13:48
      Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..

      Oil back in focus as US attacks Iran ?

      @JC888
      Escalating hostilities in the Middle East are boosting crude oil stocks once again. This comes after US forces continued its airstrikes against Iran on 17 Jul 2026 for a 6th day. No sooner had the June 2026 US’s consumer price index (CPI) report showed a sign of a breather (3.5% vs May’s 4.2%) on US inflation when it was released on Tue, 14 Jul 2026, than the latest military assault once again, raised inflation expectations. What is worse is that Trump is mulling sending ground troops to weaken the Iran Revolutionary Guards (IRG) forces, and Iran issuing an equally forceful counterstrike warning. (see below) If Trump carries out what is currently seen as veiled pressure tactics to get Iran back to the drawing table, all hell will break lose in the stock market and oil prices will mos
      Oil back in focus as US attacks Iran ?
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    • JC888JC888
      ·07-20 11:58

      Oil back in focus as US attacks Iran ?

      Escalating hostilities in the Middle East are boosting crude oil stocks once again. This comes after US forces continued its airstrikes against Iran on 17 Jul 2026 for a 6th day.  No sooner had the June 2026 US’s consumer price index (CPI) report showed a sign of a breather (3.5% vs May’s 4.2%) on US inflation when it was released on Tue, 14 Jul 2026, than the latest military assault once again, raised inflation expectations. What is worse is that Trump is mulling sending ground troops to weaken the Iran Revolutionary Guards (IRG) forces, and Iran issuing an equally forceful counterstrike warning. (see below) If Trump carries out what is currently seen as veiled pressure tactics to get Iran back to the drawing table, all hell will break lose in the stock market and oil prices will mos
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      Oil back in focus as US attacks Iran ?
    • JC888JC888
      ·07-19 15:08
      Now that I have re-read what have transpired over NFLX Q2 2026 earnings report, apparently it is "not really" the streaming giant's Q3 revenue outlook that has missed expectations, BUT management's inaction that offered little to no reassurance to investors about slowing growth and engagement trends, that were the real culprit. I am wondering too if NFLX's management has made known explicitly that they have invested $4.7 billion in share buyback in Q2 2026 - would that help to bolster investors' confidence ? (see attached) Why so little fanfare ?  I wonder ?

      NFLX, chance to Rise with Q2 Earnings ?

      @JC888
      It’s Coming. In the season of quarterly earnings report, TV darling $Netflix(NFLX)$ is due to report its own on Thu, 16 Jul 2026 after market has closed. Before that happens, let’s recap what have been happening to NFLX since walking away from the $Warner Bros. Discovery(WBD)$ bidding war; that incidentally is still facing a lot of oppositions on its merger with $Paramount Skydance Corp(PSKY)$. $Bank of America(BAC)$ is still bullish about NFLX with a 'Buy' rating and a price target $125 per share, despite a -19.19% decline in its shares YTD. (see below) As of 14 Jul 2026 According to BAC, NFLX’s YTD decline reflects: Inve
      NFLX, chance to Rise with Q2 Earnings ?
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