14.72K
·
2025-06-13
BIG TECH WEEKLY | MSFT's All-time-high Makes Amazon Sweating? Nvidia’s Post-GTC Expectations Rising
Big-Tech’s PerformanceWeekly Macro Highlights: The showdown between the bigwigs With May’s CPI continuing to decline—core inflation easing even further—Trump launched a fierce attack on Powell at the White House this week, urging a rate cut and even specifying a "2 percentage point" reduction. Although his claim of saving $600 billion annually may not materialize, the reality is that with ballooning U.S. debt, government interest expenses are under significant pressure. On June 13, he went so far as to call Powell a “blockhead.” However, Powell remained committed to data-driven policy and resisting political interference, with no signs of easing tension. The market is closely watching the Fed's next moves.In macro markets, U.S. long-term bond yields fell by 6–8bps as expectations of Fed ra
TOPMortimer Arthur: Buy $209 sell $215 easy trade! love AMZN.
2.83K
·
2025-06-13
Israel Strikes Iran - Markets React As Middle East Tensions Escalate
🌟🌟🌟The world woke up to a major geopolitical shock as Israel launched pre-emptive airstrikes against Iranian nuclear and missile facilities. The attack has sent crude oil prices soaring while defense stocks have surged amid rising uncertainty. Investors are now scrambling to adjust their portfolios, seeking safe haven assets and sectors poised to benefit from the unfolding crisis. ETFs To Watch Amid Rising Tensions If you are considering investment opportunities, here are some ETFs that could benefit from the geopolitical tension. They form part of my diversified portfolio. Energy ETF Rising oil prices could boost ETFs like XLE $Energy Select Sector SPDR Fund(XLE)$
TOPSolid ETF picks in a volatile world. I’m more tech-focused, but SHLD caught my eye — especially with PLTR and Rheinmetall in the mix. Geopolitical tension could accelerate defense-tech adoption. Watching closely.💪💪
1.23K
·
2025-06-13
$Microsoft(MSFT)$
1.28K
·
2025-06-13
Boom! Arm Your Portfolio with Oil & Defense Stocks?
The Middle East is once again at the epicenter of global market volatility. Following Israel’s airstrikes on Iran, a ripple effect has been felt across energy and defense markets — with crude oil prices surging and defense contractors like Lockheed Martin (LMT) and RTX spiking in early trading. RTX Corp (RTX) Lockheed Martin (LMT) Tensions in the region are not new, but the current flare-up is being closely watched for its potential to trigger broader instability. Iran had previously vowed to retaliate against any attacks, and if the conflict spills over into neighboring oil-rich nations, it could significantly disrupt global energy supplies. Oil Stocks: Energy Prices Fueling a Comeback? Oil prices are climbing in real time as the market prices in geopolitical risk. Higher oil prices typic
TOPOil up 8% already so Oxy should pop about same…about $3.5-$4.0 a share. Around $48…maybe higher . Congrats you longs.
8.07K
·
2025-06-13
Virgin Australia's Comeback: From Bankruptcy to Re-listing
After undergoing bankruptcy restructuring and delisting in 2020, Virgin Australia recently announced its re-listing on the Australian Securities Exchange (ASX) on June 24th, under the stock code VGN. After nearly five years, what changes has Virgin Australia undergone? As it re-embarks on its journey, how should its value and prospects be viewed? Virgin Australia Delisting Due to Debt Restructuring In April 2020, impacted by the COVID-19 pandemic, Virgin Australia plunged into massive losses and a cash flow crisis. Burdened by approximately AUD 5 billion in debt, the company ultimately announced it was entering voluntary administration, becoming the first major Australian airline to fall during the pandemic. Subsequently, its shares were suspended from trading on the ASX, and the company's
1.26K
·
2025-06-13
Here are 10 Investing Principles I Learnt from Charlie Munger
Charlie Munger once said: "When everybody goes insane, staying sane is your competitive advantage."It's more relevant than ever as fresh IPOs are getting 10-20x sales multiples and quantum stocks losing money are ripping.Here are 10 investing principles I learnt from him: 🧵1/ Invert, always invert.If you want to make money, learn not to lose first.Warren Buffett says, "I made most of my money in stocks that I thought I wouldn't lose much, not on the ones that I thought would be big winners."2/ Wait for the perfect pitch.The secret of great hitters in Baseball is waiting for the right pitch.That applies to investors, too.You don't have to jump on everything that slightly looks like an opportunity.Wait for an obvious, big, fat pitch.3/ Buy what you know better than others.If you are a doctor
1.73K
·
2025-06-13
Trading Ideas| Investing Strategies
$SPDR S&P 500 ETF Trust(SPY)$ Most people prefer instant gratification.That’s why investors swing for the fences with speculative stocks and chase momentum.A small, but consistent, margin of outperformance will compound exponentially over time.Achieving a 2% higher rate of return will give you the following.-20% more capital in 10 years-50% more capital in 22 years-100% more capital in 39 yearsConsistency and Patience = WealthIf you want to outperform the stock market by 2% consistently focus on Quality, Valuation and stay within your circle of competence.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlim
2.35K
·
2025-06-13
$CHIFENG GOLD(06693)$ I guess everyone felt rough recently, but today finally clears the clouds! That’s just how the market is，it won’t always go up for you, but if the direction’s right and you hang in there, new highs will come. Right now, except for gold and other strategic resources, most things aren’t worth watching，up one day, down the next, no real meaning! That’s the confidence we “gold warriors” hold onto.
1.91K
·
2025-06-13
$Carlyle Group LP(CG)$ and $Citigroup(C)$ announced on Thursday a collaboration in the fintech specialty lending space to explore asset-backed financing opportunities. The two firms signed a framework agreement to exchange market intelligence and leverage Citigroup’s tech investment arm, Spread Products, along with Carlyle’s credit and structured finance expertise. This partnership aims to strengthen their competitive edge in fintech financing, making it a development worth watching.
2.69K
·
2025-06-13
$SPDR Gold Shares(GLD)$ With U.S.-Iran nuclear talks stalling and tensions in the Middle East escalating, gold is back in favor as a safe haven. On Friday, after Israel launched a sudden strike on Iran, gold spiked sharply，surging past $3430/oz, rebounding over $50 intraday and gaining more than 1% on the day. Any further geopolitical flare-ups or trade breakdowns could provide additional upside. Gold is back in the spotlight，and GLD could benefit big.
2.23K
·
2025-06-13
$Direxion Daily Technology Bull 3X Shares(TECL)$ Apple $Apple(AAPL)$ execs confirmed: the new, AI-powered Siri is coming in 2026. This isn’t just a smarter assistant，it’ll integrate deeply with on-screen content and personal data to handle more contextual, multi-step tasks. Apple is also developing a chatbot-style app called “Knowledge” with open internet access, signaling serious ambition in generative AI. As the AI race heats up among tech giants, this is a bullish backdrop for tech-heavy ETFs like TECL.
2.98K
·
2025-06-13
$ProShares Ultra Semiconductors(USD)$ Jensen Huang isn’t fazed by the trend of big clients developing their own AI chips. In fact, he just dropped a bombshell: $NVIDIA(NVDA)$ will no longer bundle its networking tech exclusively with its own chips，it’s now open to everyone, even rivals. Smart move. This could not only boost market share but also deepen customer dependence on the NVIDIA ecosystem over time.
2.61K
·
2025-06-13
$ProShares UltraPro Short Russell 2000(SRTY)$ Make some money and buy gold for my wife. ahahahahah~
2.45K
·
2025-06-13
$ProShares UltraPro Short QQQ(SQQQ)$ What’s going on today? Feels like a miracle day! When you're shorting, you’re secretly hoping the world goes sideways every day… but hey, profits are profits! Made some nice gains，guess I’ll do a few good deeds with the money and stack up some karma, haha!
2.30K
·
2025-06-13
$Tempus AI(TEM)$ is showing an incredibly steady chart right now. Unless something unexpected comes out of nowhere, once it breaks above $70, it could very well shoot straight toward $100. The price action looks like it's coiling up, and market sentiment seems to be quietly building.
3.18K
·
2025-06-13
$Occidental(OXY)$ oil is a non-renewable resource. Owning a piece of an oil field (even a tiny one) is like holding a long-term option on time. Over the past few weeks, I’ve been earning some premiums on OXY by selling puts and then covered calls after assignment. It gave me a chance to study the company more closely. My biggest takeaway? Oil prices are way too sensitive to geopolitics. The company’s short-term earnings swings often say more about headlines than fundamentals. Long-term value? You’ve gotta zoom out and give it time.
TOPUntil free energy is created & given to everyone for free. Oil & gas will only prosper! Use your brain & think! if not why Warren throw in USD$5 billion in it? Because it will only go up in value!
2.08K
·
2025-06-13
$RTX Corp(RTX)$ is on the move! With tensions flaring up again in the Middle East, particularly in Israel, defense stocks are usually the first to react. Sure, oil prices may spike, but I think Raytheon，the “military-industrial beast” offers better value. If geopolitical conflict escalates, a run to $180+ could happen in no time!
2.57K
·
2025-06-13
THE FUTURUM AI FIFTEEN -- TOP 3 NAMES DROP TODAY
Here’s the evolving list of the non-Mag 7 companies we at It see as building critical leverage across the AI stack -- with the top 3 AIRometer scores dropping later today:Control layer: $Advanced Micro Devices(AMD)$ , $ARM Holdings(ARM)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , $Broadcom(AVGO)$ , $ASML Holding NV(ASML)$ , $Qualcomm(QCOM)$ , $Micron Technology(MU)$ , $Cisco(CSCO)$ Operating layer: $Palantir Technol