To The Moon

Navigating the Tariff Tempest: Trump’s Trade Gamble and Global Markets As the clock ticks toward the critical tariff deadlines under President Donald Trump’s second administration, the world watches with bated breath. It’s 1:02 PM NZST on Tuesday, July 8, 2025, and with the initial 90-day tariff pause expiring tomorrow, July 9, followed by a potential escalation to higher rates on August 1, the global economy teeters on the edge of uncertainty. Trump’s bold tariff strategy, launched in April 2025 with a 10% baseline and country-specific hikes (e.g., 46% on Vietnam, 34% on China), aims to reshape U.S. trade dynamics. Yet, as negotiations stall and markets fluctuate, this high-stakes gamble raises questions about its efficacy and long-term impact. Let’s unpack this tariff tempest and its imp

Don't be fooled by the post-market actions of Tesla shares. Post market is low volume. What is more important is what will be the response from Donald Trump. I believe Turmp's first cmments were mutated because he was focused on signing off the new tariff letters. Now that this is out of the way, I think he will be focused on putting Elon Musk out of his misery. Trump will go full guns on Elon Musk. He cannot afford to have Musk succeed on his 3rd party. Especially with mid-term primaries coming up for Congress election.

For investors to have a stable, growing dividend portfolio, diversification is crucial, but if we can overweight high-conviction sectors, then it can boost long-term total returns and income growth. Both AI infrastructure and midstream energy infrastructure are riding powerful secular tailwinds, and interestingly, both offer pockets of undervaluation and yield though in very different ways. In this article I would like to share what I think of this opportunity and how to trade with the advantage of these two sectors, AI infrastructure space and midstream infrastructure sector. AI Infrastructure: Growth-Heavy with Select Undervaluation While many AI names are richly valued, AI infrastructure, the physical and software backbone enabling AI compute includes mid-cap players that are still trad

SoFi Technologies ( $SoFi Technologies Inc.(SOFI)$ ) is riding a wave of excitement, hitting a 52-week high of $19.24 after announcing a bold expansion into cryptocurrency trading and blockchain-based global remittances. This fintech dynamo, once forced to exit crypto in 2023 to secure its bank charter, is now capitalizing on a more favorable regulatory landscape under the Trump administration. With Q1 2025 revenue soaring 34% to $652 million and Bitcoin breaking $110,000, investors are buzzing: can SOFI climb to $25? This report explores SOFI’s crypto catalyst, its financial strength, the feasibility of hitting $25, and strategic investment approaches to navigate this high-stakes opportunity while managing risks. SoFi’s Crypto Comeback: The Game-

$NVIDIA(NVDA)$ $Citigroup(C)$ Citi’s latest move has set the market ablaze, raising Nvidia’s (NVDA) price target from $180 to $190, signaling an 18% upside from its current $160.98 price and $3.92 trillion market cap. The upgrade, driven by a larger-than-expected total addressable market (TAM) for AI data center semiconductors—now pegged at $563 billion by 2028—and increased forecasts for computing and networking revenue, underscores Nvidia’s dominance in the AI revolution. With a revised FY2028 EPS estimate of $6.37 and a 30x P/E multiple, Citi’s bullish stance reflects soaring sovereign AI demand and Nvidia’s pivotal role in global infrastructure buildouts. But with a lofty valuation and rising competition

To evaluate whether Palantir Technologies (PLTR) is a "safe haven" for Tesla (TSLA) investors looking to shift their investments, we need to compare the financial performance, growth prospects, and risk profiles of both companies based on available data. Below, I’ll analyze key financial metrics, market positioning, and other factors to assess this shift, using recent data where possible. Note that "safe haven" typically implies lower risk, stability, or better risk-adjusted returns, so I’ll focus on these aspects. Financial Data Comparison # Revenue Growth - **Palantir (PLTR)**:   - In 2024, Palantir’s revenue was $2.87 billion, reflecting a 28.79% year-over-year (YoY) increase from $2.23 billion.[](https://stockanalysis.com/stocks/pltr/)   - For Q1 2025, Palantir reported 39% Y

Singapore’s three local banks are showing different rhythms in July. DBS just hit another all-time high near S$45, continuing its leadership. OCBC has surged for six straight sessions, rising past S$16.50 and hitting its highest level for the year. Meanwhile, UOB is still lagging, trading around S$36 and below its previous February high. With DBS looking stretched after a long bull run, attention is shifting toward OCBC and UOB. Which one offers better value for the rest of 2025? OCBC – Momentum and Wealth Angle OCBC’s recent rally reflects renewed interest from investors. Its private banking arm continues to benefit from inflows, especially from North Asia. With strong capital ratios, OCBC also has flexibility for more dividends or even buybacks if growth slows. Its loan book is slightly

🟩 🔥 Ready to supercharge your SGX investment game? Join Iggy as we unpack OCBC Bank's bold $5 billion move to empower entrepreneurs across Singapore and Malaysia. This video is packed with insights on how OCBC’s ambitious lending program signals confidence in local entrepreneurship and its potential to reshape the SME lending landscape. Plus, we’re shedding light on today’s other market movers, including SIA’s game-changing partnership with Malaysia Airlines and SGX’s record-breaking REIT IPO. Whether you’re exploring investing opportunities or refining your economic strategies, this analysis is your edge. 💡 Discover how these developments impact your portfolio, learn key financial analysis tips, and get actionable takeaways to make smarter investment decisions. Remember, "Investing is a l

I don’t think musk’s America Party will succeed. Don’t fight history. Although he is well known, I don’t think he has the political aptitude. I also think his policies will favour Tesla rather than the nation. I won’t hold Tesla. After all, competition in the EV industry is intense and we never know if he will be distracted with politics to focus and advance the interests of Tesla. I think it will be back to the fear of a distracted CEO and this is obviously the market’s fear. Tesla stock will only do well if musk focus on his company and less on other toys just because he has the money. Trump is even more unpredictable than musk. So, I won’t know if trump will be more hostile towards Tesla. But we all know that trump has favoured traditional energy sources so even if he is hostile towar

I have been following the recent buzz around Tesla $Tesla Motors(TSLA)$   after Elon Musk announced the formation of the "American Party," which seems to have triggered a drop in Teslas stock below 290, sparking some concerns. It is an interesting turn of events, and I cannot help but wonder what is next for the company. The questions being thrown around, like whether I am bullish or bearish on Tesla, make me reflect on Musks leadership and the companys resilience. As for my stance, I would say I am cautiously optimistic, though it is hard to pin down without more data. Musk has a track record of turning things around when the odds seem stacked against him, and I believe he might just pull it off again. The

The stock market on July 8, 2025, is a dynamic landscape shaped by tariff announcements, corporate earnings, and sector shifts. Investors are balancing optimism from record-high indices with caution due to geopolitical and economic uncertainties. This report highlights key stocks to watch, market movements, and trading strategies to navigate today’s environment. Market Overview Key Market Movements S&P 500 Performance: The S&P 500 closed at 6235 points, up 0.07% from the previous session. It has gained 3.81% over the past month and 11.79% year-over-year, though it lags behind global markets, which are up 15-20% YTD. Tariff Announcements: On July 7, 2025, President Trump announced tariffs ranging from 10% to 70% on imports from 14 countries, effective August 1. This has driven the V

🟩 📈 Thinking about the NTT DC REIT IPO and whether to buy, sell, or hold? 🧐 Join Iggy from Investing Iguana as we dive into this massive offering, packed with insights for Singaporean investors eager to navigate the digital infrastructure boom. This video sheds light on the REIT's exceptional institutional backing, strategic assets in tier-one data center markets, and attractive distribution yield, while also addressing critical concerns like technology obsolescence, tenant concentration risks, and high capital intensity. Whether you're looking to grow your portfolio with exposure to the digital economy or seeking strategic investment decisions, this analysis breaks it all down and provides practical advice on how to position this REIT in your portfolio. Remember, investing is a long-term

$S&P 500(.SPX)$ $Trump Media & Technology(DJT)$ The U.S. stock market shuts down roughly a dozen times each year for federally recognized holidays, plus a handful of early closing days around Thanksgiving, Christmas, and Independence Day. These closures are part of the fabric of Wall Street tradition, but they occasionally draw criticism from those who see them as relics of a bygone era. Recently, former President Donald Trump added fuel to the debate, claiming that America “can’t be great again if everyone is always on vacation,” and singling out the stock market holiday calendar as an example of “bureaucratic inefficiency.” Regardless of whether you agree with Trump’s assessment, his remarks have

T.T.T.Tesla Tesla Tesla , Tesla Investors, Mr Musk & the success or demise of the new America Party !!! Never a dull moment if you're a Tesla Investor. Point me to any other successful business that has the ability at harnessing such Noise at any given time ? Any takers ? Trump had the media in his hands for the last 3 years before the election, then Mr Musk endorsed him and the rest is History.  Who has the media in their hands at this very moment ? Yes, you see it now, Mr Elon Musk. It's B.B.B.Brilliant, next level, you're in everyone's thoughts, their space, everyone's speaking about you. You control the narrative , yes you do Mr Musk .When you allow the World , your Investors, Wall Street, THE MEDIA , including the current president of the USA speaking or Tweeting about you ,