$Netflix(NFLX)$ 🎙️ Key Highlights from the Quarter Report: Beating expectations: Netflix reported Q2 EPS of $7.19, surpassing the projected $7.07 (+1.7%), and revenue of $11.08 B, ahead of the $11.04 B estimate . Raised full-year forecast: Updated guidance to $44.8–45.2 B (from prior $43.5–44.5 B), and adjusted operating margin to ~**30%** . Operating margin boost: Q2 margin hit 34%, up ~7 percentage points YoY, helped by FX tailwinds and efficiency . Ad revenue acceleration: Full rollout of Netflix Ads Suite across all markets supports plan to double ad revenue in 2025 . Content & engagement: 95 B hours streamed in 1H; hits included Squid Game S3, Ginny & Georgia S3, STRAW and global titles—AI to supp
🌟🌟🌟With Nvidia $NVIDIA(NVDA)$ blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD $Advanced Micro Devices(AMD)$ and $Broadcom(AVGO)$ are forever in its shadow. But the reality is more nuanced and more exciting. Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down. AMD is gaining traction in AI inference where performance per watt may matter more than volume. It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown. It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad
Overview: Global Equities Regain Ground Markets across the globe closed mostly higher on July 17, buoyed by strong corporate earnings and renewed optimism over trade developments. Positive US economic data and a potential thaw in EU-US trade tensions lifted sentiment. While Wall Street led gains, Europe rallied on policy optimism, and Asia remained mixed amid geopolitical uncertainty. Wall Street Rises on Earnings Optimism US equities climbed, with the Dow Jones $DJIA(.DJI)$ adding 229.71 points to close at 44,484.49, and the S&P 500 $S&P 500(.SPX)$ gaining 33.66 points to finish at 6,297.36—both up 0.5%. The Nasdaq Composit
🚨 U.S. Crypto Bills Advance: A Bull Catalyst or Final Relief Rally?
$Circle Internet Corp.(CRCL)$ The House's narrow 215–211 procedural vote is more than symbolic — it's a signal that crypto legislation is finally moving from political limbo to real possibility. ✅ The 3 Bills in Focus GENIUS Act: Focuses on defining and protecting digital asset innovation. CLARITY Act: Aims to demarcate SEC vs CFTC crypto oversight. Anti-CBDC Act: Reflects growing pushback against central bank digital currencies. With the final vote expected later this week, crypto markets — especially $BTC and $CRCL — may react swiftly. Circle, as a US-based stablecoin issuer, would benefit significantly from any framework providing operational clarity and institutional confidence. 🔍 What This Means for Traders: Short-Term Play: Expect hei
$CapLand Ascendas REIT(A17U.SI)$ $CapitaLand Ascendas REIT(A17U.SI) Lai ah, EGM is on 30th July 2025 10.30 AM. May be got food provided for lunch! Chart wise, she is looking sexy each day and may likely rise up to test 2.83.Pls dyodd.https://sporeshare.blogspot.com/2025/07/capitaland-ascendas-she-is-gaining.html CapitaLand Ascendas - She is gaining momentum likely to rise up to test 2.83 and above! A nice breakout of 2.83 smoothly plus good volume we may see her rising up further towards 2.90-2.92 with extension to 2.96-2.99. Pls dyodd. 3rd July 2025: CapitaLand Ascendas REIT - She had managed to clear 2.72 and closed higher at 2.73, this is rather bullish and we may see her rising up further towards 2.80 and above. Hopefully, she
$Netflix(NFLX)$ Netflix delivered a strong Q2 beat—revenue jumped 15.9% YoY to $11.08B, EPS rose 47% to $7.19, and it raised its full-year outlook to $44.8–45.2B . Total streaming revenue and ad-unit growth continue to impress, especially with live sports (NFL, boxing) and generative AI VFX initiatives . However, Netflix fell ~1.8% in after-hours trading, suggesting concerns about already-high expectations and stretched valuation (~43x forward) . 🔍 What's Driving the Post-Earnings Reaction 1. Valuation pressure – After nearly doubling YTD, Netflix sits at ~43–50× forward EPS. Even a beat might not be enough to please investors . 2. Execution scrutiny – Key growth areas from ad-revenue to live content need consistent results. Street is
Price Target: $71.14 Nebius continues to consolidate in the handle. There is some resistance around $56, once above that level, it would confirm a breakout and a potential move higher. Next target is $71.14 at the Golden Ratio. The key to holding NBIS is having patience and conviction, regardless of short-term price movements. Institutional players are actively driving the price up and down to shake out weak holders, leading to significant daily volatility. @Daily_Discussion @TigerObserver @TigerPM @Tiger_comments
Joby Aviation’s 300% Takeoff The Flying Tesla: Meme Stock Frenzy or the Future of Flight?
$Joby Aviation, Inc.(JOBY)$ In one of the most dramatic rallies of 2025, shares of Joby Aviation Inc. have soared over 300% in just three months, capturing the imagination of retail traders and institutional investors alike. The California-based pioneer in electric vertical takeoff and landing (eVTOL) aircraft has become one of the most talked-about names on financial message boards, drawing comparisons to past “meme stock” darlings like GameStop and AMC. But is Joby’s meteoric rise merely a product of social media hype and speculative mania — or is the company finally proving itself as a legitimate disruptor in the future of urban air mobility? In this article, we analyze the factors driving Joby’s surge, assess the risks and opportunities in its
Zeta Global: A Founder-Led Marketing Tech Disruptor With Market-Beating Potential?
$Zeta Global Holdings Corp.(ZETA)$ For investors searching for potentially market-beating stocks, one name that recently caught my attention is Zeta Global. It checks several boxes that matter to me: a founder-led business, a disruptor in marketing technology, and a company that earns high marks on quality. In this analysis, I’ll explain what makes Zeta an intriguing idea, walk through my Investing Checklist, and highlight both the opportunities and the risks. As always, this is not financial advice—just an educational look at a promising company. Why Zeta? Founder-Led, Insider Buying, and Strong Growth Zeta Global is a marketing technology platform that aims to consolidate and streamline the fragmented tools chief marketing officers rely on to ta
Should You Buy Domino’s Stock Before Earnings? My Updated Valuation and Recommendation
$Domino's Pizza(DPZ)$ Domino’s Pizza (NYSE: DPZ) is set to report its quarterly financial results before U.S. markets open on July 21, 2025. Naturally, many investors have been asking: Should I buy Domino’s stock ahead of the earnings announcement? In this article, I’ll answer that question directly and explain why my recommendation on Domino’s has changed. I’ll preview what investors should watch for in the upcoming results, review the company’s most recent quarterly performance, assess key tailwinds and headwinds, and share my updated discounted cash flow (DCF) valuation model and intrinsic value estimate for Domino’s stock. Let’s dive in. Reviewing the Most Recent Quarterly Results Domino’s last reported earnings on April 28, 2025, posting globa
From MAGA to HODL: Trump Wants Your 401(k) $$ support Crypto
$S&P 500(.SPX)$ As cryptocurrencies enter a new bull phase, President TACO has reportedly set his sights on the $8 trillion U.S. retirement savings market. According to senior advisors close to his campaign, Trump is preparing an executive order — should he regain the White House in 2025 — that would open the door for 401(k) plans and IRAs to allocate a portion of their assets into digital assets like Bitcoin and Ethereum. This ambitious move, his aides argue, could “democratize access to the future of finance” while cementing his administration’s pro-crypto credentials and countering what they call “stifling overregulation” under the current SEC and Department of Labor regimes. But the prospect of steering America’s retirement savings into cr
As I look at this post titled "Aim for $10Trln? Next 10x Bagger Still Nvidia?", I'm intrigued by the discussion around market capitalizations. It mentions that as of Tuesday, July 15, there are only three companies in the world with a market capitalization exceeding $3 trillion. I find it impressive that Nvidia $NVIDIA Corp(NVDA)$ ranks first with $4.17 trillion, followed by Microsoft $Microsoft(MSFT)$ at $3.76 trillion, and Apple at $3.12 trillion. I'm amazed to see the market's expectations for Nvidia to potentially reach $10 trillion. The post highlights Nvidia's incredible growth, noting that over the past five years, it h
As an observer of the crypto market, I am genuinely impressed by the recent surge in Ethereum, hitting $3,600, which marks its highest point since January 7. This milestone suggests a strong upward trend that has caught the attention of many investors. The fact that Solana has also jumped by 21 percent over the past month only adds to the excitement surrounding these digital assets. Turning to the stock market, I notice that related crypto stocks have already seen significant gains, particularly during what is being called Crypto Week. The passage of all three major bills seems to have fueled this momentum, creating a favorable environment for companies tied to the cryptocurrency sector. It is an intriguing development that highlights the growing influence of regulatory support on market p
I prefer stocks over options due to my lower risk tolerance. I accept lower returns for stability and trust in long-term growth. My best pick, PLTR, has shown solid gains with its data analytics focus. The TSMC 222% gain is impressive, but I haven’t hit that mark. Still, PLTR’s steady rise suits my strategy. I believe in time over options’ volatility. I haven’t seen 30,000% returns like Nvidia, but gradual growth works for me. I focus on stocks with strong fundamentals, like PLTR, for sustainable gains. In short, I stick to stocks for lower risk and trust time-driven growth, with PLTR as my standout so far.
JP Morgan Delivers Another Beat: Business as Usual or Time to Buy?
$JPMorgan Chase(JPM)$ This morning, JP Morgan Chase (NYSE: JPM) reported its latest quarterly results before the opening bell. Shares dipped modestly, closing down about 0.74% after a volatile session, but nothing alarming for the world’s largest bank by market capitalization. Investors and analysts alike were keen to parse the numbers—not just for what they say about the bank itself, but also for what they reveal about U.S. consumers, corporate spending, and the broader economy. JP Morgan’s earnings once again beat expectations—marking what may be its 11th or 12th consecutive beat on both revenue and earnings per share. Here’s a closer look at the highlights of the quarter, what they tell us about the state of the economy, and whether the stock re
Still Clicking? Why Google Might Be Worth Buying at $185”
$Alphabet(GOOG)$ The second-quarter earnings season of 2025 has arrived, and all eyes are on the tech titans that have long powered market returns. Among them, Alphabet Inc. (NASDAQ: GOOGL)—better known as Google—remains a bellwether of not just the technology sector but of the global economy’s digital transformation at large. With shares currently trading near $185, up nearly 15% year-to-date and sitting close to all-time highs, investors face a critical question: does Google still represent a compelling buy at this level, or has much of the upside already been priced in? Alphabet’s Q2 results offer a nuanced picture of strength in core businesses, progress in artificial intelligence (AI) monetization, and persistent risks. This article takes a d
How Do Other Tech Firms Respond To Similar CPI & Rate Scenarios?
We saw how Nvidia stock reacted after it announced plans to resume sales of its H20 GPUs to China following assurances from the U.S. government regarding export licenses. On 15 July 2025 we also have the CPI data release for June 2025, and though Nvidia announcement did help the stock market to demonstrate resilience initially but that momentum quickly faded off by rising interest rates following the release of June's CPI report. So in this article, I would like to explore and share how would other tech firms respond to similar CPI and rate scenarios. Tech firms respond to CPI and rate shifts with a mix of pricing strategy, cost optimization, and strategic pivots—though the playbook varies by subsector and business model. Here is a breakdown across regimes: Disinflation + Rate Cuts Cloud &
Keppel DC REIT SGX: Analyst Says BUY – But HERE'S What They Missed! | 🦖 #TheInvestingIguana EP983
🟩 🦖 Curious about Maybank’s $2.40 target for Keppel DC REIT? Join Iggy from the Investing Iguana as he sheds light on this exciting call with insights into data center market trends, Keppel DC’s growth story, and why this REIT might deserve a spot in your portfolio. Packed with financial analysis, we’re exploring revenue growth driven by hyperscale leases, industry demand projections, and how tight energy rules amplify pricing power for operators like Keppel DC. $Keppel DC Reit(AJBU.SI)$ 📈 Whether you're navigating CPF or SRS investment decisions, this video breaks it all down in plain, actionable terms. Learn why Keppel DC’s 7% rental reversions, 24 data centers, and 96.5% occupancy make it a long-term compounder. From Maybank’s conservative t
Inflation Warnings from CPI in a Tariff Storm: Can Gold Prices Go Higher?
In the first half of 2025, international gold prices repeatedly hit new highs, driven by escalating global tariff risks and geopolitical tensions. At its peak, the price once surged past the $3,500/oz mark. As the second quarter began, the upward momentum significantly slowed, with prices currently fluctuating narrowly between $3,300 and $3,400/oz. The key factors fueling the price increase, such as geopolitical strife and uncertainty over the Federal Reserve’s policies, are losing their impact. Meanwhile, renewed turbulence in U.S. tariff negotiations and the latest CPI data, which is far from reassuring, have reignited market concerns about inflation.Renewed U.S. Tariff Shock Elevates Global Trade RisksThe newest wave of U.S. tariff threats has injected even greater unpredictability into
Weekly Commentary on US Stock Market, US reporting season & Tariff flip-flop continues
US Stock MarketThe $S&P 500(.SPX)$ rose 0.3% this morning to close at 6264 after reaching an all-time high of 6302 earlier in yesterday’s session. Trump’s purported murmurings about Fed Chair Powell’s future halfway through today’s session sent the market lower while bank earnings and inflation woes weighed on the benchmark index yesterday. But the market rallied into the close today as Trump denied the Powell sacking rumour. The independence of the Federal Reserve is a key component of the US market and any speculation of Trump changing this sends shivers down the spin of market participants. The big news for the week was the $NVIDIA(NVDA)$ CEO Jensen Huang stating that it hope