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2025-07-21
Hong Kong Stocks Surge Past 25,000: Room to Run or Time to Caution?
$HSI(HSI)$ The Hang Seng Index (HSI), Hong Kong’s flagship equity benchmark, has finally pierced through the psychological 25,000 level — a threshold many investors have watched for months as a signal of renewed confidence in the city’s battered stock market. Driven by a confluence of improving macroeconomic signals, policy support from Beijing, and bargain hunting by global investors, the HSI’s latest rally has added nearly 15% over the past quarter and is up over 20% year-to-date. But now that the index has surpassed this milestone, a critical question emerges: is this the beginning of a sustainable bull run for Hong Kong equities, or are valuations running ahead of fundamentals in a still-uncertain environment? This article dives into the driver
TOPpuffyxx: Sounds like a cautious approach is needed.
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2025-07-21
HSI Soars Past 25,000: Is This the Dawn of a New Bull Run or a Temporary High?
The Hang Seng Index ( $HSI(HSI)$ ) ignited fireworks on July 21, 2025, briefly crossing the 25,000 mark intraday to hit 25,010.90, its highest level since February 2022, before closing at 24,916.79. With a year-to-date (YTD) gain of over 24%, this milestone has investors buzzing: Is this the start of a sustained bull market, or will the HSI consolidate again as it has in past rallies? Fueled by a global AI boom, Chinese tech giants, and spillover from U.S. investment policies, the HSI’s breakout signals robust momentum—but historical volatility and geopolitical risks keep the outlook cautious. This report dives into the drivers of the HSI’s surge, its potential for further gains, and strategic investment approaches to capitalize on this rally while
TOPCaution is key here; history shows us that emotional rallies can quickly turn.
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2025-07-21
Old Dominion Freight Line: Why Patience Pays in This Cyclical Trucking Giant
$Old Dominion Freight Lines(ODFL)$ The U.S. economy is powered by trucks. Every day, millions of tons of goods move across the country through a vast and complex network of roads and highways, and at the heart of this system sits Old Dominion Freight Line (NASDAQ: ODFL) — a dominant player in the less-than-truckload (LTL) sector. Known for its operational excellence and industry-leading margins, Old Dominion has been a favorite of long-term investors. However, as we move further into what appears to be a cyclical downturn in freight demand, earnings have begun to roll over and the stock has retreated from its lofty highs. The question investors now face is whether this pullback represents a buying opportunity or simply the beginning of a more pron
TOPLook at 1st qtr earning from LTL carriers. ODFL still maintained a very respectable profit. Others not so much.
638
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2025-07-21
Lockheed Martin (LMT) Mixed Performance Expected With Full-Year Guidance Reaffirmed
$Lockheed Martin(LMT)$ is scheduled to release its fiscal Q2 2025 earnings on Tuesday, 22 July 2025, it is expected that LMT would be reporting a mixed performance against analyst expectations but reaffirming its full-year guidance. Revenue: The company reported revenue of $18.57 billion, marking a 2.5% increase year-over-year. This was in line with analyst consensus. Earnings Per Share (EPS): LMT posted $6.50 per share, which was slightly below analyst expectations of around $6.52-$6.57 per share and represented an 8.6% decline compared to Q2 2024. This decline in earnings despite revenue growth is a point for investor scrutiny. Lockheed Martin (LMT) reported a strong fiscal Q1 2025, demonstrating solid performance across most of its segments and
TOPEarnings are gonna be blowout. Lots of war. Best to load up now.
870
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2025-07-21
$Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ 🚀🧠💸 Tesla’s $47M Signal: The Smart Money’s Already Moving 💸🧠🚀 The numbers don’t whisper; they shout. On 19Jul25, Tesla saw a tidal wave of call buying: $46.69M in net premium flowed into the bull side, while put flow was almost nonexistent at just $3.95M. That’s a $TSLA options market telling us something loud and clear: institutions are leaning in ahead of earnings with conviction, not curiosity. 📈 Massive Call Premium + Bullish Tape = Serious Intent Price action on Friday didn’t drift; it surged. Tesla closed the day at $329.65 and then ripped in after-hours to $334.80. Volume hit 94M+ with
TOPWatching the trading range tighten up—looks like a base is forming. Could be setting up for a technical breakout if the next earnings report confirms the trend.
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2025-07-21
Lum Chang Creation: 3 Reasons to BUY, 3 Red Flags! (Stock 3 Good 3 Bad) | 🦖 #TheInvestingIguana EP988
🟩 🦖 Ready to uncover why Lum Chang's 20% jump might just be the start of something bigger? Whether you're an experienced investor or just exploring the Singapore market, this video is packed with insights you won't want to miss. Join Iggy from the Investing Iguana as he dives into the highs and lows of Lum Chang Creations’ explosive debut. From its IPO success and substantial project backlog to critical red flags like geographic concentration and execution risks, this analysis sheds light on everything you need to know before making investment decisions. $Lum Chang Creat(LCC.SI)$ ✨ In this video, you'll learn: - The top 3 reasons why Lum Chang's market performance is turning heads. - The risks every investor must consider, including structural a
TOPGreat insights! I'm all in for the ride! [WOW]
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2025-07-21
Axalta’s Slide: An Exit Signal or a Rare Opportunity?
$Axalta Coating(AXTA)$ Axalta Coating Systems Ltd. (NYSE: AXTA), a global leader in coatings and paints, has been making headlines recently — though not all of them flattering. After years of steady growth and resilience through economic cycles, the stock has stumbled in 2025 amid macroeconomic uncertainty, margin pressures, and softer industrial demand. With shares trading well below their 52-week highs, investors are left to ponder: Is Axalta’s recent weakness a signal to exit, or an opportunity to buy the dip and position for long-term gains? In this in-depth analysis, we will examine Axalta’s business fundamentals, financial performance, competitive advantages, risks, and valuation to determine whether the current pullback presents a buying op
TOPThe drop could be a great buying chance! Just be sure to assess the risks before diving in.
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2025-07-21
Quantum computing feels a bit like the rock band that’s always “about to blow up” but keeps pushing the tour date. Unlike AI — which had its ChatGPT moment because it reached the average person’s phone, laptop, and TikTok feed — quantum computing still lives in a kind of science fiction limbo for most investors. The potential is outrageous, but the practicality is elusive. The buzz is real, but the impact is still largely theoretical. I don’t think quantum will outshine AI in 2025. Not yet. AI is already embedded in workflows, products, and infrastructure. It’s making people money now. Quantum? It’s still trying to prove it can consistently outperform classical computing in any useful way outside niche simulations. It’s a slow burn — and that’s okay. But it means investors looking for anot
TOPYour insights on quantum vs AI are spot on
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2025-07-19
Looking for local stocks that have delivered double-digit returns in 2025? Some blue-chip counters on the SGX have quietly surged past 20% YTD gains — proving that stability and performance can go hand-in-hand. 🔥 DBS Group Holdings (D05) Singapore’s largest bank continues to impress, riding on strong net interest margins and regional growth. Up ~22% YTD, DBS remains a favourite for both dividend and growth investors. 📈 Keppel Corp (BN4) With the successful transition into an asset management and infrastructure powerhouse, Keppel has rallied over 25% YTD — boosted by steady income streams and global infrastructure tailwinds. 💼 Yangzijiang Shipbuilding (BS6) China’s largest non-state-owned shipbuilder listed in SG has benefited from strong order books and global shipping demand. The stock is
TOPThanks for sharing! It’s time to invest in non-American equity markets.
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2025-07-18
$Quantumscape Corp.(QS)$ This leading stock is spearheading the market trend, proving that solid-state battery technology is far more reliable and practical than nuclear fusion or humanoid robots in terms of commercialization. The industry's 2027 mass production target is truly promising! May everyone have substantial profits!
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2025-07-21
$SANHUA(02050)$ 's thermal management play paying off! Tesla supply chain + cooling tech breakthroughs driving revaluation. Fundamental research wins again.
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2025-07-21
$DONGFENG GROUP(00489)$ delivering! Commercial vehicle recovery + NEV transition paying off. Taking some profits amid fierce competition, keeping exposure for Q3 earnings potential.
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2025-07-21
$HORIZONROBOT-W(09660)$ Domestic autonomous driving chips face no near-term substitutes, while robotics shares talent and supply chains with the sector. Investing in Horizon Robotics isn’t just about autonomous driving—the robotics boom unlocks fresh growth potential.
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2025-07-21
$MEITUAN-W(03690)$ saw two major boosts over the weekend: first, regulators summoned three food delivery platforms, easing market competition; second, its portfolio company Unitree gears up for IPO, with Meituan, as the largest shareholder, poised to reap significant gains as investments mature.
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2025-07-21
$BABA-W(09988)$ finally showing strength! China tech rebound & e-commerce recovery working together. Patience pays off - may all your holdings glow green!
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2025-07-21
$Palantir Technologies Inc.(PLTR)$ is developing ontology and simulation layers—software that transforms raw edge signals into actionable insights, models, and decisions. Their platform creates digital twins: real-time, computable representations of real-world systems, enabling querying, forecasting, and optimization.
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2025-07-21
$Occidental(OXY)$ Oil companies may outperform crude oil. The sector is improving capital allocation by reducing debt and boosting dividends/buybacks. Over time, per-share hydrocarbon reserves are likely to rise.
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2025-07-21
$iShares Semiconductor ETF(SOXX)$ The index hit a new high before pulling back today. As long as it holds above recent support levels, the uptrend remains intact. Crypto is expected to rally to new highs after the dip, completing the wave pattern. $iShares 20+ Year Treasury Bond ETF(TLT)$ bonds offered the best buying opportunity this week.