Euphoria or Inflection? Can Wall Street's Record Run Continue?
🌟🌟🌟The Nasdaq 100 Index just vaulted past 21,000 and the S&P500 is basking in all time highs. Tech stocks are on an upward momentum. AI optimism is running hot. The big question is - Is this the beginning of a new bull market or a sugar rush before the crash? What Is Fueling The Rally? Big Tech's Earnings Power : The Magnificent 7 are delivering blockbuster results, with Nvidia $NVIDIA(NVDA)$ alone now worth more than the GDP of some countries. AI Infrastructure Boom: Hyperscalers are pouring over USD 400 billion into chips, cloud and computing, turning AI from buzzword to backbone. Rate Cut Hopes : With inflation cooling and unemployment nudging up, markets are pricing in a Fed
🌟🌟🌟Who says Singapore Market is boring? Clearly not anyone watching the Straits Times Index recently. The Singapore Market has gone from "boring but reliable" to "dependable with a dash of flair". The Straits Times Index (STI) has been on a tear - 11 straight sessions of gains and suddenly Singapore isn't just a footnote in global investing. Singapore is now making headlines in a great way. Why is Singapore Drawing Global Capital? The 3 Singapore banks $DBS Group Holdings(D05.SI)$ $ocbc bank(O39.SI)$ and $UOB(U11.SI)$ have been hitting their all
--Ad Resilience Remains, AI Transformation Takes a Test, Regulatory Shadow RemainsOn July 23, $Alphabet(GOOGL)$ will announce Q2 earnings.The market generally expects its search advertising and YouTube business will continue to grow steadily, while the cloud computing to maintain the medium and high speed expansion, the market is mostly optimistic about its sound fundamentals.However, as the EU antitrust ruling approaches in August, the uncertainties facing Google cannot be ignored.Search and YouTube become core pillars as certainty of ad recovery grows. $Alphabet(GOOG)$ Advertising remains the ballast of Google's cash flow.Q2 advertising revenue is expected to reach $70.2B (+9% y/y), of which $53.2B (+1
Tech Review: The Worst Punishing Of "Missing Out" Since 2022
From $Meta Platforms, Inc.(META)$ Adds to $Alphabet(GOOGL)$ Rebounds, AI Sentiment Revisited in 2025.Despite high market valuations and approaching seasonal headwinds, fundamental investments and structural trends in AI are accelerating.Meta announced plans for several gigawatt-level AI computing clusters, such as "Prometheus" (1GW) and "Hyperion" (target 5GW), which not only reflects its strategic determination in the AI field, but is also regarded as a "tens of billions of dollars order signal" to chip makers such as NVIDIA by the market.It is also regarded as a "tens of billions of dollars order signal" to NVIDIA and other chip makers.Combined with Oracle's new investment in Germany and CRWV's massive
After briefly breaking above $3,500 on April 25, international gold prices have repeatedly failed to hit new highs. Cooling geopolitical tensions, uncertain Fed rate cuts, and easing trade concerns have all weighed on momentum.Ben Nadelstein, research head at Monetary Metals, believes a new high is unlikely in July: “Unless Powell is replaced or the Fed cuts rates, I don’t see gold reaching $3,500.”Brandon Aversano, CEO of The Alloy Market, agrees. He says any significant short-term rally would require major economic headwinds or rising global instability.In contrast, Brett Elliott, marketing director at APMEX, believes surprises are possible: “With the right catalyst, gold can swing more than 3% in a day.” He points to trade policy as a potential trigger.According to market watchers, four
Ethereum's Lone Struggle to Lead: Is There Still Room for Growth in the Overall Cryptocurrency Marke
Is there still room for growth in the overall cryptocurrency market, or is Ethereum's recent independent surge an anomaly?Bitcoin's Status and Ethereum's Unexpected RiseBitcoin has shown volatile trends after reaching its projected target price of $120,000-$130,000 earlier this year. In contrast, Ethereum has recently surged independently, an unusual occurrence given that most other cryptocurrencies have not followed suit. This raises questions about whether this independent movement signals an impending end to the rally or if Bitcoin and other cryptocurrencies will soon catch up, leading to a broader market uptrend.The Influence of Political FiguresA crucial factor in answering this question is understanding the changing status of Bitcoin and Ethereum during Donald Trump's potential term.
7 Types of People & Their Takes on Stablecoins: Where Do You Stand?
Stablecoins and cryptocurrencies remain front and center on Wall Street $Trump Media & Technology(DJT)$ announced on Monday that it has accumulated approximately $2 billion worth of Bitcoin and related assets. Since Trump pivoted toward the high-yield world of cryptocurrencies, his net worth has continued to grow throughout his time in office. According to a press release, Bitcoin holdings now account for roughly two-thirds of Trump Media’s total liquid assets.As more people flock to the crypto space, what’s your stance?1. Most excited: Economists and traditional industry investors (non-currency fields) Many of these individuals had never heard of stablecoins before 2024 or still associated them with the outdated Libra concept. To them, stablec
$Opendoor Technologies Inc(OPEN)$ pulled off a stunning comeback in just one week, going from delisting risk to becoming a market darling. This confirms my strategy of spotting high-risk, high-reward plays early on was spot on. Patience paid off!
H1 2025. First time I ever try sell put strategy. In theory sell put should be more "efficient" as 1) time decay is Ur friend. Closer to expiry date, the contract worth less.which is what U want 2) volatilities crush(iv crush) as the price of stock swing wildly, especially during Friday and opex and holiday eve, they will be your friend to burn the contract price The only thing that this against sell put is news related to the stock (e.g accounting fraud, high profile resignation, crackdown etc) Thanks to trump liberation day ,which caught every retailer off guard, I got burnt hard and burnt out on the oklo, crashing from 75 to 45. The liberation day is so close to Feb opex week which I wasn't aware of. Took a short break to restrategise. 1) only sell put on Thursday or F
Market performance in 1H 2025 The first half of 2025 proved exceptionally volatile for US equities. Market turbulence stemmed from trade policy uncertainties, Federal Reserve decisions, and escalating Middle East tensions. The VIX surged to 52 in April following President Trump's country-specific tariff announcements on 2 April. This marked the highest level since the COVID-driven selloff in March 2020. Despite a maximum 19% drawdown between February and April, the S&P 500 demonstrated remarkable resilience. The index recovered all losses within three months, finishing the half-year at 6205 points, up 5.5%. Both the S&P 500 and Nasdaq 100 achieved new record highs in June. The Nasdaq gained 7.9% to 22,679 points, while the Dow Jones rose 3.6% to 44,095 points. Sector performance re
Apple might finally be waking up from its AI slumber, and the market’s starting to notice. After months of lagging behind the other tech giants in the Magnificent 7, Apple’s recent move — reportedly exploring partnerships with Anthropic or OpenAI to supercharge Siri — signals a major shift in strategy. Rather than stubbornly clinging to in-house AI development, Apple might be admitting what many have whispered: it’s behind. And now, it wants to catch up fast. This potential AI pivot could be a game-changer. Siri has long been the weakest link in Apple’s ecosystem — more punchline than powerhouse. Integrating cutting-edge AI from OpenAI or Anthropic could completely rewire what Siri is capable of, turning it into a legitimate digital assistant that rivals (or even surpasses) Google Assistan
$Grab Holdings(GRAB)$ Grab has faced several lawsuits, including a class-action lawsuit related to its stock price decline following its listing, and a lawsuit by a management consultancy over a domain name dispute. There was also a legal battle with the Malaysian Competition Commission (MyCC) concerning alleged anti-competitive practices. Here's a more detailed breakdown: 1. Class Action Lawsuit (US): Following Grab's initial public offering (IPO) and subsequent stock price drop, several US law firms investigated potential claims against Grab for alleged false and misleading statements. These firms encouraged shareholders who had incurred losses to contact them to potentially participate in a clas
Next GameStop? Opendoor Soars on Social Hype and Short Squeeze, Using Straddle to Chase the Move
Opendoor has surged over 500% this month amid meme-stock frenzy and extreme volatility. With implied volatility at record highs and options volume soaring, traders may consider straddle strategies to profit from wild price swings regardless of direction.Traders Flock to the Newest Meme Stock$Opendoor Technologies(OPEN)$ has gone from a struggling former pandemic-era darling to the talk of the U.S. equity market. Shares jumped as much as 42.7% to $3.21 on Monday, extending its gravity-defying rally to more than 500% this month!The surge came after a bullish X post on July 14 by Eric Jackson, the head of EMJ Capital and an early Carvana bull, who shared a turnaround thesis for the struggling company and placed a long-term price target of $82 per sha
$Strategy(MSTR)$$Coinbase Global, Inc.(COIN)$$Grayscale Ethereum Mini Trust ETF(ETH)$ ETH’s been moving different since that Genius Act passed. They cut off yield-paying stablecoins and now everyone’s looking for returns somewhere else. DeFi’s waking up. TVL on Ethereum’s already up 18% this month and Lido’s back in flow. The chart’s been coiling and just ripped past $3.8k. If this clears $4k clean, it’s game on. Q 🧃
Options give you more options, period. Stocks alone will not give you the gains that you're looking for. Coupled with options, profits can be multiplied manifold. Am glad that options has generated a rather significant sideline income for me 💜🙏🙇♀️