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06-25 23:55
I’m not rushing to call the bottom yet. The main reason for gold’s selloff is the market’s shift from expecting rate cuts to pricing in possible rate hikes. As long as rates stay high and the U.S. dollar remains strong, gold could face further downside. That said, I’m still constructive on gold over the long term. Central bank buying continues, geopolitical risks remain, and gold still plays an important role as a hedge. After the recent correction, valuations look much more reasonable than they did at the January peak. My strategy would be to DCA gradually rather than wait for the perfect entry. I prefer $SPDR Gold Shares(GLD)$ or DBS tokenized gold for convenie
TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Aqa @DiAngel @koolgal @SherniceXuan 2000
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06-26 00:24
As ugly as this is for $MSTR right now, we are most certainly in the bottoming process. This could drop below $80 but at this point nibbling is not a bad idea. Nevertheless, it will need to base out in this range for awhile. If you believe in Bitcoin in the long run, the risk/reward on $MSTR just got compelling.
TOPThey should give dividends in the main stock, not thru separate issues.
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06-26 01:03
$Strategy(MSTR)$ A brand New 52-week low. Just when you thought it has hit bottom, MSTR goes lower. But if you think about it, this should have been expected. Seriously. What doest MSTR produce that is worth owning a part of the company? Nothing. It's only claim to fame are the bitcoin it holds in their treasury. Bitcoin which was bought from constant issuing of new shares or bprrowing of new depts. it was okay when Bitcoin prices jept goinv higher than their last purchase prices but when it has been falling even lower than their most tecent buys, it was going to implode. Sorry guy. MSTR is insolvent. It has ran out of funds. First sign of this was when they had to sell off a very small number of bitcoin last month. A
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06-26 01:52
Dollar Index (DXY) Elliott Wave Forecast: Bullish Sequence Calls for Extended Gains
The Dollar Index (DXY) maintains an incomplete bullish sequence from the January 27, 2026 low, supporting expectations for further upside. The projected target lies within the 100%–161.8% Fibonacci extension range, measured from that low, pointing toward 102.7–106.0. This zone provides a clear technical framework for anticipating continued strength. From a short‑term perspective, the rally that began on May 29 is unfolding as a five‑wave impulsive Elliott Wave structure. Within this advance, wave ((i)) concluded at 100.31, followed by a corrective pullback in wave ((ii)) that ended at 99.38. The subsequent progression has carried the Index higher in wave ((iii)), which itself forms a smaller degree impulse. From wave ((ii)), wave (i) terminated at 99.79, while wave (ii) retraced to 99.46.
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06-26 03:04
🚀🧠 $MU Micron’s AI Memory Supercycle Just Sent a Signal Beyond Semiconductors 🧠🚀
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ I believe Micron’s blockbuster earnings were not just a company-specific event. They may have delivered the catalyst Wall Street was waiting for to reignite the broader AI trade and potentially push the Nasdaq 100 back towards fresh all-time highs. Fundstrat believes Micron’s results could “jump-start” the next $QQQ rally after the index successfully defended critical technical support. Technical roadmap from Mark Newton CMT: 🟢 $QQQ held key support near $704 🟢 A breakout above $720 targets $734 🟢 A move above $743 could open the path towards $763 and then $785 Micron did not simp
TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @koolgal @Shyon @SherniceXuan 2000
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06-26 06:03
Apple Weighed on the Index. Micron Reignited AI. Today's Market Was Pricing Two Completely Different Futures.
At first glance, today's session looked uneventful. $美光科技(MU)$ $苹果(AAPL)$ $纳指100ETF(QQQ)$ $标普500ETF(SPY)$ $闪迪(SNDK)$ The S&P 500 finished nearly flat, suggesting the market was simply consolidating after recent volatility. But beneath the surface, something much more important happened. The market wasn't selling technology. It was repricing different types of technology. During the trading session, Apple became one of the biggest drags on the major indices. Concerns over higher product pricing and its potential impact on consumer demand pressured the stock. Given Apple's enormou
590
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06-26 08:47
Arbitrage via Agentic AI: Trading the SaaS Structural Pivot
The "AI eating software" panic stems from market fears that advanced AI agents (like Claude Cowork) can perform routine software tasks autonomously. This threatens the traditional per-seat subscription (SaaS) business model, triggering sector-wide stock sell-offs and debates about the future of tech jobs. The thesis is exactly what is driving the volatility across the technology and enterprise software sectors in mid-2026. The recent single-day 5% drop in $Alphabet(GOOGL)$ — which extended a bruising multi-day selloff alongside a broader pullback in AI software names—stems from a mix of severe AI talent departures, anxiety over ballooning $180B+ infrastructure capital expenditures, and deep fundamental debates over the disruption of the Software-
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06-26 09:48
PCT: Should You Invest In MU v1.0 : PCT = Pandas Coffee Talk. Whether you should invest in Micron Technology (MU) depends on your appetite for cyclical volatility and your belief in the sustained Artificial Intelligence (AI) memory boom. The stock is highly polarizing: Wall Street is overwhelmingly bullish due to AI demand, while some investors warn of historical cyclicality and a massive recent price run-up. The Bull Case (Why Investors Like MU) AI Tailwinds: Micron is a crucial player in AI infrastructure, supplying high-bandwidth memory (HBM) and DRAM, which are major bottlenecks for computing capacity. Earnings Blowouts: Micron has been posting record-shattering revenue and gross margin guidance, driven by tight memory supply and soaring pricing power. Strong Leadership: The CEO has a
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06-26 10:22
I got 22 squares, and H1 2026 has been a real investing roller coaster. I bought AI stocks, bought the dip, held through corrections, averaged down, and made some winning trades. At the same time, I sold too early, missed a few big rallies, and learned some valuable lessons along the way. I'm glad I stayed disciplined. I kept following $NVIDIA(NVDA)$ , watched the $SpaceX(SPCX)$ story closely, checked my portfolio regularly, waited for better entry points, and switched part of my portfolio to cash when market risks increased. Taking profits early also helped me protect my gains. Overall, H1 reminded me that successful investing is about consistency, risk management, and continuous learning. Every tick o
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06-26 10:57
Long post, but some thoughts on what happened in the market today… Today was a particularly weird storm of price action because the logic going into the open was as follows: - $MU crushed, saved the AI trade - AI stocks should go higher due to MU proving its not cyclical, this should help the broader market get a lift Instead, what we got right before the open… - $AAPL announces massive price hikes and effectively uses MU earnings to be like, “See! It’s not us, but if memory gets 86% margins, then we have to raise prices!” - This happens right after the hottest PCE in 3 years is reported, even with oil (the biggest proponent of inflation the past few months) still coming down - Microsoft then joins the party and raises prices across all XBOX products, once again citing memory costs Market
TOPNgl AAPL and Microsoft passing memory costs through this fast is ugly. I’m still in both, but where does FCF pressure ease first?
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06-26 10:57
WHAT HAPPEN TO THE SELL OFF
Long post, but some thoughts on what happened in the market today… Today was a particularly weird storm of price action because the logic going into the open was as follows: - $MU crushed, saved the AI trade - AI stocks should go higher due to MU proving its not cyclical, this should help the broader market get a lift Instead, what we got right before the open… - $AAPL announces massive price hikes and effectively uses MU earnings to be like, “See! It’s not us, but if memory gets 86% margins, then we have to raise prices!” - This happens right after the hottest PCE in 3 years is reported, even with oil (the biggest proponent of inflation the past few months) still coming down - Microsoft then joins the party and raises prices across all XBOX products, once again citing memory costs Market
TOPAAPL and Microsoft pushing hikes right into hot inflation prints was rough. I hold both and today felt like getting hit twice lol
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06-26 11:52
⚡ Stock Pick: Aptiv (APTV)
Everyone talks about Tesla.$Tesla Motors(TSLA)$ Everyone watches BYD. $BYD COMPANY(01211)$ But very few investors are looking at the companies supplying the technology that every modern vehicle needs. That's where Aptiv stands out. $Aptiv PLC(APTV)$ Aptiv isn't an EV manufacturer—it's the company helping build the electrical architecture, software, sensors, and connectivity that power the next generation of vehicles. As cars become more connected, autonomous, and software-defined, they require significantly more electronics than traditional vehicles. Whether it's an EV or a combustion vehicle, the trend is the same: more
TOPAptiv is the picks-and-shovels angle I actually like here. If ADAS content per car keeps rising, APTV has real leverage. Bear case is automaker pricing pressure though?
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06-26 14:08
SGX Daily Top Movers (26-6-2026): D05, C6L, U11, Z74, AWX, O39, C38U, S63, G13 & S68 lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $SIA(C6L.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $AEM SGD(AWX.SI)$ $OCBC Bank(O39.SI)$ $CapLand IntCom T(C38U.SI)$ $ST Engineering(S63.SI)$ $Genting Sing(G13.SI)$ $SGX(S68.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $SIA(C6L.SI)$
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06-25 19:04
Why Qualcomm’s AI Comeback May Be Bigger Than Smartphones
$Qualcomm(QCOM)$ has spent years being treated as a smartphone stock. When handset demand was strong, investors liked it. When handset demand slowed, investors punished it. That was the old Qualcomm story. But today, the market is starting to ask a different question: What if Qualcomm is no longer just a smartphone chip company? After its latest investor update, Qualcomm is trying to convince Wall Street that its next major growth engine will come from AI data centers, custom chips, edge AI, automotive, and non-handset markets. The stock jumped after the company forecast $15 billion in data-center chip revenue by 2029. That number matters because it changes the way investors think about Qualcomm. For years, the main criticism was simple: Qualcomm
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06-25
【06.15-06.21】🏆 Weekly Review | Made 95.8% without picking a side? Here's how range-bound trading works 👇
Elite Board: High-leverage short-term strategies, returns from high-frequency trading & volatility arbitrage. Prestige Board: Medium-term positioning, returns from directional selection & fundamental filtering. Weekly macro review, then strategy breakdown—what's replicable, what's luck? I. U.S. Stocks 📈: Mega-IPO & Hawkish Repricing Markets diverged—Nasdaq & S&P lagged, tech volatile: Mega-IPO resets anchors：SpaceX listed at 100x+ valuation, shifting capital from narrative to cash flow. Open AI, Anthropic IPO expectations reinforce winner-take-most, squeezing mid-tier growth names. Warsh's hawkish debut：dropped forward guidance & dot plot, signaling data-dependent tightening; markets sold off. Geopolitical détente： US-Iran ceasefire MOU cut oil, easing inflation fe
TOPNice Sharing 😁 @Barcode @JC888 @Aqa @DiAngel @Shyon @koolgal @SherniceXuan 2000
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06-26 14:20
All that glitters still GOLD ? GDXJ the Answer?
Gold is still wearing the crown. (period !) However, the market has just been taught a lesson and reminded (everyone) that even a runaway bull can stumble hard. On Wed, 24 Jun 2026, Spot gold prices were sharply lower after the close on Wednesday, as (a) a firmer US dollar, (b) aggressive post-Fed’s interest rate repricing and (c) easing oil-supply fears outweighed residual haven demand tied to the US-Iran situation. Spot gold plummeted more than -3% during the day, struggling to hold the psychologically significant $4,000 mark and trading around $3,980.20 per ounce (with spot gold settling near $3,998.00 at the time of Kitco post composition). (see below) The broad selloff pushed gold futures to their lowest level since November 2025, mirroring broader weakness across other (i) rate-sensi
TOPNice Sharing 😁 @DiAngel @Aqa @Barcode @Shyon @koolgal @SherniceXuan 2000
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06-26 12:21
$NFLX's Greatest Lesson: Demand Creates Pricing Power
I didn't understand $Netflix(NFLX)$ 10 years ago, but I learned lessons from that mistake. 1. Users > Profits: In a digital business, it's critical to reach scale. Profits don't matter on the path to scale. 2. Delay Taking Price: Margins are low? Who cares! See #1. 3. Suppliers eventually have to bend the knee to the one who owns demand. You don't say, "I'm going to watch Sony's K-Pop tonight." You say, "I'm going to watch Netflix." Demand matters above all else. Owning the customer is the ultimate goal. The companies we CHOOSE to interact with are the ultimate winners on the market. When you see a person/group very bullish on a stock, it's easy to brush it off as a "meme" or "crazy". It's more profitable to ask yourself why they might be right
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06-26 12:33
$MU: Explosive Revenue & EPS Revisions Fuel AI Memory Bull Case, Can It Challenge $NVDA?
$Micron Technology(MU)$ 's AI-driven growth story continues to accelerate as analysts dramatically raise long-term revenue and earnings forecasts. Backed by 13 consecutive quarterly beats and surging HBM memory demand, Wall Street is becoming increasingly bullish on the company's outlook. 1.$MU Growth of Revenue Estimates 2025: $28.6B ➡️ $37.2B 2026: $44.8B ➡️ $114.2B 2027: $52.9B ➡️ $196.6B 2027 revenue expectations have grown by 272% in 12 months. Insane. 2.$MU Growth of EPS Estimates 2025: $5.47 ➡️ $8.09 2026: $12.53 ➡️ $61.73 2027: $14.81 ➡️ $121.77 2027 EPS expectations have grown by 722% in 12 months. Insane. 3.$MU has beaten revenue and EPS estimates for 13 consecutive quarters! Q3 2025 Beat: 1.4% and 5.9% Q4 2025 Beat: 5.9% and 20.6% Q1 2026
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06-26 12:48
The World’s Most Cautious Investor Just Described Your SGX Portfolio 🦖
The World’s Most Cautious Investor Just Described Your SGX Portfolio 🦖 Everyone is staring at US tech charts and arguing about whether the AI boom is a once-in-a-generation opportunity or a classic bubble. What almost no one talks about is that Jeremy Grantham, the same guy who called the dot-com crash and 2008, is now telling global investors to get out of crowded US tech and into income assets outside America, while you already sit on a guaranteed CPF anchor most of them would kill for. The “boring” SGX income portfolio you feel embarrassed about is almost exactly what one of the world’s most cautious investors just described on a global stage. For a Singapore investor trying to protect CPF and SRS, the tension is simple, every extra dollar you push out of your 4 percent CPF floor into e