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07-08 12:00
Gold & Silver DLCs in Focus as Precious Metals Slide on Inflation Woes; 10 New DLCs Listed
Gold and Silver fell 1.2% and 2.9% respectively yesterday, as renewed US-Iran tensions around the Strait of Hormuz lifted oil prices and revived inflation concerns. Tracking the underlying commodities, $SPDR Gold ETF(GLD)$ and $iShares Silver Trust(SLV)$ declined by 1.2% and 2.9% respectively. Amplifying the move, the GLD 5x Short DLC rose about 6%, while the GLD 5x Long DLC fell by a similar magnitude. Meanwhile, the SLV 3x Short DLC rose 8.8%, while the SLV 3x Long DLC sank a similar magnitude. Gold is currently hovering near the key US$4,100 support level; A break below could signal further downside, while a move above the US$4,130 resistance zone may improve the near-term outlook. Silver on the other ha
442
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07-08 13:11
AI’s Next Test: Is This a Peak… or Just a Pause?
"I’m still computing." Short-term volatility doesn’t change the long-term AI thesis. $Micron Solutions, Inc.(MICR)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Memory stocks have been one of the biggest beneficiaries of the AI infrastructure buildout, so a pullback after strong gains is not surprising. The market often tests conviction when expectations become extremely high. The key question isn’t whether demand has peaked — it’s whether AI adoption is still accelerating. As data centres, advanced computing, and AI models continue to scale, memory remains a critical piece of the foundation. A healthy market doesn’t move in a straight line. Sometimes the strongest companies face the biggest short-term correct
161
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07-08 13:13
All Three Banks at All-Time Highs, Is It Still Safe to Buy? 🦖
All Three Banks at All-Time Highs, Is It Still Safe to Buy? 🦖 Everyone is cheering that DBS, OCBC and UOB are at record highs, but the part your broker is not talking about is that the three banks are now three very different stories for your retirement money. DBS just crossed a line this week, not because the business weakened, but because the same dividend now buys you less income at today’s price. OCBC looks like the safest name on paper, yet its income case is weaker than many investors realise, and UOB is quietly getting more expensive on a yield that was already thin. 📺 YouTube: https://youtu.be/w63SochfWk0 📩 Substack: https://investingiguana.com/p/all-three-banks-at-all-time-highs
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07-08 13:14
All Three Banks at All-Time Highs, Is It Still Safe to Buy? 🦖
All Three Banks at All-Time Highs, Is It Still Safe to Buy? 🦖 Everyone is cheering that DBS, OCBC and UOB are at record highs, but the part your broker is not talking about is that the three banks are now three very different stories for your retirement money. DBS just crossed a line this week, not because the business weakened, but because the same dividend now buys you less income at today’s price. OCBC looks like the safest name on paper, yet its income case is weaker than many investors realise, and UOB is quietly getting more expensive on a yield that was already thin. 📺 YouTube: https://youtu.be/w63SochfWk0 📩 Substack: https://investingiguana.com/p/all-three-banks-at-all-time-highs
209
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07-08 13:24
The $600 Question: Is Circle's Stablecoin Moat Cracking or Simply Being Stress-Tested?
Every so often the market serves up a stock that resembles a Rorschach test. Some investors see tomorrow's financial infrastructure. Others see an overvalued middleman living on borrowed time. Right now, Circle Internet is that stock. Every moat begins as someone else's commodity The latest catalyst was dramatic. Reports that Visa, Mastercard, Stripe, BlackRock and Coinbase are backing the rival Open USD stablecoin knocked more than 17% off Circle's share price in a single session. Yet the analyst reaction was almost surreal. Compass Point cut its price target to US$55, while William Blair maintained a remarkable US$650 valuation, arguing the market had overreacted to competitive fears. When respected analysts looking at exactly the same company disagree by almost 1,100%, the real debate i
556
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07-08 01:23
Is the Market Rotation Away From Tech Creating an Opportunity? 🤔📈
Technology stocks have dominated market conversations for years. Artificial intelligence, semiconductors, cloud computing and the largest technology companies have attracted enormous attention and capital. 🤖💻 But markets rarely move in one direction forever. When leadership begins to broaden and money starts flowing into other parts of the market, it raises an interesting question: is this simply a temporary rotation, or are new opportunities beginning to emerge beyond tech? 👀 Looking Beyond the Biggest Winners 🔎 The strength of the technology sector has been difficult to ignore. AI enthusiasm and strong earnings growth have helped push some technology companies to remarkable valuations. That does not necessarily mean the technology story is over. However, I think there is a difference bet
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07-08 13:26
Market Rotation: Balancing Defensive Value and the Semiconductor Correction
The action on July 7, 2026, perfectly encapsulates the "tug-of-war" investors are facing. The combination of skyrocketing energy costs due to Middle East flares and a 4.7% shellacking in the PHLX Semiconductor Index has forced a major tactical rethink. Navigating the rotation into defensive value while managing tech exposure requires a structured approach. 1. Playing the Sector Rotation The move into Health Care, Utilities, and Financials is a rational response to macro pressures. $Health Care Select Sector SPDR Fund(XLV)$ $Utilities Select Sector SPDR Fund(XLU)$ $Financial Select Sector SPDR Fund(XLF)$ The Energy/Inflation Multiplier: With U.S. crude spiking back o
TOP1PC: Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @SherniceXuan 2000
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07-07
Iwas in doubt that i keep buying when you dip further . Now you are flying like big boss $Tenable Holdings Inc.(TENB)$
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07-07 22:44
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Let's face the storm together and keep calm.
TOPIn the same boat w you . Be calm , steady and soon storm will be over .
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07-07 23:07
$DBS(D05.SI)$ thanks god it's dbs
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07-08 06:48
$NVIDIA(NVDA)$ holding despite the news
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07-08 10:00
$DBS(D05.SI)$ Singapore bank stocks [Miser]
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07-08 12:00
$Tesla Motors(TSLA)$ has been moving sideways for the past few months. The most profitable strategy is to sell options to collect premium. I do believe however that July will be a bullish month for the market and tsla will break out of $450 resistance. What is your price target for tsla?
TOP450 feels too conservative, I’ve been holding Tesla a long while. If it breaks, 500 first no?
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07-08 12:15
$OCBC Bank(O39.SI)$
TOPThat S$260 mini-lot change is huge. OCBC fee income pivot is why I’m still bullish
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07-07 19:21
Strong Dollar Returns: After Booking the Straddle Win,Why Treasuries Deserve Our Focus
A recent string of mismatches between macro data and capital flows has revealed a new direction for the rotation across global asset classes. After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t
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07-08 07:40
$AZO & $ORLY Show Why Quality Always Wins
Over the last few years, $AutoZone(AZO)$ and $O'Reilly(ORLY)$ have always consistently appeared fairly high up on my screens. It’s not a sector I would personally invest in, but their levels of compounding have been impressive. Here’s my framework for determining whether a company is investable: 1. Financials - I look for consistently high returns on capital, high FCFps growth, margin expansion, and affordable debt. 2. Qualitative - Here I look for high market share, a mission critical product, a business not overly reliant on raw materials and expensive to maintain physical assets. 3. Valuation - I infer how much growth the market is pricing in, I then analyse whether that’s realistic or not. Most investo
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07-08 07:33
$AVGO: The Hidden AI Giant in Trump's Portfolio
President Trump pumps $Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ everyday. He owns up to $25M of this AI company and never once talked about it. No one knows what this stock is except me: President Trump invested millions in this company, but has never mentioned it: $Broadcom(AVGO)$ His financial disclosure shows Broadcom held across multiple accounts, with one position sitting in the $5,000,001–$25,000,000 bracket. That's larger than his disclosed $Palantir Technologies Inc.(PLTR)$ or $Oracle(ORCL)$ stakes the
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07-08 07:28
trong Trends, Better Entries: $HIMS, $ONDS & $NVDA
Not every bullish stock is an immediate buy. While the long-term outlook remains constructive for several market leaders, the best opportunities often come from waiting for better entries rather than chasing momentum. Today's chart update looks at $HIMS, $ONDS, and $NVDA—three stocks with bullish long-term trends, but very different short-term setups that highlight the importance of patience, risk-reward, and disciplined execution. 1. $Hims & Hers Health Inc.(HIMS)$ $HIMS long term bull cycle is activated and I think this can go on a massive rally over the next year. That said, I’m still sitting out for now. Waiting for one more short term pullback before I start a position. 2. $Ondas Holdings Inc.(ONDS)$
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07-08 07:24
Intel Nears a Critical Make-or-Break Level, Faces a Key Technical Test Below $100
$Intel(INTC)$ late stage bull cycle is still intact, but if this volume support breaks and $100 is lost, things can get ugly fast. Big volume and a clear gap below. I would not look to short this, but I also would not be a buyer this late in the bull cycle. I wouldn’t short $INTC in a Bull Cycle, but I also wouldn’t be buying. Price is trading above the 2x deviation band, so it is extended and at a strong premium. Weekly DON BX rolled over last week, which tells you broad buying pressure is fading. Good spot to take some profits off the table, not to start new longs.
994
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07-08 07:21
Market Watch: $BBY Builds, $WULF Fades, $XLF Holds
Markets continue to rotate beneath the surface, and not every stock is sending the same message. Some charts are quietly building bullish structures, others are reminding traders why discipline matters more than headlines. Here are three setups worth watching right now. 1. $Best Buy(BBY)$ Forming a new ascending triangle that could present an opportunity to average into a position, while relative strength continues to hold up well. 2. $TeraWulf Inc.(WULF)$ Even with news of a reported $19B Anthropic deal for a company with a $10B market cap, price action still says the same thing: stay out during the first 30 minutes. $WULF ended up in day low close. News can drive excitement, but disciplined execution sho