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07-10 14:09
Why PEP Fell After Beating Earnings
$Pepsi(PEP)$ beat earnings. But the stock still fell. That tells us something important about today’s market: Investors are no longer rewarding “good enough” numbers. They want clean growth. PepsiCo reported stronger-than-expected revenue, helped by international demand. But the problem is North America. Its food business in North America declined. Consumers are becoming more price-sensitive. Higher fuel costs are hurting impulse purchases. And even price cuts on brands like Lay’s and Doritos were not enough to fully restore momentum. That is the real issue. PepsiCo is not collapsing. But the market is questioning whether the company still has the same pricing power it enjoyed during the inflation boom. During the last few years, consumer staples c
TOPMorganHope: I compared North America food vs beverage margins too — snacks softening is the bigger tell. Feels more like pricing power fade than a dip buy
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07-10 15:23
SpaceX, SNDK & the S&P 500: 5 Charts Raising Eyebrows
Today's market is sending a mix of bullish opportunities and cautionary warnings. From Morgan Stanley's bullish outlook on SpaceX to extreme optimism in the S&P 500 options market, alongside notable weakness in Costco and Pepsi, these five charts highlight where investors should be paying close attention next. 1. $SpaceX(SPCX)$ SpaceX will double from today's prices, forecasts Morgan Stanley, which just gave $SPCX a $300 price target 🚨 For magnified exposure, consider the Tradr 2X Long SpaceX Daily ETF $Tradr 2X Long SpaceX Daily ETF(SPCM)$ 2. $SanDisk Corp.(SNDK)$ Sandisk has plunged 18% from June's ATH, and while that might be a buy-the-dip opportunity for
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07-10 15:23
MiniMax Raises Another HK$16 Billion as Domestic Foundation Models Ignite a Financing Boom
MiniMax Secures HK$16 Billion in New Funding Round $MINIMAX-WP(00100)$ In early trading day, MiniMax completed a fresh financing round of HK$16 billion. The transaction attracted a broad coalition of top-tier international sovereign wealth funds, long-only funds, leading Chinese institutional investors, and premier multi-strategy funds, with participation spanning Asia‑Pacific, Europe, and the U.S. markets. Among them were more than 20 long-only and sovereign investors, while a number of pre-IPO and cornerstone backers increased their stakes during this round. According to sources, the offering drew interest from over 100 institutions and achieved 7× oversubscription. The initial deal size was set at roughly US$1.8 billion, but st
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07-10 15:23
SK Hynix’s U.S. Listing: Why the AI Memory Chip Chain Is Back in Focus
$SK海力士(SKHY)$ $美光科技(MU)$ $闪迪(SNDK)$ SK Hynix raised about US$26.5bn in its Nasdaq ADR debut, putting the AI memory chip chain back in focus. The key point is not just another chip listing. It reflects investor demand for AI memory exposure. The AI trade is not only about GPUs. As model training, inference and data-center expansion continue, HBM, DRAM, NAND, server storage and semiconductor equipment are becoming more important. That is why investors are looking beyond GPU leaders toward names such as SK Hynix, Micron, SanDisk, Western Digital, Applied Materials, Lam Research and KLA. The caveat: memory remains cyclical. Long-term
TOPWhat time SK Hynix ADR share can be purchase?
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07-10 15:36
Forget IPOs, SK Hynix's Nasdaq Arrival Is 2026's Real AI Story
Today marks a significant moment for the AI trade. SK Hynix begins trading on the Nasdaq under $SK hynix(SKHY)$ . Many investors are calling it an IPO. Technically, it isn't. It's an ADR (American Depositary Receipt)—SK Hynix has been publicly traded in South Korea for decades. The Nasdaq listing simply gives U.S. investors easier access to one of the world's most important AI infrastructure companies. That distinction matters. Because this isn't about discovering a new company. It's about expanding access to one that already sits at the center of the AI supply chain. Why SK Hynix Matters So Much When investors talk about AI, most conversations revolve around Nvidia. But GPUs are only half of the story. Every Blackwell GPU depends on High Bandwidt
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07-10 16:00
From Hardware to Revenue: The Agentic AI Shift— July 28 Seminar
We are entering the AI monetisation phase, driven by Agentic AI. The AI opportunity is no longer limited to hardware companies. As AI monetisation accelerates, investors are likely to look beyond semiconductors toward cloud providers, AI model companies, and software firms that can turn AI usage into recurring revenue. Join us on 28 July (Tuesday) for an in-person seminar on Agentic AI Stocks. @Tiger_James Ooi
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07-10 16:11
Trading Stories: How to be the Winner in the Market?
Hello everyone! Today i want to share some investing stories and targets with you! Hope you can enjoy it! 1 Can AI answer the $3 trillion question? Three years ago, Sequoia partner David Cahn was one of the first people to do the math and put a number on the implications of Silicon Valley's titanic spend on AI infrastructure. In 2023, he was reacting to $NVIDIA(NVDA)$'s reported annual GPU revenue of $50 billion. Starting with that figure, and adding in the implied costs of operating the data centers and the margins for their operators, he deduced that $200 billion in revenue would be required to pay back the up-front investment. He took it as a challenge, asking entrepreneurs to come up with AI products and services to make use of
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07-10 15:04
Beyond SpaceX: 19 Space Stocks That Could Ride the Next Space Economy Boom 🚀
$SpaceX(SPCX)$ may be grabbing the headlines, but the next decade of the space economy won't be built by one company alone. From launch providers and satellite communications to photonics, quantum computing, AI infrastructure, and lunar exploration, an entire ecosystem is emerging around the commercialization of space. SPCX crashed right after its IPO to $147. It's going under $100 first before ripping $1,000+ These 19 SPACE stocks will explode too: 1. $Rocket Lab USA, Inc.(RKLB)$ ~$87 Small-launch and satellite manufacturing filling the gaps Falcon can't serve efficiently. 2. $Gilat Satellite Networks(GILT)$ ~$13 Satellite ground infrastructure scaling alongside
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07-10 15:17
META, AVGO & LUNR: Are These Bottoms Finally In?
Not every stock is in a confirmed bull market yet, but several high-quality names are showing early signs of stabilization. From long-term support holding firm to improving momentum indicators and fresh buy signals, META, AVGO, and LUNR are developing technical setups that investors may want to keep on their watchlist. 1. $Meta Platforms, Inc.(META)$ We’re not in a Bull Cycle yet, but $META held long term support once again Weekly DON Bx continues to rise Great sign of the bottom for long term investors at this point 2. $Broadcom(AVGO)$ $AVGO bottom looks in Testing Weekly 33FVB + Daily Don Bx rising 3. $Intuitive Machines(LUNR)$ If you trade or invest in $LUNR,
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07-10 15:08
The only 3 SPY set-ups every millionaire trader uses
The only 3 set-ups every millionaire trader uses: 1. First 5 min candle to break the downtrend $SPDR S&P 500 ETF Trust(SPY)$ 2. Breakout than pull back (retest) 3. The super easy double bottom entry 🔑Here's the playbook (the same for every set-up) 1. Always Use 5min candles confirmation before getting in. 2. Choose 1min, 2min OR 5min to get in and out. 3. Always wait for candle to close above or below key level before getting in. 4. Always wait for volume to come in before getting in. 5. The hardest part in trading is holding until your price target. Remember, this: The biggest money you'll ever make won't come from finding better setups. It will come from staying in the good ones. 6. Take only 1-2 trades a day maximum and review them deeply to
TOPThank you Michael, Being very new to trading one is always on the lookout for good advice!
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07-10 14:42
AI Is Becoming a Bond Market Story
For the past three years, the AI boom has been measured by soaring tech valuations. That framework is becoming outdated. The next phase of the AI cycle is unfolding in a different market—the credit market. The world's most profitable technology companies are no longer financing AI primarily through equity appreciation or free cash flow. They're issuing debt. Lots of it. $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $Oracle(ORCL)$ and $SpaceX(SPCX)$ have collectively sold $182 billion of investment-gra
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07-09
🚀 SanDisk ($SNDK) +6.8% — The Memory Supercycle Is Quietly Returning. Are We Still Early? 💾 SanDisk surged 6.8% today, and I don’t think this is just another random relief rally. After weeks of panic selling driven by supply concerns, the market is beginning to refocus on what actually matters: demand. 📈 The AI revolution isn’t slowing down—it is accelerating. Every new AI model, inference cluster, hyperscale data center, and enterprise deployment requires massive amounts of high-performance storage. GPUs may grab the headlines, but without NAND SSDs to store and feed the exploding volume of data, the AI ecosystem simply cannot scale. 💡 This is why I remain bullish on SanDisk. Unlike previous memory cycles driven mainly by consumer PCs and smartphones, this cycle has a much stronger struct
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07-10 14:00
GOLD: Which Way to Go?
Hello everyone! Today i want to share some macro analysis wtih you! 1. Upside Support (Geopolitical Safe-Haven Demand): As expected, renewed tensions in the Middle East (U.S. airstrikes against Iran triggering some retaliatory measures) continue to drive safe-haven buying in gold, firmly keeping the price above the $4,100/oz. psychological level. 2. Downward Pressure (Fed Rate Hike Repricing): However, the latest Fed meeting minutes reveal that policymakers are deeply concerned about high inflation. According to the CME Federal Funds Rate, the market’s probability of a rate hike in September has rebounded to around 63%. This has led to a short-term strengthening of the U.S. dollar, significantly capping gold’s upside potential; HSBC has also recently lowered its 2026 average gold price for
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07-09
$AMD 20260710 512.5 CALL$ I went ahead to swing it long this week! I'm out ! Thanks for the print Lisa love you 😍💰
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07-10 13:57
TRADE PLAN for Lotto Friday 🔥
$S&P 500(.SPX)$ strong breakout today above the 7500 level, SPX setting up for the all time high at 7621 by next week. Keep a close eye on 7621, once it gets through it'll set up for the next leg higher to 8000. $Micron Technology(MU)$ has started to build a new base above 900 this past 2 weeks. IF MU can get through 1000 tomorrow it can pop back up near 1040-1050 MU July 10 1050C is best above 1000 $Meta Platforms, Inc.(META)$ strong breakout above 600 today. META closed above the 628 resistance. We can see META Run to 650+ next. META July 10 640C is best above 630 tomorrow Good luck tmrw everyone!! 🫡
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07-09
$NVIDIA(NVDA)$ Long term holding with wheel strategy turned on.
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07-10
$Broadcom(AVGO)$
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07-10 07:29
$Apple(AAPL)$
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07-09
$PINS Flashes Bullish MACD, Eyes $24 Resistance
$Pinterest, Inc.(PINS)$ $Pinterest, Inc.(PINS) Edged +0.49%: AI Reboot Nears Pivot, $22.50 Key Level in Focus 📈 Latest Close Data 📊 Closed at $22.53 on 2026-07-09, up +0.49%. Currently trading ~43.5% below its 52-week high of $39.93. Core Market Drivers 🚀 The stock is consolidating after recent volatility driven by its strategic pivot to AI. Key catalysts include the company's plan to reallocate resources (including a 15% workforce reduction) towards AI initiatives and a major $4B cloud commitment with AWS through 2031 to support this growth. Technical Analysis 📉 Volume was solid at 14.09M shares (Volume Ratio: 1.33). The MACD shows a bullish crossover with DIF at 0.475 and DEA at 0.272, signaling positive momentum. The 6-day RSI a