The next in line for the $4 trillion club is most certainly one of the Magnificent Seven, given their scale, capital, and AI strategies. Among them, I favor Alphabet and Apple. Alphabet has deep AI roots, while Apple benefits from a strong ecosystem and brand loyalty. Whichever company is next to hit $4 trillion, it’s an exciting development for investors.
TSMC delivered an outstanding earnings beat This is thanks to AI-driven demand. It is on a strong rally now, so it will be normal to have a mini pull back or consolidation. That said, AI chip demand is still accelerating, so there's still a lot of optimism for the rest of 2025.
$Tiger Brokers(TIGR)$ There he goes again… Who doesn’t love holidays? I know I do! It’s the perfect time to sleep in, relax, and enjoy moments with your loved ones.
$Circle Internet Corp.(CRCL)$ Stablecoin adoption is clearly on an uptrend, and I personally see huge potential in this space. While it’s still some distance from becoming a true mainstream payment method, the trajectory is promising. Of course, risks remain — particularly with global regulatory frameworks for stablecoins still evolving. That said, USDC by Circle stands out as one of the most transparent and regulated stablecoins in the market. I’m keeping a close eye on its stock and waiting for a better entry — ideally in the $160–$170 range. If it dips below $160, that would obviously be an even sweeter spot.
May’s CPI came in lower than expected, suggesting that inflation is increasingly under control—for now. Hopefully Fed begins cutting rates as early as Sept, t would likely provide further support for the stock market. That said, risks remain. Tariffs, ongoing geopolitical tensions, and the possibility of slower corporate earnings growth could still weigh on market sentiment. We still have to stay alert. Still, I lean toward the optimistic side. With inflation cooling, and strong momentum from AI and tech sectors, I believe the S&P 500 has the potential to climb above the 6,000 mark this year.
$Tesla Motors(TSLA)$ In politics and business, there are no permanent friends or enemies, so yes, there’s always a chance that they will reconcile. I'm more keen in the launch of Robotaxi, to see how impressive it is. Short term, this news is definitely a catalyst for Tesla. It all depends on the launch, whether it's enough to keep investors excited or will there be a "sell the news" reaction.
I believe Nvidia will go higher, it's only a matter of time. Sentiments are bullish now, and expansion into Saudi Arabia is a plus. Trump may cause issues, but AI will only gain momentum, so as a whole and in the long run, Nvidia will get there.
Political factors may impact stocks, but usually only in the short run. Ultimately it's back to the business fundamentals of the companies we invest, likewise for DJT.
I’ve always enjoyed watching swimming competitions, but sadly I won’t be watching the swimming world cup in person this round. I’m not a strong swimmer, but I hike regularly. I think it’s important to exercise regularly, afterall I want to be active and independent as I age.
Instead of trading the election results, I would rather trade by choosing good companies with strong fundamentals. In the long term, I believe it will be fundamentals, earnings, economic trends that matter more, than election results.
$NVIDIA Corp(NVDA)$ The AI boom is real, and this trend will last for at least several more years. So in the long run, I'm definitely bullish about NVDA
$Tiger Brokers(TIGR)$ Of cos it's to make money, still it's normal to have losses. The art is to have more wins than losses. In the long run, it's still time in the market that I believe more vs. timing the market.
My first Quarter in 2024 is slightly better than last year’s first Quarter. So that’s a good thing. Still I’m lagging behind my original plan, so i did not make more than expected. So far I’ve learned to be more patient this year whether as an investor or trader. I’m looking forward to my portfolio progress for the rest of the year.