$Coinbase Global, Inc.(COIN)$ My HODL : Not financial advice and Trend: Strong bullish momentum with healthy pullbacks. Base L2 and ETF tailwinds support continuation if crypto sentiment holds. Drivers: ⢠High trading volume during BTC ETF hype ⢠USDC float income + partnership with Circle ⢠Growth of Coinbase Custody + Base L2 Intrinsic Value View (DCF-style): If Coinbase sustains $4B in revenue with ~20% net margins and 20% YoY growth, fair value range = $220ā280/share depending on discount rate. Currently fairly valued to slightly overvalued. Conclusion: Coinbase is no longer just a trading platform. Itās becoming Web3ās infrastructure backbone, with scalable revenue beyond fees. If you believe in the futu
$Figma(FIG)$ š IPO Overview ⢠Figma priced its debut at USāÆ$33/share on July 30, 2025, offering a total of ~36.94āÆmillion shares, raising around USāÆ$1.2āÆbillion. ⢠It began trading under the ticker FIG on the NYSE on July 31, ⢠In its first trading session, shares surged over 200ā250%, reaching above USāÆ$115ā$117, driven by high demand and repricing of valuation, giving a market cap >āÆUSāÆ$57ā68āÆbillion at close. Fundamental & Prospectus Highlights ⢠Revenue: USāÆ$749āÆmillion in FYāÆ2024, up ~48% YoY; Q1 2025 revenue of USāÆ$228āÆmillion, +46% YoY. ⢠Profitability: Net loss in 2024 of USāÆ$732āÆmillion (mostly from stock-based comp) turning to a net income of USāÆ$44.9āÆmillion in Q1 2025. ⢠Margins: Very strong, with gross margin ~
I am long on $Coinbase Global, Inc.(COIN)$ who invested in Stablecoin USDC $Circle Energy, Inc.(CRCE)$ and that helps when $BlackRock(BLK)$ and a few major players are shareholders too. We donāt know what we donāt as retail investors. But we know how to position. And not financial advice Inam hoping for more correction as I think Stablecoin will open up a whole load of opportunities. And they are not just denominations they are blockchain and track able transactions essential for tokenization. Itās early days but itās starting and crypto will move into new frontier. Letās see where this brings us to. š«”š
$Coinbase Global, Inc.(COIN)$ $Circle Internet Corp.(CRCL)$ š Bitcoin, Coinbase & Circle: A Multi-Lens QUICK Look at then in current context As digital assets continue to gain global traction, Bitcoin, Coinbase, and Circle have emerged as key pillars of the crypto-fintech ecosystem. Whether youāre an investor, builder, or curious observer, understanding these three from multiple lensesāfundamental, š Quick Look/ Analysis ⢠Bitcoin may not generate cash flows, but its scarcity and trustless nature offer asymmetric long-term optionality. ⢠Coinbase acts as a toll booth for cryptoās growth, monetizing via both retail and institutional flows.
$Robinhood(HOOD)$ š Robinhood: The Retail Revolution Continues, But Is It Still a Buy? i am too assessing if Robinhood is a buy, but I do hold Tiger stock myself. Albeit tokenized, why not fractional stocks on Tiger. PS: Do your own research and Not financial advice. Quick Conclusion, price is a hit steep for me now. No quick opportunity. Long term plays I have too many. Detail analysis here it is; Robinhood (HOOD) has staged a massive rally in 2025, driven by surging revenues, profitability, and expansion into tokenized stocks. But is this fintech disruptor still a good investment at current prices? Letās break it down across fundamentals, valuation, technicals, and innovation. š Fundamentals & Valuation Robinhoo
$XIAOMI-W(01810)$ š Xiaomi Rallies on Triple Launch: YU7 SUV, MIX FlipāÆ2 & AI Glasses Xiaomi (HK:āÆ1810) surged ~8.5% as it unveiled three flagship products: the YU7 SUV (from Ā„253,500), the clamshell foldable MIX FlipāÆ2 (from Ā„5,999), and AI smart glasses (from Ā„1,999). Early indicators show robust demandāover 200,000 orders for YU7 within minutes and preāorders for MIX FlipāÆ2 climbing fast ļæ¼. š Fundamental & Growth Outlook YU7, challenging Teslaās ModelāÆY, targets Chinaās booming NEV market and supports Xiaomiās ecosystem ambition (phones ā homes ā cars). MIX FlipāÆ2 showcases tech maturity: Qualcomm SnapdragonāÆ8āÆElite, dualāLeica 50āÆMP cameras, massive 5,165āÆmAh battery, IPX8 water resistance, and a
$XIAOMI-W(01810)$ š Xiaomi Stock Soars 8% After YU7 EV Launch ā Whatās Next for Investors? Xiaomi (HK: 1810) surged 8% in Hong Kong after launching its new electric SUV, the YU7, priced 4% below Teslaās Model Y. Within 3 minutes of launch, Xiaomi recorded over 200,000 orders ā a stunning signal of strong consumer interest and market potential. Fundamentally, Xiaomi is transitioning from a mobile-device-centric company to a diversified tech ecosystem player ā now encompassing IoT, smart homes, and EVs. Revenue growth in Q1 2025 rebounded thanks to recovering smartphone sales and IoT devices. The EV push could unlock a new long-term revenue pillar, especially in Chinaās growing NEV market. From a value investin
$XIAOMI-W(01810)$ Xiaomi to the Moon! š I have been hodling Xiaomi in a small way since they announced they launching EV. Did not disappoint!!! DCA via some options and also convert the earnings into more shares. Regret selling the 600 shares. But can't be greedy. It's all probability. So here is my take .... they have a cost efficient and effective moat. They are like the ikea of White Goods or everything that is electronic. Let's see how far they are go. ššš Xiaomiās Q1 2025 financial results showcase a remarkable 47.4% year-over-year revenue growth, totaling 111.3 billion yuan ($15.48 billion), surpassing analyst expectations of 107.6 billion yuan. The companyās adjusted net profit also saw a signifi
$XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Sold 1 option to take some profit. š Broke even already and now taking profit as the price steps up. Hope after 22nd May new heights and will sell further to take profits for this option. š Xiaomi Accelerates Momentum with Chip Innovation, EV Sales Surge, and YU7 SUV š Xiaomi (HKG: 1810) is making significant strides in 2025, reinforcing its position in both the semiconductor and electric vehicle (EV) sectors. The companyās upcoming chip launch, notable increase in vehicle registrations, and the debut of a new SUV model underscore its commitment to technological advancement and marke
$SUPER MICRO COMPUTER INC(SMCI)$ Why Iām Holding Super Micro Computer Inc. (SMCI) 1. Strategic Catalyst: $20B Deal with DataVolt The recently announced $20 billion partnership between Supermicro and DataVolt, a Saudi Arabia-based hyperscale data center company, is a game-changing catalyst. This deal positions Supermicro as a key player in the global AI infrastructure race, with accelerated deployments of ultra-dense GPU platforms in both the U.S. and Saudi Arabia. This partnership is not only about revenueāitās about strategic alignment with sovereign digital transformation agendas, giving SMCI a first-mover advantage in hyperscale AI infrastructure, especially in Middle East megaprojects. Premarket reaction:
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ Why Iām Still Holding My China Tech Stocks: BABA, Baidu, Trip.com & Tencent (WeChat) Last September, we saw a temporary spike in Chinese tech stocksāAlibaba (BABA), Baidu, Trip.com, and Tencentādriven by speculation around government stimulus. But valuations remain compelling: ⢠Alibaba (BABA): PE ~9x, still priced like a value stock despite strong cloud and international growth. ⢠Baidu: PE ~12x, with AI and autonomous driving as long-term catalysts. ⢠Trip.com: PE ~17x, benefiting from the travel rebound and increasing outbound tourism. ⢠Tencent (WeChat): PE ~15x (adjusted), with stable earnings and dominance in social, gaming, and fintech. The recent eco
$SMCI 20260116 184.0 CALL$ Out for the few options I managed to snag this tmr. While I am not convince it will reach this levels. This option pricing is worth a shot for the some good performance still. Let's see. #SMCI #Supermicro #nvda #aichip #option
$STANCHART(02888)$ I DCA some into this small holding I am currently holding. Standard Chartered is only at 8+ PE and going strong as they doing well with a well diverse portfolio and business engagements. With Trust bank, the JV w NTUC they are also the fourth biggest bank in Singapore. And it's only a digital bank with no retail space and cost. So I personally support this. Note: Not financial advice and DYOR ššš
$Tesla Motors(TSLA)$ Do becareful as well guys. While the market seems like it has pivoted. We have to be wary. 𫄠Might be a proper relieve rally. So take profit as deem fit. Nothing wrong with it. I sold another one too⦠yesterday before the announcement coz judging from technicals + company fundaments + competition + macro + consumers sentiments The trajectory will be limited in the next 12 months. Just like Palantir. In terms of probability the chance of 2x the % compare to others is not that high. #tesla #byd #ev #xiaomi
$Palantir Technologies Inc.(PLTR)$ With current market and over 100PE is a bit high. While I don't regret not selling earlier. At this point in time. It's better to reposition for other holdings. I am good to take profit now and there is always time for future entries. Current market too unstable for anything over 100PE to sustain the pricing. Till next..., #palantir #trade
When someone seems and upfront and doing crazy things. They are doing it cover up other actions that will seem and go unnoticed. Much like a magic show. He is doing these damages for a reason. And as a business man and capitalist who knows the agenda he has. Will not wanna speculate but we need to assess the motivate, the direction and the underlying gains for who. As the saying goesā¦. Follow the money. The fact that his family can run companies that is directly related to his actions is a little concerning. Besides BAU as a business. No new business should be ventured or entered into as a president. It should be sacrificial and an act of contribution to country anti corruption and also eliminate conflict of interests #tigertrade
$Tiger Brokers(TIGR)$ Stay safe and avoid liquidation. Trade on low and zero leverage during this flunctuations and uncertain times. Market usually already uncertain and it just magnified many folds with these tyrant acts of taxes. Itās a case of āall inā, calling bluffs and poker hands. š Letās see how it unfolds. Of coz those w liquidity can always capitalise on value in the market. Where there is. ššš