YiSquared
YiSquared
Investor. Engineer. Mainly focused in tech. Personal view not financial advice.
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07-22 16:08
🔋Vulcan: Europe's Lithium Ace still Flying Under the Radar (ASX.VUL)🔋 $Tesla Motors(TSLA)$   $BYD Co., Ltd.(BYDDF)$  $iShares Global Energy ETF(IXC)$  $VANECK GLOBAL CLEAN ENERGY E(CLNE.AU)$  Vulcan $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ is a pioneering Australian-based company focused on producing Zero-Carbon Lithium™ - battery-grade lithium extracted from geothermal brine, powered entirely by geothermal energy. No evaporation ponds, no fossil fuels. It is just a closed loop, carbo-neutral process operating in Germany’s Upper Rhine Valley. &nbs
$NBIS 20250718 60.0 CALL$  $NEBIUS(NBIS)$ directly benefits from the rising demand of generative AI and the growing need for specialised GPU infrastructure. It recently sees a "Buy" rating from Goldman Sachs with a price target of US$68. Coupled with the US investment plan announced (check it out on my earlier post), this is a no-brainer trade. I locked in profit and resetting cheaper with another position. @DailyTradingInsights @Daily_Discussion @Tiger_SG @TigerStars
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market.  Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
🚀 DroneShield has reached a new all-time high, reflecting growing market recognition of its advanced counter-drone technology and expanding global footprint 🚀 $DRONESHIELD LTD(DRO.AU)$   $Vaneck Global Defence Etf(DFND.AU)$  The company's multi-sensor systems utilize sophisticated RF detection, AI-based threat classification, and adaptive jamming capabilities - positioning it as a leader in next-generation drone defense solutions. Its recent AU$61.6M European military defense contract and significant investments in manufacturing capacity demonstrate both robust demand and operational scalability. From an engineering perspective, DroneShield's integration of real-time signal processing
$Robinhood(HOOD)$   $Tiger Brokers(TIGR)$  $Robinhood(HOOD)$  's rapid rise - from zero-commission disruptor to a platform with over $23 million funded accounts and $130 billion in AUC - is more than just a US fintech success story. It highlights a global shift: investing is becoming younger, mobile-first, and deeply embedded in lifestyle.  That same dynamic is playing out across Asia, and it's where companies like $Tiger Brokers(TIGR)$ come in. Looking at Robinhood, I see the trajectory of Tiger's future: - Mobile-first investing is winning with a new generation of investors - Retail participat
$Tiger Brokers(TIGR)$ is rallying strong today - worth a closer look before the momentum runs away.  @Tiger_SG @DailyTradingInsights @Daily_Discussion 
$BRAINCHIP HOLDINGS LTD(BRN.AU)$   $Brainchip Holdings Ltd.(BRCHF)$ $Taiwan Semiconductor Manufacturing(TSM)$  $iShares Semiconductor ETF(SOXX)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$   🧠 $BRAINCHIP HOLDINGS LTD - Neuromorphic AI Technology 🧠 BrainChip Holdings Ltd (ASX: BRN) is an Australian semiconductor company pioneering neuromorphic computing, which mimics the brain’s neural networks for highly efficient, low-power AI. This post looks objectively at BrainChip’s technology, key partnerships, its NASA contract, pla
$TIGR 20250801 10.0 CALL$  $Tiger Brokers(TIGR)$ volatility exceeding expectations. Is it going to hit $12+? 
$DRONESHIELD LTD(DRO.AU)$   🚀 DroneShield (ASX: DRO) Surges 17% on AU$61.6M European Military Contract 🚀 DroneShield just secured its largest single order ever — a massive AU$61.6 million contract with a European military customer via a private reseller. This deal alone exceeds last year’s total revenue of AU$57.5M, highlighting the explosive demand for its cutting-edge counter-drone systems. 📦 The contract covers handheld detection and counter-drone devices, set for delivery in Q3 2025. 💥 I've written about this stock in 2024 when it was AU$0.625/share. Now, this milestone confirms DroneShield’s growing footprint in the European defense market and underscores the urgent global need for advanced drone security tech. With record contra
$HIMS 20250627 40.0 PUT$    Minor gain over$Hims & Hers Health Inc.(HIMS)$  stock falls after$Novo-Nordisk A/S(NVO)$  pulled out its partnership, calling out$Hims & Hers Health Inc.(HIMS)$  weightloss copycat product.  @Trade Feed Decoder 
$QUBT 20250620 18.0 CALL$  $Quantum Computing Inc.(QUBT)$  Following $NVIDIA(NVDA)$  Jensen Huang's confirmation of the usage of quantum computing, quantum stocks each soared more than 10%. The spike created a momentum window in this photonic and cybersecurity stock. 
$SOXL 20250620 20.0 CALL$  I got in$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  in expectation of good earnings from$Broadcom(AVGO)$ , which obviously didn't happen. It was a bit disappointing but still glad I got some returns! 
$NBIS 20250613 48.0 CALL$  $NEBIUS(NBIS)$  Nebius is a technology company specilizing in building fullstack infrastructure to support the global artificial intelligence industry. Its Avride venture, among others, develops autonomous driving technology for self-driving cars and delivery robots. While Tokola, the AI solutiona subsidiary of Nebius Group, recently got US$72 million in a funding round from Jeff Bezos in May 2025. As part of the investment, Shopify's CTO, Mikhail Parakhin, joined Tokola's board as executive chairman, bringing leadership to the company. 
$NVDA 20250530 135.0 CALL$  Got the call the week prior because there's no real competitor to AI chips for NVIDIA. Thought US export fear is a hoax.
Unsurprisingly $UnitedHealth(UNH)$ has beenthe talk of the town with its 50% YLD decline. Some people might be tempted to "buy the dip" but is the decline a hoax like they think, or will it go down further? Here's why I think the stock might extend the current decline: - Trade war started by Trump is not going to end anytime soon with probes into the healthcare industry and drug price pressures from the WH; - Abrupt CEO transition earlier this year shows a bigger weakness within the UNH management ranks; - The company is undergoing an investigation into possible Medicare fraud; - In April 2025, the company revised its full year profit forecast downward due to higher-than-expected medicare costs; - Complete withdrawal of 2025 outlook
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US Probes Role Of Crowdstrike Bosses In Carahsoft Deal
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Peter Thiel's Palantir Bags $30 Million Order From ICE For Immigrant Tracking System

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