$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
$DRONESHIELD LTD(DRO.AU)$ 🚀 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
$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.
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