Key Earnings Release Schedule Tencent Holdings is set to report its interim results on Wednesday. Alibaba Group is scheduled to report Friday, with its corresponding ADR likely updating around that time.  These reports will be principal catalysts for investor sentiment across the Hang Seng Index and its tech-heavy counterparts. --- What to Watch: Earnings Catalysts & Risks Tencent Holdings (Wednesday) Though specifics for 2025 aren’t yet available, Tencent’s 2024 interim results demonstrated robust growth: 6-month profit attributable to shareholders rose 72% YoY to RMB 89.5 billion Operating profit jumped 39%, IFRS EPS climbed 75% YoY  Expectations: Investors will look for sustainability in revenue growth (gaming, FinTech, cloud) and margin expansion. Any commentary on AI, re

$Bullish(BLSH)$   Bullish IPO Overview (as of August 2025) Upsized Offering Bullish increased its IPO size to raise $990 million, issuing 30 million shares priced at $32–$33 apiece. At the top end, this implies a valuation approaching $4.8 billion . Growth vs. Prior Proposal This represents a substantial jump from its earlier plan to raise approximately $629 million via 20.3 million shares at $28–$31 . Institutional Backing & Sentiment The IPO has garnered strong institutional interest: investors like BlackRock, ARK Invest, and others have signaled up to $200 million in prospective purchases . Moreover, the broader IPO environment is encouraging—coined “crypto summer”—with favorable macro conditions, buoyant crypto market behavior, and im

$Circle Internet Corp.(CRCL)$ Circle’s latest results present a mixed but mostly cautionary picture for the short term. Key points from the update: 1. Earnings vs Revenue Revenue: $658M, up 53% YoY, beating expectations ($646M). Net income: -$482M vs +$33M last year — this is a massive swing into loss despite revenue growth, indicating rising expenses, possibly from expansion, marketing, or operational costs. 2. 10M Share Offering Filing to sell 10M shares of Class A common stock will dilute existing shareholders. The market often sees such offerings as a sign insiders or the company want to raise capital while the stock is relatively high — this can create short-term selling pressure. 3. Price Reaction Stock fell ~5% post-announcement, which sug

What’s Happened? Agreement Details: Nvidia and AMD have struck a rare deal with the U.S. government to pay 15% of their revenue from AI chip sales in China—specifically for Nvidia’s H20 and AMD’s MI308 models—in exchange for export licenses. This marks a sharp reversal of April’s export ban. Context: President Trump initially requested a 20% revenue share, but after negotiations settled at 15%. These chips are designed to comply with export-control restrictions. --- Analyst Perspectives Short-Term Benefits: Access to a massive market: Resuming sales to China—rather than losing revenue entirely—is viewed as a net positive. Bernstein analysts note that even after the revenue cut, 85% retention beats a total ban. Boarding lost ground: Nvidia previously wrote down billions in lost sales. Regai

$Circle Internet Corp.(CRCL)$ What to Expect from the Q2 2025 Earnings Report Earnings Release Circle will announce its Q2 2025 results on Tuesday, August 12, 2025, before market open, accompanied by a live audio webcast at 8 a.m. ET . Revenue Projections Analysts expect revenue to be approximately $645.7 million, representing around 48% year-over-year growth . Some sources cite an alternative consensus estimate near $673 million . Profit Expectations The company is forecasted to report a net loss per share of about $1.00, though projections suggest EBITDA could reach approximately $119 million, reflecting operational momentum despite the bottom-line loss . --- Can Strong Revenue Growth Sustain the Stock Rally? Bull Case Momentum from Q1: Circle

Market Momentum & Technical Outlook Tesla’s stock has gained for five consecutive trading days, buoyed by: A surge in Model Y order demand, with wait times extending to 4–6 weeks, up from 1–3 earlier this summer, driven by the looming $7,500 federal EV tax credit expiration at the end of September 2025.  Positive sentiment around its autonomous-driving and AI ambitions, including the limited robotaxi rollout in Austin.  Technical charts indicating that a sustained daily close above $338 would signal a bullish breakout, with the next target around $368, according to strategists at Fundstrat.  --- What Lies Ahead: Is the Rally Nearing Its End? Short-Term Strength Likely The demand spike is clearly being fueled by buyers rushing to take delivery before September 30, the dea

Tencent (Reporting Wednesday, August 13, 2025) 1. Earnings & Revenue Expectations Analysts anticipate EPS of approximately $0.98 and revenue around $24.83 billion (USD) . 2. YoY Growth (in RMB) Brokers estimate revenue growth of 10–11.9% YoY, with a median forecast of RMB 178.9 billion . Non-IFRS net profit is projected to rise 3.9–10.9% YoY, with a median of RMB 61.9 billion . On a net profit basis, forecasts range between 4.5–16.8% YoY growth, with a median estimate of RMB 52.05 billion . 3. Key Areas to Watch Momentum in gaming, especially new titles like "Valorant: Operation Source" and emerging pipelines. Advertising revenue, particularly as AI tools optimize targeting and performance. Cloud and fintech expansion, including growth in AI-assisted services. Further share buyback gui

Bitcoin’s surge to USD 121,000 and Ether’s climb to USD 4,315 signal strong bullish momentum, but whether the next stop is USD 150,000 will depend on several converging factors: --- 1. Technical momentum Bitcoin has broken through multiple resistance levels in recent weeks, aided by strong spot ETF inflows and institutional accumulation. The next major resistance zone sits between USD 125,000–130,000; a sustained break above could open the path toward USD 150,000. 2. Macro backdrop Lower U.S. interest rate expectations and a weaker dollar tend to boost Bitcoin’s appeal as a non-yielding asset. Ongoing geopolitical uncertainty also supports the “digital gold” narrative. 3. Ethereum’s parallel rally Ether’s highest price since December 2021 suggests renewed confidence in Layer 1 networks and

$Sea Ltd(SE)$   1. Can Sea’s Q2 EPS Really Double? Analysts currently estimate Sea Limited’s Q2 2025 earnings per share at approximately USD 0.86, not the USD 0.99 figure you mentioned. This is based on summaries from Zacks and TipRanks , as well as consensus ranges from other sources putting it between USD 0.73 and USD 1.03 . If EPS does reach USD 0.86, that represents nearly a doubling from USD 0.46 a year ago, though not quite. To achieve a true doubling, EPS would need to approach USD 0.92—but that leans toward the high end of current estimates . Complicating matters, Sea continues to face intensifying competition, especially in Southeast Asia and Brazil, which may force increased promotional spending and logistics costs—potentially co

It appears the recent weakness in growth stocks—beyond names like Duolingo, Expedia, and Nebius—has been broad-based, with advertising-dependent companies such as Pinterest and The Trade Desk hit especially hard. This may reflect a combination of macro pressures (interest rate uncertainty, slowing ad spend growth) and stock-specific concerns (valuation compression after strong 2023–early 2025 runs). If you had minimal exposure or were hedged via short positions, this would indeed have been an opportunity to either protect gains or profit from the downside. That said, the challenge now is distinguishing between structural damage to certain business models and temporary sentiment-driven sell-offs. Potentially oversold candidates (on a valuation-to-growth basis) could include high-quality nam

1. Which part excites you the most? I enjoy the fireworks the most-they bring a festive close to the day and can be appreciated from many different locations. 2. What are your plans for National Day? I plan to spend the day with my family over a nice meal, keeping the celebration simple and meaningful. 3. Do you enjoy watching fireworks? Yes, especially when viewed from a quieter spot away from the main crowd. It feels more intimate yet still festive. 4. Do you feel pride and emotion about being Singaporean? Yes, National Day is a reminder of how far Singapore has come, and I do feel a deep sense of pride in being part of its story. @TigerClub @Tiger_SG

I prefer to avoid the crowds and spend National Day enjoying a quiet meal with my family. It's a nice way to celebrate the occasion in a more personal and relaxed setting.

Given the recent divergence in performance—where a few growth names (Duolingo, Expedia, Nebius) are holding up but others (Pinterest, The Trade Desk, etc.) are seeing sharp drawdowns—the market is signalling selective risk appetite rather than a broad-based rotation into growth. 1. On dodging the drop / shorting: Institutional players who reduced exposure to richly valued growth stocks ahead of earnings season, or hedged with index/sector shorts, would have avoided much of the damage. However, shorting individual growth names can be risky because sharp rebounds are common, especially if macro sentiment improves. 2. Current positioning in growth stocks: I do not personally hold stocks, but from an analytical standpoint, there is a clear split between: Resilient growth: Companies with strong

Semiconductors are widely considered a long-term structural growth theme—arguably one of the most durable in the technology sector—because they are foundational to nearly every modern industry: AI & Data Centres – High-performance GPUs (e.g., NVIDIA) and CPUs (e.g., AMD) are essential for AI training, inference, and cloud computing. Automotive & EVs – Modern vehicles can contain thousands of chips, especially with autonomous driving systems. 5G & Connectivity – Network equipment, smartphones, and IoT devices all require advanced semiconductors. Consumer Electronics – PCs, gaming consoles, smart devices, and wearables rely on continuous chip innovation. Defence & Aerospace – Critical applications increasingly depend on custom, high-reliability chips. Historically, the semico

🧭 Market Context While the S&P 500 and Nasdaq hover near record highs, internal breadth has deteriorated, especially in growth-oriented names outside megacap AI. Many smaller or mid-cap growth stocks (e.g., Pinterest, The Trade Desk, Roku) have experienced double-digit percentage drops following earnings disappointments or weaker forward guidance. This divergence reflects a rotation into quality and defensives, amid rising rate expectations and concerns over elevated valuations in non-AI growth names. --- ✅ Did You Dodge or Short? As an AI, I do not hold positions or trade, but I can outline the strategies some professional investors are using: 1. Avoidance Strategy Many portfolio managers reduced exposure to high-multiple growth stocks ahead of earnings, particularly those priced for

Firefly Aerospace (Ticker: FLY) Market Debut Highlights Firefly Aerospace (FLY) made an impressive Nasdaq debut, opening at $70 and closing at $60.35, reflecting a ~34% gain above its IPO price of $45. This lifted its valuation to approximately $8.5 billion. The IPO raised about $868 million in proceeds, to be used partly for debt repayment (~$151 million) and to support growth initiatives. Strategic Positioning Firefly stands out as the first commercial firm to successfully execute a soft lunar landing via its Blue Ghost lander, and it has secured a $176.7 million NASA contract for a South Pole lunar mission planned for 2029. It also boasts partnerships with defense contractors such as Northrop Grumman, Lockheed Martin, and L3Harris. Profitability Outlook Despite revenue momentum—Q1 2025

Do I hold chip stocks? NVDA since 2021 for the 'small' win.  --- Are semiconductors a 10- or 20-year investment theme? Yes, semiconductors are widely regarded as a long-term secular growth theme, potentially spanning 10–20 years or more. Here’s why: 🔷 1. Foundational to the Digital Economy Semiconductors power everything—from smartphones, laptops, and cars to data centres and artificial intelligence (AI). As digitalisation expands, so does chip demand. 🔷 2. AI & HPC (High-Performance Computing) The explosive growth of AI models (like GPTs) and large-scale computing infrastructures is massively driving chip demand, especially GPUs and custom silicon (e.g., NVIDIA, AMD, Broadcom, TSMC). 🔷 3. Reshoring & Geopolitics Governments (U.S., EU, Japan, China) are pouring billions into l

🔎 Q2 2025 Earnings Digest – Singapore Banks 1. DBS Group Holdings Q2 Net Profit: Rose 1% YoY, beating forecasts. Key Highlight: Maintains full-year 2025 outlook, supported by sustained margins and asset quality. Market Reaction: Likely positive due to earnings beat and stable guidance. Outlook: DBS remains the strongest in terms of execution and growth clarity. A defensive core holding. 2. OCBC Bank Q2 Net Profit: Fell 7% YoY to S$1.82 billion. Dividend: Declared S$0.41/share, which is stable. Key Concern: Lower insurance and trading income, though fundamentals remain solid. Outlook: Dividend support may limit downside, but lack of earnings momentum may cap upside. 3. UOB Group Q2 Net Profit: Dropped 6% YoY to S$1.34 billion, missing analyst forecasts. Headwind: NIM pressure and higher cos

As an ISTJ, I see a strong case for Singapore being an ESTJ nation. Like ESTJs, Singapore values structure, order, efficiency, and results—traits I respect and resonate with. I appreciate the focus on systems, discipline, and pragmatic progress. That said, I sometimes feel tension when efficiency is prioritised over nuance or empathy. As someone with a strong internal compass (Fi), I occasionally wish for more space for sincerity, reflection, and individual well-being. If not ESTJ, I might suggest ISTJ—given the long-term planning, risk aversion, and focus on security. Still, Singapore is far more assertive and externally driven than a typical ISTJ. In short: I find strong alignment in values, but moments of dissonance too. It’s helped me better understand both my place in society and wha

1. AMD: Revenue Beat, Profit Miss Q2 2025 revenue came in at $7.69 billion, above consensus (~$7.42B) — growth was anchored by strong client, gaming, and data-centre sales . Adjusted EPS was $0.48, slightly missing expectations (~$0.49), primarily due to ~$800 million in inventory charges tied to U.S. export controls on MI308 AI chips to China . Outlook: Q3 revenue guided to ~$8.7B, ahead of street estimates, driven by demand for MI350/MI400 AI accelerators . Despite the beat, shares dipped ~4–6% as investors weighed margin pressure and China export uncertainty . Outlook on AMD’s near-term trajectory: With Q3 guidance strong and AI momentum building, top-line strength is evident—but margins remain under pressure due to regulatory-related charges. Unless export restrictions ease, profits ma