Mickey082024
Mickey082024
Value investor and Long Terms
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“Big Ugly Bill”: What It Means for the Economy, Stock Market, and Key Industrie

$S&P 500(.SPX)$ In what could be one of the most consequential pieces of U.S. legislation in years, the so-called “Big Beautiful Bill” passed through Congress this week and is headed to the president’s desk for signature. The bill—championed by President Donald Trump—promises sweeping economic changes with wide-ranging implications for U.S. consumers, corporations, and investors. While some pundits are already calling it a historic milestone, others warn of potential unintended consequences. For market participants, the question now is clear: What does the Big Beautiful Bill mean for the economy, the stock market, and key industries? Let’s unpack the legislation, analyze the implications for growth, inflation, monetary policy, and earnings, an
“Big Ugly Bill”: What It Means for the Economy, Stock Market, and Key Industrie

Countdown to Tariff D-Day: Is Trump’s Next Move a Market Time Bomb?

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ As the 2026 U.S. presidential election season heats up, trade policy has once again taken center stage. Former President Donald Trump, now the Republican front-runner, has vowed to impose sweeping new tariffs if elected — a move that could reverberate through global markets, corporate earnings, and consumer prices alike. Trump has already laid out the broad contours of his proposed tariff agenda: a blanket 10% tariff on all imports into the United States, with even higher rates (possibly 60% or more) on Chinese goods. This dramatic shift, which he calls a “universal baseline tariff,” represents a major escalation of his first-term trade policies and has left investors
Countdown to Tariff D-Day: Is Trump’s Next Move a Market Time Bomb?

Elon for President? Why Tesla Investors Are at a Crossroads

$Tesla Motors(TSLA)$ In a season dominated by political theatrics, economic uncertainty, and fast-changing stock market dynamics, one name continues to loom larger than life: Elon Musk. The world’s richest man, prolific innovator, and polarizing entrepreneur has once again grabbed headlines — this time, by floating the idea of running for President of the United States. His offhand comments, characteristically delivered with a mix of provocation and mischief, have set social media and cable news abuzz. While Musk’s hypothetical candidacy may ultimately be more stunt than serious ambition — the Constitution bars non-natural-born citizens from becoming President — the discussion underscores how deeply he’s embedded himself in America’s cultural and
Elon for President? Why Tesla Investors Are at a Crossroads

Near 52-Week High: Is It Too Late To Buy SoFi Stock?

$SoFi Technologies Inc.(SOFI)$ SoFi Technologies (NASDAQ: SOFI) has been one of the standout performers in the fintech space over the past year, rewarding investors with substantial gains as the company’s profitability story begins to resonate. Shares of the digital-first financial services platform are now hovering near their 52-week high, a level that naturally raises a critical question: is the easy money already made, or is there still upside left for new investors? The company has made impressive strides in transforming from a student-loan refinancing startup into a full-fledged bank with a diversified product suite. It’s showing progress on key metrics — customer growth, cross-selling, loan originations, and even profitability — that suggest
Near 52-Week High: Is It Too Late To Buy SoFi Stock?

Archer Aviation: Progress Takes Flight, But the Road to the Skies Remains Long

$Archer Aviation Inc.(ACHR)$ Archer Aviation (NYSE: ACHR) continues to make notable progress in its mission to bring electric vertical takeoff and landing (eVTOL) aircraft to urban skies. Recent announcements of strategic partnerships, manufacturing ramp-up, regulatory outreach, and market launches in Abu Dhabi and beyond have kept investors optimistic. But with the company still in early development, and facing a cautious regulatory environment, questions remain over the timeline and scale of its potential. This article analyzes the latest developments, fundamental picture, market sentiment, valuation context, and what long-term investors should watch. A Compelling Idea in Urban Mobility The vision behind Archer Aviation is easy to understand — a
Archer Aviation: Progress Takes Flight, But the Road to the Skies Remains Long
avatarMickey082024
07-05 02:36

A Deep Dive Into Do Presidential Vacations Affect the Stock Market? How Many Days Did TACO Take Off?

$S&P 500(.SPX)$ When Donald Trump ran for president in 2016, he famously criticized then-President Barack Obama for playing too much golf and taking too many vacations. “If I’m elected, I won’t have time to play golf,” he declared at one rally. Yet, after taking office, Trump himself became one of the most frequent users of vacation time — or what he called “working vacations” — in modern presidential history. So how many “holidays” or “vacation days” did Trump actually take during his four years in office? How does his record compare to other presidents? And what does it really mean for a U.S. president to “take a holiday”? In this article, we’ll break down the numbers, provide historical context, and examine how presidential vacations fit in
A Deep Dive Into Do Presidential Vacations Affect the Stock Market? How Many Days Did TACO Take Off?

SG60 $800 Voucher: Where Would You Prefer to Spend It?

$SGX(S68.SI)$ Singapore’s SG60 Jubilee Gift Is Here—And It’s Sparking Debate on How Best To Use It Singapore’s much-anticipated SG60 national voucher program has officially launched, offering every eligible citizen an $800 digital voucher as part of the country’s 60th anniversary celebrations. The initiative, designed to stimulate domestic demand while celebrating the nation’s remarkable growth story, has already generated widespread buzz—not just for the generosity of the amount but also for the choices it forces upon recipients: where, and how, to spend it most wisely. For investors, consumers, and businesses alike, this program is more than a feel-good headline. It reflects a unique policy experiment at the intersection of fiscal stimulus and
SG60 $800 Voucher: Where Would You Prefer to Spend It?

Robinhood Stock Surges 147% YTD — What’s Next?

$Robinhood(HOOD)$ Robinhood (HOOD) stock has staged an impressive rally in 2025, soaring more than 147% year-to-date. This surge reflects renewed investor optimism, a rebound in growth stocks, and a crypto-fueled bull market. But the sharp rally also raises important questions about whether the stock is now too expensive, and whether investors should still consider it a buy, hold, or sell at current levels. In this extended analysis, I’ll walk through how Robinhood has performed recently, why my own rating has changed multiple times over the past two years, and why I believe patience is warranted at this juncture. Why My Ratings on Robinhood Have Fluctuated Over the last two years, my recommendation on Robinhood has not been static. I’ve moved the
Robinhood Stock Surges 147% YTD — What’s Next?

Is Lucid Finally a Buy After Its Steep Decline? Revisiting the EV Darling After Its 2025 Dip

$Lucid Group Inc(LCID)$ At the start of 2025, I issued a clear warning to investors: don’t buy Lucid stock. My message was simple — despite the hype surrounding electric vehicles (EVs) and despite my admiration for Lucid’s products, the industry was under immense pressure, valuations across the sector were stretched, and Lucid’s own unit economics and trajectory did not justify its price. That call proved prescient. Year-to-date, Lucid stock has fallen more than 30%. If you heeded that recommendation and stayed on the sidelines, you’ve saved yourself some painful losses. Yet now, with the stock trading near $2 per share — down more than 90% from its 2021 highs — the question naturally arises: is it finally time to buy the dip? Today, I’ll take you
Is Lucid Finally a Buy After Its Steep Decline? Revisiting the EV Darling After Its 2025 Dip

What’s The Impact Of The “Great And Beautiful Bill”? Which Stock Sectors Could Feel The Shockwaves?

$Centene(CNC)$ $CATAPULT GROUP INTERNATIONAL(CAT.AU)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $Molina Healthcare(MOH)$ On Capitol Hill, a sweeping piece of legislation — dubbed by its supporters as the “Great and Beautiful Bill” — has just cleared the Senate, promising to reshape federal spending priorities in ways that could ripple across the economy. Investors are already scrambling to assess the winners and losers of this ambitious, controversial policy shift. The bill combines major Medicaid funding cuts, infrastructure spending initiatives, and tax policy changes, designed to rein in
What’s The Impact Of The “Great And Beautiful Bill”? Which Stock Sectors Could Feel The Shockwaves?

After Falling 3 Days, Is Palantir Toward New Highs Now?

$Palantir Technologies Inc.(PLTR)$ After three straight sessions of declines, Palantir Technologies (NYSE: PLTR) has shown signs of stabilizing. The stock, a favorite among retail investors and a key name in AI-driven software and data analytics, has been nothing short of volatile this year. Bulls argue the company is perfectly positioned for the artificial intelligence revolution, while skeptics remain concerned about its lofty valuation, slowing government growth, and the fickle nature of speculative enthusiasm. As the dust begins to settle from this recent pullback, many investors are asking: Is Palantir now on a path toward new highs, or does the stock still face too many headwinds? Below, we take a closer look at the company’s fundamentals, g
After Falling 3 Days, Is Palantir Toward New Highs Now?

Salesforce Stock Analysis: Durable Profits, Slowing Growth – Is CRM Still Worth Buying in 2025?

$Salesforce.com(CRM)$ Salesforce’s Transition From Growth to Maturity Salesforce (NYSE: CRM) has long been regarded as the flagship player in cloud-based customer relationship management. Founded by Marc Benioff in 1999, the company pioneered the software-as-a-service (SaaS) model and built an empire that now spans sales, service, marketing automation, analytics, data cloud infrastructure, and more. For over two decades, Salesforce grew like a rocket, acquiring rivals, innovating with cloud-first applications, and cementing itself as a mission-critical part of the enterprise tech stack. But in 2025, Salesforce is no longer the disruptive upstart it once was. The company is now a $270 billion behemoth with over $38 billion in annual revenue. Investo
Salesforce Stock Analysis: Durable Profits, Slowing Growth – Is CRM Still Worth Buying in 2025?

MOH Stock Plummets: What Sparked the Brutal Selloff?

$Molina Healthcare(MOH)$ Molina Healthcare’s Sharp Decline Raises Red Flags Across the Managed Care Sector Shares of Molina Healthcare (NYSE: MOH) experienced a dramatic selloff recently, plunging over 15% in a single session after the company abruptly withdrew its full-year 2025 guidance. The announcement came as a shock to Wall Street, especially given the company's reputation for stable performance in the managed Medicaid space. Investors were left scrambling to reassess not just Molina's trajectory, but the broader state of government-backed healthcare providers in a rapidly shifting political and regulatory landscape. This sudden breakdown in confidence has prompted concerns about contract risk, cost overruns, and policy uncertainty—issues tha
MOH Stock Plummets: What Sparked the Brutal Selloff?

The world’s most valuable company finally has some momentum—but is it enough to reclaim its throne among the elite tech titans?

$Apple(AAPL)$ After months of lagging behind the rest of the Magnificent Seven, Apple Inc. (AAPL) is finally showing signs of life. Once the market’s undisputed leader, Apple has underperformed its mega-cap tech peers for most of 2024 and into early 2025, weighed down by slowing iPhone sales, regulatory headwinds, and skepticism over its innovation pipeline. But that narrative may be changing. In recent weeks, Apple shares have begun to break out from a prolonged consolidation range. New AI initiatives, a rebound in China demand, and stabilization in hardware margins are all helping shift sentiment. The question now: Can Apple continue this breakout and catch up with peers like Nvidia, Microsoft, and Amazon—and potentially erase its year-to-date l
The world’s most valuable company finally has some momentum—but is it enough to reclaim its throne among the elite tech titans?

Carnival Corporation (CCL) Stock: A Turnaround Cruise Gaining Steam, but Will It Stay Afloat?

$Carnival(CCL)$ Carnival Corporation (NYSE: CCL), the world’s largest cruise line operator, has made substantial strides in its post-pandemic recovery. After enduring one of the most severe business halts in global travel history, the company is now on a profitability trajectory, with strong bookings, expanded margins, and record revenue. Yet the path forward isn’t without turbulence. Macroeconomic volatility, stubborn inflation, rising fuel costs, and high debt levels still challenge the company’s full return to form. With free cash flow improving and EPS growth accelerating, is Carnival now sailing toward a multi-year revaluation—or will rough economic waters capsize investor expectations? This article covers Carnival’s latest earnings, its impro
Carnival Corporation (CCL) Stock: A Turnaround Cruise Gaining Steam, but Will It Stay Afloat?

Woodside Energy Stock: Strong Fundamentals, Massive LNG Bets, and a 7% Yield—But At What Risk?

$WOODSIDE ENERGY GROUP LTD(WDS.AU)$ Woodside Energy (WDS), Australia’s largest independent oil and gas producer, is undergoing a period of strategic transformation. From high-margin legacy assets in Australia to ambitious LNG mega-projects in the U.S., the company is balancing near-term cash flows with massive capital commitments. Investors have enjoyed a generous dividend yield and robust operating margins, but the stock has lagged broader energy peers due to questions around free cash flow durability and execution risk. As Woodside doubles down on global LNG, especially with its $17.5 billion investment in Louisiana, is now the time to accumulate shares or step aside? This article will examine Woodside’s latest earnings, its fundamental health
Woodside Energy Stock: Strong Fundamentals, Massive LNG Bets, and a 7% Yield—But At What Risk?

Centene Stock Plunges After Company Pulls Guidance

$Centene(CNC)$ A Healthcare Giant Stumbles Shares of Centene Corporation collapsed more than 35% in a single trading session after the company made the shocking decision to withdraw its full-year 2025 earnings guidance. The managed care provider, known for its strong presence in Medicaid and Affordable Care Act (ACA) marketplace plans, cited weaker-than-expected enrollment data and higher-than-anticipated medical costs as key reasons for the move. The announcement blindsided Wall Street, triggering a wave of downgrades, panic selling, and renewed investor scrutiny over the long-term profitability of government-sponsored health programs. This dramatic pullback, one of the steepest single-day losses in Centene’s history, marked a pivotal moment not j
Centene Stock Plunges After Company Pulls Guidance

Last-Minute Changes to TACO’s “Big, Beautiful Bill” Stun Clean Energy Industry

$TRUMP MEDIA & TECHNOLOGY GROUP CORP C/WTS 25/03/2029(TO PUR COM)(DJTWW)$ $S&P 500(.SPX)$ Introduction In a stunning development, the clean energy sector was blindsided by sweeping last-minute amendments to former President Donald Trump's comprehensive economic reform package, branded as the “One Big Beautiful Bill.” While the bill had long promised to simplify the tax code, lower energy prices, and boost American industry, few expected that it would also eviscerate a host of clean energy provisions established under the Inflation Reduction Act (IRA). The sudden removal of key renewable energy tax incentives has thrown thousands of projects into uncertainty, sparked outcry across the green econom
Last-Minute Changes to TACO’s “Big, Beautiful Bill” Stun Clean Energy Industry

Trump vs. Musk? Immigration Rhetoric Sparks Tesla Turmoil – Danger Ahead or Rare Opportunity?

$Tesla Motors(TSLA)$ A Volatile Collision of Power, Politics, and Profit In a world where political theater increasingly influences market behavior, few individuals personify the intersection of innovation and controversy more than Elon Musk. The South African-born billionaire is the face of not only Tesla (NASDAQ: TSLA), but also SpaceX, xAI, and the social media platform formerly known as Twitter, now rebranded as X. Despite—or perhaps because of—his relentless disruption of multiple industries, Musk continues to attract both praise and provocation. In June 2025, that provocation took an unexpected turn. Former President Donald Trump, the presumptive 2024 Republican nominee, made a loaded comment during a rally that many interpreted as a veiled
Trump vs. Musk? Immigration Rhetoric Sparks Tesla Turmoil – Danger Ahead or Rare Opportunity?

United Health’s Quiet Domination in a Market Seeking Safety

$UnitedHealth(UNH)$ In a year marked by tech exuberance, speculative growth rebounds, and lingering fears of a macroeconomic slowdown, one of the market’s most consistent performers isn’t a high-flying AI startup or a mega-cap cloud darling—it’s UnitedHealth Group (NYSE: UNH). As one of the largest and most influential players in the healthcare space, UnitedHealth has quietly become a pillar of market stability and predictable growth. While investors chase returns in volatile sectors, UNH is demonstrating that defensive doesn’t mean stagnant. In fact, the company’s strong earnings, durable cash flows, and expanding footprint in both insurance and health services may signal that “defense is the new offense” for long-term portfolios. Its steady rise
United Health’s Quiet Domination in a Market Seeking Safety

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