I’m calling it at $23.00 per share. ⸻ Why $23 Makes Sense: • Strong Market Interest The IPO is priced at the top of its range—$17—which already suggests robust investor demand as it opens trading. • Attractive AI Infrastructure Theme WhiteFiber operates in the hot AI infrastructure space, offering GPU‑as‑a‑service via Tier‑3 data centers with NVIDIA partnerships. • Competitive Valuation vs. Peers With a price-to-sales (P/S) ratio of ~8.3, WYFI is priced lower than peers like CoreWeave (13×) and Applied Digital (24×), creating room for multiples to expand as sentiment rises. • IPO Buzz is Real As an “AI mini CoreWeave” story with early profitability and solid revenue growth (105% YoY in Q1 2025), it’s likely to attract speculative buying that fuels a strong debut.

$The Metals Company(TMC)$ HAHA & We Buy More!

Nvm gang we have 300 shares  Amen! Today is a good day 

$Tiger Brokers(TIGR)$ This is one of the oldest dilemmas in investing—“too strong to buy, too scary to dip.” When a stock has great fundamentals and keeps making new highs, every pullback looks like a trap, and every new high looks like you’re paying too much. So, how do you find the sweet spot and avoid paralysis? 1. Wait for a Technical Pause, Not a Collapse Don’t obsess over catching the “big dip.” Instead, look for a sideways consolidation or a “bull flag” pattern—periods where the stock pauses, digests gains, and lets moving averages catch up. These “breathers” often offer lower-risk entries compared to chasing after huge run-ups or blindly buying a sharp sell-off. 2. Buy Near Key Moving Averages Many strong stocks respect the 21-day, 50-day,

Jim Rogers’ decision to exit U.S. equities entirely—and Ray Dalio’s increasingly loud warnings—shouldn’t be dismissed as just another round of doomsday punditry. These aren’t TikTok day traders, but two of the most battle-tested macro investors of the last half-century. When they say America’s debt crisis is a ticking time bomb, it’s worth paying attention—even if you don’t agree with every part of their thesis. Dalio’s call to have at least 15% in gold and crypto is a blunt reminder that diversification isn’t just about chasing the next hot sector, but preparing for the tail risk that the U.S. dollar, Treasury market, and American economic dominance may not be eternal. As U.S. debt breaks record after record, interest payments eat a growing chunk of the federal budget, and political dysfu

💰 Stocks to Watch Today (4 Aug) 1. Market Movers & News to Watch: • AMD (AMD): Still in focus post-earnings. The dust is settling—will we see buyers step in, or more profit-taking as AI euphoria cools? • Nvidia (NVDA): Bouncing after sector volatility. Watch for sympathy moves if chip stocks show renewed strength. • Coinbase (COIN): Shares dipped after weak Q2 revenue and shrinking trading volumes. Still volatile—crypto price swings may offer quick scalping opportunities. • Figma (FIG): After an explosive IPO rally (+250%), can the stock hold above $100, or will we see a classic post-IPO pullback? • Palantir (PLTR): Earnings are coming up—lots of anticipation around AI growth and new contracts. Could see a pre-earnings run-up. • Singapore Banks (DBS, OCBC, UOB): Earnings updates are ou

I hate when I don't have enough cash to buy more TMC shares :'(  I only need 29 more to sell another CC   

Microsoft officially breaking into the $4 trillion market cap club is a landmark moment—not just for the company itself, but for the entire tech sector. It’s a testament to Microsoft’s relentless execution in cloud, AI, and enterprise software. Meta’s 11% surge after stellar earnings is equally remarkable, showing just how powerful the AI narrative has become for Big Tech. With both giants hitting all-time highs, the question of “who’s next” is getting louder. Will you hold these stocks? Absolutely. Microsoft and Meta are not just riding the AI wave—they’re building it. Microsoft’s cloud dominance (especially in Azure and Copilot AI tools) and Meta’s ability to monetise social platforms with AI-powered ads make them cornerstones for any growth portfolio. Both are pouring billions into AI i

OCBC’s Q2 results are a classic “glass half full” story in this earnings season. Yes, profit fell 7% year-on-year to S$1.82 billion, but the number still came in ahead of consensus expectations (S$1.79 billion). In a market where investors have braced for margin pressure and weaker results across Singapore banks, an earnings beat—even on declining profit—lands as a minor win. The healthy dividend of S$0.41 per share adds another layer of reassurance for income-focused shareholders. The bigger question is whether DBS and UOB can repeat the trick. Like OCBC, both are battling headwinds from declining net interest margins (NIM), rising funding costs, and an increasingly competitive loan market. However, OCBC’s ability to beat even cautious forecasts suggests that cost control, stable fee inco

💰 Stocks to Watch Today (1 Aug) 1. Market Movers & News to Watch: • AMD (AMD): All eyes on AMD after earnings—market is reacting to guidance and AI chip sales. Watch for follow-through or reversal after the big move. • Nvidia (NVDA): Sympathy plays possible; if AMD’s tone is bullish, Nvidia could get dragged higher too. • Coinbase (COIN): Tumbled 9% after missing revenue and reporting a sharp drop in trading volumes. Watching for stabilization or a further dip—may present a contrarian buy if crypto sentiment turns. • Figma (FIG): Epic IPO, up 250% on debut—likely to be volatile as traders play the new listing. • Palantir (PLTR): Earnings coming up—lots of hype on AI growth. May see pre-earnings momentum or profit-taking. • China Tech/HSI: China ETFs (YINN, KWEB) in focus as Hang Seng h

This earnings season is a minefield—markets at all-time highs, but the reaction to results is unforgiving. As Goldman Sachs points out, it’s classic “negative asymmetry”: good news gets a shrug, but a miss triggers a cliff-dive. In this kind of environment, risk management isn’t just smart, it’s essential if you want to survive—and thrive. How do you hedge risks when the market feels this stretched? 1. Options as Insurance: The simplest way to protect gains at market highs is buying puts—either on the stocks you own or on broad indices like the S&P 500 (SPY) or Nasdaq (QQQ). Yes, it costs money (like buying insurance), but when a bad earnings print hits and a stock drops 10–15% overnight, those puts suddenly look genius. 2. The Iron Condor for Earnings Volatility: When implied volatili

This earnings season has been brutal for chip stocks, and the latest results from ARM and Qualcomm only reinforce the new reality: “beats” aren’t enough when investors want big upside and clear growth acceleration. ARM’s shares slipped after its earnings as smartphone royalty revenue disappointed. Despite strong ambitions in AI and data center chips, ARM is still heavily dependent on the smartphone market, which remains sluggish. Investors wanted to see a sharp turnaround or at least outsized growth in new areas to offset the mobile softness—but instead got a reminder that legacy revenue streams still matter. It’s a classic case of the market punishing even slight weakness in key segments, especially when the valuation is already high. Qualcomm, for its part, actually beat expectations and

Coinbase’s latest earnings sent a chill through crypto markets—and for good reason. The headline numbers tell a mixed story: yes, revenue grew 3.4% year-on-year, but the sequential (QoQ) decline was a steep 26%. Most worrying, core revenue from trading—a critical pillar for Coinbase’s business—fell well short of expectations. The market punished the miss with a swift 9% drop in the stock, and it’s not hard to see why: after a strong first quarter powered by resurgent crypto activity, a sudden trading volume slump suggests the business is far more cyclical and less robust than some bulls hoped. The reliance on investment gains, especially the $1.5 billion in unrealized gains from Circle, should absolutely be a red flag for investors who care about the health of the core business. While GAAP

NVIDIA and AMD have been the undisputed leaders of the AI chip rally, but the recent stall in their share prices shows just how high the bar has been set—and how jittery the market is ahead of the next round of earnings. AMD’s upcoming report on August 5 could be a make-or-break moment, not just for itself, but for the entire semiconductor sector. Big tech’s upcoming earnings and capex announcements will be critical. The entire AI hardware thesis is powered by hyperscalers like Amazon, Alphabet, Microsoft, and Meta ramping up their spending on data centres and cloud AI infrastructure. If these giants confirm another round of big capex increases, it’s direct fuel for both NVIDIA’s and AMD’s revenue pipelines. Alphabet’s recent $10 billion capex headline is a prime example—when the biggest b

$Palantir Technologies Inc.(PLTR)$ Palantir’s Q2 earnings are shaping up as one of the most closely watched events of the season—and for good reason. After a massive 110% run in 2025, expectations are sky-high, and even Citi, one of the biggest Wall Street players, is bullish going into the print. They’re calling for a 2–3 point revenue beat and see strength both in Palantir’s traditional government business and its fast-growing commercial/AI division. The AI story is driving most of the hype. Palantir has pivoted hard into generative AI and large language models, landing new clients across healthcare, defense, and the private sector. This “AI everywhere” narrative has been central to the stock’s incredible rally this year—and bulls will want to s

$Figma(FIG)$ Figma’s 250% IPO pop is the kind of debut that gets everyone’s attention—and divides the market into true believers and seasoned skeptics. Opening at $85 and closing at $115.50, the stock not only more than tripled its IPO price but also set a modern benchmark for first-day euphoria, briefly giving Figma a staggering $47 billion market cap. That’s heady territory for a company that, just a few years ago, was still a startup darling in the SaaS world. So what now—do you go long, or is it time to fade the hype? If you’re long: You’re betting that Figma isn’t just a design tool, but a foundational cloud collaboration platform with huge runway ahead. The company’s viral adoption, passionate user base, and deep integration into workflows ha

July’s four-month winning streak has put the Nasdaq and S&P 500 right back in the spotlight, and it’s tempting to think the rally can just keep rolling. But with markets already up 3.73% (Nasdaq) and 2.55% (S&P 500) this month, it’s natural to ask: does August have another curveball in store? Historically, August isn’t famous for huge crashes, but it’s no stranger to volatility. We saw it last year—a sharp drop that rattled nerves, but the market still managed to claw back and finish up 2% by month’s end. That’s classic late-summer action: a little fear, some profit-taking, and then the bulls find their footing again. Could we see a bigger pullback this August? Absolutely. After four straight months of gains, sentiment is riding high and valuations are getting stretched in some cor

The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more

$Tiger Brokers(TIGR)$ Great question—this is the classic “FOMO vs. caution” dilemma that every trader faces in a bull market! When a stock is on a tear, it always feels too expensive to buy, yet waiting for a pullback can leave you empty-handed (or worse, frozen by fear when the dip finally comes). Here are some practical signals and psychological checks to help you enter strong stocks with more confidence: ⸻ 1. Wait for a Technical Reset, Not a Crash • Look for consolidation: Instead of waiting for a massive dip, watch for sideways price action or a “bull flag” pattern. These are pauses that let moving averages catch up and shake out weak hands. • Volume clues: If a strong stock pulls back on low volume, it’s usually just profit-taking—not a reve