To The Moon

🌟🌟🌟Apple $Apple(AAPL)$ is due to report its 3rd quarter earnings on Thursday.  Apple is currently facing headwinds as it has to grapple with tariffs and to  catch up with its peers on AI. Apple iPhone demand in China is also facing competitive pressures from smartphone companies like Huawei which are less expensive. I will be watching CEO Tim Cook's guidance on Apple as this will also impact its share price performance. @Daily_Discussion @TigerStars @Tiger_comments

big techs like META and MSFT moving my trades. let's wait for AMZN tonight

💰 Stocks to Watch Today (31 July) 1. News & Market Movers: • Microsoft (MSFT) & Meta (META): Both hit all-time highs after crushing earnings. Strong AI commentary and robust cloud/ad growth make them top watches—will momentum continue, or do we see some profit-taking? • AMD (AMD): Reporting after the bell. With Bank of America’s recent $200 price target upgrade and AI shipment optimism, expect fireworks. Guidance and new customer wins will be key. • Nvidia (NVDA): Riding capex waves from Alphabet and tech giants—watch for sympathy moves if AMD’s results impress. • Singapore Banks (DBS, OCBC): DBS at all-time highs, OCBC reporting this week. Margin pressure and NIM trends in focus; any surprises could trigger sector moves. • China Tech/HSI: Heng Seng Index holding above 25,000, Chin

Invisalign's parent company $Align Technology(ALGN)$ Falling revenues and EPS misses, along with guidance cuts, put short-term pressure on the stock, which plunged 35% after hours.While Invisalign remains competitive with over 90% market share and continued innovation (e.g., iTero Lumina and Palate Expansion System), the company has also undertaken a program of investment and restructuring in the digital dentistry space that opens new doors for its long-term transformation.Performance and market feedbackTotal Revenue Misses EstimatesTotal revenue for the second quarter of 2025 was $1,012.4 million, down 1.6% year-over-year ($1,029.0 million in Q2 2024) and below analysts' expectations of $1,059.3 million, but up 3.4% sequentially ($979.3 million i

$Boston Beer(SAM)$ Shares of Boston Beer Company (NYSE: SAM) popped higher following the company’s second-quarter earnings results, which surpassed Wall Street expectations and featured a notable full-year guidance raise. The maker of Samuel Adams, Twisted Tea, Truly Hard Seltzer, and other beverage brands surprised the market with resilient demand, operational discipline, and margin improvement. After a challenging few years characterized by volatile consumer behavior and missteps in the hard seltzer segment, Boston Beer is demonstrating that its turnaround may finally be gaining traction. Investors who stuck with the stock during its roller-coaster ride since 2021 are now seeing renewed signs of optimism. The company’s Q2 results provide clear ev

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Stock Soars Over 100% in 2025 — But Is It Still a Buy Ahead of Earnings? After a blistering start to 2025, shares of Super Micro Computer, Inc. (SMCI) have surged more than 100% year-to-date—an exceptional run that has rewarded early investors handsomely. This surge places Super Micro among the top-performing stocks in the AI hardware and server space. Earlier this year, I rated the stock a Buy and reaffirmed that stance in late May. That recommendation has more than paid off, and with months still left in the year, the performance has already exceeded expectations. Alongside other strong performers I highlighted—such as Uber, which continues to deliver outstanding returns—Super Micro has proven to be o

Apple Apple, you're nothing but dismay. Nothing fancy, nothing dancy, nothing as quite as decay. You were once the cream of the crop, the talk of the town, the tip of the top, and everything dandy. But now, you're just spiraling south, ain't anyone's candy and is perhaps diving for grey bay. Innovation no longer thrives and I'm not so sure if Steve's vision strives, because a legacy once so grand, now seems so oddly bland. Turning to chives under my knives, anything just seem better than apples in your hives. A brand once iconic and gleaming with pride, is now a mere brandy that leaves you so catatonic I died. In this digital age and space, Apple no longer makes the cut nor takes the cut; it's pace fast going out of sync so much so that we must brace. No longer a tale of tech pride that p

At its July 31st meeting, the Federal Reserve left interest rates unchanged at 4.25%–4.5%, but something unusual happened: two Fed governors—Christopher Waller and Michelle Bowman, both Trump appointees—broke ranks and voted for an immediate rate cut. It’s the first time in over 30 years that two FOMC members have simultaneously dissented in favor of easing. In its statement, the Fed acknowledged that economic growth has "moderated," though it continued to describe the labor market as “strong” and inflation as “slightly above target.” The central bank also warned that the economic outlook remains “highly uncertain.” This mixed messaging reflects a growing dilemma for policymakers: on one hand, tariffs could keep inflation elevated, arguing for staying higher for longer; on the other, job m

$Apple(AAPL)$ 🍏🍎🍏 🚀🌪️ Eh sis, I know you’d sooner makan your phone with sambal than touch anything from Apple, but come on lah, this Tiger competition is practically calling your name. Surely even you got a few words for the fruit company. 🍏 With your wit and brainpower, can already shake up Tim Cook’s day. This one not about buying iPhones, it’s about serving intellectual roast with a kaya toast twist. So what you waiting for, ah? Show them what Singapore precision really looks like. You in or not? @SPACE ROCKET 🚀 🍏 nm, care to take a bite? This one’s not forbidden fruit like Cash Booster 🤣 just a ripe chance to showcase your sharp thinking. Thought you might enjoy weighing in

$Apple(AAPL)$ 🍎 📱🔬 Apple, you’re no longer the world’s most valuable company, and that speaks volumes about where the market believes innovation is headed. $97.6B in Q2 revenue, record 46.8% margins, and $110B in buybacks highlight financial strength. But flat iPhone sales and an 8.4% China revenue drop expose structural saturation. Services grew 14% YoY, yet the pressure is now on Vision Pro, Apple Intelligence, and the next platform leap. Will you lead in on-device AI the way Nvidia now does in compute? Will health tech, wearables, and spatial computing evolve into the margin machines investors expect? You’ve built ecosystems before: from App Store to Apple Silicon. But invention, not iteration, made you dominant. The world doesn’t just want upg

$Texas Instruments(TXN)$ Texas Instruments Inc. (TI) experienced an 11 percent drop in its stock price following its Q2 2025 earnings release, as executives delivered a cautious outlook amid rising tariff uncertainty and weakening analog chip demand. While Q2 revenue of $4.45 billion and EPS of $1.41 exceeded estimates, management warned that the strength may have been driven by customers pulling forward orders ahead of looming tariffs. The subdued Q3 profit guidance and geopolitical headwinds have reignited investor concerns: is TI merely digging in for cyclical softness, or is this a strategic inflection point in a broader semiconductor slowdown? Performance Overview and Market Feedback Q2 Results Beat Mask Murky Underlying Dynamics Texas Instrum

$CyberArk(CYBR)$ Fortifying the Digital World While Building Shareholder Value Cybersecurity is no longer a niche concern—it’s a core pillar of modern enterprise infrastructure. From ransomware attacks on global logistics to stealthy intrusions targeting critical infrastructure, the threats facing digital assets are multiplying in both frequency and sophistication. Against this backdrop, CyberArk Software Ltd. (NASDAQ: CYBR) has emerged as one of the most focused players in identity security, zero-trust access, and privileged account protection. Following another strong quarterly showing and improved guidance, investors are asking: Is CyberArk a strong buy at current levels, or is the stock already pricing in peak optimism? With accelerating growt

$Chipotle Mexican Grill(CMG)$ Chipotle Mexican Grill’s stock experienced a sharp decline following its Q2 2025 earnings report, which unveiled a second consecutive quarter of comparable-store sales contraction, accompanied by a revision to its annual sales outlook. The company cited economic uncertainty, inflation-induced belt-tightening among consumers, and weaker dine-out traffic as core drivers. Shares fell approximately 10–13 percent in after-hours and pre-market trading, wiping out much of the prior year’s gains and raising alarm bells for investors. The downturn has forced Chipotle to temper its previously optimistic growth projection—now forecasting flat comparable sales for 2025. Despite this setback, management insists the brand’s fundamen

$UnitedHealth(UNH)$ UnitedHealth Group (NYSE: UNH) released its second-quarter earnings, and the market reacted swiftly—shares fell more than 5% on the day. While there are both encouraging and concerning aspects to the report, this latest development reflects a pivotal moment for long-term investors. Today, I’ll walk you through what surprised me, what didn’t, and why I opted not to buy the dip—despite holding a position purchased at $420 per share, now down roughly 37% from that level. Although my UNH stake remains up 31% overall across the broader portfolio, I refrained from averaging down today. Here's why. A Massive EPS Miss Overshadows Revenue Beat The company reported a significant earnings miss, with adjusted EPS coming in at $4.08, well be

$CyberArk(CYBR)$ CyberArk Software (NASDAQ: CYBR), a leader in identity security and privileged access management (PAM), continues to demonstrate robust growth in an increasingly threat-prone digital landscape. With enterprises prioritizing zero-trust frameworks and compliance mandates, CyberArk’s solutions are in high demand. The company’s shift to a subscription-based model has fueled recurring revenue, while its expanding product suite positions it for long-term dominance. But with shares trading at a premium, is now the right time to invest? We analyze CyberArk’s financials, valuation, and future prospects to determine whether investors should buy, hold, or sell in July 2025. Accelerating Growth and Profitability CyberArk has transitioned succ

$VeriSign(VRSN)$ VeriSign's stock took a significant hit following revelations that Warren Buffett’s Berkshire Hathaway sold nearly a third of its long-held stake in the domain name and internet infrastructure company. As markets absorb the implications of this high-profile divestment, investors are left questioning the company's long-term growth story amid evolving internet infrastructure and cybersecurity demands. Buffett's Quiet Exit Sends Shockwaves VeriSign Inc. (NASDAQ: VRSN), a low-profile but highly profitable company that manages domain name registries such as ".com" and ".net," saw its shares plunge sharply after it was disclosed in Berkshire Hathaway’s latest 13F filing that the Omaha-based investment conglomerate sold approximately one

$Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ $T-REX 2X INVERSE TESLA DAILY TARGET ETF(TSLZ)$ 📉🚖🤖 Tesla’s triangle of truth is almost over 🤖🚖📉 I’m convinced $TSLA is on the brink of an inflection that could redraw 2025’s EV and autonomy landscape. The daily symmetrical triangle is nearing its apex, with price compressing under multi-month resistance and perched just above rising support, currently trading at $319.04. I’m analytically compelled by this setup. TSLA continues to respect the ascending base with another rebound off $311.61, but this time momentum is shifting. A daily close above $332.56 projects a measured move to $353–$358. Converse

$Joby Aviation, Inc.(JOBY)$ 🛫🚦🌇 Dubai’s air taxi revolution just cleared the runway: can JOBY beat the market to it? 🌇🚦🛫 I’m excited by the asymmetry I see building in Joby Aviation. After reclaiming the $17 handle with a clean bounce off $16.99 support, JOBY’s chart is shaping a classic bull flag on the 4H with tightly stacked EMAs and compression inside Keltner and Bollinger bands. The setup points to a high-probability move toward $20.04, the 2.618 Fibonacci extension, if price reclaims $18.53 with volume confirmation. I’m particularly impressed by the capital alignment behind this trend. In the past three months, insiders purchased over $367 million in stock, dwarfing just $19.81 million in sales. That’s conviction. Yet options markets are fla

$Chevron(CVX)$ is scheduled to report its fiscal Q2 2025 earnings on Friday, August 1, 2025, before the market opens. EPS (Earnings Per Share): The Zacks Consensus Estimate for EPS is approximately $1.66, a drop of nearly 35% from the $2.55 reported in Q2 2024. Revenue: Revenue is expected to be around $47.1 billion, representing an almost 8% decrease from the same period last year. In Q1 2025, Chevron (CVX) reported adjusted earnings of $3.8 billion, or $2.18 per share, which beat the analyst consensus of $2.15. Despite this, revenue of $47.6 billion fell slightly short of expectations. The company's earnings were significantly lower year-over-year, primarily due to lower crude prices and refining margins, and higher expenses. However, this was la

Invisalign's parent company $Align Technology(ALGN)$ Falling revenues and EPS misses, along with guidance cuts, put short-term pressure on the stock, which plunged 35% after hours.While Invisalign remains competitive with over 90% market share and continued innovation (e.g., iTero Lumina and Palate Expansion System), the company has also undertaken a program of investment and restructuring in the digital dentistry space that opens new doors for its long-term transformation.Performance and market feedbackTotal Revenue Misses EstimatesTotal revenue for the second quarter of 2025 was $1,012.4 million, down 1.6% year-over-year ($1,029.0 million in Q2 2024) and below analysts' expectations of $1,059.3 million, but up 3.4% sequentially ($979.3 million i

$Boston Beer(SAM)$ Shares of Boston Beer Company (NYSE: SAM) popped higher following the company’s second-quarter earnings results, which surpassed Wall Street expectations and featured a notable full-year guidance raise. The maker of Samuel Adams, Twisted Tea, Truly Hard Seltzer, and other beverage brands surprised the market with resilient demand, operational discipline, and margin improvement. After a challenging few years characterized by volatile consumer behavior and missteps in the hard seltzer segment, Boston Beer is demonstrating that its turnaround may finally be gaining traction. Investors who stuck with the stock during its roller-coaster ride since 2021 are now seeing renewed signs of optimism. The company’s Q2 results provide clear ev

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Stock Soars Over 100% in 2025 — But Is It Still a Buy Ahead of Earnings? After a blistering start to 2025, shares of Super Micro Computer, Inc. (SMCI) have surged more than 100% year-to-date—an exceptional run that has rewarded early investors handsomely. This surge places Super Micro among the top-performing stocks in the AI hardware and server space. Earlier this year, I rated the stock a Buy and reaffirmed that stance in late May. That recommendation has more than paid off, and with months still left in the year, the performance has already exceeded expectations. Alongside other strong performers I highlighted—such as Uber, which continues to deliver outstanding returns—Super Micro has proven to be o

Q2 Earnings Report. On Thu, 24 Jul 2025, luxury purveyor and market leader $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ reported a disappointing Q2 2025 and H1 2025: Revenue: came in at $46.7 billion (€39.8 billion), this is down by -4% YoY from $48.9 billion (€41.7 billion). (see above) Earnings per share (EPS): came in at $2.67 vs expected $2.78 vs Q2 2024’s $3.16; that’s a -15.5% YoY decline. To many industry analysts, the results were not too alarming because they have already forecasted a luxury market slowdown in 2025. Causes For Concerns. Alarmingly, it is LVMH’s : Revenue increasing rate of decline, from -2% in Q1 2025 to -7% in Q2 2025. Profitability taking a hit as well. H1 2025’s net profit fell by -22% to $6.9 billion. “Truly disturbing”

Hollywood Fiction. In Hollywood “Underworld” movie franchise, vampires and werewolves shared a common origin through the Corvinus bloodline. Alexander Corvinus, a 5th-century warlord whose unique genetic mutation, known as the Corvinus Strain, made him immortal and passed this to his twin sons: Marcus Corvinus, who became the first vampire after being bitten by a rabid bat. William Corvinus, who became the first werewolf after being bitten by a wolf. Vampire & Werewolf of Oil Industry. The same could be said about $Exxon Mobil(XOM)$ and $Chevron(CVX)$. The link between Exxon and Chevron lies primarily in their shared heritage as descendants of the original Standard Oil. The conglomerate formed by John D

$Texas Instruments(TXN)$ Texas Instruments Inc. (TI) experienced an 11 percent drop in its stock price following its Q2 2025 earnings release, as executives delivered a cautious outlook amid rising tariff uncertainty and weakening analog chip demand. While Q2 revenue of $4.45 billion and EPS of $1.41 exceeded estimates, management warned that the strength may have been driven by customers pulling forward orders ahead of looming tariffs. The subdued Q3 profit guidance and geopolitical headwinds have reignited investor concerns: is TI merely digging in for cyclical softness, or is this a strategic inflection point in a broader semiconductor slowdown? Performance Overview and Market Feedback Q2 Results Beat Mask Murky Underlying Dynamics Texas Instrum

At its July 31st meeting, the Federal Reserve left interest rates unchanged at 4.25%–4.5%, but something unusual happened: two Fed governors—Christopher Waller and Michelle Bowman, both Trump appointees—broke ranks and voted for an immediate rate cut. It’s the first time in over 30 years that two FOMC members have simultaneously dissented in favor of easing. In its statement, the Fed acknowledged that economic growth has "moderated," though it continued to describe the labor market as “strong” and inflation as “slightly above target.” The central bank also warned that the economic outlook remains “highly uncertain.” This mixed messaging reflects a growing dilemma for policymakers: on one hand, tariffs could keep inflation elevated, arguing for staying higher for longer; on the other, job m

$CyberArk(CYBR)$ Fortifying the Digital World While Building Shareholder Value Cybersecurity is no longer a niche concern—it’s a core pillar of modern enterprise infrastructure. From ransomware attacks on global logistics to stealthy intrusions targeting critical infrastructure, the threats facing digital assets are multiplying in both frequency and sophistication. Against this backdrop, CyberArk Software Ltd. (NASDAQ: CYBR) has emerged as one of the most focused players in identity security, zero-trust access, and privileged account protection. Following another strong quarterly showing and improved guidance, investors are asking: Is CyberArk a strong buy at current levels, or is the stock already pricing in peak optimism? With accelerating growt

$CyberArk(CYBR)$ CyberArk Software (NASDAQ: CYBR), a leader in identity security and privileged access management (PAM), continues to demonstrate robust growth in an increasingly threat-prone digital landscape. With enterprises prioritizing zero-trust frameworks and compliance mandates, CyberArk’s solutions are in high demand. The company’s shift to a subscription-based model has fueled recurring revenue, while its expanding product suite positions it for long-term dominance. But with shares trading at a premium, is now the right time to invest? We analyze CyberArk’s financials, valuation, and future prospects to determine whether investors should buy, hold, or sell in July 2025. Accelerating Growth and Profitability CyberArk has transitioned succ

$Chipotle Mexican Grill(CMG)$ Chipotle Mexican Grill’s stock experienced a sharp decline following its Q2 2025 earnings report, which unveiled a second consecutive quarter of comparable-store sales contraction, accompanied by a revision to its annual sales outlook. The company cited economic uncertainty, inflation-induced belt-tightening among consumers, and weaker dine-out traffic as core drivers. Shares fell approximately 10–13 percent in after-hours and pre-market trading, wiping out much of the prior year’s gains and raising alarm bells for investors. The downturn has forced Chipotle to temper its previously optimistic growth projection—now forecasting flat comparable sales for 2025. Despite this setback, management insists the brand’s fundamen

$Chevron(CVX)$ is scheduled to report its fiscal Q2 2025 earnings on Friday, August 1, 2025, before the market opens. EPS (Earnings Per Share): The Zacks Consensus Estimate for EPS is approximately $1.66, a drop of nearly 35% from the $2.55 reported in Q2 2024. Revenue: Revenue is expected to be around $47.1 billion, representing an almost 8% decrease from the same period last year. In Q1 2025, Chevron (CVX) reported adjusted earnings of $3.8 billion, or $2.18 per share, which beat the analyst consensus of $2.15. Despite this, revenue of $47.6 billion fell slightly short of expectations. The company's earnings were significantly lower year-over-year, primarily due to lower crude prices and refining margins, and higher expenses. However, this was la

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The U.S. stock market in July 2025 is riding a wave of optimism, with the S&P 500 and Nasdaq Composite hitting record highs, as reported by Charles Schwab and Trading Economics. This follows a turbulent first half marked by a significant crash in April, largely attributed to new tariff policies under the Trump administration, according to U.S. Bank. Despite this, investors have shifted focus to strong corporate earnings and stable economic data, creating a fertile ground for trading opportunities. Below, we explore the key market movements, stocks to watch, and potential trading strategies for July 31, 2025. Market Context and Key Movements Recovery from April Cras

$VeriSign(VRSN)$ VeriSign's stock took a significant hit following revelations that Warren Buffett’s Berkshire Hathaway sold nearly a third of its long-held stake in the domain name and internet infrastructure company. As markets absorb the implications of this high-profile divestment, investors are left questioning the company's long-term growth story amid evolving internet infrastructure and cybersecurity demands. Buffett's Quiet Exit Sends Shockwaves VeriSign Inc. (NASDAQ: VRSN), a low-profile but highly profitable company that manages domain name registries such as ".com" and ".net," saw its shares plunge sharply after it was disclosed in Berkshire Hathaway’s latest 13F filing that the Omaha-based investment conglomerate sold approximately one

$UnitedHealth(UNH)$ UnitedHealth Group (NYSE: UNH) released its second-quarter earnings, and the market reacted swiftly—shares fell more than 5% on the day. While there are both encouraging and concerning aspects to the report, this latest development reflects a pivotal moment for long-term investors. Today, I’ll walk you through what surprised me, what didn’t, and why I opted not to buy the dip—despite holding a position purchased at $420 per share, now down roughly 37% from that level. Although my UNH stake remains up 31% overall across the broader portfolio, I refrained from averaging down today. Here's why. A Massive EPS Miss Overshadows Revenue Beat The company reported a significant earnings miss, with adjusted EPS coming in at $4.08, well be

$Trade Desk Inc.(TTD)$ Soaring Valuation Meets Slowing Growth The Trade Desk Inc. (NASDAQ: TTD), a perennial Wall Street favorite in the digital advertising space, has delivered exceptional returns since its 2016 IPO. With a visionary founder-CEO in Jeff Green, a platform that continues to take market share, and a deep bench of partnerships across the digital ad ecosystem, it’s no surprise TTD is often touted as one of the best-run ad-tech firms in the world. Yet as we approach the company’s Q2 2025 earnings announcement in early August, the question looms: Is The Trade Desk now too richly priced for its own good? Trading at over 70 times forward earnings and more than 20 times sales, TTD stock reflects sky-high investor expectations that may not a

$IBM(IBM)$ A Moment of Truth for Big Blue IBM's stock declined modestly following the release of its second-quarter 2025 earnings report, which—while surpassing consensus estimates—revealed a notable slowdown in the company’s software growth. The reaction from Wall Street was swift but measured. While the company remains fundamentally sound and continues to benefit from AI-related tailwinds, investors appear increasingly concerned about revenue concentration and muted growth from its enterprise software division—long considered the backbone of IBM’s transformation story. Despite strong performance in its consulting and infrastructure arms, the deceleration in its higher-margin software business has raised fresh questions about the sustainability of

$Meta Platforms, Inc.(META)$ shocked the market with its Q2 earnings report released on July 30th after-hours, as the blowing up of its main business (advertising revenue +21.5% against the trend, operating profit +38%) far exceeded the expectations, and the raising of the lower end of the Capex ($66B-$72B vs. previous $64B-$72B) boosted the market sentiment for AIMETA's after-hours surge was 12%, as the company raised its guidance for the next quarter ($47.5B-$50.5B vs. previous $46.3B), boosting AI sentiment.One of the key reasons for META's surge is that the market was previously worried about it (e.g., tariffs, EU antitrust, AI grabbing, corporate culture revelations, etc.), while the market's Q2 earnings expectations were relatively conserva

$Novo-Nordisk A/S(NVO)$ Shares of Novo Nordisk A/S dropped sharply—losing around 23% in just one session—as the company issued its second profit warning of 2025. The unexpected cut to full‑year sales and operating profit guidance marks a turning point for the Danish pharmaceutical giant, casting doubt on its ability to maintain dominance in the high-stakes U.S. obesity drug market. With increased competition from Eli Lilly and a surge in unauthorized “compounded” versions of its blockbuster weight‑loss therapies Ozempic and Wegovy in the U.S., investor confidence has plummeted overnight. Performance Overview and Market Feedback Novo Nordisk now expects full‑year sales growth of 8–14%, down sharply from its previous projection of 13–21%. Operating p

💰 Stocks to Watch Today (31 July) 1. News & Market Movers: • Microsoft (MSFT) & Meta (META): Both hit all-time highs after crushing earnings. Strong AI commentary and robust cloud/ad growth make them top watches—will momentum continue, or do we see some profit-taking? • AMD (AMD): Reporting after the bell. With Bank of America’s recent $200 price target upgrade and AI shipment optimism, expect fireworks. Guidance and new customer wins will be key. • Nvidia (NVDA): Riding capex waves from Alphabet and tech giants—watch for sympathy moves if AMD’s results impress. • Singapore Banks (DBS, OCBC): DBS at all-time highs, OCBC reporting this week. Margin pressure and NIM trends in focus; any surprises could trigger sector moves. • China Tech/HSI: Heng Seng Index holding above 25,000, Chin

The iShares Bitcoin Trust ETF (IBIT) has surged nearly 75% in the past year, keeping pace with Bitcoin’s own climb past $120,000. That might seem like a late entry point — but I believe the real story isn’t about past returns. It’s about what happens when accelerating demand meets a structurally shrinking supply. We’re not just witnessing a rally. We’re watching a capital bridge form between legacy finance and digital assets. Scarcity meets demand. Something’s building beneath the surface Institutional-Grade Access Without the Hassle IBIT has become the leading spot Bitcoin ETF, offering regulated, transparent exposure to BTC without the friction of cold wallets or exchange risk. It now manages over $87 billion in assets, with more than 39 million shares trading daily. Its net asset value