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Friends, the June paper trading competition is entering its final week.
Looking back on this month, the market practically handed us a full textbook — a crash, a recovery, euphoria, and now renewed back-and-forth. Today, I want to tie the whole month together and look at what to watch this week.
🔁 1. This Month, the Market Completed a Full Cycle
Remember the "disaster day" at the start of the month? On June 5 the Nasdaq plung...
Looking back on this month, the market practically handed us a full textbook — a crash, a recovery, euphoria, and now renewed back-and-forth. Today, I want to tie the whole month together and look at what to watch this week.
🔁 1. This Month, the Market Completed a Full Cycle
Remember the "disaster day" at the start of the month? On June 5 the Nasdaq plung...
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As a company that was net loss-making at the time of its IPO, $SpaceX (SPCX.US)$ may replicate $Tesla (TSLA.US)$ ’s arduous path to turning profitable. This is especially challenging given the high capital expenditures and R&D spending required by xAI, one of its three major business segments. Intense bullish and bearish sentiment will amplify SpaceX's volatility, creating opportunities for tactical buying o...
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$SpaceX (SPCX.US)$
Is everyone ready for the most anticipated and largest IPO in history.
Already over subscribed with 4 x the demand and high expectations building up .But, some analysts warn that Space x valuation is inflated and will fall short of expectations. What do you think? will it meet/exceed expectations, or will it fall short and disappoint. Feel free to share your thoughts and opinions.
Is everyone ready for the most anticipated and largest IPO in history.
Already over subscribed with 4 x the demand and high expectations building up .But, some analysts warn that Space x valuation is inflated and will fall short of expectations. What do you think? will it meet/exceed expectations, or will it fall short and disappoint. Feel free to share your thoughts and opinions.
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$Grab Holdings (GRAB.US)$ His great-grandfather was a taxi driver.
His grandfather took that knowledge and built Tan Chong Motor, becoming the exclusive distributor for Nissan in Malaysia.
His father, Tan Heng Chew, grew it into one of the country's largest automotive companies, listed on the Kuala Lumpur Stock Exchange.
Anthony Tan, the youngest of three sons, walked away from all of it.
That's the detail most people miss about Grab.
This isn't a scrappy underdog story but th...
His grandfather took that knowledge and built Tan Chong Motor, becoming the exclusive distributor for Nissan in Malaysia.
His father, Tan Heng Chew, grew it into one of the country's largest automotive companies, listed on the Kuala Lumpur Stock Exchange.
Anthony Tan, the youngest of three sons, walked away from all of it.
That's the detail most people miss about Grab.
This isn't a scrappy underdog story but th...
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$Grab Holdings (GRAB.US)$ After watching the video, Nick repaid the money—had to make a pilgrimage to see it
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🔴 Hotspot 1: Full-blown AI chip celebration — NVDA hits a new high + CBRS soars 68% + H200 export ban lifted for China ★★★★★
▸ Core Logic:The US government approved the export of the H200 chip to 10 Chinese companies, directly boosting expectations for NVDA's revenue recovery in China. NVDA surged from 229.90 to 235.74 throughout the day, hitting a new high. On the same day, Cerebras (CBRS) made its Nasdaq debut, opening at 185 and skyrocketing to 311 (+68%). The market priced it as an "NVDA challenger + pure computing power concept," which instead created a positive feedback loop — the emergence of a new story proves that there are still incremental narratives in the AI computing power sector, boosting the entire ecosystem. POET Photonics (+43%) is an independent track, not reliant on NVDA’s performance, but benefited from the sentiment boost on CBRS's listing day.Counterintuitive point:INTC fell -7.57% on the same day, completely diverging from the sector — Intel is not part of the beneficiaries of the H200/AI computing power trend, and is instead facing valuation pressure due to AI chips replacing traditional x86 computing. This represents structural divergence rather than a shift in the AI theme.
▸ Key price:
$NVIDIA (NVDA.US)$NVDA 229.90→235.74(+4.4%), night session 236.37 |
$Cerebras Systems (CBRS.US)$ ...
▸ Core Logic:The US government approved the export of the H200 chip to 10 Chinese companies, directly boosting expectations for NVDA's revenue recovery in China. NVDA surged from 229.90 to 235.74 throughout the day, hitting a new high. On the same day, Cerebras (CBRS) made its Nasdaq debut, opening at 185 and skyrocketing to 311 (+68%). The market priced it as an "NVDA challenger + pure computing power concept," which instead created a positive feedback loop — the emergence of a new story proves that there are still incremental narratives in the AI computing power sector, boosting the entire ecosystem. POET Photonics (+43%) is an independent track, not reliant on NVDA’s performance, but benefited from the sentiment boost on CBRS's listing day.Counterintuitive point:INTC fell -7.57% on the same day, completely diverging from the sector — Intel is not part of the beneficiaries of the H200/AI computing power trend, and is instead facing valuation pressure due to AI chips replacing traditional x86 computing. This represents structural divergence rather than a shift in the AI theme.
▸ Key price:
$NVIDIA (NVDA.US)$NVDA 229.90→235.74(+4.4%), night session 236.37 |
$Cerebras Systems (CBRS.US)$ ...
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$SMX (Security Matters) (SMX.US)$
guys please can some read the chart and advise ehat is the expected price to be reached?
guys please can some read the chart and advise ehat is the expected price to be reached?
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$SMX (Security Matters) (SMX.US)$
our dream for this stock
to reach 500 $
let's do it hold your shares
never ever to sell untill 500 $
our dream for this stock
to reach 500 $
let's do it hold your shares
never ever to sell untill 500 $
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Key Takeaways:
• U.S. Weighs 82nd Airborne Deployment for Iran Contingencies
• AWS Bahrain Region Disrupted Amid Middle East Conflict
• Estée Lauder in Talks to Acquire Spanish Beauty Group Puig Brands
🔔Before the Bell
U.S. stock futures were little changed on Tuesday following a rebound in the major averages during the prior session.
$E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$ went down by 0.01%;
$E-mini S&P 500 Futures (SEP6) (ESmain.US)$ went down...
• U.S. Weighs 82nd Airborne Deployment for Iran Contingencies
• AWS Bahrain Region Disrupted Amid Middle East Conflict
• Estée Lauder in Talks to Acquire Spanish Beauty Group Puig Brands
🔔Before the Bell
U.S. stock futures were little changed on Tuesday following a rebound in the major averages during the prior session.
$E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$ went down by 0.01%;
$E-mini S&P 500 Futures (SEP6) (ESmain.US)$ went down...
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