Foldable phone is a novelty, not a mainstream. Not likely to gain wide adoption…
Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...
Folderable phone is a niche area, the adoption is not so high so I wouldn’t see it as the next thing…
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
Look out for China cpi. Continued low or negative value will cause involution and affect other countries
OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...
Sep 11 US CPI is the crux… If up, interest rate hike remains on table..
US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...
Non farm payroll is impt, coupled with fed governor comments
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
US non farm pay roll is an important indicator… need to watch the real economy
Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...
Watch out for the treasury yield. This may trump individual good results from company…
US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...
Oil is going up again… inflation is real… even if inflation seems managed, it might just be shrinkflation…
Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...
Warsh is just dodging the question and trying to shift it to the market. But market doesn’t seem to buy it
Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...
Jackson hole is probably the most important for this week, although details may be scant
One stock added $442 billion and ten of eleven sectors still closed red. Tonight a brand new Fed chair speaks, and Singapore's factory data quietly says the AI trade is real.
Inflation is hotter.. means higher interest rates for longer…
Nvidia's $108B guide lifted software with it, but PCE at 3.7% leaves Friday's Warsh keynote deciding the week. Singapore's quieter number: core inflation at a 21-month high of 2.0%.
Went up by quite a bit, but beware of round tripping…
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Tariffs is going to drive inflation higher. Even though oil price dropped, the compliance and operational costs are escalating and likely to remain high
Nvidia snapped its seven-day losing streak Tuesday, closing up 2.2% to $213.05, hours before its most anticipated earnings report in years drops after today's close. The rally came alongside a third s...
