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Question is will investor still care about the tariff negotiations.. After all this whole issue has been around for so long and markets have been able to climb a wall of worries to near all time highs.

Interesting that the news are not quite reporting the surge in the crypto markets and the crypto related stocks. Shall see if the rally can be sustained.

Moderna was the real excitement even though I don't hold their shares. Fun fact, Moderna is part of S&P500, so anyone holding VOO or any S&P500 ETF actually benefitted indirectly. :)

Markets have largely rebounded over the last two weeks. Not surprising to see some form of a pullback as people take profits. Time in the market is still better than timing the market for most.

Selected AI stocks are still doing very well, indicating this AI wave still have a long way to go. But one has to be increasingly selective.

With CPI and PPI out of the way, it is back to earnings for the remaining companies. Interesting to see if there will be a pullback from all time highs or we go higher from here.

Strong showing from various earnings such as Coreweave and Nebius, though bottom line still showed a net loss. Unlike RAM stocks where earnings are robust, it is up to investors and markets to decide what is the reasonable valuation for this group of pre profit stocks.

$AST SpaceMobile(ASTS.US)

ASTS are the guys building satellites that let regular smartphones connect straight to space, no special hardware needed. They have got deals with like 60 mobile carriers covering billions of subscribers, just launched bigger next-gen satellites. Still pre-profit though. Q2 earnings just missed estimates and the stock has been choppy. High risk, but high upside space bet.

Earnings so far meeting expectations for most. Watching the CPI print tonight. Might give markets a further boost if the data is favourable.

PH over, back to the markets. Still lots of earnings to be reported in the coming days and weeks. Hopefully to get a better sense how different sectors of the AI supply chains are doing.

While new highs are positive, have to balance between staying invested for the long term versus fomo trading. Happy belated birthday Singapore!

$Zeta Global(ZETA.US)

Zeta Global (ZETA) is worth considering. Not financial advice of course, purely a sharing. It's this AI-powered marketing platform that's just been crushing it lately. 20 straight quarters of beating expectations, finally turned GAAP-profitable, and revenue's growing like 50% a year. They just partnered with Palantir and locked in a $1B credit line for deals. Wish me all the best, hehe!

SpaceX unlocking of shares is interesting to watch and monitor. Worth considering if there is a margin of safety for the entry price.