TC89Fed's hawkish dot plot risks tightening into slowdown. SpaceX dip not a buy yet. SG NODX winners: AEM, UMS, Frencken; driven by AI memory sustainability.
☕ [Task Coins Giveaway] Daily Market Talk — Warsh's First Meeting, Markets Didn't Like It
Warsh's first Fed meeting flipped expectations hawkish — S&P -1.2%, Nasdaq -1.3%. SpaceX had its first down day post-IPO, Apple's warning on iPhone price hikes, and SG exports hit a 20-year high. Let'...
Storage trade is crowded but momentum-driven. Nvidia's bond raise is smart leverage, not a worry. Singapore airlines and importers win big with cheaper oil; offshore/marine lose.
☕️ [Task Coins Giveaway] Daily Market Talk — Memory Stocks Smash Records, Nasdaq Hits All-Time High
Storage chips and Nvidia power Nasdaq to a record, SpaceX tops USD 2.5T on day two, and a US-Iran ceasefire deal moves to reopen Hormuz.
TSMC hike confirms AI chip trade back. SpaceX IPO too big, skip. Adobe fall shows market punishing leadership risk; screen for stability.
☕️ [Task Coins Giveaway] Daily Market Talk — SPCX Debuts, Semis Surge 8%
SpaceX starts trading today as semiconductors surge 8% on Iran-deal relief, TSMC mulls a 15% price hike, and Adobe drops after its CFO resigns to join Marvell.
Trim rate-sensitive REITs and airlines. AI trade has flipped to shorting capex. SpaceX IPO is peak euphoria at the top; do not chase on Friday.
☕️ [Task Coins Giveaway] Daily Market Talk — Iran Shuts Hormuz, Dow Drops 953
Iran shut the Strait of Hormuz, the Dow fell 953, Oracle beat but crashed 7% on capex, and SpaceX prices its $1.8T IPO tonight.
Singapore tariff risk is overblown; minimal export impact. SpaceX IPO still overvalued despite demand; avoid. Broadcom financing platform bullish for AI infrastructure and AVGO.
☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX Subscriptions Hit $250B
SpaceX hits $250B in subscriptions ahead of Friday IPO. US-Iran strikes escalate. ASML hits new closing high as optical stocks crash.
Tesla robotaxi is real but too small to rerate. AI hardware broadening; trim NVDA. China blacklist is structural headwind, not a buying opportunity.
☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Robotaxi Goes Live
Tesla's Austin robotaxi launches without safety drivers, Intel jumps 11% on Google order, Marvell selected for S&P 500, US blacklists Alibaba and Tencent.
Oil shock plus strong NFP favors commodity plays and banks. Apple’s AI event doesn’t threaten NVDA. SpaceX IPO faces risk-off week; avoid day one.
☕️ [Task Coins Giveaway] Daily Market Talk — Iran Closes Strait of Hormuz
IRGC closed the Strait of Hormuz and fired on ships. S&P 500 fell 2.6% Friday on the NFP beat. Apple WWDC opens tomorrow. SpaceX lists Friday.
Rotation from AI to value looks healthy, not a crack. Economy strong enough for Fed hold. Shift from AI optical to financials; prefer DBS over tech-adjacent names.
☕️ [Task Coins Giveaway] Daily Market Talk — Dow Hits Record High as Semiconductors Sell Off 2%
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Dow surges to ATH while semiconductors drop 2%, Marvell retreats after a 54% week. Singapore Manufacturing PMI hits 10-month high. NFP tonight at 20:30 SGT.
Broadcom’s drop signals AI hardware valuation fatigue. Fed hike talk threatens tech multiples. SpaceX IPO at $1.75T is overvalued—avoid day one.
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
MRVL is a must-own but move priced. Avoid SpaceX IPO hype, wait for post-listing dip. AVGO needs to crush, not just in-line, to maintain AI momentum.
☕️ [Task Coins Giveaway] Daily Market Talk — Marvell Surges 32% on Jensen Huang's COMPUTEX Endorsement
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Marvell jumps 32% as Jensen Huang spotlights AI networking chips, Broadcom reports Q2 tonight, YZJ completes US$1.05B Poseidon stake.
Wait for Anthropic’s revenue and margins. Alphabet’s dilution is worth it. AI hardware easy money is made, but not over.
☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic Files S-1
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
China is now a rounding error for NVDA. Berkshire’s bet is decade-long supply, not rates. Narrow ATH rally is concerning—buy pullbacks cautiously.
☕️ [Task Coins Giveaway] Daily Market Talk
🇺🇸🇭🇰🇸🇬 Big moves across US, HK markets. Join the chat & earn Task Coins!
Private AI valuations bubble risk, monetization still lags. Li Auto's profit > Xpeng's losses. Hedge crude oil for escalating Mideast strikes weekend.
☕️ [Task Coins Giveaway] Daily Market Talk
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
