uhhh... the Unitree IPO is more than 8000 times oversubscribed by retail investors.
The demand for pure play humanoid companies is absolutely enormous?I'm personally in the US-based Agility Robotics club (Softbank, $NVIDIA(NVDA.US), $Amazon(AMZN.US), Foxconn, etc), at $2.5B premoney via $Churchill Capital XI(CCXI.US). And my take is that Unitree likely opening at $30B+ (from pre-ipo perps), might bring the leading US players some more attention in a week or two. Regardless that's just absurd demand.
Share your thoughtsWhat's on your mind?
0 / 2,000
- S
Just some near term events:
- OCP APAC tomorrow (Ayar, Lightmatter, $AMD(AMD.US), $NVIDIA(NVDA.US)) and your CPO players are giving announcements/updates.This should be a catalyst for certain optical players.- Earnings week: with $AST SpaceMobile(ASTS.US), $Rocket Lab(RKLB.US) reporting today (space), $Lumentum(LITE.US) on Tuesday (photonics), $Nebius(NBIS.US) in the middle of the week (Neocloud), and more.- Unitree IPO subscriptions opened up today and Listing is expected this month.Should be a potential catalyst for the humanoid + robotics sector if it opens up well eg. $Churchill Capital XI(CCXI.US).Fun week ahead. - M
Breaking: Michael Burry has disclosed his updated positions
He: • Added to Lululemon $Lululemon(LULU.US) long at $127.45 • Added to Freddie Mac $Freddie Mac(FMCC.US) long at $5.43 • Added to Mercado Libre $Mercadolibre(MELI.US) long at $1812.39• Added to Fiserv $Fiserv, Inc.(FISV.US) long at $51.93• Added to Zoetis $Zoetis(ZTS.US) long at $72.72• Added to Semiconductor ETF $SOXX short at $541Burry left his Tesla and Palantir shorts untouched - L
Skill Workshop | Golden Touch, or Top Tuition Payer? Portfolio Report is live
Portfolio Report is live: one sentence gets you P&L attribution, what worked and what didn't, risk flags and a trader title.
Share your report card in the comments for 288 Task Coins and a shot at an AI Pro card.SKILL 工坊 - B
$XL2CSOPHYNIX(07709.HK) closed 1,000 shares at 32.50. Currently holding 3,000 shares, slightly above water. Working hard for dinner! Just made plans to eat and drink with Kai Zi friends.
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The datacenter fight in the US has so far run through county boards and city councils. But that ended on July 14, when Gov Kathy Hochul signed Executive Order 62 and New York became the first state to implement a datacenter moratorium. (1/5)🧵
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Circle (Trans): Arc goes live on Sep 16; other rev. guidance doubles
Arc mainnet is slated for Sep 16, and a $242 mn token presale lifted full-year other revenue guidance to $310–330 mn (vs. $150–170 mn).
However, reserve yield fell 66 bps YoY to 3.48%, and the total digital asset market cap shrank ~40% YoY, constraining USDC circulation growth to 19%.The company still targets a 40% cross-cycle USDC CAGR.CircleConference Minutes - T
$VG S&P 500(VOO.US)
Stay calm and invest :)
- H
📢 Companies Reporting Earnings Next Week
$Vertex Pharma(VRTX.US) $ON Semiconductor(ON.US) $BWX Tech(BWXT.US) $Diamondback Energy(FANG.US) $Snap(SNAP.US) $Grab(GRAB.US) $Palantir Tech(PLTR.US) $Spotify(SPOT.US) $Caterpillar(CAT.US) $McDonald's(MCD.US) $Wix.com(WIX.US) $Cipher Digital(CIFR.US) $Hut 8 Mining(HUT.US) $Digitalocean(DOCN.US) $SpaceX(SPCX.US) $AMD(AMD.US) $Zeta Global(ZETA.US) $Opendoor Tech(OPEN.US) $Astera Labs(ALAB.US) $ViaSat(VSAT.US) $Circle(CRCL.US) $CVS Health(CVS.US) $Disney(DIS.US) $Eli Lilly(LLY.US) $EOS Energy Enterprises(EOSE.US) $GlobalFoundries(GFS.US) $Riot Platforms(RIOT.US) $Unity Software(U.US)ber Tech(UBER.US) $Shopify (SHOP.US) $Mercadolibre(MELI.US) $Western Digital(WDC.US) $Advance Auto Parts(AAP.US) $Sandisk(SNDK.US) $Block(XYZ.US) $Duolingo(DUOL.US) $Sandisk(SNDK.US) $IonQ(IONQ.US) $Kratos Defense & Security(KTOS.US) $Oklo(OKLO.US) $Unity Software(U.US) $Oscar Health(OSCR.US) $Datadog(DDOG.US) $D-Wave Quantum(QBTS.US) $Trade Desk(TTD.US) $Draftkings(DKNG.US) $MP Materials(MP.US) $Mara(MARA.US) $Red Cat(RCAT.US) - G
The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%, with three officials dissenting in favor of raising rates. The committee repeated their pledge to “deliver price stability” and officials will get fresh inflation data Thursday, amid mounting pressure and uncertainty around the Iranian conflict and inflation.
NDX rose +0.3% following the decision, two-year bond yields fell from 4.32% to 4.26%, and odds of a Sept rate hike dropped to 75% from 95%before the decision. This decision shouldn’t change investors’ perception of future monetary policy, with a single word change in the entire statement. Everything about today’s announcement speaks patience. Below is what changed in today’s Fed statement vs the June 17 statement.Fed Chair Warsh’s press conference starts at 230pm ET. - も
Starting the week with a huge milestone!
The portfolio is showing fantastic upward momentum across multiple sectors:
SingTel (Z74) has broken out to an impressive +6.33% gain (+270 SGD), continuing its run as our primary growth engine.
CapitaLandInvest (9CI) made a massive leap forward, surging to +4.40% (+110 SGD).
Genting Sing (G13) maintains a strong +2.45% return (+75 SGD).
CapLand Ascendas (A17U) surged solidly back into the green at +2.00% (+50 SGD).
Mapletree Log Tr (M44U) remains a rock-solid stabilizer at +1.52% (+45 SGD).
Even Sembcorp Ind (U96) continues to bounce back nicely, narrowing its pull-back to -3.73% (-84 SGD).
With 5 out of 6 holdings solidly in positive territory and our heavyweights driving strong gains, patience in our core allocation is paying off big time. Holding strong!
Trade Showcase: Trade, Show & Earn Rewards! - N
Korea’s AI moment came to San Francisco last week 🇰🇷
President Lee Jae Myung joined @JensenHuang and some of the biggest names in technology, industry and research to accelerate Korea’s full-stack AI ambitions.Source: NVIDIA_X
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Major news on CXMT & YMTC all at once.
1. CXMT plans expansion that may more than double monthly wafer output2. CXMT inks five-year ByteDance supply agreement valued over $7 billion. 3. Trump administration split on additional limits for CXMT, YMTC4. YMTC executives pushing internally for trillion-yuan IPO valuation target5. CXMT, YMTC in some cases charge more for memory chips than Samsung, SK Hynix6. Apple sought assurances CCXMT won't be added to U.S. entity list. - J
$SpaceX(SPCX.US)$Sandisk(SNDK.US)
SanDisk is a short candidate because its valuation appears stretched after a strong rally, leaving little room for disappointment. If earnings or guidance fall short of high market expectations, investors may take profits, leading to a sharp price correction. The cyclical nature of the NAND memory market also adds downside risk.
- V
Duan Yongping, the stock god, supports Musk
Sold the put on $SpaceX(SPCX.US)
I'll have to wait and see if I can bottom-fish 😂
- M
Time to buy more and consolidate.
Trade Showcase: Trade, Show & Earn Rewards! - S
$SIVE CEO buys 70K shares today.
I don’t really comment much on insider buying/selling, since it’s not exactly a fundamental catalyst.But given the company’s future is dependent on the CEO’s vision + execution, from NASDAQ listing, M&A, to scaling:It’s extremely positive to have Vickram be completely aligned with the shareholders - も
Sharing a quick update on my SG holdings as seen in image.png. It’s great to see a sea of green today! My larger weights, Mapletree Log Tr and SingTel, are putting in solid work with gains of +1.66% and +2.11% respectively, providing nice stability. Seatrium is the star performer today, climbing +3.81%. Intl Cement is down a tiny -1.56%, but at a 0.04% weight, it’s negligible. Happy with how this is shaping up—definitely holding for now!
Feel free to tweak the wording to match your personal trading strategy or goals! What are your thoughts on adding more to Seatrium or Mapletree at these levels?
Trade Showcase: Trade, Show & Earn Rewards! - D
NVDA $25bn jumbo bond; Pop Mart 'Dream Home' suspended | Daily News Recap
0616 | Dolphin Focus: 🐬 Macro/Industry — 1) NBS data show May retail sales fell 0.6% YoY and 0.38% MoM, with goods consumption soft while F&B and rural retail posted modest gains. Industrial value-added (above designated size) rose 4.5% YoY, up 40bps vs. Apr as new growth drivers strengthened the production side.
Supply and demand diverged: the recovery in domestic demand remained weak, while manufacturing upgrade and transformation accelerated. Near term, this weighs on valuations across consumer plays.
However, computing power and new energy equipment—representative high-end manufacturing—show resilient fundamentals. The data underscore ongoing pressure on internal demand repair...
Today’s Key News Recap - L
BMNR Extreme Value Deduction 6.2
Over the past half month, BTC has fallen quite a bit, mainly due to ETF net outflows. From the data, there were only four or five days of ETF net inflows in May, with outflows on all other days. In fact, there have been continuous net outflows for over ten days from May 15th until now. For liquidity-sensitive assets like crypto, ETF fund flows have a significant impact on daily price movements. Meanwhile, MSTR has also started selling coins to pay interest. Although they only sold 32, which is negligible compared to their total holdings, this breaks Saylor's previous promise of never selling coins. The essence of DAT's business model is to hold the underlying assets long-term, not to buy low and sell high for short-term trading...
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