Fattycat

$Intel(INTC.US)$Tesla(TSLA.US)$Alphabet(GOOGL.US)

The Bull 🐂 , The Bear 🐻 , The Winner 🏆 & The Loser – TSLA / GOOGL / INTC

📍 Biggest Winner: GOOGL

Google stands out for one simple reason: its P/E ratio finally makes sense to me. While other AI plays trade at sky-high premiums, GOOGL’s forward P/E stays very reasonable 26.59.

Furthermore, I see rising Cloud margins and AI boosting Search ad revenues as a high growth cash cow.

In my view , the market is just starting to catch on to this AI leader trading at a discount. Hence, I see more upside than downside.

🎲 Biggest Loser: TSLA

Tesla looks set to lag because its P/E is 372 and P/B ratio at 17x . The current share price is priced for total perfection and totally over stretched. No room for any mishaps.

With this massive premium to traditional automakers and its EV competitors, I see more downside than upside.

Traders will give an excuse to dump the shares with any dissatisfaction with its financial results. For example, a small sign of falling margins could send its P/E sliding sharply lower.

For further information, BYD has PE ratio of 26 times and P/B ratio at 3.12 times .

Therefore, Tesla needs flawless progress on robotaxis and news of new technology breakthrough for its new EV models just to support its stretched valuation.

🔷 INTC ( Neutral- not interesting😆 at all )

Intel is currently trading at P/B 4.63x, share price $102.79.

It has a deep-value turnaround story but it lacks the near-term catalysts to outperform the other two this earnings season. Hence, I do not see any material movement in its share price.

Cross my fingers and pray for my predictions 😆.

$SpaceX(SPCX.US)

🚀 This Thursday is huge day for SpaceX 🚀

Either Make or break for SpaceX

This launch is all or nothing for its stock.

Right now, the market is extremely downbeat:

📉 Trading below IPO price

📉 47% off its peak

👉 Success = way bigger upside than a regular launch

👉 Failure = deeper doubts about execution — especially since the stock is still priced far above its actual revenue

Expect big swings either way. Mood is fragile, bets on a drop are high, so every move will be amplified.

Are you ready for it 🤔?

$BABA-W(09988.HK)

All the good news around Alibaba is already showing in its share price . It is now trading up 5% in HK trading to HKD118.4☺️

What is driving it:

✅ Unveiled Qwen 3.8 Max preview

✅ open-source - full model weights soon ( speculation )

✅ Qwen to be integrated into Apple products

Analysts see this as a huge milestone for AI commercialisation. The Apple partnership is a strong endorsement that could fuel business expansion and lift its valuation going forward.

Baba let’s go 🚀🚀🚀

$Gold.com(GOLD.US)

🏆[Weekly] Gold Update: Bears Take Control – Worst Weekly Drop Since June!

It been a tough week. Gold prices, XAU/USD, are down ~3.2–3.4% and it is officially the sharpest weekly fall since early June.

What’s driving the selloff?🤔

Energy-led inflation fears are back! Tensions flaring between the US and Iran sent oil prices spiking, stoking worries that inflation will stay stuck high.

Fed officials have stepped up with hawkish comments. Since gold earns no interest, rising rate expectations knock its appeal hard.

🔍 Techincal Snapshots

✅ Daily: Late Friday bounce to $4,017.31 (+1.02%) bit it is still well below the 20-day mid-band at $4,073.70.

Good news: it held support at the lower Bollinger Band around $3,948.74. Daily RSI at 41.39 = bearish momentum but not yet oversold.

✅ 4-Hour: Price is stuck right at the mid-band ($4,022.09) . It is acting as immediate resistance now. Support sits at $3,960.53; 4H RSI at 42.72 = neutral for now.

💡 The Verdict

$3,950 is THE critical level to watch. If oil-driven inflation keeps lifting the US dollar, we could see these lows retested fast.

Guard your own capital, track energy prices closely and stay flexible!

Not financial advice. Do your own DD 😁.

$BTC/USD(BTCUSD.HAS)

🏆 [Weekly] Bitcoin lover: Macro Relief Clashes With Structural Friction

Bitcoin is displaying resilience, holding steady around $63,935 after briefly piercing a three week high near $65,000.

A notable slowdown in U.S. consumer inflation has provided short-term macro stability.

🔷 Technical Snapshots

🟢 4-Hour Chart:

The short-term picture is a tight battlefield. Bitcoin is testing immediate support at its middle Bollinger Band ($64,170), with the price currently oscillating at $63,935.

Overhead resistance is strong at $65,398, while a neutral RSI of 50.63 suggests a pause before the next significant move. A solid local support floor exists at $62,943.

🟢 Daily Chart:

The daily timeframe highlights a critical make-or-break consolidation zone. BTC is trading comfortably above its lower bands, testing the middle SMA ($62,863) as structural support.

A daily close above this level keeps the upper band target of $66,137 in play. The daily RSI is a healthy 51.89, confirming that mid-year selling exhaustion has fully reversed.

🔷Fundamentals Snapshots

🟢 Macro Relief & Geopolitics: The latest U.S. CPI print showed headline inflation cooling to a 3.5% annual rate (down from 4.2% in May), with Core CPI dropping to 2.6%.

This has boosted trader confidence that the Fed will keep interest rates unchanged at 3.50%–3.75% in the July FOMC meeting. The crypto market has also remained unfazed by rising geopolitical tensions.

🟢 Flow Reversals: The record spot ETF outflows seen in June are finally easing, replaced by patchy but positive inflows that are countering late-quarter corporate selling.

🔷 The Verdict

The immediate trend is cautiously bullish, provided the daily support at $62,863 holds. A break above the 4-hour resistance at $65,398 could trigger a strong recovery rally toward $68,000.

Conversely, a failure to hold the $62,000 support level would reintroduce downside risks toward $59,589.

Not financial advice. Do your own DD😁.

$XIAOMI-W(01810.HK)

🚀 Xiaomi is officially far more than just a smartphone company!

Shares of XIAOMI surged over 6% this week after official approval for its MiMo AI model, a massive RMB 60 billion AI investment plan and groundbreaking new robotics releases.

🤖 What’s driving the excitement?

Sentiment is soaring around the launch of Xiaomi‑Robotics‑1, a Vision Language Action (VLA) model that marks a major leap forward in physical artificial intelligence.

As the infographic shows, this is no mere lab experiment:

• Trained on over 100,000 hours of real‑world movement data

• Follows clear scaling laws: performance improves predictably as data and model size grow

• Masters complex physical tasks – such as loading laundry or refilling printers – in under 10 hours of demonstration on average 🧺📦

Even more notable is real‑world industrial use: humanoid robots powered by Xiaomi‑Robotics‑0 are already being trialled on automotive assembly lines, carrying out precision work like fitting self‑tapping nuts and moving materials.

Together with Xiaomi‑Robotics‑U0 – a generative model that creates and enhances training data – Xiaomi is building a self‑sustaining robotics ecosystem.

Xiaomi is making a massive bet on its “Human‑Car‑Home Full Ecosystem” vision and the market is clearly taking notice.

Check out the infographic to see how these advances are paving the way for large scale robot deployment! 💥

$SPDR Gold Minishares(GLDM.US)

This week I started a position in GLDM (SPDR Gold MiniShares). It has fallen roughly 28% from its 52‑week high of $109.74, nearly a 30% pullback and I believe now is a good time to diversify my portfolio.

I chose GLDM over other gold ETFs for these key reasons:

✅ Ultra‑low cost: Just a 0.10% expense ratio, which is very attractive for long‑term investors

✅ Strong scale: Boasts a large $26.52 billion AUM, showing broad market trust

✅ Great liquidity: Tight spreads, solid volume, and cross‑listing in London make it easy to trade

For anyone building a long‑term gold allocation, GLDM’s efficiency and stability make it a standout pick. 🪙

I just redeemed my task coins and picked up this coffee tumbler from Longbridge!

It looks awesome. I am really happy with it.

Thank you Longbridge and happy weekend to all traders ☺️❤️☺️.

💎Adding Gold to Your Portfolio 🤔

Everyone loves gold! I trade XAU/USD CFDs regularly for years. I want to be clear it is extremely risky and I do not recommend it for others.

Today I want to share and discuss about proper gold exposure without the dangers of leveraged trading or the hassle of storing physical bars and coins.

There are many bullion ETFs that track gold prices or mining stocks/ETFs linked to gold producers. For example:

1️⃣ Physical Gold Bullion ETFs

These hold actual gold in secure vaults, giving you fractional ownership that tracks spot prices closely, minus management fees.

🟢 US Market Options:

• Low-cost for long-term holds: IAUM (0.09%) and GLDM (0.10%) – ideal for regular investing.

• High liquidity for active traders: GLD (0.40%) and IAU (0.25%) – deep volumes and options access.

• Geographic diversification: SGOL (0.17%) – part of its gold is stored in Zurich.

🟢 Singapore Market Options:

• LionGlobal Gold (GLS/GLU): Vaulted right here in Singapore, launched 2026.

• SPDR Gold (GSD): SGX-listed version of GLD, tradeable in SGD or USD, 0.40% fee.

2️⃣ Gold Mining Stocks & ETFs

You invest in companies that extract gold. Since their costs stay mostly fixed, profits swing sharply with gold prices – acting like 2x to 3x leverage: gold up 10% could lift miners 20–30%, but losses are amplified when prices fall.

❤️Popular Choices:

• ETFs: GDX tracks large giants like Newmont; GDXJ focuses on smaller, more volatile miners.

• Top Stocks: Newmont (NEM), Barrick Gold (GOLD), Zijin Mining (2899.HK).

✅ Which fits you?

• Stability & hedge: Pick low-fee bullion ETFs like GLDM or IAUM.

• Local convenience: Go for SGX-listed GLS or GSD.

• Higher risk & reward: Choose mining ETFs or leading producers.

But I have a wild side I picks the risky path 😆, easy to commit suicide 😂. Anyway good luck to your gold picks. Invest something you feel comfortable with. Do not FOMO.

Not financial advice. Please do your own due diligence😁.

$Netflix(NFLX.US)

NETFLIX DELIVERS STRONG Q2 RESULTS BUT STOCK DROPS ON GUIDANCE 🚀📉

Netflix just released its Q2 2026 earnings. Here’s the verified breakdown and market reaction:

💰 THE MONEY RECAP

• Revenue: $12.56 billion, up 13.4% year-over-year (slightly below the rounded $12.6B figure)

• Operating Income: $4.2 billion with a steady 33.4% margin

• Ads Business: Still on track to double to $3 billion in 2026

• Share Buybacks: Repurchased a record $4.7 billion this quarter alone

🎬 CONTENT & ENGAGEMENT

• Global Hits: Swapped ranked as one of their top animated releases; Harlan Coben’s I Will Find You led series charts as the biggest English-language premiere of 2026 with strong opening numbers

• Total Viewing: Members watched 97 billion hours of content in the first half of 2026

• Live Sports: Confirmed upcoming plans including NFL Christmas Gameday and the Fury vs. Joshua fight

🤖 INNOVATION UPDATE

• AI Integration: Generative AI is now used across 300+ productions to boost quality and efficiency

• New Features: Testing AI-powered voice search and expanding cloud gaming, with Netflix Playground seeing strong growth

📈 OUTLOOK & STOCK MOVEMENT

• Full-Year Guidance: Narrowed revenue target to $51.0–$51.4 billion

• Market Reaction: Despite solid results, shares fell roughly 8–9.6% in after-hours trading, sliding to around $67.87, as Q3 revenue guidance came in slightly below analyst expectations

The streaming giant keeps delivering, but the market is focused on what comes next. 👀

Check out my infographic below for a clear visual breakdown.

$SpaceX(SPCX.US)

Oh God! 🤣 What happened to my SpaceX? You are almost below IPO price.

Come on, wake up…. it’s time to fire up those rockets, show your power and fly again! 🚀😂 faster faster 😆.

$BYD COMPANY(01211.HK)

BYD’s Global Expansion Is Accelerating

1️⃣What Every Investor Should Know😁

BYD continues to strengthen its global EV leadership through three major strategic developments.

🇭🇺 In Europe, BYD has appointed Hungary’s former foreign minister to support its expansion as it builds its first European passenger EV factory.

Local production can improve regulatory coordination, reduce logistics costs and strengthen its presence in the region.

🇹🇭 In Thailand, BYD has surpassed 130,000 vehicle deliveries, highlighting strong consumer demand and reinforcing Thailand’s role as its ASEAN manufacturing hub.

🇪🇺 Despite higher EU tariffs on Chinese-made EVs, BYD’s global manufacturing strategy and vertically integrated supply chain position it to better manage costs and remain competitive.

2️⃣What is the bigger picture?🤔

BYD is evolving from a leading Chinese EV maker into a global automotive company. By expanding production overseas, strengthening local partnerships and diversifying its manufacturing footprint, the company is building long-term resilience and growth potential.

While these developments may not have an immediate impact on earnings, they reinforce BYD’s competitive position in the global EV market.

Check out my infographic below for a clear visual breakdown.

$BABA-W(09988.HK)$Alibaba(BABA.US)

🚨 THE CROWN JEWEL: Apple Just Handed Alibaba a Hundred-Million User AI Monopoly! 🍏💥

Alibaba homegrown AI model Qwen is now officially built directly into Apple Intelligence for mainland China.

This dual-engine localisation strategy makes Qwen the core power behind system-wide text and image generation across Apple devices.

Here is why this is a massive deal for BABA:

🔥 Massive reach and zero friction

No need to compete for downloads. Qwen gets instant, low-latency access to hundreds of millions of premium Apple users right out of the box.

💎 Top-tier validation

Apple’s standards are famously strict. Being chosen confirms Qwen’s world-class efficiency and establishes Alibaba Cloud as the go-to partner for global firms operating in China.

📈 Driving high-margin cloud growth

While light tasks run on-device, heavy multimodal requests route through local servers. That fuels strong demand for Alibaba Cloud’s profitable public services, opening a major new revenue stream.

⚖️ Stronger competitive moat

Locking in this default OS-level spot creates a structural advantage over rivals like Baidu and Tencent. Developers building for Apple’s ecosystem will naturally lean on Qwen’s APIs.

⚠️ Key things to watch:

🟢 Shared workload: Baidu handles voice and Siri search, so competition remains real.

🟢 Geopolitical risks: Sustaining compute capacity under hardware restrictions will test their resilience.

🟢 Compliance burden: Alibaba must meet rigorous local content auditing rules.

Bottom line: This moves Alibaba from an AI hopeful to an essential, revenue-generating infrastructure leader.