Fattycat

Oh my god. Yen is so weak now. USD/JPY trading at 163.35 and SGD/JPY at 1.29 🫣. It time to go Japan 😂 or “short” Usdjpy pair 😛.

Sport gold fell nearly 30% from its January record high and has since bounced back slightly. It may be a good time to look at it now. Gold is another alternative investment for long term investors.

Anyway, I expect ECB to remain rate unchanged. Higher interest rates hurt their economy. Unless the inflation is out of control.

$Tesla(TSLA.US)

Why Tesla Slid Post-Market Despite Record Revenue ?🤔

Tesla’s Q2 2026 results tell a clear story. Top-line growth hit with new highs but profits and cash flow disappointed, sending the stock down ~4% in extended trading.

Vehicle deliveries topped 480,000 units, pushing revenue up 26% YoY to $28.24 billion. However, the Wall Street focusing entirely on the weaker earnings and heavy spending.

📉 What Triggered The Drop?

1️⃣ Big EPS Miss: Adjusted EPS came in at $0.33, well below the $0.49–$0.53 markets were expecting

2️⃣ Margins Collapsed: Operating margin fell sharply to just 1.4%, as operating expenses jumped 47% to $4.35 billion

3️⃣ Cash Flow Turned Negative: Free cash flow swung to -$1.09 billion, with capital expenditure more than doubling to $5.79 billion

4️⃣ Big Spending Ahead: Full-year capex is set to exceed $25 billion to fund AI computing, robotaxis and Optimus robots now.

In short :

Tesla is sacrificing short‑term car profits to build its AI future. As long as these heavy investments have not turned into high‑margin software income, margin pressure will keep weighing on the stock.

$TRIP.COM-S(09961.HK)

Today I bought Trip.com after reviewing its financials data and valuation ratio. I believe it is the right time to invest fundamentally sound company.

Right now, the stock is weighed down by China’s ongoing SAMR antitrust investigation which is expected to wrap up and be announced any day now.

It’s fundamentals stay rock-solid:💪🏽

✅ Fortress balance sheet: Net cash of HK$49.7 billion. Enough to pay off all debt completely, with plenty left over

✅ Interest coverage ~34x: No risk of trouble servicing debt anytime soon

✅ Low P/E and P/B: This comes from regulatory uncertainty and not weak business. Trip.com still runs strongly with high margins and ample liquidity.

Once the result is out, the biggest unknown will be gone and that is when the real value can shine through.

$TRIP.COM-S(09961.HK)

Will Trip.com Surge Once The Probe Ends 🤔?

Trip.com shares have taken a hit lately, weighed down by China’s ongoing SAMR antitrust investigation.

But history shows: even hefty fines often spark big rebounds once uncertainty clears. Here is what we learned from Alibaba and Meituan’s 2021 cases:

💡 3 Key Lessons From The Past

✅ Uncertainty hurts more than bad news

Stocks get punished hardest while probes are open. When Alibaba and Meituan were fined, both jumped 5–10% on day one and 10–20% within weeks. Putting a number on the penalty removes the “worst-case” fear.

✅ Immediate relief rally is likely

Short sellers will cover positions, and waiting institutional money will jump in and drive an initial jump once the decision is official.

✅ Long-term growth depends on rules and not fines

A fine is just a one off cost. What really matters: will regulators limit its core business (like capping hotel commissions or changing algorithms)?

📊 Full side-by-side comparison in the infographic above!

Put simply: The Chinese government doesn’t want Trip.com to crash and bankrupt. Chinese government needs trip.com to promote China. What do you think? Let’s discuss😁.

Not financial advice. Please do your own DD☺️

I expect the next wave of buying to kick in soon after Monday’s state purchases. It makes little sense for shares to drop back 10–20% right after state support. These are real capital being deployed to the market.

More moves are likely on the way, as the government has clear targets to hit: 4.5%–5% GDP growth for 2026 and strong market performance helps support their KPI.

Do you not agree? 😆

$Intel(INTC.US)$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 🤔?

As a shareholder of FCT, I pray for their successful bidding for Bayshore Drive mixed use site. It is a significant strategic advantage to FCT.

It helps to further establishes FCT as the dominant suburban retail force and enhance unitiholders value. Cheers FCT.😘

Kimi K3 is a powerful rival to ChatGPT and Claude Fable 5. Its API costs are roughly half those of GPT. I read many comments from Facebook and news. Mixed opinions. Some critics point out that deploying it requires significant upfront investment.

I disagreed. In my own opinions, the benefits outweigh this cost. For company or national security, owning your model ensures superior data protection and security. Closed-source alternatives, by comparison, leave businesses vulnerable to unpredictable price changes and vendor leverage.

Model of story: To survive you need to own it and not depend on others.

$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 ☺️❤️☺️.