relf$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.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
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.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
While new highs are positive, have to balance between staying invested for the long term versus fomo trading. Happy belated birthday Singapore!
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
$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.
Singapore's banks delivered a clean sweep this week: DBS, SGX and Venture Corp all beat, then OCBC and UOB followed with strong earnings of their own, sending $FTSE Straits Times Index(STI.SG) to fres...
Looks like DBS continues to dominate the SG banks and SG stock market. Stable dividends too. Good for passive STI ETF holders as well!
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
Really one of a kind company. But at current valuations, might be better off to wait for the unlocking of shares to come through first.
$SpaceX(SPCX.US) just delivered its first earnings report as a public company, and investors couldn't decide whether to celebrate or panic. Revenue nearly doubled to $7.8B, crushing estimates, and the...
Impressive results from Palantir judging by the post market price action. Looking forward to see more earnings in the coming days.
Amazon became the fifth company ever worth $3 trillion. Then Palantir printed 93% revenue growth after the bell while still sitting 40% below its own high.
