Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks - 24/7 Wall St.
https://247wallst.com/investing/2026/07/03/michael-burry-shorts-micron-adding-to-his-nvidia-and-applied-materials-short-bets-against-chip-stocks/?__cf_chl_f_tk=UjXexGPni7XK.JaUo7EJ8ubrb3UCRT2IeUYd8g9NGms-1783123575-1.0.1.1-_MCs1m.Qp.rF2EExsJYCVevu6FQ9QVMtZBCA1nY52ug
https://247wallst.com/investing/2026/07/03/michael-burry-shorts-micron-adding-to-his-nvidia-and-applied-materials-short-bets-against-chip-stocks/?__cf_chl_f_tk=UjXexGPni7XK.JaUo7EJ8ubrb3UCRT2IeUYd8g9NGms-1783123575-1.0.1.1-_MCs1m.Qp.rF2EExsJYCVevu6FQ9QVMtZBCA1nY52ug
24/7 Wall St.
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he…
🐳 WhalePool Traders Journal
US.Day.Ahead-2026.07.02-Thu.pdf
US.Day.Ahead-2026.07.06-Mon.pdf
1.1 MB
#WeekAhead by Investopedia, Yahoo Finance and Reuters
#Calendar by Investing.com
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics
#Calendar by Investing.com
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics
Buffett's successor, Greg Abel, doubles down on one AI stock
https://sg.finance.yahoo.com/news/buffetts-successor-greg-abel-doubles-024700318.html
https://sg.finance.yahoo.com/news/buffetts-successor-greg-abel-doubles-024700318.html
Yahoo Finance
Buffett's successor, Greg Abel, doubles down on one AI stock
Greg Abel took over as Berkshire Hathaway's chief executive on January 1, and he wasted very little time in rewriting the conglomerate's investment playbook. In the first quarter alone, he exited 16 positions entirely, shrinking the portfolio from 42 holdings…
More hitting CPF retirement targets at the milestone age of 55
https://www.straitstimes.com/business/more-hitting-cpf-retirement-targets-at-the-milestone-age-of-55
https://www.straitstimes.com/business/more-hitting-cpf-retirement-targets-at-the-milestone-age-of-55
The Straits Times
More hitting CPF retirement targets at the milestone age of 55
Discover how more Singapore residents are achieving CPF savings targets at age 55, leading to increased withdrawals and retirement payout trends. Read more at straitstimes.com. Read more at straitstimes.com.
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SK Hynix is said to weigh 0.5% fee payout in mega ADR offering
https://www.businesstimes.com.sg/companies-markets/sk-hynix-said-weigh-0-5-fee-payout-mega-adr-offering
https://www.businesstimes.com.sg/companies-markets/sk-hynix-said-weigh-0-5-fee-payout-mega-adr-offering
The Business Times
SK Hynix is said to weigh 0.5% fee payout in mega ADR offering
[SEOUL] SK Hynix is considering paying about 0.5 per cent of the proceeds from its US listing – one of the largest share sales ever – to banks working on the deal, according to people familiar with th... Read more at The Business Times.
SGX on course for bumper crop of IPOs, yen on a roller coaster
https://www.straitstimes.com/business/sgx-on-course-for-bumper-crop-of-ipos-yen-on-a-roller-coaster
https://www.straitstimes.com/business/sgx-on-course-for-bumper-crop-of-ipos-yen-on-a-roller-coaster
The Straits Times
SGX on course for bumper crop of IPOs, yen on a roller coaster
Explore the latest on SGX IPOs, yen fluctuations, and key Singapore market insights. Read more at straitstimes.com. Read more at straitstimes.com.
While You Were Sleeping: 5 stories you might have missed, July 5, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-5-2026
https://vt.tiktok.com/ZSCgh7ooM/
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-5-2026
https://vt.tiktok.com/ZSCgh7ooM/
life lessons: #Quote of the Day by Samuel L. Jackson:
“Those who say that money can't buy happiness, never…
– Inspiring lessons on wealth, happiness, financial stability, opportunity and why money makes life easier by the American actor known for his commanding screen presence and deep insights on success and life - The Economic Times
https://m.economictimes.com/news/international/us/quote-of-the-day-by-samuel-l-jackson-those-who-say-that-money-cant-buy-happiness-never-inspiring-lessons-on-wealth-happiness-financial-stability-opportunity-and-why-money-makes-life-easier-by-the-american-actor-known-for-his-commanding-screen-presence-and-deep-insights-on-success-and-life/articleshow/132141499.cms
“Those who say that money can't buy happiness, never…
– Inspiring lessons on wealth, happiness, financial stability, opportunity and why money makes life easier by the American actor known for his commanding screen presence and deep insights on success and life - The Economic Times
https://m.economictimes.com/news/international/us/quote-of-the-day-by-samuel-l-jackson-those-who-say-that-money-cant-buy-happiness-never-inspiring-lessons-on-wealth-happiness-financial-stability-opportunity-and-why-money-makes-life-easier-by-the-american-actor-known-for-his-commanding-screen-presence-and-deep-insights-on-success-and-life/articleshow/132141499.cms
The Economic Times
Quote of the Day by Samuel L. Jackson: “Those who say that money can't buy happiness, never… – Inspiring lessons on wealth, happiness…
Quote of the Day by Samuel L. Jackson: Samuel L. Jacksons quote, “Those who say that money can't buy happiness, never had any,” explores the practical relationship between money, financial security, and happiness. The quote suggests that while wealth alone…
20 Best Things To Do This Weekend In SG (3rd-5th June 2026)
https://www.google.com/amp/s/thesmartlocal.com/read/things-to-do-this-weekend-singapore/amp/
https://www.google.com/amp/s/thesmartlocal.com/read/things-to-do-this-weekend-singapore/amp/
TheSmartLocal - Singapore's Leading Travel and Lifestyle Portal
20 Best Things To Do This Weekend In Singapore – 14th-16th August 2026
Looking for activities to fill your calendar? Here are all the best things to do this weekend in Singapore.
Singapore Retail Festival returns, with three weeks of themed weekend experiences, live-stream shopping
https://www.straitstimes.com/business/singapore-retail-festival-returns-with-three-weeks-of-themed-weekend-experiences-and-livestream
https://www.straitstimes.com/business/singapore-retail-festival-returns-with-three-weeks-of-themed-weekend-experiences-and-livestream
The Straits Times
Singapore Retail Festival returns, with three weeks of themed weekend experiences, live-stream shopping
The festival returns from July 4 to 26, featuring promotions, rewards, and immersive experiences. Read more at straitstimes.com. Read more at straitstimes.com.
Best Things To Do In Singapore This Weekend: July 3 to 5, 2026
https://www.timeout.com/singapore/things-to-do/things-to-do-in-singapore-this-weekend
https://www.timeout.com/singapore/things-to-do/things-to-do-in-singapore-this-weekend
Time Out Singapore
The best things to do in Singapore this weekend (Aug 7-9)
Discover the best things to do in Singapore this weekend: events, festivals, pop-ups, food fairs and fun activities happening this Friday to Sunday. Updated every week.
Morning Briefing: Top stories from The Straits Times on July 5, 2026
https://str.sg/tgKT
https://vt.tiktok.com/ZSCgAxuW3/
https://str.sg/tgKT
https://vt.tiktok.com/ZSCgAxuW3/
The Straits Times
Morning Briefing: Top stories from The Straits Times on July 5, 2026
You are reading the Morning Briefing newsletter. Get the news that prepares you for the day ahead, delivered to your inbox. Subscribe to our newsletter. Read more at straitstimes.com.
Global investors vs local businesses: What’s happening in Singapore’s shopping malls?" and it was created by #TheStraitsTimes.
This video from The Straits Times explores the changing retail landscape in Singapore, where an influx of foreign brands and investors is transforming local malls and heartland neighborhoods. The report examines concerns that this shift may erode local identity and displace small businesses.
Key themes include:
Commercialization and Rising Rents: Acquisitions by large property firms, such as the Elegant Group purchase of Clementi Mall and Grantral Mall, have led to significantly higher rents (0:27-1:33).
Many long-term local shop owners face the risk of being priced out of their spaces (1:41-2:09).
Homogenization of Offerings: There is growing anxiety that heartland malls are losing their diversity as they focus on specific demographics—such as the concentration of mainland Chinese food outlets in areas popular with university students (0:33-0:57, 2:20-2:29). This can make these spaces feel less inclusive for other local communities (0:56-1:17).
The Impact of Market Forces: The video highlights the tension between the "free market" approach favored by some, which prioritizes economic prosperity and foreign investment, and the desire for more regulatory intervention to preserve heritage businesses and ensure a diverse mix of shops (5:41-6:29).
Call for Sensitivity: Interviews with local business owners, like those in the heritage-rich Joo Chiat area, emphasize that while change is inevitable, there is a need for greater sensitivity toward legacy businesses that give a neighborhood its "soul" (6:31-7:35). The video suggests that residents and stakeholders should play an active role in supporting homegrown brands and advocating for a more balanced retail ecosystem (7:40-8:20).
https://youtu.be/N8931tBADTI?is=WVuOp7IyIPsStw7o
This video from The Straits Times explores the changing retail landscape in Singapore, where an influx of foreign brands and investors is transforming local malls and heartland neighborhoods. The report examines concerns that this shift may erode local identity and displace small businesses.
Key themes include:
Commercialization and Rising Rents: Acquisitions by large property firms, such as the Elegant Group purchase of Clementi Mall and Grantral Mall, have led to significantly higher rents (0:27-1:33).
Many long-term local shop owners face the risk of being priced out of their spaces (1:41-2:09).
Homogenization of Offerings: There is growing anxiety that heartland malls are losing their diversity as they focus on specific demographics—such as the concentration of mainland Chinese food outlets in areas popular with university students (0:33-0:57, 2:20-2:29). This can make these spaces feel less inclusive for other local communities (0:56-1:17).
The Impact of Market Forces: The video highlights the tension between the "free market" approach favored by some, which prioritizes economic prosperity and foreign investment, and the desire for more regulatory intervention to preserve heritage businesses and ensure a diverse mix of shops (5:41-6:29).
Call for Sensitivity: Interviews with local business owners, like those in the heritage-rich Joo Chiat area, emphasize that while change is inevitable, there is a need for greater sensitivity toward legacy businesses that give a neighborhood its "soul" (6:31-7:35). The video suggests that residents and stakeholders should play an active role in supporting homegrown brands and advocating for a more balanced retail ecosystem (7:40-8:20).
https://youtu.be/N8931tBADTI?is=WVuOp7IyIPsStw7o
YouTube
Global investors vs local businesses: What’s happening in Singapore’s shopping malls?
As more foreign brands set up shop in our malls and heartland neighbourhoods, is Singapore at risk of losing its local flavour?
A recent influx of foreign investors and businesses is changing Singapore’s retail landscape, with local businesses concerned…
A recent influx of foreign investors and businesses is changing Singapore’s retail landscape, with local businesses concerned…
Microsoft Admits it was Wrong About AI" and it was created by The Infographics Show
For years, we were told AI would replace programmers, office workers, and eventually most white-collar jobs. But behind closed doors, the companies leading the AI revolution are running into a problem they never expected. AI is becoming too expensive to replace humans.
Microsoft has started pulling back internal AI tools, Uber exhausted its AI budget in just a few months, and even the biggest tech companies are struggling to justify the costs.
This video explores why Microsoft's AI strategy suddenly changed, how Uber's AI rollout spiraled into a budget disaster, and why "AI agents" are costing companies far more than they anticipated.
We examine token costs, inference expenses, Nvidia's role in the AI boom, GitHub Copilot, Claude Code, and why the economics of artificial intelligence may be very different from what CEOs promised. We also look at the hidden costs of AI automation, why replacing human workers isn't as simple as it sounds, and how the industry's biggest investment could be running into a fundamental economic wall.
Has the AI revolution hit its first major reality check, or is this just the beginning of a much larger shift in how businesses use artificial intelligence?
00:33 - The Reveal (Firing the Digital Worker)
03:51 - The Tokenmaxxing Trap
05:17 - The Agentic Scam
06:53 - The Inference Wall
09:05 - The Margin Collapse
10:54 - The Efficiency Paradox
12:07 - The Reckoning (The Human Victory)
Conclusion:
The dream of cheap, autonomous AI replacing humans has been defeated by basic economic math. Rather than being a total replacement, AI is evolving into an expensive tool that requires human oversight to justify its own costs.
https://youtu.be/towF0_V7oHw?is=8Rk6TZIKop3n1_G1
For years, we were told AI would replace programmers, office workers, and eventually most white-collar jobs. But behind closed doors, the companies leading the AI revolution are running into a problem they never expected. AI is becoming too expensive to replace humans.
Microsoft has started pulling back internal AI tools, Uber exhausted its AI budget in just a few months, and even the biggest tech companies are struggling to justify the costs.
This video explores why Microsoft's AI strategy suddenly changed, how Uber's AI rollout spiraled into a budget disaster, and why "AI agents" are costing companies far more than they anticipated.
We examine token costs, inference expenses, Nvidia's role in the AI boom, GitHub Copilot, Claude Code, and why the economics of artificial intelligence may be very different from what CEOs promised. We also look at the hidden costs of AI automation, why replacing human workers isn't as simple as it sounds, and how the industry's biggest investment could be running into a fundamental economic wall.
Has the AI revolution hit its first major reality check, or is this just the beginning of a much larger shift in how businesses use artificial intelligence?
00:33 - The Reveal (Firing the Digital Worker)
03:51 - The Tokenmaxxing Trap
05:17 - The Agentic Scam
06:53 - The Inference Wall
09:05 - The Margin Collapse
10:54 - The Efficiency Paradox
12:07 - The Reckoning (The Human Victory)
Conclusion:
The dream of cheap, autonomous AI replacing humans has been defeated by basic economic math. Rather than being a total replacement, AI is evolving into an expensive tool that requires human oversight to justify its own costs.
https://youtu.be/towF0_V7oHw?is=8Rk6TZIKop3n1_G1
YouTube
Microsoft Admits it was Wrong About AI
For years, we were told AI would replace programmers, office workers, and eventually most white-collar jobs. But behind closed doors, the companies leading the AI revolution are running into a problem they never expected. AI is becoming too expensive to replace…
China stocks down almost 20% YTD. Uninvestible again? Depends which China you own. Four ETFs tracking the same country returned anywhere from +8.58% to -25.33% this year. Full breakdown: https://growthdragons.substack.com/p/china-stocks-down-almost-20-ytd-is
Substack
China Stocks Down Almost 20% YTD. Is China Uninvestible Again?
In the past few months, there has been widespread declines across many of Hong Kong’s largest Chinese stocks reflecting more than a broad market correction—they represent a convergence of company-specific challenges, sector rotation, and changing investor…
🇸🇬 A stock on SGX is up roughly 5x this year. Same AI wave as Nvidia and Micron. Most people barely noticed.
That stock is AEM Holdings. And it's not alone.
4 Singapore companies quietly enabling the global AI chip supply chain.
Read more: https://drwealth.com/singapores-very-own-ai-stocks-aem-ums-frencken-micro-mechanics/
That stock is AEM Holdings. And it's not alone.
4 Singapore companies quietly enabling the global AI chip supply chain.
Read more: https://drwealth.com/singapores-very-own-ai-stocks-aem-ums-frencken-micro-mechanics/
Dr Wealth
Singapore’s Very Own AI Stocks: AEM, UMS, Frencken & Micro-Mechanics | Dr Wealth
Would you believe a stock on SGX is up roughly 5x this year, riding the same AI wave as Nvidia and Micron, and most people barely noticed? That stock is AEM Holdings. They're not the obvious plays. You won't find them designing chips or training models. Definitely…
Every Singaporean son remembers SAF phrases like:
"Never mind, you take your time."
Or the classic:
"You think, I thought, who confirm?"
Turns out, these lessons apply surprisingly well to investing too.
Don't FOMO into stocks without doing your homework. Don't assume dividends, growth, or valuations will always hold. And don't treat investing like a casual hobby if real money is involved.
Here are 5 SAF lingo that might just make you a better investor.
Happy SAF Day.
https://drwealth.com/5-saf-lingo-that-will-make-you-a-better-investor/
"Never mind, you take your time."
Or the classic:
"You think, I thought, who confirm?"
Turns out, these lessons apply surprisingly well to investing too.
Don't FOMO into stocks without doing your homework. Don't assume dividends, growth, or valuations will always hold. And don't treat investing like a casual hobby if real money is involved.
Here are 5 SAF lingo that might just make you a better investor.
Happy SAF Day.
https://drwealth.com/5-saf-lingo-that-will-make-you-a-better-investor/
Dr Wealth
5 SAF Lingo That Will Make You A Better Investor | Dr Wealth
1 July is SAF Day and every Singaporean male who has served will know that camp life comes with its own language. The lingo, the jargon, the sarcasm. Overwhelming for newbies, second nature once you're in. And somehow, despite Gen Z inventing new slang every…
The STI has been holding up. But quietly, 14 blue-chip stocks are trading below their 200-day moving average. For traders, that's a red flag. For value investors, that's potentially a shopping list. Full breakdown: https://drwealth.com/14-sti-blue-chips-below-their-200-day-moving-average-rebound-or-down-from-here/
Dr Wealth
14 STI Blue Chips Below Their 200-Day Moving Average. Rebound or Down From Here? | Dr Wealth
The Straits Times Index (STI) has seen massive sector rotation lately. While the broader index has shown resilience, a surprising number of foundational blue-chip stocks are currently languishing below their 200-day moving averages (200-DMA). For technical…
Most Singaporeans dream of owning more property.
But with high prices, ABSD and cooling measures, buying multiple properties locally is no longer easy.
This Singaporean took a different route — investing in US rental properties instead.
27 properties later, here’s what he and his wife learned:
https://drwealth.com/this-singaporean-invests-in-a-dozen-us-properties-heres-how-he-did-it/
But with high prices, ABSD and cooling measures, buying multiple properties locally is no longer easy.
This Singaporean took a different route — investing in US rental properties instead.
27 properties later, here’s what he and his wife learned:
https://drwealth.com/this-singaporean-invests-in-a-dozen-us-properties-heres-how-he-did-it/
Dr Wealth
This Singaporean Had a Dozen US Properties in 2023. He’s Now at 27 — Here’s How He Scaled | Dr Wealth
Updated June 2026. Originally published March 2023. In Singapore, owning a property is often seen as a marker of wealth and success. But between high prices, tighter loan-to-value limits and ever-rising stamp duties, the maths on a second local property has…
AI stocks took a beating these past two days, many down more than 10%. Plenty of people are now calling the top of the AI bubble. Are they right this time? Read more: https://finbiteinsights.substack.com/p/has-the-ai-bubble-burst
Substack
Has the AI Bubble Burst?
It’s been a brutal two days for AI stocks.