TradingKey

This article explores the potential impact of Pavel Durov's regained freedom on Toncoin (TON), analyzing its technical advantages, market performance, ecosystem development, and the possibility of a future breakout.

On 20 March 2025, the Federal Reserve (Fed) will announce its interest rate decision for March. The market widely anticipates that the central bank will keep its policy rate unchanged, maintaining it within the range of 4.25%–4.5%. We align with this consensus outlook.

The Bank of Japan kept its interest rate unchanged at 0.5%, leading to a slight rebound in Japanese stocks, while Governor Kazuo Ueda's afternoon speech became the market's focus.  

Jensen Huang's GTC speech lacked highlights, causing Nvidia's stock to drop and face downward pressure.   

Strategy Inc（MSTR）holds nearly 500,000 Bitcoin, more than double the U.S. government's holdings, and its accumulation shows no signs of stopping.  

NVIDIA’s Q4 FY25 revenue surged 78% YoY to $39.3 billion, with data center sales up 93% to $35.6 billion, driven by hyperscaler AI adoption. NVIDIA's 2025 GTC conference was a grand showcase of the company's technological ambitions, further establishing it as the leader in AI, computing, and...

TradingKey – Amid the repeated market shocks caused by U.S. President Donald Trump’s tariff policies, observers are beginning to recognize that these tariffs may not be mere negotiation tactics, as widely assumed, but an end in themselves.

TradingKey – The rapid development of artificial intelligence (AI) technology has shifted the spotlight from proprietary models like ChatGPT to open-source alternatives like DeepSeek in just a few years. Capital markets are now pricing in a new AI cycle: the transition from the AI hardware era to...

On 19 March 2025, the Bank of Japan (BoJ) will announce its March interest rate decision. The market widely expects the central bank to maintain its policy rate unchanged at 0.5%. We align with this consensus forecast.

Our valuation estimates its intrinsic worth at $75–$87 billion, suggesting meaningful upside potential from its current market cap of $50 billion. While risks such as regulatory uncertainty and crypto market volatility remain, Coinbase’s diversified revenue streams and strong execution capabilities

With growth further moderating and too many headwinds hitting the margins we would likely see stagnant to negative growth in earnings, which makes the current share price of $85.00 less attractive.

TradingKey - It has been a 2025 to celebrate so far for Chinese tech investors are China’s technology giants ride a wave of investor optimism. That’s in stark contrast to the huge sell-off happening in the US right now.

Faces consumer spending slowdown, regulatory pressures (e.g., UnionPay), BNPL/mobile payment competition, forex volatility, and Trump-led de-globalization risks.

Lip-Bu Tan's strategy to reform and restructure Intel has ignited market enthusiasm, driving its stock up nearly 7%.  

Tesla's stock continues to struggle, with multiple Wall Street institutions lowering their target prices.  

Trump's crypto project, WLFI, has announced the inclusion of BTC, ETH, TRX, LINK, SUI, and ONDO in its strategic reserve.  

TradingKey – The early days of Trump’s return to the White House have failed to deliver the "Make America Great Again" (MAGA) rally investors hoped for, instead pushing the S&P 500 into correction territory. As the Federal Reserve’s March policy meeting approaches, markets are pinning hopes on...

TradingKey – U.S. President Donald Trump’s trade war is eroding confidence in the stock market and dimming economic optimism. Bank of America contends that U.S. stocks are undergoing a “correction” rather than entering a bear market, as both Trump and the Federal Reserve may soon adjust their...

TradingKey – As the S&P 500 enters a technical correction, U.S. Treasury Secretary Scott Bessent has once again addressed market concerns, seeking to ease investor anxieties. With decades of Wall Street investment experience, Bessent argues that the current market pullback is a healthy development.

We believe the market is currently overemphasizing the impact of tariffs while overlooking other economic and political factors. In summary, we remain bullish on both U.S. and European stocks.