Newbee2025

$Alphabet(GOOGL.US)

Context:

Alphabet (GOOGL) is around 345. The recent pullback is mainly about concerns over huge AI infrastructure spending and rising capex, rather than a deterioration in the core business. At the same time, Q2 was very strong: revenue grew 24%, Search grew 17%, YouTube Ads 13%, and Google Cloud jumped 82%, with Cloud backlog reaching $514B.

Analysts remain broadly bullish. The current 12-month consensus target is around 428, with a range of roughly 340-515. Recent targets include $410 from Rosenblatt, $425 from Barclays, $440 from Roth and $465 from BMO.

My trade:

Currently about my cost price.

Since the position is already around breakeven, I would hold. I would only add aggressively if GOOGL falls toward 325. Above $380, I would stop chasing and let the position run.

Takeaway:

Hold. I like GOOGL here for a medium/long-term position. The AI capex is the main risk, but the underlying business is still accelerating—especially Cloud and AI monetisation.

I would treat 400 as the first meaningful profit taking checkpoint and 425-450 as the area where I'd consider selling 20-30%, rather than selling everything.

$Palantir Tech(PLTR.US)PLTR's fundamentals are genuinely exceptional:

Q2 2026 revenue was $1.94B, +93% YoY, beating estimates.

EPS was $0.41 vs $0.34 expected.

U.S. commercial revenue grew 149%.

The problem is valuation, not the business. Around $170+, PLTR is trading at roughly 100x+ forward earnings and ~67x sales.

If PLTR corrects toward $140–150, I'd be much more interested in adding. If it goes to $200 without a corresponding earnings upgrade, I'd become more cautious.

Modena's price hiking percentage overnight is the highest I have never seen. lol 😍 Amazing. hopefully I can choose such a stock right.

My call: US$136

Why: Earnings are the big catalyst. Alibaba reports before the U.S. market opens on Aug. 20, so tomorrow’s entire session will be driven by the results and guidance. But expectations are high. This is why I wouldn't predict $140+ tomorrow. If cloud growth or AI spending guidance disappoints, BABA could easily fall back toward $120–123.

HK: More

The reason I'm expecting a relatively large move is that cloud/AI growth is the key number investors are watching, while Alibaba's heavy AI investment is putting pressure on current profitability. Consensus revenue is aroud RMB269bn, with adjusted EPS expected to decline year-on-year.

$HSTECH 7xLongSG271216(SYHW.SG)If it breaks above 5,000 and holds, I would also consider adding, because that would indicate stronger momentum.

The main reason I like HSTECH at these levels is that you get exposure to Tencent, Alibaba, Xiaomi, Meituan, JD, SMIC and other Chinese technology companies without having to pick individual stocks.

I'd treat it as a higher-risk growth allocation, not as a replacement for the DBS/OCBC-type dividend holdings.

$Sembcorp Ind(U96.SG)There are several reasons I still like the medium-term story. FY2025 underlying net profit was about S$1.0 billion, renewable capacity continued expanding, and roughly 80% of its contracted Singapore portfolio was locked in for five years or longer, giving some earnings visibility. The FY2025 dividend increased 9% to 25 cents/share. Analysts also expect the dividend to rise to around 27 cents, according to FT consensus.

I still like Yangzijiang Shipbuilding (SGX: BS6) fundamentally, but at today’s ~S$4.66 I would not chase it with a large purchase. The price has moved very quickly after the excellent 1H26 results. As of 10:51am today, it was around S$4.66, already close to its recent high.

thanks to Long Bridge, I came to know DLC and have transacted about 10 times. $HSTECH 7xLongSG271216(SYHW.SG)2 secrets on DLC tradings. 1.To reduce the risk, I only trade Long positions, usually buy in the morning and sell in the afternoon. Try not to hold for more than 1 day ideally. 2. The almost guaranteed way to gain is that buying in a large quantum and selling at a 1% gain. The transaction fees for DLC is very very low. By doing this repeatedly, we won't become rich, but earn a decent quick return.

It's great that we can do silver and gold DLC trades now. personally I recommend the silver counter that is with high voltality.

Happy trading!

$Sembcorp Ind(U96.SG)The main issue is 2026 earnings pressure. Sembcorp has already warned that newly contracted Singapore gas volumes will have lower margins. Its renewables business also faces China tariff/curtailment pressure. On the positive side, new renewable capacity is coming online through 2030, its new 600 MW hydrogen-ready plant is expected in 4Q26, and management expects the Alinta acquisition to strengthen recurring earnings and cash flow.

I particularly like Sembcorp around today's level because the valuation has already absorbed considerable concern over weaker Singapore power margins, while the longer-term renewable expansion and new hydrogen-ready generation capacity remain intact.

$COIN 2X Long ETF(CONL.US)I’d use about $210–220 as a reasonable central target. The upside is substantial from the recent ~$160–170 area, but COIN remains heavily dependent on crypto prices/trading activity. That makes a 30–40% drawdown entirely plausible even if the long-term story remains intact. Recent analysts have actually been cutting targets after weaker Q2 results—for example, Freedom Broker cut to $185 and Cantor Fitzgerald to $184.

scary stock, my initial buy was more than 15.

I just chased it aggressively at $343 at a small quantity. wouldn't sell a good long-term position simply because it has risen. For new money, I’d prefer buying in 2–3 tranches, with a more attractive accumulation zone around $315–330, and I'd become considerably more interested below $300.

$Alphabet(GOOGL.US)Now Google is still at a very good time to buy in. The fundamental story is strong: Q2 revenue rose 24% to $119.8B, while Google Cloud revenue jumped 82% to $24.8B. The main issue is the enormous AI spending: Alphabet raised 2026 capex guidance to about $195–205B, and Q2 free cash flow turned negative, which explains why investors aren't simply giving the stock a higher multiple despite the growth.

it's just a matter of time, it's going to shoot up like Microsoft soon.

$Roblox(RBLX.US)The stock is down for fundamental reasons, not merely because the overall market had a bad week. There are concerns about slowing growth/monetization and the effects of Roblox's age-verification changes, and the stock recently fell to around a two-year low.

The reason is that the latest Q2 results weren't simply a market panic. Roblox reported bookings of about $1.57B, up only 8%, while daily active users still increased 10% to 123M. More importantly, management guided Q3 bookings to $1.58–1.65B, down 14–18%, substantially disappointing investors. The stock consequently had its worst-ever trading day, falling 27%.

luckily my holding is low, just leave it for 10 years lol. Shouldn't trust my son's gaming taste

$Palantir Tech(PLTR.US)If you're investing for 5–10 years, I still think Palantir is one of the highest-quality AI software companies. However:

I wouldn't chase a huge rally after earnings.

Have been holding it for about 2 months, over one night, it all paid off. Hahaha

I'd prefer buying gradually on pullbacks of 10–20%, rather than investing a large lump sum at current levels.

From our earlier conversations, I know you already own growth names like SoFi and have significant holdings in DBS, so Palantir could add AI exposure—but I would keep it to a moderate allocation because it's considerably more volatile than your bank investments.

If you're investing for 5–10 years, I still think Palantir is one of the highest-quality AI software companies. However:

I wouldn't chase a huge rally after earnings.

I'd prefer buying gradually on pullbacks of 10–20%, rather than investing a large lump sum at current levels.

$Microsoft(MSFT.US)Hooray! though with strong confidence that Microsoft would be the fastest realizing AI gain among the four big tech companies, I did hesitate and didn't add in more lots while it was below 400. It's my biggest holding at about 15%. It is definitely on the way back to the peak price and beyond, as AI investment return accelerates. Will buy more if it pulls back somehow.

$Sembcorp Ind(U96.SG)Have been observing this stock for more than 1 year. For a 3-5 year investment horizon, I find Sembcorp attractive because:

It combines defensive utility earnings with renewable growth. It pays a respectable dividend.

The recent weakness appears driven more by near-term earnings expectations than a deterioration in the long-term business. will continue to buy low for the great long term prospect.

Why are SQ's results so bad, but the stock price is not dropping much? Air India doesn't sound like a good deal... That's why I sold SIA off this year.