Ally — Investing Ideas, Posts & Market Views

Ally2 hours ago

I’m curious how apples foldable phone will perform in the long run. All foldable phones have the similar issue of creasing, and apples foldable phone looks to be the same. Was hoping they could have innovated to stand out from the rest of the crowd.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Apple's iPhone Duo Launches, Wall Street Shrugs

Apple's iPhone Duo — its first foldable iPhone — launched at 1am SGT, priced up to a record $3,199. $Apple(AAPL.US) barely budged. Brent crude also broke $100/barrel for the first time since July, and...

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Ally1 day ago, 06:17 AM

I am excited for apples launch event tonight and have high expectations for the new CEO. But with their launch of the first foldable phone, my main concern is quality

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Apple's Foldable iPhone Launches Tonight, Supply Already Short

Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...

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Ally1 day ago, 02:13 PM

The shortage of chips has been a long time conversation - in my opinion, this supports the AI capital expenditure boom the past few months.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — After GPT-6 Astra, Memory Chip Inventory Falls to Just 10 Days

OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...

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AllySep 7 at 07:31 AM

Curious and excited to watch apples iPhone 18 launch event this Thursday. Intrigued by the price point of the iPhone 18 due to chips and supply chain factors.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — US Jobs Blowout Pushes Rate-Hike Odds to 60%

US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...

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AllySep 5 at 07:15 AM

I believe SREITS are currently underperforming in the market right now, so best time to buy at a discount. Would love some buying tips and advice.

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Captain Leo

⭐️ Community Spotlight | Bond Yields Bite, Two REIT Buyers, and Broadcom's Reception

Welcome back! This week's feed split between STI index at highs, people finally started buying S-REITs, and Broadcom‘s earnings reaction that reset the bar. 📊🇸🇬 STI vs the 10-Year — Two Screens, Two S...

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AllySep 4 at 06:43 AM

I’m going to continue dollar cost averaging into Broadcom, Nvidia and Tesla. All have released good news so far and should bring rewards for disciplined investors.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Snowflake Soars 16% as Wall Street Rallies on Waller's Dovish Turn

Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...

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AllySep 4 at 06:42 AM

🟩 BUY THE DIP - I consistently buy Tesla and even more so now with the autonomous cyber cab. I like to think Tesla is a data company with an auto manufacturing pipeline. Once the autonomous cars are stabilised and more used to the road, I’m confident that the community will utilise it, even more so that it’s cost effective and half of Ubers price point

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Captain's Watch

🚕 Tesla Launched Cybercab — Buy the Dip or Sell the News?

$Tesla(TSLA.US) rallied 5.4% into its Cybercab launch on Thursday 3 September — thenslippedover 2% overnight. What has happened exactly? Let's dive in.🚗 What Tesla Has RevealedA two-seater with no steer...

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AllySep 3 at 03:16 AM

Very impressed that DELL closed higher by 15% while Broadcom fell slightly yesterday. Looking forward to teslas cyber cab launch today.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Dell Soars 16% as Broadcom Falls Despite 86% Growth

Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...

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AllySep 2 at 04:04 AM

Looking forward to broadcoms earnings tonight. Also Dells premarket today is already 9% higher mainly due to results exceeding analyst expectations , impressive. I think Sheins price will decline abit more the next few days as well.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — US Strikes Iran as Oil Surges 5%

US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...

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AllySep 1 at 04:05 AM

I wrote my take yesterday as well on Sheins IPO. I’m not surprised that it closed off lower than its IPO price. Consumers these days are faring away from fast fashion, and Sheins HK debut shows it.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic's $35B Cloud Deal Has Nvidia's Fingerprints

Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...

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AllySep 1 at 03:59 AM

My predicted $Broadcom(AVGO.US) price is USD399.50. I believe the price will go up as they’re sellers to Google, AMD, etc and we can see how all the other AI players have benefited from the past months. The fact that they distribute higher dividends each year is also reassuring.

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Captain's Watch

🎯 Broadcom Earnings Challenge — Guess the close and win rewards!

$Broadcom(AVGO.US) reports Q3 FY2026 after the US close on Wednesday 2 September — the numbers land around 04:00 SGT Thursday morning. ⏰Nvidia already beat the earnings estimates. Broadcom trades abou...

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AllyAug 31 at 04:02 AM

It’s interesting to see Shein HKEX debut. Never would have guessed the fast fashion empire would IPO as I see consumers are becoming more thoughtful about their purchases and the impacts it has.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Warsh's Hawkish Turn Flips the Rate Odds

Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...

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AllyAug 29 at 02:57 AM

It’s impressive that NVIDIAs price rise was far more than what longbridge investors expected. Good news for everyone !

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Captain's Watch

Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

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