SG banks climbing up probably due to investor getting in right before dividend ex date. Just my guess.
US market wise just too volatile, some days up, some days down. Pants up pants down iykyk.
$Sea(SE.US) beat on revenue but missed on profit, closing -1.49%. A hot CPI revived Fed hike bets, and $NVIDIA(NVDA.US) fell another 5%. At home, the STI is inching higher. Let's dig in 👇💬 Sea's 43% s...
Every rich man cant control themselves haha! One small move they make, the stock moves in every direction.
US hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
Bearish market now. I think data center restriction still have a play in this. This impacted the already overvalued AI stocks.
Also people are taking profits during this time. Buy high, Sell low. 😂
Chips just had their worst day since 2020. Here's what drove it, how DBS and OCBC results stack up, and what to watch tonight.
Today is an exciting day. Democrats winning congress will spell a new 2 years of how things will work moving forward.
On SG side, both banks missing forecast but DBS is still giving confidence. Despite so, shares are still slipping. Lets see how OCBC performs with tomorrow result after achieving 3rd position by The Asian Banker.
Democrats swept Congress and the Dow had its best post-midterm day in 44 years, but chipmakers sank as voters turned on AI data centres. At home, DBS missed forecasts, the second big local bank to stu...
I think SG market will dip further as the Banks dips after Q3 earnings.
AMD beat forecasts and rose after hours on surging AI chip demand, after chipmakers snapped a three-day slide. At home, UOB's profit missed forecasts and the STI is sliding again, now nearly 10% off i...
Good earnings still cant save bloodbath from happening
Apple beat forecasts but slid after hours as rising memory costs squeeze its margins, while chipmakers fell for a third straight day. At home, the STI is sliding again as the banks lead losses, though...
Although i am not optimistic about the iPhone duo, i believe the Apple ecosystem and its AI strategy to drive its revenue high.
Apple reports Q4 FY2026 after the US close tonight — the first earnings call under new CEO John Ternus. It ended last week as the world's most valuable company again, and the average analyst target now sits below the share price. Call Tuesday's close, back it up, and the 3 best takes win 2 SGD each.
Wondering if the earnings tomorrow will mean much in the current bloodbath. Today update is red all over. Happy Halloween! 👻
Chipmakers crashed on Friday, led by Intel's record drop, but a smaller fall lifted Apple past Nvidia as the world's most valuable company before its results tonight. At home, the STI is sliding this ...
People are saying the AI bubble has finally burst. Not sure what to think about this.
I think trust in the companies' business fundamentals and stay the course.
Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
I think everyone is surprised by how Google turn out. But considering negative cash flow, considering their track record, this investment if done right, will eventually see profits in future
Alphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
Memory sold out until 2029 shows how bullish it will be. But i think need to be wary if it can continue to produce enough supply for this demand and whether the AI demand will continue.
SK Hynix says its memory chips are sold out until 2029, and every stock in the chip index rose for a second day. Tonight Microsoft and Alphabet report, just before the Fed. Let's dig in 👇💬 SK Hynix is...
I pick Google as its a no brainer. The Chip demand will only pick up from here
Microsoft and Alphabet report Wednesday after the US close, Amazon on Thursday. Between them they are about 15% of the entire S&P 500. Pick the one with the highest net gain this week, back it up, and the 3 best takes win 2 SGD each.
My take is that Anthropic IPO has been long awaited and the filing is only a result of what many investors has been waiting. The business fundamentals still need to be analysed for Anthropic considering the Capex.
Nevertheless, i still feel the AI demand will continue to push this further.
Every stock in the Philadelphia chip index rose as Anthropic filed for its IPO, and Tesla jumped on a SpaceX merger bet. At home, the banks slipped. Let's dig in 👇💬 Anthropic's filing lifted every chi...
