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...
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...
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...
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.
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...
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...
Thurs seems to be a crucial day with many key results esp Fed decisions etc. Will see...
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
Thurs seems to be a crucial day with many key results esp Fed decisions etc. Will see...
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
Bloodbath is starting! Lets go
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
Bloodbath is starting! Lets go
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
Havent been seeing Tesla in news lately. But impressive to see it making a great comeback.
$Tesla(TSLA.US) reports Q3 FY2026 after the US close, Wednesday 21 Oct— the numbers land around 04:30 SGT Thursday morning, with the call at 05:00. ⏰ETFs:$TSLA 2X Long ETF(TSLL.US) $TSLA 2X Short ETF(TSDD.US) 📍 Wh...
Havent been seeing Tesla in news lately. But impressive to see it making a great comeback.
$Tesla(TSLA.US) reports Q3 FY2026 after the US close, Wednesday 21 Oct— the numbers land around 04:30 SGT Thursday morning, with the call at 05:00. ⏰ETFs:$TSLA 2X Long ETF(TSLL.US) $TSLA 2X Short ETF(TSDD.US) 📍 Wh...
As expected that Chip selloff is temporary and just moved together with US market. Demand is still there.
SG Banks continues to pullback to reconsolidate after months of over valuation. With Q3 earning results nearing, this could potentially impact the entire SG market.
The chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
As expected that Chip selloff is temporary and just moved together with US market. Demand is still there.
SG Banks continues to pullback to reconsolidate after months of over valuation. With Q3 earning results nearing, this could potentially impact the entire SG market.
The chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
Chip Selloff during the bloodbath means nothing. Just a temporary pullback to me. The AI driven demand will still bring it up eventually. I will be watching closely to upcoming Nvidia, Tesla and Meta results.
On the other hand, curious why the SG banks have diverged. Despite OCBC having the best earnings previously, it has fallen the most. Probably Q3 forecast earning is not up to expectation.
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
Chip Selloff during the bloodbath means nothing. Just a temporary pullback to me. The AI driven demand will still bring it up eventually. I will be watching closely to upcoming Nvidia, Tesla and Meta results.
On the other hand, curious why the SG banks have diverged. Despite OCBC having the best earnings previously, it has fallen the most. Probably Q3 forecast earning is not up to expectation.
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
Everything so hot maybe October hike is possible before December hike again.
September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...
Everything so hot maybe October hike is possible before December hike again.
September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...
I think the CPI result came unexpected to many. Despite this, it means bearish market and a red hot sales for everyone!
Even outside of the US, we set the full bloodbath across! Time to touch those dry powders!
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
I think the CPI result came unexpected to many. Despite this, it means bearish market and a red hot sales for everyone!
Even outside of the US, we set the full bloodbath across! Time to touch those dry powders!
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
SG stocks experienced correction. With the low forecasted inflation, we should see rates going up.
CPI should be going hot and we shall see effects on the US stock in days to come.
Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...
