I still believe AI has a lot to go from here, but when there are markets, there will be volatility. Just need to have a long term view and invest wisely.
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 ...
What is your most memorable options trade? e.g. call or put, which company was it, and when etc?
ABOUT THIS COLUMNBridgers’ Stories is Longbridge Singapore’s community interview column.Every episode, we sit down with one member of this community — someone whose posts you already scroll past every...
Not the best result from Tesla but future prospects still on track. Meta's results look tricky from yoy comparisons due to different one off items but valuation is still on the lower side.
Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...
My call 399
Tesla has underperformed most of the Mag 7 and the broader S&P500 and Nasdaq despite progressing well on their goals. With a potential merger on SpaceX upcoming, there is definitely a possibility for a rerating of their share price.
$Tesla(TSLA.US) reports Q3 FY2026 after the US close, Wednesday 21 Oct— the numbers land around 04:30 SGT Thursday morning, with the call at 05:00. ⏰ETFs:$TSLA 2X Long ETF(TSLL.US) $TSLA 2X Short ETF(TSDD.US) 📍 Wh...
What an impressive set of earnings. Might have just lifted the AI stocks. Looking forward to Tesla's earnings tomorrow. Let's see how markets will react.
SpaceX made money for the first time, and immediately put a Tesla merger on the table. At home, the STI is up and the banks are leading. Let's dig in 👇💬 Would a SpaceX-Tesla merger be a good deal for ...
Black Monday didn't happen. Excited for the earnings season, especially the tech stocks. To get some guidance on the coming quarter and perhaps 2027 as well.
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 ...
More of a "hold" at the moment even though some indicators have indicated fear and oversold levels. Just a function of personal risk appetite.
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...
Markets seem to continue to rollercoaster along the rates and probabilities. It is really a coin toss to some extent, prefer to look at the fundamentals and invest for the medium to long term.
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...
1B 2B 3B
Higher energy prices push headline inflation up, while cooling consumer demand keeps core inflation steady and right in line with forecasts.
7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...
Interesting decision by MAS considering all the economists and analysts were wrong. Also goes to show to trust your own critical thinking and take expert views with a pinch of salt sometimes.
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...
Interesting news but it remaina to be seen if this is indeed a serious threat or would end up like a "deepseek" moment. Until more info is available, I think reaction is more kneejerk.
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
Interesting news from SpaceX. Looks a lot of legacy names have the potential to be disrupted by new technological developments. AI infra stocks will like such news.
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
Party day for the doom and gloom group. Though am curious why all of them come out on the same day? And then they go into hiding when markets are up. Haha. Trust your own conviction.
The FT reported OpenAI's annualized revenue is about $20B lower than thought, and the AI chain sold off: Oracle -5.5%, CoreWeave -7.8%, Nvidia -2.9%. At home, the STI closed -3.5% Thursday as all thre...
