TheCollectorsg banks stocks are having a little pullback, but nothing major yet. little is going on with the war in the middle east, yet oil prices are moving around from baseless sentiments.
AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14...
While price targets are being cut, the South Korean chipmakers rebounded after July’s rout, with Samsung and SK Hynix surging over 8% on Temasek investment reports, shareholder-return expectations, and foreign fund inflows boosting Kospi sentiment and valuations.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
The fickleness of the US Iran diplomacy is the only constant. The oil price and US market flip at every turn of event, causing a lot of volatility. It's amazing we've been able to avoid rate hikes so far and indices are still making record highs. Nonetheless, SGX is still my safe haven for its steadiness.
Amazon became the fifth company ever worth $3 trillion. Then Palantir printed 93% revenue growth after the bell while still sitting 40% below its own high.
I'm cautious. Singapore’s economy is steady but not booming. The STI’s record highs are more about capital flows and sector leadership than a broad growth surge. This is a technically impressive breakout, but it’s narrow, valuation‑rich, and earnings‑dependent. The sustainability hinges on whether August’s bank results can broaden confidence beyond financials.
The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...
$SOFI Call(SOFI260724C18500.US)I sold a covered call on SOFI with the $18.5 strike expiring 26 July 2024. At the time of execution, the option premium was trading around $0.06, down sharply from the prior close of $0.10. The underlying stock was at $17.425, slightly below my cost basis. This setup allowed me to generate income while holding the shares, effectively reducing my breakeven point.
Selling covered calls at cost basis is a conservative strategy: if the stock rallies above $18.5, I’m comfortable letting shares go since I’d exit at breakeven plus the collected premium.If the stock stays flat or declines, the premium cushions the downside slightly, though it doesn’t eliminate risk.The trade-off is opportunity cost: I cap my upside beyond $18.5, but I gain certainty in income generation.
Earnings tonight are the real inflection: Tesla and Alphabet must validate AI capex with tangible revenue. Memory’s surge signals risk appetite, but sustainability hinges on fundamentals, not momentum-driven squeezes across semis.
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
I think we may well be very close to another Taco moment. It is Tuesday again. Will it happen today? Will it move oil prices?
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
Space X is not worthy of the current valuations, which would already be pricing in years of perfect growth. Dropping below IPO pricing now is simply fair imo. Disappointing this has been fast tracked into QQQ. The volatility since IPO is only helpful to traders.
TSMC crushed its quarter and raised its outlook, yet the whole chip complex got dumped anyway, because it also jacked up how much it plans to spend. Memory took the worst of it (SK Hynix -13%, SanDisk...
With the Iran war flipping every other week, market seems to have gotten numb to the situation. I am guessing the following week's movement to be dominated by earning calls of the market leaders.
Big week, loud open. Iran declared the Strait of Hormuz closed "until further notice," sending oil up and gold down to start the week. Meanwhile US CPI and the big banks both report Tuesday, and SK Hy...
$SoFi Tech(SOFI.US)resistance at $20
$Palantir Tech(PLTR.US)great value! to the moon!
