To The Moon

$SIA(C6L.SI)$  Singapore Airlines' (SIA) 59% year-on-year decline in Q1 net income to S$186 million is a sharp deterioration, particularly when viewed against the backdrop of only a marginal 1.5% increase in revenue to S$4.79 billion. This suggests that the cost side of the equation – particularly non-operational pressures such as losses from Air India Ltd. and reduced interest income – is beginning to weigh more heavily on the bottom line. Key observations: 1. Air India Drag: The investment in Air India, while strategic in positioning SIA within a fast-growing aviation market, has evidently become a short-term liability. Losses here reduce consolidated profitability and cast doubt on the near-term returns from thi

DBS is making headlines again — surging toward the SGD$50 mark as investors cheer its strong capital position, digital growth, and dividend momentum. But beneath the surface, there’s a key risk developing for the broader sector: Net Interest Margin (NIM) compression. So while DBS flies, will OCBC (and even UOB) be dragged down? DBS Still the Star DBS has managed to outperform thanks to its diversified earnings, tech investments, and cross-border growth. Despite a softening NIM, its fee income and wealth management segments continue to support earnings. The stock’s momentum shows investors still trust its long-term story. But OCBC Feels the Pressure OCBC, more sensitive to pure lending margins, might feel a deeper impact from falling NIMs as rates peak and loan growth slows. Its China expos

The race is on between two of the biggest chip giants in the AI revolution — NVIDIA and AMD. With both stocks riding the AI wave, investors are asking a simple question: who gets to $200 first? And more importantly, which one has the better risk-reward profile from here? NVIDIA: The King with Momentum NVIDIA has already made headlines this year with its explosive rally, record-breaking market cap, and near-monopoly in AI training chips. With strong datacenter demand and growing software revenue, it’s hard to argue against its dominance. But with the stock already priced for perfection, the question is whether there's still enough fuel to keep climbing. AMD: The Challenger Rising AMD is the underdog in market cap, but not in ambition. Its MI300X chip is gaining traction, and partnerships in

The week of July 28-August 1, 2025, is a make-or-break moment for markets, with a deluge of earnings from technology, financial services, energy, and cryptocurrency sectors colliding with the Federal Reserve’s interest rate decision. The S&P 500’s record highs at 6,263.26 and Nasdaq’s 21,000 milestone reflect bullish sentiment, but a VIX at 15.94 and looming tariff risks signal volatility. Recent earnings have been a mixed bag—Alphabet’s modest 0.88% gain despite a beat and Tesla’s 4% drop on a miss highlight a market punishing weakness. Can this week’s heavyweights—Meta, Microsoft, Apple, Amazon, and others—lift the gloom shadowing the season? This report dives into the key catalysts, top stocks to watch, and strategic trading approaches to seize opportunities while managing risks. Ke

DBS’s charge toward S$50 is a big moment for Singapore’s banking sector, but also a reminder that the easy gains may be behind us—at least for now. After an incredible 52% rise last year, this year’s 16% YTD move feels steadier but also riskier, especially as DBS now trades well above book value. That kind of premium only holds if the bank can keep growing earnings—but with margin pressure now accelerating, there are definitely cracks appearing beneath the surface. A pullback after reaching new all-time highs wouldn’t be surprising at all. Profit-taking is normal at psychological milestones like S$50, and volatility could pick up quickly if upcoming earnings (from DBS or OCBC) disappoint. DBS’s own warnings about the impact of margin compression and rate headwinds show that even the strong

The race to $200 is heating up between AMD and Nvidia, and the stakes couldn’t be higher. AMD’s momentum has been undeniable—up another 2% on Friday to close at $166, riding a wave of strong earnings, new product launches, and growing belief in its ability to challenge Nvidia in AI and data centre chips. If sentiment stays this bullish and traders keep chasing “the next Nvidia,” AMD could easily keep rallying, especially if the company delivers another round of upbeat guidance or lands a major new partnership in the coming weeks. On the other hand, Nvidia’s fundamental strength remains the gold standard in AI hardware. Alphabet’s $10 billion capex is a direct signal that hyperscalers and big tech are not slowing down their AI investments—and nearly every dollar of new capex in AI infrastru

$American Airlines(AAL)$ American Airlines (NASDAQ: AAL) reported second-quarter fiscal 2025 results that outpaced Wall Street expectations on both the top and bottom lines, driven by resilient summer travel demand, cost controls, and strategic capacity management. Yet despite the upbeat quarter, the airline tempered investor optimism with a more cautious forecast for Q3, projecting a loss amid rising fuel prices, continued labor-related cost pressures, and signs of softening demand in late August and September. The mixed results underscore the challenging operating environment legacy carriers face, even as travel normalizes post-pandemic. American, the world’s largest airline by available seat miles, finds itself at an inflection point—balancing p

DBS cresting $49.21 [OMG]  is no small feat! but with a P/B North of 2.0x & margin compression looming, the climb 📈 towards $50 might need a breather. Loan book's solid 💪, but elevated valuations vs. book value suggest volatility ahead. I've held DBS since 2021 [Happy]  , & while the dividend yield (6.4%) & capital return plan are sweeteners, I'm watching 👀 for signs of fatigue. A pullback post - ATH wouldn't surprise me - especially if OCBC's earnings next week show sharper NIM erosion. Their Q1 NIM dropped 23bps, & if that trend continues, it could signal sector - wide pressure [OMG]  . That said, OCBC 's fee & insurance income held up well, & their CET1 ratio at 17.6% gives them cushion. For now, I'm holding DBS, but trimming expecta

📈 Who’s going to hit $200 first – Nvidia or AMD? My bet is firmly on Nvidia – and here’s why: 🔹 1. AI Dominance: Nvidia is the backbone of the AI revolution. With skyrocketing demand for GPUs in data centers, LLMs, and autonomous tech, their momentum is unstoppable. 🔹 2. Strong Fundamentals: The company consistently beats earnings expectations and reports record-breaking revenue growth across AI, cloud, and gaming segments. 🔹 3. Strategic Partnerships: From Microsoft to Tesla, Nvidia is embedded in the ecosystem of tech giants. That’s not just hype – it’s long-term value. 🔹 4. Ecosystem Moat: CUDA and their full-stack AI platform give Nvidia an edge beyond hardware. They’re not just selling chips – they’re selling the future. 🔹 5. Market Sentiment & Vision: With forward-thinking leader

🚀 AMD surges to $166, NVIDIA rides Alphabet’s $10B AI capex wave — Who’s got the edge in the race to $200? [Surprised] With big tech earnings looming, here’s what I’m watching.[Eye] AMD’s July run is no joke — Up 23%, breaking resistance with volume confirmation. Traders are chasing momentum, but RSI’s flashing caution ⚠️. NVIDIA’s setup is quieter, but deeper: $44B Q1 revenue, 75% margins, & hyperscale demand still ramping. Alphabet’s $10B capex is a direct tailwind 🌬️. Capex boom: Meta, Microsoft, Amazon all boosting infra spend. If this trend holds, NVIDIA’s pipeline stays loaded. But AMD could benefit too—especially in MI400 & custom silicon. Who hits $200 first? [Thinking] AMD: Momentum play could spike pre-earnings! NVIDIA: Fundamental beast, slower grind but more stayi

**Palantir’s Commercial Sector Growth: Expansion into Healthcare, Finance, and Manufacturing** Palantir Technologies has significantly expanded its commercial sector presence, diversifying from its government contract roots to become a key player in industries like healthcare, finance, and manufacturing. Its flagship platforms, Foundry and the Artificial Intelligence Platform (AIP), leverage advanced data analytics and AI to drive operational efficiency and decision-making. In Q2 2024, Palantir’s U.S. commercial revenue surged 55% year-over-year to $159 million, reflecting robust growth, with commercial revenue accounting for roughly 45% of total revenue in recent quarters. Below is an overview of Palantir’s expansion in these sectors, including recent contracts and partnerships.[](https:/

$WeRide Inc.(WRD)$   📊 WeRide (WRD) Stock Re-Analysis – July 2025 🟢 Key Strengths & Positive Developments 1. Uber Partnership = Real-World Revenue WeRide is already generating profits, which is rare in the autonomous driving sector. Its partnership with Uber in the UAE is live and growing fast, proving its business model has real traction. 2. First Profitable Quarter Achieved net income of $15.4M on revenue of $45M in Q1 2025. Gross margins at 35%, showing strong cost control even while scaling. 3. Aggressive Buyback Program Company approved a $50 million share repurchase plan – this reflects confidence by management in the long-term value. 4. IPO Float Still Low As a recent IPO, only a portion of shares are

Whether it's with stocks, money, or anything else in life, I’ve made a conscious effort to avoid greed. Why? Because I’ve come to believe that greed quietly erodes peace of mind. It pushes us to chase more, even when we already have enough. And in that endless chase, we lose sight of what truly matters—contentment and gratitude. In the Stock Market: Small Profits, Big Perspective When I invest in stocks, I always try to remind myself: a profit is a profit even if it's small. Yes, there are times when I look back and think, "I sold too early." I’ve seen stocks climb higher after I exited. I've calculated what I could have made if I had held on just a bit longer. That kind of thinking is natural, especially in a market that often rewards risk-takers. But then I pause and remind myself: “Woul

Replying to @Daily_Discussion:Hi, Daily_Discussion - one more question.  When you stated "any multiple entries within the same period" - the same period refers to "a post's submission date" OR the date Tiger assessed the submitted post. Example, my 2 posts were submitted on 27 Jul 2025.  It was left unassessed by Tiger until Mon, 28 Jul 2025 as picked posts. If I want to stick, submitting only 2 post for Tiger's (Pick or Ideal) assessment, am I permitted to submit 2 posts on Mon, 28 Jul 2025 for Tiger's assessment tagging (of Picked or Ideal).  Thanks.//@Daily_Discussion:Yes, that's what it means.[流泪]//@JC888</