From Cash Burn to Chip Power: Is Alibaba a Buy-and-Hold to $150?
$Alibaba(BABA)$ Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s
I’m starting this week focused on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ after its better-than-expected earnings drove a strong surge. The company’s push to revitalize Taobao and expand instant retail shows it can still generate growth despite headwinds. After years of underperformance, this move feels like a potential turning point and a sign of renewed investor confidence. Still, I’m cautious about chasing the rally. The beat gives Alibaba momentum, but China’s market remains volatile with regulatory and macro risks. I’ll be watching if the stock can hold above resistance and turn it into support, rather than seeing short-term profit-taking. Overall, my mood is neutral-to-optimistic. I see Alibab
🐾 Options Puppy Plays with JEPI: A Covered Call Snack
As an investor, I position myself as a disciplined learner in the markets, focusing on covered calls and cash-secured puts under the framework of my “Options Puppy” journey. With a background in accounting studies, I have developed a strong foundation in financial analysis, capital allocation, and risk management. My core strategy is built on financial freedom through stable income streams, beginning with the reliability of Singapore government bonds, while enhancing returns through options premium generation and Tiger Vault strategies. This dual approach balances long-term security with short-term cash flow, enabling me to service housing loans and meet daily living expenses without financial strain. Ultimately, I believe in applying freedom rules: disciplined capital management, prudent
Not Expected. The results were in, $NVIDIA(NVDA)$ dutifully released their Q2 2026 earnings after US market closed on Wed, 27 Aug 2025. Despite hitting the marks on both top and bottom line, its stock fell in post market trading (more about that later). Q2 Earnings. Earnings compared with estimates from analysts polled by LSEG: Earnings per share: $1.05 adjusted vs $1.01 estimated vs vs Q2 2024’s $0.68; that’s a +54.41% YoY gain. Revenue: $46.74 billion vs $46.06 billion estimated vs Q2 2024’s $30 billion; that’s a +55.8% YoY growth. Net income: came in at $26.42 billion vs Q2 2025’s $16.6 billion, that’s a +59% YoY gain. Gross margin (include H20 related charges): was 72.7% vs Q2 2025’s 75.7%, that’s a -3.0% YoY decline. Overall perfo
$Dell Technologies Inc.(DELL)$ delivered record revenue for its second fiscal quarter of 2026 (ending July 2025), with total revenue reaching $29.8 billion—a 19% year-over-year increase that exceeded market expectations. However, underlying concerns lurk behind the impressive figures: gross margin declined to 18.3% (down 2.9 percentage points year-over-year), traditional business growth remained sluggish, and explosive AI server deliveries squeezed profit margins. Despite exceeding expectations in AI order fulfillment, market skepticism persists regarding the company's sustained growth momentum and profitability quality.Performance: AI servers drive revenue growth, but structural challenges become more apparent.1. Explosive growth in AI infrastruc
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What Assets Are Favored In 2025? Dollar Index -9.8% While China Equity +22%
Asset Performance: Gold Leads the Way, China Rides the Tailwind, Dollar Under PressureOver the past year, asset classes have shown significant divergence in performance. Gold $SPDR Gold Shares(GLD)$ led the pack with a 30.5% annual return, reflecting robust safe-haven demand; European equities $iShares Europe ETF(IEV)$ (24.5%) and Chinese equities (21.9%) $iShares China Large-Cap ETF(FXI)$ followed closely, while Bitcoin (19.5%) exhibited greater volatility.In contrast, the U.S. Dollar Index $USD Index(USDindex.FOREX)$ fell 9.8%, while crude oil prices declined 10.3%, highlighting pressures in commodity and curren
$CRITICAL METALS CORPORATION(CRML)$ although uptrend is still intact, short term wise, it is consolidating, as far as the trend goes. However, momentum for rare earth minerals is not going away anytime soon. As the clock ⏰ ticks into September, the traditionally weak month for stock market performance, it will be interesting to see how this mining company performs. That's part of the reason for my selling covered calls on it that would expire on 19th of the month. I don't expect my principal to be called away. The price briefly hits the strike price of $7.50 but it didn't hold. Not that I expect from what I see in the chart. At least I get to keep premium! [Tongue] [Silence] [Chuckle] My suggestion for it is to sit ti
$Grab Holdings(GRAB)$ made it! Closed all the sell call this Friday n shifted it a month. Prolong the stock again. Above 5,they are not mine. Wonder if I get assign 400 below $5. Huat again.