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Kenny_Loh
ยท
2025-09-26

๐Ÿพ ๐‚๐ž๐ง๐ญ๐ฎ๐ซ๐ข๐จ๐ง ๐€๐œ๐œ๐จ๐ฆ๐ฆ๐จ๐๐š๐ญ๐ข๐จ๐ง ๐‘๐„๐ˆ๐“ ๐ˆ๐๐Ž ๐ƒ๐ž๐›๐ฎ๐ญ ๐š๐ญ ๐’๐†๐—

Honored to be invited as a guest for the Centurion Accommodation REIT (CAREIT) IPO ceremony at the SGX IPO Arena today. CAREIT marks a milestone as Singaporeโ€™s first pure-play purpose-built living accommodation REIT, debuting strongly with an opening price of S$0.98โ€”11.4% above its IPO price of S$0.88. The offering raised an impressive S$771 million, making it the cityโ€™s second-largest IPO this year and drawing overwhelming investor interest with total demand oversubscribed by 16.6 times. $Cent Accom REIT(8C8U.SI)$ $Centurion(OU8.SI)$ This new REIT features a resilient portfolio of 14 high-quality assets with a combined value of S$1.8 billion, including: ๐Ÿ  Five purpose-built workersโ€™ accommodation pr
๐Ÿพ ๐‚๐ž๐ง๐ญ๐ฎ๐ซ๐ข๐จ๐ง ๐€๐œ๐œ๐จ๐ฆ๐ฆ๐จ๐๐š๐ญ๐ข๐จ๐ง ๐‘๐„๐ˆ๐“ ๐ˆ๐๐Ž ๐ƒ๐ž๐›๐ฎ๐ญ ๐š๐ญ ๐’๐†๐—
TOPSGX_Stars: Singapore's Centurion Accommodation REIT $Cent Accom REIT(8C8U.SI)$ raised US$599 million in its initial public offering, with its stock opening up 9.1% on Wendnesday, making it the second-largest IPO this year. This helped push Singapore's IPO fundraising to US$1.4 billion this year, a six-year high and a sign of a market recovery.[Allin][Allin][Allin]
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1.07K
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kibkibkib
ยท
2025-09-26
$NVIDIA(NVDA)$   https://www.bloomberg.com/news/articles/2025-09-25/david-einhorn-sees-tremendous-capital-losses-from-ai-spending โ€œDavid Einhorn cautioned that the unprecedented amount of spending on artificial intelligence infrastructure may destroy vast amounts of capital,โ€ Basically this is nonsensical, the infrastructure will always exists and not a one-time use like consumer products. His perspective is too dreamy or groundless. This is never about creating a consumer product that maybe nobody is going to buy, compute power will always earn its own investments back overtime and that demand never decline historically.  โ€œdestroy vast amounts of capitalโ€ this clearly shows that he lacks understanding of h
$NVIDIA(NVDA)$ https://www.bloomberg.com/news/articles/2025-09-25/david-einhorn-sees-tremendous-capital-losses-from-ai-spending โ€œDavid Einhorn caut...
TOPVenus Reade: Pe is 60 while chip sector average Pe is 20.. $75 is a more logical price for NVDA
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nerdbull1669
ยท
2025-09-26

Why Diversifiers To Manage U.S. Stocks Valuation Concerns and Macro Risks.

When U.S. equities are expensive, investors often look for diversifiers to manage valuation and macro risks. In this article, I would like to share how we are breaking them down into three parts: U.S. stock valuations, Precious metals, Cryptocurrencies With this approach, we will pull them together in portfolio terms. U.S. Stock Valuations Current backdrop: U.S. equities (S&P 500, Nasdaq) trade at forward P/E ~20โ€“22x, above long-term averages (~15โ€“16x). This leaves limited margin of safety. Macro risks: Rate cuts may support valuations, but sticky inflation, slowing earnings growth, or geopolitical shocks could expose downside. Implication: Overvaluation suggests future returns (next 5โ€“7 years) may be below average. S&P 500 Forward P/E ratio as of 25 Sep 2025 is at 23.45, in late A
Why Diversifiers To Manage U.S. Stocks Valuation Concerns and Macro Risks.
TOPdong123: It's crucial to consider the risks associated with high stock valuations.
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Binni Ong
ยท
2025-09-26

Momentum Watch: TSLA at Resistance, Supports Mapped

Tesla ( $Tesla Motors(TSLA)$ ) โ€“ Some news and key levels Q3 deliveries chatter: Several outlets flagged improving Q3 delivery expectations (helped by China registrations), though some caution on Q4. Investors+2GuruFocus+2 Insider buying: Shares got a lift last week after Elon Musk bought ~$1B of TSLA stock, signaling confidence. Trend: Strong rebound; testing the prior pivot band US$420โ€“440. Momentum constructive but near a historically heavy zone. Key levels (from your chart): Support 1: US$410 Support 2: US$380 What to watch: Follow-through above ~US$440 on rising volume for continuation; loss of momentum likely brings a retest of the noted supports. Note whether $380 support can hold. Using DLCs for short term trading Long DLCs (e.g.
Momentum Watch: TSLA at Resistance, Supports Mapped
TOPMortimer Arthur: Another terrible day for shorts. The worst is yet to come: historical high next week; $600 EOY; $1,000 next year!
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735
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The Investing Iguana
ยท
2025-09-26

Why PLQ Mall Could Be the Game-Changer Lendlease REIT Needs | ๐Ÿฆ– #TheInvestingIguana EP1012

๐ŸŸฉ ๐Ÿข Curious about Lend Leaseโ€™s PLQ Mall play? Join Iggy as we unpack what could be a game-changing move for REIT investors. This isnโ€™t just another acquisitionโ€”itโ€™s a strategic portfolio shift that combines Orchard Roadโ€™s prime retail power with PLQ Mallโ€™s reliable suburban cash flow. Whether you're investing for yields or eyeing long-term value, this video is packed with insights to help you make informed investment decisions. ๐Ÿ“Š From financial analysis of balance sheets to the market context for retail REITs in Singapore, weโ€™re shedding light on why this potential deal matters more than it seems. Learn how full control over PLQ Mall could unlock rental growth, maintain distribution stability, and create a balanced portfolio fit for seasoned and new investors alike. Plus, we tackle the ris
Why PLQ Mall Could Be the Game-Changer Lendlease REIT Needs | ๐Ÿฆ– #TheInvestingIguana EP1012
TOPMR_Wu: Sounds intriguing! I'd love to hear more about the potential risks involved with this move.
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RocketBull
ยท
2025-09-26
๐Ÿšจ๐ŸšจA summary of the global market analysis for today, September 26, 2025, highlights mixed sentiment driven by central bank policy, economic data, and geopolitical trade tensions. Global Market Summary  1. US Markets (As of September 25 Close/September 26 Futures):  * Positive Weekly Trend: Despite a modest midweek pullback, major US indices (NASDAQ, S&P 500, Dow) finished the prior week strongly, with the NASDAQ up over 2% and the S&P 500 and Dow up over 1%.  * Federal Reserve: The Fed delivered a quarter-point interest rate cutโ€”the first since late 2024. However, stronger-than-expected US economic data has caused traders to pare back expectations for aggressive future rate cuts, with bets shifting from four to six cuts by the end of 2026 to potentially four at most.
๐Ÿšจ๐ŸšจA summary of the global market analysis for today, September 26, 2025, highlights mixed sentiment driven by central bank policy, economic data, a...
TOPValerie Archibald: My opinion. Amazon is doing what Netflix did less than two years ago. Going with one household on Prime. Any additional family in other locations will cost more money. Netflix did this and massive revenue came in. Look at Netflix price how it rocketed. This Prime switch over starts October 1.
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koolgal
ยท
2025-09-26
๐ŸŒŸ๐ŸŒŸ๐ŸŒŸ"Buy high, sell low" - this is the unofficial motto of every rookie  investor who thought that he is the next Buffett after one green candle. Mine?  Holding on to Top Glove like it was a family heirloom.  I watched it bleed, rationalised every dip and whispered sweet nothings like it will recover while it quietly packed its bags and moved to the basement of my portfolio. At some point it wasn't a stock anymore.  It was a character building exercise . But here's the thing:  It wasn't a failure.  It was tuition.  The markets charged me a fee and in return I got wisdom. Now I know - Cut the losers, ride the winners and never confuse hope with strategy. Top Glove did not just cost me money.    It taught me a valuable lesson. So yes I have b
๐ŸŒŸ๐ŸŒŸ๐ŸŒŸ"Buy high, sell low" - this is the unofficial motto of every rookie investor who thought that he is the next Buffett after one green candle. Min...
TOPIpohTrader93: You are better to invest in sp500 index fund and just do nothing if you cant outperform the index.
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General
MHh
ยท
2025-09-26
I wonโ€™t bank on intelโ€™s revenge comeback. It still depends to be seen whether it can fulfil its end of the deal with these various tie-ups. I see these as intelโ€™s partners wanting to rely less on their current partners and hence being held hostage if their current partners ditch them rather than intel being recognised for its own strengths. It is the second best alternative and not a true rival. Rivals partner with it because cooperation is better than cut throat competition. I think any of its current rivals like ARM and Qualcomm might partner with it to reduce the pain of rivalry and to collectively capture more market share. As the saying goes, the enemy of your enemy can be your friend because both have the same enemy. They could partner to push out one company first. I see metaโ€™s
I wonโ€™t bank on intelโ€™s revenge comeback. It still depends to be seen whether it can fulfil its end of the deal with these various tie-ups. I see t...
TOPNinaEmmie: Insightful perspective! Totally agree! [Wow]
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61.53K
General
Elliottwave_Forecast
ยท
2025-09-26

Elliott Wave: Natural Gas May Drop Further Before Buyers Step In

Natural Gas has been showing some interesting price action lately, and for traders who use Elliott Wave analysis, the current setup is worth a closer look. The market has been moving through a double three correction characterized by a series of lower lows and lower highs. Both the daily and 4-hour charts suggest we might be approaching a turning point. Instead of guessing where price might go next, Elliott Wave helps us understand the structure behind the movesโ€”giving us a clearer idea of what could be coming. In this post, weโ€™ll break down what the wave counts are showing on both timeframes, highlight key levels for traders and highligh invalidaion level for the wave count. We will also explain why patience might be the smartest move right now. Letโ€™s take a look at the charts and see wha
Elliott Wave: Natural Gas May Drop Further Before Buyers Step In
TOPzippyloo: Impressive analysis, so insightful! [Great]
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General
Pinkspider
ยท
2025-09-26
10 stocks I would buy for the long term: ๐Ÿ‘‡ 1. $TSLA- itโ€™s an American company that is leading the charge in robotics, autonomy and manufacturing. Itโ€™s a force for good with the help of Elon musk. 2. $BMNR - Tom Lee will lead this company to the promised land. Ethereum is the future and many companies are building on their blockchain. Bitmine plans to own more than 5% of the total network. 3. $SOFI - banking is changing and fintechs are the future. They plan to be a top 10 banking institution in the U.S. they are extremely profitable and growth is trending higher. 4. $HOOD - Robinhood is the future of investing/banking/betting and will offer tools and services that help people increase their wealth. They are also growing like crazy. 5. $RKLB - SpaceX and rocketlab are the two space related
10 stocks I would buy for the long term: ๐Ÿ‘‡ 1. $TSLA- itโ€™s an American company that is leading the charge in robotics, autonomy and manufacturing. I...
TOPVenus Reade: SoFi, a public company, observes a quarterly quiet period that begins on the 16th day of the last month of each quarter and ends when its quarterly earnings are reported .
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1.15K
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Pinkspider
ยท
2025-09-26

Top 10 stocks to buy for long term

10 stocks I would buy for the long term: ๐Ÿ‘‡ 1. $TSLA- itโ€™s an American company that is leading the charge in robotics, autonomy and manufacturing. Itโ€™s a force for good with the help of Elon musk. 2. $BMNR - Tom Lee will lead this company to the promised land. Ethereum is the future and many companies are building on their blockchain. Bitmine plans to own more than 5% of the total network. 3. $SOFI - banking is changing and fintechs are the future. They plan to be a top 10 banking institution in the U.S. they are extremely profitable and growth is trending higher. 4. $HOOD - Robinhood is the future of investing/banking/betting and will offer tools and services that help people increase their wealth. They are also growing like crazy. 5. $RKLB - SpaceX and rocketlab are the two space related
Top 10 stocks to buy for long term
TOPsamova: I have been following these stocks for a long time:$Tesla Motors(TSLA)$ $SMIC(00981)$ $Opendoor Technologies Inc(OPEN)$ $XIAOMI-W(01810)$ $MICROPORT(00853)$
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Pinkspider
ยท
2025-09-26

PCR REPORT DETERMINE WHERE WE ARE HEADING

Todayโ€™s PCE and Core PCE prints at 8:30am ET will determine the direction of $TSLA heading into Q3 delivery numbers. A major surprise (PCE running hot) will likely trigger a broader market sell off, which increases the probability of $TSLA printing a local top at $444.98 This could cause broader markets to enter a near term correction, likely dragging $TSLA towards $410 or lower. If the PCE print doesnโ€™t come in hot, we should expect markets to bounce on relief, which would help $TSLA attempt to break towards the local high and $450. In this scenario, we will be taking profit on our calls into strength to lock in gains ahead of a possible sell the news reaction on Q3 2025 deliveries.
PCR REPORT DETERMINE WHERE WE ARE HEADING
TOPEnid Bertha: this is going to be epic next week. should have covered bears. now you have to. nobody feels bad either
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General
a4xrbj1
ยท
2025-09-26
Playing catchup? That's what's wrong with these so-called WS analysts. You build a model based on many parameters where you estimate the future sales and profit. Then you stick to that model and "reverse calculate" your price target based on current stock price. This colorful clown called Dan Ives is one of the worst stock pumpers for Tesla and Apple as well. I don't know why he gets so much prime time to show off his newest colorful clothes and throwing buzz words into the ring. He has no model. His price target are always surprisingly round numbers. $500 and now $600. What rubbish is that? What kind of business is Tesla getting the next year that even remotely justifies the already 250x P/E? He's totally ignoring that in 4 days no one with a sane mind is going to buy a Tesla in the US as

Tesla Stock Now Has a $600 Price Target on Wall Street

$Tesla(TSLA)$ stock raced ahead in recent weeks, leaving Wall Street price targets in the dust. Now, analysts are playing catch-up.Friday, Wedbush analyst Dan Ives hiked his Tesla price target to a...
Tesla Stock Now Has a $600 Price Target on Wall Street
Playing catchup? That's what's wrong with these so-called WS analysts. You build a model based on many parameters where you estimate the future sal...
TOPMerle Ted: Apples on a verified breakout..on 3 pt dips you should be buying, adding to your positionโ€ฆ
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Option_Movers
ยท
2025-09-26

Option Movers | TSLA Shows Bearish Sentiment; Traders Are Selling ORCL Calls

U.S. stocks ended moderately lower on Thursday (Oct 2), with most S&P 500 sectors down as economic data increased uncertainty over the outlook for interest rate cuts from the Federal Reserve.Regarding the options market, a total volume of 65,086,620 contracts was traded on Wednesday, call ratio accounted for 59%.Top 10 Option VolumesTop 10: $NVDA(NVDA)$; $TSLA(TSLA)$; $INTC(INTC)$; $AAPL(AAPL)$; $AMZN(AMZN)$; $PLTR(PLTR)$; $MSTR(MSTR)$; $ORCL(ORCL)$
Option Movers | TSLA Shows Bearish Sentiment; Traders Are Selling ORCL Calls
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HKEX_Comments
ยท
2025-09-26

Weekly | HSI Fell Below 26,000 Amid Market Pressure

Hong Kong stocks pulled back this week. $HSI(HSI)$ lost 1.57%, closing right on the psychological 26,000 mark.Policy Expectations FizzleOn Monday, China held a high-profile press conference on โ€œachievements in finance during the 14th Five-Year Plan.โ€ Top regulators, including PBOC Governor Pan Gongsheng and CSRC Chairman Wu Qing, took questions.But investors were left disappointed. The event highlighted long-term progress, not short-term policy tweaks. Hopes for immediate stimulus faded when Pan stressed that Chinaโ€™s monetary policy would โ€œfollow its own courseโ€ while balancing internal and external needs.Overseas, Fed Chair Jerome Powell bluntly said on Tuesday that U.S. equities look โ€œquite highโ€ by historical standards. He noted many valuation m
Weekly | HSI Fell Below 26,000 Amid Market Pressure
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1.60K
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SGX_Stars
ยท
2025-09-26
Singapore's Centurion Accommodation REIT $Cent Accom REIT(8C8U.SI)$ raised US$599 million in its initial public offering, with its stock opening up 9.1% on Wendnesday, making it the second-largest IPO this year. This helped push Singapore's IPO fundraising to US$1.4 billion this year, a six-year high and a sign of a market recovery.[Allin][Allin][Allin]

๐Ÿพ ๐‚๐ž๐ง๐ญ๐ฎ๐ซ๐ข๐จ๐ง ๐€๐œ๐œ๐จ๐ฆ๐ฆ๐จ๐๐š๐ญ๐ข๐จ๐ง ๐‘๐„๐ˆ๐“ ๐ˆ๐๐Ž ๐ƒ๐ž๐›๐ฎ๐ญ ๐š๐ญ ๐’๐†๐—

@Kenny_Loh๏ผš
Honored to be invited as a guest for the Centurion Accommodation REIT (CAREIT) IPO ceremony at the SGX IPO Arena today. CAREIT marks a milestone as Singaporeโ€™s first pure-play purpose-built living accommodation REIT, debuting strongly with an opening price of S$0.98โ€”11.4% above its IPO price of S$0.88. The offering raised an impressive S$771 million, making it the cityโ€™s second-largest IPO this year and drawing overwhelming investor interest with total demand oversubscribed by 16.6 times. $Cent Accom REIT(8C8U.SI)$ $Centurion(OU8.SI)$ This new REIT features a resilient portfolio of 14 high-quality assets with a combined value of S$1.8 billion, including: ๐Ÿ  Five purpose-built workersโ€™ accommodation pr
๐Ÿพ ๐‚๐ž๐ง๐ญ๐ฎ๐ซ๐ข๐จ๐ง ๐€๐œ๐œ๐จ๐ฆ๐ฆ๐จ๐๐š๐ญ๐ข๐จ๐ง ๐‘๐„๐ˆ๐“ ๐ˆ๐๐Ž ๐ƒ๐ž๐›๐ฎ๐ญ ๐š๐ญ ๐’๐†๐—
Singapore's Centurion Accommodation REIT $Cent Accom REIT(8C8U.SI)$ raised US$599 million in its initial public offering, with its stock opening up...
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23.75K
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WallStreet_Tiger
ยท
2025-09-26

๐Ÿค”Bubble Carnival or "Baby Bubble"? Indexes & MAG7 Valuation Amid the AI Boom

[Heart]Hello Tigers,Is the US market curently a Carnival Before the Bubble Bursts or a "Baby Bubble"?[Allin]On September 25, the three major U.S. stock indices closed lower for the third consecutive day: the $Dow Jones(.DJI)$ fell 0.38%, erasing all gains since the Federal Reserve signaled a "50bp rate cut" on September 18; the $S&P 500(.SPX)$ dropped another 0.5%, with a cumulative 1.8% decline over three days; and the $NASDAQ 100(NDX)$ also fell 0.5%, showing obvious short-term pressure.Latest Valuation Check-Up: Big-3 Indexes & Mag-7 at a Glance:TickerLatest Price($)YTD 2025TTW P/EForward P/EAverage P/E in 10 yrsForward P/E VS. Average P/E in 10 yrs
๐Ÿค”Bubble Carnival or "Baby Bubble"? Indexes & MAG7 Valuation Amid the AI Boom
TOPEsther_Ryan: Bill Ackman on his $Amazon.com(AMZN)$ investment: "Currently, only about 20% of IT workloads are estimated to be hosted in the cloud, a percentage that is expected to steadily increase and eventually invert over time."
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Tom_Brady
ยท
2025-09-26

LAC Doubled in Two Days โ€” Is It Still Worth Buying?

$Lithium Americas Corp.(LAC)$ has been on fire. The stock nearly doubled in just two trading days, with one day alone up almost 96%. The reason? A Reuters report that the Trump administration might revise a $2.3 billion Department of Energy loan to the company โ€” and even take a 5%โ€“10% equity stake. For a company worth less than $1 billion before the news, that was enough to send shares skyrocketing.Now the question is: after such a huge jump, is it still worth buying?Why This Company MattersLAC owns the Thacker Pass project in Nevada, the largest known lithium deposit in North America. Lithium is the key ingredient for EV batteries, and the U.S. is trying to cut its dependence on imports from China, Chile, and Australia.Phase 1 of Thacker Pass is e
LAC Doubled in Two Days โ€” Is It Still Worth Buying?
TOPMerle Ted: With short interest at 20+% and the recent price jump they will probably do a raise, which they are guaranteed to fill as short positions need to close out.
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TigerVision888
ยท
2025-09-26
$JD.com(JD)$ Resume my accumulation as technicals are showing signs of a new rally boosted by a low PE of only 8 and the impending expectation of HSI hitting 30,000 the next few months. The last earnings showed a lot of positives and the price value is likely still lagging. 
JD
09-26 02:12
USJD.com
SidePrice | FilledRealized P&L
Buy
Open
34.99
50
-14.85%
Holding
JD.com
$JD.com(JD)$ Resume my accumulation as technicals are showing signs of a new rally boosted by a low PE of only 8 and the impending expectation of H...
TOPValerie Archibald: Week after week passes and JD is in the same place, someone is keeping it on a very short leash. You have to be smart and not sell, there will be a day when these shares shoot up like a rocket.
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