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737
General
Lanceljx
·
09-27
1. I respect Cathie Wood’s long-term vision—she invests boldly in disruptive themes like AI, robotics, and genomics. Her conviction and transparency stand out. However, her strategy can be volatile, as it often favours innovation potential over current profitability. It suits investors who can stomach sharp drawdowns and think in decades, not quarters. 2. I’ve tracked ARK’s trades, but never followed them blindly. Their early success in 2020 showed the upside of visionary investing, yet the heavy losses later proved how valuation discipline remains crucial. Innovation is powerful, but timing and diversification still matter. 3. Between Cathie Wood and Nancy Pelosi, I’d call Cathie the “queen of conviction” and Pelosi the “queen of precision.” If I must choose one, I’d pick Pelosi, whose t
1. I respect Cathie Wood’s long-term vision—she invests boldly in disruptive themes like AI, robotics, and genomics. Her conviction and transparenc...
TOPHilaryWilde: It's refreshing to see a balanced take on both strategies.
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The Investing Iguana
·
09-27

🇸🇬 SGX Weekly Wrap—Top Gainers, Worst Drops & What I’m Watching for October (29 Sep 2025) | 🦖 #TheInvestingIguana EP1013

🟩 📈 Curious about this week's biggest movers on the Straits Times Index (STI)? Join Iggy for an action-packed breakdown of the top gainers and losers, shedding light on what these moves mean for your portfolio. Whether you're a seasoned investor or just starting, this video is packed with insights to help you make smarter investment decisions in Singapore's market. 🤑 From Prudential's buyback-fueled surge to Centurion REIT's impressive IPO debut, we explore the stories behind the headlines. Plus, we tackle key losers like Hongkong Land and PropNex, analyzing what their dips signal for local investors. With financial analysis and economic strategies tailored for CPF and SRS planning, this video is your guide to navigating the STI with discipline and focus. 📌 Key takeaways? Buybacks are boos
🇸🇬 SGX Weekly Wrap—Top Gainers, Worst Drops & What I’m Watching for October (29 Sep 2025) | 🦖 #TheInvestingIguana EP1013
TOPJo Betsy: Prudential’s buyback surge makes sense—value stocks are popping in this STI environment!
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General
Subramanyan
·
09-27
This is such a good topic for discussion that has come after a long time. My thinking on this is as follows: 1. Do you think this is a healthy pulback?: Quite agree with this. A pullback was essential though the market has been choppy after trump has come in. Every fortnight we have seen at least one pullback due to political machinations. In that context, this is not unexpected & in a way helps to remove the froth. 2. Do you agree with Powell that U.S. equities are overvalued?: certainly some areas and some counters certainly seem over valued. For example, we saw the mad spurt in $Lithium Americas Corp.(LAC)$ . Agree that there is a positive (?) move with the govt iintervention but is is really justifying the  almost 1
This is such a good topic for discussion that has come after a long time. My thinking on this is as follows: 1. Do you think this is a healthy pulb...
TOPMortimer Arthur: Honest take. Been carry these bags for 2 years now and still in the red after the pop. This has been and will be a long hold for me. It will fall another 20-30% and I will add to my position. 5-10 years from now this will pay off. I’m certain of it.
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xc__
·
09-27

Trump Slams Powell: Are High Rates Choking Your Portfolio?

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ President Trump’s fresh jab at Fed Chair Jerome Powell, branding him “incompetent” for keeping interest rates too high, has reignited the debate over monetary policy’s grip on markets. With the Fed funds rate at 4.75-5% after September’s 50bps cut, Trump argues it’s strangling growth, especially as U.S. stocks just bled for three days straight, erasing post-Fed gains. Meanwhile, Eric Trump’s $1M Bitcoin prediction and Centurion REIT’s 9.1% IPO pop in Singapore signal wild divergence in market bets. So, is Trump right—are rates crushing opportunity, and should you hedge, pivot to crypto, or ride the REIT wave? Trump vs. Powell: The Rate Rant Breakdown Trump’s latest sal
Trump Slams Powell: Are High Rates Choking Your Portfolio?
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orsiri
·
09-27

Inside the Minds of the Ultra-Rich: Rethinking Asset Allocation for 2024 and Beyond

The wealthy rarely leave their capital idle, and the 2024 J.P. Morgan survey of 190 family offices highlights how carefully top-tier investors balance growth and stability. The headline numbers are telling: equities make up roughly 33% of their portfolios, private equity and venture capital 23%, real estate 17%, fixed income 11%, hedge funds 7%, cash 6%, and other alternatives 3%. The deliberate diversification offers lessons for anyone seeking a more resilient and forward-looking portfolio. Strategic agility propels portfolios towards enduring growth Equities: Growth With Discipline Equities remain the backbone of ultra-rich portfolios, though not in a haphazard way. Around one-third of assets are allocated to public markets, but the focus is thematic rather than index-driven: AI, healthc
Inside the Minds of the Ultra-Rich: Rethinking Asset Allocation for 2024 and Beyond
TOPRon Anne: Shifting to 40% equities (from 50%) balances growth and cuts unnecessary volatility.
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660
General
MHh
·
09-27
She is definitely one with convictions and sticks to them. She chases after the few companies that could offer outsized returns. There is no speculation here. She has a rubic and a team that researches extensively to increase their win rate. In this regard of doing homework and only investing in companies that one has strong convictions and understanding of would make me agree with her style. The minor point would be she is aggressive and definitely a risk taker and her appetite for risk is beyond mine. I used to just buy ARK but also realise that the potential drawdown is not what I prefer to have. I am a relatively conservative investor so I go with thematic ETFs that is less actively managed. I think the queen of stocks is definitely cathie wood. The suspicion that Nancy pelosi does i
She is definitely one with convictions and sticks to them. She chases after the few companies that could offer outsized returns. There is no specul...
TOPvibzee: It's refreshing to see someone who values research and conviction
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1.75K
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MHh
·
09-27
I think for retail investors, the safest strategy is still buying low and selling high or even easier would be to buy ETFs and continually average down to hold for the longer term. Of course, if valuation is high, it might be wise to take profit and average down again on dips. In this sense, rules 1,4 and 6 would apply. I agree most with rule 6 because it is important to learn when to sell in the rally and be brave enough to average down during dips. There must always be sufficient cash on hand to buy the dips yet not being too heavily stuck with cash. Thus, selling when the market is strong would free up cash and allow deployment during dips. For me, ETFs are the best for me and not too volatile that I would need to keep my eyes glued to the market. My one stock would be VTI that trac
I think for retail investors, the safest strategy is still buying low and selling high or even easier would be to buy ETFs and continually average ...
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DoTrading
·
09-27

Becoming Complicated: Inflation Stays Stubborn, Markets Hesitate

U.S. stocks ended a three-day losing streak on Friday, but it wasn’t enough to salvage the week. The Dow Jones Industrial Average slipped 0.2%, the $S&P 500(.SPX)$ lost 0.3%, and the $NASDAQ(.IXIC)$ fell 0.7% over the five-day stretch. $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Apple(AAPL)$ Inflation Edges Higher Inflation The Fed’s preferred inflation gauge- the Personal Consumption Expenditures Price Index (PCE)- rose for the fourth consecutive month in August. Headline PCE increased 0.3% month-over-month, pushing annual inflation to 2.7%, while core PCE held steady at 2.9%. Th
Becoming Complicated: Inflation Stays Stubborn, Markets Hesitate
TOPValerie Archibald: XLP is hated by WS right now. All the money going into AI and tech
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1.39K
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KYHBKO
·
09-27

MIT - 95% of Generative AI projects are failing to deliver meaningful results despite $44 billion investment (27Sep2025)

The AI Hype vs. Reality: MIT Study Signals a Need for Strategic Focus Source: Forbes article A recent MIT study, “The GenAI Divide: State of AI in Business 2025,” reveals a sobering truth: 95% of generative AI projects are failing to deliver meaningful results despite $44 billion invested in AI startups and tools in the first half of 2025. This gap between hype and impact demands a strategic rethink for the AI industry. Why Projects Fail The study identifies a “learning gap” as a core issue, with enterprises deploying off-the-shelf AI models misaligned with specific business needs. Over half of AI budgets are squandered on low-impact areas like sales and marketing, while high-value domains like logistics and R&D are underutilised. Worker scepticism is rampant—62% view AI as overhyped—l
MIT - 95% of Generative AI projects are failing to deliver meaningful results despite $44 billion investment (27Sep2025)
TOPMR_Wu: Wow, such an eye-opening analysis! [Wow]
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Hot
Barcode
·
09-28
$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments
$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first w...
TOPTui Jude: 🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.
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819
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koolgal
·
09-28
🌟🌟🌟Cathie Wood stands for bold conviction , disruptive innovation and the kind of optimism that makes you believe that Tesla will colonise Mars and CRISPR will cure heartbreak. Cathie Wood is the high priestess of active growth investing .  She worships at the altar of genomics , AI and blockchain.  Her ARK Funds are like sci fi novels turned portfolios - thrilling , volatile and occasionally tear inducing. Now if we are crowning the Queen of Stocks Cathie Wood vs Nancy Pelosi? Cathie Wood : Visionary Oracle , riding waves of innovation . Nancy Pelosi:  The Stealth Strategist .  Her trades are legendary , her timing uncanny. If Cathie is the queen of dreams, Nancy is the queen of whispers - her portfolio moves like a shadow in the night and somehow lands in the green.
🌟🌟🌟Cathie Wood stands for bold conviction , disruptive innovation and the kind of optimism that makes you believe that Tesla will colonise Mars and...
TOPCareyDunlop: Wow, such a fantastic comparison! [WOW]
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Cedric77
·
09-28
Next Palantir or not? Or equate Palantir to Bitcoin and BigBear to Etherium? The One & Two AI in the Defense industries? A Quick Summary of BigBearAi Background. Always Good to know(AGTK) what are you buying into. 1. McAleenan’s (Current CEO since Jan2025)past under Trump does give BigBear.ai a potential opening, especially in a Trump administration that wants to leverage AI / defense / homeland security tools, border security, etc. But this advantage is conditional on performance, alignment, and follow-through. 2. The company is under pressure: from expectations, from government contracting complexity, from financial losses. Recent upward surges in stock price seem more driven by expectations and speculation than solid execution. 3. Analysts are pulling back somewhat. While still

‘Not the Next Palantir,’ Says Top Investor About BigBear (BBAI) Stock

Who wouldn’t want to get in on the ground floor of a wild success story? Priced cheaply, with rapid gains north of 70% in 2025, and competing in th...
‘Not the Next Palantir,’ Says Top Investor About BigBear (BBAI) Stock
Next Palantir or not? Or equate Palantir to Bitcoin and BigBear to Etherium? The One & Two AI in the Defense industries? A Quick Summary of BigBear...
TOPNorton Rebecca: Palantir-BigBear ≠ Bitcoin-Ethereum! Palantir has proven defense AI revenue, while BigBear’s surge is speculative,don’t buy the weak analogy.
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790
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Mrzorro
·
09-28
Opendoor, Intel, Nvidia, Palantir, Apple, Snap, IamGold See Rising Short Volume Opendoor, $Intel (INTC.US)$, Nvidia, $Palantir (PLTR.US)$, $Apple (AAPL.US)$, $Snap Inc (SNAP.US)$, and $Iamgold (IAG.US)$ were among the stocks that saw rising volume for the trading of borrowed shares that were sold short as the stock market rally showed signs of stress. Total short volume climbed to 42.95 million shares for $Opendoor Technologies (OPEN.US)$ on Thursday, from 18.75 million shares a day earlier, exchange data showed. That's the highest among U.S.-listed stocks with a market capital of at least $5 billion. The jump in volume came as the stock of the online platform for real estate jumped more than 10% after quantitative trading firm Jane Street Group disclosed that it has acquired more than 44
Opendoor, Intel, Nvidia, Palantir, Apple, Snap, IamGold See Rising Short Volume Opendoor, $Intel (INTC.US)$, Nvidia, $Palantir (PLTR.US)$, $Apple (...
TOPMortimer Arthur: Apple a good addition to Intel as Intel a good addition to Apple.
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1.14K
General
Success88
·
09-28
Option trading is always risky if you never trade properly. For a night can lost a few hundred or thousand within a night. Example for me I remember previously I trade in Nivida I buy call. suppose to see the stock when up but it went opposite way. I sell the option cos I feel it not able to recover. Lost a few hundred dollars. I suggest everyone if want to learn how to trade option can read as his book to gain more knowledge @TigerEvents @TigerClub @MillionaireTiger @SR050321 @SPOT_ON
Option trading is always risky if you never trade properly. For a night can lost a few hundred or thousand within a night. Example for me I remembe...
TOPNorton Rebecca: Your move to sell losing calls was smart! No pride, cut losses fast.
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710
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Pinkspider
·
09-28

Tesla volatile week

$TSLA had one of the most volatile weeks I've seen in years. It printed alternating green and red days with 20 pt moves up and down each day. By Friday we saw TSLA close at a key resistance at 440. Delivery numbers coming this week + ATH on the horizon. Here's my plan 👇 Trigger: $TSLA above 440 ✅ Trade idea: TSLA Oct 3 455C Targets: 456,465 🎯 TSLA touched 444 on Monday, dipped to 423 on Tuesday, then 419 by Thursday and reversed to 440 by Friday. It's in a tight range here above 419. If TSLA can continue to defend 430 we can see a run to 465+ by early October. Delivery numbers should be coming by Wednesday/Thursday. TSLA to 488-500 possible by next month.
Tesla volatile week
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Selection
Barcode
·
09-28

📊🧮⚖️ Large Caps Have Never Looked Less Attractive: $SPX ⚠️🧯🔎

$S&P 500(.SPX)$ $ISHARES S&P MID-CAP ETF/AUS(IJH.AU)$ $Invesco S&P 500 Equal Weight ETF(RSP)$ I’m keeping this simple. The spread in forward P/E between U.S. large caps and SMID caps has blown out again. As of 26Sep25, the S&P 500 sits near 22.5× forward earnings while the S&P 400 and S&P 600 are nearer 17.1× and 16.6×. That’s a double-digit multiple premium for size rather than for quality. The Yardeni-style chart makes it obvious; large caps have rerated while SMID has not. 🧩 Why that matters The JPM data frames it perfectly: the 30-year average forward P/E is 17.0×. Today’s 22.5× means investors are paying a 30%+ premium to history. Ad
📊🧮⚖️ Large Caps Have Never Looked Less Attractive: $SPX ⚠️🧯🔎
TOPHen Solo: 📊 The thing that caught my eye was the equity risk premium basically at zero while $SPX trades at 22x. That’s the same setup Yardeni flagged near prior peaks. When you can get $IJR at 16x with a 6 percent yield, the rotation logic becomes too strong to ignore.
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1.14K
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Sporeshare
·
09-28
$AEM SGD(AWX.SI)$     She is echoing the same lifeline for Intel as Intel is their major customer! The company may see more revenue stream coming back from Intel if their foundry operations get an improve version to compete with others! Short term wise, the price has Gapped up and running up for a few days due to this piece of news, it may continue to trend higher for a short while before reality set in. Chart wise, bullish mode! After hitting the high of 1.96, she is taking a breather. Let's see if this bullish momentum continue! The share price has gained more than 20% from 1.50+ to 1.81. She may rise up to test 1.92 than 1.96. A nice breakout smoothly plus high volume we may see her rising up further towards 2.00 and above! Pls dyod
$AEM SGD(AWX.SI)$ She is echoing the same lifeline for Intel as Intel is their major customer! The company may see more revenue stream coming back ...
TOPKittyBruno: Bullish momentum
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Furore
·
09-28
That's an interesting approach,  founder-led companies. I guess the results do speak for themselves. I didn't really follow  her trades but I heard she sold some Tesla in around May or June. Prices weren't that high back then. Recently when it hit 440 plus, I sold my Tesla thinking that maybe it's time to sell since Cathie Wood sold too. Maybe if she buys Tesla again, I may consider following.
That's an interesting approach, founder-led companies. I guess the results do speak for themselves. I didn't really follow her trades but I heard s...
TOPAthena Spenser: Cathie sold Tesla at lower prices, so I sold at $440 too!
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Furore
·
09-28
I personally don't believe in Intel's revenge comeback. I think it's a short term media fuelled rush to get on the boat. Even if other giants team up with Intel, I think the price will drop when the hype is over unless they really produce good results. Intel had always been unable to keep up with its highs. The higher it goes, the faster it drops. Instead of jumping into the boat, maybe shorting could be another option for speculative traders.
I personally don't believe in Intel's revenge comeback. I think it's a short term media fuelled rush to get on the boat. Even if other giants team ...
TOPVenus Reade: the real value of Intel without Government or NVDIA is about $50.
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1.14K
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Lanceljx
·
09-28
Here is a structured view of the situation, along with my views and a tentative tactical posture. (These are not investment recommendations, but rather a reasoned framework.) --- 1. Is this a “healthy” pullback? In my view, yes — and in fact I would prefer to see occasional corrective pressures in such a stretched market. Here’s why I lean that way: Supporting arguments for a healthy pullback Overbought conditions: The U.S. equity market has run strongly through September (helped by the Fed’s rate cut). At some point, profit-taking and trimming become natural. Valuation introspection: With many valuation metrics at (or near) extremes, a modest pullback helps “reset” investor expectations. Technical/composure: A shallow, controlled decline (say 3%–5%) is often healthier than letting sentime
Here is a structured view of the situation, along with my views and a tentative tactical posture. (These are not investment recommendations, but ra...
TOPAthena Spenser: 3%-5% pullback’s healthy! Cools overbought markets, resets valuations—stick to core ETFs, no need to panic sell!
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