CommunityConnect with experts, uncover more opportunities
1.03K
General
Mkoh
·
2025-10-14

Should You Invest in SDRs or Primary-Listed Securities? A Guide for Singapore Investors

In an increasingly globalized investment landscape, Singapore investors are spoiled for choice when it comes to accessing international stocks. One innovative option gaining traction is Singapore Depository Receipts (SDRs), which allow seamless trading of foreign companies on the Singapore Exchange (SGX) without the hassle of overseas accounts. But with SDRs come a key question: Should you opt for these convenient wrappers, or go straight to the source by investing in the securities' primary listings on their home exchanges? What Are Singapore Depository Receipts (SDRs)?SDRs are financial instruments that represent ownership interest in shares of companies listed on foreign exchanges, such as those in Thailand or Hong Kong. Issued by a local financial institution (like Phillip Securities,
Should You Invest in SDRs or Primary-Listed Securities? A Guide for Singapore Investors
TOPNorton Rebecca: SDRs’ SGD trade + low entry? Perfect for easy global diversification!
3
Report
1.49K
General
Mickey082024
·
2025-10-14

Déjà Vu After AMD: OpenAI Sparks Another AI Chip Frenzy with Broadcom & Arm

$Broadcom(AVGO)$ The AI chip wars just got another major twist. Broadcom shares surged more than 8% on Monday after reports that OpenAI is partnering with the semiconductor giant to co-develop custom AI accelerators, targeting deployment in the second half of 2026. Meanwhile, Arm Holdings soared over 8% after hours, following word that OpenAI is also collaborating with Arm on chip architecture for Broadcom’s upcoming AI designs. This announcement follows last week’s rally in AMD, sparked by speculation that OpenAI might select AMD’s Instinct chips to complement NVIDIA’s GPUs in training future large language models. The pattern feels familiar — a new “OpenAI favorite” seems to ignite each week, propelling entire segments of the semiconductor marke
Déjà Vu After AMD: OpenAI Sparks Another AI Chip Frenzy with Broadcom & Arm
TOPValerie Archibald: btc exploded will force some people to sell stocks. those people most likely would have tech stocks in their accounts. good time to pick up some blood chips!
5
Report
4.45K
General
Mickey082024
·
2025-10-14

America’s New Resource War: Rare Earths Emerge as the Oil of the AI Age

$MP Materials Corp.(MP)$ After a chaotic few weeks in the markets, a familiar theme is roaring back to life — strategic resources and geopolitical leverage. This time, it’s not oil or semiconductors grabbing the spotlight, but rare earth elements (REEs) — the crucial building blocks behind everything from electric vehicles and wind turbines to AI servers, fighter jets, and smartphones. Last week, U.S. rare earth miners surged after President Donald Trump declared that the United States would “retaliate” against China’s export controls on key critical minerals. The move reignited investor speculation that the U.S. could accelerate efforts to secure its own domestic supply chains — a theme that could reshape the global materials market in the coming y
America’s New Resource War: Rare Earths Emerge as the Oil of the AI Age
TOPAthena Spenser: MP’s long-term $50 target feels viable!
5
Report
1.17K
General
Lanceljx
·
2025-10-14
1️⃣ Broadcom’s Position in the AI Race Broadcom’s surge is justified — the reported partnership with OpenAI marks a major strategic win. The company’s strength lies in custom silicon and networking chips, not general-purpose GPUs like Nvidia’s. If OpenAI truly intends to co-develop application-specific AI accelerators, Broadcom could carve a niche similar to what TSMC is to fabrication — indispensable but behind the scenes. This makes it more of a picks-and-shovels play rather than a pure AI model bet. It’s unlikely to dethrone Nvidia, but it could easily become the next big infrastructure enabler after AMD, especially as hyperscalers look for cost-efficient, domain-specific chips. 2️⃣ On OpenAI’s “Crazy Galaxy” OpenAI is evolving from a software lab into a full AI ecosystem architect — to
1️⃣ Broadcom’s Position in the AI Race Broadcom’s surge is justified — the reported partnership with OpenAI marks a major strategic win. The company’...
TOPReg Ford: Broadcom-OpenAI deal + niche role? AI picks-and-shovels win!
4
Report
3.10K
General
Lanceljx
·
2025-10-14
I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat. Tariff exposure and how new U.S.–China measures could affect export flows. Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification. 2025 guidance updates, especially if management raises its AI-related revenue forecast again. Unless there is a major surprise on tariffs or FX impact, I e
I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-f...
TOPValerie Archibald: TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.
5
Report
2.86K
General
Jontrade
·
2025-10-13
1
Report
1.08K
Selection
The Investing Iguana
·
2025-10-14

Singapore Daily Market Update (14 Oct 2025) | 🦖 #TheInvestingIguana EP1198

🟩 📈 **SGX Update: GDP Beats Expectations, STI Climbs Steady!** Today, join Iggy from Investing Iguana as we dive into Singapore's market highlights and uncover what a resilient 2.9% Q3 GDP growth means for your portfolio. From MAS staying steady on policy to the Straits Times Index (STI) inching higher, this video is packed with insights to help you navigate the financial markets with confidence. 🦎 Whether you're looking at REIT plays like MapleTree Logistics Trust and Keppel REIT or exploring the ripple effects of Genting Malaysia's privatization, we’re shedding light on economic strategies and investment decisions that matter. Learn how domestic strength in construction and services is setting the stage for steady earnings, while manufacturing’s challenges open doors for tactical opportu
Singapore Daily Market Update (14 Oct 2025) | 🦖 #TheInvestingIguana EP1198
1
Report
1.35K
Selection
Mickey082024
·
2025-10-14

AI Superweek: Will NVIDIA, Oracle, and Salesforce Spark the Next Tech Rally?

$NVIDIA(NVDA)$ The most anticipated week in artificial intelligence and cloud computing has finally arrived — and it couldn’t come at a more crucial time for markets. After a bruising sell-off that sent the Nasdaq down nearly 3% on Friday, Big Tech stocks staged a sharp rebound Monday as investors pinned hopes on a string of high-profile AI summits that could reignite optimism and momentum in the sector. This week, three events dominate the spotlight: NVIDIA’s Open Compute Project Global Summit 2025, Oracle’s AI World Conference, and Salesforce’s Dreamforce 2025, featuring Alphabet CEO Sundar Pichai as the headline keynote. Together, these conferences bring the titans of the AI revolution under one roof — and may define the direction of the entire
AI Superweek: Will NVIDIA, Oracle, and Salesforce Spark the Next Tech Rally?
TOPValerie Archibald: This is so undervalued… literally can 10x from here… adding more, we give thanks
3
Report
1.46K
General
Emotional Investor
·
2025-10-14
What a difference a day makes... or maybe a few months... Let's talk about chip stocks.  No, not potato chips, stuff like $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$ and the others mentioned like $Broadcom(AVGO)$.  Six months ago, according to analysts these were totally over priced, the bubble was about to burst, the sky is falling. Oh my really! AI was also a bubble. Hmm. I find it fascinating that analysts can say whatever they want, without any implications, meanwhile the CEOs of companies WILL be held accountable if they talk rubbish. My advice, yes my advice not an investment advisor or a CA, but I don't listen to the sheep of Wall Street, that c
What a difference a day makes... or maybe a few months... Let's talk about chip stocks. No, not potato chips, stuff like $NVIDIA(NVDA)$, $Advanced ...
TOPMojoStellar: Ah yes, chips — not the salty kind, but the kind that keep portfolios crisp and returns spicy. 🍟➡️💻 For these silicon delights, I recommend pairing with a bold red — perhaps a tech-savvy Cabernet Sauvignon. Something with enough structure to handle the volatility and a finish as long as Nvidia's bull run. 🍷📈 Cheers to chips and sips! [Cool] @TigerEvents @Daily_Discussion @MillionaireTiger @CaptainTiger @koolgal @vodkalime @DCamel @Barcode @HelenJanet @ahyi @JC888 @GoodLife99
5
Report
1.41K
General
koolgal
·
2025-10-14
🌟🌟🌟Rare Earths' strategic importance is amplified by the fact that China  controls about 80% of global rare earth processing. Rare Earths are used in smartphones, laptops, flat screen TCs and computer harddrives. Rare Earths are also used in EVs, wind turbines as well as Defense systems such as the F35 fighter jets. That is why China has used export controls as an important leverage. @Tiger_comments @TigerStars @CaptainTiger @TigerClub

【🎁有獎話題】港股有色金屬,稀土股近期狂飆不停,中美博弈之下有邊些抵揀?

@虎港通
小虎們,受中美博弈影響,目前黃金首站4140美元,白銀破52美元!黃金與白銀期貨紛紛創紀錄!港股黃金股表現強勢![Cool]此外受益於商務部對稀土的長臂管制,稀土股再次飆漲, $北方稀土(600111)$ 成交額一度超200億,美股稀土龍頭 $CRITICAL METALS CORPORATION(CRML)$ 股價年內更是暴漲逾十倍![Call]那麼在當前中美博弈,TACO交易的背景之下,我們可以選擇哪些港股有色金屬與稀土股上車呢?[YoYo]港股今日跌幅收窄稀土板塊強勢拉昇,美股龍頭單日暴漲超16%,黃金價格刷新歷史高位,戰略金屬正成為投資界新寵。今年以來,有色金屬板塊表現亮眼,尤其是稀土和黃金概念股更是一路狂飆。現貨黃金首度突破4140美元/盎司,年內漲幅超55%;而稀土概念股同樣不甘示弱,A股 $稀土ETF(516780)$ 今年以來累計漲幅更是超89%,美股 $CRITICAL METALS CORPORATION(CRML)$ 股價年內更是暴漲逾十倍。在中美貿易摩擦升溫、聯儲局降息預期以及地緣政治風險升級的多重因素推動下,戰略金屬正迎來高光時刻。01 稀土板塊狂飆:戰略價值凸顯稀土,被稱為「新能源時代的工業黃金」,正成為全球戰略競爭的焦點。近期,稀土概念股在全球市場表現強勁。10月14日,美股稀土概念股夜盤延續強勢行情, $CRITICAL
【🎁有獎話題】港股有色金屬,稀土股近期狂飆不停,中美博弈之下有邊些抵揀?
🌟🌟🌟Rare Earths' strategic importance is amplified by the fact that China controls about 80% of global rare earth processing. Rare Earths are used i...
TOPbubblyo: This highlights a critical vulnerability in global supply chains.
12
Report
3.34K
General
Mrzorro
·
2025-10-14
ASML Earnings Preview: China, Intel, and Its Forecast $ASML Holding NV(ASML)$  , the global leader in semiconductor lithography equipment, is set to report its third-quarter earnings before the market opens on October 15. Year-to-date, ASML's stock has outperformed the $PHLX Semiconductor Index (.SOX.US)$ , and major Wall Street firms like $Wells Fargo & Co (WFC.US)$ and $JPMorgan (JPM.US)$ have recently raised their price targets ahead of the report. Option Market Signals With ASML set to report its third-quarter earnings, the options market is flashing clear signals of heightened anticipation and investor anxiety. The sharp spike in Implied Volatility to 51.13%—notably above the Historical Volatility of 45
ASML Earnings Preview: China, Intel, and Its Forecast $ASML Holding NV(ASML)$ , the global leader in semiconductor lithography equipment, is set to...
TOPValerie Archibald: Tariffs on China as of now do not matter much as ASML sell only the DUV machines and not the advanced EUV one's , ASML sells tax free all the machines to US. So sales to US are going to ramp up in the coming quarters and China may remain the same.
3
Report
7.48K
Hot
Sporeshare
·
2025-10-14
$UOB(U11.SI)$    Uob Bank - With US indexes overnight dropping more than 1.9 percents and US-China Trade tensions, stocks market may turn lower! Dow Jones Industrial Average had closed down 1.90% while the S&P 500 finished down 2.71%, and the Nasdaq Composite lost 3.56% on the day. Stocks market may become volatile and is OK to stay sideline! Pls dyodd. Uob bank, chart wise, with this new Trade tensions price may fall lower to test the recent low of 34.33. If 34.33 cannot hold, Next, she may go down to test 32.80 than 31.60 with extension to 28.52. Not a call to buy or sell! https://sporeshare.blogspot.com/2025/10/uob-bank-with-us-indexes-overnight.html
$UOB(U11.SI)$ Uob Bank - With US indexes overnight dropping more than 1.9 percents and US-China Trade tensions, stocks market may turn lower! Dow J...
TOPRon Anne: U11.SI’s 34.33 support held last 2 dips—this trade tension test’s key!
11
Report
13.17K
General
Macquarie Warrants Singapore
·
2025-10-14

Market colour: HSI, HSTECH surrender early gains to head lower after China hits back with US shipping curbs

🔻After rebounding more than 1% this morning, the Hang Seng Index (HSI) and Hang Seng Tech Index (HSTECH) are trading 1.4% and 3.3% in the red as of 217PM ❌China's levy of 400 Chinese yuan (US$56) per net ton on US ships that call at Chinese ports came into effect today, with fees set to increase each year, reaching 1,120 yuan by April 2028 🥊The move is a retaliation for the US' plan to charge port fees on Chinese-built, operated, or owned ships, also starting today This afternoon, Bloomberg reported that China's Ministry of Commerce announced limits on five American entities of Hanwha Ocean, one of South Korea’s biggest shipbuilders. 👮‍♀️China's Ministry of Transport is also conducting a probe into the impacts from the US Trade Representative’s Section 301 investigation into China’s mariti
Market colour: HSI, HSTECH surrender early gains to head lower after China hits back with US shipping curbs
Comment
Report
885
General
nerdbull1669
·
2025-10-14

Morgan Stanley (MS) Management Tone On Effect Of Fed Rate Cuts To Watch

$Morgan Stanley(MS)$ is scheduled to announce its third-quarter 2025 financial results on Wednesday, October 15, 2025, before the market opens. Analysts anticipate that the financial services giant will deliver a solid report, driven by a resurgence in investment banking and a robust trading performance. Earnings per Share (EPS): $2.10–$2.11, a notable increase from $1.88 in the same quarter last year. Revenue: $16.67 billion–$16.69 billion, an improvement from $15.38 billion a year ago. While Morgan Stanley delivered a strong performance in Q2 2025, beating analyst estimates on both earnings and revenue, the market reacted with a slight dip in the stock price. The earnings beat was primarily driven by its resilient Wealth Management segment and str
Morgan Stanley (MS) Management Tone On Effect Of Fed Rate Cuts To Watch
TOPAstrid Stephen: Snatching MS pre-earnings, hopeful for $158!
5
Report
1.28K
General
Barcode
·
2025-10-14
$Rocky Mountain Chocolate Factory(RMCF)$ $Krispy Kreme, Inc.(DNUT)$ $Starbucks(SBUX)$ 🍫📊🚨 Rocky Mountain Chocolate Factory: Transformation Meets a Harsh Reality 🚨📊🍫 I’m watching $RMCF closely as this once-sweet turnaround narrative faces its most critical credibility test yet. The company just posted fiscal Q2 2026 results that reveal a sharp divergence between top-line momentum and bottom-line collapse, all while pushing forward with new store openings and a strategic transformation. Q2 results paint a mixed picture. Total revenue rose 7% YoY to $6.823M, beating expectations and reflecting better pricing and sales mix. Adjusted EPS came in at $(0.09), narrowing
$Rocky Mountain Chocolate Factory(RMCF)$ $Krispy Kreme, Inc.(DNUT)$ $Starbucks(SBUX)$ 🍫📊🚨 Rocky Mountain Chocolate Factory: Transformation Meets a ...
TOPCool Cat Winston: 🍫📈I like how you highlighted the gross profit collapse. That $33K loss versus $600K profit last year is brutal. It’s the kind of margin breakdown that separates real turnarounds from temporary sugar highs. $SBUX executes this part so well.
7
Report
5.22K
Selection
ToNi
·
2025-10-14

The Rare Earth War: A Golden Opportunity for Investors and Military Ascendancy

On the global geopolitical stage in 2025, the “Rare Earth War” has emerged as the central battleground in U.S.-China trade tensions. With China dominating rare earth supply and imposing export restrictions, the United States is accelerating efforts to build a domestic supply chain. Far from a crisis, this confrontation presents a golden opportunity for investors. I am unequivocally bullish on the rare earth theme and the defense sector: the explosive growth in electric vehicles (EVs), green energy, and military demand will drive a revaluation of rare earth companies, while defense stocks will soar on technological upgrades and government investment. Data paints a compelling picture of a market on the cusp of transformation, and proactive investors stand to reap significant rewards. The Str
The Rare Earth War: A Golden Opportunity for Investors and Military Ascendancy
TOPJo Betsy: MP’s $2B cash + DoD backing? That’s a rare earth juggernaut in the making!
4
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24