🇸🇬 SG Stocks Q4 2025—Winners, Losers & What Income Investors Should Watch Now 🦖 EP1213
🟩 📈 Ready to elevate your investment game? Join Iggy from the Investing Iguana as we dive into DBS, REITs, and Q4's biggest winners! Packed with insights for Singapore investors, this video breaks down October's top performers, sheds light on key trends, and helps you make smarter investment decisions for the months ahead. Whether you're eyeing DBS's wealth management edge, REITs' AI-driven growth, or ST Engineering's global momentum, we've got you covered. 💡 What you'll discover: - 🔍 The inside scoop on DBS, UOB, and OCBC—who's a buy, hold, or avoid? - 📊 Why Keppel DC REIT and Frasers Centrepoint Trust are set to shine in Q4. - ⚙️ Industrial power plays like ST Engineering and Yangzijiang Shipbuilding. - 🚩 Key risks to dodge, from China property pitfalls to overstretched valuations. Wheth
Post-Earnings Plunge: LRCX Cautious Q2 Guidance Sparks AI Optimism vs. Geopolitical Fears Debate
$Lam Research(LRCX)$ released its Q1 FY2026 earnings report (ending September 28, 2025), delivering solid results while facing short-term cyclical fluctuations and macroeconomic uncertainties. Specifically, revenue and EPS both slightly exceeded expectations, while gross margin and operating margin hit all-time highs, reflecting robust resilience amid AI-driven semiconductor equipment demand. The overall performance was "excellent," with key highlights including robust demand for AI-related high-end deposition and etching equipment, driving growth in foundry and memory businesses. Potential concerns stem from the short-term impact of export restrictions to China and the slight sequential decline indicated in guidance, which may reflect industry cy
IBM Q3: A Tale of Two Cities? AI Soars to $9.5B, But Red Hat Cools Off.
The global tech transformation has entered a new phase centered on generative AI and data compliance. $IBM(IBM)$ delivered a Q3 2025 report card marked by both strengths and concerns. The company delivered better-than-expected revenue and EPS while raising its full-year revenue and free cash flow guidance. However, growth in its key high-margin software business—particularly the hybrid cloud segment represented by Red Hat—has slowed, becoming the core point of divergence in short-term market sentiment.Specifically, IBM reported revenue of approximately $16.33 billion for the period, with adjusted earnings per share exceeding expectations. Its "AI book of business" has reached nearly $9.5 billion, with hardware/infrastructure (led by
Gold’s 6.4% plunge marks a significant shake-up — the largest since 2013 — and many traders see $4,000 as a key psychological and technical support level. A decisive break below that could trigger algorithmic selling, sending prices toward $3,900 or even $3,800. Personally, I would not rush to “buy the dip” yet. While long-term fundamentals for gold remain solid — driven by persistent inflation concerns, central bank accumulation, and geopolitical uncertainty — short-term momentum has clearly shifted bearish. A gradual accumulation strategy might be more prudent: start scaling in around $4,000 but reserve liquidity in case it slides further. Yes, gold remains a small but strategic holding in my portfolio (mainly via ETFs), serving as a hedge against volatility and fiat debasement. But for
The recent disclosures that the U.S. Department of Commerce (led by Paul Dabbar) is in talks with quantum-computing firms to take equity stakes in exchange for federal funding represent a significant strategic shift. Below is my breakdown of what this means, the risks and opportunities, and how I view the move from an investment perspective. --- ✅ What the news is Several U.S. quantum computing companies — specifically IonQ, Inc. (ticker IONQ), Rigetti Computing, Inc. (RGTI), and D‑Wave Quantum Inc. (QBTS) — are reported to be negotiating with the U.S. government to give the Commerce Department an equity stake in return for at least US$10 million each of federal backing. The rationale: quantum computing is deemed a “critical sector” for national competitiveness (materials, drug disco
⚠Top mover alert: PopMart trades back down 8.9% - biggest drop in 6 months
🔻 $POP MART(09992)$ shares dropped as much as 11% this morning to its lowest level since 3 June 2025, and is seeing its biggest one-day fall since 7 April (due to the tariff announcements) ❓The drop came on the back of an analyst's comment on concerns that PopMart's growth will deccelerate in the coming quarters despite topping estimates with its latest 3Q revenue growth numbers ✴✳On the back of today's -8.8% drop as of 1050AM, Macquarie's trending PopMart put warrant $PopMart MB ePW251202(NNWW.SI)$ (https://warrants.com.sg/tools/livematrix/NNWW) is up 44.3% to SGD 0.088 while trending call warrant $PopMart MB eCW260203(FRIW.SI)$ (https://warrants.com.sg/t
Trend Reversal Risk? Pop Mart Charts a Classic Head and Shoulders Pattern
$POP MART(09992)$ formed a Head and Shoulders pattern, a classic technical setup that often signals potential trend reversal after a strong rally. The left shoulder and right shoulder are roughly aligned around the HK$280-290 zone, while the head peaked near HK$340. The neckline support sits around HK$230–236, an important level now being tested. A break below the neckline (HK$230) would confirm the pattern and could lead to further downside. Next support at HK$200 which is a round number support. How to Use DLC for Short-Term Trading Long DLCs (e.g. $Popmart 5xLongSG270706(IAUW.SI)$ ) may be suitable for traders looking to capture short-term rebounds above HK$230. Short DLCs (
Gold's Next Step: Eyeing Bitcoin, The More Potent Digital Gold 2025 has undoubtedly been a banner year for gold investors. Driven by global economic uncertainty, geopolitical risks, and continued buying by central banks, $Gold - main 2402(GCmain)$ , the world's largest asset, has experienced a spectacular bull market. Its intra-year gains once exceeded 60%, it has nearly tripled in price since 2019, and its market capitalization has surpassed the combined market value of the assets ranked roughly 2nd to 10th. However, after hitting a record high of over $4,381 per ounce, the market revealed its double-edged nature: on October 21, gold experienced its largest single-day drop since 2013, plummeting over
So what did we learn from Elon on Q3 earnings: 1. Safety driver will be removed from Robotaxi in Austin by EOY. 2. Robotaxi is expanding fast—3x so far since launch! 3. Optimus production starts Q1/26. 4. Cybercab on track for production Q2/26. 5. Tesla Energy is growing on a massive scale. 6. FSD v14 is available to all new subscribers now. 7. AI5—40x more advanced than AI4—will be produced by Samsung (cutting back on NVDA). 8. Demand is at peak for M/Y. 9. Semi on track for scaled production. 10. Elon reiterates how important it is to own a controlling vote to ensure Optimus is not taken by another demon entity!!
💥 Intel’s 80% Surge: Can Q3 Earnings Push It Past $40?
$Advanced Micro Devices(AMD)$$NVIDIA(NVDA)$$Intel(INTC)$ Intel’s stock has staged a remarkable comeback in 2025, climbing 82% from a low of $17.66 to its current price of $36.92, as shown in the finance card above. After a brutal 2024 where it shed nearly 60% of its value, the chipmaker’s turnaround has been fueled by strategic investments and a renewed focus on AI and domestic manufacturing. With Q3 2025 earnings looming on October 23, 2025, investors are asking: can Intel break the $40 barrier? Let’s dive into the catalysts, challenges, and what the earnings report might reveal. 🚀 The CHIPS Act Lifeline and Strategic Investments The U.S. government’s $8.9 bill
🟩 📈 Singapore's Straits Times Index is up a whopping 22% YTD, proving the resilience of Singapore stocks even amidst global uncertainties! In today’s video, join Iggy, your trusted investing iguana, as we dive into the latest REIT earnings, strategic property plays, and market movers keeping the Singapore Exchange buzzing. From MapleTree Pan Asia's steady DPU growth to Sabana REIT’s impressive turnaround and Digital Core’s data center boom, we’re shedding light on the opportunities shaping Singapore’s financial landscape. 💡 Packed with insights, we’ll explore how Singapore REITs are navigating challenges, why diversification matters, and what the STI’s stellar performance means for your portfolio. Whether you’re a conservative income seeker or a growth-oriented investor, there’s something
Netflix's Worst Slump Since 2023 Spurs Demand for Put Options $Netflix(NFLX)$ shares tumbled 10%, their worst decline in more than three years Wednesday, spurring demand for put options that could protect against continued slump. Put options that give their holders the right to sell Netflix shares at $1,100 in two days attracted the heaviest trading so far among contracts tied to the streaming giant. The price of those put options jumped as much as 165% as shares plunged near that strike price, increasing the likelihood that the contracts will be in the money before they expire Friday. Shares tumbled 10% to close at $1,116.37 Wednesday after the company's quarterly revenue failed to surpass an
$Apple(AAPL)$ 's product pipeline is the strongest in years! With the iPhone upgrade super-cycle and the AI PC boom just beginning, growth is set to accelerate. Let's watch tonight's new high – the real journey is just getting started!
$Amazon.com(AMZN)$ is set to be a top AI beneficiary! Its core biz—e-commerce, ads, and AWS—are perfect for AI to boost conversion and efficiency. With all the aces (apps, data, compute), it's a top-tier AI leader. Bullish in the future!
$Trade Desk Inc.(TTD)$ ’s holding up nicely—ad demand’s picking up and booked a small gain. With AI ads and better monetization, fundamentals stay solid, still worth watching!
$Lyft, Inc.(LYFT)$ is executing a steady strategy in the ride-sharing sector. Effective cost control and a stable market share are making its path to profitability increasingly clear. While the stock appreciation is gradual, the improved certainty justifies a continued hold.
$Beyond Meat, Inc.(BYND)$ is on a tear! The "first mover in plant-based meat" is living up to the hype. This isn't just alternative protein, it's "liquid gold"! With fast-food partnerships scaling up, the future looks bullish. Let's go!
$Singtel(Z74.SI)$ ’s holding up strong — solid cash flow, steady push in AI & 5G, plus expanding undersea cable and data center footprint. Southeast Asia growth story is still intact, happy with the small gain!