🧭 Landscape overview Both Qualcomm and AMD are riding the massive wave of AI infrastructure, edge compute, and device-AI. But they’re playing different segments with different risk/return profiles. Qualcomm: edge / diversified growth Strengths: • Qualcomm historically strong in mobile/handsets, but is actively diversifying into automotive, IoT, XR, edge AI. • It recently announced data-center/AI chips (the AI200/AI250) targeting inference & server racks. • It has a large ecosystem, strong market share in mobile modems + connectivity IP, a lot of cash flow, and is using that to pivot into new growth areas. • Lower base expectations for the AI-server business (i.e., less overhang) which might give upside if execution is good. Risks: • Qualms about deep infrastructure/AI competitor creden
Can Keppel DC REIT Keep Rising After a 55% Income Jump? (Analysis of Q3 2025 Update) | 🦖 #TheInvestingIguana EP1226P
🟩 📈 Ready to dive into the details behind Keppel DC REIT's massive 55% income surge? Join Iggy on the Investing Iguana as he unpacks the key drivers behind this headline-grabbing performance and sheds light on whether this top-tier REIT deserves a spot in your CPF or SRS portfolio. Packed with insights, this video goes beyond the numbers to reveal the strategy fueling Keppel DC REIT’s growth, its position in the booming AI-driven global data center market, and the financial health that sets it apart. 💡 Whether you're an income-focused investor or exploring new opportunities in the Singapore market, this analysis breaks down the pros, the cons, and the big picture. Learn about their robust balance sheet, stable rental income, and how they’re navigating risks like dilution and underperformin
$SPY VERTICAL 251114 PUT 645.0/PUT 650.0$ Mange to achieve more than 70% of the premium with several days before expiry. Hence, I have decided to close it to secure the profit.
$Serve Robotics Inc.(SERV)$ Some overnight trading, locked in gains since idk how the market will open later. Will buy some again later if it dips, but will definitely sell before Earnings Report.
The surge in technology and artificial intelligence (AI) has generated comparisons to the exuberant late 1990s internet boom. Valuations are lofty. Headlines ask whether we’re in a bubble reminiscent of the Dot‑com bubble that peaked in March 2000. Yet while caution is warranted, the current wave differs in fundamental ways — and so do the implications. The challenge for investors is to distinguish between speculative excess and genuine structural transformation. The Case for Valuation Caution It’s undeniable: many valuation metrics are at historically elevated levels. For example: • Forward P/E and CAPE (cyclically-adjusted P/E) are near or above previous peaks.  • The largest tech companies now occupy a greater share of the market-cap than at the dot-com era’s peak.  • Large amounts of
Apple vs Google vs Microsoft With Nvidia (market cap: ~$4.5 trillion) having definitively smashed the $4 trillion barrier thanks to the generative AI boom, the race is on for who comes next. Wall Street's attention is now locked on a two-horse race between the market's long-reigning titans, $Apple(AAPL)$ (market cap: ~$3.99 trillion) and $Microsoft(MSFT)$ (market cap: ~$3.95 trillion). Both are hovering just below the milestone, with $Alphabet(GOOG)$ (market cap: ~$3.26 trillion) as a strong, but more distant, contender. The question isn't just who will be the next to hit $4 trillion, but who has the growth story to stay there. Mi
$BYD COMPANY-100(01211)$ I believed that BYD was a leader and winner in EV industry. The P/E 20 was not cheap, but it had potential to grow in the international market.
Markets is at all time highs. How should we position our portfolio in the climate?
You should approach portfolio positioning by combining two strategies: Defensive/Disciplined Investing for managing all-time highs and a Climate-Focused allocation to capture long-term structural growth and resilience. Here is a breakdown of how to position your portfolio: 1. Navigating All-Time Market Highs When markets are at all-time highs, the focus shifts to risk management, discipline, and quality. Historically, markets set new highs regularly, so you shouldn't panic or try to time a crash. Instead, reinforce good long-term habits. Maintain Discipline and Balance * Rebalance Your Portfolio: Market appreciation may have pushed your equity allocation higher than your target. Sell a small portion of outperforming assets to bring your portfolio back in line with your original
$Sprott Physical Silver Trust(PSLV)$ 20 Target Price as Sprott report strong Q3-2025 earnings in all it's precious metal assets. Silver is a highly strategic metal due to its unique properties and diverse applications across industries. Here is a breakdown of its significance and the context for the Sprott Physical Silver Trust (PSLV) : Why Silver is Strategic 1. Industrial Demand: Electronics: Silver is the most conductive metal, making it essential for semiconductors, solar panels, and batteries. Green Energy: Critical for photovoltaic cells in solar panels, supporting the global transition to renewable energy. Medical Uses: Antibacterial properties are utilized in medical devices and wound care. 2.Monetary Role: Historically used a
Weekly Topics Reward (10.20-10.26): $5 Stock & Options Vouchers Have Been Sent!
Thank you all for your enthusiastic participation.It’s time to announce the winners again! Let’s reveal last week’s winning Tigers! Tiger Coins have already been distributed[Heart][Heart]please check the Tiger Coin Center to find in your history!1. From 10.13-10.19Lucky Tigers: Each of you has received 100 Tiger Coins! Don’t forget to check them[Tongue]@Artsy@JC tran@LesterLeng@tigger_jif@JMSLIAll it takes is one post in the weekly topic to have a chance at winning the lucky draw!Rising Stars of the week: each of you has
Commodity Prices Poised for a Rally: Three Key Opportunities
As the end of the month approaches and the November 1 deadline for the US to impose significant tariffs on China looms, the US is increasingly eager to engage in trade talks with China. At this stage, continuing to raise tariffs would harm the US more than benefit it, thus giving China the upper hand in negotiations. Starting this week, information and outcomes from both sides' negotiations will gradually emerge. While a comprehensive deal is unlikely in one round, some progress is expected, which will help revive global trade.China-US Talks to Boost Commodity PricesThe tariff policies previously caused significant disruption in global trade and economics. As negotiations between these two major economies advance, market reactions to tariffs have become less reactive. Although tariff issue
Qualcomm's Short-Squeeze Spectacle – Wake-Up Call or Just Hype on Ice?
Up until yesterday, $Qualcomm(QCOM)$ was the awkward outsider at the AI party: everyone from NVIDIA to AMD was getting cozy with the big dogs, but Qualcomm? Crickets. Then BAM – they drop AI 200 and AI 250, two data-center beasts aimed straight at the AI accelerator arena. Stock rockets 21%+, slapping on $20 billion in market cap like it's no big deal. But here's the kicker: this wasn't your typical "news dump and dump" frenzy.Trading-wise, the surge didn't spike in the first frantic minutes like some algo-fueled sugar rush. Nah, it simmered for a solid 20+ minutes, building that sweet, torturous upside before the inevitable cooldown. Contrast that with $Advanced Micro Devices(AMD)$ 's October 6th OpenAI o
Next IT Wave Is Here. I think it is fairly certain to proclaim that the next wave after AI, will be quantum computing (QC). For all you know, it might even supersede AI given its “speed of light” processing prowess and weaker energy consumption appetite. A “greener” technology if I may add, what’s not to like ? The Hurdle. The one key hurdle that QC needs to overcome, it the ability to maintain qubit stability while scaling up the number of qubits needed to perform useful computations reliably. Innovations in quantum materials, new qubit designs, error correction techniques, and control methods continue to be the focus of intense research to overcome this obstacle. The Usefulness. QC in 2025 is transitioning from lab to practical business applications, as we speak. Early adopters include b
Enjoy META earnings week without guessing the ups and downs
$META Platforms, Inc. (META) $Third Quarter 2025 Financial Results will be released on Wednesday, October 29, 2025 after the market closes.Wall Street analysts expect META Platforms (META) to report quarterly earnings of $6.60 per share in its upcoming report, representing a year-over-year increase of 9.5%. Revenue is expected to reach $49.43 billion, up 21.8% from the year-ago quarter.META Platforms (META) is relying on strong ad revenue growth prospects to fuel its business. Despite macroeconomic uncertainty, Meta's ad revenue is expected to benefit from continued strong growth in ad spend as advertisers leverage its increasingly powerful artificial intelligence (AI) capabilities to deliver.According to the Zacks Consensus Estimate, Meta's ad reven
📽️ Did you miss out on today’s One Good Trade 10AM live show with SGX Academy trainer Joey Choy?
📺 The replay is now up! https://www.youtube.com/watch?v=Q6Yimr7rFh0 ▶️ Watch Joey revisit his 26 August 2025 view on $YZJ Shipbldg SGD(BS6.SI)$ Singapore shares – up 18.5% in 42 days after the last show to his target level of $3.50, while Yangzijiang call warrant KLGW gained 45% over this period. Hear about his latest view on City Dev and from Jamie on using Macquarie Warrants’ tools to demonstrate how City Dev warrants will perform given Joey’s latest views! The warrants mentioned on the show were: ✳Yangzijiang call $YangzijiMBeCW260227(KLGW.SI)$ https://warrants.com.sg/tools/HistoricalPerformance/KLGW ✳City Dev call $CityDev MBeCW260130(SCEW.SI)$ : http
🌏 US–China Talks Ease Global Tensions: A New Wave for Stocks, a Pause for Gold views on Nvidia and IWM
🌏 US–China Talks Ease Global Tensions: A New Wave for Stocks, a Pause for Gold The long-standing tension between the United States and China appears to be easing after the recent Kuala Lumpur consultations, where both sides reportedly reached a basic consensus. This breakthrough moment—especially progress on TikTok, soybean purchases, and rare-earth export restrictions—has ignited optimism across global markets. With diplomacy back on the table, investors are watching closely to see if this could mark the start of a sustained rally across sectors sensitive to trade and tariffs. ⸻ 💹 A Breath of Fresh Air for Tariff-Affected Stocks The easing of US–China trade tensions is particularly bullish for companies like NVIDIA (NVDA) and other technology firms heavily reliant on global semiconductor
$Intel(INTC)$ delivered a solid Q3! Strong growth in Data Center & AI nicely offset PC weakness. Its transformation into an AI powerhouse is underway, fueled by IDM 2.0 and new products like Gaudi 3. Bullish on this comeback story - holding for the AI era!
$BitMine Immersion Technologies Inc.(BMNR)$ has been consolidating, closely tracking ETH's pace. With Ethereum building solid support at $3.7K-$4K and forming a bull flag, a decisive breakout above $5K would be the key signal for the sector's next leg up. Staying confident in my thesis and keeping a close watch!
$Broadcom(AVGO)$ The demand for AI chips, especially in networking, remains vastly underestimated. As a key enabler, Broadcom's revenue potential isn't fully priced in yet. I firmly believe in my thesis – its growth trajectory will smash expectations in the coming years. Still bullish!