28.40K
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2025-10-28
Oct FOMC Meeting Likely to Cut Fed Rate by 25bp; Singapore’s GDP Expected to More than Double by 2040【CSOP Fixed Income Weekly】
【SRT】 As of 24 Oct 2024 (Fri), SRT was up 2.04% WTD in SGD, and rose 15.86% YTD in SGD. WTD gains were attributable to industrial, office and data centre by subsector and MLT, KDCREIT, and KREIT by individual REIT. Morgan Stanley (MS) expects Singapore REITs' 3Q25 updates to focus on operational highlights over granular financials. While MS does not anticipate much DPU surprises, some REITs have the ability to supplement DPU with divestment gains. MS expects resilient rent reversions in Singapore which contrasts with overseas softness. $CSOP iEdge SREIT ETF S$(SRT.SI)$ 2025 YTD Total Return: +15.86% 【MMF】 On 24 Oct 2024 (Fri), September's core CPI rose 0.23% MoM, below forecasts, and JPM estimates core PCE at +0.20% MoM, supporting the case for
TOPpizzix: Great insights on SRT's performance! [Applaud]
2.25K
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2025-10-28
PayPal x OpenAI Deal! 💥
Paypal $PayPal(PYPL)$
TOPShould be about 20 upgrades for Paypal in the next few days.
3.26K
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2025-10-28
🚀 Elon Gets Paid, Tesla Gets Hot and remembers the stock splits
🚀 Elon Gets Paid, Tesla Gets Hot: Bullish Signal or Just Another Hype Cycle? Every few years, the story seems to repeat itself. Elon Musk gets a massive new pay package, critics call it outrageous, the media lights up with debates, and then—almost like clockwork—Tesla stock goes on an incredible run. The question now is, are we witnessing the early spark of another historic rally, or is this just another hype trap waiting to fade? ⸻ 💼 The Billion-Dollar Pattern: Every Pay Package Marks a Turning Point If you’ve followed Tesla for a while, you know Musk’s compensation packages aren’t your typical CEO salaries. They’re performance-based, structured so he only gets paid if Tesla hits certain sky-high targets. It’s the ultimate “put your money where your mouth is” setup. Back in 2012, Musk rec
TOPTesla has lost incentives$$ from the governments of the United States and China. Elon Musk's free ride at the expense of taxpayers is about to come to a crashing halt
1.34K
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2025-10-28
🚀 Musk's Trillion-Dollar Gamble: Tesla's AI Empire or Shareholder Squeeze?
$Tesla Motors(TSLA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ Tesla's board is pushing hard for shareholders to back Elon Musk's jaw-dropping $1 trillion compensation plan, framing it as the key to locking in his visionary leadership amid the company's pivot to AI dominance. This isn't just another payday—it's a bold restructure that could hand Musk an additional 12% stake, ballooning his ownership to nearly 29% if Tesla hits sky-high market caps. Denholm's letter paints a picture of urgency: without this, Musk might bolt, leaving the EV giant adrift in a sea of competitors racing toward autonomous tech and
TOPThis is a high-stakes gamble
3.36K
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2025-10-28
Qualcomm vs AMD vs Nvidia :Who Is The Winner?
🌟🌟🌟In one electrifying week, 2 chips Titans made moves that could reshape the future of AI infrastructure. Qualcomm $Qualcomm(QCOM)$
TOPGreat Insight & Sharing 😁. @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon
2.65K
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2025-10-24
$ProShares UltraPro Short QQQ(SQQQ)$ Inflation data was better than expected but is still on the rise. Anticipating a reversal in the near-term as I feel the US economy is currently on stilts.
SQQQ
10-24 20:36
USProShares UltraPro Short QQQ
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 14.00 1,000 | -- Closed |
822
·
2025-10-27
$CHINA LIFE(02628)$ 港股大盤短期改善，恆指站回了20日均線，短期趨勢轉強，開始試水溫 保險產業強勢，有集體setup 高相對強度，抗跌，而且逆市上漲，突破了杯型底部，價格型態轉強 5%SL($24.09)
TOPIt seems that you are very optimistic about Hong Kong stocks! Against the background of the strength of the insurance industry, seize this opportunity
5.00K
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2025-10-27
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Still choosing to average down. Personally feel that it won't take much for someone to topple the Jenga.
SOXS
10-27 17:44
USDirexion Daily Semiconductors Bear 3x Shares
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 3.50 1,000 | -- Closed |
TOPI hope the turnaround will come, not all the way down
2.52K
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2025-10-28
$Qualcomm(QCOM)$ Qualcomm’s AI Datacenter Debut: Targeting Inference Efficiency, Challenging AMD: Qualcomm is stepping into the AI datacenter arena, focusing on inference the phase where trained models operate and power efficiency trumps sheer computing power rather than competing directly with NVIDIA in training. Its inaugural client is Saudi Arabia’s Humain, which plans to deploy 200 MW of Qualcomm AI systems beginning in 2026. This substantial pilot is comparable to about half the capacity of a Google Cloud data center in Europe. Successful deployment of the AI200 and AI250 chips could pave the way for non-U.S. hyperscalers, an area where AMD has typically vied to gain ground against NVIDIA. Ultimately, this strategy intensifies competiti
TOPat 200 billion it is a very ubdervalued company with space age type technology, it can easily be bought out at 300 plus billion ny AAPL, and still be cheap....
2.10K
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2025-10-28
🎯 When the Hype Fades: The Rise and Fall of the Rare Earths Trade After reports of smooth U.S.–China negotiations and Beijing’s assurance that it wouldn’t impose export controls on rare earths, related stocks plunged across the board — many collapsing to levels below where the rally began. Few sectors illustrate the difference between speculation and investment as vividly as rare earths. This episode laid bare the market’s mania, fear, and the psychology of FOMO-driven trading. --- 🚀 Phase One: A Party Fueled by FOMO It all started with one headline rich in imagination: > “China may restrict rare earth exports.” For most investors, “rare earths” is a familiar yet vague term — something crucial, geopolitical, even mystical. That was enough to ignite a frenzy. Money flooded in. I’d wager
TOPIncredible insights! Love the depth! [Wow]
844
·
2025-10-27
$BYND 20251031 2.5 CALL$ Bynd... Eat premium to cover my loss .. don't think will shoot up abv. 2.5
BYND CALL
10-27 21:38
US20251031 2.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.24 53Lot(s) | -- Closed |
TOPThis stock is a classic meme stock. If your investment strategy is to have BYND move higher then you are hoping that someone pumps it.
1.08K
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2025-10-28
🌊 When Markets Swing Wildly: How I Stay Grounded Amid the Chaos These past two weeks, markets have been anything but calm — plunging one day, soaring the next. For investors accustomed to one-way uptrends, this kind of turbulence feels deeply unsettling. A reader recently messaged me two sharp questions that go straight to the heart of it all: 1. “How can we spot the next hot sector during a downturn?” 2. “When the market plunges one day and rebounds the next, how should we adjust our positions and mindset?” I suspect many are asking the same. Here’s how I think about it. --- 🔍 1. Stop Chasing Hot Sectors — Start Studying Great Businesses My answer to the first question is simple: I don’t look for the next hot sector. Sure, predicting the next big trend sounds exciting. Some traders are br
TOPIncredible insights! Love your perspective! [Great]
3.51K
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2025-10-28
🚀 Sam Altman’s Trillion-Dollar Power Game: How He Made Everyone Bet on OpenAI The future of AI isn’t just a technological race — it’s a financial and geopolitical chess match, orchestrated by one man: Sam Altman, the CEO of OpenAI. And the stakes? Trillions of dollars. Altman has never hidden his ambition. In fact, he’s turned it into his greatest weapon — making every major tech giant believe that if they’re not on OpenAI’s ship, they’ll be swept away by the tides of history. This piece draws partly from The Wall Street Journal’s “How Sam Altman Tied Tech’s Biggest Players to OpenAI,” with my analysis woven in. --- 🎯 Altman’s Core Strategy: The FOMO Engine Altman’s playbook can be summed up in one word: FOMO — Fear of Missing Out. He understands the psychology of Silicon Valley’s titans b
839
·
2025-10-27
$TLRY 20251031 1.5 CALL$ Either way... Eat premium first ba... If I lose the stock... Can always get it back via sell put again... Process repeat... Wheeeeellll
TLRY CALL
10-27 21:42
US20251031 1.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.08 100Lot(s) | -- Closed |
587
·
2025-10-28
Sofi hit all time high after hour
$SOFI hitting ATHs after hours. I honestly wouldn't read too much into this, it will very often run like this prior to the earnings release and it's usually not a good indicator one way or the other of what happens with the report. Less than 12 hours until we get the numbers.
TOPWow, what an exciting time for Sofi! [Surprised]
1.82K
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2025-10-28
$Seatrium Ltd(5E2.SI)$
1.70K
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2025-10-28
Can We See Meta (META) Q3 Earnings With Continued Strong Revenue Growth?
$Meta Platforms, Inc.(META)$ is scheduled to release its fiscal Q3 2025 earnings after market close on Wednesday, October 29, 2025. Analyst Expectations (Consensus Estimates) Meta Platforms (META) Fiscal Q2 2025 Earnings Summary Meta Platforms reported strong results for the fiscal second quarter of 2025, with both revenue and earnings per share (EPS) significantly beating analyst expectations, largely driven by the continued success of its core advertising business and early monetization of Artificial Intelligence (AI) features. Key Financial Highlights (Q2 2025): Revenue: $47.52 billion, an increase of 22% year-over-year, and above the high end of their guidance range. Diluted Earnings Per Share (EPS): $7.14, a 38% increase year-over-year, and s
TOPThis stock is totally undervalued, should be north of $1000, this thing is a beast and reaches half the population of planet earth.
590
·
2025-10-28
NVIDIA's $150B Day: After a 15% Run, Is It Time to Take Profit or Buy More?
$NVIDIA( $NVIDIA(NVDA)$ )$ just did it again. The stock is up over 10% on the day, adding more than $150 billion to its market cap in a single session. This follows a 15% rally in just five days. This move is a direct response to the blockbuster earnings reports from its biggest customers, $Microsoft( $Microsoft(MSFT)$ )$ and $Alphabet( $Alphabet(GOOGL)$ )$. NVIDIA is now the undisputed king of this market, and its stock is the primary barometer for the entire "AI" trade. But after a vertical move like this, the question every investor has is simple: Is this the moment to finally take some profit off the table, or is this a signal that the stock is about to mak
TOPMSFT/GOOGL CapEx confirms NVDA’s AI dominance!
1.19K
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2025-10-27
$Eli Lilly(LLY)$ 開倉，第二隻賭業績，多謝 投資涉及風險，價格可升可跌，做好風險管理。
TOPDoes underlying shares Bet? OTM CallPut Not better[Lovely]
749
·
2025-10-28
My stock in focus today is $Qualcomm(QCOM)$ , after it officially entered the AI accelerator market with its new AI200 and AI250 chips. This marks a major shift beyond smartphones, positioning Qualcomm to challenge Nvidia and AMD. The chips offer higher memory capacity and lower power consumption, giving Qualcomm an edge in energy-efficient AI computing. I see this as a bold and timely move. The $500 billion AI market is still growing, and Qualcomm’s strength in mobile efficiency and edge AI could help it gain ground in areas where power management is crucial. By leveraging its strong industry ties, Qualcomm may not need to beat Nvidia outright but instead capture valuable niches in on-device and distributed AI. From an investment view, I’ll be
TOPIn the near future, power demands for AI is going to exceed supply. This alone will make QCOM one of the leaders in the AI build-up. I think we will see QCOM rise similar to what we saw with NVDA and even PLTR.