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Tiger_SG
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2025-11-01

[Game] Will DBS Close Above S$55 On Friday?

The past two weeks have been a win streak for REITs and $Keppel(BN4.SI)$, both delivering solid results! $OCBC Bank(O39.SI)$ hit a new all time high; DBS is already flirting with its record high 👀Next week, Singapore’s Big 3 banks — $DBS(D05.SI)$ , $UOB(U11.SI)$ , and $OCBC Bank(O39.SI)$ — are set to release their earnings!US big banks just crushed earnings season!The top six pulled in $41B in profit last quarter (+19% YoY)!NIMs are holding steady, credit provisions are dropping, and several banks even raised next-quarter NII guidance.Goldman’s investment banking r
[Game] Will DBS Close Above S$55 On Friday?
TOPShyon: I think $DBS Group Holdings(D05.SI)$ will continue to shine this quarter. Its diversified income streams, especially from wealth management and trading, have been strong buffers against lower lending margins. With Hong Kong’s rate rebound and solid hedging strategies, I believe DBS’s NIM will hold up better than peers, supporting another quarter of steady earnings growth. Given its track record of beating estimates and the bank’s strong momentum from record AUM and robust trading income, I’m optimistic about a positive market reaction after the results. Investors have been rewarding consistency and profitability, and DBS checks both boxes. That’s why I’m predicting DBS will deliver good earnings and close at S$56 next Friday. As for which bank might set a new high, my vote goes to DBS — the fundamentals and sentiment both look too strong to ignore. ✨📈 @Tiger_SG @TigerStars @Tiger_comments
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JaminBall
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2025-11-01

Cloud Giants Report Q3

This week the 3 hyperscalers reported ( $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure and $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google Cloud). What did we learn? Most importantly - they ALL called out still being meaningfully capacity constrained. CapEx guides are going up, data center builds are going up, power constraints are meaningful. This isn’t the telecom bust where the world laid fiber that was “dark” (ie unused). GPUs are being used the second the come online…Here are the numbers:AWS (Amazon): $132B run rate growing 20% YoY (last Q grew 17%)Azure (Microsoft): ~$93B run rate (estimate) growing 39% YoY (last Q gre
Cloud Giants Report Q3
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SmartReversals
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2025-11-01

Why Meta’s 83% Profit Drop Doesn’t Tell the Full Story

$Meta Platforms, Inc.(META)$ : Its third-quarter financial results caused a stir in the market due to an unexpected drop in earnings, with profits falling by 83% and earnings per share (EPS) at $1.05, far below the anticipated $6.69. However, it’s important to take a step back and understand the full picture. The apparent financial loss is largely attributed to a non-recurring $15.9 billion tax expense, a result of changes tied to Trump’s tax legislation.If we factor out this unique tax charge, Meta’s true diluted EPS would be around $7.25, significantly exceeding predictions. Here’s what’s really happening behind the scenes:1. Record Revenue: Meta achieved a remarkable $51.2 billion in revenue, marking a 26% increase from the previous year an all
Why Meta’s 83% Profit Drop Doesn’t Tell the Full Story
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Travis Hoium
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2025-11-01

Google: The AI King

In 2015, Sam Altman and Elon Musk founded OpenAI in part out of fear that $Alphabet(GOOG)$ $Alphabet(GOOGL)$ would dominate AI if someone else didn’t get there first.When the ChatGPT moment hit in November 2022, the conventional wisdom was that Google’s moment of disruption had arrived. The company was behind in AI models, didn’t have compelling products, and was slow and unimaginative in releasing products.The criticisms were valid at the time.What Google did have was infrastructure and distribution. If it caught up on models and product, the threat could be snuffed out.The question was: Could ChatGPT become the go-to application for artificial intelligence before Google turned the search bar, Chrome, a
Google: The AI King
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TigerClub
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2025-10-31

The Road to Million Dollars |How a Young Investor Turned a “Pig Stock” into His First Million

In 2025, more Tiger investors than ever are hitting the million-dollar mark. Through our “The Road to Million Dollars” series, we sit down with these standout traders to explore how they think, stay disciplined, and grow along the way.At Tiger, investing isn’t just about profit and loss — it’s a journey from ambition to achievement. We hope their stories inspire others to set clear goals and turn the idea of a million dollars from a dream into something real and attainable.1. An Unexpected StartOur guest, a 95-born full-time investor based in Shanghai, first entered the market by chance.He laughs when he recalls his very first trade:“My dad told me to buy a tech stock. I did — and later realised it was actually a pig-farming company.”That “mistake” became his first real lesson: research ma
The Road to Million Dollars |How a Young Investor Turned a “Pig Stock” into His First Million
TOP1PC: Nice Sharing 😁 Nio or not, the Millions are Real [Miser] Congratulations 🎉👏. @JC888 @Barcode @Jes86188 @DiAngel @Aqa @Shyon @Shernice軒嬣 2000
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MHh
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2025-10-30
Both dividend yield and growth potential are important. Having the growth potential would allow the dividend to increase with time. So, in the longer run, I prefer growth though if I intend to only keep it for less than 3 years, I would choose dividend yield. CICT is still relatively cheap even with the rise of more than 30%. I believe that there is still more room to rise given its strong portfolio with good occupancy and WALE. However, I would pick MLT as its resilient logistic network will position it well to be a key player in the supply chain. Its performance is drawn down mainly due to forex risks but I do not anticipate this risk to increase much further and I believe the managers will take the appropriate measures to manage this known risk.
Both dividend yield and growth potential are important. Having the growth potential would allow the dividend to increase with time. So, in the long...
TOPWade Shaw: MLT’s forex hit + resilient logistics? Undervalued gem, great call!
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Barcode
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2025-10-31
$Tesla Motors(TSLA)$ $T-REX 2X INVERSE TESLA DAILY TARGET ETF(TSLZ)$ $NVIDIA(NVDA)$ 🚗⚡️🔥 Tesla: MACD Coil Tightens as Shorts Bet on the Final Dip Before Liftoff 🔥⚡️🚗 📊 Technicals Tell the Tale I’m watching Tesla ($TSLA) consolidate near 444 after a sharp 3.6% slide. Price has rebounded off the lower Bollinger–Keltner cluster, with short-term resistance stacked between $457 and $466. Those levels are critical for a bullish pivot; until Tesla closes above $466, momentum remains capped. The MACD is still lagging beneath the signal line, showing bearish momentum fading but not yet reversed. Once that cross confirms, it could spark a new acceleration phase. 💡 Momentum
$Tesla Motors(TSLA)$ $T-REX 2X INVERSE TESLA DAILY TARGET ETF(TSLZ)$ $NVIDIA(NVDA)$ 🚗⚡️🔥 Tesla: MACD Coil Tightens as Shorts Bet on the Final Dip Be...
TOPCool Cat Winston: I’m aligned with your view, BC. The $TSLA MACD lag you pointed out mirrors what I’m seeing on $NVDA’s 4H too, both losing short-term momentum while holding key structural support. If Tesla clears $466, the broader AI complex could reprice quickly into next week’s macro window.
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Ah_Meng
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2025-10-31
The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of $NVIDIA(NVDA)$ own’s humongous $5T valuation… be careful of what you wish for, when the bubble burst, you don’t want to be at the forefront of it… the world has seen money 💰 thrown around like nobody business, with US Fed and other central banks printing money in the last financial crisis. Many current market participants have never experienced any market crash are merrily celebrating every AI tech boom… behind the scene is all money throwing to support infrastructure growth without corresponding returns… yet. Just projections… good luck 😉
The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of $NVIDIA(NVDA)$ o...
TOPValerie Archibald: Nvidia's forward PE is 35, 52-Week Range: $86.62 - $212.19...
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Barcode
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2025-10-31
$Netflix(NFLX)$ $Walt Disney(DIS)$ $NVIDIA(NVDA)$ 🎥🚀 Netflix Splits the Screen 10-for-1 ~ Bullish Sequel Incoming! 💥🍿🔥 🚨 Netflix $NFLX announces a 10-for-1 Stock Split effective 17Nov25. NFLX 🟢 +3% after hours After the split, Netflix will have ten times more shares outstanding, trading at one tenth the price per share while keeping its total market value unchanged. Every $1,000 share effectively becomes ten $100 shares, the same pie simply sliced finer. It is a psychological catalyst that widens accessibility and attracts both retail traders and institutions eager for renewed liquidity. Netflix shares surged +3.5% after hours, reclaiming momentum after a 12%
$Netflix(NFLX)$ $Walt Disney(DIS)$ $NVIDIA(NVDA)$ 🎥🚀 Netflix Splits the Screen 10-for-1 ~ Bullish Sequel Incoming! 💥🍿🔥 🚨 Netflix $NFLX announces a ...
TOPPetS: I’m with you. Options activity tends to telegraph the crowd before these structural events. The 17Nov window gives traders room to build positioning, and the psychology of affordability can’t be overstated.
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orsiri
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2025-10-31

PayPal’s Quiet AI Revolution: The Fintech Old Guard Learns New Tricks

‘While Wall Street chases shiny AI newcomers, PayPal is quietly rebuilding its future—one algorithm at a time.’ When most investors hear AI stock, their minds jump to the usual suspects—$NVIDIA(NVDA)$, $Microsoft(MSFT)$, or perhaps OpenAI’s latest whisper partner. Rarely does anyone mention PayPal, that somewhat bruised fintech pioneer of the 2010s. Yet, while the market obsesses over the front-end glamour of generative models, $PayPal(PYPL)$ has been quietly engineering something altogether different: a back-end, intelligence-driven payments infrastructure that might just outlast the hype cycle. Quiet algorithms, loud results: where unseen intelligence moves the
PayPal’s Quiet AI Revolution: The Fintech Old Guard Learns New Tricks
TOPMortimer Arthur: looking at the chart, so paypal stockholders are just bag holders looking to exit above 70-75. got it.
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WeChats
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2025-10-31
META Earnings Shock — Is This a Falling Knife or a Hidden Opportunity? Meta’$Meta Platforms, Inc.(META)$  s latest earnings sent the stock plunging — a painful reminder that even trillion-dollar tech giants can stumble. But before you rush to sell (or buy the dip), let’s unpack why the market reacted so violently — and whether the panic is justified. --- 📉 Three Reasons Behind the Sell-off 1️⃣ EPS “crash” — seemingly disastrous headline 2️⃣ Capex surge — spending through the roof 3️⃣ Reality Labs — still a deep-red money pit Now, here’s the truth behind each headline. --- 1️⃣ EPS Collapse? It’s a Accounting Illusion At first glance, Meta’s EPS of US $1.05 looked catastrophic versus Wall Street’s US $6.68 expectation. But this “profit col
META Earnings Shock — Is This a Falling Knife or a Hidden Opportunity? Meta’$Meta Platforms, Inc.(META)$ s latest earnings sent the stock plunging ...
TOPMerle Ted: buy! 650. meta is not going anywhere except the future. as long as there's a phone then people will use Facebook
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Tiger V
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2025-10-31

Tech Weakness Drags Global Markets Lower

Overview Global markets ended broadly lower on October 30, 2025, as investor sentiment cooled following mixed Big Tech earnings and cautious geopolitical developments. Despite stronger-than-expected European growth data, market participants focused on uncertainty surrounding US-China relations and the near-term outlook for corporate profits. US: Big Tech Earnings Weigh on Sentiment US equities declined as traders reacted to a wave of tech results that fell short of lofty expectations. The Dow Jones Industrial Average $DJIA(.DJI)$  slipped 0.2% to 47,522.12, the S&P 500 $S&P 500(.SPX)$  dropped 1.0% to 6,822.34, and the Nasdaq
Tech Weakness Drags Global Markets Lower
TOPDaveLewis: Caution is key when navigating these market uncertainties.
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Binni Ong
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2025-10-31

Head and Shoulders Formation Suggests Reversal for Pop Mart Traders

$POP MART(09992)$ is a leading designer toy company best known for its blind box products and popular character series such as Labubu. The stock has recently attracted attention after forming a head and shoulder pattern, a formation that typically suggests a potential trend reversal following an extended uptrend. Support: Price is currently near HK$230, a key support level that has held over recent sessions. Resistance: The immediate resistance lies around HK$252, where previous rebounds have met selling pressure. Moving averages: Shorter-term EMAs have started to slope downward, indicating slowing upside momentum. Implication of the Head and Shoulder Pattern A decisive close below HK$230 would confirm the
Head and Shoulders Formation Suggests Reversal for Pop Mart Traders
TOPRon Anne: POP MART’s H&S + HK$230 support? Breakdown risks real, watch close!
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Star in the Sky
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2025-10-31
$CapLand India T(CY6U.SI)$   CIT posted a total property income of S$76 million for its third quarter business update in 2025. This is a +10% year on year increase rise in Singapore dollar terms. Portfolio occupancy stood at around 91%, while its weighted average lease expiry was 3.6 years as at Sep 30.  Net gearing ratio stood at 40.9 %Puke and average cost of debt fell from 6 % to 5.8%
$CapLand India T(CY6U.SI)$ CIT posted a total property income of S$76 million for its third quarter business update in 2025. This is a +10% year on...
TOPRon Anne: Think data centers’ll push Q4 income past S$80M?
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Shyon
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2025-10-31
My stock in focus today is Amazon $Amazon.com(AMZN)$ after its impressive earnings beat, powered by a strong rebound in Amazon Web Services (AWS). Cloud revenue surged 20% year-over-year, well above expectations, showing renewed enterprise demand for AI and infrastructure capacity. CEO Andy Jassy’s remarks about AWS growth returning to 2022 levels signal that Amazon is regaining momentum where it matters most. Despite being the weakest “Magnificent 7” stock this year, Amazon’s fundamentals remain strong. Advertising sales rose 24%, reflecting growth in higher-margin segments, while recent cost cuts and layoffs show tighter operational discipline. Looking ahead, Amazon’s Q4 sales outlook of $206–213 billion exceeds consensus, showing confidence a
My stock in focus today is Amazon $Amazon.com(AMZN)$ after its impressive earnings beat, powered by a strong rebound in Amazon Web Services (AWS). ...
TOPwubbie: Amazing insights on Amazon’s momentum! [Wow]
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Mrzorro
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2025-10-31
Apple Q4 Earnings Review: Record Margins and Strong Holiday Outlook Global consumer electronics leader $Apple(AAPL)$   reported its fiscal 2025 fourth-quarter (FY25 Q3) results after market close on Thursday, delivering better-than-expected revenue and EPS, a record-high gross margin, and upbeat iPhone guidance. Shares initially jumped as much as 5% in after-hours trading. Key Financial Highlights ~Revenue: $102.47 billion (vs. est. $102.14 billion) ~Gross Margin: 47.18% (above prior guidance of 46%–47%) ~EPS: $1.85 (vs. est. $1.77) ~By Segment: iPhone: $49.03B (below est. $49.33B);Mac: $8.73B (above est. $8.55B);iPad: $6.95B (slightly below est. $6.97B);Wearables, Home & Accessories: $9.01B (above est. $8.6
Apple Q4 Earnings Review: Record Margins and Strong Holiday Outlook Global consumer electronics leader $Apple(AAPL)$ reported its fiscal 2025 fourt...
TOPEnid Bertha: Apple always sells off after earnings and with the incredible run up it was ready but the blowout earnings prevented that. Now Nov starts the two best stock market months. This amazing earnings report makes us highly likely to blow past $300 by year end.
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Lanceljx
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2025-10-31
Jensen Huang’s GTC speech was a masterclass in vision and execution. He effectively positioned NVIDIA not just as a chipmaker, but as the backbone of the global AI infrastructure — highlighting “AI factories,” next-gen GB300 and Rubin platforms, and a growing ecosystem of partners spanning data centres, robotics, and quantum computing. His focus on full-stack innovation — from silicon to systems to software — underscored NVIDIA’s moat that rivals still struggle to match. At a $5 trillion valuation, NVIDIA’s pace of growth will inevitably moderate, but its leadership in AI compute remains unmatched. Demand for inference and training chips continues to expand, especially as enterprises and sovereigns race to build AI capacity. The key drivers ahead: Rubin rollout (2026), AI-PC adoption, and
Jensen Huang’s GTC speech was a masterclass in vision and execution. He effectively positioned NVIDIA not just as a chipmaker, but as the backbone ...
TOPVenus Reade: I think nvda just made a 500 billion dollar deal with the US government and Oracle. please confirm
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Lanceljx
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2025-10-31
--- You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll assess each individually (in light of your context: working remotely, disciplined financially, seeking affordable options, etc.) and then offer a comparative view plus some considerations. --- Amazon (AMZN) Why the optimism Amazon reported Q3 2025 revenue of US$180.2 billion, up about 12 % YoY and beating expectations.  Its cloud division, Amazon Web Services (AWS), saw revenue growth of ~20.2 % YoY — the fastest pace since 2022.  Advertising revenue and other “non-traditional” segments are accelerating (ads up ~24 % in one report).  The market reaction was strong: the stock jumped significantly post-earnings as sentiment turned posit
--- You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll asse...
TOPMegan Barnard: AMZN’s 20% AWS growth + $125B capex? Risky but juicy, for sure!
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Lanceljx
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2025-10-31
$Meta Platforms, Inc.(META)$  Here is my analysis (in a formal tone) of META (Meta Platforms) following its recent earnings release — covering the margin problem, potential bottom, and whether it presents a buying-opportunity. This is not investment advice but rather a reasoned assessment; you should consider your own risk tolerance, time horizon and financial position (remember you prefer stability and steady progress). --- 1. What is the margin / earnings problem? There are several inter-related issues: Meta reported Q3 revenue of US$51.24 billion, up ~26% year-on-year.  However, net income plunged to US$2.709 billion (EPS US$1.05 diluted) compared with US$15.688 billion a year ago.  Critically, this large drop was in part due to
$Meta Platforms, Inc.(META)$ Here is my analysis (in a formal tone) of META (Meta Platforms) following its recent earnings release — covering the m...
TOPValerie Archibald: You cannot punish Meta for AI spending increases and reward the likes of NVDA AAPL or GOOG for doing the same spending. Theres a disconnect here!
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Lanceljx
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2025-10-31
OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr
OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI inf...
TOPMortimer Arthur: I'm sticking with the 'picks and shovels' plays like NVDA/SMCI while monitoring OpenAI's actual enterprise adoption rates.
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