The market's sharp collapse despite positive news signals deep underlying fragility, with Goldman Sachs identifying nine triggers ranging from priced-in Nvidia earnings to CTA selling and critical liquidity drying up. This volatility, amplified by ETF flows and the record options expiry this week, necessitates a cautious approach. My strategy is to systematically scale into high-conviction names rather than blindly buying the dip. I will deploy cash gradually, primarily after the options-related turbulence subsides. My buy zone focuses on two areas: high-quality technology names that have been oversold, like NVDA, which I would add to aggressively on further weakness, and strong consumer discretionary names ahead of the holiday season, such as AMZN or WMT. In summary, I am choosing to Hol
[FREE] SGX IPO Alert: Why This “Boring” Glue Company Might Be The Defensive Play of 2025 | 🦖 EP1280
🟩 Tired of boring stocks? Think again. The upcoming Infinity Development IPO on SGX’s Catalist board could be one of the “stickiest” investment gems of the decade! While everyone chases tech hype overseas, this Hong Kong-based glue maker is quietly cashing in on Southeast Asia’s manufacturing boom. In this deep-dive, I break down: Why adhesives are mission-critical in billion-dollar sneaker supply chains How Infinity’s secret weapon is its sticky customer relationships What their explosive 38% profit growth really means for investors The overlooked risks behind the “boring” business model Whether you should grab shares, hold, or wait on the sidelines If you care about the real mechanics of wealth—and want smarter, safer Singapore portfolio ideas—this is a must-watch! Subscribe for more str
$Alphabet(GOOG)$ Gemini 3.0 release, which analysts believe could significantly strengthen the company’s AI leadership. Wall Street has clearly shifted its view this year, reclassifying Google from an AI laggard to an emerging AI winner. Alphabet’s valuation also adds appeal—Buffett’s Q3 purchase highlighted its value-play potential when the forward P/E dipped below 20x. Even at today’s ~25x multiple, momentum in AI and improving investor sentiment make this an attractive long-term opportunity.
Deep-Dive Analysis: NVIDIA's Q3 FY2026 Earnings – A Masterclass in Financial Engineering and AI Ambition
$NVIDIA(NVDA)$ NVIDIA's latest quarterly earnings report, released on November 19, 2025, for the third quarter of fiscal year 2026 (ended October 26, 2025), once again shattered Wall Street expectations, painting a picture of unrelenting dominance in the AI hardware space. With revenue soaring to a record $57.0 billion – up 62% year-over-year from $35.1 billion in Q3 FY2025 and 22% quarter-over-quarter – the company underscored its pivotal role in fueling the global AI boom. Data Center revenue, the crown jewel of NVIDIA's portfolio, hit an astonishing $51.0 billion, a 66% YoY surge, driven largely by insatiable demand for its GPUs. Even as input costs rose amid supply chain pressures, NVIDIA maintained a robu
$BitMine Immersion Technologies Inc.(BMNR)$$CleanSpark, Inc.(CLSK)$$Coinbase Global, Inc.(COIN)$ 🎯🔥📡 BitMine’s $13.39 EPS Shock, First Crypto Dividend, And A High Stakes Pivot To Staking 📡🔥🎯 I’m convinced BitMine Immersion Technologies delivered one of the most contradictory fiscal year prints in the crypto equity landscape. FY25 produced EPS of $13.39 and Net Income of $328.1M, a scale that should have driven a structural rerating, yet the company simultaneously acknowledged a severe post quarter liquidity collapse on 10 October that materially altered forward conditions. The stock has been trading near $26.60, down from the mid 50s before the October stress.
A Volatile Week : Would Next Week Rebound Or Decline?
🌟🌟🌟This week has been a roller coaster for investors with US indexes experiencing a sharp rebound after an intense sell off. However the big question is : Was this a genuine rebound or simply a dead cat bounce before selling? While short term predictions are notoriously unreliable, it is a valuable moment to reflect on the broader context of market cycles and the undeniable long term trend of growth. The Short Term Forecast : Unpredictable and Emotional After a volatile week, it is hard to know which direction the market is heading next week. Some see the Friday rebound as an encouraging sign with factors like potential interest rate cuts and improved economic data boosting sentiment. However others remain cautious, concerned that the underlying issues causing the s
🌟🌟🌟When the markets are volatile, $Sheng Siong(OV8.SI)$ is often considered a defensive play. As a supermarket operator, its business is less sensitive to economic downturns and market fluctuations. I am so happy that my investment in Sheng Siong has rewarded me not only with nice steady dividends but also capital growth too. Sheng Siong is up 63% year todate. It has even outperformed $STI ETF(ES3.SI)$ which is up 19% year todate. Slow and Steady Wins the Race! 🥰🥰🥰🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰🇸🇬🇸🇬🇸🇬 @TigerClub @Tiger_SG &n
$Tiger Brokers(TIGR)$ 1. Understanding the Market Environment This Week The week delivered an exceptionally turbulent sequence of events. Markets experienced back to back selloffs, heightened fear indicators, a sharp recovery mid-week, a sudden crash on Thursday, and a fragile rebound on Friday that barely held its gains. Such behaviour reflects three forces operating simultaneously: Liquidity stress Short-term money markets have been shifting rapidly, leading to outsized intraday swings. Investors are trading defensively, which amplifies volatility. Position unwinding Highly leveraged trades in technology and momentum factors were unwound aggressively. When large blocks of the same crowded factors move together, the market tends to exagger
$Tesla Motors(TSLA)$ get ready for a generational buying opportunity! After breaking down from a double top pattern tsla tried to reclaim the neckline of $414.5 but couldn't close above it and was rejected twice. Price is consolidating Between the neckline and the 100 sma. The S&P index could be forming a head and shoulders pattern. If 6550 can't hold as support it's gonna get very ugly. Your portfolio is going to bleed but many of your favourite stocks will be in deep discounts so buckle up and get your cash ready haha [Miser]
This week’s volatility was intense, yet only a few strong names show early signs of stabilising. True bottoms need calmer yields, exhausted selling, and clear leadership, which are only partly visible now. The most resilient group remains big tech. Alphabet still holds its uptrend, Microsoft’s weakness is shallow, and Meta is firming. In healthcare, Eli Lilly and Novo Nordisk stay strong due to solid GLP1 demand. Among semiconductors, Nvidia, Broadcom, and TSMC show early buying interest, though not a confirmed reversal. Weaker areas have likely not bottomed. Oracle still faces credit pressure, making further downside possible. Speculative AI names, crypto stocks, and Bitcoin remain fragile, with no clear support forming yet. For bottom fishing, focus only on high quality leaders and avoi
Oracle’s AI Gamble Backfires: CDS Doubles, Stock Craters $300B!
$Oracle(ORCL)$ Oracle’s high-stakes bet on AI has turned sour, with its stock plunging from a $615 billion peak on September 10, 2025, to $198.68 today—a gut-wrenching $416 billion wipeout that’s erased all gains since the OpenAI deal. The five-year CDS spread has doubled to 80 basis points, signaling investor panic over the software giant’s $38 billion debt-fueled AI infrastructure binge and a tangled web of deals with OpenAI, Microsoft, and others. Unlike peers with robust AI moats, Oracle’s pivot has left it underwater, with Moody’s warning of “extended high leverage and negative cash flow.” Is this the AI bubble’s first pop? Will the $300 billion OpenAI pact become a trillion-dollar trap? Dive into the unraveling, assess the risks, and strateg
Part 3 of 5 - S&P500 outlook - Technicals point to a recovery?
Market Outlook of S&P500 (24Nov25) Technical Indicators Overview MACD Trend Analysis The Moving Average Convergence Divergence (MACD) indicator is currently signalling a downtrend. This downward momentum suggests a potential weakening in the stock’s price movement and may indicate caution for traders monitoring short-term price action. Moving Averages The 50-day and 200-day moving averages are both trending upward, which is typically considered bullish for both short- and long-term perspectives. This uptrend points to a positive sentiment in the market. The most recent candlestick has closed below the 50-day moving average line. This increased volatility, a bearish signal for the short term. Exponential Moving Averages (EMA) On the daily chart, the three exponential moving averages (EM
I prefer top down investing as a good company also needs the right economic conditions, policies and macroeconomic factors to survive and perform well. So, I look at macro then sectors, with a focus beyond just the current cycle but also longer term if I wish to invest for a longer horizon such as IT and AI sectors. For such sectors, if the macro are not conducive but I think they will grow in the longer term, I would seize the opportunity to invest in them if the price drop like tech companies during the rate hike years. I generally pick ETFs as it reduces the risk for a busy investor like me who may not want to keep studying the company on a regular basis and reduces the risk for me if I choose to invest for the medium to longer term. I might couple with bottom up investing once I identi