The initial 25bp cut is largely priced in, so the equity reaction hinges on Powell’s tone. If he signals confidence in disinflation and no urgency for further cuts, markets may extend the rally, led by rate-sensitive sectors and high-quality tech. If he hints at data-dependence and a slower path, gains may be modest, since investors have already repositioned aggressively. For 2026, the key is not the number of cuts but the reason behind them. A growth-friendly cutting cycle supports higher valuations through cheaper financing and sustained earnings. A risk-off cutting cycle triggered by weakening labour markets would cap upside and raise volatility. Given current trends, the base case remains a controlled easing path aligned with soft-landing expectations, which is favourable for equities
$Oracle(ORCL)$ Oracle faces a make-or-break moment. The share price collapse and widening CDS spreads show that the market is questioning both leverage risk and the credibility of its long-term AI-infrastructure narrative. The previous guidance of US$600 billion by 2030 was already viewed as highly aspirational. With the stock now down almost 40 percent, expectations have reset sharply. For this earnings release, three elements matter most. 1. Cloud and AI contract visibility If Oracle can show sustained growth in cloud infrastructure, bookings and backlog, the market may stabilise the valuation. Investors want evidence that hyperscaler competition is not eroding Oracle’s momentum. 2. Cash flow strength and balance-sheet comfort The CDS spik
Tesla’s robotaxi narrative is partly priced in, but not fully. The share price already reflects optimism about autonomy, yet the market still discounts execution risk, regulatory delays and Tesla’s inconsistent FSD rollout pace. Until Tesla demonstrates reliable, scalable Level-4 performance in real fleets, the valuation does not fully embed the “software recurring-revenue” model that the robotaxi story implies. For the competitive landscape: Waymo Waymo leads on safety, validation miles and regulatory acceptance. Its systems operate with high consistency in geofenced areas and have already accumulated meaningful commercial mileage. Cities are more willing to approve a player that prioritises conservative decision-making and redundant sensor architectures. Tesla Tesla’s advantage is cost.
WBD trades more like a deal-option now. The offer price caps upside, yet hostile bids keep a risk premium alive. If a higher offer appears, the stock can reprice quickly, but any regulatory setback may drag it back to pre-rumour levels. Between strategies, a call spread fits better. It keeps risk defined while giving exposure to a possible bid increase. An iron condor is harder to justify because takeover news can break any range overnight. For Netflix, the dip is tempting only if one believes the antitrust noise will fade. Fundamentals are solid, but political scrutiny can weigh on sentiment. A staggered entry or patience may offer safer risk-reward than buying immediately.
🟩 Is the Singapore stock market a safe haven, or are we sleepwalking through a regional firestorm? The Straits Times Index (STI) remains stubbornly calm around 4,500 points while Asian markets flash red, but this silence is dangerous for retail investors who mistake stability for safety. Beneath the surface, a massive divergence is unfolding: S-REITs are enjoying their best run since 2019, while some of our favorite dividend payers are slashing distributions by nearly 6%, and our biggest bank is trading at a price that looks suspiciously perfect.In this daily digest for December 10, 2025, we dig deeper than the headlines to expose the real risks facing your portfolio. We break down why the iEdge S-REIT Index is finally waking up, the hard truth about Mapletree Industrial Trust’s latest pay
$S&P 500(.SPX)$ The December S&P 500 rebalance is never just a reshuffling exercise. It is a window into how institutional capital is preparing for the next cycle. With CRH, Carvana and Comfort Systems confirmed for inclusion, the market is signalling a preference for companies showing margin expansion, operational resilience and clear revenue visibility. This is a decisive shift from the liquidity driven trades of early 2025. Looking beyond the confirmed names, the next wave of possible entrants hints at a deeper structural rotation. 1. Cheniere Energy (LNG) Cheniere stands out as the strongest energy candidate. Rising global demand for natural gas, combined with new US export infrastructure, position
So as you can see by the screen shot below, this year has been a roller coaster. Coming out on top with a 46% return, but a few days back it was only 26% YTD. I think many other tigers may have similar stories, I'd love to here yours. I'm not big on listening to market predictions, they are generally wrong. I suppose the biggest one is the Ai bubble. I think those that are predicting a major crash in Ai in 2006 are full of shite. I certainly will not be going out and buying more speculative Ai or chip stocks. But I'll continue buying $Palantir Technologies Inc.(PLTR)$ , $NVIDIA(NVDA)$ , and $Advanced Micro Devices(AMD)$. Just DCA into what's the cheapest eve
BTC Back Above 90K and Crypto Equities Are Waking Up. Is 100K Still on the Table for 2025?
The BTC rebound has created a clean risk-on ripple across the crypto equity basket, and the moves in BMNR, CRCL and MSTR hint that positioning might have reached exhaustion on the downside. What matters now is the path of liquidity. If BTC holds above the 89K to 92K range, the next impulse zone opens toward 97K, with a potential late December test of 100K if volatility compresses. BMNR continues to trade as a leveraged beta play to BTC strength. A break above its recent lower-high structure points to 40 to 45 in a squeeze scenario. CRCL is still one of the cleanest AI x crypto infrastructure names. If BTC pushes for 95K, CRCL could retest the 12 to 14 zone as funding flows rotate back into high convexity names. MSTR remains the institutional torque for BTC. As long as BTC sustains higher l
Nvidia China Sales Back On: What Traders Should Expect Next Week
Trump's approval for Nvidia to resume H200 sales to China has injected fresh energy into a cooling AI sector. The after hours bounce was small, but the signal was big. This is the first real policy break in months, and traders now have a clear catalyst to anchor short term direction. Below is the clean breakdown of how the market may trade Nvidia in the coming sessions. 1. Why This Catalyst Matters China demand was never the issue. Policy blockage was. H200 carries higher margins and stronger upgrade cycles than the previous A series chips. Data center budgets for 2025 are still expanding, not contracting. The approval lowers headline risk and reduces fear premium in the entire AI basket. T
Diamond hands! Silver to the moon. The current gold to silver ratio is about 68. I'm expecting it to go as low as 40, there is still so much more room for silver to run up, I'm expecting to see price at 100 next year. I will continue to hold silver if the ratio do not go below 40. If it goes below 40 I still start to swap it to gold. If you look at the gold to silver ratio chart it is moving down from about 105 to 68 which is about 35% with the shortage of silver now, 40 still very possible
TA Challenge Ignites: Master These Indicators to Crush Trends & Snag Epic Rewards! 🎯
Buckle up, traders – the TA Challenge is your ultimate arena to decode market mysteries, dodge deadly pitfalls, and level up from rookie guesswork to pro precision! We're breaking down powerhouse indicators that spotlight trends, gauge momentum, and flag risks, all in bite-sized blasts with real-world twists. Nail these, sidestep common traps like chasing false breakouts or ignoring volume vibes, and sharpen your edge for today's volatile plays – think S&P's sixth streak surge amid Fed cut fever. Share your TA breakdowns in the comments for $5 stock vouchers and tiger coins – the sharper your insight, the bigger the bounty! Let's dive into the toolkit that's turning dips into dynamite as of December 7, 2025. 💰📈 Trend Titans Unleashed: Moving Averages Slice Through Noise Like a Hot Kni
Option Movers|Strategy Sees 65% Call Option; SLV's Volume Surges 184%; Tesla Shows Highest Bullish Sentiment
The S&P 500 ended Tuesday(Dec 9)'s session slightly lower as investors anticipated that the Federal Reserve would take a hawkish tone even if it cuts interest rates this week, while JPMorgan was the heaviest drag on the benchmark index after the biggest U.S. bank warned of hefty expenses for 2026.Regarding the options market, a total volume of 41,600,150 contracts was traded on Tuesday.Top 10 Option VolumesSource: Tiger Trade App$Strategy(MSTR)$ shares popped 3% on Tuesday amid Bitcoin‘s ongoing volatility. Bitcoin is surging as traders position ahead of the Federal Reserve's final interest rate decision of 2025, hoping to achieve some relief after a rough month in which Bitcoin gave up nearly 30% from its October peak.A total number of 548.74
Trump Approves Nvidia H200 Sales But Will China Actually Buy?
🌟🌟🌟While Trump has recently approved the sale of Nvidia's H200 chips to "approved customers" in China, I believe that the impact on $NVIDIA(NVDA)$ sales to China, will likely be limited in the near term. Why US Approval Has Limited Impact China's Prioritisation of Domestic Chips: The Chinese government has a strategic goal of technological self sufficiency and actively encourages local companies to use domestic alternatives, such as those made by Huawei. Chinese authorities are discussing an approval process to limit access to the H200, requiring buyers to justify why a domestic supplier cannot meet their needs. Previous Precedent : A similar situation occured earlier in 2025 with the H20, a l
🚀 JPMorgan’s Bold Upgrade: STI to 6,000 — What This Means for Singapore Investors JPMorgan just issued one of its most bullish calls on Singapore’s financial markets this decade — upgrading DBS, OCBC, UOB and Singapore Exchange (SGX), while lifting its Straits Times Index (STI) target to 6,000 (previously 5,000). This signals a major shift in institutional sentiment. 📈🔥 Let’s unpack the real drivers behind the upgrade — and what it could mean for your year-end portfolio decisions. ⸻ 🔍 1. Why JPMorgan Turned Ultra Bullish 💵 Higher-for-Longer Rates Remain a Tailwind Even as global central banks begin cutting, Asia’s pace remains slower — supporting: • 📊 Net interest margins • 💼 Fee income recovery • 🏦 Strong deposit franchise advantages Singapore banks benefit more than regional peers due to
SGX Market Outlook 2026: 3 High-Dividend Stocks + 3 Key S-REITs to Watch
With the global rate-cut cycle and the Monetary Authority of Singapore’s SGD 5 billion Equities Market Development Plan (EQDP) jointly supporting the market, Singapore equities are expected to continue seeing valuation re-rating and earnings expansion in 2026.CGS International forecasts that Singapore-listed companies’ net profit could grow 8.5% YoY in 2026, while market liquidity is set to improve significantly. Against this backdrop, we highlight three blue-chip stocks offering both attractive dividends and growth potential, along with three fundamentally solid S-REITs, giving investors a clear roadmap for positioning into 2026.I. 2026 Market Outlook: Three Key Themes Driving Structural OpportunitiesCGS International maintains a positive view on the Singapore market for 2026 and identifi
Weekly Topics Reward (12.1-12.7): Vouchers & Coins! New Event Launches!
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!From 12.1-12.7Lucky Tigers: Each of you has received 100 Tiger Coins! Don’t forget to check them[Tongue]@決戰港美股@Alfie7539@Luxodorscent@Baby Peasant Investor@Ginger CatAll it takes is one post in the weekly topic to have a chance at winning the lucky draw!Active Tigers of the week: e
⚡ Velocity Trader: Execute Your Lightning-Fast Strategies!
Hi,Tigers:💰Market waves crashing – time to dive in!🌊 Big splash? 💎 Hidden treasure? 🎲 Bold call?Share your wisdom and lead the pack!Let’s break it down. These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!📈 Wednesday — Options Market Analyze options open interest and implied volatility to track short-term market movements.Wall Street dipped Monday as most S&P 500 sectors slid and Treasury yields rose ahead of Wedne
🎉🎉Congrats to Weekly Top 5 Most Active & Promising CBA Traders!💰💰
Hey SG Tigers!🐯Another week has gone by, and we are happy to see many amazing tradings from you!🎉🎉🎉Here we present the top 5 most active/promising Cash Boost Account (CBA) traders for the week of December 1st-5th!🎉🎉We'd like to congratulate @St3p178@7d605f46@13dcf2b2@kats@Yong25 @Genrald12 @PStock7@Naveen1980@Maverick37
I have a post on $Netflix(NFLX)$ after it was announced that they have won the bid to buy Warner Bros. Click here ! for the details and help to Repost so more people will know ok, tks! It was supposed to have been out on Mon, 08 Dec 2025 but review team was allegedly so busy, they did not do their job, it until Tuesday. Much have taken place since composing original post on Sunday. For a start, NFLX stock price continued to pullback as investors weren’t keen with the company buying Warner Bros; despite the extensive catalog of intellectual property (IPs) owned by the media giant. On Mon, 08 Dec 2025, NFLX fell (again) by -3.44% to close at $96.79 per share. (see below) In fac
Costco (COST) "Core-on-Core" Margin Expansion To Justify Premium Valuation
$Costco(COST)$'s upcoming Fiscal Q1 2026 earnings release scheduled for Thursday, December 11, 2025 (After Market Close). Consensus EPS Forecast: ~$4.25 (vs. $3.82 in Q1 2025). Revenue Forecast: ~$67.1 Billion. Implied Move: Options markets are pricing in a move of approximately ±4% post-earnings. The "Open Secret" Factor: Unlike most companies, Costco releases monthly sales data. We already know that Net Sales for Q1 came in at $65.98 Billion (+8.2%) and November sales specifically were up 8.1%. Because the "top line" surprise is largely removed, the stock's reaction will depend almost entirely on margins (EPS) and forward guidance. Summary: Costco (COST) Fiscal Q4 2025 Earnings Report Date: September 25, 2025 The Headline: A "Good Enough" Beat T