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01-02
My 2025 Investment Journey
2025 slipped away quietly. It’s now only the second day of 2026, and like any reflective investor, I found myself staring at numbers—specifically, the P&L analysis in my Tiger Brokers account. Rows of numbers, green and red, unrealised and realised. I’ve learned that if you stare long enough, numbers stop being numbers and start becoming memories. I opened my Tiger Brokers account back in 2023. Those early years felt encouraging. Both 2023 and 2024 ended with positive overall P&L, reinforcing a sense that I was doing something right. The market rewarded my decisions, and confidence slowly but surely grew. Then came 2025—a humbling reminder that investing is never a straight line upward. For the first time since I started, my overall P&L for the year turned negative. Seeing red
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2025-12-31
$CSE Global(544.SI)$ perhaps should buy again this counter...
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01-03
$Adobe(ADBE)$ $Workday(WDAY)$ $Intuit(INTU)$ 📉 Adobe Liquidity Flush, Valuation Reset, Big Money Setup 📊 I’m watching Adobe $ADBE get absolutely smacked today, now -4.5% to $334.29, and it’s dragging the software complex with it as $WDAY and $INTU slide in sympathy. This is not noise. This is volatility asserting control and forcing rotation. On the charts, the message is unmissable. The recent rally was rejected cleanly at the 200DMA resistance. On the 4H and 30m views, price smashed through the mid Keltner, accelerated into the lower volatility bands, and printed a textbook liquidity flush. Wide ranges, heavy red candles, urgency everywher
TOPHen Solo: Your point on valuation disconnect stands out. $Adobe(ADBE)$ earnings strength versus price compression is hard to ignore. Seen this movie in $Oracle(ORCL)$ before, momentum vanished then snapped back once flow stabilised.
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01-03
$Interactive Brokers(IBKR)$ $Goldman Sachs(GS)$ $JPMorgan Chase(JPM)$ 🥊📈 Retail Just Beat Wall Street for a Third Straight Year, and the Data Is Now Undeniable 📊🔥💰 👀📈 I’m looking at this chart attached and it captures something structural, not cyclical. 📌📊 What the data actually says • $IBKR: Retail average return 19.2% vs S&P 500 17.9% • $GS: “Retail favourites” basket +30.5% vs S&P 500 +16.4% • $JPM: AI and metals trades drove 40%+ of retail gains For the third consecutive year, retail capital has outperformed the S&P 500. This is no longer anecdotal and it’s no longer narrow. It’s confirmed across independent datasets from Goldman
TOP📈 Strong take. Gamma and Vanna effects clearly amplified retail timing last year. When structure breaks resistance, flow follows. I’m seeing the same behaviour in $Apple(AAPL)$ where positioning stayed sticky even through earnings volatility.
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01-03
🚀🧠⚙️ Cycles don’t whisper. They detonate. 2026: Silicon owns the entire AI decade ⚙️🧠🚀
$VanEck Semiconductor ETF(SMH)$ $iShares Expanded Tech-Software Sector ETF(IGV)$ $NVIDIA(NVDA)$ 2Jan26 🇺🇸|3Jan26 🇳🇿 📊 This is rotation on tape, not theory I’ve learned over decades that the first trading sessions of a new year often reveal the real leadership map. Early 2026 has done exactly that. We are seeing record outperformance of semiconductors versus software, with $SMH decisively outperforming $IGV. This is not sentiment noise. It is capital rotating toward the physical constraints of AI scaling. 🧠 The regime shift is structural The long-term $SMH versus $IGV relative chart has already done the hard work. Hardware broke out of multi-yea
TOP$Advanced Micro Devices(AMD)$ breadth stood out to me. Structure’s tightening, volatility behaving, and cross-asset signals aren’t flashing risk-off. This feels like capital reallocating within tech, not leaving it. Strong macro read in your post.
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01-03
Steel Meets Silicon: Why Robots, Not Models, May Drive the Next Leg
CES used to be where we pretended to care about smart refrigerators. Now it’s where Nvidia and AMD duke it out to see who gets to power the robot that might replace your job—or at least the one you didn’t want anyway. This year, I’m less interested in marginal GPU gains and more focused on whether these chip titans can convincingly present themselves as robotics platforms rather than pure AI silicon vendors. If robotics is the next stock engine, it will look very different from the last one. AI is leaving the cloud and learning to lift real weight When Compute Leaves the Cloud The first structural shift investors often underestimate is how robotics changes the AI compute demand profile. Data-centre spending remains lucrative but cyclical, tied to hyperscaler budgets. Robotics flips that mo
TOPSpot on! Robotics will shape AI's next leg.[看涨]
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01-03
1. What is driving the recent Baidu share surge? Baidu’s stock has rallied sharply in late 2025 and early 2026, driven principally by market reaction to its artificial intelligence (AI) strategy and corporate actions: • The company filed a confidential listing application for its AI chip unit Kunlunxin with the Hong Kong Stock Exchange. This announcement sparked renewed investor interest as the potential spin-off could unlock value in what investors see as a high-growth segment. • The broader Chinese tech sector, especially AI and semiconductor names, experienced strong gains at the start of 2026 following a series of high-profile IPOs and heightened demand for domestic AI capabilities. • Analyst activity has been mixed but includes upgrades and increased target prices from som
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01-03
Why 2026 Could Be the Year the IPO Market Finally Roars Back to Life
Look, after years of false starts and tepid activity, I'm convinced 2026 is going to be a breakout year for initial public offerings. The stars are aligning: interest rates are easing, investor appetite for growth stories is returning, and there's a massive backlog of mature, high-profile companies itching to tap public markets. We've seen glimpses of momentum in 2025, but next year feels different—like the dam is about to break. I believe we're on the cusp of a genuine resurgence, driven by megadeals in AI, space, and fintech. Sure, not every IPO will be a home run, and volatility could derail things, but the potential upside is enormous. Investors who position themselves wisely could ride some truly transformative waves. The Case for a 2026 IPO BoomIn my view, the IPO drought of recent y
TOPStoked for 2026 IPOs! Epic times ahead.[看涨]
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01-03
S&P 500 Ushers in 2026 with a Cautious Rally, Powered by Semiconductor Surge
The dawn of 2026 brought a flicker of optimism to Wall Street as U.S. stock markets kicked off the new year with modest gains, defying the sluggish first-day trends of recent years. On January 2, the first trading day of the year, the S&P 500 managed to eke out a small advance, closing up 0.19% at 6,858.47 points after touching intraday highs that suggested a more robust 0.7% rise earlier in the session. The Nasdaq Composite, meanwhile, flirted with stronger momentum, surging as much as 1.5% intraday—but ultimately dipped 0.03% to end at 23,235.63. The Dow Jones Industrial Average fared better, climbing 0.66% to 48,382.39, providing a steady anchor amid the volatility. This performance marks a subtle reversal from the pattern of the past three years, where the S&P 500 started
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01-01
$AMD 20260102 217.5 CALL$ One good Scalp trade to welcome 2026 !!!!✌️😎✌️Happy New year !!! 🎊 To every trader have an awesome 2026 trading year ahead !
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01-01
$META 20260515 330.0 CALL$ ok reshare for the coins haha
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01-03
🔥 Semiconductor Surge Kicks Off 2026: January Effect or AI Boom Reloaded? 🚀
$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The new year blasts in with a bang as chip giants flex their muscles on Wall Street's opening act! 🌟 While broader markets tiptoe forward, semiconductors are stealing the spotlight, powering through with impressive gains that have investors buzzing. ASML skyrocketed nearly 9% to shatter its all-time high, while Micron blasted up over 10% to claim its own record peak. 😎 Nvidia chipped in with a solid 1.3% lift, and Broadcom added a modest 0.4% – proving the AI hunger isn't fading anytime soon. But hold up – is this the legendary January Effect at play? 📅 That old-school trend where stocks rally hard in the first month, often fueled by tax-loss selling wrap-ups, portfoli
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01-03
$Tiger Brokers(TIGR)$ The trade that taught me the most in 2025 was not the one with the highest return, but the one where conviction was tested by volatility. The key lesson was that being early feels the same as being wrong. Strong themes such as AI infrastructure and gold only paid off when position sizing and time horizon matched the thesis. Trades driven by narrative but lacking patience were the ones most likely to fail. My review of 2025 performance centres on process rather than outcome. The year reinforced three principles: Macro shocks matter less than liquidity and earnings delivery. Concentration works only when downside risk is clearly defined. Missing a move is cheaper than forcing a bad entry. Overall, 2025 was a year of sharpening
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01-03
A strong opening to the year, and a very telling one. Market context Nasdaq Composite +1.3% and S&P 500 +0.6% signalled immediate risk-on sentiment. Semiconductors led decisively. ASML and Micron Technology pushed to all-time highs, while NVIDIA and Broadcom extended their leadership. Which stock hit a new high If I frame this from a portfolio construction perspective rather than personal holdings, ASML is the clearest example of a name that rewarded patience. Its new high reflects not momentum chasing, but structural scarcity in advanced chip manufacturing. That distinction matters. New highs driven by earnings visibility tend to persist longer than those driven purely by sentiment. Do I believe in the January effect I believe in flows, not folklore. January strength often reflects: P
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01-03
2026 Explosive Open: Why ASML & Micron Are the New "Generals" (And Is It Too Late to Chase?) Happy New Year, Tigers! 🧧 If you blinked, you might have missed the entry. The first trading session of 2026 didn't just open; it erupted. While the headline shows the S&P 500 ($SPX) up a respectable 0.6% to 6,858, the real violence was in the Nasdaq ($IXIC), ripping 1.3% higher. But look closer: this wasn't a broad "everything rally." This was a precision strike into Semiconductor Infrastructure. With ASML and Micron ($MU) surging nearly 8% to All-Time Highs (ATHs) and Nvidia ($NVDA) tacking on another 3%, the market is sending a very loud signal about the theme for 2026. The question for this weekend is simple: Is this a genuine breakout, or a classic "January Effect" bull trap before ear
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01-01
$Apple(AAPL)$ I want to prosper even more in 2026
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01-03
The 2026 Kickstart: Did the January Effect Just Hit Us?
🌟🌟🌟Happy First Trading Day of 2026! The market didn't just wake up this morning. It exploded out of bed, slammed a triple espresso and went for a sprint! We are seeing a classic high octane "January Effect" in full swing and Santa Rally continues. The tech rally everyone feared might fade in Q4 of 2025, is back with a vengeance. Nasdaq jumped a massive 1.3%. S&P500 climbed a solid 0.6%. Semiconductor stocks were on an absolute tear! $ASML Holding NV(ASML)$
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01-03
🚨 Buffett Has Left the Building: Is the $1 Trillion Fortress About to Crack? Berkshire Hathaway(BRK.B) Berkshire Hathaway(BRK.A) 2026 will be etched in financial history as the year the music finally stopped. Warren Buffett, the undisputed God of Investing, has officially stepped down as CEO. He is no longer operating the machine he built. For 50 years, buying Berkshire wasn’t just buying a stock; it was buying a religion. It was a bet that one man could outperform the market forever. Now, the keys to the kingdom—and a staggering $380 Billion cash pile—belong to Greg Abel. The sentiment trade is over. The fundamental reality check begins now. Here is the deep dive on what changes, what breaks, and whether $BRK remains a buy in the post-God era. 1️⃣ The Operator vs. The Philosopher: A Viole
TOPSolid points on BRK's shift. Might scoop up shares if it hits 1.3 x book.[看涨]
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01-01
$Lemonade, Inc.(LMND)$ posting profits for a great 2026 start
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01-03
(Part 2 of 5) - Earnings Calendar (05Jan2026) - NTI?
Earnings Calendar (05Jan2026) There are several notable earnings announcements, including those from RGP, Jefferies, AAR, NTI, and MSC. Let us look into NTI. Stock Analysis and Sentiment Technical analysis currently recommends a “strong buy” for NTIC, which aligns with prevailing analyst sentiment. The consensus target price is $13.00, representing a potential upside of over 60%. Previous Earnings Review NTI’s revenue has grown significantly over the past decade, rising from $33 million in 2016 to $84 million in 2025. The company has reported operating losses each year since 2016, recording a $9 million loss in 2016 and a $6 million loss in 2025. NTI maintains a gross profit margin of 33.6% based on a 10-year median, while its free cash flow (FCF) margin stands at 3.6%. Despite a compound
TOPSteering clear of unprofitable firms like NTI is spot on![流泪]