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02-06
Mag 7's AI Glow Fades Fast: Can Amazon's AWS Rescue the Group from Deeper Dives?
The once-unstoppable Mag 7 are showing cracks, with most companies falling short of sky-high expectations during this earnings season. Tech selloffs have intensified, dragging the group lower amid concerns over ballooning AI capex without proportional returns. Amazon stands out as a potential lifeline, with AWS delivering robust AI-driven growth that could offset broader worries and support the stock amid the rotation to defensives. Amazon's cloud arm AWS reported strong momentum, with revenue climbing 19% year-over-year to $27.5 billion in the latest quarter. AI services within AWS grew even faster, up 48% as customers ramped adoption of Bedrock and SageMaker tools for custom model building. This performance highlights AWS's edge in enterprise AI workloads, where high-margin recurring rev
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02-06
“When is the crash coming?”
I got this extract from the author of “Rich Dad, Poor Dad”. Is this realistic? Or is this too negative? People keep asking me: "When's the crash coming?" I tell them: It's already here. You're just not watching. Debt doesn't crash like the movies. No dramatic explosion. No sirens. It rots from the inside out. First the little guy gets squeezed. Credit cards. Car loans. "Consumers are struggling." Then commercial real estate. Buildings can't refinance. Quietly. Then small banks start disappearing. You don't hear about it because they get "merged." Then government steps in with bailouts and fancy names for the same old con. By the time CNBC is screaming CRISIS, the smart money already moved. The crash happens in slow motion while everyone's waiting for the big bang. And who gets destroyed? S
TOP0billionaire: Spot on! Debt rot's already biting. Holding gold and crypto here. 💰
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02-06
Market Colour: Nikkei225 bounce back on election hopes
🔃The $Nikkei 225 Index(N225.JP)$ index experienced heightened volatility during today’s trading session. At the open, the index gapped lower, declining as much as 1.5% from yesterday's 5PM close. However, it has since reversed all losses, trading +0.2% in positive territory at 54,050 as of 130PM 🗳This recovery comes as investors shift their focus to the upcoming national election, scheduled for this weekend. 💁Prime Minister Sanae Takaichi has called for a snap election to secure support for increased government spending and potential tax cuts. 🥇Analysts widely expect the ruling coalition to win decisively, which has helped stabilise market sentiment (Trading Economics, 6 February). ↕Investors with a directional view of the Nikkei 225 index can
TOPSolid rebound on election hope! Bullish vibes.[得意]
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02-06
Navigating the Private Equity Meltdown: Software Exposure – Drag or Discounted Opportunity?
The private equity sector has been rocked by a sharp sell-off in recent days, with shares of major players tumbling amid growing investor anxiety over their heavy bets on software companies. As artificial intelligence continues to reshape industries, questions swirl around whether these firms' portfolios – laden with software investments acquired at peak valuations – represent a toxic liability or a timely bargain for long-term investors. The meltdown, which wiped out billions in market value, underscores the vulnerability of leveraged software assets in an era of rapid technological disruption. But it also raises the prospect of undervalued stocks for those willing to bet on adaptation and recovery. At the heart of the turmoil is the private equity industry's deep entanglement with softwa
TOPSoftware crash could be a steal if you're patient.[看涨]
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02-06
🌟🌟🌟If I can only hold 1 stock during a government shutdown it would be $Alphabet(GOOG)$ and not $General Motors(GM)$ . This is because in a government shutdown I want a fortress , not a factory. General Motors is a solid proud American icon but it is also tied to consumer sentiment which tanks during political chaos, credit markets which get jittery fast and union negotiations which can flare up when the government is distracted. GM is like holding a car that might stall when the traffic lights stop working . Alphabet on the other hand is like the kid who brings snacks, cash and straight A grades to the apocalypse. Alphabet has USD 100 billion plus in cash, global revenue streams , AI dominan
TOPTrue, but generally what's the point of holding a US stock when the USD is dropping like a stone. Even the best US stock won't perform as their currency errods profits. I'd rather focus on HK stocks, no taxes offset prior distribution, solid companies and less noise. [Miser]
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02-06
DBS Earnings Preview: Can DBS Break $60 Next Week?
The "Alpha" of Singapore banking, $DBS(D05.SI)$, is set to release its full-year 2025 and Q4 results on Monday, Feb 9. With the stock currently hovering near the $60 psychological barrier after a massive 2025 rally, all eyes are on whether this report will provide the momentum for a breakout. Market consensus: Annual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%). Q4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%). Total Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth). 🕒 2025 Performance Recap: The Banking Trio's Great Divide Before looking ahead, let’s review how the three local giants diverged in 2025—a key factor driving current market sentiment: DBS surged 28%. Fueled by
TOP@Universe宇宙 @Shyon @Aqa @SPACE ROCKET @LMSunshine @rL @GoodLife99 @koolgal Can DBS break $60 next week? Each participant who guesses the correct closing price will share 1,000 Tiger Coins (evenly split). Each participant gets 5 Tiger Coins just for joining.
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02-05
$HongkongLand USD(H78.SI)$ Holding for the moment, management and directors has been doing share buy back for quite awhile. Yesterday's news of a new fund saw it crossing $9. Probably something big brewing.
TOPNice call! Buybacks signal strength. $10 next?[看涨]
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02-06
$NVIDIA(NVDA)$ Still profitable even though market is bearish.
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02-06
$YZJ Shipbldg SGD(BS6.SI)$ opportunity to buy
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02-06
BTC - Monthly Logarithmic Chart
BTCUSD - Monthly Logarithmic Chart This primary trendline has served as a definitive floor for every major correction exceeding 50% since 2014. BTC is currently trading 3.9x ATR% below the 50-MA. This extension suggests an asymmetric risk-reward profile favoring the long side, provided you can entry manage a base or intraday entry on LoD off a key technical level, ie. $59,998 low coinciding with round number support $60,000. Further breakdown from current level will mirror November 2018, the last time BTC hit -4x ATR% from the 50-MA. That instance saw a further -42% flush from a bear flag setup before the ultimate bottom was set, leading to a massive 350% 6-month surge. If the current market correction deepens with more pain displayed on media headlines, BTC is shaping up to be a high-conv
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02-06
Daily Crypto Market Summary 6 Feb 2026
Bitcoin (BTC) Bitcoin Erases All Post-Election Gains, Plunging to $62K Amid "Full Capitulation" Bitcoin has officially wiped out all gains made since Donald Trump's 2024 election victory, crashing to a low of $62,200 on February 5 before stabilizing near $65,000. The collapse marks a 30% correction from its January peak, driven by a "perfect storm" of macro headwinds: dismal U.S. economic data, fears of an AI bubble burst, and intense geopolitical strain. On-chain metrics scream "capitulation," with Glassnode reporting the second-largest forced selling spike in two years. Despite the carnage, BlackRock's IBIT ETF saw record daily volume of $10 billion, suggesting that while retail panics, institutions are stepping in to absorb the liquidity event. The market mood is grim, with sentiment hi
TOPBloody hell, the crypto crash is brutal! Stay strong lah.[惊讶]
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02-06
The New ONEOK is a Midstream Behemoth Built for Yield
Compelling 5.4% dividend yield, supported by resilient fee-based cash flows. Recent acquisitions of Magellan, EnLink, and Medallion have solidified OKE as a top-tier diversified midstream operator. Approximately 90% of earnings are now fee-based, significantly reducing direct commodity price exposure. Trading at a discount to our intrinsic value estimate, particularly given the synergy potential from recent M&A. Long-term volume risk tied to energy transition pressures on refined products and regulatory hurdles for new infrastructure. Investment Thesis $ONEOK Inc(OKE)$ is a diversified midstream energy leader operating an extensive 60,000-mile pipeline network that connects prolific U.S. supply basins, including the Permian, Williston, and Mid-
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02-06
Retail All-In as Risk Cracks: SPX, QQQ, IWM Flash Warning, BTC Downside Risk
Retail risk-taking is near extremes, with Citadel’s gauge in the 95th percentile. Momentum just saw its worst day since March 2020, a rare 6-sigma move. If Bitcoin follows past bear-cycle patterns, downside toward $40K or lower remains in play—pressuring $MSTR$, $COIN$, and ETH. Retail is all in. Citadel’s Retail Investor “Risk On/Off” Gauge is in the 95th percentile versus history. $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ Today was the worst day for Momentum (-11.5%) since the March 2020 Covid Crash. 6 sigma move. Bitcoin is an asset that typically declines upwards of -70%+ during its Bear cycles. If this pattern holds, BTC could see
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02-06
TSLA Remains in Deep Bearish Structure as Capitulation Risk Rises
$Tesla Motors(TSLA)$ 1. Long-Term Investment Strategy & Analysis The current long-term trend zone is Bearish, and the recommended investment position remains Sell and Observe. Within this environment, downtrends dominate while rebound attempts lack structural strength, resulting in unfavorable long-term risk-reward conditions. The position has been maintained for 27 days since entering the Bearish zone, during which a −16.4% decline was effectively avoided through disciplined adherence to the trend-based strategy. This highlights the effectiveness of maintaining a defensive stance during structurally weak phases. Notably, there is a 46% probability of entering a Bullish zone within the next 10 days, suggesting that while conditions remain bear
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02-06
Disruption Meets Risk: $HIMS Takes on $NVO/$LLY, $MGM Cuts Shares
$HIMS is shaking up the pharma space, challenging $NVO’s patents in a high-stakes bet that could disrupt the weight loss market. Both $NVO and $LLY face significant downside risk if litigation goes against them, making this a fascinating clash between nimble disruptors and Big Pharma. Meanwhile, $MGM is quietly reducing its float, repurchasing 5.5% of shares in a single quarter, signaling confidence amid broader market volatility. Investors should watch legal battles and corporate capital moves alike for asymmetric opportunities. 1. $Hims & Hers Health Inc.(HIMS)$ My gut feeling is that $HIMS is playing the ultimate disruption card. They’re pushing so hard Novo sues, which ultimately leads to Novo defending — and potentially invalidating — the
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02-06
VIX Rising, S&P Flat — Is a Crash Brewing?
Good evening, everyone.$Gold - main 2604(GCmain)$ $E-Micro Gold - main 2604(MGCmain)$ $1-Ounce Gold - main 2604(1OZmain)$ I’ve compiled the key points from the February 5 session into a ready-to-read transcript, so those who missed the live broadcast can easily catch up and review. $Silver - main 2603(SImain)$ $E-mini Silver - main 2603(QImain)$ $Silver - Mar 2026(SI2603)$ $Gold - main 2604(GCmain)$ $E-Micro Gold - main 2
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02-06
Tech Stocks Hit the Brakes: How to Play the Rebound?
On Thursday (February 5) local time, U.S. stocks suffered a significant sell-off, with the three major indexes falling across the board, and market sentiment turned to obvious risk aversion. Investors are worried about tech stock valuations, high capital expenditure expectations and macroeconomic data, and risky assets are generally under pressure. The stock market fell significantly that day: the S&P 500 index closed down about 1.2%, the Dow Jones Industrial Average fell nearly 600 points (about 1.2%), and the Nasdaq Composite Index fell nearly 1.6%. This was the third consecutive session of declines, and the S&P even erased its year-to-date gains. Data from other markets also show that the Russell 2000 small-cap stock index also recorded a decline of about 1.8%. Technology and gr
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02-06
The Road to Million Dollars: Mr. Liu on Precious Metals & Compounding Insights
📝Foreword: Mr. Liu@胖胖加油 is a veteran investor active in the capital markets. Formerly with a brokerage firm, he now works at a Private Equity (PE) firm based in Shanghai and is around 40 years old. On the Tiger platform, he has already achieved over $1 million in earnings. 💰 From his first exposure to the market in his teens to making Hong Kong and US stocks his core battlegrounds, he has consistently done one thing: Slowly turning insights into compounding returns that can navigate through cycles. 🔄 For him, investing is not a "side hustle," but decades of continuous cognitive training. He focuses on finding ignored value within cycles and maintaining restraint amidst volatility. From "Random Betting" to Systematization: Investing is
TOPNice Sharing 😊 @JC888 @Barcode @DiAngel @Shyon @Shernice軒嬣 2000 @Aqa
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02-06
FOMO, Traps, and Falling Knives: $META, $NVDA, $MSTR, $PLTR, $AMZN, $HOOD
Recent market moves highlight the dangers of chasing post‑earnings spikes and the importance of disciplined systems. $META and $AMZN fell through expected zones, triggering sell-the-news traps. $MSTR and $PLTR continue deep drawdowns, showing why catching falling knives rarely works. Meanwhile, $NVDA sits in a discount band offering a tactical long entry. Even HOOD, down ~40% since early January, underscores the need for patience and structured risk management as bounces turn into traps. Traders should focus on smart entry points and avoid emotional trades. 1. $Meta Platforms, Inc.(META)$ Most traders saw $META’s earnings rip and FOMO’d in. We called it a trap Price rejecting exactly where my system said “sell the news,” with room for another 15–1