$ASML 20260618 1460.0 CALL$ I have been analyzing why ASML is showing such incredible resilience—holding green while the rest of the tech sector feels like it’s in a tailspin—and it really comes down to its absolute monopoly on the "picks and shovels" of the AI revolution. While other companies are fighting for market share, ASML is the only one on the planet that can build the High-NA EUV lithography machines required to make the next generation of 2nm chips. I’ve noticed that the stock is currently riding a massive wave of momentum following their blowout Q4 results, where they reported a record-breaking backlog of €38.8 billion. That is essentially a guaranteed revenue stream that exceeds their entire sales target f
Keppel DC REIT: Record-Breaking DPU and 45% Rental Reversions—Is This the Data Centre Gold Standard?
$Keppel DC Reit(AJBU.SI)$ As of February 22, 2026, Keppel DC REIT (SGX: AJBU) is demonstrating robust growth driven by strategic acquisitions and strong organic performance within the data centre sector. Technical Analysis (TA) The technical outlook for Keppel DC REIT is currently positive, with the stock showing signs of recovery and momentum. Current Price Action: As of February 20, 2026, the unit price closed at $2.27, showing a slight daily increase of 0.44%. Trend Analysis: The stock has been on a recovery path since a preferential offering in late 2025, which initially caused some dilution but was well-received, being 168.2% subscribed. Support & Resistance: Resistance: Immediate resistance is seen at $2.28 - $2.30. A sustained br
🧧🧧🧧The Year of the Fire Horse has officially turned the Straits Times Index (STI) into a global legend! On 12 February 2026, the impossible happened: the STI crossed the historic 5,000 barrier. This monumental roar was powered by a stable of star performers that have all hit their own record breaking strides this Lunar New Year. The Star Performers: Champions of the 5,000 Sprint The Fire Horse doesn't run alone. It is supported by the strongest 4 Singapore bluechip stocks that the Singapore market has not seen in decades: DBS - The Lion King $DBS(D05.SI)$ led the charge, recently peaking at an all time high of SGD 60.00. DBS reported strong FY2025 results on 9 February 2026,
UOB’s FY25 Audit: A 200-Basis Point Spread in a Season of "Vanishing Customers" |🦖EP1446
UOB’s FY25 Audit: A 200-Basis Point Spread in a Season of "Vanishing Customers" |🦖EP1446 I have been watching the local bank earnings reports roll in over the last week and something clicked for me regarding UOB that I felt compelled to share with our community of 6,000+ subscribers. While the mainstream headlines are busy celebrating a record fee income of $2.6 billion, I spent my evening digging into the footnotes of the wholesale credit provisions. There is a clear gap between the glossy narrative of a victory lap and the hard math of a 23 percent profit plunge. It feels like a celebration. But here is the uncomfortable truth: that attractive dividend is currently sitting on an engine showing signs of stress. When we look at the yield spread, we see a risk premium of only 86 basis point
$Silvercorp Metals Inc(SVM)$ No prize guessing what's the other two charts are about. I didn't guess the whole narrative right but last US trading session happened to be a reasonable profitable session for my portfolio position. It would have done better if I had shorted cryptocurrency in general! With March quickly approaching, the clock is ticking for silver March contract delivery. It will be interesting in just a week what will happen to the silver price movement. If the contracts are not rolling over, and the world ran out of physical silver to deliver, a lot of the settlement is going to be the so-called fiat paper notes, or currency as we called it. Those same currencies that could simply be printed and losing confidence among the cent
$Palantir Technologies Inc.(PLTR)$ I have put together a look at the current Palantir situation that captures that mix of market pressure and your personal strategy. I’ve incorporated the latest on Burry’s thesis and the technical signals suggesting the stock might be reaching an exhaustion point for sellers. I’ve been watching my Palantir holdings take a significant hit lately as the stock has pulled back roughly 37% from its recent highs. This drop seems to be driven by a combination of extreme valuation fatigue—with the price-to-earnings ratio recently hitting a staggering 214x—and a broader rotation out of high-flying AI software names. There’s also been fresh anxiety surrounding potential defense budget c
Is it a case of déjà vu all over again for US stock market from 23 Feb 2025 onwards after the landmark verdict from the US Supreme Court over Trump’s April 2025 Liberation Day global tariffs ? It certainly looks so from where I am sitting. To really ‘know’ if US stock market will go through another major correction from this week onwards, let’s take a look at recent US economic reports released, to help ‘hopefully’ draw some educated conclusions. US CPI (YoY) - Headline vs Core for Jan 2026 Consumer Price Index (Jan 2026). US’s first inflation report for 2026 was released on Fri, 13 Feb 2026, showing : Downside surprise on Headline inflation. Modest upside surprise on Core inflation. (see below) The reports reinforces a gradual disinflation trend while keeping underlying price pressures st
Key Market Setups This Week: $NVDA$ $NVO$ $SPY$ $POET$ $SOFI$
This week’s setups highlight a mix of macro trends, long-term bull cycles, and short-term signals. $NVDA$ leads the market momentum, $SPY$ shows the broader bull cycle intact, $POET$ flashes a short-term buy, while $NVO$ reminds us that even strong systems take losses, and $SOFI$ risks a near-term correction. 1. $NVIDIA(NVDA)$ Earnings this week isn't important for just $NVDA … but the entire market. 🚨 $NVDA is in a macro bull cycle and my long‑term model is targeting $220 in the next 90 days. 2. $Novo-Nordisk A/S(NVO)$ Closing my $NVO for about a 30% loss… and I’d still take this setup every time Strategy Results $NVO: 25 trades, 2,770% ROI, 41% win rate. 3. $SPDR S&a
🚨Tariff war risks reignite—Share your trade ideas!
Hey Tigers! 🐅 Markets are constantly changing — and we want to know what you think. 💡 Got a hot take? A risky bet? A winning play? Share your ideas below and climb the leaderboard! Let’s break it down. These stories drove the markets. More News 🎯 S&P500 Most Active Today 👉@TigerObserver Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively! ✨Tuesday — Singapore Stocks Singapore stocks opened higher on Tuesday. STI rose 0.3%; Nio up 2%; SIA up 1%; UOB down 4%.. $UOB(U11.SI)$ : The bank’
Snowflake (SNOW) Need Definitive Path To GAAP Profitability Alongside AI Growth For Good Upside
$Snowflake(SNOW)$ is scheduled to report its fiscal fourth-quarter 2026 earnings on Wednesday, February 25, 2026, after the market closes. The stock enters this report under significant pressure, having declined roughly 15% to 21% year-to-date as of late February. Investors are balancing optimism regarding Snowflake’s AI pivot against concerns over margin compression and aggressive insider selling. Key Earnings Estimates (Consensus) Revenue: $1.25 billion (Estimated ~27% YoY growth). Product Revenue: $1.20 billion (The most critical component of their business model). Non-GAAP EPS: $0.27 (A projected 10% decline from the $0.30 reported in the same quarter last year). Implied Move: Options markets are currently pricing in a ±13% swing, significantl
Can Nvidia (NVDA) Q1 FY2027 Guidance Surprise To Avoid A "Sell The News" Reaction
$NVIDIA(NVDA)$ is set to report its fiscal Q4 2026 earnings on Wednesday, February 25, 2026, after the market closes. As the primary bellwether for the AI era, this report is expected to be a major macro event for the technology sector. Key Projections & Expectations Wall Street is pricing in "perfection," with expectations for significant year-over-year growth. Nvidia’s fiscal Q3 2026 report (released November 19, 2025) was a definitive "beat and raise" performance that silenced many skeptics regarding the "AI bubble." However, the market's reaction provided a vital lesson in the difference between company performance and investor expectations. Q3 2026 Earnings Summary Nvidia delivered record-breaking numbers across its core segments, driven
Supreme Court Tariff Ruling: Market Volatility vs The Power of Compounding
🌟🌟🌟On February 20, 2026, the US Supreme Court issued a landmark 6-3 ruling, declaring that broad based tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are illegal. The Court found that IEEPA does not grant the President the authority to unilaterally impose tariffs, as the power to tax - including duties and tariffs - rests solely with Congress under the Constitution. This ruling invalidated approximately 75% of the tariffs implemented in 2025, including the "Reciprocal Tariffs" and "Trafficking and Immigration Tariffs". The Impact of the Supreme Court Ruling Tariff "Whack-a-Mole": Hours after the ruling, President Trump signed a new proclamation under Section 122 of the Trade Act of 1974, initially imposing a 10% global tariff, which he quick
First up, it's very sad to see one you will notice I brought a few shares in Amazon recently too, but sold quickly afterwards.of the all time masters of investing leave the helm at $Berkshire Hathaway(BRK.A)$ . Warren buffet has and will remain one of the largest influencers regarding my investment approach. he has of course not left completely, but his final shot (selling down 77% of $Amazon.com(AMZN)$ ) is interesting, to say the least. Clearly the graph I show below illustrates the sell down. you will also see I brought in recently, but quickly sold for a tiny profit. Now I can't tell you why Mr buffet sold. But I can explain why I brought then sold quickly once I understood
The 2026 Investment Outlook — Key Themes for Singapore Investors
Singapore stands at the crossroads of global capital and Asian growth, and 2026 is shaping up to be a year when regional awareness and strategic diversification could pay off. The global recovery has matured, interest rates are stabilizing, and new technologies are driving quiet revolutions across industries. For Singapore investors, here’s what’s worth watching this year. 1. The Rise of “AI Adoption” Plays Artificial Intelligence remains the story of the decade—but the best opportunities in 2026 may lie beyond Silicon Valley. Singapore-based logistics, finance, and healthcare firms are ramping up AI integration to lift efficiency and margins. Watch for regional leaders in automation, predictive analytics, and customer personalization. Example: Local listed companies leveraging AI to stren
Buffett's Last 13F Bombshell: Massive Amazon Dump & Surprise Media Bet – Tech Overpriced Warning? 😲💥
Warren Buffett's final portfolio tweak as Berkshire Hathaway CEO packs a punch, with the firm's $274 billion equity stash showing calculated shifts that have investors buzzing about value plays trumping growth hype. 😎 This Q4 2025 13F filing reveals a classic Buffett concentration – top 10 holdings still dominate 88% of assets – but beneath the surface, meaningful moves signal caution on tech valuations amid inflation lingering at 2.8% and Fed pauses delaying cuts to July. Apple got trimmed for the third straight quarter by 4.32% (10.29 million shares sold), cutting exposure to the $951 billion stake while still keeping it as the crown jewel at 22.6% of the portfolio. Amazon took a brutal hit, slashed over 77% as Berkshire unloaded most of its position, hinting at worries over capex bloat
Paramount's $31 WBD Bid Sparks Hollywood Takeover Firestorm: Netflix Dip Goldmine or WBD Breakout Bonanza? 😱💥
$Netflix(NFLX)$$Paramount Global(PARAP)$ Paramount Skydance just cranked up the drama in Hollywood's hottest takeover saga, lifting its offer to $31 per share for Warner Bros. Discovery (WBD) and reopening a 7-day negotiation window that's got investors on the edge of their seats. This bold move trumps WBD's existing $27.75 per share binding deal with Netflix, set for a March 20 shareholder vote, and Paramount's even dangling to cover Netflix's whopping $2.8 billion breakup fee – hinting this $31 isn't the final salvo in a bidding war that could redefine streaming empires. At the open, PSKY surged 8% to $35, WBD climbed 3% to $12.50, while NFLX slid 1% toward $75, eyeing $70 as the next technical floor
AI Power Crunch Ignites Decade's Hottest Bet: Stock Up on Energy Before Demand Skyrockets! 😱⚡
The US electricity demand chart tells a explosive story – after a decade of flatlining in the 2010s, power loads are surging again thanks to tech titans building massive data centers and AI infrastructures that guzzle energy like never before. 😤 This revival isn't a blip; it's the dawn of a $5 trillion demand wave as AI models, chip fabs, robots, EVs, and self-driving fleets all scream for more juice to function. None of these innovations run without electricity, and the bottleneck's tightening fast – supply chains strain under 20% yearly jumps in consumption from hyperscalers like Meta and Google alone. Emerging markets amp the frenzy, with Asia's data hubs pulling 10% more power on 5G rolls, boosting STI to 5,000 on tech inflows while Latin America's EV boom adds 8% demand spikes. But as