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04-07
Beyond the Ticker: Decoding the "Eastern Buffett" Playbook
If you’ve been hanging around the tech or investment circles in Asia, you know Duan Yongping isn't just another retired billionaire. He’s the guy who built BBK, mentored the founders of Vivo, Oppo, and Pinduoduo, and famously bet the house on Apple when everyone else was doubting the iPhone. Duan recently distilled his decades of market-crushing wisdom into a "Investment Bible." It’s not about complex algorithms or macro-economic forecasting. It’s about brutal simplicity. Here is the masterclass on how to stop "trading" and start "owning." Investing is fundamentally about buying a business. You find a company you actually understand, with a stellar business model, a rock-solid culture, and a reasonable price—then you hold on for dear life. The Eight Pillars of the "Perfect Bet" Duan doesn'
4.54K
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04-07
SpaceX IPO Buzz Ignites Ecosystem Rally with $TSLA $ASTS $AMZN
The rumors are screaming louder than a Raptor engine: SpaceX might finally be eyeing that legendary IPO, and the timing is anything but accidental. We’re looking at a June launch—a month that isn’t just a square on the calendar, but a massive celestial alignment of egos and icons. June marks Elon Musk’s birthday, Donald Trump’s birthday, and a string of national celebrations. If you know anything about how these titans move, you know they love a good spectacle. With Trump likely looking to "paint the K-lines" green for his own celebration, market sentiment in June is shaping up to be electric. The breadcrumbs are already being dropped. We have the Starship V3 maiden flight slated for April, followed by the critical orbital refueling demo in June. The hype isn't just coming; it’s already in
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04-07
Hormuz vs. My Wallet: Can CDC Vouchers Save Us This Time?
Beyond market volatility, many of us are likely feeling another kind of “price surge” in daily life. Since early April, Singapore has entered a broad repricing mode — fuel prices flashing higher, electricity bills creeping up, and even your daily cup of kopi costing a few cents more. From oil to kopi, everything is rising The root cause may lie thousands of miles away — in the Strait of Hormuz, the world’s key energy chokepoint. Rising geopolitical tensions have pushed up oil and natural gas prices, feeding directly into local costs. Diesel prices surged 4.7%–7.6% overnight Singapore relies on ~95% natural gas for electricity, and gas prices are linked to oil $Natural Gas - main 2605(NGmain)$ Residential electricity tariffs have already risen
TOPkoolgal: 🌟🌟🌟Singapore inflation is like that one relative who keeps showing up uninvited, persistent, annoying & unwanted. Yes CDC vouchers do help a little bit let's be honest: they are like Panadol for a headache. They are comforting, useful but not enough when chicken rice hits $10 & Kopi is $5! But here is the twist: Even as everything gets pricier, the Singapore market quietly rewards those who stay invested, not those who panic every time oil spikes or headlines scream. I will continue to stay invested especially in our local banks $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ & $UOB(U11.SI)$ . When global chaos erupts, these giants don't run. They collect deposits, grow wealth management & send me dividends like hongbaos for being loyal. Then there are quality SReits like $CapLand IntCom T(C38U.SI)$ - steady & backed by real assets. I position by staying anchored in Singapore's strength: banks, Reits & the resilience of Singapore that always find a way. @Tiger_SG @Tiger_comments
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04-07
$Advanced Micro Devices(AMD)$
2.22K
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04-07
$Palantir Technologies Inc.(PLTR)$ Partially cash out last week...
2.31K
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04-07
Tencent’s 1.4 Billion Users Give It an AI Edge No Western Platform Can Match
Chinese internet conglomerate spanning gaming, social media, fintech, and cloud computing, anchored by WeChat/Weixin with 1.4 billion monthly active users. Management guiding ~80% of earnings returned to shareholders via dividends and buybacks; forward dividend yield of 1.1% with an 18% proposed dividend increase. WeChat Pay processes over 1 billion commercial transactions per day, making Tencent a co-dominant player in Chinese digital payments alongside Alipay Largest gaming company in the world by revenue; international holdings include Riot Games (League of Legends, Valorant), Supercell, and significant stakes in Epic Games and Ubisoft Investment Thesis $Tencent Holding Ltd.(TCEHY)$ is a Chinese internet giant covering products and services in
2.28K
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04-07
Is the Fed Done Cutting Rates? Your AI Stocks Need to Be Careful in 2026
Is the Fed DONE cutting rates? Your AI stocks could be in for a MAJOR reset in 2026. Let’s break down the REAL risk no one’s warning you about. $标普500波动率指数(VIX)$ $ARK Innovation ETF(ARKK)$ The Federal Reserve’s March meeting has concluded, and interest rates stayed exactly where they were. What disappointed markets even more: policymakers signaled just one possible rate cut this year—and maybe another in 2027. Inflation fears fueled by Middle East tensions are forcing the world’s most powerful central bank to rethink its policy path. The 10-year U.S. Treasury yield climbed steadily through March, making it clear traders no longer expect easy monetary policy anytime soon. What does this mean for the AI stoc
TOPYeah, rising rates could smash AI stocks lah. Better brace for the storm![惊讶]
1.23K
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04-07
Nebius Has Soared 400% in a Year — Is It the Next CoreWeave?
Both $英伟达(NVDA)$ and $Meta Platforms, Inc.(META)$ Are Betting Big on This AI Stock! In the red-hot AI computing race, two tech giants have zeroed in on the same dark horse: $NEBIUS(NBIS)$ . Meta just signed a massive $27 billion AI infrastructure deal, while NVIDIA dropped $2 billion for a strategic stake. The company, valued at $25.2 billion, has seen its stock surge nearly 400% in a year — blowing past CoreWeave’s 109% gain over the same period. Could it become the next giant in AI cloud infrastructure? Two Titans Backing the Same Play Meta + NVIDIA = Unmatched Credibility Meta: 5-year, up-to-$27-billion AI infrastructure deal NVIDIA: $2 billion strategic inves
TOPNebius is unstoppable! Massive potential in AI infra.[看涨]
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04-07
Could Canada be about to flip the global lithium script?
Alberta just dropped a game‑changing number: 82.5 million tons of lithium carbonate equivalent—one of the largest lithium resources on the planet. Is this North America’s ticket to energy independence and battery supply chain dominance? Let’s dive in. Alberta Holds 82.5 Million Tonnes of Lithium Carbonate Equivalent—Will Canada Rewrite the Global Lithium Map? $Lithium Americas Corp.(LAC)$ $LITHIUM ENERGY LTD(LEL.AU)$ As nations worldwide race to secure “white petroleum” — the lithium essential for electric vehicles and energy storage batteries — the Canadian province of Alberta has quietly revealed a massive hand. According to a new joint report by the Alberta Geological Survey and the Alberta Energy Reg
TOPAlberta's lithium find is huge! Could shift global supply chains.[看涨]
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04-06
Last week felt like a relief rally, with the SPX and Nasdaq snapping their losing streak. But oil at $112 and rising gold prices tell me this isn’t a clean risk-on move—geopolitical risks are still driving part of the market. I’m seeing a split underneath the surface. Tech and AI names like $Taiwan Semiconductor Manufacturing(TSM)$ and $APPLIED DIGITAL CORP(APLD)$ remain strong, while consumer names like $Nike(NKE)$ show demand weakness. EVs are mixed too—$NIO Inc.(NIO)$ is strong, but $Tesla Motors(TSLA)$ is still under pressure, which I’m watching closely. In Asia, the tone looks more defensive, with flows into banks, utilities, and commodities supporting indices like the $Straits Times Index(STI.SI)$. This week, I’m focused on inflation data and the FOMC minutes—because if inflation st
TOPNice Sharing 😁 Yup defense 😁 @Barcode @JC888 @DiAngel @Aqa @Shernice軒嬣 2000 @koolgal
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04-06
[44] AON, KVUE, MDLZ
The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
TOPSolid TA on MDLZ! That 58-59 breakout zone is key for momentum reversal.[看涨]
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04-07
My stock in focus today is $UnitedHealth(UNH)$ , as the latest Medicare Advantage update came in much stronger than expected, driving a sharp rebound in insurers. What was initially a near-flat proposal is now roughly a ~5% total increase after risk adjustments—a clear positive surprise that lifts sentiment. This kind of policy support is something the market had not been pricing in. This is important as it improves earnings visibility and margin outlook into 2027. The additional $13 billion in payments shows recognition of rising medical costs, while the pause in risk model changes adds stability for insurers to plan ahead. Overall, this looks like a relief rally with fundamental backing. For UNH, it reinforces its role as a defensive compounder
TOPSolid move for UNH! Policy boost is a game-changer.[看涨]
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04-07
Gold Stocks “Spring” Compressed to the Limit — Is a New Rally Coming?
💬 Gold bugs & mining investors — Are you ready? Gold stocks have been crushed, but seasonals + fundamentals are lining up for a spring surge. Is this the bottom? Let’s talk! $黄金主连 2606(GCmain)$ Over the past two months, gold stocks have endured extreme volatility: a sharp rally, a flash crash, a V‑shaped rebound, and another steep drop. The GDX Gold Miners ETF hit an all‑time high in late January, surging more than 30% year‑to‑date at one point. It then suffered a nearly 13% single‑day plunge, rebounded to fresh highs, and resumed its decline in March. Since then, GDX has tumbled more than 30% in just three weeks. Yet after such violent swings, technical, seasonal, and fundamental signals are aligning — suggesting the “spring” in gold stoc
TOPYeah, bottom looks close lah. Good time to buy GDX now![看涨]
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04-07
Nvidia Not Losing Simply No Longer The Only Player AVGO
$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In
TOPNvidia should stick to GPUs and team up with TPU players for win-win.[开心]
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04-07
Why Samsung's Big Q1 Surprise Matters for Storage Stocks Key Takeaways – Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit. – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM. – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade. – The big risk is simple: storage is still a cyclical industry, so strong pricing today can turn into demand damage or oversupply later if AI spending slows or custome
TOPSamsung's beat is massive! Micron's gonna soar on AI demand.[强]
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04-07
Micron Jumps, $11M Options Trade Says This Move Isn't Over Against a backdrop of ongoing Middle East tensions and elevated oil price volatility, the broader market remains in a “high uncertainty + high volatility” regime, with risk appetite yet to fully recover. Within this environment, however, structural opportunities are beginning to emerge in the tech sector—particularly in storage. Following the demand shock triggered by $Alphabet(GOOG)$
TOPMU's run looks strong, but IV high — bull spreads safer bet.[得意]
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04-07
Global Market Outlook | Why $115 Oil Has Failed to Break the Bond Market
Issued: April 7, 2026 (Pre-Asia Open)Period Covered: March 30, 2026 → April 7, 2026 1. Core Macro Dislocation Breakdown The defining anomaly in the current market is as follows: WTI Crude has surged to 115.35, while the US 10-Year Treasury Yield has declined to 4.352%. Under a standard macro framework, this configuration should not coexist. The classical transmission mechanism is: Oil ↑ → Inflation Expectations ↑ → Long-End Yields ↑ → Equity Valuations ↓ Yet the market is currently exhibiting: Oil ↑ + Yields ↓ + S&P 500 rebounding to 6611.83 This constitutes a clear case of structural mispricing. This dislocation must be decomposed into three layers: (1) Short-Term Trigger: Supply Shock and Rate Divergence The rise in oil prices is driven by supply-side constraints: Shipping disruption
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04-04
$Tesla Motors(TSLA)$ quite the profit
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04-04
$AML3D LTD(AL3.AU)$ The 🐯 system appears to be iPad unfriendly lately. It has been challenging to type in. I did a post last week but you will notice there's no input, except sharing my winnings image. It was not intended but I could type anything, so had just simply released without commentary. It happens again but I have decided to abandon my last sharing in order to share the background of the images. I had flagged this 3D printing company a couple of times in the past. It was beaten down in the earlier part of the year, given no announcement from the company. I continue to believe in the management to deliver its promise. Given the changing defence landscapein both US and beyond, I believe now of all times, new defence leaders wou