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04-30
$ALB.HK 20260429 115.00 PUT$ TP Liao. Didn't traded much in e HK market this month...[Cool]
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04-30
$Advanced Micro Devices(AMD)$
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04-30
$BlackBerry(BB)$ up and down. I give up.
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04-30
$OCBC Bank(O39.SI)$ Good to buy more or buy DBS
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04-30
$Alphabet(GOOGL)$
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04-30
$V Enters New Range After Earnings Shock, Resistance at $350 in Focus
$Visa(V)$ $Visa Inc. (V) Surged +8.26%: Q2 Blowout Earnings Ignites Rally, $340 Target in Sight 🚀 Latest Close Data 📊 Closed at $334.86 on 2026-04-30, a massive +8.26% gain. The stock is now $40.65 (-10.8%) below its 52-week high of $375.51. Core Market Drivers 💡 The primary catalyst was the stellar Q2 FY2026 earnings report. Visa reported revenue of $11.23B (+17% YoY) and adjusted EPS of $3.31, both significantly beating consensus estimates. The company also announced a new $20B share buyback program and raised its full-year EPS growth guidance to 11-14%, fueling strong bullish sentiment. Technical Analysis 📈 Volume: Explosive volume of 16.67M shares (Volume Ratio: 2.48) confirms institutional buying pressure. MACD: The DIF (2.38) has surged above t
918
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04-30
Big Tech Divorce: GOOG New High, Meta Slide! How Do Banks View Post-Earnings?
$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ rallied after-hours. $Microsoft(MSFT)$ dropped -2%, $Meta Platforms, Inc.(META)$ loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. $Alphabet(GOOG)$ blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share
TOPShyon: This quarter confirms to me that AI CapEx is real and accelerating. When Alphabet, Amazon, Microsoft, and Meta Platforms guide ~$725B in 2026 spending, I see strong upstream demand visibility — which reinforces my bullish view on $Seagate Technology PLC(STX)$ & $SanDisk Corp.(SNDK)$ as key AI data beneficiaries. For $Alphabet(GOOGL)$ , I see this as a durable, high-quality beat. Cloud growth at 63% shows real AI monetization, and strong cash flow despite higher CapEx removes margin concerns. I’m comfortable assigning a premium multiple here. On $Meta Platforms, Inc.(META)$ , I’m not exiting — the drop looks like sentiment-driven, not fundamental. I’d lean toward buying weakness. Meanwhile, I stay bullish on $Amazon.com(AMZN)$ , as AWS acceleration and margins confirm one of the strongest AI monetization stories right now. @TigerClub @TigerStars @Tiger_comments
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04-30
🎯 Warsh's Fed Nomination: How a Top Family Office Partner Is Reshaping Central Bank Governance Boun
Fed chair nominee Kevin Warsh secures Senate committee approvalOn April 29, 2026, the U.S. Senate Banking Committee advanced Kevin Warsh's nomination for Federal Reserve Chair to a full Senate vote along party lines. This former Fed Governor—with total assets between $131 million and $209 million and 15 years as a partner at Duquesne Family Office—stands one step away from leading the world's most important central bank. His financial disclosures have unexpectedly lifted the veil on how top-tier family offices operate.📌 Elite Family Offices Have Become the Core Hub for Financial Talent MobilityWarsh is no isolated case of a "retired official finding second employment"—he exemplifies the institutionalization trend of mature family offices.Core Logic: When a fund manager's personal wealth an
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04-30
SGX Daily Top Movers (30-4-2026): D05, Z74, C38U, O39, U11, A17U, AWX, ME8U, S63 & BN4 lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $Singtel(Z74.SI)$ $CapLand IntCom T(C38U.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $AEM SGD(AWX.SI)$ $Mapletree Ind Tr(ME8U.SI)$ $ST Engineering(S63.SI)$ $Keppel(BN4.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $AEM SGD(AWX.SI)$
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04-30
6% Yield Meets Global Growth: The New ComfortDelGro Investment Case
Most investors still view $ComfortDelGro(C52.SI)$ primarily as Singapore’s iconic taxi operator. Group CFO Christopher White explains why the Group’s successful international expansion, improving UK margins, disciplined capital allocation, and attractive dividend yield present a more compelling investment case than the current share price suggests. To most Singaporeans, ComfortDelGro remains best known for operating the island’s familiar blue-and-yellow taxis. While the Group does operate Singapore’s largest taxi fleet, this simplifies its global portfolio. Today, over 55% of the Group’s revenue comes from overseas operations. ComfortDelGro is a diversified multi-modal transport operator with a strong global footprint across 13 countries. It run
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04-30
🎁What the Tigers Say | The $600 Billion Reckoning: Is Big Tech’s AI Bet Finally Paying Off?
Hey Tigers! 🐯 Earlier today, the market witnessed a "moment of truth" as four of the world’s most powerful companies reported earnings—and the results were nothing short of a silicon explosion. From Amazon's massive profit beat to Google Cloud surging 63%, the narrative has shifted overnight. The multi-billion dollar question has evolved from 'is the ROI real?' to 'who is executing the fastest?' Following yesterday's massive earnings beats from $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ ambitious spend hike, we’re seeing a total revalidation of the AI thesis. To cut throu
TOPThank you Tiger for selecting my post to share so that more Tiger members could read about it and hopefully share via Repost....
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04-30
Focus on hedging my kweb etf Y9GW with SocGen 0 commission
📊 Hedging Your KWEB ETF Position Using DLCs: A Practical Guide Investing in Chinese technology stocks through the KraneShares CSI China Internet ETF (commonly known as KWEB) offers exposure to major players like Alibaba, Tencent, and Meituan. 🚀 However, with that opportunity comes significant volatility driven by regulatory risks, geopolitical tensions, and macroeconomic uncertainty. To manage this risk, investors can use Daily Leveraged Certificates (DLCs) — a flexible and efficient hedging tool. In this article, we’ll break down how DLCs work and outline practical rules for using them to hedge your KWEB position effectively. ⚖️ ⸻ 🔍 What Are DLCs? Daily Leveraged Certificates (DLCs) are structured products that provide leveraged daily returns on an underlying asset. For example: * 📉 A -3x
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04-29
From my perspective, the rate decision itself doesn’t matter — the pause is priced. What matters is whether Jerome Powell signals continuity or an exit. If he stays on as Governor, markets get stability; if he leaves entirely, that introduces uncertainty, which is far more disruptive than rates staying higher. That leadership clarity could matter more than any single data point in the near term. On Kevin Warsh, I think the market is too optimistic. He’s not meaningfully more dovish than Powell, so if cuts don’t materialize, equities could face a sharp repricing — especially with positioning already stretched. My bigger concern is the macro shift. With OpenAI missing expectations and yields rising, the market is moving from FOMO to FAFO. If growth and liquidity both weaken, the AI trade co
TOPNice Sharing 😁 @JC888 @DiAngel @Aqa @koolgal @Barcode @Shernice軒嬣 2000
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04-30
$Avis Budget(CAR)$ $Hertz Global Holdings, Inc.(HTZ)$ $Uber(UBER)$ 🚗📉🔥 $CAR Meltdown or Mispricing? Pentwater Exit Triggers Violent Unwind, But Is Capitulation Creating Opportunity? 🔥📉🚗 $CAR plunged after major holder Pentwater unloaded 4.3M shares, accelerating a brutal reversal after an extraordinary 390% April surge. What looked like momentum euphoria has rapidly become a positioning reset, with premarket levels near $800 unwinding into sharp mean reversion. I see more than post-earnings volatility here. I see a battle between forced de-risking and deep value repricing. 🔴 EPS: -$8.01 vs -$7.50 est 🟢 Revenue: $2.53B vs $2.44B est 📌 What the
TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Shyon @koolgal @Shernice軒嬣 2000
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04-30
The Moat in the Mirror
Stretch Marks on a Premium Empire For years, $Lululemon Athletica(LULU)$ was treated like the Hermès of yoga pants. The brand did not simply sell leggings; it sold aspiration, discipline, wellness, and the subtle social signal that you probably own a standing desk and drink something involving oat milk before sunrise. Investors adored the formula because it looked nearly bulletproof: premium pricing, cult-like loyalty, industry-leading margins, and a customer base wealthy enough to shrug off inflation with the emotional resilience of a Labrador wearing AirPods. Now the market is asking a far more uncomfortable question: what happens when aspiration becomes ordinary? When aspiration scales, exclusivity quietly begins to fracture That, to me, is the
TOPYeah, cultural relevance is the real moat. Hard to measure.
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04-30
Big Tech Earnings Showdown: MSFT, GOOG, AMZN, META Who’s the Real Winner Right Now?
I just finished digging through the latest quarterly earnings from the Magnificent Four. Microsoft, Alphabet, Amazon, and Meta. I came away with a pretty clear hierarchy in my mind. While all four crushed expectations again, not all earnings are created equal, and not all of these stocks deserve the same allocation in your portfolio today.Here’s my take as someone who’s been following these names closely for years. Earnings Quality: The Foundation That Matters MostIf there’s one thing that separates great long-term compounders from the rest, it’s earnings quality. In my view, Microsoft stands head and shoulders above the pack.MSFT’s business is the cleanest: high-margin, recurring software and cloud revenue that prints cash with impressive consistency. Azure continues to show r
TOPSolid breakdown, hard to disagree with MSFT as the gold standard for earnings quality, but I’m curious if you think AWS’s latest margin jump gives Amazon enough 'rebound torque' to eventually steal that #1 spot?
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04-30
My stock in focus today is $Alphabet(GOOGL)$ , after a standout earnings report that clearly beat expectations. Revenue grew 22% year-on-year, and the stock jumped 6.5% after hours—showing the market is starting to recognize its strength as a major AI beneficiary. The biggest highlight was Google Cloud, which surged 63% with operating income tripling. This signals a key shift: AI is not just driving growth, but also profitability. Management emphasized that enterprise AI is now the main growth engine, further supported by moves like selling its TPU chips directly. Overall, this reinforces Alphabet’s full-stack AI strategy—from infrastructure to applications. With strong demand, rising adoption of Gemini, and sustained investment capacity, the c
TOPNice Sharing 😁 @DiAngel @JC888 @koolgal @Shernice軒嬣 2000 @Aqa @Barcode
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$Frencken(E28.SI)$
TOPInteresting growth strategy! The AI focus and expansion sound promising.