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05-02
Caught good catch and ready for good harvesting. Thank you @koolgal for invitation 😘 thank you @Tiger_comments for the event. @TigerClub @TigerStars @CaptainTiger @MillionaireTiger Join in the fun @Terra_Incognita @Emotional Investor @GoodLife99
TOPvippy: Hope it keeps going well!
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05-02
Berkshire Hathaway: A Solid Start Under Greg Abel. Writing it in a style that analyse from Buffet POV
Berkshire Hathaway’s Q1 results reveal a company that is fundamentally a victim of its own success. While an 18% surge in operating earnings ($11.35 billion) confirms the robust health of its underlying subsidiaries—particularly the insurance engine—the ballooning cash pile and stagnant buyback activity raise significant questions about future "alpha" generation. 1. The $397 Billion "Opportunity Cost" The most polarizing figure in the report is the $397 billion in cash and equivalents. The Bull Case: This is the ultimate "black swan" insurance policy. In an overextended market, Berkshire is the only entity with the liquidity to swallow a massive, distressed "elephant" at a discount. The Bear Case: At nearly $400 billion, this is no longer just "dry powder"; it is a drag on Return on Equity
TOPAbel and Buffet believe in the saying What goes up must come down. Patience is the name of the game
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05-02
From my perspective, this rally is more than just earnings — it confirms AI demand is still strong and supply-constrained. $Alphabet(GOOGL)$ Cloud surge and solid results from $Amazon.com(AMZN)$ and $Apple(AAPL)$ show hyperscalers aren’t slowing, just reallocating capital more efficiently. On capex, I don’t see a bubble — I see barriers forming. Despite concerns around $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ , the key takeaway is unchanged: demand exceeds supply, and constraints are real, not cyclical excess. To me, this looks like early-stage infrastructure
TOPAgree. Demand stays strong despite the noise.
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05-03
i start with AI, cloud growth exploded. Q1 2026 year-on-year revenue growth nearly doubled to 63%. Gemini Enterprise—the stickier corporate customers—grew 40% quarter-on-quarter. That’s more than 200% annualized. Another proof point of surging AI demand: token usage grew 60% QoQ, or 555% annualized. As for Amazon and Microsoft, both saw strong cloud growth too—albeit slower than Google Cloud’s rate, though off a larger revenue base. AWS and Azure reported 28% and 40% year-on-year growth respectively And the AI CAPEX isn’t slowing down—it’s accelerating. The initial $600 billion industry projection has now been revised upward to $700 billion by 2027. AI remains firmly in the spotlight—and even as estimates and expectations have risen, many AI-related stocks managed to surpass them. Th
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05-03
SanDisk (SNDK) tops the S&P 500 for the highest return in 2026 YTD. The stock was already the best performer in 2025, and it has continued this year. We’re only four months in, and it’s already more than tripled. SanDisk was a spinoff from Western Digital just last year. It was loss-making initially, but Q3 FY2026 saw net profits soar to $3.6 billion. Revenue was up 251% year-on-year. From zero to hero, quite literally. Western Digital reported 45% revenue growth year-on-year. But what’s more impressive is that its gross margin expanded 10 percentage points—from 40.1% in Q3 FY2025 to 50.5% in Q3 FY2026. That’s a sign WDC is raising prices as it sells more storage. Supply shortages are driving up prices, and these companies are the direct beneficiaries. Finally with AI, cloud growth exp
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05-03
$Sembcorp Ind(U96.SI)$ Sembcorp Ind - Chart wise, looks like the simple moving average indicator has started to turning down, doesnt look good! She may go down to test 6.32. If unable to hold , she may go further downward to test 6.00 and below. XD 6th May 16 cents dividend. Do take note! Pls dyodd.
TOPUgh, looks like I'll have to wait longer before buying again.
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05-03
$UIBREIT(UIBU.SI)$ UIBREIT - She is slowly recovering since IPO. Now trading at 84.5 cents, UOB KH upgrade to Buy with TP 1.16. IPO was 88 cents. Still need a few more cents to breakeven. Jia You! Projecting yield is about 8.2%. Likely see some buying interest. I think the assets are mostly located in Singapore, quite resilient plus no currency exchange issue. The other assets are located in Japan, need to monitor. Don't know when can payout first dividend. Yearly dividend is about 6.5-6.8 cents. Pls dyodd.
TOPthis stock like diving down [OMG] [OMG] [OMG] is it a good time to consider to purchase [Thinking] [Thinking] [Thinking]
637
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05-02
My take: bull trend intact, but May may turn choppier. The bullish case remains strong: AI capex is real, hyperscaler spending is accelerating, and earnings from GOOG, AMZN and MSFT continue to validate infrastructure demand. That supports semis, memory and data centre supply chains. But narrow breadth is a warning sign. If leadership gets crowded, even strong markets can see a healthy 5 to 10% reset. Would I chase? Not aggressively at highs. I would scale in on dips rather than FOMO buy breakouts. Catch-up sectors: 1. MU / storage 2. VRT / power-cooling infra 3. Industrials tied to grid upgrades 4. Select software names that monetise AI, not just spend on it My base case: higher by year-end, bumpier in May.
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05-03
Breadth narrowing is a warning sign, but not an immediate sell signal. With ~$725B in committed AI capex, strong hyperscaler earnings, and supply bottlenecks in memory, power and cooling, the structural bull case remains intact. My take: bull run likely continues into May, but leadership broadens and volatility rises. I would not chase index highs here. Prefer buying pullbacks or rotating into laggards. Catch-up sectors: • Utilities / power infrastructure, the hidden AI backbone • Industrials, cooling, electrical equipment, grid upgrades • Healthcare, defensive growth at better valuations • Financials, if rates stay higher for longer • Selective small caps, if breadth expands again Mega-cap AI still leads, but second-order beneficiaries may offer better risk/reward now. The next leg up ma
TOPAgree, broadening leadership is a good sign for a healthier rally.
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05-03
Advanced Micro Devices is approaching a pivotal print. Bull case: • MI300X / MI350 revenue guidance could confirm AMD is becoming a genuine second source for AI compute, not merely a niche alternative to NVIDIA. • If management signals sustained hyperscaler adoption, the market may start valuing AMD more like an AI infrastructure compounder than a cyclical chipmaker. • Commercial traction, including ecosystem monetisation, strengthens the narrative that AMD’s AI stack is broadening. Risk case: • Expectations are elevated. A beat may already be priced in. • Hyperscaler in-house silicon caps long-term upside multiple expansion. • Gross margin guidance matters. Strong revenue with weaker profitability could trigger a classic sell-the-news move. My view: Near term, sell-the-news risk is real,
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05-03
Twilio’s blowout quarter is a reminder that AI winners are not only chipmakers. Application-layer and workflow-layer beneficiaries are beginning to re-rate. For Palantir Technologies, next Monday is important. What matters most: • AIP conversion rate, pilots turning into scaled contracts • Commercial customer growth, not just government wins • Average contract size, proof AI spend is expanding wallet share • Operating margin, showing AI growth is profitable growth Bull case: If Palantir shows AIP is becoming embedded enterprise infrastructure, markets may start viewing PLTR as an AI operating system / agent platform, closer in narrative to enterprise software leaders rather than a defence analytics name. That could spark a sharp rerating. Risk: Valuation remains rich. Good numbers may stil
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05-03
My take on post-earnings rally odds: 1) Amazon.com, best setup. AWS has the clearest path from AI capex to revenue. If AWS growth prints >30% and backlog conversion accelerates, upside remains. UBS’s +38% FY26 is bold, but plausible if enterprise AI demand inflects sharply. 2) Microsoft, highest upside and risk. If Azure slows by 4pp, the bear case bites fast. Capex is huge, so revenue acceleration must visibly follow. 3) Alphabet, strong fundamentals, but expectations are stretched. Anything short of near-perfect execution risks downside. 4) Apple, steady but least catalyst-rich. Expect Services, China recovery, and measured AI messaging under John Ternus, rather than a major hardware surprise. Most likely rally: Amazon. Most fragile: Google. Biggest swing factor: Azure growth.
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05-03
The new Intel meme
Some of you may have followed Intel’s latest reported earnings for Q1 2026, released on April 22, 2026, with revenue of $13.6 billion, up 7% year over year. Intel reported GAAP EPS of -0.73 and non-GAAP EPS of $0.29 for the quarter. Intel said Q1 2026 gross margin was 39.4% on a GAAP and 41.0% on a non-GAAP basis. The company’s results were broadly viewed as a beat versus analyst expectations, with some coverage noting the strongest growth came from the data center business. However those that dug deeper would find a few red flags: The biggest ones are weak GAAP profitability, large foundry losses, heavy capital demands, and execution risk around future process nodes and AI supply. The 14A roadmap and the large capital investment is another major risk. What this means in effect
TOPInteresting take on Intel, but meme hype feels risky.
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05-03
Alphabet is currently the "Mag 7" darling following a massive Q1 2026 beat. Revenue hit $109.9B (up 22%), fueled by a 63% explosion in Google Cloud revenue. With search queries at record highs and a new dividend hike, Google has effectively silenced "AI disruption" fears, proving its vertically integrated AI stack is already driving meaningful operating leverage. Meta, conversely, is currently "lagging" in sentiment. Despite a solid revenue beat, shares slid nearly 10% after the company hiked its 2026 capex guidance to a staggering $125B–$145B. While Alphabet is showing immediate cloud payoffs, investors are wary of Meta’s ballooning spend without a clear, non-ad AI revenue stream.
550
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05-02
Meridian Holdings Q1 2026: Back to GAAP Profitability!
$Meridian Holdings, Inc.(MRDH)$ just released a great Q1 earnings report, reaching GAAP net income profitability of $2.3M, the first real profit quarter since the merger. The market liked the results, with the stock ending the day up 3.7% and 29% in the past week. Rebranding to Meridian is completed. Best revenue growth in 4 quarters. Strong ADJ EBITDA growth of 26%. Net leverage ratio down to 0.53x. After a complex merger and a major rebranding effort, the company has proven that its diverse business model can generate cash while expanding into some of the most valuable gaming markets in the world. This report provides a detailed look at the results of Q1 2026, exploring the performance of individual business segments and the broader strategic m
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05-02
Sofi Q1 2026: Stellar Results vs Mad Market!
The reaction to $SoFi Technologies Inc.(SOFI)$ ’s earnings is the biggest disconnect between what the reality is and how the market reacted I have ever seen in my investing career. 43% Revenue Growth 62% ADJ EBITDA Growth 100% EPS Growth Yet the stock was down 16%! This is especially insane, considering the stock was already down 30% YTD and traded at a FWD P/E of 28 before the earnings. Find me another stock that is delivering such rapid top and bottom-line growth at such a valuation, with such a strong TAM and incredible innovation in the last 3 years. So why would the market react in such a way to these earnings? There are some culprits we can blame. 1. Tech Platform segment is performing so badly that Sofi decided to rebrand it. 2. Decelerati
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05-02
Momentum Surge: 15 Leading Groups Hit New Highs with 100% RS
15 Leading Groups with 100% 1-Month RS, All Hitting New 52-Week Highs in Yesterday’s Session $Global X Lithium & Battery Tech ETF(LIT)$ – Lithium & Batteries $ANORTECH INC(HUDRF)$ – Hydrogen & Fuel Cells $Global X Autonomous & Electric Vehicles ETF(DRIV)$ – EVs & Autonomous Vehicles $iShares Global Clean Energy ETF(ICLN)$ – Clean Energy $SPDR S&P Semiconductor ETF(XSD)$ – Semiconductors (Equal Weight) $Global X Artificial Intelligence & Technology ETF(AIQ)$ – AI Software & Data Processing
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05-02
MAG 7
We are seeing a historic earnings boom. The current year-over-year blended earnings growth rate for the S&P 500 is a whopping +27.1%, more than DOUBLE the +13.1% expected. With ~63% of S&P 500 companies reporting Q1 earnings thus far, we are on track for the highest earnings growth rate since Q4 2021. Meanwhile, Magnificent 7 companies alone are now guiding over $700 BILLION in CapEx spend for 2026 alone. There has never been a more historic time to own assets than now. Asset owners are winning.
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05-02
META
Meta lost $4 billion on Reality Labs last quarter. Nobody noticed. Total metaverse losses since 2021? $83.5 billion. Everyone mocked Zuck for it. Fair. Now look at the AI number. Meta is spending $125-$145 billion on AI. Just this year. More than they lost on the metaverse in five. The CFO said it on the call: 'We have continued to underestimate our compute needs.' The stock dropped 5%. Net income was up 61%. Read that again. Up 61%. Stock down 5%. That's the market saying $145 billion isn't enough. The CFO just admitted it's the floor. Not the ceiling.
TOPSo the metaverse loss was just the warm-up act?
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05-02
🚀 $QCOM Just Crashed the Data Center Party: 15% Surge or $10B Gamble? ⚡
The Pulse $Qualcomm(QCOM)$ $QCOM just pulled off what $NVDA bulls didn't see coming: a 15.1% moonshot to $179.58 after dropping the hyperscaler bomb on Thursday's earnings call. The mobile chip titan secured a custom AI data center chip order from an unnamed cloud giant (December shipments incoming), formally declaring war on Jensen Huang's server monopoly. But here's the tension—Q3 guidance missed hard (down 13-18% vs. consensus), and this stock has already ripped 45% off April lows. Is this the birth of a genuine $10B revenue stream, or did Wall Street just overpay for a single mystery deal? 📊 Key News Revenue Reality Check: Q2 came in at $10.6B (down from $11.0B YoY), with Q3 guidance of $9.2-10.0B missing the $10.23B consensus by up to 18%. EP