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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.
TOPmoonbop: Ugh, 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]
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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.
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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
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05-03
(Full Article) Preview of the week (04May2026)
Economic Preview: Key Data Releases (week of 04May2026) International Market Closures China will be closed on Monday and Tuesday as the country observes Labor Day celebrations. This holiday may impact trading volumes and activity in Asian markets during these days. Key U.S. Economic Indicators The S&P Global Services PMI for April is projected to be 51.3, indicating an expansionary trend in the global services sector. New home sales data for March will be released, offering valuable insight into the current health of the real estate market. Several labour market indicators are scheduled for release in the coming week. JOLTS job openings for March will be published, with the previous figure at 6.882 million. This data will serve as an important reference for the Federal Reserve when con
TOPWeekend reading. Keeping an eye on MSFT after its earnings.
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05-03
📉 The “Ghost” of the Bull Market: A Lunch Confession
Had lunch with a friend yesterday. On IG, he looks like he’s made it—no 9-to-6, posting late-night US market wins, living that “financial freedom” life. I thought he cracked the code. He didn’t. He’s actually scared. He just turned 28 and said something that stuck with me: “I’m winning in the market, but losing in life.” 🚀 The Windfall That Changed Everything Three years ago, he was a fresh grad at a local bank. Started dabbling in Nvidia, IONQ, and Coherent, mixing in options and crypto. Within two years, he pulled off a high six-figure run. That kind of money, that fast, rewires your brain. One green candle out-earned his entire monthly salary. Naturally, he thought: “Why grind for peanuts?” So he quit. Went full-time. Selling covered calls for “passive income.” 🍱 The “GrabFood & Gam
TOPHaha yes same here . Topped mum cpf 550,000 Like only spend interest But dunno what to do with the time 🕰️ Except to accompany mum and gf
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05-03
(Part 1 of 5) Economic Calendar (03May2026)
Economic Preview: Key Data Releases (week of 04May2026) International Market Closures China will be closed on Monday and Tuesday as the country observes Labor Day celebrations. This holiday may impact trading volumes and activity in Asian markets during these days. Key U.S. Economic Indicators The S&P Global Services PMI for April is projected to be 51.3, indicating an expansionary trend in the global services sector. New home sales data for March will be released, offering valuable insight into the current health of the real estate market. Several labour market indicators are scheduled for release in the coming week. JOLTS job openings for March will be published, with the previous figure at 6.882 million. This data will serve as an important reference for the
TOPInteresting data, thanks for sharing.
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05-03
(Part 2 of 5) Earnings Calendar - is KKR worth a look? (04May2026)
Earnings Calendar (04May2026) In the coming week the most anticipated earnings releases include that of Palantir, Tyson, Berkshire Hathaway, AMD, PayPal, Walt Disney, KKR, and McDonald’s. Who is KKR? KKR & Co. Inc. is a leading global investment firm founded in 1976 that pioneered the private equity industry. As of early 2026, it manages approximately $744 billion in assets, operating across private equity, credit, infrastructure, real estate, and capital markets. Known for its hands-on “one-firm” approach, KKR aims for operational excellence in its portfolio companies, holding investments for 5–7 years. The firm has evolved into a diversified alternative asset manager, including a major insurance business through Global Atlantic. Led by co-CEOs Joe Bae and Scott Nuttall, KKR operates
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05-03
(Part 3 of 5) S&P500 outlook (06May2026)
Market Outlook of S&P500 (04May2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is trending up. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.46, indicating there is more buying momentum than selling pressure in the market. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The exponential moving average (EMA) lines are s