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05-04
GameStop Deploys Its $9B Cash War Chest in Unsolicited $56B eBay Pursuit
The David and Goliath of E-Commerce: GameStop’s Quest for eBay $GameStop(GME)$ $eBay(EBAY)$ @TigerObserver @TigerPM @Daily_Discussion @MillionaireTiger @TigerStars 1. The Unthinkable Headline It started with a bombshell from the Wall Street Journal: GameStop is preparing an offer for eBay. At first glance, the math looks broken. GameStop, a company valued at $12 billion that most
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05-04
$Advanced Micro Devices(AMD)$
TOPDrewStrong: Looking forward to the AI accelerator numbers.
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05-04
Will Bears Have a Chance Next Week?
Back on March 28, I highlighted in this publication how likely was the market to bounce, the call was unpopular, but my role is to assess the price action with neutrality, when the market is exhausted I call it for both directions, and that was the case back then. I highlight technical conditions, not news, not noise, price action generally precedes them, and this time was no different like in the tariff war in 2025, the further inflation fears in 2022. My statements included: “Oversold conditions have been seriously reached”, “If the market does not set a relief bounce next week, it would be against the trend of the last 25 years including the dot com and the great financial crisis” My analysis is clear and specific: I use indicators to identify potential reversals, and I use modeled pric
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05-04
$AEM SGD(AWX.SI)$
TOPJP Morgan taking profit after the run-up.
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05-04
Strategy (MSTR) Priced In Move Post-Earnings - Bull Put Spread?
$Strategy(MSTR)$ is scheduled to report its fiscal Q1 2026 earnings on Tuesday, May 5, 2026, after the market close. Given our focus on options and earnings volatility, MSTR is a unique case because it trades less like a software company and more like a high-beta Bitcoin ETF. Below is a breakdown of the key metrics and potential short-term trading opportunities. Key Earnings Estimates (Q1 2026) Wall Street expectations are heavily skewed by the accounting of Bitcoin holdings, leading to significant variance in EPS estimates. MicroStrategy (MSTR) reported its fiscal Q4 2025 results on February 5, 2026. The report was a masterclass in the "new era" of the company, characterized by massive capital raises and the first full year of fair-value accounti
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05-04
Can AMD CEO Tone For Its Q1 Earnings Set A Rally If AMD Results Wins On Both CPU and GPU?
$Advanced Micro Devices(AMD)$ is scheduled to report its fiscal Q1 2026 results on Tuesday, May 5, 2026, after the market close. The stock has experienced significant momentum leading into this report, surging over 50% year-to-date and recently crossing the $350 mark. This "pre-earnings run-up" creates a high bar for the company to clear, as much of the optimism regarding its AI roadmap may already be priced in. I am holding AMD for long term and in this article, I am exploring how I might want to play Bull Put spread option to capture any opportunities that might be presented by AMD’s earnings. Q1 2026 Analyst Consensus Estimates Analysts are looking for robust year-over-year growth, driven primarily by the Data Center segment. Revenue: $9.84 bill
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05-03
💸Berkshire 2026 AGM: 10 Key Highlights, 5 Big Questions & What It Means for Investors
"When nobody picks up the phone, that's when you buy."On May 2, 2026 (local time), Berkshire Hathaway $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ held its 2026 Annual Shareholders' Meeting in Omaha — the hometown of the "Oracle of Omaha." This marked the first time in Warren Buffett's 60-year reign that he stepped back from the spotlight, with new CEO Greg Abel taking center stage for his first public "stress test."The 95-year-old Buffett sat in the front row, speaking occasionally and giving a sideline interview to CNBC. The meeting lasted roughly 4.5 hours — shorter than the usual 5-6 hour marathons of the past. Here are the 10 must-read highlights and investment insights compiled for Tige
TOPClear, concise, easy to understand article. Thanks
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05-02
$Apple(AAPL)$
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05-02
April Closed Strong. Most Of It Wasn't Me. Mathematical Money | May 2, 2026 April was the best month this account has had in a long time. Almost 30% on the month. Before anyone DMs asking what I bought — slow down. This is not a "look how clever I am" post. The opposite. I want to walk through this honestly, because if I let a headline percentage stand by itself, half of you will read it wrong and the other half will assume the entire thing came from some kind of genius call. Neither is true. Let me decompose it. Where The Money Actually Came From MARA stock recovery did the bulk of the work. On April 1 the stock was around $8.86. On April 30 it closed at $11.99. That's a 35% recovery in a single month on a position I was already holding. The vast majority of the month's gain — roughly 85%
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05-03
April’s surge is powerful, but a +10.4% monthly gain for the S&P 500 and +14.8% for the Nasdaq Composite also raises the odds of near-term consolidation. My view: Will the bull run continue in May? Likely yes, but choppier. Momentum, AI capex visibility, and resilient earnings remain supportive. However, after such a steep vertical move, markets often rotate rather than move straight up. Chase or wait? Prefer selective buying on pullbacks (3 to 7%), rather than chasing broad index highs. Risk/reward is less attractive after a euphoric run. Which sector catches up? 1. Financials, especially quality banks if rates stay elevated 2. Healthcare, lagging but defensive growth looks attractive 3. Industrials / power infrastructure, key beneficiaries of AI buildout (grid, cooling, electrical eq
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05-02
Why Does India Build Retirement for S$0.67/Month While You Lose S$180K?
Why Does India Build Retirement for S$0.67/Month While You Lose S$180K?The market calls it “long term investing”, but the math calls it a S$180,000 tax on self employed Singaporeans who are already missing S$244,000 of employer CPF. I am looking at a world where fifty five million informal workers in India buy baseline pensions for under S$1 a month while local retail products quietly skim two percent a year off every S$500 you try to save instead of filling that CPF hole. My stance is simple: percentage based retirement fees behave like shadow debt, and the state’s own 2028 low cost CPF architecture is the quiet admission.In this environment, capital protection is no longer about finding the highest headline yield, it is about refusing structural bleed so every extra percent of risk you t
TOPbut how much does an Indian pension pay out after retirement?
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05-02
🌟🌟🌟 To chase or not to chase? The FOMO vs the Dip Dilemma. April was simply unreal. The S&P500 didn't just break records. It simply sprinted up Everest without stopping for oxygen. The reality for me? I am choosing Sanity. While my heart wants to chase the thrill and my head wants to wait for the 5% discount that might never come, I have decided to stick to my "Boring Brilliance" strategy. I am staying the course with the heavy hitters : $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks 500 of the best & strongest US companies and $STI ETF(ES3.SI)$ - Singapore's creme de la creme blue chips companies. These 2 ETFs are not flashy. They don't post to the m
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05-02
The chart from Crescat shows analyst estimates for the next-4Q rolling FCF of AI hyperscalers (MSFT, AMZN, GOOGL, META, ORCL) rising for years but now plunging sharply into 2026—with Oracle flipping negative and combined FCF collapsing. Implication: Massive AI capex is projected to outrun revenue growth, squeezing cash flows hard. This divergence from the rising S&P 500 flags valuation risk and potential margin pressure in big tech despite the hype. Estimates can shift, but it's a clear "race to the bottom" warning on profitability. Source is from Crescent Capital. (The above from Grok.) $Apple(AAPL)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$
TOPThese FCF projections are concerning indeed.
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05-02
🌟🌟USD 725 billion spending spree: Who is actually getting rich while Big Tech spends: The Silicon Kings : $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ are the 3 winners. Every dollar Big Tech spends goes to these 3 companies. Nvidia is no longer just selling chips. It is selling AI factories. At March 2026 GTC, CEO Jensen Huang unveiled the Vera Rubin platform. This isn't just a GPU. It is a vertically integrated system of 7 new chips designed to act as a single supercomputer. Broadcom: It is the King of connectivity & custom silicon. As AI clusters scale to millions of chips, the bottleneck
TOPNVIDIA, TSMC, and Broadcom are the backbone of this AI boom.
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05-02
I see this as temporary only. Many individuals and companies are starting to see the potential of AI and many are jumping onto the bandwagon. While AI is promising, none has set done to carefully calculate the cost of it. AI is not free and could be more expensive than the exact manpower savings that it boost of. Who is studying the balance sheets? This supply constraint is driven in part by hype and fomo-mindset. When the dust settles, capex has to come down. Also, even with more use cases, there will also be more competition and this will further drive prices and capex down. We are seeing this with Nvidia already. It is impossible for any of these AI companies to charge at a premium forever. I do see the capex coming down within 2 to 3 years. All is good while the music lasts. These comp
TOPYou're right about competition pushing prices down eventually, but the cost structure is worth studying in detail.
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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
TOPHope 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