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Travis Hoium
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05-05

A Lesson in Energy

There’s a reason investing in energy is (usually) boring. The energy industry is usually a relatively slow-moving industry with periodic spikes and crashes in commodity prices, leading to bankruptcies when someone takes a few too many risks. It’s possible to make money in energy, but it’s usually a slow and steady wins the race kind of business. The current environment is telling us “this time is different” as AI changes energy needs around the world. But is it? Euphoria in energy often ends in disaster. I’m seeing a lot of new energy experts these days. Investors who a few months ago were experts on chips are now lecturing about the economics of gas turbines and fuel cells. They cite backlogs measured in years and a new bottleneck to AI’s explosive growth. We’ve seen this before. I’ve see
A Lesson in Energy
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jfsrevg
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05-05

BTC Breaks $80K: Bear Flag Invalidated, Bull Case Strengthens

BTCUSD (Update) 3-Month High, It was not a Bear Flag. Previously highlighted the contrast between the late-2025 “bear flag” and the early Q1 2026 base forming off the $60,000 floor, with notably bullish divergence in relative strength in the latter. Spot has now reclaimed $80,000 for the first time since January 31, 2026. This is a position I have been building via ETF since early March. $BTCUSD is only 3.8 x ATR% from 50-MA and less than 2 x ATR from its declining 200-MA. 200-MA can be recaptured as early as this week on its current price volatility. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!
BTC Breaks $80K: Bear Flag Invalidated, Bull Case Strengthens
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3.29K
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LMS SGX
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05-04

LMS Compliance: The Path to S$100M Market Cap

$LMS Compliance(LMS.SI)$ For investors seeking promising opportunities in equities, RHT Capital's recent research on #LMS Compliance (SGX: LMS) highlights a compelling case. As an asset protection provider with a potential market cap of S$100 million, LMS is attracting analyst attention, with projections indicating earnings could triple within two years. Acknowledging this growth potential, RHT Capital has issued a "#BUY" recommendation and set an intrinsic target price of #S$0.68. This suggests an impressive +84% upside, making LMS an attractive investment for those aiming to capitalise on its anticipated expansion. https://rhtcapital.com.sg/.../Initiate_LMS_4May26_main_1.pdf #LMS #MYCO2 #RHT #BUY #S$0.68
LMS Compliance: The Path to S$100M Market Cap
TOPSandyboy: Are they advertising themselves?
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2.94K
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LMS SGX
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05-04

LMS Compliance offers a lucrative asset-protection opportunity with an 84% immediate upside.

$LMS Compliance(LMS.SI)$ RHT Capital's recent research on LMS Compliance (SGX: LMS) highlights a compelling case. According to RHT Capital research, LMS offers a lucrative asset-protection opportunity with an 84% immediate upside. RHT Capital initiates coverage with a 'Buy' recommendation and a target price of Singapore Dollar $0.68, based on the potential for triple earnings over two years
LMS Compliance offers a lucrative asset-protection opportunity with an 84% immediate upside.
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2.54K
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The Investing Iguana
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05-04

SGX Daily Pulse: 15.1% DPU Rise Hides Lawsuit Risk | 🦖EP1590

SGX Daily Pulse: 15.1% DPU Rise Hides Lawsuit Risk | 🦖EP1590 The market is cheering SGX’s Nasdaq bridge and Nio’s 71% YTD delivery growth while the math is quietly flagging a lawsuit over “hundreds of millions”, a 9.8% fall in MLT’s DPU, and a balance sheet that relies on debt rather than cash flow to keep the story going. SGX’s Baltic Exchange exposure, Nio’s negative interest coverage, and MLT’s higher gearing all sit on my desk against the same 3.2% Forensic Floor and 4.7% yield hurdle, and my stance is simple: narrative does not override a broken income equation. If the six month T-bill is paying 1.47% and my Forensic Floor sits at 3.2%, every extra unit of risk has to earn its keep in hard cash, not just “growth stories” or dual listing headlines. In this environment, I am less intere
SGX Daily Pulse: 15.1% DPU Rise Hides Lawsuit Risk | 🦖EP1590
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25.77K
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SG Visual Research
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05-04

One Chart to Understand: Why Sustainability Reporting Matters More in the AI and Energy Era

AI is no longer just a software story. It is also a story about data centers, electricity, water and infrastructure. That is why sustainability reporting matters more now. It is becoming a way to explain how a company uses resources, manages risk and sustains growth. Tesla offers a simple example. Sustainability-related rules can directly affect revenue and profit structure. Take a look at the chart first. In the next post, we will look at how one company’s sustainability report may be moving from disclosure language toward business language.
One Chart to Understand: Why Sustainability Reporting Matters More in the AI and Energy Era
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Dividend_Earnings_Tracker
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05-04

🎁Weekly EPS Growth & Dividend Leaders: AMD, PLTR, HSBC, ANET & More

😀Hi Tigers, As the Q1 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between May 4 and May 8. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: AMD, PLTR, HSBC, ANET, MCD & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investo
🎁Weekly EPS Growth & Dividend Leaders: AMD, PLTR, HSBC, ANET & More
TOPTigerAI: Insights on EPS Growth and Dividend Leaders: AMD, PLTR, HSBC, ANET, MCD Conclusion As the Q1 earnings season progresses, several key stocks, including AMD, PLTR, HSBC, ANET, and MCD, are spotlighted for their earnings performance and potential investor interest due to their EPS growth estimations and dividend actions. Supporting Points Earnings Per Share (EPS) Performance: AMD: Forecasted EPS for Q1 2026 is $1.29, a strong indicator of profitability compared to the prior year's metrics. Current analyst ratings suggest a mean price target of $304.85, reflecting confidence in substantial market performance [citation:1]. Palantir Technologies (PLTR): The projected EPS stands at $0.28 with expectations of $1.54 billion in gross income. Although earnings results for this quarter are yet to be reported, it shows a positive trend from the previous year's earnings of $0.09 per share [citation:2]. HSBC Holdings: The bank's latest projected EPS of $0.39 reflects solid growth compared to last year's performance. Analysts continue to view HSBC favorably, setting a stable price trajectory moving forward [citation:1]. McDonald's (MCD): With an EPS forecast of $2.74 for Q1 2026, up from $2.61 in the previous year, MCD remains a staple in the fast-food sector demonstrating robust earnings resilience [citation:2]. Arista Networks (ANET): Projected Q1 EPS of $0.81 mirrors a solid foundation for continued investor interest, following last year's performance metrics [citation:2]. Dividend Performance: Among these stocks, HSBC typically has a strong dividend profile, contributing positively to shareholder returns. Though specific upcoming dividend information was not detailed, the focus on ex-dividend dates emphasizes the importance of securing dividends through timely investments. Market Sentiment: Market Activity: Options trading data reveal significant activity around these stocks, with AMD exhibiting a high call/put ratio of 2.14, indicating strong bullish sentiment among investors. Conversely, PLTR shows heightened put activity, suggesting cautious market outlooks [citation:1][citation:2]. Implied Volatility: The implied volatility levels for these stocks suggest varying degrees of market expectation regarding future price movements, with AMD showing the highest at 70.93%, reflective of investor anticipation around its earnings results. Analyst Consensus: Analysts remain bullish on these stocks, reflecting strong fundamental performance. For instance, Morgan Stanley increased the price target for ANET to $180 from $165, underscoring positive sentiment in this tech segment [citation:1]. Conclusion Overall, stocks like AMD, PLTR, HSBC, ANET, and MCD exhibit promising growth prospects in EPS alongside appealing dividend profiles. Investors are encouraged to consider these factors in evaluating potential investments, especially as earnings reports approach. Remaining aware of market conditions and analyst sentiments will enhance strategic decision-making. Disclaimer: TigerAI is provided solely as a tool to assist with investment research. Any content generated is for informational purposes only and does not take into account your personal objectives, financial situation, or needs. It does not constitute any investment advice, offer, solicitation, or recommendation regarding any financial products or strategies. We do not guarantee the accuracy or completeness of the content and past performance is not indicative of future results. You should not make any investment decisions based solely on the output. Always conduct your own research and consult a licensed financial advisor where appropriate.
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1.93K
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SGX_Stars
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05-04

Weekly | $HLH, $QAF, $PSC: Earnings Stability Drives Insider Accumulation

A wave of insider buying across Singapore-listed names—from property and consumer staples to industrial platforms—signals improving confidence following FY25 earnings. At the same time, capital raises and strategic repositioning highlight a broader shift toward balance sheet strengthening and long-term growth execution. 1. $Hong Lai Huat(CTO.SI)$ Hong Lai Huat Executive Deputy Chairman and Group CEO Ong Bee Huat on 28 April acquired 244,400 shares at an average price of S$0.097 per share. The transaction increased his total interest in the company to approximately 47.34% of issued share capital, including deemed interests. Dato’ Dr Ong is the founder of the Group and is responsible for its overall strategic direction, planning and business devel
Weekly | $HLH, $QAF, $PSC: Earnings Stability Drives Insider Accumulation
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2.37K
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SGX_Stars
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05-04
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1.14K
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Kinjal
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05-04

Is Photonic Gamer Changer in AI Datacentre ?

The world of computing is standing at the edge of a major transformation—and light is leading the way. Photonic technology, which uses photons instead of electrons to process and transmit information, is rapidly emerging as a breakthrough that could redefine how we build computers, data centers, and communication systems. For decades, electronic computing has been the backbone of innovation. From smartphones to supercomputers, everything relies on the movement of electrons through circuits. But as we push toward faster speeds, lower energy consumption, and more powerful AI systems, traditional electronics are starting to hit physical and thermal limits.  This is where photonics steps in. What Is Photonic Technology? At its core, photonic computing replaces electrical signals with lig
Is Photonic Gamer Changer in AI Datacentre ?
TOPpredator007: Interesting stuff. Will photonics be the next big push in AI hardware?
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The Investing Iguana
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05-04

Is 37.8% of Mapletree Logistics Trust’s DPU Your Own Money Back?

Is 37.8% of Mapletree Logistics Trust’s DPU Your Own Money Back?The market sees a 6.06% yield, but my forensic read sees 37.8% of that coming from your own capital and a balance sheet straining under 40.6% gearing and 2.9x interest coverage. When a “stable” logistics landlord needs divestment gains and capital returns to keep DPU optics alive while China rents are still negative, that is not income, that is slow principal amputation. My stance is simple: I will not treat return of capital dressed up as yield as acceptable income quality inside any retirement portfolio guided by Iggy’s Forensic Compliance Standards.Here is the real tension for SGX income investors right now: the 6‑month T‑bill is handing you 1.47% risk free, while my Forensic Floor sits at 3.2% and the minimum yield hurdle
Is 37.8% of Mapletree Logistics Trust’s DPU Your Own Money Back?
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2.33K
Selection
TBI
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05-04

[48] EL, LEN, ULTA

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
[48] EL, LEN, ULTA
TOPsnoozii: ULTA looks tricky...not sure if it'll hold support.
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2.14K
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koolgal
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05-04
$Robinhood(HOOD)$ : The High Stakes of Growth & Why Robinhood Plunged 13%. 🌟🌟🌟 The democratisation of finance faced a sobering reality check this week.  Robinhood shares plunged 13.24% following its Q1 2026 Earnings.  This is a sharp reaction that highlights the growing pains of a company trying to evolve from a meme stock casino into a global financial pillar. Why The Plunge? The primary catalyst for the selloff was a 47% collapse in crypto trading revenue, which fell to USD 134 million. The Narrative Tension:  While CEO Vlad Tenev urged investors to look past the price of Bitcoin, the market still punishes the stock whenever digital assets cool. Revenue Miss :  Total revenue of USD 1.07 bill
$Robinhood(HOOD)$ : The High Stakes of Growth & Why Robinhood Plunged 13%. 🌟🌟🌟 The democratisation of finance faced a sobering reality check this w...
TOP1PC: Nice Sharing 😁 @DiAngel @Shernice軒嬣 2000 @Shyon @JC888 @Barcode @Aqa
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2.30K
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Bunifa Latif
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05-04
$S&P 500(.SPX)$   Data suggests you should not blindly "sell in May." Despite the S&P 500 reaching new highs as of May 1, 2026, historical analysis shows the May-October period is weaker but still often positive, with significant underperformance concentrated in late summer, not early May. Staying invested frequently outperforms this strategy.Key Considerations for "Sell in May":Weakened Strategy: While May to October is historically the weakest six-month period (averagi@TigerStars @Daily_Discussion @TigerEvents
$S&P 500(.SPX)$ Data suggests you should not blindly "sell in May." Despite the S&P 500 reaching new highs as of May 1, 2026, historical analysis s...
TOPGabrielleSusan: Agree with the data - staying invested usually wins.
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koolgal
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05-04
🌟🌟I predict $OCBC Bank(O39.SI)$ will close at SGD 23.00 and $UOB(U11.SI)$ will close at SGD 38.00. DBS has set a high bar and while OCBC and UOB are trying their best, they have some catch up to do to beat DBS's SGD907 million in wealth management fees. OCBC has a secret weapon in $Great Eastern(G07.SI)$.  Analysts expect OCBC to show strong wealth fee momentum because of this insurance powerhouse. UOB is the most undervalued among the 3 banks.  While it may not hit DBS's record, UOB is expected to see norma
🌟🌟I predict $OCBC Bank(O39.SI)$ will close at SGD 23.00 and $UOB(U11.SI)$ will close at SGD 38.00. DBS has set a high bar and while OCBC and UOB ar...
TOPInvestordude1301: Very certain about UOB recovering S$38+ after results! Most undervalued bank among the 3 banks right now
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1.45K
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Xaddy_Analyst
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05-04

🚀 $S&P 500(.SPX)$ Crushes +10.4% in April — "Sell in May" or Ride the Wave? 📈

🔥 The Pulse $S&P 500(.SPX)$ April just delivered the $S&P 500(.SPX)$'s best monthly performance since the COVID rebound euphoria of November 2020, closing at 7,209.01 with a blistering +10.4% gain. This wasn't just momentum — it was a capital rotation masterclass. A softer USD, Fed easing expectations baked in, and selective megacap earnings beats created the perfect storm. But here's the twist: while $GOOGL and $CAT soared +10% on blowout results, $META crashed -8.6% and $MSFT slipped -3.9% in the final session. The bull is alive, but it's picking favorites. The question: Do we chase into May, or does the old adage "Sell in May and go away" finally apply? 📊 Key News: The Numbers That Moved Markets $Ca
🚀 $S&P 500(.SPX)$ Crushes +10.4% in April — "Sell in May" or Ride the Wave? 📈
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WeChats
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05-04
S&P 500 Just Logged Its Best Month Since 2020 — Is "Sell in May" a Trap or a Promise? April just wrapped up with a historic, face-ripping rally that caught the bears completely off guard. The S&P 500 closed at all-time highs, surging a massive 10.4% for the month, while the Nasdaq ripped an eye-watering 14.8% — printing the strongest single-month return we’ve seen since the post-COVID euphoria of 2020. Now, as we step into a new month, the oldest adage in Wall Street history is staring us right in the face: "Sell in May and go away." But with momentum running this hot and historical data painting a very different picture, stepping in front of this freight train might be the most dangerous trade you can make right now. 1️⃣ The Anatomy of the April Face-Ripper Let’s get one thing str
S&P 500 Just Logged Its Best Month Since 2020 — Is "Sell in May" a Trap or a Promise? April just wrapped up with a historic, face-ripping rally tha...
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WeChats
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05-04
$Advanced Micro Devices(AMD)$   Earnings Showdown: Will the MI300X Crush Expectations or Trigger a 'Sell the News' Flush? AMD reports next Tuesday, and the entire semiconductor sector is holding its breath. The spotlight is squarely on Data Center GPU revenue—specifically the adoption rate of the MI300X and the upcoming MI350—as analysts trip over themselves to raise price targets citing massive AI demand. But with the stock hovering near recent highs and expectations practically in the stratosphere, the margin for error is absolute zero. Is AMD about to solidify its spot as the definitive co-pilot to Nvidia, or are we staring down the barrel of a brutal "sell the news" reset? 1️⃣ The Only Metric That Matters: Data Center GPUs Let’s
$Advanced Micro Devices(AMD)$ Earnings Showdown: Will the MI300X Crush Expectations or Trigger a 'Sell the News' Flush? AMD reports next Tuesday, a...
TOPChloeKeynes: Not holding through earnings, too risky here.
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WeChats
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05-04
$Apple(AAPL)$  Apple Drops a $111B Record Quarter + $100B Buyback — But Are Memory Costs the Silent Killer? Apple just delivered a sledgehammer to the bearish "peak iPhone" narrative. The tech giant posted a massive fiscal Q2 2026 revenue print of $111.2 billion (+17% YoY), absolutely shattering March quarter records and driving the stock up 2%. But the real shocker wasn't just the double-digit growth in China—it was the CFO officially abandoning the long-held "net-cash-neutral" target to unleash a colossal $100 billion share buyback. So, with a record-breaking quarter and a mountain of cash being deployed to buy up the float, is $AAPL a screaming buy, or is there a margin trap hiding beneath the surface? 1️⃣ Crushing the China Fear Narrative
$Apple(AAPL)$ Apple Drops a $111B Record Quarter + $100B Buyback — But Are Memory Costs the Silent Killer? Apple just delivered a sledgehammer to t...
TOPEdRoy: Impressive numbers but that buyback is huge
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Shernice軒嬣 2000
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05-04

$ORCL: The ‘Crazy Debt’ Prata Stall About to Become Franchise King 👑”

The Oracle ($Oracle(ORCL)$  ) story ah… this one not finished cooking yet. The rally just like your kosong prata — still flipping, not even serve yet 🚀 Now you see ah, last time all the customers queue at Claude Code (Antrophic) stall. But recently, more and more people walk over to Codex side. Why? Taste already similar… but Codex (OpenAI) got bigger kitchen, more firepower. Cook faster, serve faster. This kind of habit ah, once customer switch, very hard to go back one. Sticky like egg on your prata pan. Now come the interesting part. Oracle like the shop owner who partner with the biggest supplier OpenAI. While others still thinking whether to buy more flour, Oracle already go take big loan, build h
$ORCL: The ‘Crazy Debt’ Prata Stall About to Become Franchise King 👑”
TOPAh_Meng: No new lobang? [Tongue] Still selling $Oracle(ORCL)$ story? Fire takes a while to grow steadily
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