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05-09
Is Singapore Airlines Still Worth Holding Before May 14? | Iggy Answers Podcast | EP1600🦖
Is Singapore Airlines Still Worth Holding Before May 14? | Iggy Answers Podcast | EP1600🦖I keep seeing the same mistake with Singapore Airlines right now: everyone is obsessing over the share price while ignoring the three numbers that will actually decide whether your payout survives May 14. Net profit has already slipped from about S$2,778m to S$2,275m, yet the balance sheet is still one of the cleanest in the sector and SIA is actually earning net interest on its cash. That combination is rare, and it tells a very different story from the headlines.If you are holding SIA in CPF, SRS, or a simple dividend portfolio, your real risk is not “is this blue chip safe” but “how much harvest is left on this tree at a 5.6 percent yield.” On May 14 I am watching three inputs: profit recovery, pass
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05-09
NVIDIA’s demand ceiling is no longer just “GPU orders”. It is power, HBM, CoWoS packaging, advanced-node wafers, networking, and customer ROI. Hyperscaler demand still looks strong, but Google narrowing the market-cap gap shows the market is starting to reward AI monetisation, not only AI infrastructure. TSMC looks even cleaner as the picks-and-shovels winner. Its April revenue rose 17.5% YoY, Jan-Apr revenue rose 29.9%, and it is guiding capex near the high end of US$52-56B, mainly to support AI and advanced nodes. My view: NVIDIA still has upside, but the easy rerating phase is over. The next leg needs Blackwell/B-series delivery, margin resilience, and proof that customers are not over-ordering. TSMC’s dominance looks more durable, because whether the winner is NVIDIA, AMD,
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05-09
At this stage, simply holding quality stocks is still working, but blindly buying anything is not. This is a late-cycle, liquidity-driven bull market where leadership is narrow and expectations are extremely high. My read: 1) Chase highs? Not broadly. Buy selectively. Semis, AI infra, storage, and power remain leadership. But after huge moves in NVIDIA, Advanced Micro Devices, and Arm Holdings, risk/reward is less attractive near-term. Momentum can continue, but pullback odds rise as positioning gets crowded. Recent rallies were tied to Iran deal hopes and strong chip earnings, which also lowered oil and eased rates pressure. 2) Goldman vs hedge funds I would listen to both. Goldman = structural bull case: AI capex + easing financial conditions Hedge funds exiting = tactical warning:
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05-09
$CoreWeave, Inc.(CRWV)$ The AI infrastructure thesis still holds, but CoreWeave’s equity thesis has become more fragile. Why the stock dropped despite a beat: 1) Guidance missed, and that matters more than backward-looking revenue Q1 revenue was US$2.08B (+112% YoY) and backlog reached US$99.4B, both signalling massive demand. But Q2 guidance missed consensus, which told markets growth may be more uneven than “hyperdrive” headlines imply. 2) Scale is coming with brutal capital intensity Operating expenses doubled, net loss widened to US$740M, and interest expense was US$536M in one quarter. That is the hidden cost of building an AI utility at hyperscale. 3) Leverage risk is real If utilisation slips, pricing softens, or financing cost
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05-09
🏦 Singapore Banks: Wealth Tsunami Drowning NII Pain — $DBS Takes Crown 👑
The Pulse 🌊 $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ Singapore's banking titans just dropped Q1 scorecards, and here's the verdict: Net Interest Income is bleeding, but wealth management is printing money like it's going out of style. $DBS, $OCBC, and $UOB collectively saw NII crater 6-8% YoY as SORA collapsed from 2.54% to 1.07%, yet they still beat consensus by flexing their wealth arms. $DBS is the undisputed alpha here—SGD 12B in wealth inflows (+15% YoY) crushed the game while revenue beat Bloomberg by +4.2%. Meanwhile, $UOB hit oversold RSI(14) at 28, screaming technical rebound setup. This isn't just a Q1 story; it's a wealth war where Singapo
TOPInvestordude1301: Agreed that $UOB(U11.SI)$ is the perfect buy opportunity and that DBS is a technical gift!
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05-09
$MARA Holdings(MARA)$ is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic
TOPMARA always turns earnings into chaos lol, anyone actually buying the AI pivot yet?
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05-10
My call: stay invested, but trim selectively. This rally is not purely speculative. It is backed by real capex, strong earnings breadth, and a sharp repricing in AI infrastructure names like Nvidia, Advanced Micro Devices, Micron Technology and Sandisk. The semiconductor index is up sharply, and earnings have broadly beaten expectations. That said, six straight weekly gains + elevated valuation percentile = thinner margin of safety. Forward returns from here are likely more volatile. My positioning: Core compounders (60 to 70%): hold High-beta runners (20 to 30%): trim into strength Cash (10 to 20%): rebuild for pullbacks Next week matters. If Alibaba Group, Tencent and Cisco Systems confirm AI monetisation, networking demand, and enterprise spend, the bull case extends. If not, the
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05-10
I think HBM still has upside, but easy money is no longer easy. Bull case, cycle not done AI accelerator demand remains structurally strong, led by NVIDIA, custom ASICs from hyperscalers, and broader enterprise AI adoption. HBM is not commodity DRAM. It is high-complexity, packaging-constrained, and qualification-heavy. Supply cannot ramp overnight. Beneficiaries remain clear: Micron Technology, SK hynix, Samsung Electronics, plus ecosystem names like SanDisk on broader memory repricing. Bear case, valuation is running ahead This week’s sharp move likely pulled forward part of 2H expectations. Once Samsung and SK hynix commit materially more wafer capacity, markets will start pricing the next oversupply phase before it arrives. Memory stocks historically peak when sentiment is strongest. M
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05-10
US Stocks Out of Control 🎢 — The Era of Overnight Surges The recent madness in the US stock market is bordering on out of control. Watching SANDISK skyrocket over 4000% in a year, I can’t help but wonder if we’re approaching something like the 2000 Dot-Com bubble. Honestly, I haven't been in the market that long and I'm still building experience, but even the craziness of 2021 doesn't compare to what we're seeing right now. 🤯 The Buffett Indicator is currently sitting around 210-230%, whereas it only peaked at about 150-200% during the height of the Dot-Com bubble. This means the total market cap of US stocks has far outgrown the actual size of the US physical economy. Meanwhile, the Shiller PE ratio is hovering around 42, which is neck-and-neck with the 38 we saw in 2021 and the 44 we
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05-10
Hims & Hers Q1 Showdown: Can the Novo Nordisk Partnership Shield HIMS From an FDA Compounding Ban? Hims & Hers ($HIMS) is set to report highly anticipated Q1 2026 earnings tomorrow after the closing bell, riding an explosive +37% monthly rally that completely defied the broader healthcare sector slump. With the FDA aggressively proposing to exclude key weight-loss molecules from its 503B compounding bulks list, retail bears are betting on a catastrophic revenue cliff. Meanwhile, Eli Lilly ($LLY) just surged 10% on a massive earnings beat, leaving traders wondering: is Hims about to follow Lilly to new highs, or are traders walking straight into a regulatory trap? Here is the data-driven breakdown of how the smart money is positioning for the print. 1️⃣ The FDA 503B Proposal & T
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05-10
There must be something that the smart money knows. Not sure why Goldman is going against the general flow. As usual, the smart money manipulates the market and we never know if goldman is trying to trick retail investors to pour money into the stock market. I don’t dare to chase the highs at this current level. It looks over extended though valuation is near the past 5 years. Technology and AI has driven the gains. Considering that it is driven by specific sectors rather than market as a whole is concerning even with strong labour reports. AI and technology could go higher but I prefer to wait for pullbacks to give me bigger bang for my buck. There is no hurry to jump in with my investment horizon of at least 10 years. Rate cuts will likely fuel technology and AI stocks to rise but there
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05-10
I think both will go up with more AI capex. The technology and use cases advance rapidly and all industries are FOMO and fear of being the laggard. AI promises productivity which means more output with less manpower. With agentic AI, more are looking to learning costly manpower or in industries where manpower is always a limit. In the short term, however, I think memory has a bigger upside. For years, many recognise CPU as being crucial but only recently that memory became talk of town and this creates awareness of demand being far greater than supply. This along with many rushing to buy the stocks create upward pressure. So I believe memory stocks will see the gains that CPU has 2-3 years ago. I think AMD’s fair value is probably another year 10-20% more as it is hard to have data centres
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05-11
Gold's Shifting Role: Losing Its Hedge in a "War Regime" Market?
Gold has delivered extraordinary returns in recent years, surging to record highs amid geopolitical tensions, central bank buying, and persistent economic uncertainty. Yet many investors have observed a troubling pattern: gold prices are increasingly moving in sync with equities and broader risk assets, rather than acting as a counterbalance when markets decline. This development challenges gold’s long-standing reputation as a reliable portfolio diversifier and crisis hedge. Traditional Strengths Under Pressure For decades, gold has been prized for its ability to protect against inflation, currency debasement, and geopolitical shocks. It typically exhibits low or negative correlation with stocks and bonds, often rising during equity market drawdowns as a classic “safe haven.” Central banks
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05-11
🚀 Tencent Crushes Q1: WeChat AI Just Declared War on ByteDance | $TCEHY 🎯
🔥 The Pulse $Tencent Holding Ltd.(TCEHY)$ $Alibaba(BABA)$ $TCEHY just dropped a Q1 earnings masterclass that Wall Street almost underpriced. While the stock dipped 1.32% to $59.82 on profit-taking, the real story isn't the beat—it's the weaponization of WeChat's AI ecosystem. With 15%+ user adoption on AI features and a cloud revenue surge that's quietly suffocating $BABA, Tencent isn't just defending its moat—it's expanding into ByteDance's backyard. The kicker? Gaming licenses are flowing, mini-app ad wars are heating up, and suppliers like Hasake are drowning in orders. This isn't a "hold and hope" play—it's a calculated strike on China's entire digital economy. 📊 Key News: The Numbers That Matter EPS
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05-11
🚀 Alibaba Cloud's 40% Growth Bomb: When E-Commerce Takes a Backseat to AI Infrastructure | $BABA ☁️
The Pulse The narrative is flipping. While Wall Street obsesses over $Alibaba(BABA)$ $BABA's e-commerce margin compression, the real story is unfolding in the cloud stack: 7 consecutive quarters of triple-digit AI revenue growth, analyst forecasts pointing to ~40% cloud revenue acceleration in March 2026 (vs. 36% in Dec 2025), and a $53B AI infrastructure war chest that's turning Alibaba into China's answer to $MSFT Azure and $AMZN AWS. The stock is pinned at $134 algorithmic support, down 32% in 6 months—but Morgan Stanley's $180 price target and 49 analyst "Buy" calls suggest the market is mispricing the cloud-to-AI pivot. This isn't your father's Alibaba anymore. 📊 Key News (Last 12 Hours) Cloud Revenue Acceleration: Alibaba Cloud revenue growt
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05-11
My stock in focus is $Ondas Holdings Inc.(ONDS)$ ahead of its earnings report. The company is projected to deliver nearly 628% YoY revenue growth to around US$39.4M, supported by strong backlog conversion & rising demand for autonomous defense & mission systems. Although earnings are still negative, adjusted EPS is expected to improve YoY, showing early signs of operating leverage as deliveries ramp. What stands out most to me is ONDS’ growing backlog and order momentum. The company recently secured an initial US$68M military engineering order, while the Mistral merger lifted pro forma backlog to roughly US$457M. That provides stronger multi-quarter revenue visibility. I’ll also be watching management updates on delivery execution, margin
TOP628% rev growth is crazy, backlog at 457M is the real tell. You think execution is the only thing that can trip this up?
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05-11
Everybody Watching NVIDIA… But the Real Late Bloomer Might Be This Muthu Boy Storage Stock 🍛📈
$Everpure(P)$ storage is like that one Muthu boy at the prata shop ah… everybody laugh at him at first because he slow slow one, flipping prata only. But suddenly midnight crowd come, boom — whole shop depending on him. 😂 I see this business becoming a massive beneficiary of the AI infrastructure boom, especially in the area of memory optimization. This AI cycle also same story. 1️⃣ The Brains — NVIDIA / AMD First wave everybody rush buy GPU like Singaporeans rushing tissue packet during sale. AI training cannot run without these chips. 2️⃣ Wave 2 — Semiconductor kaki rally People then realize, “Eh boss, not only GPU can make money leh.” So all the supporting semiconductor companies also start flying. 3️⃣ Wave 3 — The Storage Uncles Seaga
TOPNice Sharing 🙂 @Aqa @DiAngel @koolgal @Shyon @JC888 @Barcode
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05-11
Alibaba Cloud: Challenging The Global Giants 🌟🌟🌟Investing in $BABA-W(09988)$
TOPNice Sharing 😁 @Barcode @JC888 @Aqa @DiAngel @Shyon @Shernice軒嬣 2000
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05-11
(Full Article) Preview of the week (11May2026) - Will BABA be the black sheep?
Economic Preview: Key Data Releases (week of 11May2026) Housing Market Existing home sales for April are forecast at 4.05 million units, up from the previous 3.98 million. This is a useful indicator of the overall health of the real estate market. Inflation Data The most closely watched economic release in the coming week will be the April Consumer Price Index (CPI). The forecast is 3.7%, compared with the previous 3.3%. If inflation rises as expected, market volatility may increase. Core CPI will also be important to watch, with a forecast of 0.3% versus the previous 0.2%. Bond Market Signals The bond market remains an important reference point as investors weigh opportunities in stocks versus bonds, with interest rates playing a key role in that decision. This is why the upcoming 10-year
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05-11
(Part 2 of 5) Earnings Calendar - Is BABA the black sheep? (11May2026)
Earnings Calendar (11May2026) The coming week includes several notable earnings releases, including NU, Sea Limited, Alibaba, Cisco, and Applied Materials. Alibaba Alibaba stands out as one of the key names to watch this week ahead of earnings. Recent performance: The stock is up 11.78% from a year ago. Analyst view: Technical analysis points to a strong buy, and analyst sentiment also remains strongly positive. Price target: The average analyst price target is about $185, implying upside of roughly 32% to 35% from recent levels. Valuation: With earnings per share around 5.73 and a price-to-earnings ratio of 23.2, the valuation appears relatively attractive. Financial performance Key financial trends from 2021 to 2025 are summarised below (figures in RMB). · Revenue inc