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10-19
This market is providing very good opportunities to buy quality companies. I have been buying Mapletree Industrial Trust and ComfortDelGro, both of which have dropped substantially and offer very good dividend returns. They are established companies in Singapore and I want a piece of the business to ride through this rough patch and rise with the company when the economy recovers! Diversification is key and commitment is needed.
TOPNormaHansen: MIT around a 6% yield is the part that stands out to me, not just the drop. For CDG I care more about whether cash flow stays this steady
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10-19
PCT: My Coffee Can Portfolio v1.0 : PCT = Pandas Coffee Can v1.0: My 5 Shares Coffee Can Portfolio: DBS. OCBC. UOB. SPCX. NVDA. One whole share each. A Coffee Can Portfolio is a long-term, "buy-and-forget" investment strategy where you select a basket of high-quality stocks, put them away, and hold them untouched for at least 10 years to let compound growth work without emotional trading. Core Principles • Low Churn: Avoid buying and selling frequently to cut down on transaction costs, commissions, and capital gains taxes. • Extreme Patience: Keep the portfolio locked away for a minimum of 10 to 30 years, resisting the urge to react to short-term market noise. • Power of Asymmetry: Losers in the portfolio can only drop by a maximum of 100% (limiting downside to your init
TOPThe bank trio fits the coffee can idea. SPCX and Nvidia make it less sleepy though — feels like you want stability plus a bit more upside.
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10-19
🐯 Wall Street’s Upgrade & Downgrade Radar: The Biggest Analyst Calls of the Week
Hey Tigers! 🐯 Another week, another round of Wall Street analysts reassessing their favorite stocks. From AI software and semiconductor infrastructure to consumer brands and media companies, analysts sent mixed signals about where they see the biggest opportunities — and risks. Some companies received significant upgrades and higher price targets, while others faced growing concerns about valuations and future growth. Let's break down some of the week's most notable analyst calls from October 12–16, 2026! 👇 📅 Monday, Oct. 12: Salesforce Gets a Major AI-Era Upgrade 🤖 Stock Firm Rating Change Price Target 🟢 $Salesforce.com(CRM)$ $Bank of America(BAC)$ Underperform → Buy $285 🔴
TOPI am most interested in $Salesforce.com(CRM)$ because I believe AI could strengthen established enterprise software companies rather than simply replace them. Salesforce already has a strong customer base, valuable business data and deeply integrated workflows, giving it potential advantages in the AI era. However, I will not buy simply because $Bank of America(BAC)$ upgraded the stock to Buy with a $285 price target. I want to see clear evidence that its AI products can generate meaningful incremental revenue and earnings growth, rather than just increasing costs and expectations. For me, the key is whether Salesforce can turn its AI capabilities into sustainable monetization. I remain selective with software stocks, as attractive long-term potential must still be supported by reasonable valuations and solid fundamentals. @TigerStars @TigerClub @Tiger_comments @WallStreet_Tiger
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10-19
Buying the Dip? Lessons from My TTD Wipeout, Before I Look at Tesla I'll be real: TTD cost me a lot more than a few kopi runs and chicken rice. Great company, great story, so I bought the dip, then bought the next one. Then earnings came and it dropped 30%+ in a single day. The business wasn't broken. I paid a "must be perfect" price for a company that only had to miss once. Lesson one: a great company is not the same as a great entry price. Now Tesla has just shown a Roadster that flies on cold-gas thrusters, jumping over cars and doing a barrel roll. Production is promised for 2028, flying on public roads isn't permitted, and Roadster dates have slipped since 2017. Here in Singapore, where a COE alone can cost more than a car overseas, nobody is flying anywhere soon. 😄 So I'm not buying
TOPTTD pain was as much multiple compression as story break. Tesla has more engines, but if AI slips, that volatility can get uglier than people think
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10-19
AI Stocks Are Selling Off, but Meta Plans to Spend Up to $145B: Will Wall Street Keep Funding the AI
The AI trade is facing one of its biggest tests yet. Last week, the Philadelphia Semiconductor Index fell roughly 11%, as investors grew increasingly concerned about AI infrastructure financing, elevated valuations and whether massive capital spending could eventually generate sufficient returns. Yet just as Wall Street begins questioning the economics of AI, Meta is preparing to report its Q3 earnings on October 21. And the company has already outlined an extraordinary spending plan: $130 billion to $145 billion in capital expenditures for 2026. That creates an interesting contradiction. AI infrastructure stocks are getting punished for spending too much, while Meta is preparing to defend one of the largest AI investment programs in the industry. So the real question going into earnings i
TOPI choose ②, but with one caveat: Meta's advertising cash flow is its biggest advantage, not a blank check for unlimited AI spending. Meta generated $60.8 billion in Q2 revenue, up 28% year over year, yet free cash flow plunged to $784 million as capital expenditure reached $31.08 billion. That is the uncomfortable reality behind the AI boom. Unlike heavily leveraged AI infrastructure providers, Meta has billions of users and an established advertising engine. AI can improve targeting, increase engagement and generate more revenue from its existing ecosystem. However, spending up to $145 billion in 2026 raises the stakes. Revenue growth alone will not justify the investment if cash flow keeps deteriorating. My view:Meta deserves a premium for monetizing AI, but not an unlimited premium for spending on it.The real winner will be the company that turns AI computing power into measurable earnings growth, not the one that buys the most GPUs. @Tiger_comments [正经]
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10-17
$Berkshire Hathaway(BRK.B)$ Berkshire Hathaway (BRK.B) — Recent Bullish vs Bearish News Snapshot (2026-10-17): BRK.B last traded at $532.02 , +1.21% on the day, with a 52-week range of $464.01–$537.74 — the stock sits in the 92nd percentile of that range, just ~1.1% below its 52-week high. Up 3.18% over 5 days, 6.84% over the past month, 5.84% over the past year. PE (TTM) 13.3x, PB 1.52x. The news flow over the past ~2 months has been unusually dense, driven mainly by the post-Buffett succession and a visible shift in capital allocation under CEO Greg Abel. Bullish developments 1. Q2 2026 earnings — headline profit doubled. H1 2026 revenue of $209.96bn (+15.25% YoY) and net profit of $359.51bn... more precisely, H1 net profit attributable of
BRK.B
10-17 06:04
USBerkshire Hathaway
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 528.83 0 | +2.64% Holding |
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10-17
$SPDR S&P 500 ETF Trust(SPY)$ Recent news flow for SPDR S&P 500 ETF Trust (SPY) watchlist is mixed, but the immediate tone has turned mildly bearish : resilient economic data supports corporate demand, while inflation and a technology-led risk-off move are pressuring the index. Bullish developments Consumer demand remains firm: September retail sales rose 0.8% month-on-month , ahead of the 0.3% consensus . Initial jobless claims were 199,000 , slightly below the 200,000 consensus . This combination supports the “growth without an abrupt labour-market break” narrative. Manufacturing indicators were strong: The October Empire State index was 25.5 versus 10.25 expected ; the Philadelphia Fed index was also positive at 20.9 . That is const
SPY
10-17 06:05
USSPDR S&P 500 ETF Trust
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 764.40 0 | -0.50% Holding |
TOPEmpire and Philly still say the economy is holding up. For SPY, 759.36 matters more than the macro debate right here
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10-17
Memory Crushed, AI Chips Rallied. Is Semiconductor Money Rotating Internally? The Answer Came Three Days Later Written Saturday 17 Oct, SGT, using Friday's US closes. First, check the date on the numbers The figures in this topic are real, but they come from Tuesday, Oct 13. That day Nvidia closed up 0.97% at $228.52, AMD rose 1.90% to $605.53 and Intel gained 1.44% to $102.81. Micron fell 3.62% to $953.19, its fourth straight loss, after China's CXMT said it plans to launch a 4F2 DDR5 server memory module by year-end. On that one session, it did look like rotation: money leaving memory and moving into compute. Now look at what happened over the next three sessions. The scoreboard: Tuesday close to Friday close - Nvidia: $228.52 to $214.13, -6.30% - Micron: $953.19 to $878.84, -7.80% - Bro
TOPsector wide de-risking. Why logic chips couldn't escape The bull argument is that compute demand isn't tied to memory pricing and that logic chip orders are more visible. That's true at the product level. It misses one thing: memory and logic chips are sold to the same customers out of the same budget. Every HBM stack Micron and SK Hynix sell sits next to a GPU from Nvidia or AMD, inside a data center paid for by hyperscaler capex. When the market starts asking whether that spending can be financed, it doesn't separate the two. It sells both. Three things put that funding question on the table this week: 1. Rates. September CPI came in at 3.7% against 3.6% expected, and PPI jumped 1.3% against 0.5% expected. CME pricing put December hike odds at 74.3%, up from 50.2% a month earlier. The 10-year yield sits at 5.09%. Higher rates make data centers more expensive to build. 2. AI credit. CoreWeave fell 11.91% on Friday to $61.39 and 25.21% for the week. Its 2032 notes yield about 14%
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10-17
$Cipher Mining Inc.(CIFR)$ Recent news flow for Cipher Mining (CIFR) watchlist is mixed, with the near-term fundamental read still cautious despite a constructive AI-data-centre transition narrative. Bullish developments Earlier-than-planned data-centre delivery: Cipher said it began delivering initial Black Pearl capacity in early August—two months ahead of its prior schedule—following a lease amendment with a hyperscale tenant. A reported Amazon lease has started contributing revenue, which is important validation that its shift from Bitcoin mining toward HPC/AI hosting is becoming operational. East Money East Money Pipeline and funding runway: The company obtained an option on the Apollo site in Texas, with potential capacity of up to 900
CIFR
10-17 13:16
USCipher Mining Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 10.50 100 | -24.09% Holding |
TOPThe transition story is sexy, but wider losses and weaker mining are the real drag. I care more about whether Black Pearl turns into recurring lease revenue on time
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10-17
PCAR — The Business Behind America’s Trucking Industry
Everyone talks about technology stocks, but what about the companies moving goods across the economy? Today’s pick is $PACCAR Inc(PCAR)$ , the manufacturer behind Kenworth, Peterbilt and DAF trucks. Its business is closely linked to freight demand, fleet replacement and economic activity. 💡 Why put PCAR on your watchlist? 📦 Freight is essential: Businesses still need trucks to move food, materials and consumer goods, regardless of which technology trend dominates the market. 🚚 Replacement demand: Commercial trucks eventually need replacing. When fleet operators regain confidence, new orders can support manufacturers. 🔧 More than truck sales: PACCAR also generates revenue from parts and financial services, giving it several sources of income.
TOPI lean B. Fleet age is the piece I watch most — when trucks get older, replacement demand can snap back fast even before freight fully heals.
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10-19
NVIDIA’s data center business alone brings in more quarterly revenue than Google Search.
The MANGOS pack spans social media, AI, chips, search, and space, but where is the biggest revenue coming from? NVIDIA’s data center business alone brings in more quarterly revenue than Google Search. Explore the chart to see how Meta, Anthropic, NVIDIA $英偉達(NVDA)$ , Google $谷歌(GOOG)$ , OpenAI, and SpaceX $SpaceX(SPCX)$ stack up. 👇
TOPRevenue comp is fun, but I care more about operating margin and that 67.88% FCF drop. Search cash flow is still a different beast.
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10-19
Navigating the Producer Price Surge: Sector Rotation and Portfolio Strategy in a Higher-for-Longer Environment
A surging month-over-month Producer Price Index (PPI)—such as the recent 1.3% monthly jump driven by sticky energy and core wholesale costs—signals rising input pressures and keeps Federal Reserve "higher-for-longer" or tightening expectations alive. In this article we would like to share an analytical assessment of wholesale inflation dynamics, Federal Reserve policy calibration, and portfolio repositioning out of high-multiple growth into defensive pricing power. 1. The PPI Shock: Dissecting the 1.3% Surge and Fed Implications The recent 1.3% month-over-month leap in the Producer Price Index represents a critical inflection point in the inflation narrative. While consumer-facing CPI measures often exhibit lagged stickiness, the PPI serves as a leading indicator for aggregate margin press
TOPXLF below its historical P/B does look interesting, and higher rates can still support NIM. The part I worry about is whether credit costs start offsetting that value catch-up
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10-19
🎁 What the Tigers Say | Tesla’s Roadster Spectacle Meets Q3 Reality: Innovation, Valuation, or Dist
Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 Tesla’s quarterly earnings and Roadster reveal have Tigers weighing delivery performance against its robotics, autonomy, and engineering ambitions. The debate spans operational resilience, rocket-inspired technology, and competition from Chinese automakers. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888 (https://ttm.financial/personal/3570103090255456/), @Shernice軒嬣 2000 (https://ttm.financial/personal/3560184106659134/), and @Kentzw (https://ttm.financial/personal/4252393041885622/): JC888 | TSLA Q3 : from EVs to Robotics, AI & FSD ?
TOPI agree more with @Kentzw's point of view. The Roadster's technological display is indeed impressive, but I think Tesla's biggest challenge right now is not proving how advanced a car it can build, but how to translate its technological advantages into sustainable profitability. Chinese automakers are competing for market share through cost control, intelligent driving, and the speed of product iteration. If Tesla continues to invest heavily in the Roadster, Optimus, and Robotaxi without improving its automotive business gross margin, its long-term valuation will face pressure. However, I don't think the Roadster is just a marketing gimmick. It can serve as a testing platform for new technologies, and its real value lies in whether the relevant technologies can be applied to mass-produced vehicles in the future. There are three key factors that changed my judgment: ① The gross profit margin of automobiles continues to rebound; ② FSD and Robotaxi achieve verifiable, large-scale commercial revenue; ③Optimus has moved from demonstration to practical applications with cost advantages. ** I remain optimistic about Tesla's technological potential, but technological leadership does not equate to commercial success. What will determine TSLA's valuation in the future is not how high the Roadster can fly, but how much free cash flow these innovations can ultimately generate. 🐯
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10-19
$CoreWeave Fell 12%, But the Bond Market Said It First: Will the Credit Warning Spread? A Put Seller's Read Written Monday 19 Oct, SGT, using Friday's US closes. Most people saw the headline: CoreWeave down 11.91% on Friday to $61.39. But the stock was the last thing to move. The bond market had been warning about this for weeks. What actually happened - Stock: down 25.21% for the week, from $82.08 to $61.39, just above its 52-week low of $59.51. It is down 55.91% over the past year. - Bonds: the October 2031 notes briefly yielded more than 16% on Thursday, and some CoreWeave bonds traded near 79 cents on the dollar. - Credit default swaps: the five-year CDS hit an all-time intraday high of 1,194.5 basis points and closed Friday at 1,117. Bloomberg data puts the implied probability of defa
TOPI’m watching the 2031 bonds first — sub 80 cents is the cleaner alarm. That 60% default read also depends hard on recovery assumptions, and low assumed recovery makes the credit story even uglier.
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10-16
$iShares Bitcoin Trust(IBIT)$ 1️⃣ Why am I making this trade now? My submarine still sinking. Gonna keep buying untill it breakeven. I believe in the future will be digital gold 2️⃣ What’s my plan from here? My plan is to keep in view of coin base, ibit and bitgo
TOPCoinbase and BitGo custody is the part I care about more, digital gold only works if the rails stay legit
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10-17
$SOXL 20261016 127.0 PUT$ damn really got lucky this time
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10-17
$UOB(U11.SI)$ So, can UOB claim the 43 level again? Or is the EMA going to be the new resistance? Weekly and Monthly charts show it to be above the 50EMA, which suggest bullish momentum is still there. With all that is going on, can banks still be the traditional safe haven in troubled times?
TOPI would not call banks a safe haven here. Above 50EMA is fine, but higher rates can turn credit risk into the real pressure point before 43 gets reclaimed.
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10-17
$CIFR 20261016 22.5 CALL$ collected premium to reduce my costs. Tough weeks for CIFR, good time will come again
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10-17
$SPCX 20261030 146.0 PUT$ Spacex going to fall more