๐๐๐What should investors do in the midst of this US Iran peace treaty? Investors should pivot from defensive war footing to an opportunistic growth footing. It is a good time to reallocate capital out of safe havens like $SPDR Gold ETF(GLD)$ into high quality growth stocks like the Magnificent 7 such as $NVIDIA(NVDA)$ $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ . As crude oil prices are dropping, it is a good time to pivot out of $United States Brent Oil Fund LP(BNO)$ because the fundamental drivers that sent the ETF climbing have sharply reversed. Let's hope the peace talks w
๐๐๐The resumption of US & Iran negotiations after both sides halted attacks has hit global markets like a sudden change in the weather. The storm clouds have not fully cleared but the sky has just opened enough for the sunlight to punch through. Equities are surging, oil is falling, gold is losing its fear grip & risk appetite is cautiously returning. This is because diplomacy, however fragile, has returned to the negotiation table. But let's not kid ourselves. This is not a final treaty. It is a pause, a fragile corridor where hope and risk walk side by side. The underlying issues - the sanctions, nuclear terms, regional security - remain unresolved. Markets are celebrating the ceasefire, not the cure. Nonetheless it is a good start towards peace i
๐๐๐Bitcoin has been falling below USD 60,000 because several major pressures have hit the market at the same time : ETFs outflows, tech stock selloffs, rate hike fears, regulatory delays and even selling from $Strategy(MSTR)$ . But here is the thing: Bitcoin has been here before. It has fallen and risen. Every time it breaks a level that scares people, it writes a new chapter. This isn't the end of Bitcoin. It is the part where conviction gets tested. Bitcoin will rise again and this is a good time for long term investors to buy. @Tiger_comments @TigerStars
Is Microsoft Still A Buy? $Microsoft(MSFT)$ has experienced a sharp correction, falling roughly 31% from its October 2025 all time high of USD 538.66 down to USD 368.57. This correction has brought Microsoft's valuation down to a remarkably cheap 21.9x P/E ratio, discounting it below the historical S&P500 average. What happened? The primary cause of the decline is an air pocket of anxiety over massive capital expenditures as Microsoft plans to spend USD 190 billion on AI infrastructure in 2026. However institutional sentiment has recently changed as high profile investors like Michael Burry of Big Short Fame have taken major long positions on the stock. Deutsche Bank has reaffirmed a Buy r
๐๐๐ $BlackBerry(BB)$ has roared back to life, evolving from a struggling smartphone pioneer into a critical player in cybersecurity and the physical AI stack. With surging quarterly revenues and strong analyst upgrades, Blackberry presents an intriguing opportunity although its rapid rally calls for careful evaluation. @Tiger_comments @TigerStars @Tiger_SG
๐๐๐I invest in $Vanguard Total World Stock ETF(VT)$ because it is the closest thing to "Owning the World" for under USD 200. VT offers me better growth opportunities, better value and a lack of tech concentration. VT is my diversified anchor with over 10,000 stocks in 1 powerful ETF. VT is my global compass that aligns with my long term philosophy of wisdom over noise. @Tiger_comments @TigerStars @Tiger_SG
๐RESILIENCE is one word I would use to describe my 1H26 - the kind that is fortified by conviction & sometimes tested by the markets to see if I would flinch. This was the half year where $Alphabet(GOOG)$ reminded me that tech isn't just about hype. It is about foundations. Quiet strength, steady innovation & the kind of long game discipline that makes me stay invested. $NVIDIA(NVDA)$ reminds me why I invest in the company as it continues its global domination in AI chips. While the AI giants dance, Singapore's Big 3 banks - $DBS(D05.SI)$
Alphabet's Recent Drop Isn't A Warning Sign. It Is A Window of Opportunity ๐๐๐ A temporary pullback in $Alphabet(GOOG)$ $Alphabet(GOOGL)$ often reflects short term sentiments, not long term value. Alphabet's long term value is built on something far more durable than a single market dip. Why? Alphabet has a full stack AI ecosystem that no other company can replicate - Gemini, TPUs, Search, YouTube, Android, Chrome, Maps, all working together to give maximum synergy. It also has recurring global revenue streams that don't vanish because of one bad headline. With a fortress balance sheet with over USD 100 billion in cash,
๐๐๐ I invest in$SPDR Portfolio S&P 500 ETF(SPYM)$ because it gives me the full strength of America's economic engine at an ultra low expense ratio of just 0.02%, letting innovation, productivity and time do the heavy lifting. While headlines may swing from fear to euphoria, SPYM just keeps compounding quietly in the background. It is my anchor - stable, disciplined and built for decades, not days. @Tiger_SG @Tiger_comments @TigerStars
๐๐๐ I invest in $AEM SGD(AWX.SI)$ because it is one of Singapore's best AI Stocks. AEM sits in the part of the AI world most people never see: the testing, validation and precision engineering that ensures every advanced chip - from AI accelerators to high performance processors - actually works. Because Singapore's AI ambition needs strong reliable engineering partners, AEM is one of the few homegrown companies positioned right at that intersection of semiconductors, advanced testing and AI driven demand. I invest in AEM because it represents the kind of Singapore company I believe in: disciplined, innovative, globally relevant and quietly essential to the future. @Tiger_SG </
Following its blockbuster Fiscal Q3 2026 earnings, $Micron Technology(MU)$ has surged a breathtaking 15% in a single session. Micron is no longer just a memory stock. It has become an essential sovereign gatekeeper of the AI infrastructure supercycle. Is Micron Overpriced or a Buy? Bears scream that the stock is a textbook bubble. Bulls argue that the transformation of Micron centers on the reality that AI accelerators cannot function without massive amounts of premium data center memory. The undeniable truth is that Micron is sold out on its HBM in 2026 and 2027 orders are already heavily booked. Micron has phenomenal earnings power as shown in its recent earnings report when its revenue quadrupled YoY to a record USD 41.46 bill
I am currently invested in $NVIDIA(NVDA)$ . Despite a volatile late June market shakeout, the fundamental growth trajectory for Nvidia remains intact. Nvidia represents an infrastructure monopoly, not a speculative narrative. Tech hyperscalers need Nvidia's architecture to run next gen model. NVIDIA's Blackwell platform is seeing robust demand while next generation Vera Rubin platform is scheduled to begin shipments in Q3, keeping Nvidia ahead of its competitors. In Q1 26 alone, Nvidia generated USD 81.6 billion in revenue. This is a massive 85% year on year surge. Its adjusted net income skyrocketed 139% to USD 45.5 billion. Nvidia has also rewarded me with increased dividend from just 0.01 per share to 0.25 per sh
๐๐๐With Anthropic's recent acquisition of Coefficient Bio, it is now a 3 way superpower war between Anthropic, OpenAI and $Alphabet(GOOG)$ in Life Science. Google has DeepMind through Isomorphic Labs. Powered by AlphaFold, Isomorphic has already secured multi billion dollar drug discovery partnerships with $Eli Lilly(LLY)$ and $Novartis AG(NVS)$ , pushing AI designed molecules into real world clinical trials. OpenAI has GPT Rosalind for its life science research. It will invest at least USD 1 billion into researching cures for diseases like Alzheimer's. Exciting times are ahead for life science with these 3 Big Tech going full throttle to discover t
๐๐๐Life science is the comprehensive study of living organisms and life processes. In the context of the current AI war, it focuses specifically on biopharmaceuticals, genomics, structural biology and molecular design. Recently Anthropic acquired Coefficient Bio. It is leveraging this acquisition to build an autonomous AI agent for biopharmaceuticals. Exciting times are ahead for Anthropic as it is planning to launch its IPO as early as October 2026. @Tiger_comments @Tiger_SG @TigerStars
๐๐๐ Masayoshi Son has consolidated SoftBank into a singular aggressive USD 1 trillion bet on Artificial Superintelligence or ASI. Son outlined a unified strategy built on 4 core pillars: AI models, AI chips, Infrastructure and Physical Robotics. SoftBank holds a 13% equity stake in OpenAI. Its AI chips investment is anchored in $ARM Holdings(ARM)$ . SoftBank plans to initiate an IPO for Roze in 2H 2026. Roze is a consolidation of automation, energy & robotics. Exciting times are ahead for SoftBank. @Tiger_comments @Tiger_SG @TigerStars
๐๐๐Masayoshi Son's remarks on SpaceX is grounded in reality. He said that the heavily touted advantage of free solar power in space is a financial illusion. According to Son, electricity represents only 7% of AI data centre operating costs while the remaining 93% is dominated by expensive hardware like AI chips. For Son, the massive premiums required for rocket launches, mechanical maintenance in a vacuum and latency delays completely wipe out any nominal power savings. Son believes the AI war will be decided on Earth over the next few years, rendering decade long space based moonshots a costly distraction. @Tiger_comments @Tiger_SG
๐๐๐The Tech Sector stands at a massive psychological crossroad currently. The explosive AI rally has slowed down, leaving investors asking : Is the AI dream dying or is it just catching its breath? I believe that it is a short term pullback as Big Tech Capex is still surging. No market moves up in a straight line. So the current volatility in the markets is a temporary pause and shakes out weak hands and resets overbought valuation. @Tiger_comments @Tiger_SG @TigerStars
๐๐๐ $ANKER(00668)$ ranks as the world's number 1 mobile charging brand. It commands a 4.8% global market share in a highly fragmented industry. Unlike many Chinese companies, Anker is truly global. It derives a massive 96.6% of its revenue from overseas markets, mainly in the US and Europe. The HKD 99.32 IPO price tag reflects a 22.8% discount compared to its Shenzhen listed A shares. This built in discount gives retail investors an immediate margin of safety. Anker is the King of global smart charging and is a great company to invest in. @Tiger_comments @Tiger_SG @T
๐๐๐ $XUNLONG SCITECH(06715)$ or Sturgeon Dragon Technology is the world's largest caviar producer by volume, controlling a staggering 36.1% global market share. It controls Kaluga Queen, the world's most prestigious caviar brand. Revenue grew steadily from RMB 577 million in 2023 to RMB 769 million in 2025. This expansion proves that global luxury demand remains highly resilient. $XUNLONG SCITECH(06715)$ is fundamentally sound company with a strong moat. I believe this is a great company to invest in long term.