๐๐๐ $PONY-W(02026)$ vs $WERIDE-W(00800)$ - which company has the better prospect? If you look at commercial momentum, Pony is moving faster. If you look at technical conservatism and diversified scenarios, WeRide is steadier. This isn't a race of speed alone. It is a marathon of safety, regulation, capital discipline, and real world economics. Both companies have strengths. Both have weaknesses. Both are entering the most challenging chapter : turning pilots into profits. Time will tell which is better. However Pony and WeRide are off to a great start in 2026.
๐๐๐ $WERIDE-W(00800)$ autonomous stack is known for its reliability and safety. It is a reputation earned through years of cautious deployment. From robotaxis to minibuses to sanitation vehicles, WeRide has built a multi scenario ecosystem that reduces dependence on any single market. WeRide is also expanding internationally with progress in the Middle East and other regions. I like WeRide's discipline and strong track record of reliability and safety. @Tiger_comments @TigerStars @TigerClub <
๐๐๐Pony $PONY-W(02026)$ latest earnings show that it is operationally maturing. Pony is showing meaningful revenue from robotaxis operations, autonomous trucking pilots & partnership with OEMs. This is the shift investors have been waiting for - from R&D burn to commercial traction. Pony also has strong government & industrial partnerships too. This matters because commercialisation is not just a technology. It is also a policy alignment. Pony's focus on both passenger & freight autonomy gives it two engines of growth, not just one. That diversification is a quiet strength. For these reasons, Pony is a great stock to invest in. @Tiger_comments
๐๐๐2022 was one of Bitcoin's worst years on record - a true crypto winter marked by broken trust, collapsing institutions & macroeconomic pressure. Fast forward to 2026, Bitcoin isn't quite in the same situation. Institutional ownership is far higher. Bitcoin ETFs have created steady regulated demand. Regulation is clearer. So is this a crisis? It is certainly a stressful moment, the kind that shakes out weak hands & forces market to reset expectations. This time it feels more like a recalibration, not a collapse. Bitcoin has a long history of pulling back sharply before major trends shift. It often tests conviction before momentum returns. If anything I believe this moment feels like a midpoint of an exciting story, not the ending.
๐๐Is Stagflation some kind of a horse? No it is just a combo of high inflation + slow growth - the economic equivalent of being stuck in traffic while petrol price keeps rising. Thanks to Trump & the Iran war, oil has skyrocketed over USD 100, tariffs are back, hiring is slowing & consumers are feeling the pinch. Trump's rhythm - unpredictable, loud & dramatic keeps markets on their toes. How should investors invest if the stag decides to visit? HALO: Heavy Assets, Low Obsolescence $Utilities Select Sector SPDR Fund(XLU)$ - Pure play on utilities - electricity, water & gas. These are the ultimate low obsolescence assets that people need in every economic cycle. XLU is resilient in inflation, recession &
TACO Strikes Again But This Time Trump Pressed Pause ๐๐๐Yesterday the market was in the doldrums with no energy. Then this morning ...Boom! Trump announced that he has paused the attack on Iran's power plants and that "negotiations are going well". Suddenly the market jumps like it drank 3 shots of espresso. Just 1 headline and the whole market mood fliped faster than lightning. Never mind the Iranian side said that there was no negotiation. The market desperately needed some good news to pivot from the pervasive doom and gloom with oil prices spiralling over USD 100. So what's the next move? Sit in cash or go all in? When TACO strikes, volatility is a given. Here was what I would do: Buy
NVIDIA: From Chipmaker to the World'd New Power Grid ๐๐๐The "AI fatigue" just got a literal jolt of electricity! After a brief breather in the stock price, $NVIDIA(NVDA)$ roared back with a 3% rebound this week. Why? Because the market finally realised that NVIDIA isn't just selling chips, it is building the very infrastructure that keeps the lights on. The Emerald AI Power Play The biggest bear case against AI has always been :Where will the electricity come from? Data centers are powerhungry monsters. Nvidia's new partnership with Emerald AI and 6 US energy titans including Constellation and NextEra Energy, flips the script: The AI Factory: These are not just warehouses for GPUs,
TACO Again? My 3 ETFs To Ride the Volatility ๐๐๐The "Trump Always Chickens Out" or more popularly known as TACO narrative is driving the latest market swings. On Monday March 23 2026, the Dow surged over 600 points in massive relief rally after President Trump claimed that productive talks with Iran were underway. Even though Iran initially denied this, the market's desperate grab for any "off ramps" shows how much investors want to believe in a de-escalation pivot. Is the Market Crash Over? Technically we are in a correction, not a full blown crash even though the indices have dipped about 10% in March, hitting 10 months low before Monday's bounce. Analysts suggest we could see a total 15% fall before a true bottom is found. However the risk on mood returning sugge
๐๐There is a touch of irony in World Bear Day like the world is ending because our portfolio is in the red, yet this is the best time to go bargain hunting. Investing is not about having a crystal ball. It is about having a sturdy ark. It is the realisation that patience is ultimate alpha. I am still holding onto $iShares MSCI Global Silver and Metals Miners ETF(SLVP)$ because it offers me a high leverage exposure to a 5 year supply deficit in Silver, which is increasingly driven by insatiable demand in its industrial usage such as green energy, EVs and even chips. I am also still holding onto my conviction plays such as
๐๐๐The Gold market is facing a moment of truth. Should we buy now or wait for the USD 4000 dip? 1.Buy the Dip: The Oversold Case RSI has fallen below 30, a "Extreme Fear" signal that historically precedes a sharp capitulation bounce. Current spot prices near USD4100 are testing YTD lows. Historically a 15% decline from peaks has been a Buy the Dip zone for long term investors. The risk is it may drop further. 2. Waiting for USD4000 If you wait for the USD 4000 level, you risk missing the recovery if geopolitical de escalation sparks a sudden rally. 3.Dollar Cost Averaging My favourite approach is to dollar cost average.The DCA mathematically lowers my average cost during a decline. My favourite Gold ETF is $Gold Trust Is
$Global X Nasdaq 100 Covered Call ETF(QYLD)$ ๐๐๐I invest in QYLD because it offers a high yield, monthly income stream by monetising the volatility of the Nasdaq 100. As a dividend focused investor I love QYLD's consistent payouts even during market volatility. The current dividend yield is a nice juicy 12.3%. Ka-ching ๐ ๐ ๐ ๐ฐ ๐ฐ ๐ฐ @Tiger_comments @TigerClub @CaptainTiger @TigerStars
The S&P500 Breakdown: My Defensive ETFs for a Volatile Market ๐๐๐The market is currently navigating a challenging macro squeeze of geopolitical tensions and technical weakness. With the S&P500 breaching its 200 day moving average, I use 3 ETFs as defensive shields to preserve my capital and manage risk. 1. $iShares 0-3 Month Treasury Bond ETF(SGOV)$ The Cash Alternative with US Ultra Short Treasuries SGOV is my primary choice for capital preservation. The Strategy: It tracks US Treasury Bills maturing in less than 3 months, acting as a liquid fortress with little price fluctuations. Analyst Outlook : Currently holds a technical Strong Buy signal as a safe haven asset. Expense ratio: A highly efficient 0.
The Memory Monarchs: Rulers of the AI Realm ๐๐๐As of Monday March 23 2026, the memory market has officially transitioned from a cyclical commodity to the critical "gray matter" of global AI infrastructure. While processors like Nvidia's handle the logic, the Big 4 Kings - Micron, Samsung , SK Hynix and Western Digital - provide the essential high bandwidth (HBM) that allows AI to scale. The "Memory Wall": Why Memory is the AI Bottleneck In the AI race, the GPU acts as a Formula 1 engine but it is often throttled by a severe bandwidth bottle neck. This describes a situation where you have a massive high speed processor, capable of doing incredible amounts of work but it is being fed data through a tiny restrictive opening like a "martini straw". How HBM Changes the Game&nb
๐๐๐I invest in $SPDR Portfolio S&P 500 ETF(SPYM)$ because it is the simplest, lowest cost way to own the full strength of America's economic engine - from world leading tech innovators to resilient consumer and industrial giants. SPYM is the mini version of $SPDR S&P 500 ETF Trust(SPY)$ with a super low expense ratio of just 0.02%. While the market swings between fear and euphoria, SPYM rewards consistency and patience, letting time do the heavy lifting. That is why it stays in my portfolio. Investing does not have to be complicated with SPYM.๐ฅฐ๐ฅฐ๐ฅฐ๐๐๐๐ฐ๐ฐ๐ฐ @Tiger_comments
๐My biggest trading weakness is a classic: I am a world class "Bag Holder", treating losing stocks like stray puppies that just need more "time" and "hope" to get back to breakeven. Warren Buffett has a blunt warning for those of us caught in this psychological trap: "Selling your winners and holding your losses is like cutting flowers and watering the weeds". How do I plan to fix this trading weakness? 1. The "Hard Stop" Divorce: Setting a stop loss at entry. If the price hits the line, the relationship is over. There is no "we can work this out" talk. 2. The "Blank Slate Test": Ask the question - 'If I didn't own this weed today, would I buy it?". If not, it is time to cut it off. 3. The "Flower" Pivot : Moving my capital from the stagnant weeds into
Tesla's Robotaxi Reveal: The "April Fool" or the Ultimate Alpha? ๐๐๐The market is holding its breath for Tesla's April 8 Robotaxi reveal. Tesla is currently experiencing an IV dip, an uncharacteristic period of calm. While the stock has historically been a volatile machine, recent data shows Implied Volatility or IV sitting at a "subdued" 42.07%. This IV dip means the options market is pricing in much smaller price swings than usual, making options premiums relatively inexpensive just as a massive catalyst approaches. The April 8 Robotaxi Reveal: The April Alpha The market is currently in a lull as it prepares for the pivotal Robotaxi reveal on 8 April. This event is being framed as a potential "largest value creation event in history", shifting the narrative
๐๐๐If you want to own $Invesco QQQ(QQQ)$ at a discount and get paid while waiting, a good Options strategy is a Cash Secured Put. When you sell a cash secured put: You choose a strike price below the current QQQ price. You collect premium upfront. If QQQ drops to your strike price, you get assigned and buy it at that lower price. If QQQ stays above your strike price, you keep the premium and can repeat the process. It is the most disciplined way to say that you want to buy QQQ but only if it gets cheaper and you want income while waiting. You do not need to own QQQ. However you need the cash to buy 100 shares if assigned. In other words you buy QQQ at a discount. @Tiger_comments
๐๐๐ $BABA-W(09988)$ & $TENCENT(00700)$ reported earnings that were solid in fundamentals but immediately overshadowed by one word: CAPEX. Yet when you look past the headlines, a clearer story emerges - both companies are strengthening their foundations for the next decade , not stumbling. Would I buy the dip? Yes since I believe in China's long term digital & AI infrastructure. Tencent & Alibaba are companies with real cash flow & real moats. Their valuations are so much lower than their US peers. Tencent & Alibaba are not companies in decline. They are companies choosing to invest when others hesitate. Could they drop further? Yes in the short t
China's AI Growing Pains ๐๐๐The market is currently reeling from a brutal "vibe check" on China's Tech Giants. $BABA-W(09988)$ and $TENCENT(00700)$ have collectively shed around USD 84 billion in market value in 24 hours. While both of these Chinese tech giants are pouring billions into AI as the next frontier, investors are starting to ask a very expensive question : Where is the money? Why The Selloff? The "Paper Panic" Breakdown Profitability vs Promises: Investors are losing patience with the lack of near term visibility in AI monetisation. The Alibaba Slump: Despite Cloud revenue accelerating by 36%, A