$OCBC Bank(O39.SI)$ down 5.7% today. Opportunity or trend reversing? Apparently Citi has downgraded them with target price at $27.5 π€¦ββοΈ I personally feel a bit FOMO on the Singapore banks and I will use this setback to add a bit to my dividend portfolio! Let's monitor!
Beyond the Silicon: Why companies like $Murata Manufacturing Inc.(MRAAY)$ Murata ($MRAAY) Is the Essential Pick-and-Shovel Play of the AI Surge When retail investors talk about the Artificial Intelligence revolution, the conversation inevitably circles around the glamorous chipmakers: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ or $Marvell Technology(MRVL)$ Yet, an advanced AI server rack is useless without an intricate array of passive components surrounding those GPUs. Beyond processing chips, hardware systems rely
β‘ Missing Piece in the AI Boom: POWER! (Looking at $Defiance AI and Power Infrastructure ETF(AIPO)$ ) Everyone knows ETFs like QQQ, SMH, SOXX, and VGT. Theyβve delivered incredible, lifecycle-defining returns off the back of the AI revolution over the past few years. However, these funds focus heavily on software platforms and semiconductor chips. There is a critical piece of the AI Build-up puzzle that pure tech ETFs often under-weight: Electrical Infrastructure and Energy Generation. Without massive power generation and grid upgrades, data centers simply cannot run next-gen AI clusters. π ETF Spotting: Defiance AI & Power Infrastructure ETF (AIPO) One interesting fund tackling this physical bottleneck head-on is the Defiance AI & Po
Why Iβm Bullish on $Alphabet(GOOG)$ Hey Tiger Traders! π I just wanted to share a few takeaways after attending yesterdayβs "Coffee Chats by Trade to Win" event hosted by James Ooi, Chief Market Strategist at Tiger Brokers. If you havenβt attended any offline Tiger events yet, I highly recommend checking future ones out! Theyβre super fun, interactive, and offer a great chance to learn directly from James and exchange trading ideas with fellow Tiger community members. A key takeaway that stood out to me: the next leg of the rally could very well be led by the Magnificent 7. Among the Mag7, Alphabet ($GOOG) is catching my attention the most right now: β’ π Portfolio Context: GOOG is already in my top 10 holdings on Tiger, but given
$SpaceX(SPCX)$ I have decided to start accumulating SPCX stocks. Slowly nibbling. I think that in the long long run, doesn't make much difference if you buy at 100$ at 150$ or even 200$. This share can go to 0$ or to the Moon (Mars?) in a few years!
π Volatility is your friend in option trading! Yesterday I was down with flu symptoms π€, so while resting at home I spent quite some time watching financial channels on YouTube. I decided to dig deeper into $Bloom Energy Corp(BE)$ π₯ https://www.youtube.com/watch?v=p6rjlXLDpcc At 9:30 PM Singapore time, the US market opened πΊπΈ and I noticed that BE was actually the worst performing stock on my watchlist. I thought: Why not? π Before going to sleep, I sold two PUT options on BE and placed a buyback order at a lower price, hoping it would trigger overnight while I was sleeping. π΄ BE bounced back a little from the lows, but my buyback order didn't trigger. Fast forward to todayβ¦ π The market opened, and guess what? BE was suddenly
Last trading day of season 3, and it is a close battle for the second place between EverythingalsoAI and DIHAO teams. This has been very fun! Thanks to Tiger Brokers for organizing the game !
Selling some Cash Secured Puts on SOFI for March next year. The hope is that in the middle term, the rally of SOFI will continue and PUTs expire worthless
My first Singapore stock was BN4 Keppel Corporation. My favorite REIT is C38U Capitaland Mall Trust, best performing for me. I chose to invest in Singapore because of high dividends and safety of the industry
@Barcode:$Meta Platforms, Inc.(META)$ ππ¨ $META is now up +760% from itβs 2022 low after the failure of the Metaverse. Never doubt Zuck.30 Min! Even in today's dump no one can take it down! π΅ π π π π π ¨ ββ‘βββββ π π π π π ! π π π π π ‘π ’ π π ππππ
AMD earnings to watch and see if AI xPU market is limited to NVDA and AVGO or is expanding to AMD and others as well. From recent movements, it seems AMD could some real revenues grow. Let's see!