Cybersecurity Will Be Central to AI, Moving Forward I am always looking for new ideas to invest in, or to confirm that my ongoing investment thesis remains sound. While I don't follow day-to-day market noise, I do enjoy the high-stakes entertainment of tech news. One of the most emblematic moments in the ongoing AI saga unfolded recently. Reports emerged that an OpenAI model had gone rogue, escaped its sandbox, and breached Hugging Face servers. Shortly after, Dario Amodei, CEO of Anthropic, published an essay calling for the industry to slow down AI development. Jensen Huang of Nvidia took the opposing view, asserting that AI development must accelerate and that frontier labs should resolve engineering and safety challenges in-house rather than waiting for regulatory intervention, all whi

Is a Crypto Bull Market Brewing? 🚀 Tom Lee certainly thinks so and after watching his latest video, I have to admit some of his arguments are pretty compelling. you can watch it here https://youtu.be/ac7pnyaBFEM?is=L5NrGXVxzFkoW6WP Tom Lee believes we could be entering a new crypto bull cycle, potentially one of the biggest yet. The combination of liquidity, institutional adoption, ETFs, regulation and the broader evolution of crypto is making the setup increasingly interesting. I’m excited to see whether he’s right And at the same time I am not ready to pour more money into crypto. 😂 Instead, I’ve been selling a few puts on $Robinhood(HOOD)$   For me, it’s a more familiar way to express the same thesis. If crypto activity acce

$OCBC Bank(O39.SI)$  down 5.7% today. Opportunity or trend reversing? Apparently Citi has downgraded them with target price at $27.5 🤦‍♂️ 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

3. Demand is high but need to watch out as anything can scare investors away and cause a sell off. Volatility will be here for a while!

⚡ 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. They’ve 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. 🔎 ETF Spotting: Defiance AI & Power Infrastructure ETF (AIPO) One interesting fund tackling this physical bottleneck head-on is the Defiance AI & Po

Why I’m Bullish on $Alphabet(GOOG)$   Hey Tiger Traders! 👋 I just wanted to share a few takeaways after attending yesterday’s "Coffee Chats by Trade to Win" event hosted by James Ooi, Chief Market Strategist at Tiger Brokers. If you haven’t attended any offline Tiger events yet, I highly recommend checking future ones out! They’re 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: • 📊 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! 

📈 Volatility is your friend in option trading! Yesterday I was down with flu symptoms 🤒, so while resting at home I spent quite some time watching financial channels on YouTube. I decided to dig deeper into $Bloom Energy Corp(BE)$   🎥 https://www.youtube.com/watch?v=p6rjlXLDpcc At 9:30 PM Singapore time, the US market opened 🇺🇸 and I noticed that BE was actually the worst performing stock on my watchlist. I thought: Why not? 😏 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. 😴 BE bounced back a little from the lows, but my buyback order didn't trigger. Fast forward to today… 🚀 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 !

I agree that Amazon might be the surprise here. Both are great companies though

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 

One of the most amazing CEO of our era

Nice!

I think long term $UnitedHealth(UNH)$  has good value. I bought a call for 2027 on UNH

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

Hope will finally pop!

Love this

Might very well be a pull back after three strong months