To The Moon

🌟🌟🌟 $Circle Internet Corp.(CRCL)$ has just reported an adjusted EPS of USD 0.18, fully satisfying Wall Street expectations.  However its total revenue and reserve income climbed 7% year over year to USD 701.3 million, marginally missing the optimistic USD 717.5 million analyst estimate. Despite Circle achieving operational milestone, its stock sank 4% to trade around USD 60.70, pushed down by fearful  investors. There is no real bubble to squeeze as Circle has already shed significant value from its peak of USD 189.92. While the broader digital asset  market capitalisation plummeted by 40% year over year, Circle managed to expand its active USDC circulation by 19%. Wall Street is also ignoring the fact that Circle has set in a laun

🌟🌟🌟Does $Alphabet(GOOG)$ have a cavernous moat or is it a bottomless money pit?  Google is currently spending a massive USD 13 billion every single quarter on AI infrastructure, causing institutional investors much anxiety. However Google has its own custom Tensor Processing Units or TPU chips.  While its competitors have to pay NVIDIA for its expensive chips, Google can simply boot up its own hyper efficient TPU clusters . Google isn't throwing money into a bottomless pit.  It is actually digging a deep canyon around its digital empire. The smart investor would buy the dips driven by Capex hysteria.  Google's infrastructure will print money for the next 2 decades. @Tiger_co

🌟🌟🌟What just happened with $SanDisk Corp.(SNDK)$ after hours meltdown?  SanDisk guided its next quarter revenue midpoint to USD 10.55 billion, slightly missing Wall Street's high expectation of USD 10.82 billion. SanDisk sank 7% in after hours trading, compounding an earlier session drop to trade near USD 1255.  This is way down from its USD 2,354 June high. Investors dumped the stock in a panic, treating a tiny revenue guidance miss like a total collapse. However this is definitely not the death of storage super cycle.  Demand for Enterprise SSDs is still outpacing global manufacturing capacity. SanDisk's revenue skyrocketed 372% year over year with gross margins of 84.6%. SanDisk is an amazing stock with zero debt and is flushed

🌟🌟🌟If you look at the fundamentals of $Advanced Micro Devices(AMD)$ latest results, it is a company that is firing on all cylinders.  Data center segment sales doubled year over year to USD 6.7 billion. CEO Lisa Su said that data center sales are expected to accelerate rapidly into the 2nd half of the year, setting a pathway to over USD 20 per share in annual earnings. However AMD's capex more than doubled this quarter to USD 808 million.  This is due to ramping up of Helios rack scale platforms. At a P/E ratio of 160x , AMD is priced for perfection.  I would prefer to wait for the post earnings euphoria to cool down and buy AMD at a better price. @Tiger_comments

🌟🌟🌟With a P/E ratio of 138x and an enterprise value to revenue of 54x, $Palantir Technologies Inc.(PLTR)$ is priced for absolute cosmic perfection. For the stock to multiply from these heights, Palantir needs to expand its revenue 15 fold over the next decade. Jefferies have recently flagged a sell target, pointing that behind the scenes, Palantir insiders have been quietly taking profits and cashing out this historic retail euphoria. I believe that $Palantir Technologies Inc.(PLTR)$ is a Hold and Trim.  Chasing it at USD 160 requires an appetite for high risk.  I would wait for the post earnings cooling period to catch this bus at a discount.

🌟🌟Is $SpaceX(SPCX)$ a mistaken opportunity or a bounding bubble squeeze?   Why it is a mistaken opportunity and time to get on the bus:  Starlink brought in USD 4 .29 billion.  It accounted for over half of total revenues and remains the only segment generating an operating profit. Furthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants. Why the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter. Worse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long stairc

🌟🌟🌟Why does the 5x P/E ratio of $Micron Technology(MU)$ has investors sweating?    The bulls say AI servers are bottomless pit for HBMs and consumer tech is forcing massive upgrades.  Apple even cited surging memory component costs as the primary reason for raising its retail hardware prices. The Bears worry that a cooling tech budget will impact memory stocks. I believe that the memory supercycle is far from dead but its rules have changed. Micron is no longer a pure commodity player selling generic storage sticks to PC builders.  It is now a strategic gatekeeper for the AI revolution. With billions in customer prepayments & supply locked down past 2027, this is a rare golden opportunity to buy Micron while the rest o

🌟🌟🌟 $SK hynix(SKHY)$ is the unsung hero of the $NVIDIA(NVDA)$ monopoly but Nvidia's world dominating AI processors are completely useless without SK Hynix's HBM chips.  SK Hynix is actually selling shovel handles during the gold rush, earning an incredible 550% surge in recent operating income. Yet because of the historical Korea discount & cyclical fears, the market has been hesitant to give it the full premium it deserves. SK Hynix has not reached USD 200 yet because the market is treating it like a volatile commodity stock while its financial books look like a hyper growth tech monopoly. If you believe the AI build out is going to continue through 2028, buying SK Hynix at USD 150 means you a

🌟🌟🌟The $Intel(INTC)$ dilemma:  To Buy or to say Bye Bye?  Intel Bulls say that Intel is a national security play with the US government owning 10% equity of the company. The Bears are saying that there is much to be done to turnaround Intel.  Intel has  spent last year restructuring.  The engineering looks promising but until those new chips are shipping in massive volume and beating $Taiwan Semiconductor Manufacturing(TSM)$ at its own game, it has much work to do in order to catch up. So is Intel a Buy?  Wall Street analysts are divided in this.  Out of 49 major analysts, 30 recommend a Hold, 16 say Buy and 3 say Sell.  So Intel is not a definitive Buy for now. <

🌟🌟🌟As the incoming CEO John Ternus prepares to take over from Tim Cook on September 1 2026, the big question is whether he is up to the challenge? John Ternus has the tech know how & skill but steering $Apple(AAPL)$ requires managerial skills par excellence. Compared to $Microsoft(MSFT)$ & $Alphabet(GOOG)$ , Apple's Capex of USD 14 billion is rather small.  In fact Apple is paying Google an estimated USD 1 billion a year to license Gemini for Siri. Apple relies mostly on on-device processing & clever software integration.  Wall Street likes this capital discipline, briefly pushing Apple back to be the world's most valuable company. Apple

🌟🌟🌟Halting a strike does not mean the geopolitical tension has vanished.  It just means the volatility is being stored away for another day.  Buying the dip here under the assumption that global conflicts are solved is a premature move. TACO Trump loves the drama and suspense.  Enjoy the green day but I would keep one eye firmly locked on the exit door, just in case Trump changes his mind and reverse his stance. Expect the unexpected with this market. @Tiger_comments @TigerStars @Tiger_SG @TBlive

🌟🌟🌟The White House summit is definitely an absolute win for both $Meta Platforms, Inc.(META)$ and $Alphabet(GOOG)$ .  In fact the market has already figured it out, sending both stocks up because Wall Street loves nothing more than a regulatory barrier that will protect Big Tech. The Trump administration is finalising framework for testing AI hacking capabilities and is reaching out to Meta and Google for their inputs. This meeting is the official creation of an AI Elite Club.  Meta and Google will be part of this club. @Tiger_comments @TigerStars

🌟🌟🌟Yes the $Microsoft(MSFT)$ rally has legs and it is running on premium AI rocket fuel.  While the rest of the tech world is panicking over whether AI is just an expensive hallucination, Microsoft has just logged its best 3 day market run in 26 years!  It added a record shattering USD 480 billion in market value in a single trading session following its amazing recent blowout quarter results. Microsoft's Azure cloud revenue surged 53% and commercial cloud revenue hit an astounding USD 59.3 billion. Kudos to CEO Satya Nadella for Microsoft's excellent earnings results. @Tiger_comments @TigerStars

🌟🌟🌟 $Oracle(ORCL)$ is absolutely catching up to the first echelon.  It is the comeback story of the decade.  The tech giant that everyone associated with decades old database software is suddenly the coolest one. Oracle has just reported its FY2026 results with an incredible 93% surge in Cloud Infrastructure revenue, hitting USD 5.8 billion for the quarter alone.  This is like strapping a solid booster rocket to a legacy database company. Oracle Cloud Infrastructure or OCI is simply amazing. Its layout lets chips communicate with each other faster than older cloud architectures. Wall Street analysts target price for Oracle is USD 248.15, an upside potential of 75%.  Exciting times are ahead for Oracle! I would not dismiss Orac

🌟🌟🌟I am definitely bullish on $NVIDIA(NVDA)$ .  The competition maybe intense but NVIDIA is still dominant in the semiconductor arena. Getting NVIDIA at a forward P/E ratio of just 20x is like finding a luxury supercar priced like a used hatchback.  The market is completely ignoring that its infrastructure demand is fundamentally capacity constrained, not demand constrained. Big Tech hyperscalers are continuing to  increase their Capex targets.  With NVIDIA reporting its next earnings on August 26, the truth will be revealed that NVIDIA actually runs the global computing grid. The AI infrastructure isn't stopping and Jensen Huang isn't trading his signature leather jacket for a cardigan anytime soon. The 12 month average tar

🌟🌟🌟 $Tesla Motors(TSLA)$ is a car company that identifies itself more as a robotics company these days.  It funds its AI dreams by selling electric vehicles but values itself more on software, autonomous robotaxis and humanoid robots. You can say that Tesla's car side makes up the vast majority of its revenue.  However the AI/Robotic side drives the tech heavy valuation, future promises and heavy capital expenditure spending on supercomputers. Which side am I on? I am on the side of the bank account.  Tesla bills like a sci-fi robotics firm but delivers like an automaker dealing with earthy production lines while facing tough competition. Calling Tesla a purely AI company is a little too early as it is in its first stage of AI grow

🌟🌟🌟 $Intel(INTC)$ recent pullback to USD 91 mark is a great opportunity for patient investors to get on the bus.  Why?  This correction took place despite Intel reporting its fastest quarterly growth revenue in 15 years.  CEO Lip Bu Tan has done a great job in turning around Intel.  Besides the US government is also backing Intel too with a 10% equity stake.  This makes them the largest shareholder of Intel. Intel is definitely a great stock to buy and hold long term.🌈🌈🌈💰💰💰

🌟🌟🌟At the current USD 200.19 level, the fundamental thesis for $NVIDIA(NVDA)$ makes it a great long term buy. This 15% drop has compressed NVIDIA valuation down to an incredibly cheap P/E ratio of just 16x to 18x.  This is a rare deep value entry window for a long term investor like me.

🌟🌟🌟When it comes to $Microsoft(MSFT)$ I prefer to stay on the sidelines and wait for a technical pullback. From a technical chart perspective, Microsoft is currently below its short-term 50 day moving average. I would like to buy Microsoft at around USD 385 to USD 395.

🌟🌟🌟I believe that $Alphabet(GOOG)$ will continue to lead the AI revolution because its massive infrastructure distribution moat makes its ecosystem impossible to shut down. Rather than being closed, Google AI integration has supercharged its core business models, sending Google Cloud revenue skyrocketing by a huge 82% year over year to USD 24.8 billion.  This is powered by enterprise demand for its Gemini AI infrastructure.

🌟🌟🌟 $Circle Internet Corp.(CRCL)$ has just reported an adjusted EPS of USD 0.18, fully satisfying Wall Street expectations.  However its total revenue and reserve income climbed 7% year over year to USD 701.3 million, marginally missing the optimistic USD 717.5 million analyst estimate. Despite Circle achieving operational milestone, its stock sank 4% to trade around USD 60.70, pushed down by fearful  investors. There is no real bubble to squeeze as Circle has already shed significant value from its peak of USD 189.92. While the broader digital asset  market capitalisation plummeted by 40% year over year, Circle managed to expand its active USDC circulation by 19%. Wall Street is also ignoring the fact that Circle has set in a laun

🌟🌟🌟What just happened with $SanDisk Corp.(SNDK)$ after hours meltdown?  SanDisk guided its next quarter revenue midpoint to USD 10.55 billion, slightly missing Wall Street's high expectation of USD 10.82 billion. SanDisk sank 7% in after hours trading, compounding an earlier session drop to trade near USD 1255.  This is way down from its USD 2,354 June high. Investors dumped the stock in a panic, treating a tiny revenue guidance miss like a total collapse. However this is definitely not the death of storage super cycle.  Demand for Enterprise SSDs is still outpacing global manufacturing capacity. SanDisk's revenue skyrocketed 372% year over year with gross margins of 84.6%. SanDisk is an amazing stock with zero debt and is flushed

🌟🌟🌟Does $Alphabet(GOOG)$ have a cavernous moat or is it a bottomless money pit?  Google is currently spending a massive USD 13 billion every single quarter on AI infrastructure, causing institutional investors much anxiety. However Google has its own custom Tensor Processing Units or TPU chips.  While its competitors have to pay NVIDIA for its expensive chips, Google can simply boot up its own hyper efficient TPU clusters . Google isn't throwing money into a bottomless pit.  It is actually digging a deep canyon around its digital empire. The smart investor would buy the dips driven by Capex hysteria.  Google's infrastructure will print money for the next 2 decades. @Tiger_co

🌟🌟Is $SpaceX(SPCX)$ a mistaken opportunity or a bounding bubble squeeze?   Why it is a mistaken opportunity and time to get on the bus:  Starlink brought in USD 4 .29 billion.  It accounted for over half of total revenues and remains the only segment generating an operating profit. Furthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants. Why the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter. Worse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long stairc

🌟🌟🌟If you look at the fundamentals of $Advanced Micro Devices(AMD)$ latest results, it is a company that is firing on all cylinders.  Data center segment sales doubled year over year to USD 6.7 billion. CEO Lisa Su said that data center sales are expected to accelerate rapidly into the 2nd half of the year, setting a pathway to over USD 20 per share in annual earnings. However AMD's capex more than doubled this quarter to USD 808 million.  This is due to ramping up of Helios rack scale platforms. At a P/E ratio of 160x , AMD is priced for perfection.  I would prefer to wait for the post earnings euphoria to cool down and buy AMD at a better price. @Tiger_comments

🌟🌟🌟With a P/E ratio of 138x and an enterprise value to revenue of 54x, $Palantir Technologies Inc.(PLTR)$ is priced for absolute cosmic perfection. For the stock to multiply from these heights, Palantir needs to expand its revenue 15 fold over the next decade. Jefferies have recently flagged a sell target, pointing that behind the scenes, Palantir insiders have been quietly taking profits and cashing out this historic retail euphoria. I believe that $Palantir Technologies Inc.(PLTR)$ is a Hold and Trim.  Chasing it at USD 160 requires an appetite for high risk.  I would wait for the post earnings cooling period to catch this bus at a discount.

🌟🌟🌟The $Intel(INTC)$ dilemma:  To Buy or to say Bye Bye?  Intel Bulls say that Intel is a national security play with the US government owning 10% equity of the company. The Bears are saying that there is much to be done to turnaround Intel.  Intel has  spent last year restructuring.  The engineering looks promising but until those new chips are shipping in massive volume and beating $Taiwan Semiconductor Manufacturing(TSM)$ at its own game, it has much work to do in order to catch up. So is Intel a Buy?  Wall Street analysts are divided in this.  Out of 49 major analysts, 30 recommend a Hold, 16 say Buy and 3 say Sell.  So Intel is not a definitive Buy for now. <

🌟🌟🌟As the incoming CEO John Ternus prepares to take over from Tim Cook on September 1 2026, the big question is whether he is up to the challenge? John Ternus has the tech know how & skill but steering $Apple(AAPL)$ requires managerial skills par excellence. Compared to $Microsoft(MSFT)$ & $Alphabet(GOOG)$ , Apple's Capex of USD 14 billion is rather small.  In fact Apple is paying Google an estimated USD 1 billion a year to license Gemini for Siri. Apple relies mostly on on-device processing & clever software integration.  Wall Street likes this capital discipline, briefly pushing Apple back to be the world's most valuable company. Apple

🌟🌟🌟 $SK hynix(SKHY)$ is the unsung hero of the $NVIDIA(NVDA)$ monopoly but Nvidia's world dominating AI processors are completely useless without SK Hynix's HBM chips.  SK Hynix is actually selling shovel handles during the gold rush, earning an incredible 550% surge in recent operating income. Yet because of the historical Korea discount & cyclical fears, the market has been hesitant to give it the full premium it deserves. SK Hynix has not reached USD 200 yet because the market is treating it like a volatile commodity stock while its financial books look like a hyper growth tech monopoly. If you believe the AI build out is going to continue through 2028, buying SK Hynix at USD 150 means you a

Why I Chose the Amova Singapore STI ETF (G3B) and Why It Is Perfect for Tiger Auto Invest When I first started investing, I quickly realized that trying to pick individual winning stocks was much harder than it looked. Some companies perform well while others disappoint, and predicting which stock will outperform over the next ten or twenty years is never easy. Instead of trying to guess the next winner, I wanted something simple, diversified, and suitable for long-term investing. That is why I became interested in the Amova Singapore STI ETF (SGX: G3B). Rather than buying just one Singapore company, this ETF allows me to own many of Singapore’s biggest and strongest businesses with a single investment. It is especially suitable for beginners because it removes much of the stress of select

🌟🌟🌟Why does the 5x P/E ratio of $Micron Technology(MU)$ has investors sweating?    The bulls say AI servers are bottomless pit for HBMs and consumer tech is forcing massive upgrades.  Apple even cited surging memory component costs as the primary reason for raising its retail hardware prices. The Bears worry that a cooling tech budget will impact memory stocks. I believe that the memory supercycle is far from dead but its rules have changed. Micron is no longer a pure commodity player selling generic storage sticks to PC builders.  It is now a strategic gatekeeper for the AI revolution. With billions in customer prepayments & supply locked down past 2027, this is a rare golden opportunity to buy Micron while the rest o

🌟🌟🌟 $Sea Ltd(SE)$  $Sea US SDR 50to1(UGGD.SI)$ upcoming earnings report on August 11 2026 is the ultimate make or break moment for South East Asia's biggest tech juggernaut.  Wall Street is buzzing with anticipation.  The stock is currently marked as a Moderate Buy and analysts are projecting a massive 45% upside with a Target Price of USD 155.54. At the heart of this empire is a captivating story of visionary ambition, led by Founder and CEO Forrest Li.   Forrest Li was once an ordinary graduate who arrived in Singapore with a substantial student debt and just a few dollars in his pocket.  He named himself "Forrest" after watching Forres

🌟🌟🌟 The market has just experienced a massive dose of political whiplash, but for smart investors this chaotic TACO routine is actually a perfect cue to keep buying your favourite funds. When President Trump threatened massive military strikes on Iran and then suddenly hit the pause button, he triggered a classic market freak out.  For every day investors especially new ones, trying to time these wild political mood swings is a Fool's errand.  Instead of panicking, the best strategy now is to quietly, automatically keep investing by using a dollar cost averaging approach into 3 ETFs : XLE, IAU and SPYM. Here is the humorous no nonsense breakdown of why sticking to your DCA plan for these 3 ETFs is the ultimate financial superpower right now. 1.  

🌟🌟🌟 $Tesla Motors(TSLA)$ is a car company that identifies itself more as a robotics company these days.  It funds its AI dreams by selling electric vehicles but values itself more on software, autonomous robotaxis and humanoid robots. You can say that Tesla's car side makes up the vast majority of its revenue.  However the AI/Robotic side drives the tech heavy valuation, future promises and heavy capital expenditure spending on supercomputers. Which side am I on? I am on the side of the bank account.  Tesla bills like a sci-fi robotics firm but delivers like an automaker dealing with earthy production lines while facing tough competition. Calling Tesla a purely AI company is a little too early as it is in its first stage of AI grow

🌟🌟🌟The White House summit is definitely an absolute win for both $Meta Platforms, Inc.(META)$ and $Alphabet(GOOG)$ .  In fact the market has already figured it out, sending both stocks up because Wall Street loves nothing more than a regulatory barrier that will protect Big Tech. The Trump administration is finalising framework for testing AI hacking capabilities and is reaching out to Meta and Google for their inputs. This meeting is the official creation of an AI Elite Club.  Meta and Google will be part of this club. @Tiger_comments @TigerStars

🌟🌟🌟I am definitely bullish on $NVIDIA(NVDA)$ .  The competition maybe intense but NVIDIA is still dominant in the semiconductor arena. Getting NVIDIA at a forward P/E ratio of just 20x is like finding a luxury supercar priced like a used hatchback.  The market is completely ignoring that its infrastructure demand is fundamentally capacity constrained, not demand constrained. Big Tech hyperscalers are continuing to  increase their Capex targets.  With NVIDIA reporting its next earnings on August 26, the truth will be revealed that NVIDIA actually runs the global computing grid. The AI infrastructure isn't stopping and Jensen Huang isn't trading his signature leather jacket for a cardigan anytime soon. The 12 month average tar

🌟🌟🌟 $Oracle(ORCL)$ is absolutely catching up to the first echelon.  It is the comeback story of the decade.  The tech giant that everyone associated with decades old database software is suddenly the coolest one. Oracle has just reported its FY2026 results with an incredible 93% surge in Cloud Infrastructure revenue, hitting USD 5.8 billion for the quarter alone.  This is like strapping a solid booster rocket to a legacy database company. Oracle Cloud Infrastructure or OCI is simply amazing. Its layout lets chips communicate with each other faster than older cloud architectures. Wall Street analysts target price for Oracle is USD 248.15, an upside potential of 75%.  Exciting times are ahead for Oracle! I would not dismiss Orac

🌟🌟🌟Yes the $Microsoft(MSFT)$ rally has legs and it is running on premium AI rocket fuel.  While the rest of the tech world is panicking over whether AI is just an expensive hallucination, Microsoft has just logged its best 3 day market run in 26 years!  It added a record shattering USD 480 billion in market value in a single trading session following its amazing recent blowout quarter results. Microsoft's Azure cloud revenue surged 53% and commercial cloud revenue hit an astounding USD 59.3 billion. Kudos to CEO Satya Nadella for Microsoft's excellent earnings results. @Tiger_comments @TigerStars

🌟🌟🌟Halting a strike does not mean the geopolitical tension has vanished.  It just means the volatility is being stored away for another day.  Buying the dip here under the assumption that global conflicts are solved is a premature move. TACO Trump loves the drama and suspense.  Enjoy the green day but I would keep one eye firmly locked on the exit door, just in case Trump changes his mind and reverse his stance. Expect the unexpected with this market. @Tiger_comments @TigerStars @Tiger_SG @TBlive

🌟🌟🌟 $Intel(INTC)$ recent pullback to USD 91 mark is a great opportunity for patient investors to get on the bus.  Why?  This correction took place despite Intel reporting its fastest quarterly growth revenue in 15 years.  CEO Lip Bu Tan has done a great job in turning around Intel.  Besides the US government is also backing Intel too with a 10% equity stake.  This makes them the largest shareholder of Intel. Intel is definitely a great stock to buy and hold long term.🌈🌈🌈💰💰💰