To The Moon

Despite the recent sell-off driven by heightened geopolitical risks, global equity markets have proven more resilient than many investors expected. While volatility is likely to persist in 2026, we believe pockets of opportunities are emerging amid the uncertainty. How can investors position themselves to capitalize on these opportunities using DLCs? What is the outlook for the Singapore, U.S., and China markets? Join @Tiger_James Ooi , Market Strategist at Tiger Brokers Singapore, and Marcus Ng, Vice President at Societe Generale, @SG DLC News as they discuss trading opportunities in SGX-listed DLCs. Register the Exclusive Seminar via:

Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-quarter GDP grow

Executive Summary Filed mid-May 2026 · As at March 31, 2026 · Five Investors · One Signal Map An AI-generated image thanks to Gemini The Problem 13F filings arrive with a 45-day lag. By the time retail investors read the news, the smart money has already moved. The signal is real — but it needs context to be actionable. What We Observed Five investors with radically different styles all filed Q1 2026 13Fs in mid-May. The aggregate picture reveals diverging bets — particularly on Big Tech, energy commodities, and the coming economic cycle. Key Finding Buffett is simplifying aggressively (GOOGL in, AMZN/UNH out). Ackman is rotating into MSFT just as Li Lu holds GOOGL steady. Pabrai is doubling down on cyclical hard assets. Nobody is buying the same thing — which is the most interesting signa

Good review on ELLY vs HIMS by @Koolgal.

Bullish on semiconductor stock!

Micron, SanDisk and Western Digital shares are on the bull run these few weeks. How far can it go? Many are on the watch and see attitude. Beware of dot.com bubble burst

As of May 10, 2026, $JD.com(JD)$  is currently in its "quiet period" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the "analysis summary" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health & Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con

This earnings season feels less like a simple “good or bad quarter” market and more like a separation test. Some stocks are getting rewarded for real execution, while others are being punished because expectations were already too high. I’m watching for the names where guidance, margins and positioning matter more than the headline beat or miss. Which stocks are people here watching most closely right now, and why?

Looks like AI and tech are still trending going into this week. A snapshot on the upcoming earnings for this week. 

$MARA Holdings(MARA)$ is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. ​Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). ​Earnings Expectations (Q1 2026) ​The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. ​Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). ​Estimated Revenue: Approximately $184.21 million. ​Key Themes: ​Strategic

This stock is not really suitable for day trading

$Barrick Mining Corporation(B)$, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial & Operational Su

Over 30% jump on Datadog stock after earnings earnings because of SAS

Recently, the S&P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr

$微软(MSFT)$   Microsoft’s 3QFY26 report is not only about strong cloud growth. The more interesting point is the pricing shift: from a per-user model to a user-plus-usage model. That could matter for how AI products are monetized over time. Key numbers: Revenue: US$82.9bn, +18.3% YoY Operating income: US$38.4bn, +20% YoY Azure growth: +40% YoY Microsoft 365 Copilot paid seats: 20mn At the same time, AI capex remains heavy. 3QFY26 capex reached US$31.9bn, with around two-thirds spent on GPUs and CPUs.

$ON Semiconductor(ON)$ reversed early losses to trade higher following its earnings report. While guidance exceeded Street estimates, the overall market reaction remained measured. The report highlighted two undervalued signals: first, the automotive cycle posted its first year-over-year (YoY) growth in seven quarters, signaling a potential (though not yet full-scale) recovery. Second, revenue from AI data center power chips surged +30% quarter-over-quarter (QoQ), far outstripping management's own "high-teens" forecast. This segment is expected to double in 2026, suggesting ON’s data center narrative is materializing faster than anticipated. Key Financials Revenue: $1.51 billion, slightly beating Street estimates of $1.49 billion (+1.3%). Gross Marg

$PayPal(PYPL)$ closed down -7.7% ($50.39 → $46.49) on earnings day. While the financial figures were solid, the market remains focused on the strategic vision of the new CEO. As Goldman Sachs noted: "The numbers themselves are not in dispute; all eyes are on the conference call for the new CEO's strategic direction." PayPal announced a reorganization of its business lines (Checkout, Venmo, Payment Processing + Crypto, and Other) alongside a $1.5 billion cost-savings initiative. The market's primary concern is not this quarter’s performance, but whether the "next chapter" can deliver a compelling new growth logic. Key Financials Revenue: $8.353 billion, beating consensus of $8.05 billion (+4%). Adj. EPS: $1.34 (GAAP $1.21), beating consensus by app

$Pinterest, Inc.(PINS)$ closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations. The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth. Key Financials Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations. Q1 EPS: $0.27. FY26 EPS: Revised upward to $1.84 (from $1.76). Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaini

Goog is the one!!

Earnings are exceptional.

Despite the recent sell-off driven by heightened geopolitical risks, global equity markets have proven more resilient than many investors expected. While volatility is likely to persist in 2026, we believe pockets of opportunities are emerging amid the uncertainty. How can investors position themselves to capitalize on these opportunities using DLCs? What is the outlook for the Singapore, U.S., and China markets? Join @Tiger_James Ooi , Market Strategist at Tiger Brokers Singapore, and Marcus Ng, Vice President at Societe Generale, @SG DLC News as they discuss trading opportunities in SGX-listed DLCs. Register the Exclusive Seminar via:

Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-quarter GDP grow

Executive Summary Filed mid-May 2026 · As at March 31, 2026 · Five Investors · One Signal Map An AI-generated image thanks to Gemini The Problem 13F filings arrive with a 45-day lag. By the time retail investors read the news, the smart money has already moved. The signal is real — but it needs context to be actionable. What We Observed Five investors with radically different styles all filed Q1 2026 13Fs in mid-May. The aggregate picture reveals diverging bets — particularly on Big Tech, energy commodities, and the coming economic cycle. Key Finding Buffett is simplifying aggressively (GOOGL in, AMZN/UNH out). Ackman is rotating into MSFT just as Li Lu holds GOOGL steady. Pabrai is doubling down on cyclical hard assets. Nobody is buying the same thing — which is the most interesting signa

Recently, the S&P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr

$Barrick Mining Corporation(B)$, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial & Operational Su

As of May 10, 2026, $JD.com(JD)$  is currently in its "quiet period" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the "analysis summary" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health & Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con

We are currently in the midst of an AI boom, with many predicting that it will have a bigger impact on the economy and the stock market than electricity did! $NVIDIA(NVDA)$ has been the poster child of this new AI revolution, as AI start-ups and cloud hyperscalers are spending hundreds of billions of dollars on GPUs. While Nvidia became rich by selling AI picks and shovels, $NEBIUS(NBIS)$ aims to become rich by being an AI refinery and processor. In gold mining, after miners have used picks and shovels, before gold can be of any use, it must be refined and processed. Similarly, raw GPU power (picks and shovels) is not enough. To deliver great AI services, companies need to refine AI to make it faster, m

Today, let’s talk about one of the hottest topics in the investment world recently: the sharp rally in the U.S. semiconductor sector. It is fair to say that, whether we look at the fundamentals and financial data or at market price performance, the semiconductor sector has become a major driver of the recent rise in U.S. equities, and arguably the dominant one. As we all know, in the recent performance of U.S. equity gains, large technology companies—especially the SOX Philadelphia Semiconductor Index—have delivered the largest share of the market’s beta gains. At the same time, in the upward revisions to average earnings-per-share expectations for the S&P 500, semiconductor names such as Nvidia and Micron have also made the biggest contributions. However, even in last week’s market ra

$MARA Holdings(MARA)$ is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. ​Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). ​Earnings Expectations (Q1 2026) ​The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. ​Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). ​Estimated Revenue: Approximately $184.21 million. ​Key Themes: ​Strategic

The Great Divide: Team Google & Amazon vs Team Meta & Microsoft  🌟🌟🌟The Great Divide of April 2026 refers to the massive split in how investors are reacting to Capital Expenditure or Capex across the 4 tech giants - Team Google & Amazon vs Team Meta & Microsoft.  While all are spending historic amounts on AI infrastructure - totalling a projected USD 725 billion for 2026, only 2 are currently showing immediate financial "receipts" to justify it. Team Google & Amazon  $Alphabet(GOOG)$  and $Amazon.com(AMZN)$  are the current winners because their AI spending is directly fueling massive growth in their Clou

Ticker: $Robo.ai Inc(AIIO)$  $Palantir Technologies Inc.(PLTR)$  $NVIDIA(NVDA)$  $Rivian Automotive, Inc.(RIVN)$  Market Segment: AI Infrastructure / Machine EconomyWall Street frequently misprices companies undergoing structural reorganizations, particularly when GAAP (Generally Accepted Accounting Principles) metrics are distorted by one-time legacy cleanups. For Robo.ai (NASDAQ: $AIIO), the FY2025 annual report represents a classic "inflection point" where accounting noise masks a fundamental shift in operational strength. To accurately value $AIIO, investors should look beyond

Hey Tigers! 🐯Is the AI supercycle entering a new phase? While Big Tech pours unprecedented billions into silicon and steel, the market is starting to ask the tough questions: Where is the ROI? From $Tesla Motors(TSLA)$ "Terafab" to the massive infrastructure spend by hyperscalers, we are witnessing a historic pivot. This week, our community experts break down whether we are buying a future platform or just funding an expensive R&D race.Let's dive into the insights that matter! Let's rewind to the three sharpest takes from EV_Dig, Mkoh and xc__:1. $TSLA Ener

In the last two days of April, the most concentrated earnings window for the tech sector has arrived. $Microsoft(MSFT)$, $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Meta Platforms, Inc.(META)$ will all report after market on April 29, followed by AAPL on April 30. This is not just a quarterly data update — it is a collective test of one core question: Has AI spending actually translated into real revenue? 1. $MSFT: Can Azure justify a $24B capex surprise? Azure Q3 growth expectation: ~38% Citi & Morgan Stanley modeling: 39% The gap looks small, but the real “powder keg” is Q4 capex guidance. Citi expects $40B cap

This week marks the most anticipated synchronized earnings audit in recent memory. Microsoft, Meta, Amazon, Alphabet, and Apple drop results almost back-to-back, delivering the market’s first comprehensive look at whether the trillions in AI-related hype are finally translating into real returns. The five giants have collectively poured over $100 billion into AI infrastructure over the past two years — now comes the moment of truth on cloud acceleration, ad monetization efficiency, and whether capex is starting to pay off in margins. 😤 Two big battles dominate the narrative: Cloud growth supremacy (Azure vs AWS vs GCP) Advertising efficiency and ARPU leverage (Meta vs Google) Apple stands somewhat apart, with supply chain risks and the John Ternus CEO transition adding standalone uncertai

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.63%* Looking ahead, the FOMC meeting in the coming week is widely expected to deliver another rate pause amid ongoing Middle East tensions, with no updated SEP released. According to HSBC, with this likely being Fed Chair Powell’s final meeting and Chair‑nominee Kevin Warsh’s confirmation timing uncertain, markets are taking limited policy signals, leaving near‑term moves largely driven by geopolitical headlines. Despite the geopolitical headlines, we expect CSOPUMM to continue delivering stable yields in the near-term. * Data as of 2026/04/24. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑1.46% As of 24 April 2026 (Fri), $CSOP iEdge SREIT

Last Week's Recap1. NASDAQ +1.5% on Semis, but Consumer Sentiment Cracks Below 50: Weekly WrapSlowing down — U.S. indexes flattened after three straight weekly records. The NASDAQ rose 1.5% (semis-led), the S&P 500 edged up fractionally, and the Dow slipped slightly.Energy shocks — Middle East tensions pushed U.S. crude to ~$95/bbl (from ~$83), though still well below the April 7 peak of ~$113.Top-heavy earnings — The Magnificent Seven are expected to deliver Q1 EPS growth of 22.8% vs. just 10.1% for the rest of the S&P 500, per FactSet.Growth tops value — Growth stocks outran value for a fourth straight week, gaining 16% over the stretch vs. 8% for value, narrowing value’s YTD lead.Retail rebound — March retail sales surged 1.7% (fastest in 3+ years), but the jump was largely gaso

$Blackstone Group LP(BX)$ is scheduled to report its fiscal Q1 2026 earnings on Thursday, April 23, 2026, before the market opens. After a rough start to the year for the stock, the focus has shifted from simple growth to the resilience of their private credit and data center portfolios. Here is a breakdown of what to expect and the levers that will move the price. The Numbers: Estimates & Forecasts EPS (Adjusted/Distributable): Consensus is roughly $1.19 to $1.33. Revenue: Expected around $3.01B to $3.4B. Recent Momentum: Blackstone provided an intra-quarter update in late March, noting realized performance revenues in excess of $680 million for the first ten weeks of the year, signaling that exit activity (selling assets) started the year on a

$BlackRock(BLK)$ is confirmed to report its Q1 2026 earnings on Tuesday, April 14, 2026, before the market opens. Following a record-breaking 2025 where Assets Under Management (AUM) crossed the $14 trillion mark, this report will be a critical barometer for the broader financial services sector and the health of institutional capital flows. Q1 2026 Earnings Expectations Consensus EPS Estimate: $12.01 – $12.06 (representing ~6% to 7% YoY growth). Consensus Revenue Estimate: $6.62 billion (a projected ~25% YoY increase). Recent Momentum: BlackRock has an average earnings surprise of 8.2% over the last four quarters. However, recent analyst sentiment is mixed, with the Zacks Consensus Estimate being revised downward by 1.7% in the week leading up to

GOOGL’s Two-Front War: Will the TPU 8 Split Finally Dethrone Nvidia and OpenAI? Google just drew a massive line in the silicon sand at Cloud Next 2026. By launching the 8th-gen TPU with a hard architectural split—the TPU 8t for heavy-duty training and the TPU 8i dedicated purely to inference—Google Cloud is aggressively attacking the most expensive bottlenecks in AI. Paired with a massive "Gemini Enterprise" rollout focused on AI agents, the narrative is suddenly shifting. The market is now forced into a high-stakes debate: is Google finally executing a masterstroke to undercut Nvidia on compute costs and rival OpenAI in the enterprise, or is this just another incredibly expensive game of catch-up? Let’s break down the implications for GOOGL’s valuation and the broader AI trade. 1️⃣ The "8

The NASDAQ had a solid session on friday, climbing about 255 points (just over 1%). Momentum in tech remains strong, and the conversation with clients has shifted noticeably from late last year. The big question now isn’t just whether companies are spending on AI infrastructure—it’s whether that massive CapEx is finally translating into real monetization, and whether those gains are spreading beyond the usual Big Tech suspects. We’re already seeing early signs of that spread with names like $Intel(INTC)$  and $Cisco(CSCO)$  , and the market is actively debating the “Software-as-a-Goose” trade after moves in ServiceNow and others this week. Next week is going t