To The Moon

$Advanced Micro Devices(AMD)$   AMD grew revenue 45% last quarter (44.7% unrounded, my maths). Its guide for this quarter implies 65.5% (my maths; AMD rounds to about 66%). Growth that speeds up at this size is rare. So the useful question is not "how fast". It is "where from", and "how much of it is disclosed". Here is the method first. Then what it shows on AMD. Then the part that should bother you. THE METHOD: THREE CHECKS ON ANY GUIDE Check one. Divide the guide midpoint by the same quarter last year. Not by last quarter. That gives the growth rate the company is actually promising, before its own rounding. Check two. Work out what share of revenue the fastest segment now carries, today and a year ago. If the share jumped, the company

⚠This morning, $UOB(U11.SI)$ registered its largest single-day drop since April 2025 when it tumbled as much as 5.3% on volume that is 14 times more than its daily average, according to Bloomberg 📢The sharp reaction followed UOB’s pre-market third quarter (3Q26) earnings release, where its net income of $1.25 billion missed consensus expectations by 5% However, not all analysts view this pullback negatively ✍Macquarie Research (MQ) summarises the good and bad of UOB’s results and why UOB remains the only bank in Singapore that they have an Outperform rating on Read on for excerpts from the research report published this morning on 4 November 2026, as well as important disclaimers: 3Q26 PATMI S$1.25b, -15% quarter-on-quarter (QoQ) +18%

​If Democrat Gina Hinojosa wins the Texas governorship, the direct transmission mechanism to markets is a freeze on AI infrastructure buildout. ​1. The Policy Pivot • She pledges an immediate moratorium on new datacenter approvals until state laws pass protecting water and grid resources. • Plan includes a special session to retroactively revoke 20-year tax incentives granted to large datacenters back in 2015. • Current status: Governor Abbott paused approvals in September, but markets expect Abbott to lift it post-election. A Hinojosa victory extends the freeze indefinitely. • Worst-case scenario: A Democratic sweep of both the governorship and Senate seats. ​2. The Macro Math • 27% of total US datacenter power capacity (GW) sits in Texas (Wells Fargo / CNBC). • 13.3 GW of already-announc

$UOB(U11.SI)$ shares tumbled on Wednesday (4 Nov) morning, falling as much as -5.5% in their biggest decline since April last year. The sell-off followed third-quarter earnings that missed expectations. Amplifying the move, the UOB 5x Short DLC (YYOW) rose as much as +27.5%, while the UOB 5x Long DLC (WCBW) fell by a similar magnitude. Other bank stocks also came under pressure following UOB’s disappointing results. $DBS(D05.SI)$ fell -1.5% as of 10am Singapore time, dropping below S$70 for the first time since July 2026. Correspondingly, the

The U.S. midterm elections have delivered a dramatic political shift, and Wall Street is already reacting. On November 4, as Democrats secured control of both chambers of Congress, U.S. stock futures initially came under heavy selling pressure. Nasdaq-100 futures fell roughly 2%, while S&P 500 futures dropped as much as 1.2%. Asian semiconductor stocks also declined as investors reassessed the potential impact of a new political landscape on AI infrastructure and technology regulation. But the selloff did not last at the same intensity. As trading continued, Nasdaq-100 futures recovered significantly, narrowing their losses to around 0.7%, while S&P 500 futures also regained part of their earlier decline. Within hours, the market shifted from aggressive selling to a sharp rebound.

Event Recap | Tiger Brokers Singapore | 28 October 2026 Subtitle: Understand Before You Trade: How Options Work, What Drives Their Price, and Why Strategies Like the Straddle Carry Real Costs Are options really as dangerous as people say, or is the real risk not knowing what you are doing? At our latest Tiger Brokers Singapore investment seminar, guest speaker Benedict Lim walked first-timers through three themes: how options work, what makes them cheap or expensive, and the strategies and risks that come with trading them. [About the Speaker] Benedict Lim is the host of one of the largest retail investor meetup groups in Singapore, and a stock market trainer on U.S. options with over 15 years of experience in the stock markets. He is also a veteran of the banking industry, having worked a

Speaker: Benedict Lim, U.S. options trainer and host of one of Singapore's largest retail investor meetup groups, as he introduces strategies for when you are not sure which way a stock will go, and warns about the costs of getting it wrong. [About the Speaker] Benedict Lim is the host of one of the largest retail investor meetup groups in Singapore, and a stock market trainer on U.S. options with over 15 years of experience in the stock markets. He is also a veteran of the banking industry, having worked at top global banks including Standard Chartered, DBS and HSBC, with over a decade as a financial analyst, business analyst and wealth manager. [The Hook] Benedict's logic was simple: sometimes you do not know the direction. Rather than guess, you can set up a position that benefits if th

Speaker: Benedict Lim, U.S. options trainer and host of one of Singapore's largest retail investor meetup groups, as he breaks down how options are priced and what to check before you trade one. [About the Speaker] Benedict Lim is the host of one of the largest retail investor meetup groups in Singapore, and a stock market trainer on U.S. options with over 15 years of experience in the stock markets. He is also a veteran of the banking industry, having worked at top global banks including Standard Chartered, DBS and HSBC, with over a decade as a financial analyst, business analyst and wealth manager. [The Hook] After the basics, a natural question: why do some options cost so much more than others? Benedict's answer split an option's price into two parts and then gave a short checklist of

Speaker: Benedict Lim, U.S. options trainer and host of one of Singapore's largest retail investor meetup groups, as he explains options from scratch for first-timers using one simple idea: buying a house. [About the Speaker] Benedict Lim is the host of one of the largest retail investor meetup groups in Singapore, and a stock market trainer on U.S. options with over 15 years of experience in the stock markets. He is also a veteran of the banking industry, having worked at top global banks including Standard Chartered, DBS and HSBC, with over a decade as a financial analyst, business analyst and wealth manager. [The Hook] Benedict opened by tackling the reputation head-on: options are called dangerous, but he argued the danger comes from not knowing what you are doing. Driving a car is dan

Weekly Report: Key Views Hello everyone, and welcome to another edition of our Macro Strategy Weekly. Each issue features market strategy insights from selected contributors with relevant professional expertise. We also track how their views perform each week. Here is a preview of this week’s key ideas: 1. Divided Government Could Restrict Policy Progress and Reduce Uncertainty Following the Republicans’ loss of their majorities in both chambers of Congress in the midterm elections, Trump will face greater constraints and more negotiation over policy during the following two years. This may reduce policy efficiency, although it could also limit the market impact of unexpected measures and create a more stable environment. 2. AI Investment Is Driving a Valuation Reset, With Limited Evidence

DBS shares fell over the week, yet the Prestige champion realised nearly S$480K in profits from the stock! The runner-up booked gains in both Micron and SK hynix during a week marked by a major memory-chip earnings release. What can investors learn from these two performances? Quick recap of last week's rankings: Prestige Top 3: 🥇@10c09cbb, 🥈@erickhoosg , 🥉@Lingg07 Elite Top 3: 🥇@ootnitsuj , 🥈@Bryantjx , 🥉@yfl32 Team Top 3: 🥇DCA, 🥈Wheelers, 🥉K