$Taiwan Semiconductor Manufacturing(TSM)$ Given the recent push for greener industry, many of the heavy industry players like Shell, Exxon mobile have announced plans to move their operations to lower cost countries. With such a shift, Singapore has to identify new industry or expand existing manufacturing base to fill up the gap. One key industry is semiconductor fabrication plants. It's considered relatively light industry given that its able to site near residential areas, the only consideration is the blast radius for it to be away from places where there is high vibration, which our tradition heavy industrial area may not be suitable. As Singapore government continues to set aside land for such needs, we will see the companies expa
$STLA 20260116 13.0 CALL$ a stellantis call I did when the stock was 12.50. I had a feeling market was pumping it up to dump, because when it was at a PE of 3, this stock could barely stay at 14. And now it has a PE of 8 and the stock is close to 13 dollars? In the short term its prime for a drop. Its P/B is really low and with a book value per share of 28, stelkantis is oversold. BUT Management sucks, they double down on crappy investments and divest from their profitable ones. They are riddles with strikes so their work force reliability is questionable. Their ROA is so low that their large assets don't make much of a boon in fact one could make the argument that such menial returns could be seen as depreciation of th
$IFAST(AIY.SI)$ just got into an agreement with Thailand ! A big win for the company as they can open up in Thailand . Will the company surpass expectations this time round and report good results in the next quarter? Vested in the stock as I believe they will hit the target of 100B assets under management target by 2030 . At current prices now of 7.35 , with 25 B aim , this will mean a very conservative price of 20 sgd for 100B aum . Just buy and hold all the way
How to buy Tesla at the bottom? Use the Buy Write strategy with Duan Yongping
Duan Yongping, a famous investor, once shared his operation case of Nvidia stock on the Xueqiu platform, providing us with a vivid example of Buy Write strategy. Briefly, he bought 100,000 Nvidia shares at a price of US $116.76, and at the same time sold the corresponding 1,000 call options, each receiving a premium of US $2,427. The option exercise price was US $120, and the expiration date was set March 20, 2026. He himself vividly described this operation as "92.5 to buy NVDA, but the delivery will be delayed by one year." This strategy enabled him to lock in part of the income while reducing the cost of holding positions, becoming a typical case of long-term stable investment.Tesla Buy Write Strategy and Profit and Loss AnalysisIn options trading, the Buy Write strategy (buying stocks
Singapore Depositary receipt(SDR) is it worth investing
SDRs are financial instruments traded on the Singapore Exchange (SGX) that represent ownership in shares of foreign companies, such as those listed in Thailand or Hong Kong. They allow Singapore-based investors to invest in overseas stocks conveniently, with trades settled in Singapore dollars (SGD), avoiding direct foreign exchange costs and overseas trading fees. Potential Benefits Convenience and Cost Savings: SDRs are traded in SGD, so you don’t need to deal with currency conversions or international brokerage accounts, which can reduce costs. Access to Regional Markets: SDRs provide exposure to growing companies in markets like Thailand (e.g., Airports of Thailand, CP All) and Hong Kong (e.g., Tencent, BYD), which might not be easily accessible otherwise. Diversification: They allow y
0DTE Options Volume Bigger Than Ever: Why Traders Prefer OTM Now Last week, the three major indices all closed with weekly gain. $DJIA(.DJI)$ rose 1.2%, $S&P 500(.SPX)$ gained 0.51%, and $NASDAQ(.IXIC)$ increased by 0.17%. The latter two avoided a fifth consecutive week of declines. Despite highly anticipated unveiling of its robots and new AI chips at GTC, $NVIDIA Corp(NVDA)$ disapointed the market and closed the week with a 3.26% decline. Recent
Here's 5 companies that have growing revenue rates AND great margin expansion.
Not many companies have growing revenue rates AND great margin expansion. Here's 5 that do 👇1. Palantir | $Palantir Technologies Inc.(PLTR)$ NTM EV/Sales: 53.0x Revenue growth Q4 23: 19.6%Revenue growth Q4 24: 36.0% Margins have expanded from 4.4% in 2022 to 9.6% in 2024. Safe to say there's no company that has executed as well as $PLTR over the last 24 months.2. Lemonade | $Lemonade, Inc.(LMND)$ NTM EV/Sales: 3.4x Revenue growth Q2 24: 16.7% Revenue growth Q4 24: 29.6% Net income margin is booming at $LMND as they scale up. They are currently already FCF profitable and expect EBITDA profitability in 2026 and net income profitability in 2027.3. Shopify | $Shopify(SHO
1. $Advanced Micro Devices(AMD)$ – Is The Bottom FINALLY In? Since the beginning of March, AMD has been consolidating above 95, with the dip under 100 looking like a classic bear trap to shake out weak hands and attract shorts. Now trading near 114, the demand zone has held strong, signaling that the bottom may be in.A break above 124 would be the confirmation bulls need, opening the door for a steady grind back to 150-164. Beyond that, clearing 164 can set us up for a 200 test again. $VanEck Semiconductor ETF(SMH)$ is also approaching 240, reinforcing the idea that the semiconductor sector as a whole has likely found a floor. Watching $SMH alongside $AMD will be key in gauging relative strength and sector
Tesla Sees Declining Put Option Open Interest as Shares Jump $Tesla Motors(TSLA)$ investors and speculators pared their holdings of put options before shares posted their biggest one-day jump in almost five months on Monday amid optimism for a recovery in the electric vehicle maker’s sales in China. The latest data had open interest of 3.82 million contracts. Put options that give the holders the right to sell Tesla shares at a specific strike price have declined from its 10-day average of 4.37 million contracts, according to exchange data compiled by Bloomberg. The EV giant plans to release its smart-driving assistance feature in China after completing the China regulatory approval process, Reuters
$POP MART(09992)$Pop Mart’s earnings potential lies in its strong IP portfolio and high-margin blind box model. The company’s ability to create viral products and cultivate collector loyalty drives repeat sales and premium pricing. Unlike Mixue’s price-sensitive market, Pop Mart benefits from emotional attachment and brand exclusivity. Expanding globally and licensing popular IP could unlock further growth. If Pop Mart sustains its creative momentum, earnings could surprise to the upside!
$NVIDIA(NVDA)$$Alphabet(GOOGL)$$Micron Technology(MU)$ Anyone can say anything , but I’m about to pull a Houdini on $NVDA and short it to $98. I’ll start loading up between $128-$135, eyeing that sweet $98-$90 zone. And when that happens, $Google and $MU will come waltzing into my zone, ready to buy and load up for the long haul. I'll just kick back, buy some shares, and let the market throw me a year-long vacation.
Quadruple witching typically brings heightened volatility as stock options, index options, futures, and futures options expire simultaneously. 0DTE (zero days to expiration) options could see sharp price swings, creating both quick profit opportunities and higher risk. A momentum-based strategy could work if volume and direction align, but whipsaws are common. Tight stop-losses and disciplined risk management are crucial. Betting on 0DTE might pay off if market sentiment shows a clear trend — otherwise, staying on the sidelines could be safer.
$POP MART(09992)$Pop Mart’s new high reflects growing demand for collectible toys, especially among Gen Z. Molly and Labubu’s popularity signals strong brand loyalty and effective IP monetization. If Pop Mart sustains this momentum through new releases, global expansion, and collaborations, the growth could continue. However, market saturation and shifting consumer trends pose risks. Monitoring sales data and new product launches will reveal if this is a lasting trend or a temporary pop culture wave.
$TENCENT(00700)$$PDD Holdings Inc(PDD)$Tencent’s low valuation reflects cautious sentiment despite stable fundamentals, while PDD’s strength highlights market confidence in its growth trajectory. If Tencent’s earnings stabilize and regulatory pressure eases, its undervaluation could present a buying opportunity. However, PDD’s momentum-driven rally suggests the market favors high-growth names over value plays. Balancing growth potential with valuation support might be the key — Tencent for long-term value, PDD for short-term momentum. Monitoring earnings and sector trends will clarify the better bet.
$CSOP MAG7(03454)$The Mag 7’s valuation drop could present a buying opportunity if earnings growth and market dominance remain intact. Strong balance sheets and continued innovation support long-term upside. However, rising rates and macro uncertainty could pressure valuations further, suggesting patience might pay off. Technical support levels and earnings guidance will be key indicators. Buying partial positions on weakness could balance exposure while leaving room for better entry points if volatility persists.
$Intel(INTC)$Intel’s recent pullback has raised questions about whether its foundry business should be split to unlock more value. A separation could allow the foundry division to focus on its own growth and investments, without the legacy of Intel’s core semiconductor business. It might attract more specialized investors and streamline operations. However, splitting could also create execution risks, reduce economies of scale, and complicate Intel’s integrated approach. The decision hinges on how the foundry business evolves and whether it can stand independently in a competitive market.