A new year begins. If investing were a horse race, what kind of horse are you? Pick your 2026 investing identity. The explosive dark horse chasing multi-baggers? The long-distance thoroughbred compounding quietly for years? Or the steady workhorse focused on dividends and stability? output0.png 🐎 How to Join Comment below with: Your investing “horse type” + One short reason why Choose your camp: 1️⃣ Dark Horse Hunts undervalued, high-upside plays. 2️⃣ Long-Distance Horse Believes in long-term compounding and core holdings. 3️⃣ Steady Horse Focused on dividends and consistent returns. Example: Dark Horse — Volatility is opportunity. I look for mispriced growth. Reward 🎁 Participation: 5 Tiger Coins 🏆 Top 10 most compelling responses: 188 Tiger Coins

Today is the 4th Day of the Lunar New Year, traditionally known as the "Day of the Sheep." It is a significant day for welcoming back the deities and the Kitchen God to the mortal realm. As we prepare for the "Opening of Fortune's Door" on the 5th day, Day 4 marks the time to organize our hearts and businesses for a prosperous start. In the Year of the Horse, nothing warms the heart like a reunion meal filled with blessings. Whether it is the Yee Sang (Prosperity Toss) for a "high-flying" year or a massive Pen Cai (Treasure Pot) symbolizing "overflowing pockets," which dish is the "Lead Horse" of your table? Share a snapshot of your reunion feast and celebrate the vibrant flavors of Nanyang with our community! 📸 How to Join Leave a comment with a photo of your dish: Your CNY Dish Photo + N

Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing. With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s "curtain call"—it serves as a massive question mark: In the AI-driven world of 2026, is Big Tech still the place to be? 1. Contradictory Signals: The Oracle Retreats, Institutions "Underweight"? Buffett’s moves remain characteristically decisive and defensive: $Apple(AAPL)$ was trimmed for the third straight quarter, and Amazon was slashed by a staggering 77%. Increased stakes in $Chevron(CVX)$ and

There’s a Chinese proverb: “A great horse needs a great scout.” — meaning great potential still needs someone sharp enough to spot it early. As 2026 kicks off, markets are already shifting. AI is being re-priced. Defensive sectors are breaking out. Small caps are stirring. Which stock will be the first true “dark horse” of the year? Is it an AI leader quietly compounding? A value stock primed for re-rating? Or an overlooked small-cap ready to sprint? We invite you to be the scout. 🐎 How to Participate Comment below with: A stock ticker A short reason why you believe it’s a 2026 dark horse Example: PLTR — As it falls a lot, strong AI commercialization and earnings may reset in 2026. output0.png 🎁 Rewards 🎖 Participation: All valid comment would receive 5 Tiger Coins 🏆 Gold Scout Award: Top

Just a few months ago, we were all riding the "AI-phoria" (AI euphoria) wave. Now, the market seems to have flipped into "AI-phobia" (AI fear) mode almost overnight. With the $NASDAQ(.IXIC)$ dropping over 2% last night and tech giants stalling, giants like Walmart and Coca-Cola are quietly hitting new highs. Is this a turning point for the bull market? Should we be shifting our portfolios toward defensive sectors? 1. The AI "Reaper" is Looking for Losers The logic has shifted. Previously, everyone believed AI would change the world; now, everyone is worrying: Whose rice bowl is AI going to break? This anxiety is spreading from traditional software into the $10 trillion information services market, including finance, real estate, logistics, and la

One of the hottest topics in the AI world lately is the sudden emergence of Clawdbot (OpenClaw). In the past, our workflows required humans to switch between different SaaS tools. Clawdbot is changing the game: it can directly take over tasks via APIs or automation scripts. When AI can deliver results directly — without you even opening a UI — will traditional SaaS software gradually be reduced to little more than backend databases? The deeper concern lies in business models. The core SaaS logic of seat-based pricing is facing potential disruption. If one AI agent can do the work of ten employees, will companies still pay for ten software licenses? Last week’s broad pullback in SaaS stocks may have been an early market reaction to this kind of “dimensionality reduction” threat. Earnings Di

This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a "domino effect" across the board: $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%. $Microsoft(MSFT)$ : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level.

This week, the U.S. stock market has been nothing short of gruesome—a literal bloodbath and a frantic stampede. The Fear & Greed Index has now officially retreated into "Fear" territory. After a massive run-up, capital is fleeing the sector. $SanDisk Corp.(SNDK)$ plunged 15.95%, $Western Digital(WDC)$ dropped 7%, and $Micron Technology(MU)$ fell over 9%. $NVIDIA(NVDA)$ fell over 3%, marking a four-day losing streak with a cumulative loss of nearly 10%. AppLovin tanked over 16%, leading a broader retreat in AI application software. $Bitcoin(BTC.USD.CC)$ slid below $70,000,

Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So

This week, $Alphabet(GOOG)$, with a market cap exceeding $4 trillion, and $Amazon.com(AMZN)$, currently streamlining its organization, will take center stage. This time, the market is looking beyond "Large Model" narratives to focus on real margins and ROI.$Alphabet(GOOG)$: The "Harvest Season" of Full-Stack AIPower of Gemini 3.0: BofA expects Search growth to rise to 15% (from 13%), driven by higher conversion rates from AI Search.Cloud (GCP) Acceleration: With self-developed TPUs (70% unit cost reduction) and mega-deals like Anthropic, Cloud has become the fastest growth engine.Apple Endorsement: The AI partnership with Apple is seen as a ultimate validation of

Recent market performance has left many tech investors disheartened. Compared to last year's widespread euphoria, the semiconductor sector seems to have been "abandoned" by the market, with capital fiercely flowing towards the latest market darling – the memory section. While memory giants like Hynix and Micron reap huge profits from AI server demand, logic chip and architecture powerhouses are grappling with "growth premium" scrutiny. This week, AMD, SMCI, Qualcomm, and ARM, four companies at the center of the storm, will release their earnings reports. From "Storytelling" to "Order Books" $Advanced Micro Devices(AMD)$:Challenging NVIDIA as the "Number Two Player" The market is no longer satisfied with Lisa Su showcasing the MI455 chip; they want

January trading has come to a close! While the three major U.S. indices finished in the green, the "Precious Metals Massacre" and the major leadership change at the Fed made this a highly unusual start to the year.January Recap: S&P's "January Barometer," but Tech is Lagging?In terms of historical win rates, January lived up to its reputation:$S&P 500(.SPX)$: Up 1.37% (consistent with its 62% win rate since 1928).$Dow Jones(.DJI)$ : The strongest performer, gaining 1.73% as value and blue-chip stocks took the lead.$NASDAQ(.IXIC)$: Up only 0.95%, looking noticeably sluggish.Despite the "January Barometer" flashing a green light for the year, the underperf

$Palantir Technologies Inc.(PLTR)$ will release earnings on Monday. Wall Street currently expects Q4 EPS of $0.23 and revenue of $1.34 billion, representing YoY growth of 64% and 62%. Notably, consensus revenue estimates now exceed Palantir’s own prior guidance, suggesting the market is already pricing in a beat. As a result, attention may shift quickly to 2026 outlook, particularly U.S. commercial growth and free cash flow trends. Whether Palantir is approaching its “Google moment” The tone set by CEO Alex Karp and CFO Ana Soro on guidance will be critical. Since its Q3 earnings, $Palantir Technologies Inc.(PLTR)$ has pulled back roughly 20%, yet analyst consensus estimates for future earnings have not b