Mkoh
Mkoh
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avatarMkoh
02-02 22:53
avatarMkoh
01-29
$Microsoft(MSFT)$ picking up when sentiments are bad. This is for long term holding 
avatarMkoh
01-29
avatarMkoh
01-28
TSLA-C MSFT-B APPL-B META-C (TSLA) – Q4 2025 Consensus: Revenue ~$24.75–$24.8B (down ~3–4% YoY); EPS ~$0.33–$0.45 (down 30–50% YoY). Deliveries down ~16% YoY amid competition and demand weakness; Energy storage a bright spot. Watch: FSD/Robotaxi/Optimus updates and tough 2026 outlook. (MSFT) – Fiscal Q2 2026 Consensus: Revenue ~$80.2–$80.3B (up ~15% YoY); EPS ~$3.88–$3.92 (up ~20% YoY). Azure growth in mid-to-high 30s% (constant currency) from AI/Copilot demand. Key: Capex rise and ROI amid heavy AI investments. (AAPL) – Fiscal Q1 2026 (Dec quarter) Consensus: Revenue ~$138–$139B (up ~10–12% YoY); EPS ~$2.65–$2.67 (up ~10–11% YoY). Strong iPhone holiday sales and Services drive rebound. Focus: China trends, AI/Siri progress, and forward catalysts. META – Q4 2025 Consensus: Reven
avatarMkoh
01-24
$NVDA 20260123 160.0 PUT$ full premium at expiry 
avatarMkoh
01-23
Whether you should open more 0DTE positions depends on your risk appieitey. Here’s the breakdown to help you decide. 1. The 0DTE Opportunity The primary reason to trade 0DTE on Mondays and Wednesdays is to capture hyper-accelerated time decay (Theta).  Income Frequency: Instead of waiting a month for an option to expire, you can collect premiums 252 days a year. Limited Overnight Risk: Since you enter and exit on the same day, you aren't vulnerable to "gap downs" or "gap ups" caused by news that breaks while the market is closed. Low Capital Requirement: 0DTE options are much cheaper than longer-dated ones, providing massive leverage.  The Middle Ground: Many traders in 2026 are using 0DTE-based ETFs (like $QDTE or $XDTE). These funds do the 0DTE selling for you, providing
avatarMkoh
01-23

Abott ABT US earnings recap and the sharp market correction in share price

Abbott Laboratories (ABT) reported its Q4 2025 earnings (for the quarter ended December 31, 2025) on January 22, 2026, with the following key results:Revenue: $11.46 billion, up 4.4% year-over-year on a reported basis and +3.0% organically. This missed Wall Street consensus estimates of around $11.8 billion (a shortfall of roughly $340 million). Adjusted EPS: $1.50, in line with (or slightly beating) analyst expectations, up about 12% from the prior-year quarter. Full-year 2025: Revenue ~$44.3 billion (+5.5–5.7% organic), adjusted EPS $5.15 (+10%). The market reaction was sharply negative, with ABT stock dropping significantly in trading on January 22, 2026 — declines reported in the range of ~5–10% (pre-market to intraday, with some sources noting peaks around 10–11% at points, closing lo
Abott ABT US earnings recap and the sharp market correction in share price
avatarMkoh
01-21
avatarMkoh
01-20

2026 the year for Singapore equity to outperform

Finding value in the Singapore market (SGX) often feels like hunting for a reliable, old-fashioned timepiece—you aren't looking for the flashiest digital gadget, but something with a solid "movement" that will tick for decades. In 2026, the Singapore market has transformed from a purely "defensive" play into a surprisingly resilient growth engine. With the Straits Times Index (STI) recently crossing the 4,800 mark, the easy gains have been made, but for the long-term investor, "margin</
2026 the year for Singapore equity to outperform
avatarMkoh
01-19
family, connection and money. the year to simplify my finances to spend more time with my family and friends. Money is a the ultimate tool for us to achieve our lives goal
avatarMkoh
01-17

Using options to trade Microsoft with long term bullish view

Here's a no-fluff take on how someone with a long-term bullish view on Microsoft (MSFT) can play the earnings announcement using options The Big Picture MindsetYou already believe MSFT is going higher over the next 6–24 months. Earnings is just a potential catalyst (or speed bump). Your goal isn’t to bet the farm on one print — it’s to get a little extra juice if things go your way, while keeping most of your risk controlled. Three Practical Ways Long-Term Bulls Often Play Earnings1. The “I’m already long and want more upside with limited extra risk” playBull Call Spread (debit spread) bought a few days before earningsBuy a call closer to the money (say current price $460 → buy the 465 or 470 call) Sell a further OTM call (say 490, 500 or even 510 depending on how greedy you feel) Usually
Using options to trade Microsoft with long term bullish view
avatarMkoh
01-16
Short take: Probably not a great trade for 2026 — at least not yet.The proposed 10% cap on credit card rates would seriously hurt the biggest earners in the space (think Capital One, Amex, Discover, even some of the big banks’ card divisions). That’s a massive hit to their highest-margin business, and the market already priced in a pretty ugly reaction when Trump floated it.If the cap actually gets passed and sticks for the full year, I’d expect more pain and lower multiples for those names. On the flip side, if it gets watered down, delayed, or quietly killed in Congress/bureaucracy (which is very possible), then the stocks could bounce hard from these depressed levels.Right now it feels more like a high-risk “fade the fear” play than a clean bullish setup. I’d wait for more clarity befor
avatarMkoh
01-16
avatarMkoh
01-15
avatarMkoh
01-14

Monetizing the AI Boom: Strategies to Justify Soaring Capital Expenditures in 2026

Look, I’ve been following this AI gold rush pretty closely, and right now it feels like we’re watching the most expensive bet in tech history play out in real time.The numbers are honestly insane. The biggest cloud players — think Amazon, Microsoft, Google, Meta — are burning through something like half a trillion dollars in capital expenditures over just two years. We’re talking new data centers popping up faster than anyone can count, insane power deals, custom chips, whole new grids being planned… it’s like the entire industry decided to build the next decade of computing all at once.And the question everyone (including me) keeps asking is:Okay… but how are they actually going to make that money back?Here’s what I’m seeing in early 2026 — the realistic ways companies are starting to tur
Monetizing the AI Boom: Strategies to Justify Soaring Capital Expenditures in 2026
avatarMkoh
01-14
avatarMkoh
01-13
$Visa(V)$ picking up when sentiment is poor
avatarMkoh
01-11

Navigating Alternative Investments: Private Equity and Credit Funds vs. Publicly Traded Managers – Which Delivers Better Returns?

In the evolving landscape of alternative investments, investors face a pivotal choice: direct exposure through private equity (PE) and credit funds, or indirect participation via the stocks of leading alternative asset managers like Blackstone (BX), KKR (KKR), Ares Management (ARES), and Blue Owl Capital (OWL). As of January 2026, with private markets surpassing $13 trillion globally and public managers commanding trillions in assets under management (AUM), this debate is more relevant than ever. Private funds promise potentially higher, illiquid returns tied to underlying assets, while manager stocks offer liquidity, dividends, and leverage to industry growth—but with market volatility.This article examines historical and recent returns, risks, and forward-looking factors to help determin
Navigating Alternative Investments: Private Equity and Credit Funds vs. Publicly Traded Managers – Which Delivers Better Returns?
avatarMkoh
01-10
$NVDA 20260109 170.0 PUT$ Full premium at expiry date
avatarMkoh
01-10

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