The increase is less than or equal to 3%

The High Flyer (Prosperity Toss) — Tossing for a high-growth 2026, this Yee Sang serves as the ultimate "multi-bagger" fuel for a powerful start and a record-breaking leap ahead; Huat ah!

If investing were a horse race, stepping into the paddock to pick an identity, it would be the Long-Distance Thoroughbred; focusing on high-quality companies with moats and competitive advantages that grow stronger over time ensures low stress and high conviction for geometric growth, as the first rule of compounding is never to interrupt it unnecessarily

A new year begins, and track conditions are always changing; bet on an explosive Dark Horse with fun money but not the farm, be the Long-Distance Thoroughbred if time is greatest asset, and let the Steady Workhorse reach the winner's circle if nearing retirement The explosive Dark Horse, chasing multi-baggers and hunting undervalued, high-upside plays, can turn $1K into $50K overnight but often ends up back at the starting line with empty pockets; the Long-Distance Thoroughbred, compounding quietly for years and believing in long-term compounding and core holdings, takes a patient approach, focusing on consistent growth rather than quick wins; the Steady Workhorse, focused on dividends and stability, hunts consistent returns and provides great income but can be outpaced by inflation if gro

Warren Buffett's final portfolio adjustment before stepping down as CEO serves as a cautionary signal rather than a total tech abandonment; the early 2026 slump indicates a recalibrating cycle where long-term bulls may find NVIDIA (NVDA) and Microsoft (MSFT) attractive despite short-term volatility, provided careful assessment of market conditions precedes capital commitment

$Apple(AAPL)$  $Amazon.com(AMZN)$  $NVIDIA Corp(NVDA)$  $Microsoft(MSFT)$   In the AI-driven world of 2026, the debate on tech rebound versus tech abandonment centers on whether Big Tech remains the place to invest amid Buffett's final portfolio shifts The retreat from Apple (AAPL) and Amazon (AMZN) highlights contradictory signals as the oracle retreats and institutions remain "underweight" on high-multiple tech despite bullish AI and cloud outlooks; the early 2026 slump may reflect either a bursting bubble or a loading opportunity, while investors are starting to realize the

Coinbase Global Inc (COIN) could be the "Year of the Horse" edge, with its recent adjusted earnings surprise, a dominant position in the crypto market, and rapidly expanding institutional services, all pointing to significant growth potential and a compelling opportunity for long-term investors navigating current volatility

$Coinbase Global, Inc.(COIN)$   With a demo trade placed on Coinbase Global Inc (COIN) during the Lunar New Year, the goal was to catch the "red envelopes" of volatility from Wall Street this holiday market swings。。。 The volatility driven by lower holiday volumes presented a prime opportunity for short-term price movements, and the aim was to capitalize on fluctuations during this period While Bitcoin broke its Spring Festival win streak in 2025 and continued its decline into early 2026, COIN recently delivered a complex earnings report where a significant revenue miss was countered by an adjusted EPS surprise; the stock was then dragged down amid the holiday crypto slump, aligning with broader downward trends in the digital asset space

Palantir Technologies Inc (PLTR) may be the dark horse of 2026, as its expanding commercial business and potential in AI-driven data analytics could unlock significant growth, despite its reliance on government contracts, and with its current share price offering an attractive entry point for long-term investors

Every year, the market crowns a few obvious winners, while the concept of a "Dark Horse" stock is primed to outperform expectations despite being under the radar or undervalued; the real thrill is spotting it before the crowd catches on, which requires looking past the usual tech giants and into sectors where valuations lag behind reality。。。 AI leaders quietly compounding, value stocks primed for re-rating, and overlooked small-caps ready to sprint all present opportunities for explosive growth, with the former driven by generative AI or deep learning infrastructure, the latter by strong fundamentals and earnings potential, and the former still gaining traction in volatile, emerging markets The winners this year may be companies that have integrated technology to solve real-world prob

Nasdaq has shifted from "AI-phoria" to "AI-phobia" amid plummeting stock prices; triggering a capital rotation from high-growth tech, raising the question of whether it is time to rotate into defensive sectors。。。 The bull market may be at a crossroads, with tech and AI stocks facing headwinds; most analysts view this as a mid-cycle correction, making it uncertain if this is a turning point for the bull market Shifting portfolios toward defensive sectors like healthcare, consumer staples, and utilities could offer stability during downturns, as these sectors are less sensitive to economic cycles It is tough to predict how far the Nasdaq will fall, but a correction is possible if deteriorating sentiment affects high-growth stocks; a deeper downturn could occur due to rising interest rates, w

$Unity Software Inc.(U)$   AI assistants can streamline tasks by interacting with apps or services, while apps retain a niche in delivering deep functionality that conversational agents cannot fully replicate; rather than replacing apps, AI serves as a more efficient bridge that makes tasks quicker, accessible, and intuitive through natural language interaction and recommendations AI assistants like Clawdbot will eventually make apps on our phones and computers disappear for simple actions, but are unlikely to replace the entire app ecosystem; instead, they will enhance user interactions through automation, while apps remain necessary for specialized functions and complex tasks requiring dedicated interfaces。。。 A 25% drop in Unity Software

Fell more than 3%

$Keppel(BN4.SI)$  $SGX(S68.SI)$   The latest SG earnings season has delivered a tale of two blue chips, with Keppel (BN4) hitting a 12-year high on strong results, while SGX (S68) saw a share price pullback despite record revenue, prompting an analysis of how to navigate these mixed signals in the short and medium term BN4 reached a 12-year high, driven by diversified growth and AI-powered data center demand, raising the question of whether the stock has already priced in the "Piyush Gupta effect" or if overvaluation risks are mounting after the rally S68 posted record revenue from robust trading volumes and higher listing fees, but the share price dip presents a potential entry po

While AI competition makes capex spending unavoidable, the primary challenge remains successful monetization; Microsoft (MSFT) stands out as the most bullish pick among cloud providers for those seeking a recovery play, Apple (AAPL) offers solid stability and consistent growth with its asset-light AI strategy, and Amazon (AMZN) presents a fundamentally strong opportunity to bottom-fish for a potential rebound after its massive drop

$Apple(AAPL)$  $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Meta Platforms, Inc.(META)$   The recent earnings season highlights a strategic divide among the Magnificent Seven, Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Tesla (TSLA), and NVIDIA (NVDA), as the "Cloud Titans" accelerate infrastructure spending while AAPL pursues an asset-light AI model, fueling two prevailing narratives The Cloud Provider Logic (AMZN, GOOG, MSFT) : Capex is driven by rising B2B cloud demand, building a

(A) The AI & Semi "Valuation Purge" Seen as a healthy reset, the recent pullback is viewed as a cooling of valuations, offering a rare entry point into the backbone of the AI economy, rather than signaling a collapse of the technology itself

With market crashes across the board, the debate over whether to "buy the dip" now centers on three distinct investor outlooks。。。 The AI & Semi "Valuation Purge" : This is a healthy reset; the recent pullback is viewed as a correction, and opportunities are brewing for long-term investors in AI, machine learning, and semiconductors A Structural Trend Reversal : It's the start of a longer decline; rising interest rates and economic slowdowns signal a prolonged bear market, indicating that it is far too early to buy the dip in overvalued sectors Defensive Pivot : Avoid tech entirely; focus on recession-proof industries like healthcare and utilities, stick to consumer staples and defensive sectors, which offer stability and resilience amid economic uncertainty The market consensus is

The beginning of the end for software stocks seems unlikely, with the current volatility more likely an overreaction that creates a buying opportunity for companies with strong AI foundations

$Wal-Mart(WMT)$  $Microsoft(MSFT)$  $Palantir Technologies Inc.(PLTR)$   The recent market action marks a historic apex, where the real economy begins harvesting AI gains once reserved for tech creators With Walmart (WMT) becoming the first traditional retailer to hit a $1 trillion market cap while software stocks crash, the market stands at a crossroad, signaling a pivot where operational AI integration is now valued as highly as software innovation。。。 Investors now bet that real-world AI users offer more upside than software sellers, fearing that AI-automated coding will erode traditional SaaS pricing power and competitive moats Whi