1419 cyc
1419 cyc
Solitude is independence
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avatar1419 cyc
02-25 10:17
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avatar1419 cyc
02-24 09:18
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@mster:$Meta Platforms, Inc.(META)$   META is facing a tough reality check despite a solid earnings beat and an initial 10% gap up. The stock has now drifted below its post-earnings levels as "CapEx fatigue" sets in across Big Tech. With 2026 spending guidance soaring to $115–$135 billion for AI infrastructure, investors are flinching at the potential for near-term margin compression. Until Mark Zuckerberg can prove this massive spend is translating into direct bottom-line growth, we’re likely stuck in this volatile holding pattern. It may take another quarter or two of "flawless execution" to convince the skeptics that this isn't just a repeat of the Metaverse spending cycle. 
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@Huat99:$AppLovin Corporation(APP)$ delivered 66% growth & 84% margins, yet the stock dipped. πŸ“‰ Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: πŸ‚ Bulls (Score 4.1): Elite fundamentals. $1.4B EBITDA, massive buybacks & AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition & sentiment. Fundamentals vs. Fear. Who wins? πŸ‘‡ @Tiger_comments @TigerObserver
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@Huat99:$Palantir Technologies Inc.(PLTR)$ is the battleground of 2026. βš”οΈ Q4 Revenue +70% & massive US Gov growth vs. Michael Burry’s 10k-word bear thesis predicting a 66% drop. This infographic breaks down the data driving the volatility: πŸ‚ Bulls (Score 4.17): Execution, AI Dominance & Airbus/DISA wins. 🐻 Bears (Score 3.83): Valuation concerns & Insider selling. Are you buying the dip or fearing the drop? πŸ‘‡ @Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_D
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@JC888:Storm On The Horizon for META. GOOG too ?
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@JC888:XLV - Answer to Volatile US Market & Strong Jobs?
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@Adamcg:$DBS(D05.SI)$  Singaporeans too rich. All looking for place to park $$. DBS offers a chance of capital gain and almost guaranteed dividends. Anything above 3-4% pa return all these rich aunties and uncles throw money at the stock. Even at $60, DBS almost guarantee a 5% roi for the next 2 years. So don't expect the stock to drop anytime soon. I think $70 is not unrealistic.   
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@koolgal:🌟🌟🌟I invest in $Sheng Siong(OV8.SI)$ because it represents the kind of wealth I want to build - steady, grounded, resilient and rooted in real life.  Not hype.  Not noise.  Just a business that is built in something far more powerful : daily necessity.  Sheng Siong is a company that performs best when things get tough.   In a world chasing the next big thing, Sheng Siong reminds me that sometimes the best investments are the ones right in front of us...aisle by aisle, basket by basket. Sheng Siong is the dependable kind of stock, the kind we can count on.  Honestly in a market that is  full of drama, that reliability feels like luxury. @Tiger_comment
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