[Miser]Hi Tigers,US equities are consolidating near cycle highs, with the $S&P 500(.SPX)$ holding above key moving averages as upside momentum eases. Volatility has picked up slightly, and the $Cboe Volatility Index(VIX)$ settling in the mid-teens suggests two-way risk is back on the table.As liquidity tailwinds fade, investors are refocusing on rate-cut timing, AI capex visibility, and earnings guidance. With Super Earnings Week underway, stock-specific fundamentals are starting to matter more, setting the stage for wider dispersion beneath the index surface.In this backdrop, positioning is tilting toward AI, big tech, and core US assets. These sectors offer clearer earnings visibility, stronger balan

📈 $Straits Times Index(STI.SI)$ Climbed to 4,828, Sees Fresh All-Time Highs January 2026Smart money is increasingly rotating into Singapore, targeting a mix of resilient yield defenders and structural growth plays across Finance, Transport, and Industrial Goods.We've identified key SGX heavyweights that are capturing institutional attention right now. From $DBS(D05.SI)$ 's digital banking dominance to $YZJ Shipbldg SGD(BS6.SI)$ 's massive green vessel order book and $Singtel(Z74.SI)$ 's aggressive pivot into AI data centers, these aren't just stable dividend payers—they are the core pillars of the region's econom

Driven by the relentless AI supercycle, the S&P 500, Dow Jones, and Nasdaq all charted fresh record highs in early 2026. $Alphabet(GOOG)$ has also joined the exclusive club, becoming the fourth US tech giant to breach the historic $4 trillion market cap milestone. Against this backdrop, today’s spotlight focuses on the critical players spanning the upstream and downstream of the AI value chain.From $Strategy(MSTR)$ 's leveraged Bitcoin treasury play to $Tesla Motors(TSLA)$ $ 's AI robotics revolution and $NVIDIA(NVDA)$ 's absolute dominance in compute infrastructure, these aren't just market leaders—they are the high

📈 $Straits Times Index(STI.SI)$ Soared 22.67% in 2025—January 2026 Sees Fresh All-Time HighsYear-to-date, the top 5 performing sectors are Mineral Resources, Industrial Goods, Software & IT Services, Industrial & Commercial Services, and Automobiles & Auto Parts.We've identified 8 SGX darlings that local investors are laser-focused on right now. From $DBS(D05.SI)$ 's digital dominance to $STI ETF(ES3.SI)$ 's AI infrastructure pivot and Keppel's asset-light transformation, these aren't just familiar names—they're battle-tested wealth compounding machines.Ready to uncover which stocks are flashing entry signals and which need patience?Let's dive

Seeking Alpha's veteran quantitative analyst Steven Cress recently released his "Top 10 Stocks for 2026" list, generating significant discussion in the investment community. The selections are heavily concentrated in AI infrastructure, spanning semiconductors, optical communications, specialty materials, and financial services. Notably, most picks delivered triple-digit returns in 2025 and have maintained momentum into 2026.Here’s a sector-based breakdown:I. Semiconductors & Memory: The Bottleneck of Compute Infrastructure $Micron Technology(MU)$ : Dominant in High-Bandwidth Memory (HBM) with mass production of 9th-gen NAND technology. FQ1 2026 results beat expectations on both revenue and EPS, yet trades at ~30% discount to the SOX index. +239%

Wedbush's renowned tech analyst outlines a bullish roadmap for AI-driven market leadersAs 2025 winds down, Wedbush Securities' Dan Ives has released his highly anticipated Top 10 Tech Predictions for 2026, painting a wildly optimistic picture for the sector. For investors navigating the AI revolution, these predictions offer a clear blueprint for potential outperformance. Here's your actionable breakdown, complete with key stock tickers.Wedbush1. 20%+ Surge in Tech Stocks : The AI Derivatives BoomIves predicts a 20%+ surge in tech stocks as AI's "second, third, and fourth derivatives" materialize across software, semiconductors, and infrastructure. This isn't just about AI pure-plays—it's about AI-enabled transformation touching every corner of tech.Investment Angle: Consider broad tech ET

Core Conclusion: The $iShares Russell 2000 ETF(IWM)$ closed at $251.8, approaching its all-time high. The probability of a 25bp rate cut at the December 11 FOMC meeting stands at 87%, but expectations for 2026 rate cuts may be slashed from four to just two. The RSI is severely overbought at 79.3, with volatility poised to surge above 35%. Short-term traders should set a stop-loss at $249, while long-term investors should wait for a pullback to $243.Please Note: This analysis is based on historical probabilities and does not constitute investment guarantees.I. The "Sweet Trap" in Rate Cut ExpectationsThe market has almost fully priced in a December rate cut, but the real risk lies in 2026:Three Key ContradictionsStubborn Inflation: November core CPI

Robot-related stocks surged yestoday, with the sector climbing 7.32% and trading volume exceeding ¥50 billion, signaling sharply rising capital interest.In the U.S. market, $iRobot(IRBT)$ skyrocketed more than 79% intraday and closed up nearly 74%, leading the global robot rally.Meanwhile, $Tesla Motors(TSLA)$ CEO Elon Musk reposted a video of the Optimus humanoid robot running — combined with promises of mass production next year and a US$20,000–30,000 price range — further boosting sector sentiment.This rally is not merely a short-term hype cycle. It is driven by the convergence of three structural forces:AI foundation models enabling intent understanding,declining component costs and accelerating local

On November 19, U.S.-listed lithium stocks rallied strongly: $Sigma Lithium Corporation(SGML)$ surged over 20%, $Sociedad Quimica Y Minera De Chile SA(SQM)$ gained nearly 7%, $Lithium Americas Corp.(LAC)$ rose more than 3%, $Albemarle(ALB)$ climbed over 2%.But the very next day, on November 20, the momentum flipped. The sector weakened across the board, with six constituents turning lower and Sigma Lithium leading the decline: $Sigma Lithium Corporation(SGML)$ once plunged 7.33%, now down 6.94% at USD 9.64, with USD 100M in turnover. $Albemarle

The crypto market is tumbling, but Cathie Wood is buying the dip.On Monday (Nov 17), Ark Invest — led by well-known Wall Street fund manager Cathie Wood — purchased roughly $10.2 million worth of $Bullish(BLSH)$ shares across three of its ETFs, expanding the firm’s exposure to crypto-related assets.According to Ark’s latest trades:ARKK: +191,195 sharesARKW: +56,660 sharesARKF: +29,208 sharesAcross three days, Ark has accumulated more than 530,000 shares of Bullish.Here's every move Cathie Wood and Ark Invest made in the stock market on Nov 18:At the same time Ark was adding to Bullish, the crypto market was undergoing heavy volatility. $Bitcoin(BTC.USD.HKCC)$ fell below $92,000, down more than 26%

$Microsoft(MSFT)$ officially kicks off construction of its first "AI Superfactory," consolidating data centers across Atlanta, Wisconsin, and other locations into a unified distributed computing system, building an interplanetary-scale AI infrastructure network.This milestone project not only signals a new era of clustered AI computing power but also creates a hundred-billion-dollar investment opportunity across optical communications, power infrastructure, networking equipment, and more.I. AI Computing Foundation: Chips & Cloud ArchitectureWhy They Benefit: MSFT's Superfactory requires integrating tens of thousands of AI accelerators into a unified computing pool, driving exponential demand for high-end GPUs. Neocloud providers optimize GPU u

[Allin]Hey~Tigers: The pharma sector is currently experiencing a "heaven and hell" divergence. On one side, $Merck(MRK)$ and $Amgen(AMGN)$ enjoy safe-haven premiums, $Eli Lilly(LLY)$ hits new highs on GLP-1 deal certainty; on the other side, health insurance faces a business model collapse due to Trump's "direct subsidy payment" rhetoric. Investors must watch policy signals closely to avoid walking a tightrope between innovative drug dividends and policy risks.This article focuses on:Market Overview: Dow Hits New High, Pharma Sector EmergesGLP-1 Weight Loss Drug Market Upheaval: Government Price-Cut Deal Impacts Lilly, Novo Nordisk Competitive LandscapeTrump's Comm

Executive Summary for U.S. Investors:As of November 10, 2025, storage chips have staged the year's most aggressive bull run: $SanDisk Corp.(SNDK)$ (+644%), $Western Digital(WDC)$ (+273%), $Seagate Technology PLC(STX)$ (+240%), $Micron Solutions, Inc.(MICRD)$ $Micron Technology(MU)$ (+190%), and $Lam Research(LRCX)$ (+130%) all closed at record highs.Four Memory Chip Giants Stage Simultaneous Breakout: $Micron Technology(MU)$ 's HBM revenue surged 154% QoQ, crushing estimates.

1. What the Split Really MeansA 1-for-10 (or 1-for-5) simply swaps one $100 bill for ten $10 bills—same market cap, smaller price tag.But history shows smaller tags often lure bigger crowds:Psychology: $800 → $80, retail clicks "BUY" faster.Options: Lower strike prices → higher liquidity → easier covered-call / cash-secured-put income.Index math: Price-weighted Dow loves "cheaper" shares; passive flows follow.Splits don’t create value—they turn a good company’s sign into neon.2. Deal Calendar – Mark Your WatchTickerSplitAnnouncedKey DatesStatusTrading Notes $ServiceNow(NOW)$ 5:129 Oct 25Share-holder vote 5 Dec 25Pending37-day window = crowded fast money; wait for post-vote pullback. $Netflix(NFLX)$ 10:130