China's AI Growing Pains ๐๐๐The market is currently reeling from a brutal "vibe check" on China's Tech Giants. $BABA-W(09988)$ and $TENCENT(00700)$ have collectively shed around USD 84 billion in market value in 24 hours. While both of these Chinese tech giants are pouring billions into AI as the next frontier, investors are starting to ask a very expensive question : Where is the money? Why The Selloff? The "Paper Panic" Breakdown Profitability vs Promises: Investors are losing patience with the lack of near term visibility in AI monetisation. The Alibaba Slump: Despite Cloud revenue accelerating by 36%, A
๐๐๐It is a scary time in the markets with doom and gloom all over the news. The S&P500 has erased all its 2026 gains following a brutal 1.5% Friday slide. With the Nasdaq & Russell 2000 slipping into correcting territory, it is easy to feel scared. Buy the Dip or Follow the Trend? With 52% of investors now bearish, we are in "Extreme Fear" territory. Warren Buffett's advice to be greedy when others are fearful suggests it is a good time to go bargain hunting. However with the Fed signalling a hawkish hold due to war driven inflation, the trend is currently your enemy until a policy pivot arrives. My Strategy? I will continue to dollar cost average into $SPDR Portfolio S&P 500 ETF(SPYM)$
๐My biggest trading weakness is the classic "Hero Complex", also known as the irresistible urge to catch a falling knife because I am convinced I have found the "bottom" before the rest of the world. How I trip up: Confirmation Bias - searching for a headline that validates my long position while ignoring the massive red candles screaming "Get out!" The "Early Entry" Itch: Buying the dip because it "looked oversold", only to watch it drop. The "One More Trade" Syndrome: Trying to "revenge trade" a loss, only to find out it drops more. How to fix this "Hero Complex"? Size matters: I have moved from "All-In" entries to staged scaling. Instead of catching the knife with bare hands, I am putting out a safety net - buying 25% at a time. If it keeps falling, I still have dry powder.
๐๐I do not believe the current gold/silver is a Bear Trap nor the start of a regime change. Gold does not depend on a dividend or a corporate board's permission to exist. Gold's value is dictated by the law of physics and scarcity. Gold never had a "bad quarter". It doesn't have to worry about missing an EPS target or a DOJ investigation into its office renovations. Unlike Gold, Silver is a working class metal with its sleeves rolled up. If the AI revolution is the "Brain" of 2026, Silver is the nervous system that transmits the thoughts . Silver is indispensable as it is the most conductive metal on Earth. From HBM chips to solar panels, the demand for Silver is insatiable. That is why the current USD 4600 dip in Gold and the 30% plunge in Silver prices offer a great time to
๐๐๐I like $EFUND A SEMICON(03486)$ as it is standing as a formidable alternative to the US-centric chip plays. While the world focuses on Silicon Valley, this ETF is quietly capturing the actual foundries and memory banks that power the global revolution. EFund Asia Semiconductor ETF isn't just another tech fund. It is a tactical bet on Asia's best semiconductor stocks. The Top holdings include TSMC, SK Hynix, Hua Hong and SMIC in one powerful ETF. With a small investment of only HKD 1500 I can gain access to these great Asian Semiconductor stocks. EFund Asia Semiconductor ETF will start trading on March 26. I look forward to buying t
What is One Stock I want to "Curse" today? ๐๐๐If there is one ticker currently earning a place on the "Wall of Fame" it is $United States Oil Fund LP(USO)$ . Watching USO in 2026 is like dating a high drama partner who promises a "wild weekend" but leaves you paying the bill while they disappear into the night. It is the ultimate "Heartbreak ETF". USO: The "Fast & Furious" Oil Play for New Investors For a new investor, USO is not a buy and hold stock like Apple or Exxon. It is an exchange traded product or ETP designed to track the daily price movements of West Texas Intermediate (WTI) light crude oil. The "Good Buy" or "Good Bye" Verdict Whether you should ste
The Red Screen of 2026: Why Gold & Silver are Diving Together ๐๐๐As of Friday, 20 March 2026, the commodities market is in a high velocity liquidation flush. If you are staring at your screen wondering why Gold and Silver are diving despite the Iran war, look no further than the high stakes standoff at the US Federal Reserve. The "Why": The Captain Who Refuses To Leave the Bridge The Powell Standoff: The Cause The market is recoiling because Jerome Powell has effectively declared on Wednesday 18 March 2026 that he is not going anywhere. He vowed to serve as "Chair Pro Tem" if his term expires on May 15 before a successor is confirmed. The Power Play Even more disruptive, Powell stated that he would remain on the Board of Governors until 2028 wh
$iShares 0-3 Month Treasury Bond ETF(SGOV)$ ๐๐๐I invest in SGOV because it is built on ultra short US Treasury Bills - the closest thing to "bulletproof" the financial world can offer in these volatile times. No hype, no surprises, just safety wrapped in yield of 3.54%. I am investing for stability and peace of mind and right now SGOV gives me that. The next ex dividend date is April 1 2026. Ka-ching! ๐๐๐๐ฐ๐ฐ๐ฐ @Tiger_comments @TigerStars @TigerClub @Tiger_SG
$Global X Nasdaq 100 Covered Call ETF(QYLD)$ ๐๐๐In volatile times like now, I invest in QYLD because I appreciate the predictability of monthly distributions. After all the Fund Manager Global X has been doing so 12 consecutive years running. QYLD pays a distribution yield of 11.89% by using a Covered Call Options Strategy on stocks in the Nasdaq 100. This saves investors time and expense of doing so individually. QYLD goes ex dividend on March 23 2026, with a pay date of March 26 2026. Ka-ching!๐๐๐๐ฐ๐ฐ๐ฐ @Tiger_comments @TigerStars @TigerClub &nbs
๐๐๐Is Tencent a HALO stock? I think $TENCENT(00700)$ is not a pure HALO stock but it does have some HALO elements. Tencent's HALO elements are a massive entrenched ecosystem. WeChat is more than just an app. It is an infrastructure. It is a digital Utility with network effects, high switching costs and essential daily use. Tencent's FinTech arm is deeply embedded in China's financial system. This is a HALO style moat. With Tencent building more data centers, compute and AI infrastructure. This leans towards HALO. Where Tencent is not HALO is because it is still fundamentally a tech platform which is fast moving , dependent on innovation cycles. This is the opposite of HALO's slow, steady, physical asset
๐๐๐Why did $TENCENT(00700)$ drop 6% after its latest earnings report? One of the main reasons is Tencent signalled higher Capex ahead as it stepped up its investment in AI infrastructure & ecosystem expansion. Markets tend to punish rising capex because it pressures free cash flow in the short term. Another main reason is that Tencent intends to reduce share buybacks. A slow down in capital buyback is not good because it removes one of the strongest, most reliable support of a stock valuation. For a giant like Tencent, that matters more than people would like. Is this a short term misreading or a long term shift? I believe this is a short term misreading. Tencent's revenue, gaming, FinTech & AI enhanced advertising all remai
๐๐๐ $XIAOMI-W(01810)$ isn't dreaming - 550,000 is within reach based on Xiaomi's current run rate and factory scaling. The factory is already operating near the volumes needed and its Beijing super factory was built for exactly this ramp up. The real question isn't capacity. It is execution consistency. Xiaomi is on track to become the fastest automaker in history to reach 1 million cumulative sales, projected in its 3rd year. Lei Jun is certainly an excellent CEO to be able to accomplish so much in such a short time. @Tiger_comments @
๐๐๐I am very impressed with $XIAOMI-W(01810)$ latest MiMo-V2-Pro which is built for Agentic workloads. This is not a "chatbot for fun". It is engineered for task completion, workflow orchestration and real world automation. This is the direction the entire AI industry is moving toward. It is the same category OpenAI, Google and Tencent are racing into. Xiaomi also stated that its AI investments especially in EVs and robotics are already profitable and outperforming internal forecasts. It is not surprising that Xiaomi's share price is up 3.4% today. It is time for Xiaomi to shine ๐ฅฐ๐ฅฐ๐ฅฐ๐๐๐๐ฐ๐ฐ๐ฐ
Tiger Brokers (TIGR): Navigating the Storm Towards Year End Results ๐๐๐As of Thursday 19 March 2026$Tiger Brokers(TIGR)$ is set to release its Q4 and Full Year 2025 financial results before the US market opens. In a world currently gripped by the volatility of the Iran conflict, these earnings represent more than just numbers. They are a pulse check on global retail resilience. What to Expect: The Search for Stability Following a year of aggressive expansion, analysts are looking for Tiger Brokers to maintain its high growth trajectory despite the heavy macro clouds: Earnings Per Share (EPS): Analysts expect an EPS of USD 0.15 to USD 0.17. This is a conservative target compared to the massive USD 0.31 EPS repor
$Schwab US Broad Market ETF(SCHB)$ ๐๐๐I invest in SCHB because sometimes the smartest move in the market is to stop trying to be a fortune teller and just own everything that actually matters. While other people are out there squinting at the charts, I am happily holding the entire US market in one clean drama free ETF. I love that its expense ratio is so low - 0.03%. That is only 3 dollars for every 10,000 dollars invested. The dividend yield of 1.2% isn't flashy but it shows up consistently. SCHB goes ex dividend on March 26 2026 which means pay date is just around the corner. Most of all I invest in SCHB because it reflects how I build wealth: with patience, conviction and a healthy sense of humour about the c
๐๐As of Wednesday 18 March 2026, the biggest market impact belongs to Jerome Powell. While Jensen Huang builds the chips, Powell holds the keys to the capital that buys them. At 2pm ET today in the US, the Federal Reserve is expected to keep interest rates steady in the 3.5% range. However with the Iran war now in its 3rd week, Powell is facing his toughest balancing act. Jerome Powell is currently like a pilot trying to land a plane in a thunderstorm while the owner of the airline (Trump) is shouting through the cockpit door to go faster and cut the interest rate. Powell will say : "While the economy continues to expand at a solid pace, the war in Iran has introduced uncertainty. We are data dependent. If the data says hike, we might. If the data says cut we will
@Tiger_chat:US Stocks Hall of Fame: Jensen Huangโs Leather Jacket Moment + Powellโs Hold Decision + Musk
๐๐The Energy Sector is leading the charge currently with the Iran war. The market has finally realised that a USD 1 Trillion chip order is useless without the power to turn them on. Electricity demand is forecast to grow 4% in 2026. $Vistra Energy Corp.(VST)$ has the potential to become an All Star for 2026. It is one of the largest integrated retail electricity & power generation companies in the US. Vistra operates a diverse portfolio of power plants. This includes natural gas, nuclear, coal, solar & battery energy storage with a total generation capacity of 41,000 megawatts. Vistra has recently signed massive contracts with $Meta Platforms, Inc.(META)$ in January
@TigerPicks:Sector All-Stars: The AI Trio, Offshore Titans, and Energy Giants
๐๐๐Harmony Gold $Harmony Gold Mining(HMY)$ is not just a South African gold miner. It is now a genuine dual metal producer with copper fast becoming a meaningful growth engine. Harmony Gold is expanding aggressively into copper with 2 Australian assets: CSA Mine which is producing now. It also owns Eva Copper Project in Queensland Australia which will be ready by 2028. This diversification is good for Harmony Gold as it offers a second revenue stream and offers diversification from Gold. Copper is an important metal used in electrification, EVs, grid upgrades and renewal infrastructure. Analyst sentiment is cautiously positive due to Harmony Gold 's pivot into copper. I like Harmony Gold because it is mining Gold and Copper whic
๐๐๐According to the latest Singapore market data, the Energy/Offshore sector is actually the one flexing its muscles today, standing out with strong gains. But you know what? My number 1 Singapore top pick is $DBS(D05.SI)$ , always DBS. Because when the market gets noisy, messy, dramatic or just plain moody, DBS behaves like the unbothered uncle who quietly sips kopi and still outperforms everyone else. Why? DBS isn't just a bank. It is practically a national infrastructure. When global capital flows into Singapore, DBS feels it first. When confidence rises, DBS rises faster. When uncertainty hits, DBS just shrugs
@SGX_Stars:$SGX, $Keppel, $Wilmar, $Sembcorp, $DFI: The 5 Stocks Smart Money Is Buying Now
๐๐๐The Creative Team at Tiger Brokers $Tiger Brokers(TIGR)$ has done it again with a new set of Tiger Portfolio Cards. They are cute, clever and somehow manage to reflect the entire personality of my investing journey in just a few frames. From the dramatic swirl of my cape in full Caped Crusader mode, to watering my little portfolio plants...to stretching on a yoga mat with a cuppa and to calmly navigate drawdowns like a seasoned captain - these portfolio cards capture every side of my ethos with charm and a touch of humour. Suggestion for a New Tiger Avatar? What about Indiana Jones meets Wall Street Tiger - Adventurous, Clever and Always One Step Ahead. Picture a Tiger wearing vintage aviator goggles, a black leather jacket and ho