The Great Divide: Team Google & Amazon vs Team Meta & Microsoft  🌟🌟🌟The Great Divide of April 2026 refers to the massive split in how investors are reacting to Capital Expenditure or Capex across the 4 tech giants - Team Google & Amazon vs Team Meta & Microsoft.  While all are spending historic amounts on AI infrastructure - totalling a projected USD 725 billion for 2026, only 2 are currently showing immediate financial "receipts" to justify it. Team Google & Amazon  $Alphabet(GOOG)$  and $Amazon.com(AMZN)$  are the current winners because their AI spending is directly fueling massive growth in their Clou

🌟🌟🌟This Iran War has shown how critical oil is to the global economy.  With the US naval  blockade and the closure of the Strait of Hormuz, I will pick energy stocks as a tactical bet on the price of oil continuing the upward momentum. My top pick would be $Exxon Mobil(XOM)$ as it is the biggest US oil giant.  Exxon Mobil will definitely benefit from the current geopolitical headwinds. Another great stock would be $Chevron(CVX)$ .  Next to Exxon Mobil, it is the 2nd largest US oil giant.  It also currently has presence in Venezuela and will be a beneficiary from both the Iran War and the great opportunities in Venezuela. Both of these companies also pay great dividends in additio

🌟🌟🌟The stock market loves a comeback story.  With $SanDisk Corp.(SNDK)$ it is a revolution.  After yesterday's massive earnings beat from $Seagate Technology PLC(STX)$ the storage supercycle has moved from a theory to an amazing reality. Can SanDisk hit USD1100? According to Morgan Stanley SanDisk can do it. Why? SanDisk's incredible 95.6% incremental gross profit is like a money printing machine due to high demand but limited supply. SanDisk has achieved a price setter status in a market where hyperscalers are desperate to buy. SanDisk is super hot because it has transitioned from a cyclical memory maker into an essential AI infrastructure powerhouse.

🌟🌟🌟If Jensen Huang is the Godfather of AI, Lisa Su, CEO Extraordinaire, is the Queen of Data Centre.  Lisa Su's leadership is master class in the Long Game.  She shifted AMD $Advanced Micro Devices(AMD)$ from low end PCs and game consoles toward the high margin, high stakes world of Data Centers and AI. When Lisa Su took over the helm of AMD in 2014, the company was on the brink of bankruptcy with its stock trading at just USD 2. Today AMD is a  global titan and redefined what is possible in the data centre. Do you know that Lisa Su and Jensen are first cousins?  While they are fierce rivals in the market place, there is an undeniable secret sauce in the family DNA when it comes to vision and grit.

SanDisk's Road to USD 1100: Is It Possible?   🌟🌟🌟The stars are aligned for a historic run for SanDisk $SanDisk Corp.(SNDK)$ .  After $Seagate Technology PLC(STX)$  explosive results yesterday where its shares have skyrocketed 18% on news that AI is devouring storage capacity, the focus has now shifted to SanDisk. SanDisk's Road to USD 1100 According to Morgan Stanley, it is not just a possibility that SanDisk can hit USD1100, it is their new target. Analyst Joseph Moore of Morgan Stanley recently hiked the price target for SanDisk to USD 1100, up from USD 690, citing a massive earnings potential that is 65% above what the rest of Wall Street expects. SanDisk: The Money Printing Ma

🌟FOMO & FAFO represent the pendulum swing from greed to the hangover of reality. FOMO - Fear of Missing Out is the frantic urge to buy into a trend because everyone else is getting rich, driven by emotion, hype & fear of missing out. FAFO - Find Out - is the moment of reckoning.  It is what happens when the hype meets reality & the consequences of reckless decisions or overvaluations finally hit the fan. FAFO is the consequence phase of the FOMO phase. A good example of this is $NVIDIA(NVDA)$ While OpenAI is the brain of the AI movement, NVIDIA is an example of the FOMO to FAFO pipeline. FOMO Phase : In 2023 to 2024, NVIDIA stock became super hot.  The focus was on growth. FAFO Phase: NVIDIA is currently the biggest candid

As a female Singaporean, I am very proud of $DBS(D05.SI)$ CEO Tan Su Shan.  She is the very first female CEO of Southeast Asia's largest bank, succeeding long time CEO Piyush Gupta. Tan Su Shan has over 35 years of experience in consumer banking, wealth management and institutional baking. She is also a wife and mother of 2 kids.  She somehow manages to juggle her role as a CEO and mother while she rose through the ranks at DBS. DBS has just announced its Q1 26 earnings and it is Tan Su Shan's first quarterly performance as CEO.  DBS shares surged over 3.7% hitting a high of SGD 59 following an excellent quarterly report. What is amazing is

🌟🌟🌟As a female, I celebrate the achievements of these 5 amazing women CEOs who have the courage and passion to drive the companies they represent.  Like the conductor of an orchestra, they guide their companies to success through their vision and great leadership.

🌟🌟🌟Can DBS $DBS(D05.SI)$ close above SGD 60 tomorrow?    It is a coin toss but I believe it will close at SGD 59.00 tomorrow. The market is bracing for a good but not great performance that reflects a stabilising but pressured banking environment. Analysts expect a net profit of around SGD 2.78 billion to SGD 2.88 billion, a slight YoY decline of 2 to 4%. Net Interest Margin or NIM is expected to slide by 3 to 22 basis points as interest rates globally begin to moderate.  This means that DBS earns less on every loan. However the bright spot would be Wealth Management and treasury customer sales, potentially delivering mid teens growth

🌟🌟🌟It is interesting to note that cryptocurrency is being used by Iran and Russia to bypass the US Dollar.  The shift toward using Stablecoins, which make international payments easier, is the new frontier of payment for both Iran and Russia. This development is not surprising given there are sanctions by the US on Iran and Russia. @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger

🌟🌟🌟 The divergence between UBS & the broader market consensus for $Amazon.com(AMZN)$ is one of the boldest calls this earnings season.  While the consensus expects AWS to grow 26% for FY26, UBS is modeling a huge 38%, nearly double the projected growth rate of 2025. Is it already priced in? AMZN has recently surged over 32% in the past month, hitting near record highs of USD 263. Anakysts have noted that at USD 258, it is already trading near its current fair value, suggesting less room for a massive pop unless the results are perfect. Amazon's huge USD 200 billion capex is also a cause for concern.  While it signals confidence in AI demand, any slight miss in revenue could cause a negative reaction. Bull Case: If Amazon disclose t

🌟🌟🌟 $Alphabet(GOOG)$ Google Cloud Next 26 gave us a glimpse into a future where Google isn't just part of the AI conversation.  It is the conversation. Google Cloud (GCP) numbers are simply amazing.  Citi is modeling 57.5% YoY growth.  That is a 11% point gap over consensus.  This is a seismic shift. The advantages of Google AI are: Infrastructure : Google's custom TPUs offer AI at scale & cost efficiency. Search Transformation: AI overviews & Gemini integrations are changing Search. Revenue Growth : Price targets from Goldman & Citi are over USD 400.  The AI Dividend is here. That is why I vote Google as the best performer post earnings. @Tiger_comments

🌟 I vote $Alphabet(GOOG)$ $Alphabet(GOOGL)$ as it is seen as a value play among the Tech Giants.  Its Forward P/E ratio is slightly below historical averages & with expected Google Cloud growth hitting over 50%, it has significant room to surprise investors if it maintains its margins while scaling AI. AI Monetisation : Unlike early 2024 when AI was seen as a cost, it is now a confirmed revenue driver. Google's internal TPU chips allow them to run AI workloads more cheaply than competitors using only Nvidia GPUs. Operating Margins: Cloud margins are expected to jump from 20% to 30%. If Google hits these numbers, it proves that its Cloud business has reached a high profit phase similar to Amaz

ST Engineering : Singapore's Best Defense Stock? 🌟🌟🌟 The announcement on 27 April 2026 that $ST Engineering(S63.SI)$  secured SGD 4.8 billion in new contracts for Q1 isn't just another business update.  It is a massive signal to the market: this engineering powerhouse isn't just maintaining its lead, it is accelerating.  From high stakes defense projects in the Middle East to keeping the world's aircraft in the skies, ST Engineering is Singapore's silent growth engine behind global infrastructure. The Market Pulse: Performance and Outlook ST Engineering has shown remarkable resilience, trading recently around SGD 11.02 as it benefits from structural tailwinds in global rearmament and the recovery of

What To Expect From DBS Q1 2026 Earnings 🌟🌟🌟 As $DBS(D05.SI)$  Singapore's banking titan prepares to pull back the curtain on Wednesday April 30, the air is thick with a mix of cautious anticipation and resilient hope.  For investors, this Q1 2026 report isn't just about numbers.  It is a pulse check on a financial fortress standing firm amidst a volatile year of geopolitical shifts and global tax reforms. DBS: What To Expect: DBS enters this week as the ultimate sleep well at night stock, yet analysts are bracing for a slight YoY dip in net profit, estimated around SGD 2.78 billion to SGD 2.88 billion, down 2 to 4% YoY. While wealth management and treasury customer sales are expected to show healthy

Can Big Tech Turn AI Ambition Into Cold Hard Cash? 🌟🌟🌟 The global markets are standing at a historic precipice.  This week 5 Titans - Microsoft, Alphabet, Meta, Amazon and Apple, will report earnings that represent over a quarter of the entire S&P500's value. The narrative has shifted.  Investors are no longer enchanted by the promise of Artificial Intelligence.  They are demanding a Return on Investment or ROI.  We are moving from the era of AI Hype to the era of AI Accountability. Here is the breakdown of the 3 critical battlegrounds that will define this USD 16 trillion week: The Monetisation Gap:  Spending vs Revenue The sheer scale of capital expenditure or Capex in 2026 is staggering. The Big 4 hyperscalers alone are projected to spend around USD 645 bill

Is SoFi A Good  Buy or a Good Bye? 🌟🌟🌟SoFi $SoFi Technologies Inc.(SOFI)$  is scheduled to report its Q1 2026 earnings this Wednesday 29 April 2026.  SoFi has had a challenging start to the year, with its share price down 32.85% YTD.  Despite its steep YTD drop, SoFi has shown signs of recovery lately, climbing 11.35% over the past 30 days. What Happened To SoFi? Multiple Compression: Despite reporting record revenue of USD 1 billion for the first time in Q4 2025, SoFi suffered from valuation resets and broader market weakness in high beta FinTech names. Capital Raise :  Sentiment was weighed down by a USD 1.5 billion capital raise in late 2025 that was priced at USD 27.50 per share. Cre