XLE ETF Is My Energy Shield In The Straits Of Hormuz Closure
🌟🌟🌟The US and Israeli attack on Iran and the Iranian government retaliation - is likely to cause oil and energy prices to spike and the stock markets to react sharply next week. Iran has closed the critical Straits of Hormuz, saying that ships are not allowed to pass. What this means is that Brent Crude oil could make its way to USD 100 a barrel. About 26% of crude oil goes through the Strait, along with 23% of liquefied natural gas (LNG) and 31% of liquefied petroleum gas. For every day that marine transit is interrupted, the world stops receiving an estimated 20 million barrels a day of crude oil exports and 85 million tonnes of LNG exports. In this high stakes environment, $Energy Select Sector SPDR Fund(XLE)$
🌟🌟 $Netflix(NFLX)$ is a winner by walking away from $Warner Bros. Discovery(WBD)$ deal & its investors are celebrating. While $Paramount Skydance Corp(PSKY)$ walks away with the prize & USD 50 Billion in debt that comes with it, Netflix has staged a spectacular 13.7% jump to USD 96.24. Why is Market Cheering Netflix's Exit? Risk Removal =Massive Upside. Netflix avoids a massive debt mountain & regulatory nightmare. It also collects USD2.8 billion break up fee - enough to fund about 30 major films. It is also a sentiment driven rally. N
🌟🌟🌟Coined by Nassim Taleb, a Black Swan is an event that is unpredictable, carries a massive impact and is often explained with hindsight bias after it happens. The sudden high intensity strikes on Iran on February 28 by US and Israel is certainly a Black Swan event. The lesson to be learnt is to build a portfolio that survives as it is impossible to predict a Black Swan event. That is why I have invested in $Gold Trust Ishares(IAU)$ which is my ultimate safe haven, backed by physical gold bullion held in secure vaults. IAU is the 2nd highest Gold ETF in market cap after $SPDR Gold ETF(GLD)$ . However IAU has a lower expense ratio of 0.25% compared to GLD'S 0.40%. It also ha
🌟🌟🌟It is so heartening to see that Singapore Airlines $SIA(C6L.SI)$ taking off to the skies with a 7 month high of SGD 7.19. This is a validation of a Singapore icon that never lost its core identity even in the toughest of skies. SIA has just delivered a breathtaking SGD 5.51 billion in its latest quarterly revenue - the highest ever recorded. With a 87.5% load factor, customers are choosing the SIA Experience as a great way to fly, paying extra for the premium experience. The SGD 178 Millon hit from Air India is simply the cost of building a global aerial empire. It is expected that by 2028, Air India may become the ultimate "alpha engine" of growth for SIA. With a current dividend yield of 4.8%, investors receive a g
The USD 110 Billion Thunderclap: OpenAI & The Era of Artificial General Intelligence
🌟🌟🌟On February 27 2026, OpenAI finalised a staggering USD 110 billion funding round, valuing the company at an eye watering USD 840 billion post funding. This isn't just an ordinary funding round. It is a geopolitical statement of intent aimed at one singular goal: Artificial General Intelligence or AGI. The Quest for the "Silicon Soul": What is AGI? Why is $Amazon.com(AMZN)$ $NVIDIA(NVDA)$ and SoftBank pouring the equivalent of a small country's GDP into OpenAI? They are chasing AGI - the Holy Grail of computing. Human Level Cognition: Unlike "Narrow AI" that writes code or poems, AGI is the leap to a machin
🌟🌟🌟As a dividend focused investor, I like $Verizon(VZ)$ as it is the largest wireless carrier in the US. Verizon provides 4G and 5G Ultra Wideband to over 140 million subscribers. It owns the most reliable spectrum of airwaves in America. It makes money every month when you pay your bill to watch YouTube or use ChatGPT on the go. Verizon's massive cash flow of USD 20 billion ensures that the 6.6% dividends keep compounding. That is my favourite way of investing. @Tiger_comments @TigerStars @TigerClub
🌟🌟🌟Michael Burry of the Big Shot fame, is back in the news. This time his target is $NVIDIA(NVDA)$ His latest warning is that $Taiwan Semiconductor Manufacturing(TSM)$ wants NVIDIA to place massive, non refundable orders months in advance. If AI demand drops suddenly, NVIDIA is left holding a multi billion dollar bag of chips nobody wants. Michael Burry is comparing NVIDIA to Cisco in 2000. However CEO Jensen Huang argues that this isn't an AI bubble as we have moved from "training" to "reasoning" (inference). Every AI agent like Claude needs constant compute power, making NVIDIA more like a utility than a cyclical tech stock. Nvidia's latest guidance shows that it is struggling
🌟🌟🌟The one thing I want to achieve in 2026 is to become truly successful in my investing journey. I want growth, confidence and the kind of financial peace that allows me to sleep well at night. I am ready to learn, ready to commit and ready to stop treating the stock market like a rollercoaster I didn't mean to get on. This year I am choosing patience over panic, learning over guessing and long term vision over short term get rich schemes. 2026 is the year I invest with intention and a positive mindset that the Best is Yet To Be. @TigerEvents @TigerStars @Tiger_comments
🌟🌟🌟What an amazing recovery for Gold and Silver. Gold is deemed to be the ultimate safe haven in times of geopolitical tensions. Silver remains in a structural deficit for the 6th consecutive year. With Gold stabilising near USD 5200 and Silver reclaiming USD90, I believe it is important to include them into my portfolio as a tactical bet against inflation and safe haven demand. I am currently invested in $Gold Trust Ishares(IAU)$ and $iShares Silver Trust(SLV)$ which have done well. I have also invested in $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks the S&P 500. That way I have a good diversification in my portfolio.
🌟🌟🌟What an amazing performance for the Hong Kong Stock Exchange $HKEX(00388)$ as it reports record results for the second consecutive year. This is due to revived China tech interest, stronger turnover and a rebound in IPO activity. Is HKEX a good buy? Yes it has a wide moat as it is the only exchange in Hong Kong. It is profitable with its net profit up 36% YoY to HKD 17.7B for 2025. Its revenue has increased by 30% YoY to HKD 291.1B. HKEX also beats analysts expectations with final quarter earnings of HKD 4.34B vs HKD 3.8B expected. For dividend lovers, HKEX has increased its dividend payout to HKD 12.52 per share, up from HKD 9.26, maintaining a 90% payout ratio. HKEX has reclaimed its IPO crown with 119 new listings
🌟🌟🌟Newmont $Newmont Mining(NEM)$ truly earns its title as the world's largest gold miner, not just by market cap but by the sheer breath of its global footprint. Its operations stretch across North America, South America, Australia, Africa and Papua New Guinea, forming a network of tier one assets that few miners can match. When Gold rises, Newmont moves upwards too. Earnings have surged triple digits. The stock has climbed more than 150% in a year. Yet analysts still say it trades far below its fair value which is at 33% discount. Despite its success Newmont only pays a dividend yield of 0.55% This tells you 2 things: Management is conserving cash in a Capex heavy period and positioning for long term rei
🌟🌟🌟One word to describe my trades this week: ANCHORED. $iShares 0-3 Month Treasury Bond ETF(SGOV)$ may not moon but it also doesn't give me heart palpitations. I will take bullet proof over drama any day. For those who are new: SGOV is the ultra short US Treasury ETF that pays monthly dividends. It goes ex dividend on March 2 next week and yields 4%. It is not flashy but it is steady and sometimes steady is exactly what we need. @Daily_Discussion @TigerStars @Tiger_SG @Tiger_comments
🌟🌟🌟Lithium is no longer just a cyclical commodity. It is the "Silicon Oxygen" of the new energy infrastructure. With lithium prices up 129% year on year, it is time to add Lithium companies like $Albemarle(ALB)$ and $Sociedad Quimica Y Minera De Chile SA(SQM)$ to the portfolio. I like Albemarle as it is a Dividend King with a strong buy rating. I also like SQM as it is expanding its Atacama operations to reach 240,000 metric tons by late 2026, perfectly timed for the shortage in lithium production. With data centre demand for Lithium storage up 80% this year, Lithium is the "White Gold", the secret engin
🌟🌟🌟On February 26 2026, $NVIDIA(NVDA)$ fell over 5 % despite an earnings beat. When the giant sneezes, the tech heavy Nasdaq catches a cold, dropping 1.2% as investors question if the growth is sustainable. However this is a great buying opportunity. Nvidia did not fall because the business is failing. It fell because it did not exceed the high expectations of the most aggressive speculators. The reality is that Nvidia's revenue grew 73% YoY and its margins stayed at a massive 75%. Blackwell is in full scale production and demand is skyrocketing. If you are using a Dollar Cost Averaging strategy, this drop in NVIDIA's share price is exactly what irons out your long term cost basis. You would be buying a wonderful company
🌟🌟🌟I believe that Circle $Circle Internet Corp.(CRCL)$ rally still has legs. Despite the 35% jump, the consensus analyst Target remains in the USD 126 to USD 131 range. Some analysts including Seaport Global are even eyeing USD 280, citing a massive acceleration in on-chain utility. Technical analysts see the surge past the USD 77 resistance as a breakaway gap that could signal a major new uptrend. Another major catalyst is the Circle Payments Network or CPN. It isn't just a platform. It has moved Circle from just a stablecoin issuer to a global financial utility. CPN is also being engineered for Autonomous AI Agents. This is Circle's Agentic AI Moonshot and the market is enormous. Expect trillions
The Circle Renaissance: When the "Toll Station" Becomes the Treasury
🌟🌟🌟Circle Internet $Circle Internet Corp.(CRCL)$ didn't just beat earnings on February 25 2026. It rewrote the rules of Fintech. If the blockchain is the global highway, Circle has officially become the Master Toll Station, collecting fees on USD 11.9 Trillion in a single quarter. Circle's Amazing Earnings Results: Why The Market is Buzzing The numbers are quite frankly incredible: Revenue: USD 770 million in Q4 25, USD 2.75 billion for the year - Up a massive 77% YoY The EPS "Nuke": 43 cents vs the 16 cents expected. That is not just a beat. It is an eviction of the bears. The Moat: A 54% adjusted EBITDA margin. Circle is no longer just a crypto start up. It is now a regulate
$Global X Nasdaq 100 Covered Call ETF(QYLD)$ 🌟🌟🌟I invest in QYLD because a monthly dividend is just as sweet as capital growth. With a current dividend yield of 11.7%, it is a great source of passive income. QYLD does this by using a Covered Call options strategy on Nasdaq 100 to generate income. The next ex dividend date is March 23 2026. Ka-ching!🌈🌈🌈💰💰💰 @Tiger_comments @TigerStars @TigerClub @CaptainTiger
$Riot Platforms(RIOT)$ 🌟🌟🌟I invest in Riot Platforms because in the age of AI, power is the new oil. Riot Platforms controls a staggering 1.7 Gigawatts of secured energised power across its Texas sites in Rockdale and Corsicana. Riot has also signed a 10 year lease worth USD 311 million with AMD in January 2026. This deal proves that Riot's infrastructure can meet the rigorous Tier 3 demand of global tech giants. Wall Street Analysts have a Strong Buy on Riot Platforms with an average price target of USD 25.27, a 50% upside potential. @Tiger_comments @TigerStars
🌟🌟🌟Circle $Circle Internet Corp.(CRCL)$ very first financial report is simply amazing. Circle is a revenue rocket reporting a staggering USD 3.1 billion in total revenue for FY 2025. That is much more than many old guard fintechs that has been around for a long time. In a world of unprofitable fintech, Circle delivered USD 540 million net profit. They are simply growing exponentially. Circulation of USDC stablecoin hit a record USD 75.3 billion. The real gem is the active transaction volume, which crossed USD 2.5 trillion. At the last closing price of USD 83.14, I believe that Circle is a great buy after its all time high of USD 298.99 last year. @Tiger_comments </
🌟🌟🌟With Bitcoin touching USD 70,000, it is time to look at $Riot Platforms(RIOT)$ . If Bitcoin is digital gold, then Riot Platforms is the high voltage drill. Right now it is looking very shiny. Why? The Leverage Effect: When Bitcoin moves 5%, Bitcoin miners often move 10 to 15%. If Bitcoin runs towards its USD 125k peak, Riot is the turbo charger. AMD Partnership: Riot Platforms has signed a 10 year lease agreement with $Advanced Micro Devices(AMD)$ . AMD will lease power & facility capacity at Riot's Rockdale site with 25MW, expandable to 200 MV. This deal is worth USD311 million in contract revenue. The Corsicana Growth Engine: This facility is bei