๐๐๐When a chip supplier like $Broadcom(AVGO)$ stops acting like a vendor & starts acting like a bank, the rules of reality break down. By assembling billions to fund Anthropic's TPU leases, Broadcom isn't just capturing demand. It is manufacturing in a closed loop system. The big question is if AI demand was naturally generating enough cash flow right now, AI labs would not require vendors to underwrite their balance sheet. My answer is 4: The key is not funding but how much money Anthropic can make. It is important for Anthropic to translate this closed loop financing into profitability. In other words, show me the money, otherwise the entire foundation may buckle.
๐๐๐Dear Tiger Friends: Are you ready to guess Singapore's favourite household name? I call this company The Freshness Fortress of Singapore. When everyone is sleeping, this hero is out at the fisheries at 3am just so your grandma can fight over the freshest fish. It is the only place where you can buy a week's worth of groceries, a random plastic stool and leave feeling like a financial mastermind because of CDC vouchers. Forget the stock volatility. As long as Singaporeans need instant noodles & toilet paper, this Freshness Fortress is here to stay! Can you guess the name of this stock? Hurry! The first one with the correct answer wins Tiger Coins ๐๐๐๐๐๐๐ฐ๐ฐ๐ฐ @TigerEvents
๐๐๐The undisputed crown jewels of my portfolio over the first half of this year were the Singapore banking giants with $OCBC Bank(O39.SI)$ leading the charge with a jaw dropping 59.5% rally. To put it simply, investing in the Singapore banks $DBS(D05.SI)$ OCBC & $UOB(U11.SI)$ this year was like hitching a ride on a massive, nuclear powered cargo ship while everyone else was trying to
The SGX 10 Shares Board Lot Revolution: Spotlight on Haw Par
๐๐๐The landscape of wealth building in Singapore has officially been rewritten. Starting today, Monday 5 October 2026, the Singapore Exchange has finally vaporised the financial barrier that locked every day investors out of Singapore's premium stocks. There is one stock that stands as the ultimate hidden champion of this 10 shares revolution: $Haw Par(H02.SI)$ Haw Par Is More Than Just Tiger Balm Haw Par is a legendary homegrown multi national conglomerate. It owns the absolute global jewel of traditional consumer healthcare: the world famous Tiger Balm brand. From its humble beginnings, Haw Par has scaled Tiger Balm into an international household name, selling ointments, patches and creams across more
๐๐๐ $TENCENT(00700)$ USD 7 billion deal with $Oracle(ORCL)$ shows that it has an insatiable unyielding appetite for high performance AI compute and it is willing to spend big to get it. However this cloud leasing route relies entirely on a regulatory blindspot & the investment thesis sits on a political knife edge. The moment a new policy draft lands in Washington, the rules of global AI access could be rewritten just as quickly. The smart money isn't just celebrating the sheer scale of Tencent & Oracle deal yet. It is closely tracking the geopolitical boundaries that dictate where the next generation of computing power is allowed to go. So Choice C - Future US Chip Restrictions is
๐The market is panicking over the recent news that Toshiba is planning to expand its capacity in the Philippines. This resulted in a huge drop for $Seagate Technology PLC(STX)$ & $Western Digital(WDC)$ of over 10%. The reality is the factory has not been built yet. Toshiba's expansion in the Philippines is slated for fiscal year 2027. Top tech specialists are already pointing out that this new capacity won't affect contract negotiations or flood the market until 2028 at the earliest. Wall Street is treating a distant 2028 supply projection like it is landing in data centres tomorrow morning. If you are a long term investor, this 10% drop is a gift from the market gods. As Warren Buffett l
$AEM SGD(AWX.SI)$ ๐๐๐I invest in AEM because you cannot run an AI driven world on untested chips. AEM builds the hyper advanced industrial System Level Testing equipment that tests these chips under real world workloads before they leave the factory. By holding AEM, I am investing directly in the physical quality control checkpoint of the global digital economy. As long as the world demands faster, smarter and more reliable chips to power the future, AEM's testing systems will remain an essential component of the global tech stack. I invest in AEM because it is proudly "Made In Singapore" that has successfully gone global. @Tiger_SG
๐At its core the SRS is a great initiative by the Singapore government to help Singaporeans slash their immediate income tax bill while building a tax sheltered nest egg for future retirement. If I have SGD 100,000 in SRS, leaving it in pure cash is a bad idea as it pays only 0.05%. With inflation, it is a slow motion loss of real purchasing power. With a 10 year horizon, I would allocate my SRS funds as follows: 40% in $SS SPDR STI ETF(ES3.SI)$ as it packs the top 30 blue chips in a single low cost vehicle. Almost 60% is weighted towards the Big 3 local banks DBS, OCBC & UOB. 30% in $ISHARES
๐๐๐Choice B: AI infrastructure and power is the undisputed heavyweight champion for the era of AI Agents. Why? AI agents require uninterrupted 24/7 ungodly amounts of baseload power. The software can be replicated for free & chips will eventually face price competition but the physical land, liquid cooling racks & electricity grids cannot be duplicated overnight. My top pick is $Vertiv Holdings LLC(VRT)$ . It builds the elite radiator setups, electrical plumbing & climate enclosures that keep those engines from physically melting down. Vertiv is the King of data center liquid cooling, power management and integrated rack scale solutions. @WallStreet_Tiger
๐๐๐The tech investing world witnessed fireworks when $Micron Technology(MU)$ dropped its incredible earnings report, printing record shattering financial numbers that proved the AI infrastructure is very real. But then the stock market barely blinked. This muted reaction is quite surprising but the smart money is checking how much runway is left in this AI memory supercycle. The metric I would be watching closely would be A: HBM Demand and Cloud Hyperscaler Capex Spend. It makes perfect sense to follow the biggest wallets in human history. This is the absolute holy grail signal. I care about the fact that Big Tech like Microsoft, Amazon & Google are spending hundreds of billions in data center Capex. HBM is the ph
The 10 Shares Board Lot Revolution: DBS, OCBC, UOB and Keppel Are Finally In Your Reach!
๐๐๐The Singapore Exchange has just dropped a financial bombshell that completely levels the playing field for everyday retail investors. Starting Monday, 5 October 2026, SGD is officially smashing down its historic barriers, allowing investors to buy shares in tight, ultra accessible board lots of just 10 shares. This is down from its restrictive 100 shares limit. Before this structural revolution, if you wanted a piece of Singapore's most legendary dividend paying cash cows, you needed thousands of dollars upfront just to get your foot in the door. High priced premium stocks were an exclusive playground for big institutional funds. But overnight, the gates have been thrown wide open. By using Tiger Brokers' platform, this board lot reduction acts as a massive
๐๐๐2026 has been a great year for me as I have watched my portfolio slowly grow with $NVIDIA(NVDA)$ as one of the best performers. It is currently up 23.88% year todate. NVIDIA has rewarded me with a massive USD 150 billion repurchase. Morgan Stanley has reinstated NVIDIA as its top semiconductor pick, citing the upcoming Blackwell server rack shipments seeing an "insane, unquenchable" wave of demand. The consensus Wall Street target for NVIDIA has been raised to USD 321.30, an upside potential of 39%. When I look back at how the year unfolded, my spectacular 93% gain on NVIDIA wasn't the result of some lucky 24 hours guess. It happened because I am able to do absolutely nothing when the short term noise
๐๐๐The financial world woke up to absolute chaos on Friday and the Singapore Exchange $SGX(S68.SI)$ took a brutal, jaw dropping 7.16% hit, violently dropping from its previous close down to SGD 20.99. For short term, emotionally driven traders, it felt like the sky was falling. But for sharp long term investors looking to build a massive FIRE passive income machine, Friday's sudden flash crash is nothing short of an absolute gift from the market gods! When a high moat, monopoly business drops over 7% in a single day, you don't panic. You lick your chops, pull up your Tiger Brokers $Tiger Brokers(TIGR)$ App and prepare to buy the dip. Why SGX F
One of the biggest winners this year has been $Roundhill Memory ETF(DRAM)$ . It didn't just walk into the market in a leisurely fashion. DRAM ETF sprinted at top speed to be the single fastest thematic ETF to reach USD 1 billion in just 10 days. It set the fastest asset gatherer of the year ballooning past USD 25 billion as institutional funds started pouring in. DRAM ETF has surged an incredible 123% year todate due to its top holdings $Micron Technology(MU)$ SK Hynix & Samsung Electronics reaching stratospheric heights due to AI memory boom. I have been fortunate to own a slice of DRAM as I recognise the physical reality of the AI bottleneck & positioned my capital accordingly
Higher Interest Rates & The Bond Battleground: The New Investor Playbook
๐๐๐The global financial market is standing on the edge of a dizzying cliff, staring directly down at a 5.5% interest rate. For months, every investor has been holding their breath, wondering if the relentless drop in asset prices will finally stop or explode into a chaotic market mess. Today, Friday 2 October 2026, the market faces its ultimate test: the US Jobs Report (Nonfarm Payrolls). Paired with fresh economic drama from Wednesday's PCE Inflation Data, the playbook for investing is about to be completely rewritten in real time. The Bond Blueprint: Hot vs Cold Jobs Data Think of the market as a giant scale and today's jobs numbers is a massive boulder about to drop. Wall Street is expecting a cozy 90,000 to 100,000 new jobs to have been added last month with the unemp
๐๐๐When the chip sector rebounded on Tuesday but $NVIDIA(NVDA)$ fell 0.72% while money chased $Marvell Technology(MRVL)$ , it ignited a fierce debate: Has NVIDIA lost its crown or is this a breathing room pause for a legendary leader? To believe NVIDIA is showing weakness because of a small red day is to misunderstand market mechanics. The reality is Nvidia's next generation Rubin architecture is entering full scale production. It is priced at millions of dollars per rack. The fundamental demand for Nvidia's total integrated platform is completeiy locked in. Why is Marvell up? The market has realised that you can build the fastest AI brain in the world but it is entirely useless if the data
๐๐๐While a USD 84.5 billion commitment from Anthropic sounds amazing, the confidential IPO prospectus disclosures reveal that this deal is not ironclad. There is a clause in Anthropic's prospectus that said it can cancel this SpaceX's deal by giving the latter a 90 days' notice. USD 84.5 billion is not guaranteed revenue. It is the maximum spending limit. For SpaceX, it means the revenue pipeline is remarkably fragile. Moreover this money is just for a hardware lease for NVIDIA's GPUs at the Colossus data center on Earth, not in space. My Take: I will lay in wait for a pullback, not for the space narrative to materialise. The fundamental demand for AI compute capacity is real but the deal is not concrete. It is still early days for SpaceX's narrative. While <
๐The clean energy landscape has just disrupted into a green firestorm. Is this the dawn of a massive, AI fueled power revolution or are we just watching another high octane speculative bubble? The truth is that industry level demand is undeniably real. Big Tech's bottleneck isn't chips anymore. It is electricity. $Bloom Energy Corp(BE)$ is fundamentally different compared to its peers. Bloom's huge USD 25 billion financing partnership with Brookfield Asset Management & critical data center deployments for giants like Oracle prove this isn't just a conceptual story. The grid is locked & Bloom provides a deployable off grid solution right now. However the daily momentum is wildly overheated. When companies
๐๐๐ $Micron Technology(MU)$ didn't just beat expectations. It completely shattered them, sending a clear message that the AI driven infrastructure boom is accelerating at a breathtaking pace. Micron's Q4 revenue nearly quadrupled year over year, exploding to USD 54.23 billion against the USD 51.07 billion Wall Street expected. Earnings per share hit USD 33.42, clearing consensus estimates by a mile. Gross margins climbed to an incredible 86%, confirming Micron's staggering pricing power amidst an acute memory shortage. Micron projected a revenue of USD 61.5 billion, blowing past the USD 57 billion expected. Micron's shares jumped as high as 15% post earnings. Then it settled down to about 1% to 2%, signalling that the market has already
Investing 101: The Bakery Strategy on How to Own The World's Greatest Corporations Through 3 ETFs - ES3, SPTM & VT
๐๐๐Imagine walking into a bakery with SGD 100 in your pocket, desperate to buy the perfect pastry. You could spend all your money on a single, shiny chocolate croissant. But what if the baker burnt the bottom or what if the recipe changed tomorrow? If that one pastry fails, your entire breakfast is ruined. That is exactly what it is like buying a single company's stock. Instead of gambling your hard earned cash on one single flavour, smart investors buy the "Grand Sampler Pack". This is a magical box containing a tiny, perfect bite of every single pastry in the shop. In the financial world this box is called an Index Exchange Traded Fund or more popularly known as Index ETF. For Singapore based investors, especially those who are new to the market, you can buy