🌟🌟🌟The market didn't just rebound on Friday, it snapped back like a rubber band that had been stretched too far.  One minute we were watching fear ripple through every asset class, the next minute everything decided to rally together like they had rehearsed it. Stocks climbed, Big Tech charged ahead and risk appetite returned from its short vacation. Meanwhile Spot Gold jumped 3%, Silver surged 7% and Bitcoin snapped back above USD 70,000. It is the kind of synchronised rebound that makes everyone wonder : Is this a genuine risk reversal or just a violent relief bounce before the next plot twist? No one knows for sure - not the strategists, not the quants  but the signals are interesting : Precious metals ripping suggests that liquidity is still flowing.  Crypto's sharp reco

Big 5 of Mag 7: Which one offers best value? $Alphabet(GOOG)$ : The Under appreciated Workhorse: It is the best value now.While the market panic over their 2026 capex, it has just posted a record USD 400 billion revenue year.  Trading at a lower PEG ratio than its peers, it is the AI power player hiding in plain sight. Apple : The Defensive King.  It defied the trend by being the only giant whose capex actually declined. While others build data centers, Apple is counting record iPhone cash. It is a safe haven though you pay a premium P/E of 34 for peace of mind. Meta : The Efficiency Machine: Revenue is soaring 24% YoY but the market is getting nervous about the scale of its  infrastruct

🌟🌟🌟The recent tech rout can be summed up in one word : Capex.  Not AI, not earnings, not hype.  The Star Wars of Compute is here - a USD 600 billion arms race where every cloud titan is building Death Stars of silicon, data centers and model training clusters.  The market is suddenly asking the only question that matters : Who will actually monetise all this? The Dominoes Fell Fast  $Alphabet(GOOG)$  and $Amazon.com(AMZN)$  both delivered monster growth.  Both revealed monster capex.  Both got punished. Google fell 7% but recovered to - 0.6% by sheer force of fundamentals.  Amazon is down 10% as inve

🌟🌟🌟The stage is set for a historic Monday on February 9 2026 for $DBS(D05.SI)$    As the undisputed Alpha of Singapore banking prepares to unveil its latest earnings report, the market is holding its breath.  We are not just looking at a balance sheet, we are witnessing the evolution of a financial fortress that has redefined global excellence. Is SGD 60 the ceiling? Or are we standing on the edge of a new launchpad to SGD 70? Why JPMorgan Set A SGD 70 Target  The smart money is aiming for the sky.  JPMorgan analysts Harsh Wareham Modi and Daniel Tan maintained a conviction price target of SGD 70.00, an upside potential of 18% in their recent reports.  Their bullish stance is buil

🌟🌟🌟DBS $DBS(D05.SI)$ is heading into its February 9 results with the stock hovering around the SGD 60 psychological barrier like it is deciding whether to make history or tease the market for one more week. I am rooting for DBS winning big . So my vote is A: Breakout to SGD 60. Why? Because wealth management has been the quiet engine humming beneath the surface.  If those numbers come in higher than expected, the market won't just nod.  It will rerate DBS on the spot. Now add this: JPMorgan has a target price of SGD 70 for DBS.  When a global institution plants a SGD 70 flag , it tells you that the rally isn't over. It is simply catching it

🌟🌟🌟If  I can only hold 1 stock during a government shutdown it would be $Alphabet(GOOG)$ and not $General Motors(GM)$ .  This is because in a government shutdown I want a fortress , not a factory. General Motors is a solid proud American icon but it is also tied to consumer sentiment which tanks during political chaos, credit markets which get jittery fast and union negotiations which can flare up when the government is distracted. GM is like holding a car that might stall when the traffic lights stop working . Alphabet on the other hand is like the kid who brings snacks, cash and straight A grades to the apocalypse. Alphabet has USD 100 billion plus in cash, global revenue streams , AI dominan

🌟🌟🌟The market behaved like a petulant child throwing tantrums all week but I smiled because every tantrum just handed me the chance to scoop up giants like @NVDA $Amazon.com(AMZN)$ $Alphabet(GOOG)$ at bargain prices.  These giants will recover as tantrums fade, value endures and I am collecting these champions at discount prices. 🥰🥰🥰🌈🌈🌈💰💰💰 @Daily_Discussion @TigerStars @Tiger_comments @TigerClub

🌟🌟🌟Optoelectronic Integrated Circuits is the new arms race.  This is the frontier where photonics meets silicon.  Lasers replace copper.  Bandwidth scales without melting servers & latency drops to near zero. Companies that master this are the ones who can integrate lasers, modulators, detectors & drivers into a single chip.  These are the companies who will own the next decade of AI infrastructure. This is not a "nice to have".  This is survival. Nvidia $NVIDIA(NVDA)$ is bleeding right now with its share price dropping like a rock to the bottom of the ocean.  But in optical communications?  Nvidia is not just participating.  It is building the future. Nvidia is investing in optical interconnects f

🌟🌟🌟If I can only pick 1, I would choose A: Space X because Star link is the ultimate moat.    I am choosing Space X because it practically owns the sky, prints recurring revenue and  has zero real competitors.    Space X is also the company that powers global communications and executes well like a machine. Space X: Its moat is orbital. The upside is interplanetary and its story is generational.  Because if I am going all in, I might as well pick the one that can literally leave Earth. If Space X IPOs, it won't just be a stock.  Space X will be a global infrastructure play wrapped in a Sci Fi narrative. @Tiger_SG @Tiger_comments

I choose A: The AI & Semi Valuation Purge - A Healthy Reset.  This selloff looks more like a valuation purge than a structural collapse. AI & Semiconductors have been priced for perfection for months. Software multiples stretched.   Anything with AI automation got a premium. Anthropic drops new legal work flow automation tools.  Suddenly the market realises that AI isn't just enabling software.  It is competing with it.  That's enough to trigger a sentiment shock, not a structural trend reversal. This is what a healthy reset looks like: Excess froth gets burnt off.  Momentum traders exit.  Funds rebalance.  Strong companies get cheaper.  Weak companies get exposed. Beneath the chaos, opportunities are quietly starting to brew. Why

🌟🌟🌟There are market shocks you forget in a week and then there are the ones that remain in your memory.  April 2025 was one of those.  When the tariff announcement blindsided global markets, we watched nearly USD 1 Trillion evaporate in a single session.  Tech collapsed.  Semiconductors cratered.  Investors ran for exits like the floor was on fire. Fast forward to today and the deja vu is unmistakable.  6 straight sessions of software selling.  USD 830 billion erased since January 28.  A sector down from its October highs.  Anthropic unveils new automation tools for legal work flows and suddenly the entire software universe trades like its margins just got rewritten. A Goldman tracked software index plunges 6%.  The Nasdaq 100 sheds US

🌟🌟🌟Being a dividend focused investor, I like $Valero(VLO)$ .  Valero isn't a glamorous tech stock .  It doesn't promise moonshots or hype.  What it offers is something far rarer in a chaotic world: cash flow discipline , operational excellence & leverage to geopolitical shocks. With tensions rising in Iran, Valero sits in a uniquely advantaged position. Valero has been one of the strongest performing refiners over the past few years.  Refiners tend to outperform when oil prices rise due to geopolitical risk, supply disruptions and global fuel demand stays firm. Valero has benefited from all these factors. Valero is one of the lowest cost refiners in the US.  It exports heavily to regions affected by supply tightness.&

🌟🌟🌟 $Amazon.com(AMZN)$ finds itself caught in the Bullwhip Shadow.  This is the sting of over ordering inventory.  In 2026 it is the fear of over ordering data centers. The Capex Binge: Amazon is expected to increase capex exceeding USD 150 billion.  After Google was punished for its USD 175 B+ forecast, investors are concerned that Amazon is overspending in Capex. CEO Andy Jassy needs to prove that the massive billions being spent on AI infrastructure are actually hitting the bottom line now, not in 2028. Amazon must deliver in 3 areas: AWS needs to show growth of 21% or higher.  Anything less, the AI laggard label returns with a vengeance. The Margin Magic: Analysts are looking for EPS of USD 1.97.  If the Bullwhip effe

🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234. The market is witnessing a brutal show me moment for Big Tech.  While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. Google's earnings report showed that it is benefiting from its long term AI integration.  However the cost is substantial. The Harvest: Google Cloud increased 48% as AI workloads grew.  It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises. The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending. The

🌟🌟🌟Gold never moves in straight lines & right now it is trading inside a pressure cooker of geopolitics, liquidity shifts and fear premium. My pick is B - Flat to slightly up USD 4800 to 5000. Why? Geopolitical tension is already priced in.  The Trump Iran rhetoric has pushed gold sharply higher but markets tend to pause after the first fear spike.  The safe haven bid stays alive but the panic premium cools. Liquidity stays supportive.  With US deficits ballooning and bond yields struggling to stay positive, Gold has support. Momentum is stretched.  After a strong run, Gold often consolidates as traders take profit and funds rebalance. In short , you have Gold holding its gains, maybe nudges higher but doesn't yet have the catalyst for a clean breakout above USD 50

🌟🌟🌟If you are bullish on $Alphabet(GOOG)$ but want a discount, a Cash Secured Put is a good options strategy. The Set Up: Sell a put at a strike price slightly below the current price. Collect premium. If the stock dips, you get assigned at a cheaper level. If it does not , you pocket the premium. Why it works for Google: Google rarely collapses post earnings unless something catastrophic happens.  Its fundamentals are fortress level.  Selling puts lets you monetise that stability. This is a strategy that says "I love you Alphabet but I would love you even more at a 3 to 5% discount." @Tiger_comments @Tiger_SG

🌟🌟🌟Walmart $Wal-Mart(WMT)$ recent ascent to USD 1 trillion market capitalisation, proves that in an age of digitalisation, physical scale  is the ultimate superpower. No Agentic AI can replicate the sheer physical grit of 5,000 stores or the complex machinery of global fulfilment. By using its massive footprint into high velocity AI hubs & a high margin advertising juggernaut, Walmart has successfully shed its old retail skin to become a tech powered titan. Walmart isn't just selling groceries anymore.  It is selling an automated hyper efficient future where logistics is the new software. While the SaaS sector may tremble, Walmart's trillion dollar milestone is an achievement that the late great Sam Walton, Founder would be proud of