🐯 Trip.com Crashes on Regulatory Probe: Real Risk — or a Classic China Fear Flush? ✈️📉 Trip.com Group plunged ~17% in a single session, erasing weeks of gains after China’s market regulator launched a formal investigation. The timing couldn’t be worse — travel demand was finally stabilising, sentiment was improving, and investors were rotating back into China consumption plays. So why such a violent reaction? Because in China tech, regulation is never just regulation — it’s memory. ⸻ 🧠 Why the Market Panicked (Psychology Matters) This sell-off wasn’t about numbers. It was about PTSD. Investors still remember: • 2021 tech crackdowns • Sudden rule changes • Profitable platforms becoming “policy problems” overnight So when the word “formal investigation” appears, markets don’t wait for detail

🐯 Singapore Home Sales Hit 4-Year High: Are S-REITs the Smart Trade? 🏙️📈 Singapore’s private housing market just sent a strong signal. In 2025, total new private home sales (ex-ECs) hit 10,821 units, up +67.3% YoY — the highest since 2021. That’s not a marginal rebound. That’s a cycle revival. For equity investors, this matters — not because developers are suddenly cheap, but because S-REITs offer a cleaner, more liquid way to express views on: • Property fundamentals • Interest-rate expectations • Cash-flow re-rating The question now: Is this strength durable — and can S-REITs push higher from here? ⸻ 🧠 Why Housing Strength Matters for REITs Residential sales don’t flow directly into REIT earnings, but they anchor confidence across the property ecosystem: • Signals household balance-sheet

🐯 Trump Threatens New Tariffs: Will the Sell-Off Last? When Does TACO? 🌮📉 Trump is back to doing what markets know best: weaponizing uncertainty. Via Truth Social, Trump announced a 10% tariff on eight European countries starting Feb 1, with a threat to escalate to 25% by June 1 if a so-called “Greenland deal” isn’t reached. Markets reacted instantly — and predictably. Overnight: • 🟡 Gold & Silver hit fresh weekly highs • 📈 US 10-year yields moved higher • 📉 Equities sold off on risk-off positioning The key question now isn’t what Trump said — It’s how long markets take him seriously. ⸻ 🌪️ This Is Classic Trump Trade Volatility Trump tariffs historically follow a pattern: 1. Shock headline 2. Fast risk-off repricing 3. Negotiation signals 4. Walk-back / delay / exemption 5. Markets rec

🚀 NVIDIA × Eli Lilly: A Blueprint for NVIDIA’s Next $100B Growth Vertical NVIDIA and Eli Lilly’s $1B, five-year AI partnership is being underappreciated by the market. This is not about healthcare experimentation — it is about AI becoming a revenue-generating input, not just infrastructure. This matters because it expands NVIDIA’s total addressable market beyond hyperscalers. ⸻ 🔑 Why this deal is structurally bullish for NVIDIA NVIDIA’s current growth is tied to capex cycles at cloud providers. This partnership introduces a different demand driver: 👉 Outcome-based AI spending. Eli Lilly is deploying AI to improve: • Drug discovery hit rates • R&D capital efficiency • Time-to-market for blockbuster therapies If AI increases success probabilities or shortens development timelines by even

🧠 TSMC Beats on AI Demand: Why This Quarter Matters More for 2026 Than 2024 TSMC’s Q4 revenue rose +20.45% YoY to T$1.046T, beating LSEG SmartEstimate and landing at the top end of company guidance. On the surface, this confirms what markets already know: AI demand remains strong. The deeper takeaway, however, is not the beat — it’s what hasn’t broken. Despite: • Elevated utilisation rates • Rapid node migration (5nm → 3nm) • Heavy capex over the past 2 years TSMC is still operating in a capacity-constrained environment at the leading edge. That tells us the AI cycle is structural, not cyclical. ⸻ 🔍 What the numbers are really saying 1️⃣ Revenue quality is improving, not just volume • Growth is being driven by advanced nodes, not trailing-edge recovery • AI accelerators carry higher ASPs a

🏦 Banks Kick Off Earnings Season: Strong Fundamentals — or a Rally That’s Priced for Perfection? US bank stocks are heading into earnings season at cycle highs, not cycle lows — and that changes everything. JPMorgan, Goldman Sachs, Citigroup and Morgan Stanley report next week, with expectations already elevated after a strong run-up in financials. 📊 The setup looks solid on paper: Consensus expects S&P 500 Financials earnings to grow ~6.7% YoY in the December quarter, supported by: • Resilient consumer credit quality • Strong trading revenues amid higher volatility • Early signs of investment banking recovery • Reduced rate uncertainty vs mid-2024 But here’s the catch 👇 ⚠️ Valuations are no longer forgiving. Bank stocks have rerated aggressively over the past year — pricing in: ✔ A so

🐯 Government Backs Nuclear Energy Can Centrus Energy Reclaim New Highs? ☢️📈 The U.S. government just fired a clear signal: 👉 Nuclear energy is no longer optional — it’s strategic. Under a new initiative to rebuild America’s nuclear fuel supply chain, $2.7 billion in grants has been allocated to: • Centrus Energy • Two other domestic nuclear fuel manufacturers And the market didn’t miss it. 📈 Centrus Energy surged ~10% in a single session, with nuclear-linked names rallying across the board. But this move may be more than just a headline pop. Let’s unpack why this matters — and whether Centrus can push to new highs. 👇 ⸻ 🇺🇸 1. Why This Funding Is a Big Deal For decades, the U.S. relied heavily on Russian-enriched uranium for nuclear reactors. That’s now a national security risk. 💥 The new po

🐯 From Micron to Samsung & SK Hynix Will a Memory Shortage Reshape 2026 Tech Stocks? 💾📈 The memory cycle is waking up — and the market is starting to price it in. This week: • 🇰🇷 Samsung Electronics surged ~5% to a record high • 🇰🇷 SK Hynix climbed ~3% • 🇭🇰 CSOP Samsung Electronics Daily (2x) spiked ~11% • 🇭🇰 CSOP SK Hynix Daily (2x) gained 6%+ This wasn’t just a relief rally — it was a signal. 🧠⚡ ⸻ 🔄 1. The Memory Cycle Is Turning (Again) Semiconductor memory is not linear — it’s cyclical, brutal, and binary. 📉 2023–2024: • Oversupply • Collapsing DRAM & NAND prices • Inventory write-downs 📈 Late 2025 → 2026 setup: • Supply discipline • Demand inflection • Pricing power returns 💡 Key insight: Memory stocks don’t move when earnings are good — They move when pricing inflects. And pr

$Intel(INTC)$   🐯 Can Intel’s Panther Lake Win Back Market Share? An in-depth look at strategy, technology, and the shifting chip industry landscape In a moment that’s quickly becoming one of the most pivotal in Intel’s recent history, the company unwrapped its Panther Lake architecture at CES — a set of processors designed to reignite Intel’s performance leadership and challenge the dominance of competitors like AMD and Apple. But can this launch really help Intel win back market share in a tough and evolving market? Let’s break it down. 📊 ⸻ 🌍 1. The Market Intel Is Fighting In Intel isn’t just battling rival silicon anymore — the landscape itself is transforming: ✨ AMD has been strong in desktops, workstations, and servers ✨ Apple has

$Tiger Brokers(TIGR)$  ⏳ #2026 Outlook: Locking in My Investment Time Capsule High Conviction, Real Stakes, No Rewrites This is not a prediction post. This is a commitment post. As we step into 2026, I’m locking in my market views knowing I’ll read this again one year from now — with no edits, no excuses, and no hindsight bias. ⸻ 1️⃣ The sector / stock I’m most optimistic about in 2026 is: AI Infrastructure & Execution-First Platforms Not AI hype. Not AI demos. But AI that is already embedded into real workflows. My highest conviction names reflect this: • NVDA & AMD — AI doesn’t scale without compute. Period. Demand volatility may exist, but long-term compute intensity is non-negotiable. • PLTR — AI that actually runs operations, not

$Tiger Brokers(TIGR)$  📊 TA Education: Read the Market, Trade Smarter, Get Rewarded RSI + Moving Averages — Simple Tools, Powerful When Used Correctly Technical analysis isn’t about predicting the future. It’s about understanding probability, momentum, and risk. This post breaks down two of the most commonly used indicators — RSI and Moving Averages — in a simple, intuitive way, and highlights how traders misuse them. ⸻ 🔍 Indicator #1: RSI (Relative Strength Index) What RSI actually measures: 👉 The speed and strength of recent price movements. RSI oscillates between 0–100: • Above 70 → strong momentum / overextended • Below 30 → weak momentum / oversold ❌ Common mistake “RSI is above 70, so I should short.” This is one of the biggest beginner

🚀 Is Space a Core Investment Theme for 2026? From “Moonshots” to Infrastructure Plays For years, space investing was treated as speculative — long timelines, weak economics, and too many promises. That narrative is changing. As governments accelerate spending on space-based infrastructure — communications, navigation, missile tracking, and Earth observation — space is starting to resemble defense + cloud + logistics, not science fiction. The key shift? 👉 Execution now matters more than vision. ⸻ 🛰️ Rocket Lab: From Launch Provider to Space Prime Contractor One company increasingly at the center of this shift is Rocket Lab (RKLB). 2025 execution highlights: • 21 flawless launches — no failures, no delays • Proven cadence, not one-off success • End-to-end capability: launch + spacecraft + sy

🚀 Baidu Rockets as Kunlun Chip Files for HK Listing Is China Tech Entering a New Re-Rating Cycle? Baidu just delivered one of the most important China tech catalysts we’ve seen in a while. On January 1, Baidu announced that its Kunlun Chip unit has officially submitted its listing application to the Hong Kong Stock Exchange. The market reaction was immediate — Baidu surged ~15% this week, outperforming both the Hang Seng Tech Index and broader China equities. But this move is about far more than a short-term rally. ⸻ 🔑 Why Kunlun Chip Matters More Than the Headline Suggests Kunlun is not a side project. It is strategic infrastructure. Baidu began developing Kunlun to address one core problem: 👉 China’s dependence on foreign AI chips amid tightening US export controls. Kunlun’s role in Baid

🎅 S&P 500 Is Being Pulled Toward 7,000 — Not Pushed This rally isn’t driven by optimism. It’s driven by mechanics ⚙️ The record-scale triple witching cleared massive options exposure between 6,700–6,800, removing a key source of dealer pinning. Once that pressure lifted, price moved higher — fast. Markets don’t break out when everyone gets bullish. They break out when constraints disappear. ⸻ 🧠 Options positioning explains the move Current options dynamics show: • 🟢 Positive gamma above ~6,835, forcing dealers to buy into strength • 🔄 6,900 as the main two-way battlefield • 🎯 7,000 acting as a magnetic level, not a stretch target In a positive-gamma regime, dips are bought, volatility stays compressed, and price tends to grind higher by default. This is exactly that setup. ⸻ 📈 Why 6,90

🤖 AI Is Quietly Crossing the Point of No Return — And the Market Is Still Debating Valuation 🏦 Bank of America CEO Brian Moynihan just made a statement that deserves far more attention: AI is now having a meaningful impact on the U.S. economy. This matters because markets don’t reprice themes — they reprice economic forces ⚙️📈 When CEOs start describing AI in economic terms, not innovation buzzwords, we’re no longer in a “story phase”. We’re entering an execution phase. ⸻ 📊 Why JPMorgan’s “conservative pricing” comment isn’t crazy On the surface, AI stocks look expensive. Under the hood, expectations are still… modest. What’s largely not priced in 👇 • 🚀 AI inference demand beyond Big Tech • 🏢 Enterprise-wide AI deployment becoming default • 🌍 Sovereign & national AI infrastructure spen

🗓️ Stocks to Watch Today — Holiday Week Heatbeat (22 Dec) 📈 Global & Macro Background Markets are digesting mixed signals going into the final stretch before Christmas: • U.S. futures lifted Friday after AI-led tech gains — indicating risk appetite into the Santa Rally window.  • Asian markets turned upbeat this morning as players position for year-end flows and rate cut hopes.  • Indian indices are climbing with strong breadth, led by IT and banking strength.  Liquidity is lighter than usual — which means small moves can have big impacts. Trade with discipline! 🧠📉 ⸻ 🚀 Key Stocks to Watch (Across Markets) 🧠 U.S. & Global Movers • Tesla (TSLA) — momentum remains, boosted today by a legal win on executive pay — volume spike possible.  • Clearwater Analytics — breakout news with s

🎅 Santa Rally Begins! Enjoy More Trade Gains or Time to Cut Risk? Markets rebounded on Friday, wrapping up a mixed but telling week for equities. Under the surface, price action is starting to line up with something traders wait for all year… 👉 The Santa Claus Rally 🎄📈 Defined as the last 5 trading days of the year plus the first 2 of the new year, this period has historically delivered some of the strongest short-term returns in the calendar. But here’s the real question: Is this a gift… or a trap? Let’s break it down properly 👇 ⸻ 📊 1️⃣ What Makes the Santa Rally Statistically Interesting? Historically (S&P 500 data): • 📈 Average positive return during Santa window • ✅ Higher win-rate vs random 7-day periods • 💧 Lower volume, but stronger directional bias Why? • 🎁 Year-end fund inflow

$Tiger Brokers(TIGR)$  🎄 Christmas Around the Corner: How Smart Investors Think, Trade & Reset at Year-End As Christmas approaches, markets don’t just slow down — their character changes. Liquidity thins. Volatility becomes deceptive. Headlines feel louder than they really are. And for many investors, this is where the biggest mistakes (or smartest decisions) of the year happen. So let’s break this down properly 👇 ⸻ 📊 1️⃣ What Actually Changes in the Market During Christmas Week? This period is often misunderstood. It’s not that markets are “quiet” — it’s that participation drops. Key structural shifts: • 📉 Institutional desks scale back risk • 🏦 Funds lock in performance for year-end reporting • 🧮 Rebalancing & tax-related flows dist

🏦🔥 DBS & OCBC at Record Highs — The “Boring” Trade That Keeps Beating Everything 🔥🏦 While the market argues about rate cuts, AI bubbles, and the next 10-bagger… DBS and OCBC quietly hit new highs. • DBS ~$56 • OCBC ~$19.47 No hype. No storytelling. Just cash, discipline, and compounding. And that’s exactly why this matters. ⸻ 🧨 The Big Misconception: “Rate Cuts Will Kill Bank Stocks” That’s true — for old-school banks. But SG banks have already evolved: • Wealth-management fees now cushion NIM pressure • Fee income is becoming a core earnings driver • Less dependence on pure lending spreads DBS and OCBC are no longer just banks — they are Asia wealth platforms wearing a bank licence. ⸻ 💰 Why These Highs Are Different Let’s be clear: These highs are not speculative highs. They are suppo

🚨🚗 Tesla Hits ATH… Then Blinks. Déjà Vu or the Calm Before $500? 🚗🚨 Why 2026 may NOT repeat history — and why this time is different. Tesla just printed new all-time highs, only to retreat intraday — a pattern long-time TSLA watchers know too well. But here’s the key question investors should be asking 👇 Is this another 2021-style peak… or the final consolidation before Tesla’s biggest rerating ever? Let’s cut through the noise. ⸻ 🔥 ATH Pullback = Distribution? Or Smart Money Rotation? Every major Tesla bull cycle has started the same way: 1️⃣ Break ATH 2️⃣ Shake out retail 3️⃣ Sideways consolidation 4️⃣ Explosive leg higher We saw this: • 2020 – before S&P 500 inclusion • 2021 – before the parabolic run • 2023 – before AI + autonomy repricing 📉 Intraday pullbacks at ATH are not bearis