@Shyon:I’m more bullish on AI hardware after Nvidia’s $NVIDIA(NVDA)$ results. The stronger-than-expected guidance confirms that AI capex remains powerful, although I’ll be watching memory costs and margin pressure closely. For $Meta Platforms, Inc.(META)$ and $Snap Inc(SNAP)$ , I think the regulatory pressure is becoming a broader theme rather than a one-off. Teen-safety rules and lawsuits could create higher costs and uncertainty across the social-media sector. For tech valuations, I’d say AI capex momentum matters more right now. As long as hyperscalers keep spending aggressively, strong earnings growth can help offset some pressure from higher-for-longer rates. I
@koolgal:🌟For years, international fund managers dismissed the Singapore stock market as a slow moving retirement village - a dull boring market with old school banks , matured REITs & industrial conglomerates. Not any more. The Singapore market is now very much a vibrant market attracting global Institutional titans & ultra high net worth family offices looking for a safe haven to park their assets. That is why my answer is A: I am still bullish on $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ & $UOB(U11.SI)$ When DBS launches a campaign to hire 500+ young local professionals to scale its technology & wealth pipelines, it sends a clear message:
@Aqa:If Tiger Brokers allow me to hold only Gold vs Bitcoin, through to the end of this year, which one would I pick? Gold as investment has been around for centuries. It is a more stable and reliable safe-haven asset, while Bitcoin offers higher potential returns in very short term with much greater volatility. This week’s choice all depends on one’s personal financial goals and risk tolerance. Bet on Bitcoin if one has high risk tolerance and can handle sharp price swings. Good luck 🍀 Thank you @TigerEvents @TigerStars @Tiger_SG @Tiger_comments
@Shyon:For me, the biggest takeaway is that the market is clearly rotating back into AI software, cybersecurity and enterprise tech. I’m especially watching $Salesforce.com(CRM)$ , $ServiceNow(NOW)$ and $NVIDIA(NVDA)$ because their earnings, AI catalysts and improving momentum suggest the underlying story remains strong. The broad participation also gives me more confidence that this isn’t just a one-stock rally. That said, I’m not chasing the strongest green candles here. $CRM, $Veeva
@koolgal:🌟🌟🌟I am firmly bullish on the continuation of the $SK hynix(SKHY)$ memory supercycle. Let's laugh at the idea of Big Tech "cutting back" on memory expenses & pretend that Google or Meta will stop buying HBM because it costs more . It is like expecting a Formula 1 team to buy cheap tyres to save a few bucks. In the AI arms race, coming in 2nd place is the same thing as coming in last. The demand for memory isn't a luxury. It is a hard physical constraint of computing. A single advanced NVIDIA GPU cluster requires more HBM stacks layered together just to keep the processor from starving for data. SK Hynix isn't just sitting in Korea hoping for the best. They are expanding into Indiana US to secure a geopolit
@Optionspuppy:Beginner guide 🚀 Nvidia Reclaims the AI Narrative — But What Happens to the Rest of the AI Supply Chain? Tiger Brokers | Market Rebound: Rally or Pullback? Capture potential opportunities. Stay Flexible with Options
@koolgal:🌟🌟🌟 $YOFC(06869)$ builds the literal, physical highways of global telecom, yet it is $ZJINNOLIGHT(03308)$ building the high speed highway toll booths & transceiver engines that commands the Trillion Yuan premium & captures the institutional public fund crown. The differentiation we are witnessing is the classic split between physical infrastructure and compute enablement. YOFC is riding a magnificent highly profitable cyclical wave d
@Shyon:I’m leaning cautiously bullish on gold here, but I wouldn’t chase it aggressively. The Treasury buyback is a positive liquidity signal, but compared with the overall Treasury market, the scale is still relatively small and very different from QE. For me, the bigger drivers are still long-term: elevated U.S. debt, currency concerns, inflation uncertainty and the possibility of lower rates. Gold moving first makes sense, but I’d rather wait for confirmation from Treasury yields and broader macro data before adding heavily. If long-term yields remain above 5%, that could still pressure gold in the short term. Overall, I think gold still has room to run, but the path won’t be straight. I’d prefer to use pullbacks to build exposure gradually rather than buying after a sharp rally, especially w
@koolgal:🌟🌟When $Advanced Micro Devices(AMD)$ pops almost 5% right before $NVIDIA(NVDA)$ earnings week, it is the classic pre earnings sympathy rally - the appetiser before the main course, the warm up before the main show. So should you follow AMD's wave or wait for Nvidia's results? Camp A: Follow AMD now. You jump into the wave like a surfer who sees a good swell & thinks - YOLO, let's ride. It is thrilling & fast but you are surging in front of a volcano which may or may not erupt. Camp B: Wait for Nvidia's results You sit calmly on the beach & say "I will join after the fireworks." It is safer, more zen, less drama. But you might miss the first blast of momentum. Whether you