@Barcode:$ServiceNow(NOW)$$Microsoft(MSFT)$ $NVIDIA(NVDA)$ ๐ป๐๐ ServiceNow $NOW Is Starting To Look Like A Major Enterprise AI Reacceleration Trade ๐๐๐ป Iโm watching NOW extremely closely because todayโs move is beginning to look far more important than a standard analyst upgrade reaction. $NOW surged more than +8% after Bank of America reinstated coverage with a Buy rating and a $130 price target, helping trigger one of the most aggressive options positioning shifts seen recently in large-cap enterprise software. What immediately caught my attention was the options flow. $NOW represented roughly 7% of all traded options volume today outside of the Mag
@koolgal:๐๐๐NTT DC REIT $NTT DC REIT USD(NTDU.SI)$ is a pure play global data centre vehicle. Despite beating its initial IPO metrics last week by delivering a maiden DPU of 5.56 cents, the share price continues to trade flatly near its launch price. Why? As long as global central banks keep interest rates higher for longer, the entire REIT sector faces intense macro headwinds. However for dividend focused investor like me, its forward dividend yield of 10.8% is very attractive. I have put this REIT on my watch list. @Tiger_SG @TigerStars @Tiger_comments
@Shyon:My stock in focus today will be $LiveRamp Holdings, Inc.(RAMP)$ after shares surged more than 27% following news that French advertising giant Publicis Groupe is acquiring the company in a $2.2 billion all-cash deal. The acquisition price of $38.50 per share represents a 30% premium, showing how valuable LiveRamp's data collaboration platform has become in the AI era. What makes this deal interesting is that LiveRamp specializes in helping companies securely connect and match datasets without directly sharing personal information. In today's AI race, high-quality proprietary data is becoming one of the biggest competitive advantages, and Publicis clearly sees "data co-creation" as a critical growth driver for the future of AI-powered advertising
@Aqa:$Apple(AAPL)$ is still good. Thanks to President Donald Trump the U.S. stock had a fabulously good week. It is not just a mobile phone stock. It is one of the biggest AI stock! I am holding this outstanding AI stock for more up side. Not wrong if you take some profit this week. Always that profit to enjoy life.๐ Thanks for sharing @Mrzorro To the moon!๐๐๐
@Shyon:Iโm watching the upcoming earnings closely, especially names like $NVIDIA(NVDA)$ $Wal-Mart(WMT)$ $Analog Devices(ADI)$ $TJX Companies(TJX)$ . The focus for me is mainly on EPS beats and forward guidance rather than just short-term price moves, especially in AI and retail-related stocks. On the dividend side, Iโm looking at names like $Equinix(EQIX)$ ,Microsoft Corporation and Applied Materials Inc.. I see them more as long-term compounders where dividends are a bonus rather than the main driver. Overall, Iโm staying cautiously bullish but selective, balancing growth names wit
@koolgal:๐๐๐I invest in $ST Engineering(S63.SI)$ because it is Singapore's defensive tech monopoly, a sovereign fortress and a national champion, all wrapped into one powerful stock. It is the ultimate peace of mind that comes from knowing that my capital is hardwired into defence, aviation and smart city infrastructure of Singapore. ST Engineering also pays steady dividends every 3 months. The next one is due July 29 2026 with a dividend yield of 2.31%. Ka-ching!๐ฅฐ๐ฅฐ๐ฅฐ๐๐๐๐ฐ๐ฐ๐ฐ @Tiger_SG @Tiger_comments @TigerStars
@DiAngel:Now at Terminal 2 waiting to board my Seoul flight. Then 3.5-4hrs on the road to tech or industrial park. But today that customer stock not doing well. Down 2%. Maybe they already spent USD50K for my 5 days consultancy work. [LOL] [Happy] [Smile] [Chuckle] Hopefully the stock will go up after my 5 days work. [Applaud] [Applaud] @MHh@Wayneqq@1PC@Universeๅฎๅฎ@rL@melson
@Aqa:This Donald Trump trip to China is really the heaviest of all the heavyweightsโ summit. Trump assembled this multi-trillion-dollar concentration of private capital to push Chinese President Xi Jinping to "open up" Chinese markets to American enterprises. The overarching negotiations center heavily on the global AI race, easing export bottlenecks on Nvidia's specialized H200 AI chips, and securing mutual supply chains for rare earth minerals. Most significantly this trip opens up especially a new leg of upside for the market on semiconductor and AI compute exports. Thanks for sharing @icycrystal @Tiger_comments ๐๐ป
@koolgal:NVIDIA: Ride the Rocket to the Moon or Lock in Gains? ๐๐๐The air is getting remarkably thin at the absolute peak of the global technology mountain. $NVIDIA(NVDA)$ has just smashed through another barrier, closing the week at a fresh all time high. As we cruise through mid May 2026, the global financial market is gripped by a state of high octane suspense. NVIDIA is scheduled to deliver its highly anticipated Q1 FY 2027 earnings on May 20 2026. NVIDIA's Earnings Expectations: Priced for Absolute Perfection The Consensus Baseline: Wall Street expects revenue to skyrocket past USD 32.4 billion to USD 34.2 billion for the single quarter. This is driven by a high demand for advanced sil
@Shyon:$EQT Corp(EQT)$ Recently, I started to slowly build my position in EQT because I believe the natural gas sector is entering a much stronger long-term cycle. While many investors continue to focus heavily on AI and semiconductor stocks, I see energy infrastructure as one of the forgotten themes that could quietly outperform over the next few years. EQT, being one of the largest natural gas producers in the United States, stands in a very strong position to benefit if gas demand continues to rise globally. The stock has also gone through periods of consolidation and negative sentiment, which creates a more attractive entry point for long-term investors like me. Another reason I am interested in EQT is the growing electricity demand coming from A
@koolgal:Is Circle A Buy or Bye After Clarity Act Advances? Why Not Pivot to IBLC ETF? ๐๐๐On May 15 2026, the US Senate Banking Committee officially cleared the long stalled 309 page Digital Asset Market Clarity Act. It was supposed to be a historic red carpet moment for $Circle Internet Corp.(CRCL)$ the mastermind behind the massive USD 34 billion USDC Stablecoin ecosystem. Instead after an initial euphoric breakout, CRCL tumbled 3.93% on Friday, leaving investors wondering is this a classic "sell the news" trap? Why Did Circle Drop? The legislative advancement of the CLARITY Act is a massive long term win but lawmakers snuck a highly specific financial anchor into the Clarity Act compromise text. To protect traditional banks, the Senate
@koolgal:๐๐๐ $SIA(C6L.SI)$ has just announced its highly anticipated full year results on 14 May 2026. While the passenger volumes has hit a historic peak, SIA's net profit dropped by 57% to SGD 1.18 billion. The market has instantly punished the stock, dragging it down its 52 week low to close at SGD 6.27. What happened? SIA copped a massive SGD 945.2 milion share of losses from its 25.1% stake in Air India and the absence of last year's one off SGD 1.1 billion accounting gain. On top of that SIA suffered from the brutal impact of high jet fuel price hike due to the Iran War. On the bright side, SIA declared a total full year dividend of SGD 0.37 per share including a surprise special final dividend. This represents a nice juicy
@Barcode:$Ondas Holdings Inc.(ONDS)$$Palantir Technologies Inc.(PLTR)$ $AeroVironment(AVAV)$ ๐ฐ๏ธโ๏ธ๐ $ONDS Q1 2026: Defense AI Ambitions Go Hypergrowth While Cash Burn Explodes ๐โ๏ธ๐ฐ๏ธ Ondas just delivered one of the most aggressive small-cap defense growth quarters of 2026. Revenue exploded +1065% YoY to $50.1M, backlog surged to a staggering $457M, and management raised FY26 guidance again as the company races to build what increasingly resembles a vertically integrated autonomous warfare and ISR ecosystem. But beneath the surface, this quarter was also a masterclass in financial engineering, acquisition-fuelled scaling, and operational complexity. Th
@Shyon:Iโm watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEMโs +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer