Amazon.com (AMZN), Marvell Technologies (MRVL), and Alphabet Inc (GOOG) are advancing custom chip strategies, but NVIDIA (NVDA) leads in AI GPUs and the CUDA ecosystem, outperforming AMZN (AWS) and GOOG (TPUs) in high-end AI tasks Despite growing competition from AMZN, MRVL, and GOOG, NVIDIA remains dominant in AI, particularly in training large models, autonomous driving, and data centers, and continues to lead AI-driven data center demand and enterprise applications Selling NVDA at $180 may be reasonable, while holding is ideal for those confident in its continued AI and data center dominance, and buying rising stars like AMZN or MRVL could be worthwhile long-term despite their smaller scale The chip war is long-term, with rivals emerging, but NVDA maintains a strong edge, so whether to
@Tiger_comments:Amazon, Marvell, Google Challenge NVIDIA: Is $180 a Buy or Sell?
Gold is in a structural bull market due to by geopolitical factors and central bank demand, supporting higher prices in the medium term The $4,200 level has been validated by the recent rally, now viewed as a support base for the ongoing bull trend, with analysts expecting it to hold steady backed by global tensions and institutional demand。。。 $5,000 target for 2026 is realistic, driven by sustained central bank accumulation and market expectations of US interest rate cuts While $10,000 remains an extreme scenario, it would require a major event, such as hyperinflation or a global financial collapse, to materialize Banks' targets of $4,500–$5,000 by 2026 reflect a bullish outlook, based on inflation hedging, geopolitical risks, and rising demand for gold as a safe haven Given recent b
@Tiger_comments:Gold at $4,200: Will Analysts from Major Banks Be Proven Right?
The Singapore Exchange (SGX) and Monetary Authority of Singapore (MAS) reforms aim to enhance market accessibility and attract high-growth companies while maintaining investor protection standards。。。 Lowering IPO entry requirements on SGX is likely to increase investor participation, though greater emphasis on due diligence will be necessary Tech IPOs are expected to offer the highest growth potential compared to the more stable and yield-oriented REITs and data centers MAS reforms can continue attracting global capital if the focus remains on high-quality listings backed by robust disclosure and enforcement frameworks Overall, the successful implementation of these reforms will depend on the ability to deliver quality listings and maintain investor confidence over the long term Tag :
@Tiger_SG:SG IPO Reform Momentum: If the Bar Gets Lower, Will You Join In?
As the year-end approaches, the Supplementary Retirement Scheme (SRS) is an effective tool for tax savings in Singapore, offering tax relief and flexible investment to boost retirement funds The best choice depends on risk tolerance, investment horizon, and income goals, with Blue-Chip Stocks/ETFs for long-term growth, High-Yield REITs for stable income, and Stable Bonds/T-Bills for capital preservation, especially near retirement。。。 Central Provident Fund (CPF) offers guaranteed returns and mandatory contributions with less withdrawal flexibility, making it ideal for stable savings, while SRS provides tax relief and investment flexibility but is taxed on withdrawals before the prescribed retirement age, offering more control and tax-saving opportunities Alignment with financial goals, ris
@Tiger_SG:Year-End Tax Saving & Investment: Is Your SRS Money Working for You?
Owning a single property abroad can support a middle-class lifestyle in lower-cost countries but may not suffice in high-cost areas without additional income sources。。。 Non-traditional retirement plans relying on investments like REITs or rental income are feasible but require careful planning, diversification, and risk management Property in Singapore offers long-term wealth through appreciation but requires significant capital, while REITs provide cash flow and liquidity, though neither alone may fully support a middle-class lifestyle One property or REITs can support a middle-class lifestyle if they appreciate or generate income, but a larger portfolio or additional income streams are needed for long-term comfort, especially in high-cost areas A combination of property for capital appre
@Tiger_SG:A Middle-Class Life Overseas with Just One Home? Is Retirement Plan B Really Feasible?
It is plausible that Alphabet (GOOG) could reach $4 trillion by the end of 2025, joining NVIDIA (NVDA), Microsoft (MSFT), and Apple (AAPL) as one of the few companies to achieve this milestone Driven by the recent stake of Berkshire Hathaway, robust investor confidence in its cloud business, and fueled by Gemini AI models and Tensor Processing Units (TPUs), GOOG has recently seen record-high stock prices GOOG is pitching its custom-designed TPUs to external clients like Meta Platforms (META), strategically shifting its role from being a large AI customer to a direct infrastructure competitor Unlike the specialized focus of NVDA on Graphics Processing Units (GPUs), GOOG is positioning itself as a hybrid AI infrastructure player through its TPUs and cloud services, establishing a distinct an
@Tiger_comments:Can Google Hit $4T in Just 3 Months? How Fast Did Nvidia & Apple Get There?
Predicting a Market Armageddon or its exact timing is challenging, but a combination of indicators such as extreme sentiment, economic signals, technical breakdowns and market behavior can help signal when a downturn is imminent or nearing a bottom, though no single indicator guarantees an outcome。。。 Key indicators of a market crash include overvaluation, rising debt levels, interest rate hikes, yield curve inversions, extreme investor sentiment, and weakening economic fundamentals, such as slow GDP growth, rising unemployment, and falling corporate earnings To identify a market bottom, watch for extreme fear, high trading volume signaling capitulation, and signs of recovery in key stocks or indices The most effective approach is not to try to time the market, but to use these indicators f
@Tiger_SG:[Discussion] How Do You Tell When a Market Armageddon Is Coming?
The $2 trillion meltdown driven by short-term factors presents a discount opportunity for high-quality stocks, with many analysts viewing the drawdown as a healthy correction and long-term value intact, though persistent volatility requires aligning fluctuations with long-term goals。。。 Holding works for diversified portfolios of stable companies, adding to oversold tech or consumer goods is smart for long-term investors, while selling is necessary if the market outlook is bearish or stocks diverge from financial goals Defensive stocks offer stability, but aggressive long-term investors target oversold chipmakers and big tech for deep discounts on resilient AI growth trends The decision to buy or sell depends on investment style, with value investors seeking undervalued companies, growth in
@Tiger_comments:After a $2 Trillion Meltdown: Are You Holding/Adding or Selling?
For long-term AI and cloud growth, Alphabet Inc (GOOG) may not have clearly peaked, but with expectations high, its near-term upside is limited, making it less attractive at current levels Meta Platforms Inc (META) offers stronger valuation and more upside than GOOG, with a recovering ad business and efficiency gains, making it the better dip-buy, though GOOG remains the steadier and more value-focused choice A target of 7,400 for the S&P 500 by year-end 2025 is quite challenging unless something unusually bullish occurs While the forward P/E of 40 for NVIDIA Corporation (NVDA) is high, its dominant position in the AI data center market and strong growth potential make it attractive for long-term investors Overall, GOOG remains a solid long-term hold but less favorable now, while META
@Tiger_comments:Mag 7 P/E Rankings Shift! Chase GOOG or Buy the Most Undervalued?
Singtel (Z74) has been held since 2017, offering both dividends and moderate growth potential As a leading Asian tech group, Singtel operates across Asia, Australia, and Africa, serving over 800 million mobile customers in 20 countries with mobile, broadband, TV, and enterprise solutions, including cloud, data hosting, workforce mobility, network infrastructure, and cybersecurity The company provides a steady dividend yield and moderate capital appreciation potential, making it appealing for both income and growth Holding stocks like Singtel for 10 years or longer makes sense, as they offer consistent dividends and growth potential, allowing for dividend compounding and long-term market resilience。。。 Singtel is dedicated to continuous innovation, leveraging technology to create exciting cu
@Tiger_SG:Want Both Dividends & Growth! How Long Have You Held Your Longest SG Stock?
The market is in a state of Extreme Fear, presenting a key decision : Buy the Dip and Add Now to capitalize on panic, or Wait for stability before making a move 。。。 Buying the dip and adding now works for long-term recovery in strong assets, but if more downside is expected, waiting may secure a better entry Tech, AI, and consumer staples sectors often recover first after a pullback, with solid earners like Meta Platforms (META), Amazon.com (AMZN), and market leaders like NVIDIA Corp (NVDA) and Microsoft Corp (MSFT) are well-poised for recovery Bitcoin may rebound with institutional adoption and as an inflation hedge, while crypto stocks like Coinbase Global Inc (COIN) could also benefit from market recovery Bottom-fishing is ideal for high-risk investors confident that assets are at their
@Tiger_comments:Liquidity Crunch, Extreme Fear Hits? Buy the Dip and Add Now or Wait?
The crypto market is a thrilling ride, with volatility and significant gain potential driving focus on Bitcoin, blockchain stocks, and emerging cryptos。。。 Bitcoin has risen back to $90K, but due to volatility and external factors, maintaining caution remains key, with partial profits being wise while adding positions suiting long-term investors based on strategy and risk tolerance. Crypto stocks like Coinbase Global Inc (COIN) and Strategy Inc (MSTR), which closely track Bitcoin's performance, may offer growth opportunities based on market conditions and investment outlook The buy zone varies with time horizon and risk profile; short-term investors may monitor market trends and technical indicators to enter on dips, while long-term investors may consider accumulating during volatile period
@Tiger_comments:Bitcoin Tests at $90K? Which Crypto Stock Enters Your Buy Zone?
Frasers Property (TQ5) posted higher profits, driven by industrial logistics despite lower residential sales Golden Agri-Res (E5H) saw higher net profit and EBITDA, driven by sales growth and a forex gain KSH (ER0) returned to profit, boosted by strong construction demand and project sales Sasseur Reit (CRPU) saw rental income growth from higher mall sales, though currency fluctuations softened the increase SATS (S58) posted a profit rise as clients front-loaded orders ahead of US tariffs Seatrium Ltd (5E2) secured strong orders and is on track to meet 2028 targets SIA (C6L) hit record sales, but profits slumped due to Air India losses and rising interest expenses SingPost (S08) reported a profit drop, mainly from the absence of gains from its Australian business sale Singtel (Z74) posted
The market is testing key support levels, tempting some to buy the dip, but it is unclear whether these discounts are real bargains or potential value traps, and timing a rebound remains tricky。。。 Michael Burry, known for his contrarian views, may be warning of further downturns or signaling a market turning point, though his predictions often take time to materialize. Waiting for the real Black Friday may not lead to significantly better prices, as markets are volatile, and the dip could be either a good or bad buy now Short-term traders might act quickly in expectation of an immediate bounce, while long-term investors may consider dollar-cost averaging, waiting for more clarity, or holding cash if risk-averse The market is unpredictable in the short term, making it difficult to decide wh
@Tiger_comments:Market Sudden Dive: Black Friday Hit Early! The Week to Buy the Dip?
Circle Internet Corp (CRCL) and CoreWeave Inc (CRWV), both potentially close to IPO price, have dropped over 20% in a week, raising the question of which stock to bet on during the pullback。。。 Circle, a crypto-focused stablecoin play (USDC), is a strong pick for crypto bulls but carries regulatory and volatility risks, while CoreWeave, specializing in AI and GPU computing, has strong growth potential but faces stiff competition from larger cloud players Circle offers higher potential rewards but is more speculative and volatile, given its ties to crypto swings, while CoreWeave presents a safer, more stable long-term investment in AI and cloud sectors Both stocks could be appealing depending on risk tolerance and investment horizon, with Circle offering higher upside prospects and greater v
@Tiger_comments:Circle & Coreweave Close to IPO Open Price: Over 20% Drop in a Week? Will You Buy?