Today focus will definitely be $NVIDIA(NVDA)$ as Trump team allows Nvidia to ship its H200 chips to China! Trump has approved the export of Nvidia’s H200 chips to China, on the condition that 25% of the related revenue must be handed over to the U.S. government. However, the latest Blackwell series and the upcoming Rubin chips are still banned from export, meaning China can only purchase second-tier products. Given Nvidia’s extremely high gross margin of 75%, even if the company absorbs that 25% levy itself, it would still be profitable—and in most cases, the cost will likely be passed on to Chinese customers. Jensen Huang has long argued that the more China relies on Nvidia and the CUDA ecosystem, the more the U.S. can control the standards and
From my perspective, the $Netflix(NFLX)$ Netflix–Warner Bros. Discovery $Warner Bros. Discovery(WBD)$ deal is becoming less of a straightforward acquisition story and more of a political and regulatory battleground. Trump openly signaling antitrust concerns—and even hinting at personal involvement—immediately raises the probability of delays, concessions, or an outright block. When a transaction this large enters the political arena, uncertainty skyrockets, and markets tend to price that in quickly. At the same time, Paramount $Paramount(PGRE)$ stepping in with a $30-per-share cash offer for WBD adds anot
When I first saw the headline that Netflix $Netflix(NFLX)$ would acquire Warner Bros. Discovery at $27.75 per share, my immediate reaction was that this is one of the boldest bets Netflix has ever made. Strategically, it makes sense—WBD brings HBO, DC, CNN, and a massive content library that Netflix has always lacked. But integrations of this size are never smooth, and the market's knee-jerk reaction—a drop below $100 pre-market—shows investors are worried about execution risk, financing pressure, and short-term dilution. From my point of view, Netflix's correction is mostly about fear rather than fundamentals. Yes, the company will likely "bleed" in the short term: higher debt load, restructuring costs, and the challenge of
From my perspective, the 25bp cut on December 10 is basically locked in, and the market has already priced in most of it over the past few weeks. The volatility we've seen recently—especially across tech, semiconductors, and small caps—was really just the market reshuffling positions ahead of this decision. So when the Fed finally delivers the cut, I don't expect the same kind of violent reaction. Instead, I'm watching for Powell's tone to determine whether this marks the real start of a 2026 easing cycle or just a one-off move to "normalize" policy. $S&P 500(.SPX)$ $DJIA(.DJI)$ $NASDAQ(.IXIC)$ For me, the key question isn't
Broadcom Earnings Preview: My Take on Whether AVGO Can Ride the AI Wave Higher
Heading into Broadcom's upcoming earnings report, I'm approaching the stock with cautious optimism. The market is clearly expecting another solid quarter, especially given how strongly AI tailwinds have supported AVGO's valuation this year. For me, the key question isn't simply whether Broadcom can "beat" consensus estimates—it's whether the company can demonstrate that its AI momentum is both durable and accelerating into 2025 and FY2026. Broadcom AI Momentum: The Core of My Bullish Bias The biggest reason I'm constructive on Broadcom is the exact pair of catalysts highlighted by Citi and Goldman Sachs: 1. Google opening wider access to the TPU ecosystem, and Google TPU 2. Hyperscaler AI infrastructure spending re-accelerating. These aren't short-term boosts—they reflect structural change
I really like how this episode breaks down two powerful bear-market patterns. Bearish divergence is something I pay close attention to—especially when price keeps printing higher highs but volume clearly can’t keep up. When I see that kind of “quieting crowd,” it usually tells me the rally is losing commitment and a reversal is becoming more likely. The selling climax example from the 2020 SPY crash is a great reminder that panic often marks the end, not the beginning, of a downtrend. Those huge volume spikes combined with long lower wicks typically show that fear has peaked and stronger hands are stepping in. It’s one of the few times extreme volatility can actually signal opportunity rather than danger. Overall, these two patterns complement each other well—one warns early, the other co
I find both patterns in today’s TA lesson very practical, especially the idea of a healthy downtrend. When a stock keeps forming lower highs and lower lows with selling volume rising on every drop, it clearly shows that sellers are still dominating. The concept of a false breakout is equally important for avoiding traps. A price push above resistance means nothing if the volume doesn’t follow through. Just like the Bitcoin move from March 3–23, the breakout looked promising at first, but the lack of real buying pressure made the reversal almost inevitable. I’ve learned to always check volume before trusting any breakout signal. Overall, today’s lesson reinforces how crucial it is to combine price action + volume when judging trend strength. Whether it’s spotting a clean downtrend or ident
Seeing the robotics names explode after the latest comments from the Commerce Secretary definitely caught my attention. When Nauticus doubles in a day and iRobot jumps more than 70%, it's clear that the market is treating "Trump plays" the same way it treated crypto, AI Stargate, and rare-earth stocks earlier this year—fast, speculative, and narrative-driven. I get why traders are chasing it, but I'm also aware that these kinds of moves usually come with big reversals. Would I join the hype? Honestly, only with a very small, high-risk portion of my portfolio. These small-cap robotics stocks move purely on sentiment and political headlines, not fundamentals. They can deliver massive returns in a short time, but they can evaporate just as quickly once the narrative cools down. If I were to t
Honestly, with the strong China delivery numbers and the renewed push from the U.S. government toward accelerating robotics, I feel like Tesla $Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ $GraniteShares 2x Long TSLA Daily ETF(TSLR)$ is finally getting some momentum back. For months, sentiment around the stock has been stuck in "wait-and-see" mode, but Optimus being pushed back into the spotlight definitely changes the tone. Robotics has always been one of the most important long-term optionalities for Tesla, and now the market is being reminded of it again. When T
Looking back on 2025, I feel like this year challenged me, pushed me, and shaped me into a more disciplined investor. I learned to stay calm during volatility, stick to my strategy, and trust the process—even when the market tried to shake my confidence. More importantly, I learned that reflection is just as valuable as returns. For 2026, I’m setting a clear target and committing to it. I want my returns to be meaningful, sustainable, and backed by real conviction. Whether the market gives us smooth sailing or another roller coaster, I’m ready to stay focused and level up with every round of the Million Dollar Carnival. Consistency is my edge going into the new year. And if I ever earned a million dollars? I’d split it wisely—some for growth, some for stability, and a portion to reward my
I've been watching the precious-metals rally closely, and to me, silver's breakout to new highs is a strong sign that the bull cycle is broadening—not just driven by gold alone. When silver outperforms, it often reflects improving market confidence, stronger industrial-demand expectations, and rising liquidity flowing into higher-beta assets. This kind of price action usually happens in the later stages of a precious-metals uptrend, so I see silver's strength as a confirmation rather than a warning signal. At the same time, gold breaking out of its consolidation range and heading toward the next major zone around 4,300 suggests that rate-cut expectations are starting to be priced in more aggressively. Historically, when markets anticipate easier monetary policy, gold tends to lead early an
I believe AI will stay the dominant theme in 2026. Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle. I think Dan Ives’ updated list makes sense. CoreWeave, IREN $IREN Ltd(IREN)$ , and Shopify $Shopify(SHOP)$ fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve. My top AI pick remains the major platforms like Nvidia $NVIDIA(NVDA)$ or Microsoft $Microsoft(MS
From my perspective, JPMorgan’s $JPMorganChase(JPM)$upgrades confirm that Singapore’s financial sector remains healthy, and the STI still has room to climb. DBS $DBS Group Holdings(D05.SI)$ continues to lead with strong dividends and capital strength, OCBC $ocbc bank(O39.SI)$ looks increasingly attractive as a balanced GARP choice, while UOB $UOB(U11.SI)$ may stay volatile but remains reasonable for patient holders. SGX
From this first TA lesson, the biggest takeaway for me is how much volume improves trend confirmation. The “healthy uptrend” idea—higher highs/lows with rising volume on rallies and lighter volume on pullbacks—makes trend reading far more reliable. It’s a simple but powerful way to judge real buying conviction. The valid breakout pattern also stood out. The TSLA example showed perfectly why strong volume is essential during a breakout. Without that 150–200% surge in participation, most breakouts are just noise. This helps filter out a lot of false signals I used to get caught in. For NVDA, I notice it previously followed the healthy uptrend pattern, with rising volume supporting its push higher. It matches exactly what we learned today. Excited to see the next part of the series!
I really like the upgraded Tiger Coin system — it feels a lot more rewarding now that I can earn coins just by doing what I already do daily, like logging in and making trades. The new Member Centre layout is also a nice touch; it’s cleaner, easier to navigate. If there were more ways to earn Tiger Coins, I’d love to see missions tied to learning or community engagement — for example, rewards for completing educational modules, attending webinars, or joining market discussions. Small challenges like “complete your watchlist” or “set up a price alert” could also make the experience more interactive while helping users make better use of the platform. As for rewards, I’d definitely appreciate more practical items in the Tiger Mall — things like research report credits, charting tools, or ev
When I look at Tesla's latest China numbers, I actually see strength building beneath the surface. The November wholesale figures showed solid year-on-year growth, and the momentum from October seems to be carrying through. For a market that has been extremely competitive this year, these stabilizing trends tell me demand is finding its footing at exactly the right moment heading into year-end. Europe remains soft, but even the "less terrible" results from Germany helped tone down the bearish sentiment. What stood out to me was the market reaction: Tesla managed to trade green while many China EV names slipped. To me, that's a clear sign that investors are beginning to shift away from viewing Tesla purely through the lens of quarterly auto volume. Instead, the market is slowly leaning into
From my view, the chip battle between Nvidia, Google, and Amazon is heating up, but Nvidia’s CUDA $NVIDIA(NVDA)$ ecosystem still gives it a strong edge. Even so, Google’s TPU $Alphabet(GOOGL)$ and Amazon’s $Amazon.com(AMZN)$ Trainium have scaled enough that they’re clearly pulling some workloads away and putting real pricing pressure on Nvidia. I also think Amazon’s AI chip progress is still undervalued. With over a million Trainium units deployed and Trainium2 ramping fast, AWS is positioning itself as a major alternative. Combined with Marvell’s photonics move and Broadcom’s ASIC wins, the industry is clearly shifting toward more diversified AI compute. A
When I look at the wave of new AI chip announcements — from Amazon's in-house silicon to Google's TPU upgrades and Marvell's acquisition of Celestial AI — I actually see this as a natural and healthy phase of the AI cycle. Competition was always going to intensify once Nvidia opened the floodgates, and now everyone wants a piece of the infrastructure stack. But to me, these developments challenge Nvidia at the margins, not at the core. Nvidia still owns the ecosystem, the CUDA moat, and the developer mindshare that others can't easily replicate. As for Amazon's new chip, I think it's interesting and definitely worth watching. Amazon has scale, data, and a massive installed customer base — so even a moderately successful internal chip can move the needle for AWS margins. That said, I don't
When I look back at Jerome Powell's tenure, I think he handled one of the most volatile economic periods in modern history with more steadiness than he gets credit for. From the pandemic shock to the inflation spike, he walked a very narrow path, and despite all the political noise, the U.S. ultimately avoided the recession almost everyone expected. I would rate his performance as "pragmatic but imperfect" — he was slow at certain points, but he delivered a soft landing that many global central banks couldn't achieve. That said, I fully understand why Powell never enjoyed strong public approval. High rates hit consumers, homeowners, and businesses in ways that feel very real, and the everyday cost of living still doesn't feel "normal." The criticism from Trump's circle only intensified tha