I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in. The themes I’m watching are logistics & industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names. Overall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to accumulate SOXL using a dollar-cost averaging (DCA) approach because it aligns with how I view long-term semiconductor growth rather than short-term price movements. SOXL is inherently volatile due to its leveraged structure, and trying to time perfect entry points is, in my experience, more luck than skill. By spreading my entries over time, I stay invested in the structural upside of the semiconductor cycle without letting short-term noise dictate my decisions. Another key reason is my conviction in the long-term demand drivers behind semiconductors. AI, data centers, high-performance computing, and advanced manufacturing are not temporary trends—they are becoming core infra

TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expanding, AI-driven demand proving real, and capex leaning heavily toward advanced nodes, the market is clearly rewarding execution and visibility — not just a good story. That’s why Intel $Intel(INTC)$ feels like a tougher test. The stock is already up around 30% YTD, expectations on manufacturing progress have been pulled forward, and yet consensus still points to year-over-year declines in both revenue and profits. When expectations run ahead of fundamentals, the margin for disappointment gets very thin. So my pick is 🔴 C. Down more than 5%. After such a strong

I can’t live without my daily market check-in $Tiger Brokers(TIGR)$ , even on days I swear I won’t trade. It’s like stretching before exercise — nothing actually happens, but skipping it feels dangerous and irresponsible. I don’t need green candles to be happy; I just need to know. Knowing what moved, what didn’t, and what betrayed me overnight gives me emotional closure before I move on with my day. Because once the charts are checked, the news is skimmed, and my unrealistic expectations are gently crushed… I can face real life calmly, pretending I’m not thinking about pre-market all day. 😄📊 @TigerStars <

I agree with the Top 10 SRS ETF list as it offers a sensible mix of growth, income, and diversification. Treating SRS purely as a cash parking tool is inefficient, especially when inflation steadily erodes purchasing power. Using SRS to invest in equities, REITs, bonds, and gold better aligns with its long-term retirement purpose. The ETF I’m most bullish on is the S&P 500 ETF $SPDR S&P500 US$(S27.SI)$ . The US market continues to dominate in innovation and earnings growth, particularly across AI, technology, and global platforms. As a long-term SRS holding, it serves well as a core growth engine alongside local exposure. I’m actively investing my

My stock in focus today is $Taiwan Semiconductor Manufacturing(TSM)$ , following a strong earnings report that reaffirmed its leadership in advanced chip manufacturing. AI-driven demand lifted revenue and profits to record levels, with gross margin above 62% and net margin near 48%, underscoring TSM’s pricing power at leading-edge nodes. AI remains the main growth engine. High-performance computing now makes up over half of quarterly revenue, while AI accelerators contribute a double-digit share and delivered more than 100% growth for the full year. This momentum is supported by rising adoption of 3nm and 5nm processes, where tight capacity continues to enhance product value. Attention is also on TSM’s aggressive 2026 capex plan of up to US$56 bi

This earnings season confirms my view that bank stocks are now judged on execution and near-term ROI, not AI spending narratives. Automation and data investment are necessary, but the market is done rewarding long-term promises amid policy and rate uncertainty. From a trading standpoint, I favor higher-certainty names. Morgan Stanley and Goldman Sachs stand out with clearer earnings drivers, while Bank of America remains structurally sound despite a harsh market reaction. For transformation stories like JPMorgan, Citigroup, and Wells Fargo, I see potential but higher execution risk. Layoffs and AI investment may lift efficiency over time, but for now I stay in the “certainty” camp, watching for clearer inflection points. @koolgal

My stock in focus today is CRML $CRITICAL METALS CORPORATION(CRML)$ , following Trump’s new executive order aimed at securing U.S. supply chains for critical minerals currently dominated by China. The directive signals a clear policy shift toward reshoring, tariff protection, and potential price floors for strategic minerals, which structurally benefits domestic producers. The market reaction was immediate, with rare earth and critical metals stocks surging across the board, and CRML jumping 33%, reflecting how sensitive this sector is to policy-driven catalysts. This isn’t just a short-term headline trade — it highlights how critical minerals are becoming a na

My stock in focus today is crypto-themed stocks $Coinbase Global, Inc.(COIN)$ $Bullish(BLSH)$ , as Bitcoin and Ethereum rebounded strongly, lifting overall market sentiment. Bitcoin climbed back toward the $95,000 level while Ethereum moved above $3,300, signaling renewed risk appetite after a period of consolidation. On the regulatory front, momentum is building in Washington. The U.S. Senate Agriculture Committee is set to release its crypto market structure bill on Jan. 21, with a key markup hearing on Jan. 27, while the Senate Banking Committee is advancing its own version. This signals progress toward clearer rules for the crypto industry. Following the news, crypto-related stocks moved higher acr

$Ondas Holdings Inc.(ONDS)$ I continue to collect and average up my position in ONDS because the company is no longer just a speculative connectivity play—it is steadily positioning itself at the intersection of critical infrastructure, defense, and private wireless networks. Ondas' focus on mission-critical communications, particularly through private 5G and advanced wireless solutions, gives it exposure to customers that value reliability, security, and long-term partnerships over price competition. This creates a different demand profile compared to consumer-facing tech, with higher switching costs and more durable revenue potential. Another key reason is the structural tailwind from digitalization of industrial and government operations.

If I had to follow one theme into 2026, it would be AI embedded directly into revenue-generating workflows. The market is moving beyond chips toward companies using AI to improve margins and execution in retail, pharma, and healthcare. That’s where AI spending becomes durable. Tempus AI (TEM) still has upside if execution stays strong. The ~83% YoY revenue growth shows real commercialization, and any improvement in margins or enterprise penetration could re-rate the stock as healthcare infrastructure rather than a pure growth play. Between ServiceNow & Snowflake versus IGV, I’d favor the platforms. AI value is concentrating in orchestration and data layers, not broad software baskets. For Nvidia, I remain bullish long term but would only add on sentiment-driven pullbacks, not strength

My stock in focus today is $Alphabet(GOOGL)$ , following news that Apple will partner with Google to integrate Gemini into the next generation of Siri. This move is a strong endorsement of Google’s AI leadership. It also reinforces the view that Gemini is becoming an industry-grade AI platform, not just an in-house tool. Strategically, the partnership positions Google as a key AI enabler even for rival ecosystems. If Siri is rebuilt around Gemini across on-device, private cloud, and external models, it highlights Gemini’s scalability and commercial readiness. As Wedbush’s Dan Ives noted, this was a “necessary move” for Apple—and a clear win for Google’s AI credibility. From an investment perspective, this strengthens Alphabet’s long-term AI mon

$Intel(INTC)$ is my stock in focus today after its shares jumped about 10% following CEO Lip-Bu Tan’s meeting with former President Trump. The move highlights a clear shift in U.S. government sentiment toward Intel and reinforces its role as a key player in domestic semiconductor manufacturing. What’s encouraging is the mix of policy support and execution. The U.S. government’s $8.9B investment is now deeply in the money, and Intel has started shipping its first major 18A-based product, the Core Ultra Series 3 CPU—an important milestone for its manufacturing roadmap. While challenges remain, the combination of government backing, new leadership, and visible progress in advanced process technology suggests the market is beginning to reprice Inte

My 2026 reading goal is 12 books for the year, roughly one per month, with a daily habit of 20–30 minutes of focused reading. I’m reading for retention and application, not speed—one well-applied idea compounds more than finishing many books quickly. My reading list focuses on decision-making, risk control, and staying rational in volatile markets. Key titles include The Most Important Thing by Howard Marks for cycle and risk awareness, Thinking in Bets by Annie Duke for probabilistic thinking in options and trading, and Expected Returns by Antti Ilmanen to strengthen my long-term allocation and macro framework. The biggest habit I want to fix in 2026 is overreacting to short-term market noise. My main takeaway so far is that good investing is about positioning sensibly when odds are favo

By this time in 2026, I believe the S&P 500 will be higher than today but driven more by earnings reality than pure multiple expansion, rewarding patience rather than hype. The themes I’m most optimistic about in 2026 are AI infrastructure and enablers (chips, networking, data platforms) and drone and aerospace stocks, because real demand, defense spending, logistics, and autonomous applications are shifting from stories into sustained, funded growth. My promise to myself for 2026 is simple: respect risk first, never chase parabolic moves, and focus on steady, repeatable returns instead of trying to be right all the time. @Tiger_chat @TigerStars

If I could only hold ONE of these stocks through 2026, I’d pick AMD $Advanced Micro Devices(AMD)$ . Among all ten names, AMD sits closest to the core of the AI infrastructure value chain, where long-term capex visibility, strategic importance, and scalable growth intersect most clearly. AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle. Most importantly, AMD offers balance: broad AI exposure, improving margi

From my perspective, crypto isn’t running out of time, but it is running out of political certainty. The single most important variable in the next year is U.S. liquidity and policy execution, not narratives. The CLARITY Act matters less for symbolism and more as proof that pro-crypto rhetoric can translate into durable regulation. The broken 4-year Bitcoin cycle confirms a regime shift, not structural weakness. Bitcoin has evolved from a supply-shock trade into a liquidity-driven asset, reacting more to real rates, ETF flows, and dollar liquidity than halvings. Sideways or corrective p

I see this market cap flip between Google and Apple as more than just a one-day headline, but I don't think it's a definitive regime change yet either. Alphabet overtaking Apple reflects how strongly investors are currently rewarding visible AI execution, especially when it's already translating into product upgrades, monetization pathways, and cloud demand. In contrast, Apple's AI story still feels more implied than proven, which matters in a market that's laser-focused on near-term AI winners. What stands out to me is how aggressively Alphabet $Alphabet(GOOGL)$  has embedded AI across its ecosystem. Search, YouTube, Workspace, and Google Cloud are all being reshaped with generative AI at the core, and managem

I view the recent 3% drop in silver $Silver - main 2603(SImain)$  $E-mini Silver - main 2603(QImain)$   largely through the lens of BCOM's annual rebalancing, which runs from Jan 9–15. TD Securities' estimate of US$7.7B in potential silver selling, roughly 13% of COMEX open interest, sounds dramatic, but to me this looks mostly mechanical rather than a sudden deterioration in fundamentals. Index-driven flows tend to distort prices in the short term, especially in markets like silver that are relatively thinner than gold. That said, I don't underestimate the near-term downside risk. When selling is concentrated into a tight window, price action can overshoot, regardless of funda

My focus today is $Ondas Holdings Inc.(ONDS)$ , which surged nearly 20% intraday after Trump proposed a US$500 billion increase in U.S. military spending. While the news lifted the entire defense sector, I find it telling that money quickly rotated into drone & advanced defense technology names, signaling expectations of a more tech-focused military expansion. From a thematic standpoint, Ondas is well aligned with the shift toward unmanned systems, surveillance & autonomous warfare. The market isn’t just reacting to bigger budgets, but also to a change in spending priorities that favors next-generation capabilities where smaller, innovative players can