@Tiger V:$Amazon.com(AMZN)$ elevated spending continues through 2027. I added to my position in Amazon.com Inc. following the market’s cautious reaction to its Q4 2025 results. While UBS Group AG lowered its price target to $301 due to higher-than-expected FY2026 capital expenditure guidance of $200 billion, the increased investment signals Amazon’s long-term commitment to expanding infrastructure and AI capabilities. More importantly, UBS expects Amazon Web Services growth to accelerate sharply to 38% in 2026 from 19% in 2025. If sustained spending continues, AWS could maintain mid-30% growth through 2027, strengthening Amazon’s dominant position in cloud computing and supporting long-term shareholder value.

@過路人:$KUAISHOU-W(01024)$ 今日又唔知發生咩事。逆市大跌。仲要高開之後下跌。令人中仗。有理無理。我都決定沖入去先算。買住500股先[胜利]  

@MonKeyTgr:$UnitedHealth(UNH)$ 1st time hear of this. not sure why it drop so much so just buying it

@Shyon:$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 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

@Huat99:$Singtel(Z74.SI)$ Is the +50% run in Singtel ($Z74.SI) sustainable? The data points to a textbook structural turnaround. 🔄 We are witnessing a "Positive Cycle Handoff." The defensive phase of FY23-24—marked by "kitchen sink" impairments at Optus and shedding loss-makers like Trustwave—is largely complete. Now, Singtel is weaponizing its balance sheet. By aggressively recycling capital from legacy asset sales (Airtel stakes, Comcentre), they are funding a massive offensive pivot. The focus has shifted squarely to scaling AI-ready data centers via Nxera, capitalizing on structural ARPU growth at Airtel, and executing a S$2B share buyback program. The narrative has moved from "restructuring for survival" to "structural value realization."