@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."

@Gunners80:$Adobe(ADBE)$ Bought some

@Vikedios:$ADBE 20260102 385.0 PUT$ finally up

@ARKK Investment Tracker:ARKK Investment Tracker position change: Increased position in Taiwan Semiconductor Manufacturing by 1,368 shares, the number of shares held increased 0.41% compared to the previous period and now represents 1.32% of the total position.

@mster:$Meta Platforms, Inc.(META)$   Meta’s recent drawdown has taken a significant hit on my long position… 😰 Let’s see how long it’ll take for the stock to recover and push back toward its all-time high. 🤞