TimothyX
TimothyX
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This week, two earnings were out with mixed results. $Keppel(BN4.SI)$ surged 6%, reaching a 12-year high, while $SGX(S68.SI)$ despite posting its strongest half-year results ever — saw its share price dip 0.6%.
With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s "curtain call"—it serves as a massive question mark
avatarTimothyX
03-10 23:53
Microsoft isn’t sitting idle. Its newly released Copilot Tasks, based on Anthropic tech, is a strong countermeasure. OpenClaw’s biggest weakness is privacy and security, which Microsoft mitigates by embedding execution capabilities inside Office 365’s secure sandbox. Once OpenClaw trains user habits, large enterprises are likely to migrate to Microsoft’s paid agents—though past missteps remind us that product execution still matters.
Stick with ChatGPT Plus: every prompt is another top-up for AI compute. Use Chrome only: the more RAM it takes, the deeper my love for $Alphabet(GOOG)$ . 🌐 Pay for $Netflix(NFLX)$ , reject piracy: every monthly fee keeps original content alive.
Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!
avatarTimothyX
2024-08-29
avatarTimothyX
03-09 16:33
$WTI Crude Oil - main 2604(CLmain)$ posted its biggest single-session move in years. $Brent Last Day Financial - main 2605(BZmain)$ is now near $110/bbl — up over 70% vs Q4 2025 average. Most retail traders rushed into oil ETFs. Goldman Sachs quietly dropped a note this morning suggesting that's the wrong trade.
$Microsoft(MSFT)$ is currently trading roughly 31% below its peak of $539.83 Its P/E has retreated to the 23x. With quarterly CapEx hitting $37.5 billion, investors fear that depreciation will eat alive the bottom line before AI apps can scale. Azure continues to sprint with 39% growth. The secret weapon? The full-scale rollout of the Maia 200 chip in H2 2026. This custom inference silicon offers a 40% better price-performance ratio, serving as a critical defensive moat to lock in Azure’s 67% gross margins.
Singtel: Its Australian subsidiary Optus faced another round of mobile service disruptions on Monday. Around 220,000 customers were affected by the outage. Separately, Nxera, Singtel’s regional data centre arm, opened its largest and multi-tenanted data centre in Tuas. Shares of Singtel ended 1.3 per cent or S$0.06 higher at S$4.78.
After a sluggish February, the crypto market has staged a strong rebound in early March. Yesterday (Mar 5), Bitcoin broke out of its consolidation range, briefly touching $74,000, with a 24-hour gain of nearly 8%. Ethereum reclaimed $2,100, and the altcoin market broadly recovered as overall market momentum shifted upward.

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