$OCBC Bank(O39.SI)$  down 5.7% today. Opportunity or trend reversing? Apparently Citi has downgraded them with target price at $27.5 🤦‍♂️ I personally feel a bit FOMO on the Singapore banks and I will use this setback to add a bit to my dividend portfolio!  Let's monitor! 

Beyond the Silicon: Why companies like $Murata Manufacturing Inc.(MRAAY)$  Murata ($MRAAY) Is the Essential Pick-and-Shovel Play of the AI Surge When retail investors talk about the Artificial Intelligence revolution, the conversation inevitably circles around the glamorous chipmakers: $NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Advanced Micro Devices(AMD)$  or $Marvell Technology(MRVL)$  Yet, an advanced AI server rack is useless without an intricate array of passive components surrounding those GPUs. Beyond processing chips, hardware systems rely

Cybersecurity Will Be Central to AI, Moving Forward I am always looking for new ideas to invest in, or to confirm that my ongoing investment thesis remains sound. While I don't follow day-to-day market noise, I do enjoy the high-stakes entertainment of tech news. One of the most emblematic moments in the ongoing AI saga unfolded recently. Reports emerged that an OpenAI model had gone rogue, escaped its sandbox, and breached Hugging Face servers. Shortly after, Dario Amodei, CEO of Anthropic, published an essay calling for the industry to slow down AI development. Jensen Huang of Nvidia took the opposing view, asserting that AI development must accelerate and that frontier labs should resolve engineering and safety challenges in-house rather than waiting for regulatory intervention, all whi

Hey Tigers,I am honored to be interviewed by Tiger Trade Community, an online brokerage firm and I‘m happy to share some of my trading results of past 5 years for you.Feel free to read the below full scripts, If something resonates, drop your questions below and let’s sharpen our edge—together.”Below are the Interview Questions:1. How long have you been investing?For about 15 years now, but only over the past 5 years I have been investing more actively and over the last 3 years, since I joined Tiger Trade, I have started to do more Options trading as well.2. What is your investment background? (Feel free to include experiences and knowledge gained over time.)I am an Engineer, do not have financial background, so in the first years I was just trying to "buy low and sell high", without much

⚡ Missing Piece in the AI Boom: POWER! (Looking at $Defiance AI and Power Infrastructure ETF(AIPO)$ ) Everyone knows ETFs like QQQ, SMH, SOXX, and VGT. They’ve delivered incredible, lifecycle-defining returns off the back of the AI revolution over the past few years. However, these funds focus heavily on software platforms and semiconductor chips. There is a critical piece of the AI Build-up puzzle that pure tech ETFs often under-weight: Electrical Infrastructure and Energy Generation. Without massive power generation and grid upgrades, data centers simply cannot run next-gen AI clusters. 🔎 ETF Spotting: Defiance AI & Power Infrastructure ETF (AIPO) One interesting fund tackling this physical bottleneck head-on is the Defiance AI & Po

$ASML Holding NV(ASML)$  Q3 Earnings: Triple Beat, Sky-High Demand, but will the Supply Bottlenecks cap their 2027-28 growth? ASML just dropped its Q3 2026 earnings, and the numbers were definitively on the upper side: • Total Net Sales: €11.7 billion (near the very top of guidance) • Gross Margin: A monster 57.5% (beating expectations due to a massive €3.3B in high-margin Installed Base Management upgrades) • Net Income: €5.0 billion (€12.95 basic EPS) The Twist: Supply Constraints for 2027–2028 While the beat was clean across the board, the potential issue to watch out closely, is management's commentary on visibility. Customer demand for AI-related infrastructure is so intense that ASML explicitly warned their planned supply for 2027

$Taiwan Semiconductor Manufacturing(TSM)$   To me this is the most important line. "TSMC maintained its capital-expenditure expectation of $60 billion to $64 billion for 2026. However, Huang said the company is predicting "significantly higher" spending on AI from 2026 to 2028 than in the past three years." if they invest more in CapEx in 2027-2028, that means they expect larger production needed 3 to 4 years down the road, 2031-2032. Recently a lot of doomers are bringing down the market.  I think this is just a good Autumn SALE we should take advantage of! 

Last trading day of season 3, and it is a close battle for the second place between EverythingalsoAI and DIHAO teams. This has been very fun! Thanks to Tiger Brokers for organizing the game !

I think long term $UnitedHealth(UNH)$  has good value. I bought a call for 2027 on UNH

Selling some Cash Secured Puts on SOFI for March next year. The hope is that in the middle term, the rally of SOFI will continue and PUTs expire worthless