💰 Stocks to Watch Today (1 Aug) 1. Market Movers & News to Watch: • AMD (AMD): All eyes on AMD after earnings—market is reacting to guidance and AI chip sales. Watch for follow-through or reversal after the big move. • Nvidia (NVDA): Sympathy plays possible; if AMD’s tone is bullish, Nvidia could get dragged higher too. • Coinbase (COIN): Tumbled 9% after missing revenue and reporting a sharp drop in trading volumes. Watching for stabilization or a further dip—may present a contrarian buy if crypto sentiment turns. • Figma (FIG): Epic IPO, up 250% on debut—likely to be volatile as traders play the new listing. • Palantir (PLTR): Earnings coming up—lots of hype on AI growth. May see pre-earnings momentum or profit-taking. • China Tech/HSI: China ETFs (YINN, KWEB) in focus as Hang Seng h

The real retirement crisis isn’t the amount you need - it’s that traditional retirement is dead. Everyone’s debating S$550K vs S$1.87M, but I think we’re asking the wrong question entirely: “Retirement” is a 20th century concept that makes no sense in 2025. The idea of working 40 years then stopping completely was designed for industrial workers with 10-year post-retirement lifespans. Now people live 30+ years after “retirement” with rapidly changing skill requirements. The binary work/retirement model is obsolete. Singapore’s wealth inequality makes these averages meaningless. The S$550K figure assumes you’ll be content living like a struggling retiree, while S$1.87M assumes you want to maintain wealthy lifestyle. But the real issue is that Singapore’s cost structure is designed to extrac

This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea

Thematic investing—once a niche corner of the market—is rapidly evolving into one of the most influential forces shaping portfolio construction today. Far from simply buying slices of established sectors or geographies, investors are increasingly casting their nets over big-picture megatrends: everything from artificial intelligence and clean energy to aging demographics and food security. What was once the domain of boutique managers has burst into the mainstream, with a tidal wave of exchange‐traded funds (ETFs) and mutual funds sponsoring portfolios built around disruptive technologies, social change, and even whimsical concepts like “pets & animal welfare.” As the global economy reorients in the post‐pandemic era, thematic investing has matured from marketing gimmick to legitimate

Jim Rogers’ decision to exit U.S. equities entirely—and Ray Dalio’s increasingly loud warnings—shouldn’t be dismissed as just another round of doomsday punditry. These aren’t TikTok day traders, but two of the most battle-tested macro investors of the last half-century. When they say America’s debt crisis is a ticking time bomb, it’s worth paying attention—even if you don’t agree with every part of their thesis. Dalio’s call to have at least 15% in gold and crypto is a blunt reminder that diversification isn’t just about chasing the next hot sector, but preparing for the tail risk that the U.S. dollar, Treasury market, and American economic dominance may not be eternal. As U.S. debt breaks record after record, interest payments eat a growing chunk of the federal budget, and political dysfu

The Nasdaq pushing above 21,000 is more than just a technical milestone — it’s a psychological turning point. This breakout isn’t happening in a vacuum. It’s being powered by a mix of AI euphoria, strong corporate earnings, resilient U.S. economic data, and renewed confidence that the Fed may finally be done hiking rates. The rally feels less speculative than 2021 and more like a re-rating of tech as infrastructure, not just innovation. What’s striking is how broad this move is. It’s not just the Magnificent 7 anymore. Semiconductors, cloud stocks, cybersecurity, and even smaller-cap tech names are catching bids. That kind of breadth adds credibility to the breakout — it’s not one or two names dragging the index up, it’s the whole ecosystem waking up. The Nasdaq has broken out of its conso

DBS’s charge toward S$50 is a big moment for Singapore’s banking sector, but also a reminder that the easy gains may be behind us—at least for now. After an incredible 52% rise last year, this year’s 16% YTD move feels steadier but also riskier, especially as DBS now trades well above book value. That kind of premium only holds if the bank can keep growing earnings—but with margin pressure now accelerating, there are definitely cracks appearing beneath the surface. A pullback after reaching new all-time highs wouldn’t be surprising at all. Profit-taking is normal at psychological milestones like S$50, and volatility could pick up quickly if upcoming earnings (from DBS or OCBC) disappoint. DBS’s own warnings about the impact of margin compression and rate headwinds show that even the strong

This earnings season is a minefield—markets at all-time highs, but the reaction to results is unforgiving. As Goldman Sachs points out, it’s classic “negative asymmetry”: good news gets a shrug, but a miss triggers a cliff-dive. In this kind of environment, risk management isn’t just smart, it’s essential if you want to survive—and thrive. How do you hedge risks when the market feels this stretched? 1. Options as Insurance: The simplest way to protect gains at market highs is buying puts—either on the stocks you own or on broad indices like the S&P 500 (SPY) or Nasdaq (QQQ). Yes, it costs money (like buying insurance), but when a bad earnings print hits and a stock drops 10–15% overnight, those puts suddenly look genius. 2. The Iron Condor for Earnings Volatility: When implied volatili

Full Speed Ahead! Can NVIDIA and AMD Keep Running Till AMD Earnings? If you’ve been watching the semiconductor space this year, it’s almost impossible not to feel a mix of awe and disbelief at how far and fast the leaders have run. NVIDIA and AMD—the twin engines of the AI chip revolution—are once again front and centre as the market’s darlings. Both stocks have been in relentless uptrends, powered by an unstoppable wave of artificial intelligence hype, explosive revenue growth, and the world’s biggest tech firms shoveling money into data centers. With AMD set to report earnings on August 5, and Bank of America bumping its AMD price target to $200 on surging AI shipment potential, the stakes have rarely felt higher. The million-dollar question: Can NVIDIA and AMD keep running at full speed

$SIA(C6L.SI)$ Singapore Airlines (SIA) is facing a real test of investor confidence after tumbling for three straight days. The headline numbers are jarring: a 59% plunge in net income, dragged down by Air India-related losses and shrinking interest income, despite revenue ticking up thanks to record travel demand and resilient cargo volumes. It’s a classic example of how even industry leaders can get blindsided by one-off losses and cost pressures—reminding everyone that the airline business is never as simple as “more passengers = more profit.” How do you view the profit decline? The sharp drop is concerning, but not catastrophic. SIA’s core operations still look solid, with top-line revenue up and travel demand holding firm. The Air India los

$DBS(D05.SI)$ DBS Bank hitting an all-time high of S$49.21 is a milestone that’s got both long-term holders and new investors watching nervously as it marches toward that psychologically satisfying S$50 level. The move is impressive—up 16% year-to-date—though it pales in comparison to last year’s 52% surge. For Singapore’s heavyweight bank, the next steps are a mix of opportunity and risk, and the market is right to get a little twitchy near new highs. As DBS approaches S$50, the biggest question is whether it can sustain this rally or if it’s due for a breather. Analysts are already waving caution flags about the bank’s elevated valuation, especially as its share price stretches further above book value. That’s not just technical nitpicking; it

Apple might finally be waking up from its AI slumber, and the market’s starting to notice. After months of lagging behind the other tech giants in the Magnificent 7, Apple’s recent move — reportedly exploring partnerships with Anthropic or OpenAI to supercharge Siri — signals a major shift in strategy. Rather than stubbornly clinging to in-house AI development, Apple might be admitting what many have whispered: it’s behind. And now, it wants to catch up fast. This potential AI pivot could be a game-changer. Siri has long been the weakest link in Apple’s ecosystem — more punchline than powerhouse. Integrating cutting-edge AI from OpenAI or Anthropic could completely rewire what Siri is capable of, turning it into a legitimate digital assistant that rivals (or even surpasses) Google Assistan

$Tiger Brokers(TIGR)$ This is one of the oldest dilemmas in investing—“too strong to buy, too scary to dip.” When a stock has great fundamentals and keeps making new highs, every pullback looks like a trap, and every new high looks like you’re paying too much. So, how do you find the sweet spot and avoid paralysis? 1. Wait for a Technical Pause, Not a Collapse Don’t obsess over catching the “big dip.” Instead, look for a sideways consolidation or a “bull flag” pattern—periods where the stock pauses, digests gains, and lets moving averages catch up. These “breathers” often offer lower-risk entries compared to chasing after huge run-ups or blindly buying a sharp sell-off. 2. Buy Near Key Moving Averages Many strong stocks respect the 21-day, 50-day,

Earnings season can be brutal, especially when the market is running on high expectations and quick to punish any sign of weakness. ARM and Qualcomm both illustrate how a “beat” is no longer enough if the forward narrative doesn’t excite or if key segments show cracks. ARM’s shares slipped after earnings, with the culprit being disappointing smartphone royalties—a reminder that even as the company pushes into AI and data centre chips, its bread-and-butter smartphone licensing business remains under pressure. The street wanted clear signs of accelerating growth in high-margin segments, but lingering weakness in global handset demand cast a shadow. For ARM, the takeaway is simple: investors want more than incremental improvement; they want evidence that new growth engines are firing on all c

The race to $200 is heating up between AMD and Nvidia, and the stakes couldn’t be higher. AMD’s momentum has been undeniable—up another 2% on Friday to close at $166, riding a wave of strong earnings, new product launches, and growing belief in its ability to challenge Nvidia in AI and data centre chips. If sentiment stays this bullish and traders keep chasing “the next Nvidia,” AMD could easily keep rallying, especially if the company delivers another round of upbeat guidance or lands a major new partnership in the coming weeks. On the other hand, Nvidia’s fundamental strength remains the gold standard in AI hardware. Alphabet’s $10 billion capex is a direct signal that hyperscalers and big tech are not slowing down their AI investments—and nearly every dollar of new capex in AI infrastru

💰 Stocks to Watch Today (31 July) 1. News & Market Movers: • Microsoft (MSFT) & Meta (META): Both hit all-time highs after crushing earnings. Strong AI commentary and robust cloud/ad growth make them top watches—will momentum continue, or do we see some profit-taking? • AMD (AMD): Reporting after the bell. With Bank of America’s recent $200 price target upgrade and AI shipment optimism, expect fireworks. Guidance and new customer wins will be key. • Nvidia (NVDA): Riding capex waves from Alphabet and tech giants—watch for sympathy moves if AMD’s results impress. • Singapore Banks (DBS, OCBC): DBS at all-time highs, OCBC reporting this week. Margin pressure and NIM trends in focus; any surprises could trigger sector moves. • China Tech/HSI: Heng Seng Index holding above 25,000, Chin

Here’s what’s happening in the markets and the key stocks to keep on your radar today (July 24): ⸻ 1. 📰 Key Market Moves & Stocks Worth Watching ✅ Trade Deal Optimism Boosts Global Sentiment • U.S.-Japan recently agreed on a 15% tariff framework, lifting hopes for similar U.S.-EU deals . • Asia markets have rallied, with Tokyo’s Topix and China indexes hitting fresh highs on this wave of positivity . 📉 Tesla Slides • Tesla slipped ~6% pre-market after Q2 earnings missed expectations, with CEO Musk signaling “rough quarters” ahead due to weaker auto sales and dwindling EV subsidies . 📈 Alphabet (Google) Shines • In contrast, Alphabet rose ~3.6–3.7% post-earnings, driven by strong AI-spurred revenue growth from its cloud division . 📌 Other Movers • ServiceNow surged nearly 7% after u

Tesla and Elon: A Low Bar, a High Drama, and the Circus Tent Is Up Again. Why Betting Against Musk Is Like Challenging a Goose to a Staring Contest! Let’s not beat around the Cybertruck here: Tesla’s earnings bar has sunk lower than the suspension on a Model S Plaid doing a zero-to-sixty launch. The market has priced in nearly every negative you can imagine — slowing EV sales, falling margins, China drama, wild supply chain whiplash, and the fact that Elon Musk sometimes tweets like he’s competing in a contest to see who can get blocked by the most regulatory agencies before lunch. You know the drill: when sentiment on Tesla gets this grim, it usually means the opening act for another chapter of “Elon Musk vs. Reality,” starring the man who would buy Twitter for the memes and then do it ag

There’s an old saying that history doesn’t repeat itself, but it often rhymes. For anyone watching the technology landscape in 2024 and 2025, it’s impossible not to see echoes of the dot-com boom and the crypto frenzy—except this time, the gold rush is for artificial intelligence (AI). The world has gone all-in on AI, and the excitement (and anxiety) is almost palpable. Seemingly overnight, AI has become the magic buzzword in every boardroom, earnings call, and investor presentation. Companies—big and small—are scrambling to bolt “AI-powered” onto their products, and entire industries are in the throes of transformation. Wall Street is obsessed. Silicon Valley can’t sleep. Every headline screams about breakthroughs, multi-billion dollar investments, and mind-blowing new models. But beneath

The battle between Microsoft’s Azure and Meta’s ad business is quickly becoming one of the defining rivalries in tech—and this earnings season just poured gasoline on the fire. Microsoft’s 8% overnight jump was fueled by better-than-expected Azure growth, proving its cloud empire still has plenty of steam. Meanwhile, Meta’s blowout 11% surge came from topping sales projections and delivering a robust forecast, showing its ad machine is far from running out of gas, even as it doubles down on AI investment. Both companies set fresh all-time highs, and their results highlight the new tech “PK” (player kill) battleground: AI-powered cloud versus AI-fueled ads. Microsoft’s edge is its infrastructure—the more the world builds with AI, the more Azure and its data centre ecosystem become indispens