🏦 $UOB(U11.SI)$ Q4 & FY25 earnings just dropped, and the market reaction was swift with a 4% slide! The stock is now sitting flat YTD for 2026. Where does Singapore’s banking giant go from here? We broke down the data. 🟢 BULLS (Score 3.4): Pointing to core resilience! UOB beat FY25 net profit estimates at S$4.68B. Asset quality remains rock solid with NPL at 1.5%, Q4 fee income is growing, and they maintained a highly sustainable dividend payout. 🔴 BEARS (Score 4.0): Focused on the heavy headwinds. Q4 profit missed expectations, down 7% YoY, while full-year profit plunged 23%. Net Interest Margins (NIM) are under severe pressure, and management just trimmed their 2026 fee-growth guidance. ⚖️ The Bears take the lead today on near-term re
$Alibaba(BABA)$$BABA-W(09988)$ 🐂 $BABA 2026 Outlook: AI Breakout or Value Trap? 🐻 We just mapped out the ultimate Bull vs. Bear battlefield for Alibaba. Currently trading near $154, the market is completely split! 🟢 THE BULLS: It's all about AI & Cloud. Triple-digit growth, custom AI chips, and an undeniable revenue-to-price gap. Technicals point to a $200+ near-term target as China pushes its digital economy. 🔴 THE BEARS: Margin compression is real. Heavy AI investments are eating into profits, leading to analyst downgrades, sideways trading, and major earnings uncertainty. We scored the arguments on both sides, and it’s a dead tie at 3.7! Take a look at the full scorecard in the infographic
⚔️ The Battle for $USA Rare Earth Inc.(USAR)$ : A High-Stakes Rare Earth Showdown! ⚔️ USA Rare Earth is the ultimate battleground. After a YTD surge to $32+ and a brutal 46% pullback, the fight is fierce. 🟢 BULLS (Score 3.6): The $1.6B US Gov investment for a 10% stake is a massive de-risking event. Add in China export curbs, the Stillwater facility launching H1 2026, and analyst targets up to $45. For bulls, this dip is a prime entry to secure domestic supply chain dominance. 🔴 BEARS (Score 3.4): Reality check! $USAR is pre-revenue with a staggering $156M net loss. With Round Top delayed to 2028 and 30% short interest, bears warn of severe execution risks and an overhyped valuation. ⚖️ VERDICT: High-risk, high-reward. Will gov backing outp
$Netflix(NFLX)$ is down ~18% YTD. Is this a buy-the-dip moment or a falling knife? 🔪 The streaming giant is caught between strong fundamentals and massive M&A risks. This infographic breaks down the debate: 🐂 Bulls (Score 3.7): 325M subscribers, valuation reset & ad revenue doubling. 🐻 Bears (Score 3.9): The $83B WBD acquisition overhang & soft 2026 guidance. Are you adding shares or staying away? 👇 @Tiger_comments@TigerObserver@TigerPicks@TigerStars@Daily_Di
$Palantir Technologies Inc.(PLTR)$ is the battleground of 2026. ⚔️ Q4 Revenue +70% & massive US Gov growth vs. Michael Burry’s 10k-word bear thesis predicting a 66% drop. This infographic breaks down the data driving the volatility: 🐂 Bulls (Score 4.17): Execution, AI Dominance & Airbus/DISA wins. 🐻 Bears (Score 3.83): Valuation concerns & Insider selling. Are you buying the dip or fearing the drop? 👇 @Tiger_comments@TigerObserver@TigerPicks@TigerStars@Daily_D
$JPMorgan Chase(JPM)$ JPM signals a bearish Head and Shoulders top, underscored by heavy institutional distribution (e.g., 19M+ share sell-offs). Now trading below the 20/50 EMAs (~$312), momentum has decidedly shifted negative. The price is aggressively testing the final "line in the sand": the ascending trendline and the critical 200-day EMA at $295. A confirmed break below this $295 floor would validate a major trend reversal, opening the door for a deeper correction toward $270. Bulls must defend this level to keep the long-term uptrend alive. @Tiger_comments@TigerObserver@TigerPicks
$Grab Holdings(GRAB)$ 🚗 Grab — Inflection Analysis This is no longer a cash-burn story. Grab has crossed into structural profitability. The superapp model is now generating real earnings and free cash flow, with operating leverage kicking in across mobility, deliveries, ads, and lending. 📈 Inflection status: CONFIRMED POSITIVE Revenue, margins, and cash flow have all turned sustainably positive. Atomic evidence: • FY25 net profit $200M vs $158M loss (FY24) • Q4’25 GMV $6.1B, +21% YoY • FY25 adj. FCF $290M • Adj. EBITDA +60% YoY to $500M • Loan book doubled to $1.18B ⚠️ Bottleneck: Financial Services segment breakeven targeted for 2H26. 💰 Price-conditioned valuation: At **US$4.23 (11 Feb 2026)**, the market discounts 2028 EBITDA/FC
$Oscar Health, Inc.(OSCR)$ 🏥 Oscar Health — Inflection Analysis This is a completed operating turnaround trading like a policy casualty. Oscar has reached scale profitability as a tech-native ACA insurer, but the stock is being dominated by fear around the 2026 subsidy cliff rather than fundamentals. 📈 Inflection status: CONFIRMED POSITIVE → STABILIZING Annual momentum remains intact despite near-term policy noise. Atomic evidence: • FY25 revenue $11.47B, +28% YoY • First full year of net income + adj. EBITDA profitability (2024) • SG&A ratio improved ~520bps via fixed-cost leverage • Operating cash flow $1.02B achieved in 2024 • Risk adjustment payable $1.68B reflects industry-wide morbidity spike ⚠️ Bottleneck: APTC renewal un
$ISHARESHSTECH(03067)$$Lion-OCBC Sec HSTECH S$(HST.SI)$ The iShares Hang Seng TECH ETF signals a critical breakdown, having lost the vital 200-day EMA support ($11.67) for the third time—effectively a "three strikes" bearish confirmation. Trading decisively below this long-term trend setter and trapped within a descending channel, momentum is firmly negative. With the 20/50 EMAs now acting as overhead resistance, the inability to reclaim $11.67 implies the major trend has reversed, risking a continued slide toward the channel floor near $10.00-$10.50. @Tiger_comments@TigerObserver