BTS

    • BTSBTS
      ·05-20
      $NVIDIA Corp(NVDA)$   Monday's selloff signaled rate repricing and crowded artificial intelligence positioning stress rather than a broad growth collapse, with rising yields pressuring both technology and defensive sectors simultaneously The appointment of a new Federal Reserve chair marks a shift from predictable forward guidance, with a Warsh-led Fed likely tolerating more volatility and reducing reliance on the Bernanke-Yellen-Powell playbook, making every economic release and FOMC meeting more market-moving Sell in May signals are appearing, with summer trading likely choppier as liquidity weakens and positioning fades, while NVIDIA (NVDA) fundamentals remain strong from expected revenue growth and hyperscaler spending, but earnings

      Sell in May Back? Walsh Tooks Fed, NVDA Reports Tomorrow: Add or Trim?

      @Tiger_comments
      Monday: $SanDisk Corp.(SNDK)$ -8%, $NEBIUS(NBIS)$ -11%, $Lumentum(LITE)$ -9.3%, $Corning(GLW)$ -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The "Sell in May" narrative tends to self-fulfill. But in
      Sell in May Back? Walsh Tooks Fed, NVDA Reports Tomorrow: Add or Trim?
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    • BTSBTS
      ·05-08
      (1) I think OCBC will close at SGD23.000 on May 9 (2) I think UOB will close at SGD36.000 on May 8 (3) OCBC (Yes) / UOB (No)

      DBS Q1 Beats & Raises Dividend 8%! Will UOB and OCBC Follow?

      @Tiger_SG
      $DBS(D05.SI)$ reported Q1 2026 results with net profit of S$2.93B (+1% YoY), beating the Bloomberg consensus of S$2.88B. Shares closed +3.4% at S$58.50. Non-interest income and wealth management fees both hit all-time highs. Dividend raised to S$0.81/share from S$0.75 a year earlier. In a lower-rate world, DBS proved the model works — just not the way the market expected. Up next: $UOB(U11.SI)$ (May 7) and $OCBC Bank(O39.SI)$ (May 8). Highlights for DBS earnings 1. Deposit growth blew past expectations. Customer deposits rose 9% YoY to S$629.9B, with more than two-thirds in CASA. CEO Tan Su Shan upgraded full-year deposit growth guidance to "high to higher
      DBS Q1 Beats & Raises Dividend 8%! Will UOB and OCBC Follow?
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    • BTSBTS
      ·05-08
      $DBS(D05.SI)$  $ocbc bank(O39.SI)$  $UOB(U11.SI)$   Q1 2026 has set a high bar for the SG banking trio; while DBS (D05) impressed with record total income and a "juicy" dividend hike, its peers face a tougher interest rate environment squeezing margins。。。 OCBC Bank (O39) has been the dark horse of 2026, hitting record highs in April while D05 stole the "dividend king" headline; O39 is likely to see a positive post-earnings lift, driven by strong momentum in insurance and private banking, with a potential dividend payout revision influenced by D05, serving as a catalyst to retest recent highs UOB (U11) is expected to show m

      DBS Q1 Beats & Raises Dividend 8%! Will UOB and OCBC Follow?

      @Tiger_SG
      $DBS(D05.SI)$ reported Q1 2026 results with net profit of S$2.93B (+1% YoY), beating the Bloomberg consensus of S$2.88B. Shares closed +3.4% at S$58.50. Non-interest income and wealth management fees both hit all-time highs. Dividend raised to S$0.81/share from S$0.75 a year earlier. In a lower-rate world, DBS proved the model works — just not the way the market expected. Up next: $UOB(U11.SI)$ (May 7) and $OCBC Bank(O39.SI)$ (May 8). Highlights for DBS earnings 1. Deposit growth blew past expectations. Customer deposits rose 9% YoY to S$629.9B, with more than two-thirds in CASA. CEO Tan Su Shan upgraded full-year deposit growth guidance to "high to higher
      DBS Q1 Beats & Raises Dividend 8%! Will UOB and OCBC Follow?
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    • BTSBTS
      ·05-07
      $Microsoft(MSFT)$  $Alphabet(GOOG)$  $Amazon.com(AMZN)$  $Meta Platforms, Inc.(META)$   The Mag 4, Microsoft (MSFT), Alphabet (GOOG), Amazon (AMZN), and Meta Platforms (META), have entered a major phase of the AI arm race, with $725 billion in combined capital expenditure (CapEx) projected for 2026。。。 MSFT and GOOG lead the fiscal charge with record hardware investments; AMZN and META follow with multi-billion-dollar allocations to dominate the cloud market Capturing CapEx depends on execution and partnerships; cloud providers, semiconductor makers, and infrastructure integrators s

      Mag 4 Capex & Cloud Recap: $725B CapEx, Who’s Going to Secure the Bag?

      @Tiger_comments
      Markets rally prompted by good earnings. Big Tech took turns proving the bull case, recovering March's tariff-driven selloff. How's everything going so far? $Alphabet(GOOG)$ surged +10% in a single session after Cloud revenue grew +63.4%, killing the "Google is losing the AI race" narrative. $Apple(AAPL)$ +2.56% post-earnings on a record March quarter. $Amazon.com(AMZN)$ posted $23.9B in operating income, a 14% beat. $Meta Platforms, Inc.(META)$ delivered +28.7% ad revenue growth but lost 9% due to capex concerns. $Microsoft(MSFT)$ is worse, still the worst performer among mag 7
      Mag 4 Capex & Cloud Recap: $725B CapEx, Who’s Going to Secure the Bag?
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    • BTSBTS
      ·05-07
      $S&P 500(.SPX)$   The S&P 500 (.SPX) concludes its best month since 2020; strong momentum may give way to profit-taking and short-term corrections Historical data presents the "Sell in May and Go Away" seasonal trend, as May typically ranks among the weakest months for performance; this period often brings choppier price action and sideways consolidation following a strong multi-month rally。。。 Chasing new highs at overextended levels increases the risk of entering at a local peak; waiting for a pullback to established support zones provides a safer entry for long-term investors Market leadership is shifting from overextended technology and semiconductor stocks toward laggard sectors like energy, financials, and industrials; these

      S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?

      @Tiger_comments
      April's final session: $S&P 500(.SPX)$ closed at all-time highs (+1%), $NASDAQ(.IXIC)$ +0.89%. Full month: S&P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&P rallied 14% from the late-March low to record highs, but the median S&P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos
      S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?
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    • BTSBTS
      ·04-30
      Decrease is less than or equal to 3%

      🎁 Bet on GOOG Stock Movement and Win Tiger Coins!

      @Daily_Discussion
      👉 Want to catch today’s live session? Click here to reserve your spot now! Google 2026Q1 Earnings Conference Call Microsoft FY2026Q3 Earnings Conference Call Meta 2026Q1 Earnings Conference Call Amazon 2026Q1 Earnings Conference Call 🎁🎁🎁What do you think will happen t
      🎁 Bet on GOOG Stock Movement and Win Tiger Coins!
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    • BTSBTS
      ·04-24
      Up more than 3%

      🎁 Bet on INTEL Stock Movement and Win Tiger Coins!

      @Daily_Discussion
      👉 Want to catch today’s live session? Click here to reserve your spot now! Intel 2026Q1 Earnings Conference Call 🎁🎁🎁What do you think will happen to $Intel(INTC)$ today? Vote on this post to bet on the stock's price and win a share of 300 Tiger Coins! Comments and reposts are welcome to participate! Red day or green day—either way, there’s money to be made. 💰 Show us how you're navigating the swings! Today’s Highlights in Markets:Big news, big impact. More News Tiger Community TOP10 Tickers 🎯 S&P500 Most Active Today
      🎁 Bet on INTEL Stock Movement and Win Tiger Coins!
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    • BTSBTS
      ·04-23
      $Tesla Motors(TSLA)$  $NVIDIA Corp(NVDA)$  $Alphabet(GOOG)$  $S&P 500(.SPX)$   The strategic pivot of Tesla Motors (TSLA) toward semiconductor design and artificial intelligence (AI) justifies its premium valuation, with the success of proprietary chips and autonomous software crucial for maintaining investor trust and future profitability While delivery volumes are recovering, missing consensus estimates underscores the need for tangible progress in energy and robotics, which must now provide a financial cushion to avoid downward revaluation of the stock NVIDIA Corp (NVDA) rem

      Big Tech Earnings! Can Tesla Beat & Transform from “Cars” to “Chips"?

      @Tiger_comments
      With $NASDAQ(.IXIC)$ extending to an 11-day winning streak and $S&P 500(.SPX)$ breaking above 7,000 for the first time, the U.S. market has entered the most critical validation window after a V-shaped rebound — Big Tech earnings season. Six of “Magnificent Seven” will report in late April. The market’s focus next week is on the hardest-to-price name: $Tesla Motors(TSLA)$ . Wall Street Is More Bullish Than Ever on This Earnings Season This time, Wall Street is genuinely bullish, not just politely optimistic. Deutsche Bank expects S&P 500 Q1 EPS growth of 19%, the fastest in four years, marking the sixth consecutive quarter of double-digit growth. Even mo
      Big Tech Earnings! Can Tesla Beat & Transform from “Cars” to “Chips"?
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    • BTSBTS
      ·04-19
      $Goldman Sachs(GS)$  $DBS(D05.SI)$  $ocbc bank(O39.SI)$  $UOB(U11.SI)$  $SGX(S68.SI)$   Goldman Sachs (GS) typically provides insights on major banks like DBS (D05), OCBC (O39), and UOB (U11) during earnings season; while all three face a down-rate cycle headwind, their defenses diverge D05 benefits from digital growth and regional reach but faces investment banking challenges; O39 has upside through wealth management despite geopolitical risks; U11 is pressured by loan growth and credit costs but may see long-term upside i

      SG Bank Earnings Season | Goldman’s View: Which One Looks Promising?

      @Tiger_SG
      $DBS(D05.SI)$ will fire the first shot on April 30, followed by $UOB(U11.SI)$ (May 7) and $OCBC Bank(O39.SI)$ (May 8). Goldman’s latest report gives a clear verdict: overall earnings should be “decent enough,” but the divergence among the three banks is becoming more obvious — net interest margin pressure, wealth management as a bright spot, and credit costs as the biggest hidden risk. Which one are you betting on? Goldman Takeaway: What’s the Core Logic This Quarter? Goldman’s overall forecast for 1Q26 is: quarter-on-quarter recovery, but mild year-on-year pressure. Three numbers will determine the direction of share prices on earnings day: the actual de
      SG Bank Earnings Season | Goldman’s View: Which One Looks Promising?
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    • BTSBTS
      ·04-19
      $Robinhood(HOOD)$  $Webull Corp(BULL)$   The end of the Pattern Day Trader (PDT) era marks a historical moment for retail investors, but a more active market does not inherently mean a healthier one, as it exposes participants to the risks of a "harvesting game" for those unprepared Brokerages are the clear winners, gaining from higher trade volumes, while savvy retail traders get more freedom but face risks of impulsive overtrading Abolishing PDT is a true liberation for retail investors, but it also makes them more vulnerable to being harvested, likely shifting US stock market dynamics to favor institutional players, like previous historic reforms Consumer-facing brokerages like Robinhood

      The End of the PDT Era: Historical Moment for Retail Investors or Harvesting Game?

      @Tiger_comments
      The SEC has formally abolished the Pattern Day Trading (PDT) rule that had been in place for two decades. $Robinhood(HOOD)$ jumps 10% on the news! This is not just the disappearance of a number — it is the fifth major historic “opening of the floodgates” moment in the U.S. stock market over the past 50 years. But behind this newly opened door lies a question: is it gold, or a trap? For the past twenty years, U.S. retail investors were divided into two classes: Account > $25,000: You were free, with unlimited intraday trading. Account < $25,000: You were labeled as a “PDT” trader, allowed only 4 round trips within 5 days, and violations could result in account restrictions. Now, that wealth barrier has been shattered. The SEC no longer looks
      The End of the PDT Era: Historical Moment for Retail Investors or Harvesting Game?
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