Tiger_James Ooi

Tiger Brokers Market Strategist in Singapore.

    • Tiger_James OoiTiger_James Ooi
      ·02-07 15:11

      DeepSeek is an AI Sputnik Moment – What’s Next for Nvidia and Other AI Stocks?

      DeepSeek is seen as AI’s Sputnik moment—just as the USSR's 1957 Sputnik launch caught the U.S. off guard, China's AI startup DeepSeek appears to have shaken U.S. AI dominance. DeepSeek has disrupted the U.S. AI sector by achieving comparable performance at a fraction of the cost of its American counterparts.  Does DeepSeek’s R1 Really Cost So Little? DeepSeek claims that training its R1 model required only $5.6 million and 2,048 Nvidia H800 GPUs—approximately 3% to 5% of OpenAI’s estimated cost for GPT. While DeepSeek attributes its cost efficiency to new techniques in reinforcement learning, some speculate it may have also leveraged unauthorized model distillation. DeepSeek's actual costs are likely much higher than its claims. Scale AI CEO Alexandr Wang stated in a CNBC interview t
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      DeepSeek is an AI Sputnik Moment – What’s Next for Nvidia and Other AI Stocks?
    • Tiger_James OoiTiger_James Ooi
      ·02-03

      US Market Insights (Feb 3-7): Trump Tariffs and Retaliation May Unnerve the Stock Market

      Last weekly recap>> The stock market may be hurt the most by Trump’s tariffs after January's rallyThe $.SPX(.SPX)$ and $NASDAQ 100(NDX)$ declined by 0.99% and 1.35% last week as DeepSeek rattled the stock market.Major market movers included $NVIDIA(NVDA)$ (-15.8%), $Microsoft(MSFT)$ (-6.5%), $Broadcom(AVGO)$ (-9.6%), $Oracle(ORCL)$ (-7.4%), $Apple(AAPL)$ (+5.3%), $Meta Platforms, I
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      US Market Insights (Feb 3-7): Trump Tariffs and Retaliation May Unnerve the Stock Market
    • Tiger_James OoiTiger_James Ooi
      ·01-27

      AI Stocks Drop Premarket Amid DeepSeek Hype: Why Investors Shouldn’t Overreact?

      What is DeepSeek?DeepSeek is an open-source AI model developed by a Chinese AI startup.It reportedly outperforms industry-leading models, such as OpenAI’s GPT-4, on several key benchmarks at a significantly lower cost. DeepSeek claims to have spent only $5.6 million to develop its model.However, Scale AI CEO Alexandr Wang mentioned that DeepSeek has access to around 50,000 NVIDIA H100 AI GPUs (each costing $27,000 to $40,000 per unit).Due to export restrictions, DeepSeek has avoided discussing its use of these GPUs, suggesting that their true costs may be understated. The Impact of DeepSeek’s SuccessCost Efficiency Concerns:If a Chinese startup can develop an LLM (large language model) as good as OpenAI or Meta’s models with significantly fewer AI chips (lesser cost), why should compa
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      AI Stocks Drop Premarket Amid DeepSeek Hype: Why Investors Shouldn’t Overreact?
    • Tiger_James OoiTiger_James Ooi
      ·01-06

      US Market Insights (6-10 Jan 2025): CES Expected to Lift Investor Sentiment

      The $.SPX(.SPX)$ and $NASDAQ 100(NDX)$ returned -0.45% and -0.67% last week as the Santa Claus rally took a pause.Major market movers include $Apple(AAPL)$ (-4.79%), $Tesla Motors(TSLA)$ (-4.92%), $Microsoft(MSFT)$ (-1.67%), $Broadcom(AVGO)$ (-3.81%), $Netflix(NFLX)$ (-2.92%), Nvidia (+5.44%), Constellation Energy (+11.42%), Vistra (+16.24%), Uber (+5.66%), and Chevron (+2.67%).Major economic events include JOLTS Job Openings on Tuesday, Unemployment Claims and FOMC minutes on Wednesday, and Non
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      US Market Insights (6-10 Jan 2025): CES Expected to Lift Investor Sentiment
    • Tiger_James OoiTiger_James Ooi
      ·01-03

      [In-person Seminar] Strategic Portfolio Positioning in 2025

      Synopsis:The $.SPX(.SPX)$ has delivered consecutive returns of over 20% in the past two years. Is the U.S. equity market due for a correction in 2025, given lofty valuations, reflation risk, overhyped AI optimism, persistent high interest rates, and Trump’s policies risk? Could AI stocks once again be the key to safeguarding your portfolio in 2025? Our goal is to guide you in building an investment portfolio that helps grow your wealth.Join @Tiger_James Ooi from Tiger Brokers as he explores investment strategies for 2025.Key Takeaways:What are the key catalysts—both positive and negative—for U.S. stocks?Which stocks stand to benefit from the AI revolution?Understand the core building blocks of
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      [In-person Seminar] Strategic Portfolio Positioning in 2025
    • Tiger_James OoiTiger_James Ooi
      ·2024-12-26
      Thanks for this summary. Tigers are welcome to save and read for necessary. If you have any questions, Feel free to leave me messages.

      James Ooi: Full Analysis on the 2025 Trump Presidency, SPX Outlook & AI Boom

      @TBlive
      🎉 Greetings Tigers, 🐯🎅🏻 A warm welcome back from the Christmas break! 🎄📈 The Santa Rally persists, with the U.S. stock market experiencing gains over two consecutive trading sessions. 🚀🚀 Bitcoin is on an upward trajectory, aiming for the $100,000 mark, and large-cap tech stocks including $Tesla Motors(TSLA)$ , $Apple(AAPL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , and $Broadcom(AVGO)$ are all trending upwards in unison.As of post, 13 sectors of $.SPX(.SPX)$ all mark
      James Ooi: Full Analysis on the 2025 Trump Presidency, SPX Outlook & AI Boom
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    • Tiger_James OoiTiger_James Ooi
      ·2024-12-26

      [Tiger Live Ⅴ] Technical Analysis, Downside & Upside Catalysts on SPX

      Here are quickly talk about technical analysis of $.SPX(.SPX)$ . Full live link replay >>Let’s take a look at the S&P 500. Here are the Fibonacci confluence zones for the $.SPX(.SPX)$ To me, the major resistance is 6,850. TA tells me that 2025 target price is 6850.If you are waiting for some support levels to accumulate, 5,900 or 5,500 may be good support levels.To me, the S&P 500 must hold above 5,900 to resume the bullish trend.Let me go through the downside and upside catalysts for the us equity marketWhat could potentially downset investors in
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      [Tiger Live Ⅴ] Technical Analysis, Downside & Upside Catalysts on SPX
    • Tiger_James OoiTiger_James Ooi
      ·2024-12-25

      [Tiger Live Ⅳ] 2025 SPX Target & Pullbacks Forecast of Trump’s 1st Year

      Let's talk about the US market outlook for 2025. Full live link replay >>1. $.SPX(.SPX)$ 2025 Year-end Forecasts:These are some of the 2025 year-end forecasts provided by various research houses for the $.SPX(.SPX)$As of 18 Dec 2024: SPX’s closing price: 5872On average, the year-end target is 6,658, representing a 13% upside compared to yesterday's closing price of 5,872.The most bullish research house is Oppen
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      [Tiger Live Ⅳ] 2025 SPX Target & Pullbacks Forecast of Trump’s 1st Year
    • Tiger_James OoiTiger_James Ooi
      ·2024-12-25

      [Tiger Live Ⅲ] 2025 Outlook: AI Value Chain & Stars Stocks of AI S-curve in 4 Phases

      Here are my talk about AI Industry. Full live link replay >>I have shared a lot about AI trends in the past. Just bear in mind that the AI total addressable market is huge.The valuation for a lot of AI stocks is expensive, but still not as crazily expensive as during the dot-com bubble.For example, the P/E ratio for the Nasdaq 100 is now trading at 35x. At the peak of the dot-com bubble, it was trading at 175x.1995 marked the start of internet monetization. It also kickstarted the dot-com bubble.The entire dot-com bubble lasted for 5 years, from 1995 to 2000.At its peak, the $.SPX(.SPX)$ returned
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      [Tiger Live Ⅲ] 2025 Outlook: AI Value Chain & Stars Stocks of AI S-curve in 4 Phases
    • Tiger_James OoiTiger_James Ooi
      ·2024-12-25

      [Tiger Live Ⅱ] 2025 US Market Outlook: US Tariff

      Here are my talk about US tariff. Full live link replay >>About one month ago, Trump said he wanted to impose 25% tariffs on Canada and Mexico,and an additional 10% on China.Basically, if the U.S. imposes tariffs on any country, that country will still want to export to the U.S. because it is difficult to find a replacement with the size and appetite of the U.S.The common way to make your goods still look affordable to U.S. companies is through currency depreciation.For example, in 2018-2019, the RMB depreciated as much as 13% when the U.S. imposed a 25% tariff on Chinese goods.Trump’s tariffs are a negotiating tactic to reach a deal.For i
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      [Tiger Live Ⅱ] 2025 US Market Outlook: US Tariff
       
       
       
       

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