$Taiwan Semiconductor Manufacturing(TSM)$ 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!
$ASML Holding NV(ASML)$ 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
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
Is a Crypto Bull Market Brewing? 🚀 Tom Lee certainly thinks so and after watching his latest video, I have to admit some of his arguments are pretty compelling. you can watch it here https://youtu.be/ac7pnyaBFEM?is=L5NrGXVxzFkoW6WP Tom Lee believes we could be entering a new crypto bull cycle, potentially one of the biggest yet. The combination of liquidity, institutional adoption, ETFs, regulation and the broader evolution of crypto is making the setup increasingly interesting. I’m excited to see whether he’s right And at the same time I am not ready to pour more money into crypto. 😂 Instead, I’ve been selling a few puts on $Robinhood(HOOD)$ For me, it’s a more familiar way to express the same thesis. If crypto activity acce
$OCBC Bank(O39.SI)$ 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
⚡ 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
Why I’m Bullish on $Alphabet(GOOG)$ Hey Tiger Traders! 👋 I just wanted to share a few takeaways after attending yesterday’s "Coffee Chats by Trade to Win" event hosted by James Ooi, Chief Market Strategist at Tiger Brokers. If you haven’t attended any offline Tiger events yet, I highly recommend checking future ones out! They’re super fun, interactive, and offer a great chance to learn directly from James and exchange trading ideas with fellow Tiger community members. A key takeaway that stood out to me: the next leg of the rally could very well be led by the Magnificent 7. Among the Mag7, Alphabet ($GOOG) is catching my attention the most right now: • 📊 Portfolio Context: GOOG is already in my top 10 holdings on Tiger, but given