How a Late Investment in a Mega-Cap Stock Paid Off Big Time
At the 2025 Berkshire annual meeting, Buffett said that Tim Cook has made more money for Berkshire $BRKA than he ever did. Indeed, Buffett's $11.9 billion Apple $AAPL investment has made more money for Berkshire Hathaway $BRKA than any other investments he has made since acquiring $BRKA in 1965. This statement really blew my mind! Buffett first bought $AAPL in 2016, 36 years after its IPO, when it was already one of the largest stocks in the market. He bought $AAPL at a time when it significantly undervalued, because of fears that iPhone was losing market share to Google Pixel, Samsung, Huawei etc... Since then, Buffett's investment in $AAPL has made $BRK approximately US$143 billion in gains (capital gains realised + unrealised + dividends). This is a gain of 12
Snap Inc. Q1 2025 Earnings: Disappointing Results, But a Valuation Too Good to Ignore
$Snap Inc(SNAP)$ Snap Inc. reported its quarterly financial results after the U.S. markets closed on April 29th, 2025 — and it wasn’t the report bulls were hoping for. Despite some encouraging user growth headlines, the underlying metrics left investors rattled, sending the stock tumbling more than 15% in after-hours trading. As someone who has rated Snap as a “buy” throughout 2025, I’ll be candid — this report was frustrating. But short-term market reactions don’t always reflect long-term value. In this article, I’ll break down Snap’s Q1 results, explore what triggered the market’s sharp response, and share whether I view this drop as a buying opportunity or a red flag. I’ll also walk through my updated discounted cash flow (DCF) valuation, asses
1. $Netflix(NFLX)$ NFLX has now traded green for 11 consecutive days, Netflix's longest winning streak in history 📈📈Image2. $WTI Crude Oil - main 2506(CLmain)$ Crude Oil on track for its lowest closing price since February 2021Image3. $Vanguard S&P 500 ETF(VOO)$ Vanguard's S&P 500 ETF saw an inflow of almost $21 Billion last month, the largest in its history, and the 5th largest for ANY ETF everImage4. $Morgan Stanley(MS)$ Morgan Stanley Insider Trading Alert 🚨Co-President Andy Saperstein just sold $4.8 million worth of MS sharesImage5. $S&P 500(.SPX)$ The longest w
Warren Buffett is now sitting on enough cash to buy 476 companies in the S&P 500
1.Warren Buffett is now sitting on enough cash to buy 476 companies in the $S&P 500(.SPX)$ Image2.Warren Buffett's Berkshire Hathaway $Berkshire Hathaway(BRK.A)$$Berkshire Hathaway(BRK.B)$ went public (OTC) on March 17, 1980, at a price of $290 per share. If you invested $10,000 back then, your investment would be worth $27.9 million today.Image3.Warren Buffett vs. S&P 500 Since 1965Berkshire Hathaway Return: 5,502,284%S&P 500: 39,054%ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more
Is Paycom Software Stock a Buy, Hold, or Sell? A Deep Dive into Risks and Valuation
$Paycom(PAYC)$ In this article, I’ll take a closer look at Paycom Software (NYSE: PAYC)—a provider of cloud-based human capital management (HCM) software—by evaluating three of the most pressing risks the company faces today. I’ll also walk through its valuation using my proprietary discounted cash flow (DCF) model to estimate intrinsic value and then analyze how the stock measures up based on a forward price-to-earnings (P/E) basis. By the end of this breakdown, I’ll share whether I believe Paycom is currently a buy, hold, or sell, based on the company’s risk profile, growth potential, and valuation at today’s market prices. Fundamental Analysis Paycom Software is a leading provider of cloud-based human capital management (HCM) solutions, helping
Market Mayhem or Miracle: Stocks to Ride the 2025 Wave
The stock market is buzzing with a mix of chaos and opportunity as we dive into May 2025, and the stakes couldn’t be higher. With tech giants delivering jaw-dropping earnings, trade talks teetering on a knife’s edge, and economic data painting a murky picture, investors are scrambling to spot the next big move. Is this a setup for a market miracle or a plunge into mayhem? Let’s unpack the latest trends, spotlight stocks to watch, and craft a plan to surf this wild wave. What’s Fueling the Market Fire? The market’s a rollercoaster right now. The S&P 500 and Dow have notched an impressive eight-day winning streak, thanks to Microsoft and Meta’s stellar earnings—$70.1 billion and $25.8 billion in profits, respectively—easing AI spending fears, per recent buzz. Nasdaq futures are soaring 1
2 Magnificent Artificial Intelligence (AI) Stocks to Buy in May and 1 to Avoid
Two industry-leading AI stocks are historically cheap and begging to be bought, while another highflier -- up more than 1,700% since 2023 began -- won't live up to the hype surrounding it.For much of the last two-and-a-half years, the bulls have been in firm control on Wall Street. While a confluence of factors is responsible for lifting all three of Wall Street's major stock indexes to new heights in 2024 (and early 2025 for the $S&P 500(.SPX)$ ), it's the evolution of artificial intelligence (AI) that stands head-and-shoulders above other catalysts.The broad-stroke excitement with AI is that it allows enabled software and systems to reason and act on their own. Looking a bit further down the line, machine learning, when coupled with AI capab
The last two weeks were critical for the future of the AI trade.Google, Amazon and Microsoft all said their cloud businesses are capacity-constrained.AI demand is well and alive.Here are my top 10 AI infrastructure stock picks: 🧵1. $Advanced Micro Devices(AMD)$ 5-year Revenue CAGR: 27%Gross Margin: 53%Forward P/E: 22It's second largest provider of data center GPUs after $NVDA.Though its hardware was comparable to that of $NVIDIA(NVDA)$ , it was way behind in software stack.Now it's catching up with ROCm updates. Its MI300x chips are already outperforming Nvidia H200 in inference performance.The demand will explode for its next-gen chips.Image2. $NEBIUS(NBIS)$ 3-ye
“Hello Tariffs My Old Friend” – Rally Interrupted as Trade Policy Returns to Center Stage
Markets Pull Back Modestly After 9-Day Rally $S&P 500(.SPX)$ lost 0.6%, snapping a 9-day winning streak after Trump floated 100% tariffs on foreign-made films over the weekend. $NASDAQ(.IXIC)$ 0.7%, Dow down 0.2%, as investors absorbed the re-emergence of policy -driven uncertainty. The retreat followed the strongest rebound from oversold conditions (+3σ) since 2020, suggesting the rally’s pause is more about headline risk than fundamental deterioration. Even modest tariff threats can reignite volatility, particularly with tech and multinationals already priced for perfection. Stocks Oil Weakness, Recession Signal Oil prices have recently broken lower, but historical comparisons since 1987 show no
Can UOB, DBS and OCBC Earnings Offset Lower NIMs? Are They Worth Holding Long Term?
🌟🌟🌟The Singapore banking sector is navigating an environment where softening interest rates have resulted in lower net interest margins (NIMs) - a key component of their earnings. With the recent rate cuts by the US Federal Reserve filtering through to domestic rates, the 3 banks UOB, DBS and OCBC are projected to experience a compression in NIMs. Yet there is growing optimism that robust non interest income, resilient loan growth and fee based revenues may help offset these margin pressures. Assessing the Impact of Lower NIMs Recent developments indicate that as domestic rates drop with the 3 month Singapore Overnight Rate Average falling from 3.02% to 2.55%, the Singapore Banks are facing tighter margins on their core interest income. This compress
[Stock Prediction] Which Stock Will Be the Big Winner? (AMD, DDOG, ARM, APP, SOUN, UPST, U, SHOP)
t will be a blockbuster week for growth and AI-driven stocks, with AMD, Datadog, ARM, AppLovin, SoundHound, Upstart, Unity, and Shopify all set to report earnings. Can you guess which one will be the big winner this week? If you get the correct answer, you may divide 1,000 Tiger Coins with other Tigers!🌟Earning Preview💡 Pro tip: Type "company name + earning preview" in TigerAI to instantly access institutional ratings, historical volatility & key data - make smarter predictions! TRY NOW!🎁Events DetailsClick to vote. Guess which one is a big winner this week ? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers. $Advanced Micro Devices(AMD)$ ,
AI sector bottomed out? Consider the spread strategy
Goldman Sachs analysts said that at the end of last month, some large technology companies involved in artificial intelligence (AI) released better-than-expected performance reports, indicating that investors have the opportunity to rearrange this sector after the recent correction.The artificial intelligence sector, which has driven the market up in the past two years, has performed sluggishly after entering 2025. In January this year, the emergence of DeepSeek raised questions about the need for U.S. companies to invest billions of dollars in building AI systems, and chip manufacturers and AI-related stocks plummeted. Recently, the trade war initiated by US President Trump has triggered concerns about the slowdown of US economic growth or even recession.Alphabet's earnings report showed
How Would You Plan S$10 Million If You Win TOTO in Singapore?
Singapore's TOTO lottery has gone three consecutive rounds without a jackpot winner, pushing the prize pool up to S$10 million. To win this jackpot, long lines formed early outside.Back in March this year, someone placed just a S$1 bet and ended up sharing a S$13.4 million prize with two others, sparking widespread envy. On April 28, the TOTO draw revealed a first prize of S$12,929,450, which was again shared between two winners.What can you do with S$10 million in Singapore?You could use the money to significantly improve your quality of life. House, car, education and better life…Examples:First, you can spend S$2 million for a better condominiumSecond, S$1 million can get you a $Tesla Motors(TSLA)$ along with the Certificate of Entitlement (COE)
In the four trading sessions between Apr 25 and 30, nearly 80 director interests and substantial shareholdings were filed for more than 40 primary-listed stocks. Directors or chief executive officers filed 20 acquisitions and no disposals; substantial shareholders filed four acquisitions and two disposals.1. $Mapletree Log Tr(M44U.SI)$ On Apr 25, Mapletree Logistics Trust Management executive director and CEO Jean Kam acquired 100,000 units of MLT at S$1.14 a unit. This increased her interest to 179,800 units.Before the acquisition, MLT provided its Q4 FY2025 results, in which revenue decreased by 0.8% from the year before to S$179.6 million, mainly due to lower contributions from China, divested properties and currency depreciation.2.
S-REITs rebound 9.5% from Apr 9 lows, tracking volatility in global markets
The performance of Singapore Real Estate Investment Trusts (S-REITs) in April 2025 was marked by significant movements, reflecting the broader volatility in global markets. The iEdge S-REIT Index declined by 1.9% over the month, slightly outperforming the Straits Times Index (STI)’s drop of 2.3%. Furthermore, S-REITs outperformed the FTSE EPRA Nareit Global REITs Index, which saw a more substantial decline of 3.0%.Within the 30 constituents of the iEdge S-REIT Index, the performance in April was mixed, with 22 decliners and 8 gainers. The three biggest decliners for the month were $ManulifeReit USD(BTOU.SI)$$Mapletree Log Tr(M44U.SI)$$ESR-REIT(J91U.SI)$
BIG TECH WEEKLY | Why MSFT is the winner of surprise?
Big-Tech’s PerformanceWeekly macro storyline: Bessent Reasons Rate-CutsTariff Shock Moves Forward — U.S. consumer sectors are generally facing a downturn in sales, rising costs, and squeezed profits. This includes companies like McDonald’s, Yum! Brands (KFC/Pizza Hut), Starbucks, Domino’s, and Hershey’s. Many of these companies cater to lower- to middle-income groups, and consumption downgrades are leading these consumers to cut back on non-essential spending. Economic uncertainty is spreading.April ADP employment numbers released on Wednesday showed an increase of only 62,000 jobs, far below expectations and the lowest in nine months. The decline was primarily in education and health services, possibly due to the aftermath of the DOGE healthcare rule, while the impact of tariffs might not
DOGE Impact Delayed? Palantir’s Gov Biz Strong, Valuation Concerns Grow
$Palantir Technologies Inc.(PLTR)$ is the best-performing component of the S&P 500 so far this year, with shares up 64% YTD, completely ignoring the 2025 trend of a general decline in tech stocks.Meanwhile Painful Death has validated short-term growth momentum (U.S. political and corporate demand), but the market has a very low tolerance for internationalization stagnation and DOGE risk at high valuations, and investors have seen a lot of profit-taking.The market is currently focused on the following three main points:Whether US defense contracts (resume) accelerating in the second half of the year;Whether international commercial revenues can be repaired (if corporate IT budgets adjust after tariffs fall);Gross margin changes from AI investme
USDINR: Elliott Wave Signals End of Corrective Cycle, Eyeing Fresh Highs
The Indian rupee USDINR has been experiencing notable fluctuations in recent months. As of today, the rupee has strengthened to 84 per US dollar, marking its highest level since October 2024. This appreciation is driven by heavy selling of the dollar by foreign banks and consistent foreign fund inflows. Key Factors Influencing the Rupee: Foreign Investments: Increased foreign direct investment (FDI) and portfolio inflows have contributed to the rupee’s strength. Global Trade Developments: The possibility of China-US trade talks has improved investor sentiment, benefiting Asian currencies, including the rupee. Domestic Economic Indicators: India’s manufacturing PMI has risen to a 10-month high, reflecting strong demand and healthy order books. Geopolitical Considerations: Tensions betw
White House Invitation: What Will Nvidia Ramp Up Investing in US Mean?
President Trump is reportedly planning a White House event around his first 100 days back in office, aimed at promoting investment in America. Among the headline attendees include senior executives from companies such as Nvidia. While these kinds of events generate headlines, the deeper question for investors is: Will anything material come from this? A Public Display, But Substance Still Matters While such high-profile gatherings serve as visible commitments to domestic investment and policy alignment, they don’t automatically translate into business impact. Nvidia’s participation may reflect its leadership in AI and U.S.-centric innovation, but until there are clear and actionable outcomes, the event itself is not a reason to alter an investment thesis. These events often highlight poten
Can CrowdStrike Defend Its Cloud Throne in a Shifting Skyscape? CrowdStrike is soaring. Up 45% over the past year, the cybersecurity juggernaut has become synonymous with cloud-native endpoint protection. With a five-year return exceeding 530%, it’s no wonder investors have warmed to the Falcon platform’s narrative of scalable, AI-driven defence. Yet amidst rising valuations, deep-pocketed rivals, and shifting macro tides, the real question is this: can CrowdStrike’s dominance endure, or are cracks beginning to show in the cloud armour? Soaring high—but tailwinds may yet shift the skies The $109 billion market cap tells one story. But the forward P/E of 128 and a PEG ratio north of 5 whisper another—this is a stock priced for perfection. And when you dig into the details, the picture grows