Earnings Were Solid — But So Were Expectations As an investor in Big Tech, I was generally pleased with the recent earnings season. Microsoft, Alphabet, and Meta all exceeded expectations across both revenue and EPS, with Microsoft's double-digit jump standing out. However, these results weren't entirely surprising expectations were already elevated, and in some cases, the market had partially priced in the beats. Magnificent 7 Forward Guidance Now Matters More Than EPS Beats What really moved the needle this quarter wasn't just the numbers—it was the forward guidance. This is where things got more nuanced. Apple $Apple(AAPL)$ and Amazon $Amazon.com(AMZN)$ both delivered
$Sheng Siong(OV8.SI)$ Regretted selling sheng siong on 7/3/25. I thought i was a stagnant stock at that time at $1.64 per per share. With a dividend of around 3.7%, i felt that it was better to sell sheng to buy ocbc which appreciated higher and had a higher dividend yield of more than 5%. To my surprise, sheng siong only dropped a few percent during the trump tariffs saga but then rallied to a juicy $1.76 per share. If only i had hold on to sheng siong, i would have made a larger profit. Hindsight is 20/20, it's easy to see the correct course of action after an event has happened, even though it was not so clear beforehand. Now i know how stable sheng siong is as a stock. A really recession proof stock where the goods they are selli
$Tesla Motors(TSLA)$ One of my biggest single profit win from Contra trading account so far. Traded using ticker symbol TSLL instead of actual TSLA ticket symbol because the price per unit is smaller, while price action is the same as TSLA. TSLL works well with Tiger Contra account because Contra account doesn't allow options trading, and TSLA price is too pricey for trading since profit/loss won't be significant. Entered my TSLL position (at $10.55) when TSLA retrace back to $286-$287 level yesterday which wasn't a great position but I held on anyway because overall TSLA seems to have managed to break and hold $285 very well. Sold all my TSLL position (at $10.84) after TSLA rebound from $285 e
$AMZN 20250502 180.0 PUT$ strong support at the 180 level. I doubt this level will break unless something disastrous happens. Will continue to sell puts at this level, as the earnings for MAG 7 are positive and should hold.
I see Crypto as a speculative money making tool. It is money making as we can the value rise with speculation. I think we can expect the value to rise further as more uses arise and when there is some form of governance. Of l course, if governments buy it like trump openly supporting it, the value can rise even more. I never believe in putting all my eyes in the same nest so l view the approach of all in into Cypriot as foolish. I am a greedy person so I would want the salary from my day job and the returns from my investment. The salary from my day job also provides me with extra capital. Which one is harder to earn depends on which one one is more skilled in. Crypto fluctuates and one can be stuck in the low for some time too. I don’t think strategy can sustain its bitcoin-stock cycle es
$SOXS 20250502 17.0 PUT$ collected full premium and got assigned at 17 when price close at 17.03. will monitor next week and see how it goes. market looks like continue to strengthen.. tough ride ahead for soxs