$SoFi Technologies Inc.(SOFI)$ Yes! I'm buying the dip and in high conviction. SoFI formed a topping tail candle on 29th July after reaching $25.11 on good earnings release only to close at $22.40 and then lower to $21.87 on Wed 30th July. This move was attributed to SoFI's announcement of $1.5 billion public offering of new shares (71.9 million new shares) at $20.85 a share to shore up its finances. Market booed over the move so that explained the drop due to dilution effects of enlarged share base. I'm trading on bullish setups as the new shares of $20.85 sort of setting up a bottom of how low the stock would go before stabilising as no one will subscribe to the new shares offering if the market trades below
$Figma(FIG)$ Figma’s IPO hype is hitting fever pitch—with over 30x oversubscription, the demand is starting to echo some of the wildest debuts we’ve seen in recent years. Raising its price range to $30–32 per share (from $25–28) and targeting a nearly $18.8 billion valuation, Figma has firmly entered the rarefied air that CRCL (Circles) and other recent tech darlings have occupied at their public market debuts. This level of oversubscription doesn’t just signal excitement—it practically guarantees a first-day pop, as institutional and retail investors scramble for a piece of the limited float. When you see a company able to move its price range higher before trading even begins, it’s a classic sign of “hot IPO” territory, not unlike the wild rides
"July Sees 4-Month Winning Streak: Will August Crash Repeats?". I note that Nasdaq has seen four-month consecutive gains, with Nasdaq $NASDAQ(.IXIC)$ and S&P 500 $S&P 500(.SPX)$ rising 3.73% and 2.55% respectively this month. While this growth is impressive, it makes me cautious given the extended rally. Historically, August has not been a month with significant declines, though it tends to be more volatile and often ends higher. I recall that last August, the market experienced a sharp drop but still closed up 2%. This historical context leads me to believe that a pullback is possible, and I am prepared to wait patie
The post titled "Figma Over 30x Oversubscription: Is the Next CRCL Here?" captures my interest with the tremendous investor enthusiasm surrounding Figma's initial public offering. I am impressed that this round of subscriptions has exceeded 30 times, indicating strong demand. The decision to raise the price range from 25 to 28 dollars per share to 30 to 32 dollars per share, pushing the fully diluted valuation to nearly 18.8 billion dollars, suggests to me that the market sees significant potential in the company. I find the scale of the IPO intriguing, with Figma $Figma(FIG)$ and existing shareholders planning to issue approximately 37 million shares to raise around 1.2 billion dollars. This move reflects confidence in the company's future g
Circle’s sharp 7% slide after Compass Point Research’s downgrade is a classic example of what happens when a stock gets too hot, too fast—especially in the frothy world of fintech and crypto. The “party” has been raging for Circle and many of its peers as crypto sentiment rebounded, trading volumes surged, and expectations for new products or partnerships reached fever pitch. But now, with a “Sell” rating and fresh concerns about the impact of lower interest rates, the mood has soured fast. Is a pullback to $180 or even lower on the cards? Absolutely—it wouldn’t be the first time a red-hot fintech name gave back some gains after an extended rally. Do I agree with Compass Point’s downgrade? Their reasoning has merit: a Fed rate cut is a double-edged sword for companies like Circle. On one h
S-REITs hitting fresh 52-week highs in 2025 is proof that yield still matters, even in a world obsessed with AI stocks and big tech breakouts. The SGD 400 million in net retail inflows is telling—Singaporeans love their dividends, and the stability of S-REITs has become a kind of financial comfort food in an uncertain world. But while retail investors are buying in droves, institutions have quietly taken the other side of the trade, offloading over SGD 500 million in the first half of the year. This sharp divergence begs the question: are we looking at true dividend kings or just value traps in disguise? Which REITs have room to grow? Not all S-REITs are created equal. Data centre and logistics-focused names like Keppel DC REIT, Mapletree Logistics Trust, and Ascendas REIT stand out with s
The second half of the year is shaping up to be a true test of investor discipline—and, honestly, nerve. After a spectacular first half, with major indices at record highs and everyone suddenly an AI expert, it’s tempting to just stick with the winners and hope for a repeat. But experience (and a bit of market cynicism) tells me that H2 is rarely a carbon copy of H1. There’s more noise, more rotation, and usually at least one big surprise lurking. My outlook? Cautiously optimistic—but with a clear tilt towards risk management. It’s hard to ignore the momentum in tech, chips, and AI, but after such a big run, I’m trimming back my largest winners and rotating a bit into sectors and regions that have lagged (think value, international, or select commodities). I’m also keeping a chunk of my po
Absolutely love this campaign—pre-sale “egg exposure” at Tiger Mall is a brilliant way to crowdsource creativity and hype up new products before launch. The surroundings of a mall set the whole mood, and it’s refreshing to see a platform asking its community to vote, comment, and get truly involved in shaping what’s next. If I could vote or wish for any surrounding product at Tiger Mall, I’d love to see a fusion of tech and lifestyle—maybe smart benches with wireless charging, AI-powered interactive info kiosks that double as art installations, or pop-up zones for digital collectibles where you can scan a code and win Tiger coins on the spot. For design, how about eco-friendly planter walls that filter air and act as selfie backgrounds, or augmented reality murals that come alive with your
🚀 Microsoft vs Meta Earnings Surge — But Who’s Winning the AI Battle? 💥🧠 In a blockbuster earnings week, Microsoft ($Microsoft(MSFT)$ ) surged +8% and Meta ($Meta Platforms, Inc.(META)$ ) rallied +11%. Both hit fresh all-time highs — but their AI strategies couldn’t be more different: 👉 Microsoft is leaning into enterprise AI with Azure and Copilot. 👉 Meta is reinventing itself through AI-powered ad targeting and social commerce. So who has the stronger moat in the next decade? Let’s unpack. 👇 --- ☁️ Microsoft: Owning the Enterprise AI Stack Microsoft’s latest earnings were led by a resurgent Azure — up roughly 29–31% YoY, outpacing slower PC and Office grow
Microsoft version 2.0 6 trillion market cap ? These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way 🔹 GitHub Boom More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled! 🔹 Big Companies Love AI Tools Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365). • Barclays is giving Copilot to 100,000 employees after a successful test with 15,000. • UBS is expanding it to all their staff. • Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each. 🔹 Cloud Tools Are Growing Too Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI app
$Microsoft(MSFT)$$NVIDIA(NVDA)$$ARK Innovation ETF(ARKK)$ 🚀🤖💥 Why private AI outshines public tech in 2025 💥🤖🚀 I’m extremely confident we’re witnessing a capital migration that reshapes the future of tech investing. Citi and JPMorgan now track private AI names like OpenAI and Anthropic with the intensity of public stocks; this signals a paradigm shift: private is the new public. These firms aren’t just hyped; they’re funded at scale: • SpaceX tops the global unicorn list at $350B • OpenAI and ByteDance are tied at $300B • Anthropic, backed by Amazon and Goog
$Alphabet(GOOGL)$ 📉💼🧠 Google stumbles while the rest of the Mag 7 flies: is $GOOGL now a stealth buy? I’m extremely confident that this dip in Alphabet is being wildly mispriced. While the Mag 7 surged, $GOOGL fell 1.86% to $192.91, leading losses among its peers on 31Jul25. Yet, the underlying fundamentals not only remain intact; they’re accelerating. Alphabet just posted a stellar Q2 with 14% year-over-year revenue growth to $96.4B (vs consensus $94B). Google Search brought in $54.2B (+11.7% YoY), while total ad revenue hit $71.3B (+10.4%). Cloud impressed again with $13.6B (+32% YoY), and operating income climbed 14% to $31.3B. EPS jumped to $2.31 vs estimate of $2.19. Despite this beat, $GOOGL lagged as the market focused on near-term risks r
$Tesla Motors(TSLA)$$ProShares UltraPro QQQ(TQQQ)$$T-REX 2X INVERSE TESLA DAILY TARGET ETF(TSLZ)$ 🚨🧠📉 Tesla bleeding, or baiting? I’m not buying the shakeout. 📈🚘⚡ I’m extremely confident the current price action in $TSLA is an engineered liquidity drain, not a true breakdown. While retail panic sets in, the charts, macro, and fundamentals are aligning for the next major upside phase. The stock closed at $312.05, down –2.19%, but the internals tell a different story. RSI(6) is deeply oversold at 23.25. RSI(12) and RSI(24) remain at 33.76 and 41.53, respectively: classic coil compression. MACD: DIF –0.9638, DEA –0.1579, Histogram –1.6118. A bullish reversal setup
$Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ earnings are over but even with iron condor I would have probably made a loss as they jumped too much. I have tried strangles and straddles and also tried iron condors before. The problem nowadays is that volatility is changed, small narratives and statements can greatly get stock valuations down or up. I had a bad experience with Adobe last season when the price just tanked from the 550 range to 400 range and all my strangles and condors became useless. This scared me for a bit and I laid off for a while from earnings period trades. However slowly recovering. The problem lies in predicting the move. Idea: use expected moves to predict the movemen
The Euro’s Unexpected Flash Crash: Is It an Opportunity for Bears?
In July 2025, the European Central Bank held interest rates steady, yet the euro sharply depreciated against the U.S. dollar, falling as much as 1.2% in a single day.At first glance, the situation seems puzzling: the market strongly expects the Federal Reserve to cut rates in September, while the ECB is likely to keep rates unchanged, leading to a narrowing of the interest rate gap between the U.S. and Europe. Normally, a narrowing interest rate differential tends to support euro appreciation. However, this time the euro experienced an unexpected "flash crash." The root cause is not the interest rate difference itself but the agreement reached on U.S.-EU tariffs. The market widely views this as a major concession from Europe, and the tariff shock is putting substantial pressure on the Euro
Reward Announcement & New Game! Where Will Palantir Close on August 5th?
Thank you all for participating in last week’s exciting event:[Game] Where Will OCBC Close On Friday?All rewards have now been distributed:Basic Comment Awards – 5 to 50 Tiger Coins, depending on the quality of your commentCorrect Guess Awards!Let’s reveal the winners!Five Tigers correctly guessed $ocbc bank(O39.SI)$ closing price of SGD 16.79 last Friday and split 500 Tiger Coins, with each receiving 100 Tiger Coins. @Xw1995@DiAn
SIA Tumbles for 3 Days! At What Price to Buy the Dip?
Singapore Airlines (SIA) has had a rough week—its share price has tumbled for three straight days, and investors are feeling the turbulence. SIA (C6L.SI) The trigger? A weaker-than-expected earnings report for the first quarter. SIA's net income plunged 59% to S$186 million for the three months ending June 30. The drop was largely due to losses from Air India Ltd. and lower interest income. On the surface, this looks like a sharp decline and the market responded accordingly. Yet, if you dig a little deeper, the story isn't all bad. Revenue actually rose by 1.5%, reaching S$4.79 billion, supported by record travel volumes and resilient cargo demand. So while the profit headline disappointed, operationally, the airline is still flying strong in terms of passenger activity and global demand.