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2025-08-01
$NIO Inc.(NIO)$ ’s focus on core product strength, not autonomous driving, is pragmatic. Its design and performance lead the market—stock remains deeply undervalued.
4.76K
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2025-08-01
$ProShares UltraPro Short Russell 2000(SRTY)$ Got lucky with SRTY—bought low, sold higher, locked in gains. From here on, staying steady and watching small-cap downside risks.
1.47K
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2025-08-01
Cloud Giants Update - AMZN, MSFT & GOOG
Cloud Giants Update:AWS ( $Amazon.com(AMZN)$ ): $123B run rate growing 17% YoY (last Q grew 17%)Azure ( $Microsoft(MSFT)$ ): ~$86B run rate (estimate) growing 39% YoY (last Q grew 35%)Google Cloud ( $Alphabet(GOOG)$ $Alphabet(GOOGL)$ includes GSuite): $54B run rate growing 32% YoY (last Q grew 28%, neither are cc)Image1.Azure at a ~$86B run rate growing 39% constant currencyQuarterly YoY growth trends below Image2.AWS at a $123B run rate growing 17%Quarterly YoY growth trends below. Image3.Google Cloud at a ~$54B run rate growing 32% (not constant currency). Google cloud includes GCP and GSuiteQuarterly YoY growth trend
1.71K
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2025-08-01
Here's the updated Global Compounders list
Here's the updated Global Compounders list. I've recently added American Tower, Lennox International and Simpson Manufacturing.Newish positions in green, companies about to be removed in pink. What would you add/remove? $Celsius Holdings, Inc.(CELH)$ $Charter(CHTR)$ $Cooper(COO)$ $Dollar General(DG)$ $Dollar Tree(DLTR)$ $Hims & Hers Health Inc.(HIMS)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Vertex Pharmaceuticals(VRTX)$
1.40K
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2025-08-01
July's Top performers: Cadence and NVIDIA
July's factsheet New position: $Comfort Systems USA(FIX)$ Top performers: $Cadence Design(CDNS)$ and $NVIDIA(NVDA)$ Weighted FCF ROC = 38%FCF CAGR = 28%FCF yield = 2.70%Portfolio commentThe top detractors from performance were $Fair Isaac(FICO)$ and ATOSS Software.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 here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join th
1.17K
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2025-08-01
Two scenarios on watch after SPX made a higher high
🚨 Two scenarios on watch after $S&P 500(.SPX)$ made a higher high:✅ Bullish Path (Lean):As long as price continues to close above 6316, or does not cross 6280, it can rally for a 5th targeting 6500 before the higher degree pullback.⚠️ Bearish Trigger: A close below 6316/cross of 6280 would favor the start of a higher degree correction targeting 6180–5970.Key levels are set. The next few sessions are critical. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2509(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Nuveen Pennsylva
1.43K
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2025-08-01
SPX - A market reset is coming
$S&P 500(.SPX)$ just truncated the 2021–2025 upper trendline with a 5-wave advance — price is overextended, RSI is screaming overbought, and sentiment is deep in greed.The stage is set.A market reset is coming.This likely isn’t the top — I expect the coming correction to be bought, leading to an overshoot of the trendline to trap bulls… then price erases most, if not all, of 2025’s gains. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2509(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2509(NQ
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2025-08-01
We have now had 18 consecutive days below a 0.8% move for the $S&P 500(.SPX)$ .Past analogs hint at increased volatility ahead. $Cboe Volatility Index(VIX)$ 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 here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉💰CBA Mini Course 1: What is Cash Boost Account(CBA)?
6.08K
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2025-07-29
$SIA(C6L.SI)$ 🛫📉SIA Drops Hard! Earnings Turbulence or Prime Accumulation Zone?📊🛬 I’m tracking Singapore Airlines (SGX: C6L) after a brutal earnings shock sent the stock into a steep dive, closing down 7.37% on 29Jul25 to S$7.04. Q1 FY2026 net profit plummeted 58.8% YoY to S$186M, spooked by Air India-related associate losses and falling interest income. Even with revenue rising 1.5% to S$4.8B and a record 10.3M passengers carried (+6.9% YoY), investors weren’t buying the narrative. I’m dissecting this move from every angle. On the surface, SIA still boasts a solid 87.6% group load factor and one of the healthiest balance sheets in the global aviation space. But the decline in passenger yields (–2.9%) and management’s warning around cargo weakne
TOPPorter Harry: Nice analysis!👍 Deep dips always give a chance to buy in and with the economics improving, the aviation industry will return to a growth trajectory.
2.11K
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2025-07-30
$SoFi Technologies Inc.(SOFI)$ 🧠💸🚀 SoFi Rockets Past Expectations: Is $30 Just the Beginning? 🚀💸🧠 🎯 Executive Summary I’m extremely confident that SoFi Technologies ($SOFI) just delivered one of the most structurally defining quarters in its history. The stock jumped +16% post-earnings to $23.70, driven by a comprehensive beat on every major metric. This wasn’t just a solid print, it was a momentum shift. Amid a fintech landscape full of stumbles, SoFi’s execution now stands in stark contrast: revenue acceleration, EPS expansion, and member acquisition are all surging. Options activity surpassed $4M in call sweeps, while William Blair issued a fresh $30 target. With Fed rates steady at 5.25% to 5.50%, SoFi’s lending economics remain extremely favo
TOPSoFi to the moon! $30? I’m thinking $50!
5.63K
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2025-08-01
$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ 🌐🚀💰 Microsoft smashes $4T ceiling: the AI mega-cycle just got real ~ is Apple or Meta next to join the AI elite?💰🚀🌐 🧠 I’m convinced this is a structural AI rerating Microsoft ($MSFT) has just shattered the $4 trillion market cap mark; only the second company in history to do so, and I’m not treating this like just another earnings beat. This is an institutional inflection point. Azure’s revenue acceleration, options sweeps into $550 calls, and a 9% after-hours move confirm that market participants are re-pricing Microsoft not on legacy earnings, but on future AI terminal value. With cloud segment r
TOPInsightful analysis!
13.43K
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2025-08-01
$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years
TOPThe guidance is a little weaker than expected. But this is a long-term buy on dips and hold stock. Will add more around $200 if ever reaching it.
2.27K
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2025-08-01
$CapLand IntCom T(C38U.SI)$ S Reits should do well when US Feds finally cut rates. And this is the leader of S Reits. Good to add more during dips.
TOPNice! I think it will have a long-term bullish trend.
4.59K
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2025-08-01
$Figma(FIG)$ 🚀 IPO Overview • Figma priced its debut at US $33/share on July 30, 2025, offering a total of ~36.94 million shares, raising around US $1.2 billion. • It began trading under the ticker FIG on the NYSE on July 31, • In its first trading session, shares surged over 200–250%, reaching above US $115–$117, driven by high demand and repricing of valuation, giving a market cap > US $57–68 billion at close. Fundamental & Prospectus Highlights • Revenue: US $749 million in FY 2024, up ~48% YoY; Q1 2025 revenue of US $228 million, +46% YoY. • Profitability: Net loss in 2024 of US $732 million (mostly from stock-based comp) turning to a net income of US $44.9 million in Q1 2025. • Margins: Very strong, with gross margin ~
TOPThanks for sharing! I think its price is a little high here.
19.34K
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2025-08-01
[Events] If You Could Create Your Dream ETF, What Would It Track?
If you had the chance to build your own ETF, what would it look like?Would you go 100% stocks, or mix in some bonds and fixed income? Would you focus mostly on the U.S. market, or include international exposure? And how would you balance large-cap stability with high-growth potential?This is your chance to share your investing vision — and get rewarded for it!📌 How to ParticipateComment with your dream ETF idea：What would it track? What types of assets would you include? How would you split your allocation?Give it a name! Bonus points for clever or fun ETF namesTag a friend to join the challenge too!🎁 PrizesParticipation: Get 5 Tiger Coins for joining the discussionTop Idea: Most liked or insightful ETF concept wins a $5 stock voucherCreative Pick: Funniest or most unique idea gets a $5 st
TOP🌟🌟🌟If I could create my dream ETF, I would call it "Global Grit Index ETF" with a ticker code "GIGI". This ETF represents a curated blend of resilient, dividend paying companies from Singapore, Hong Kong, US and Australia. Singapore : DBS, OCBC, UOB, SGX, Sheng Siong and other valued gems. USA: Coca Cola, Procter & Gamble, Caterpillar and other Dividend Aristocrats. Hong Kong: Alibaba, Tencent, JD.com and other undervalued Hong Kong stocks Australia: The Big 4 banks - Commonwealth Bank, NAB, Westpac, ANZ, Woolworths etc. GIGI is a smart fusion of long term discipline, global diversification and a passive income strategy - with just enough edge to make Wall Street take notice. GIGI will be the ultimate ETF that outwits inflation and make investors happy. @TigerEvents @Tiger_SG @TigerStars @Tiger_comments @CaptainTiger
2.60K
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2025-08-01
$ocbc bank(O39.SI)$ 📉 OCBC Share Price Weakness Ahead of Earnings – What’s Driving It? July 2025 Investment Note OCBC shares have come under pressure ahead of the bank’s upcoming earnings report expected in early August. This decline is largely driven by cautious sentiment rather than confirmed negative results. Here are the key reasons: ⸻ 🔑 Key Factors Behind the Drop: 1. Shrinking Net Interest Margins (NIM): Lower global interest rates are squeezing bank lending margins. OCBC’s NIM was already down to ~2.04% in Q1 FY2025, and further compression is expected. 2. Weaker Sequential Outlook: Analysts forecast a quarter-on-quarter decline in earnings, citing lower contributions from trading and wealth management after a strong Q3. 3. High Bas
TOPNice analysis. The trend of lowering interest rates will increase the burden of banking sector.
4.18K
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2025-07-31
$Advanced Micro Devices(AMD)$ this can either go down to 160 or 200 and above , I intend to take actions after earning , I am prepared for the lost it all can go to shet tml n I am at peace with that
TOPNice! It seems that AMD will reach the resistance level recently.
3.41K
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2025-07-31
$NVIDIA(NVDA)$
TOPNice! Wait to see Nvidia create a new high.