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The Investing Iguana
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03-02

Operation Epic Fury Part 2: The $33B "Iron Bastion" and 2 Other SG War Hedges | 🦖 EP1457

Operation Epic Fury Part 2: The $33B "Iron Bastion" and 2 Other SG War Hedges | 🦖 EP1457The chatter at the coffee shop in Marine Parade is starting to sound a lot like 2022 again. Everyone is talking about "war hedges" and "safe havens" as the headlines around Operation Epic Fury continue to escalate.But when I run the numbers on our local "Iron Bastion" stocks—the names everyone assumes are safe right now—the forensic reality is actually quite jarring. ST Engineering and SGX are currently priced so high that the yield spread against your CPF Special Account has actually turned negative.You are essentially paying a premium for the privilege of taking on equity risk when the "risk-free" floor is already giving you more. That is a trade that makes very little sense once you strip away the em
Operation Epic Fury Part 2: The $33B "Iron Bastion" and 2 Other SG War Hedges | 🦖 EP1457
TOPfloopi: Smart move staying liquid, CPF beats overpriced stocks any day. [OK]
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BTS
·
03-02
$Netflix(NFLX)$  $Warner Bros. Discovery(WBD)$  $Paramount Skydance Corp(PSKY)$   Netflix (NFLX) performed a masterclass in "winning by losing" by walking away from the Warner Bros Discovery (WBD) bidding war, securing a $2.8B breakup fee from Paramount Skydance Corp (PSKY), and avoiding a potential debt trap The breakup win clears the primary cloud over the stock since late 2025; this risk removal signals that the company is heading toward a more stable, profitable future, which could drive more upside。。。 The +13% jump reflects relief after months of merger uncertainty; however the rally is mostly sentiment-driven, and upside might be lim

Netflix +13%: $2.8B Breakup Win for Further Rally?

@Tiger_comments
After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang
Netflix +13%: $2.8B Breakup Win for Further Rally?
$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$ Netflix (NFLX) performed a masterclass in "winning by losing" by walk...
TOPCatherineGunter: Solid move by NFLX dodging the debt trap. Earnings needs to back this rally up thought.[看涨]
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Trend_Radar
·
03-02

$XYZ surges on massive volume breakout and eyes 65 resistance

$Block, Inc.(XYZ)$ Block, Inc. (XYZ) Soared +16.82%: Massive Volume Breakout Eyes Key $65 Resistance Latest Close Data Closed at $63.70 on 2026-03-01, surging +16.82% (+$9.17). The stock is now 22.8% below its 52-week high of $82.50. Core Market Drivers A significant surge in trading volume (40.7M shares, 3.55x volume ratio) and a 9.02% intraday range point to a powerful bullish breakout. This follows a period of net positive capital inflows over the past week, indicating renewed institutional interest. Technical Analysis The technical picture has turned decisively bullish. The 6-day RSI at 80.79 is in overbought territory, signaling strong momentum. Crucially, the MACD histogram has turned positive (+2.13), confirming a bullish crossover as the DI
$XYZ surges on massive volume breakout and eyes 65 resistance
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OptionsAura
·
03-02

Nvidia pulls back, can 170 still be held?

After announcing the new quarterly financial report, $Nvidia (NVDA) $The stock price trend shows the characteristics of "bullish cashing". Although the company's revenue and profits continue to maintain high growth rates, and data centers and AI-related businesses are still the core growth engines, the market's review of the future capital expenditure pace, gross profit margin sustainability, and AI investment return cycle is obviously becoming rational. Within a few trading days after the announcement of the financial report, the stock price fell from its high level, and the trading volume increased significantly, indicating that some funds chose to take profits in stages, and short-term volatility intensified. At the same time, the situation in the
Nvidia pulls back, can 170 still be held?
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886
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PeterDiCarlo
·
03-02

$MSFT $NVDA $NFLX $QQQ signal caution with potential traps and corrections

This week’s scan shows $MSFT nearing historical support, $NVDA and $QQQ flashing bearish monthly setups, and $NFLX’s recent rally may be a bull trap. 1. $Microsoft(MSFT)$ MSFT is coming into major support. The monthly bias has been a strong long-term buy zone for this stock historically. But I’m not buying yet. Monthly BX is still red, so I wait for the system to confirm before going long. ✅ 2. $NVIDIA(NVDA)$ I’m selling all my $NVDA Monday 🔻 Monthly BX just flipped dark red after months of chop. Historically this setup often leads to 20–30% corrections or months of dead money. 3. $Netflix(NFLX)$ After getting crushed for months, $NFLX just ripped ~30% in a week…
$MSFT $NVDA $NFLX $QQQ signal caution with potential traps and corrections
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251
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Trend_Radar
·
03-02

$PSKY surges on breakout as 135 pivot becomes key focus

$Paramount Skydance Corp(PSKY)$ Paramount Skydance Corp (PSKY) Soared +20.84%: Media Giant Breaks Out, $13.5 Pivot in Focus Latest Close Data Closed at $13.51 on 2026-03-01, surging +20.84% from the previous close of $11.18. The stock is now 35.2% below its 52-week high of $20.86. Core Market Drivers The stock experienced a significant breakout, likely fueled by renewed investor confidence following recent strategic announcements from its leadership team. High volume and volatility suggest a major repositioning by institutional players. Technical Analysis The surge was accompanied by massive volume (91.7M shares, Volume Ratio 8.28), indicating strong conviction. The 6-day RSI rocketed to 83.9, entering overbought territory, signaling a powerful sh
$PSKY surges on breakout as 135 pivot becomes key focus
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SmartReversals
·
03-02

$META $AAPL $PLTR show reversal and breakout potential

This week’s market scan shows $META poised for a possible bear trap bounce, $AAPL signaling bearish continuation after oscillator reversal, and $PLTR displaying bullish momentum with breakout potential toward 150. 1. $Meta Platforms, Inc.(META)$ Each Weekly Compass provides a full market assessment covering indices, volatility, breadth, and a set of high-probability setups. While geopolitical tension kept META off the official list for now, it is my "9th setup" if we see a bear trap and bounce this week (Link Bio) 2. $Apple(AAPL)$ Indecisive price action has preceded pullbacks, and an oscillator crossover has signaled a bearish reversal. While price found support at the ascending diagonal, Friday's candle
$META $AAPL $PLTR show reversal and breakout potential
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Small_Potato
·
02-27
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548
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BenGI
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02-28
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175
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Cliff_Chua
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02-28
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255
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MonKeyTgr
·
03-01
$OCBC Bank(O39.SI)$ will continue to hold. tjink it can go higher in this environment. one of the best in sg.
$OCBC Bank(O39.SI)$ will continue to hold. tjink it can go higher in this environment. one of the best in sg.
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Chillman
·
03-01
$NVIDIA(NVDA)$  war is here. Are you raising soon? Or another way round? 
$NVIDIA(NVDA)$ war is here. Are you raising soon? Or another way round?
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vincentheng8
·
03-02
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DaraC
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03-02
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DavidSG
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03-02
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DavidSG
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03-02
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Calwsh
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03-02
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dnp
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03-02
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dnp
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03-02
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derickt
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03-02
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