$CoreWeave, Inc.(CRWV)$ I sold some to average down the cost. But is it worth holding? I did some analysis. CRWV (CoreWeave) — my take At around US$88, I think CRWV is one of the more interesting but high-risk AI infrastructure stocks. The business momentum is exceptional, but the valuation and enormous capital requirements make this very different from owning NVDA or MSFT. 🚀 What’s very bullish 1. Revenue is exploding * Q2 2026 revenue: $2.58B, up 112% YoY. * Adjusted operating income improved to $128M, versus $21M in Q1. * The company is beginning to demonstrate operating leverage as its infrastructure scales. 2. Backlog is the biggest attraction * Revenue backlog reached $104.2B, up 246% YoY. * CoreWeave also added >$25B of new customer comm
$Torm PLC(TRMD)$ I hold this stock mainly for dividend, not for growth. Decided to cut some to take profit for now. I did some analysis. TORM is a major product-tanker operator, transporting refined products such as diesel, gasoline and jet fuel. Its earnings are highly sensitive to tanker freight rates. 🟢 What’s attractive 1. 2026 has started very strongly Q1 2026: * TCE revenue: $286M, +34% YoY * EBITDA: $201M, +48% * Net profit: $122M, +94% * EPS: $1.21 * TCE rate: $34,937/day, versus $26,807 a year earlier. That’s a very strong operating environment. 2. The dividend is a major attraction TORM paid $0.70/share for Q1, representing a 58% payout ratio. At roughly $32/share, even a $0.70 quarterly dividend would represent an annualised yield of ab
$VanEck Semiconductor ETF(SMH)$ Investing is about focus.... not noise. When the headlines scream panic, hype, bubble, overvaluation etc, lean into discipline, not drama. Continue to DCA into chips💪
$HLF Rebounds 4% as Short Sellers Face Rising Pressure
$Herbalife(HLF)$ $Herbalife(HLF) +4.12%: Short Covering Rally Ignites, $14.88 Resistance in Focus Latest Close Data: HLF closed at $12.65 (+4.12%) on 2026-08-24, with intraday range $12.09–$12.75. Volume surged to 1.55M shares (Volume Ratio 1.17), signaling institutional accumulation. Price now sits 38% below its 52-week high of $20.40. Core Market Drivers: Short volume ratio held at 25.41% on 08-21, suggesting persistent bearish positioning ripe for squeeze. Baupost Group (8.84%) and BlackRock (7.99%) maintained stakes, providing stability. No company-specific news drove the move—technical and short-cover dynamics dominated. Technical Analysis: RSI(6) jumped to 61.46 from 49.02, exiting neutral territory with bullish momentum. MACD histogram turne
$DBS(D05.SI)$ DBS Group Holdings (SGX: D05) is Southeast Asia’s largest bank, offering strong fundamentals, an attractive dividend yield (~4.3%), and high profitability (ROE ~16–18%), though its current valuation trades near all-time highs. Investment Thesis Robust Profitability: DBS reported Q2 net profit growth driven by strong wealth management fees, regional expansion, and resilient non-interest income. Capital Returns & Dividends: DBS remains a top dividend pick, offering predictable quarterly payouts alongside periodic capital returns. Digital & Regional Scale: Its leadership in digital banking and wealth management across Asia provides long-term competitive advantages. Key Metrics O