July 2036 portfolio gained SGD45000 or 8.3%. Dividend collection is SGD14000 year to date. During the dot-com crash of 2000, Berkshire Hathaway surged over 26% while the tech-heavy NASDAQ plummeted nearly 40%. This period perfectly illustrates "Berkshire Time"—a phenomenon where conservative, value-driven strategies shine while speculative markets crumble. My core portfolio mirrors this defensive philosophy, focusing heavily on Singapore (SG) and Hong Kong (HK) dividend-paying blue chips. To add a bit of growth potential, I maintain a smaller satellite portfolio dedicated to deeply discounted Hang Seng TECH (HS Tech) stocks. While this value-and-yield approach frequently lags behind during aggressive, growth-fueled market rallies, it proved its worth this month by successfully beating the

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Takeaways Q1 revenue rose 22%, while operating income grew 30%. Cloud revenue grew 63% and margin reached 32.9%. Search revenue rose 19%, with a lower traffic acquisition cost ratio. Q1 capex consumed 78% of operating cash flow. Forward P/E is about 24.6 times, while free cash flow yield is only 1.5%. $Alphabet(GOOG)$ reports second quarter results after the close on July 22. Wall Street expects revenue of roughly $116.9 billion, up 21.3% year over year, with EPS of $2.90. That EPS will look much lower than the $5.11 reported in Q1. The comparison is misleading. Equity investment gains added $28.7 billion to Q1 net income and $2.35 to EPS. I would strip those gains out and concentrate on operating income, free cash flow and the gro

📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47% 🔻 SOX plunged 4.3% 🔻 TSMC dropped despite reporting an incredible 77% YoY net profit growth 🔻 Memory, storage and semiconductor names were all dragged lower as the VIX jumped nearly 7%. At first glance, it looks like the AI story is breaking. I don’t think that’s what’s happening. Instead, I believe the market is transitioning into Phase 2 of the AI cycle. Phase 1: Buy Anything Related to AI Over the past two years, investors rewarded every company connected to AI infrastructure. GPUs, HBM, foundries, networking, cooling, storage—capital flowed aggressively into the entire ecosystem. Valuations expanded much faster than earnings. Phase 2: Prove

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Will inflation finally be unveiled as it has been overshadowed by the insane bullish run by technology sector over the past few months? Major semiconductor and AI related stocks all took a massive hit over the past two weeks, suffering a significant correction. Let’s see if it will recover this coming week. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

🌟🌟🌟I like $WUXI BIO(02269)$ as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY.  It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch

🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher Congratulations on receiving the S$20 Macquarie Stock Cash Voucher after attending the seminar! It is a nice way to encourage participants to learn about structured warrants before trading. ⸻ 🌟 Some Popular Macquarie Warrants Macquarie issues warrants on many well-known stocks and indices. Popular examples include: * Alibaba – Call and Put Warrants (e.g. JCJW Put) * BYD – Call and Put Warrants (e.g. OPCW Call) * Hang Seng Index (HSI) – Call and Put Warrants * Nasdaq-100 – Call Warrants (e.g. EFKW) * Nikkei 225 – Call and Put Warrants (e.g. YHSW) * Meituan * Tencent * Xiaomi * Bilibili These are among the more actively followed Macquarie warrants on SGX. ⸻ 📈 How Do Call Warrants Work? A Call Warrant is generall

Hello everyone! Today i want to share some technical analysis with you! 1 Robinhood $Robinhood(HOOD)$ now nearly back into the top 20% of $SPDR S&P 500 ETF Trust(SPY)$ performers 👀 2 Trump speech right as the Qs are sitting on the 50 EMA? This could get interesting... 🍿 $Invesco QQQ(QQQ)$ 3 Oh dear god 🩸 $AST SpaceMobile, Inc.(ASTS)$ 4 OUCH 🩸 $Netflix(NFLX)$ getting smoked, now down -8.6% 5 Worst losing streak for Micron $Micron Technology(MU)$</

Do you watch the $Taiwan Semiconductor Manufacturing(TSM)$ earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income & EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting "stronger and stronger and stronger!" He is so confidence. He sees the order books all the way to 2030. The AI bubble f

The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion.  The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se

Confirmed Can. Let's Watch it.

ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity

ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: "Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year."