๐๐ ๐ Today the market is Beat and Pop as there is optimism in the air as Iran has reopened the Strait of Hormuz. This has sent oil prices tumbling, easing inflation fears and fueling a broad rally. All 3 indices: the S&P500, Dow Jones and Nasdaq closed at record highs. $Taiwan Semiconductor Manufacturing(TSM)$ and other tech stocks rose too. Let's celebrate and be merry ๐ฅฐ๐ฅฐ๐ฅฐ๐๐๐๐ฐ๐ฐ๐ฐ๐พ๐พ๐พ๐๐๐ @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
๐๐๐I am so grateful that I have invested in all 3 Singapore banks as they have shown that they are resilient and continue to grow slow and steadily over the years. This is despite geopolitical headwinds like the current Iran war and the Trump tariffs. One of the biggest risks for the 3 banks is expectation of interest rate cuts which would impact their net interest margins (NIM). However I believe that
๐๐๐What an amazing performance for $Onto Innovation Inc.(ONTO)$ . Onto Innovation has just recently released an excellent earnings report with record high in full year revenue at USD 1.005 billion. Onto has captured opportunities in the high growth segment of semiconductor equipment spending. Onto helps fabs improve their yields and is indeed an AI invisible shovel seller yet play a critical role in the semiconductor industry. Great time to invest in $Onto Innovation Inc.(ONTO)$ . @Tiger_comments @TigerStars @Tiger_SG
๐๐๐With the current Iran war and blockade in the Strait of Hormuz, oil prices are trending upwards. Airlines are facing a tough time as jet fuel prices are eating into their profits. Nonetheless well run airlines like $Southwest Airlines(LUV)$ can still perform better than its peers due to its low cost model. Let's hope peace will be restored in the Middle East so that fuel prices can go down. Once that happens, airline stocks may shoot up like a rocket to the moon.๐๐๐๐ฐ๐ฐ๐ฐ
๐๐The recent decision by US regulators to abolish the Pattern Day Trader or PDT rule, presents a dual reality for retail investors. Taking away the minimum USD 25,000 minimum balance for active margin trading, allows millions of small balance traders to participate in intraday strategies previously reserved for the wealthy. However this could be a double edged sword. Without the PDT barrier, undercapitalised traders can more easily access margin & leverage, which can wipe out small accounts in seconds if a trade goes wrong. Ultimately it is up to individual's execution skill and discipline when trading without the PDT barrier. The new rules, expected to take full effect in late 2026, will shift the burden of responsibility from a fixed regulatory "Big Brother" to the
๐Navigating the current market requires a delicate balance of capturing the momentum of record breaking highs while shielding against the risks of the Iran war with defensive ETFs. A good defensive ETF is $Consumer Staples Select Sector SPDR Fund(XLP)$ . XLP focuses on the boring essential businesses that remain steady even when the rest of the market is volatile. XLP is recession resistant as it tracks companies that sell things people need such as food, beverages, toilet paper, not things they want. The top holdings of XLP includes $Wal-Mart(WMT)$ the world's largest retailer ,
Google and Gitlab Deal - Why It Is Such A Big Deal ๐๐๐The air is thick with anticipation as we head into earnings season. Google $Alphabet(GOOG)$ $Alphabet(GOOGL)$ is eye balling a massive acquisition of $GitLab, Inc.(GTLB)$ . It is the kind of move that makes your heart race - a collision of the world's search giant and the backbone of the developer world. The Gitlab and Google collaboration is a massive power play for Cloud and AI supremacy, moving far beyond simple storage into the realm of "intelligent orchestration". What Does Git
๐๐๐April has been historically S&P500's strongest month, averaging a 1.5% to 2.4% gain over the last 20 to 50 years. With the potential Middle East ceasefire news acting as a massive tailwind, the Best April Ever is within reach if the peace talks in Islamabad hold. Early bank earnings have been excellent and if Big Tech follows suit, the party could easily continue through May. It is a great time to celebrate your gains but don't drink so much that you forget where the exit is. Instead of a total exit it is important to stay invested. I am using $Schwab US Dividend Equity ETF(SCHD)$ to collect dividends while waiting for the outcome of the peace talks. SCHD pays me a dividend yield of 3.35% while waiting for capital growth
๐๐While the world watches the US Iran war enter its 47th day, Nasdaq has defied physics with a 10 Day vertical climb. The reality is there is a brutal maritime blockade in the Strait of Hormuz & talk of a short term peace deal feels more like a smoke machine than reality. Instead of chasing the dragon in high beta software, which is currently trading like the war has ended, I am currently retreating behind the $SPDR Portfolio S&P 500 Value ETF(SPYV)$ shield. SPYV is specifically designed to track the S&P500 Value Index which filters the broad market for companies showing the strongest value traits. SPYV avoids "growth bubbles" as it leans into mature sectors like Financials, Energy & Industrials. These are compa
๐๐๐The Hong Kong IPO market is abuzz with excitement recently. This is due to the IPO of $VGT(02476)$ . Shenghong Technology is a global leader in high end printed circuit boards (PCBs). This IPO offers a prime entry point into the AI infrastructure and high performance computing (HPC) sectors. The expected listing date is 21 April 2026 with an offer period of 13 to 16 April 2026. Maximum Offer Price: HKD 209.88 per share. Minimum Investment is HKD 21,199.67 for one board lot of 100 shares. A + H Listing Advantage : The Hong Kong offer price represents a 37% discount compared to its A shares. I believe that this IPO will be heavily oversubscribed as $VGT(02476)$ is a market leader i
Can TACO & Earnings Deliver New High? Spotlight on SOXQ ETF with the Semiconductor Rebound. ๐๐๐The market is pulsating with a raw, undeniable energy as we witness a breathtaking rebound. It is a testament to the relentless drive of innovation that refuses to be sidelined. The TACO trade - Trump Always Chickens Out, has transitioned from a lighthearted Wall Street joke into a serious psychological catalyst. The Pattern: Investors have found success buying dips triggered by aggressive policy rhetoric, betting on the inevitable pivot or delay that sparks a relief rally. The Deadline: With recent ceasefire agreements and softened tariff tones, the market is eyeing a potential "mother of all TACOs" to clear the path for fresh record territory. Earnings Power: Supporting this nar
๐๐๐It is really strange that we are watching a full scale naval blockade of the Strait of Hormuz - the world's most critical energy chokepoint - yet the stock market is actually rallying. Nonetheless I will continue to stay invested in the market with $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks the S&P500 index, representing 500 of the best and strongest US companies in just 1 powerful trade. With an expense ratio of only 0.02% SPYM is the cheapest among its peers, maximising returns for small retail investors like me. SPYM has historically delivered strong long term returns, averaging around 10% annually. SPYM also provides me with great diversification , reducing the risk associated with individual stock ownership. Investing
๐๐๐With the new licence granted to HSBC and Standard Chartered in Hong Kong , a new era of cryptocurrencies has begun. It is an exciting development as this will promote more investments in cryptocurrencies in the future. It is good that Asia will now have its own stablecoins, taking away some market share from their US peers USDC and USDT. @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger <
๐๐๐Both $Lumentum(LITE)$ and $COHERENT(COHR)$ are currently primary beneficiaries of the AI optics supercycle with NVIDIA investing USD 2 billion in each to secure long term capacity for AI data centers. LITE is often viewed as pure play for the next phase of optical networking. It is the clear market leader in Optical Circuit Switching. Lumentum's revenue grew 65% YoY in early 2026 & is projected to grow nearly 77% for the full year. Coherent is the powerhouse of the industry, offering a massive vertically integrated manufacturing footprint. COHR is more diversified with a large industrial
๐๐๐I would like the ability to "buy low and sell high" as a superpower. While it is sounds deceptively simple, it is considered a super power because consistently achieving it requires overcoming market volatility, human emotion and timing. However this "superpower ' is sometimes perceived as useless as lows and highs are usually only obvious in hindsight, making it difficult to act on them in real time. Attempting to time the market such as buying low can sometimes lead to missing out on even higher highs. So instead of trying to buy low and sell high, I believe it is much better to buy and hold. This way I can profit from the magic of compounding, creating a snowball effect that accelerates wealth growth over time. Warren Buffett has famously said "My life has be
๐๐๐When the markets are volatile $SS SPDR STI ETF(ES3.SI)$ provides a safe harbour. It represents the creme de la creme of 30 of Singapore's best blue chip companies. These include DBS, OCBC and UOB. It is a great low cost option especially for new investors and provide an excellent diversification too. Go Long Go Strong Go STI ETF!๐ฅฐ๐ฅฐ๐ฅฐ๐๐๐๐ฐ๐ฐ๐ฐ @Tiger_SG @Tiger_comments @TigerStars @TigerClub @CaptainTiger
๐๐๐I personally like ETFs best especially Index ETFs as they provide me with broad based diversification at a low cost. Index ETFs also lower risk compared to investing in individual stocks. One of my favourite index ETFs is $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks the S&P 500 with an extremely low expense ratio of 0.02%. Investing does not have to be complicated with index ETFs. @Tiger_comments @Tiger_SG @TigerClub @CaptainTiger
๐๐๐With President Trump's 8pm deadline replaced by a 2 week ceasefire, we have been handed a precious "oxygen window" in the markets. This isn't just a pause. It is a strategic period to recalibrate, lock in gains and prepare for the next leg of this high stakes game. During this time, I will fortify the "Safe Haven" with $iShares 0-3 Month Treasury Bond ETF(SGOV)$ . It remains a logical shelter providing high liquidity and dry powder flexibility in case the next deadline isn't a bluff. SGOV's dividends are paid every month. The current dividend yield is 3.55%. Unlike a Fixed Deposit, SGOV offers intraday liquidity. If a moonshot opportunity appears, I can sell my SGOV and have the cash ready to deploy instantly. SG
๐๐๐It has been a wild ride in the markets today. Just as everyone was bracing for a "Stone Age" blackout, the markets rallied after Trump pulled back from a brink of "total & complete demolition" of Iran. Singapore stocks are celebrating. Leading the charge is $OCBC Bank(O39.SI)$ which surged 2.2% while $UOB(U11.SI)$ rose 1.5% and $DBS(D05.SI)$ stayed firm, after a volatil