@Barcode:$Coca-Cola(KO)$$Pepsi(PEP)$ $Monster Beverage(MNST)$ Coca-Cola ($KO) 🥤: First Revenue Miss in 5 Years Triggers Expectation Shock, Not Business Decay 📉 This move is about expectation shock, not a deterioration in the business. $KO just reported its first revenue miss in five years, printing $11.82B versus consensus near $12.03B. The market reacted immediately. Shares fell –2.1%, the sharpest drawdown since October and the second largest since April. At roughly –2%, this was not a marginal miss. It was the largest top-line shortfall since July 2014. In a stock priced for consistency, rarity alone is enough to force a reset. But the internals tel
@Shyon:This week really highlights how market reactions can differ even when earnings are strong. $Keppel(BN4.SI)$ jumped 6%, driven by impressive H2 profit growth, solid full-year results, attractive dividends, and the high-profile appointment of Piyush Gupta as chairman-designate. All of this has investors speculating about Keppel’s potential to grow into a major asset-management player. On the other hand, $SGX(S68.SI)$ delivered record revenue and solid adjusted profit, yet the stock dipped slightly. This seems to reflect elevated expectations, moderate headline profit growth, and ongoing rotation of capital fro
🐯Software Selloff vs Walmart $1T Software stocks saw ~$285B wiped out in a day as AI disruption fears hit valuations. APP, U, PLTR all dropped, while WMT surged past $1T on AI‑driven logistics & physical moats. Jensen Huang insists AI is an efficiency layer, not a replacement.🎯 My view: B — Overreaction. This is short‑term panic. I’m buying the dip in mission‑critical software[Wow]@JC888 @Barcode @Shyon @koolgal
@Tiger_comments:Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?
🐯SG Earnings Review:Keppel surged +6% to a 12‑year high, powered by infra growth, special dividends & the Piyush Gupta effect. Momentum looks strong, but much of the hype feels priced‑in. SGX posted record revenue yet dipped — classic “sell‑the‑news.” For dividend investors, this pullback is a clear entry point.🎯 My stance: Bullish overall — Keppel’s rally priced‑in, SGX dip is opportunity[Cool].@JC888 @Barcode @Shernice軒嬣 2000 @Shyon
@Tiger_SG:Earnings Review: Keppel Hit a 12-Year High While SGX Slipped, How to Trade?
@koolgal:🌟🌟🌟I invest in $Sheng Siong(OV8.SI)$ because it represents the kind of wealth I want to build - steady, grounded, resilient and rooted in real life. Not hype. Not noise. Just a business that is built in something far more powerful : daily necessity. Sheng Siong is a company that performs best when things get tough. In a world chasing the next big thing, Sheng Siong reminds me that sometimes the best investments are the ones right in front of us...aisle by aisle, basket by basket. Sheng Siong is the dependable kind of stock, the kind we can count on. Honestly in a market that is full of drama, that reliability feels like luxury. @Tiger_comment
@Shyon:$Kulicke & Soffa(KLIC)$ After KLIC's sharp surge this week following its impressive earnings, I decided to lock in 70% of the profits from my position. The earnings beat clearly validated the company's operational strength, with solid revenue momentum and better-than-expected margins driving renewed market confidence. In situations like this, price often reacts faster than fundamentals can fully justify in the short term, creating an opportunity to manage risk proactively. The main reason for trimming the position is disciplined capital management. A strong post-earnings rally typically pulls forward future gains, and sentiment can quickly swing once the initial excitement fades. By securing a significant portion of profits, I reduce down
@Barcode:$Strategy(MSTR)$$CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ 🚨₿📉 BTC Enters Monthly Bear Cycle, $MSTR Breakdown Intensifies 📉₿🚨 I believe BTC has now entered a monthly bear cycle, and the transition from expansion into correction is now transmitting directly into BTC-proxy equities like $MSTR. I’m stepping back from intraday noise and focusing on higher timeframe structure because regime shifts register here first, and right now structure is delivering a clear message. 📉 ₿ BTC Monthly Structure Breakdown I’m treating the 118k to 127k zone as the likely cycle high f
@Shernice軒嬣 2000:Driver 'Overcome with Guilt' After Running Over Indonesian Child? Husband's Tears vs. Eyewitness Claims She Blamed Pedestrians for Not Seeing Her 'Big Car'!