β‘ Missing Piece in the AI Boom: POWER! (Looking at $Defiance AI and Power Infrastructure ETF(AIPO)$ ) Everyone knows ETFs like QQQ, SMH, SOXX, and VGT. Theyβve delivered incredible, lifecycle-defining returns off the back of the AI revolution over the past few years. However, these funds focus heavily on software platforms and semiconductor chips. There is a critical piece of the AI Build-up puzzle that pure tech ETFs often under-weight: Electrical Infrastructure and Energy Generation. Without massive power generation and grid upgrades, data centers simply cannot run next-gen AI clusters. π ETF Spotting: Defiance AI & Power Infrastructure ETF (AIPO) One interesting fund tackling this physical bottleneck head-on is the Defiance AI & Po
Why Iβm Bullish on $Alphabet(GOOG)$ Hey Tiger Traders! π I just wanted to share a few takeaways after attending yesterdayβs "Coffee Chats by Trade to Win" event hosted by James Ooi, Chief Market Strategist at Tiger Brokers. If you havenβt attended any offline Tiger events yet, I highly recommend checking future ones out! Theyβre super fun, interactive, and offer a great chance to learn directly from James and exchange trading ideas with fellow Tiger community members. A key takeaway that stood out to me: the next leg of the rally could very well be led by the Magnificent 7. Among the Mag7, Alphabet ($GOOG) is catching my attention the most right now: β’ π Portfolio Context: GOOG is already in my top 10 holdings on Tiger, but given
$SpaceX(SPCX)$ I have decided to start accumulating SPCX stocks. Slowly nibbling. I think that in the long long run, doesn't make much difference if you buy at 100$ at 150$ or even 200$. This share can go to 0$ or to the Moon (Mars?) in a few years!
π Volatility is your friend in option trading! Yesterday I was down with flu symptoms π€, so while resting at home I spent quite some time watching financial channels on YouTube. I decided to dig deeper into $Bloom Energy Corp(BE)$ π₯ https://www.youtube.com/watch?v=p6rjlXLDpcc At 9:30 PM Singapore time, the US market opened πΊπΈ and I noticed that BE was actually the worst performing stock on my watchlist. I thought: Why not? π Before going to sleep, I sold two PUT options on BE and placed a buyback order at a lower price, hoping it would trigger overnight while I was sleeping. π΄ BE bounced back a little from the lows, but my buyback order didn't trigger. Fast forward to todayβ¦ π The market opened, and guess what? BE was suddenly
Last trading day of season 3, and it is a close battle for the second place between EverythingalsoAI and DIHAO teams. This has been very fun! Thanks to Tiger Brokers for organizing the game !
Selling some Cash Secured Puts on SOFI for March next year. The hope is that in the middle term, the rally of SOFI will continue and PUTs expire worthless
My first Singapore stock was BN4 Keppel Corporation. My favorite REIT is C38U Capitaland Mall Trust, best performing for me. I chose to invest in Singapore because of high dividends and safety of the industry
@Barcode:$Meta Platforms, Inc.(META)$ ππ¨ $META is now up +760% from itβs 2022 low after the failure of the Metaverse. Never doubt Zuck.30 Min! Even in today's dump no one can take it down! π΅ π π π π π ¨ ββ‘βββββ π π π π π ! π π π π π ‘π ’ π π ππππ
AMD earnings to watch and see if AI xPU market is limited to NVDA and AVGO or is expanding to AMD and others as well. From recent movements, it seems AMD could some real revenues grow. Let's see!
Replying to @JimmyHua:Thanks for your comment. Holding VOO is a good strategy long term. Make sure you do DCA from time to time. Options stress: I have to be clear that I am ok to hold the underlining share if my option get triggered. If answer is yes then If option trigger I am happy, if not trigger I am still happy//@JimmyHua:Solid strategy! Iβm more of a βslow & steadyβ VOO holder though π How do you handle the stress of options trading?
Replying to @Kristina_:Thanks for your comment. I have a few TSLA. There are a few risks although big opportunities with Tesla, all depends on how they execute. I keep an eye on them for now, will see how it plays out and decide if I want to invest further into them.//@Kristina_:Love your NVDA play! Totally agree that AI/tech is the future. Got any thoughts on Tesla's next big move? π
Replying to @AL_Ishan:Thanks for your comment. I only live once, agreed but that is why you need to make sure you donβt screw it up. Diversify your portfolio in substantially good assets. DOGE I have a few just for fun :)//@AL_Ishan:Dude those spreads are smart! But hey, ever YOLOβd into GME or DOGE for fun? π High risk = high reward amirite?