Bitcoin Rebound - Why I Invest in IBLC ETF 🌟🌟🌟Bitcoin surged pass USD 78,000 on April 22 2026, reaching its highest level since late January. Crypto related shares jumped in tandem as this rally signaled a breakout from weeks of rangebound trading. Why the Rally ? Geopolitical Relief: Markets responded to President Trump's announcement extending the US Iran ceasefire. This has boosted global risk appetite and pushed investors toward risk on assets like crypto. Supply Scarcity: Data indicates that Bitcoin exchange reserves have dropped to 7 year lows of 2.7 million BTC, creating a supply demand imbalance as institutional buyers scoop up more than miners produce. Momentum Signal : Breaking the USD 78,000 resistance level acted as a technical Buy signal for
🌟I believe that Semiconductors & AI infrastructure are growing faster than AI Cloud Services. While AI Cloud is seeing a massive multi year re-acceleration, the hardware layer is experiencing a surge driven by record breaking Capex from those cloud providers. AI Semiconductors' growth rate in 2025/2026 is 65% to 75%. This is due to extreme demand for Blackwell/
🌟 $Alphabet(GOOG)$ Google's advertising recovery is real & accelerating, moving beyond a simple low base effect. The data from late 2025 & early 2026 shows a fundamental structural re-acceleration driven by AI enhanced search and YouTube's massive scale. In Q4 2025, Google's ad revenue jumped 14% YoY to USD 82.3 billion, marking the strongest quarter in its history. This has followed a steady acceleration throughout the year - from 8.5% in Q1 25 to 14% in Q4, suggesting that the growth is sustained rather than a one time bounce. Google's 2025 annual revenue surpassed USD 400 billion for the first time, with search ad rev
🌟🌟 NVIDIA $NVIDIA(NVDA)$ CUDA moat has remained largely intact. This is due to the fact it has over 4 million registered developers & 40,000 organisations. CUDA is at the forefront of AI development. Most developers are trained on CUDA & its documentation & community support are 10x to 20x larger than any alternative. CUDA has a flywheel which CEO Jensen Huang describes as a seif sustaining cycle where a massive installed ba
🌟🌟 Azure, AWS growth rates are truly inflecting upward, reaching multi year highs as of late 2025 & early 2026. This re-acceleration can be attributed to a massive shift from AI experimentation to production scale deployment. $Amazon.com(AMZN)$ AWS's growth has surged 24% YoY to USD 35.6 billion in Q4 25. This is the fastest growth rate in 13 quarters. It is a sharp acceleration from 17% seen in 2024 & 20% in Q3 25.
🌟🌟🌟The Bear Call Spread options strategy is a strategic income generating choice for $Invesco QQQ(QQQ)$ particularly given the stalling peace talks that have introduced a geopolitical risk premiums to the markets. While the strategy thrives in the current bearish climate, it requires careful strike selection as QQQ remains near all time highs. The Bear Call Spread is defensive play. It allows you to profit from the current stalemate in peace talks. However keep the spread narrow to ensure your maximum risk is clearly defined against any sudden headline driven spike. @Tiger_comments @Tiger_SG
🌟🌟🌟Can $Amazon.com(AMZN)$ break USD 300 after earnings? I believe that this is attainable within the next 12 months. Like Google, Amazon is being re evaluated not just as a retailer but as an AI infrastructure play. Analysts at Jefferies and Barclays have already set USD 300 price targets, citing AWS re-acceleration and the efficiency of in-house AI chips. Earnings Outlook: For the April earnings, TD Cowen predicts revenue & operating income to exceed consensus due to accelerating AWS growth. If Amazon meets these projections and its forward P/E expands to the mid 30s, AMZN could climb toward USD 312. I believe that Amazon is the most undervalued of the Magnificent 7. Its valuation is at its lowest point in nearly 2 d
🌟🌟🌟Pricing Power: NVIDIA, Amazon or Microsoft - Who holds the key? In the current AI infrastructure landscape, pricing power has shifted as companies move from generic compute to proprietary stacks. $NVIDIA(NVDA)$ still holds the ultimate pricing power at the hardware layer. Demand for GPUs continues to outpace supply, allowing NVIDIA to maintain huge operating margins of over 60%. $Amazon.com(AMZN)$ is rapidly gaining ecosystem pricing power. It backs both Anthropic & OpenAI & ensures that regardless of which model wins, the traffic stays on AWS. Its custom Trainium3 chips is 50% cheaper than Nvidia. $Microsoft(MSFT)$ holds in
🌟🌟Anthropic's commitment to spend over USD 100 billion on AWS technologies over the next 10 years is a masterclass in infrastructure lock-in, though it carries traits of the interconnected loop that fuels bubble debates. The Circular Economics: $Amazon.com(AMZN)$ is investing an additional USD 5 billion with an option for USD 20 billion more into Anthropic. In return Anthropic pledges USD 100 billion in AWS spending. Effectively Amazon is paying to acquire a USD 100 customer for its proprietary Trainium & Graviton chips. The Verdict: By backing both Anthropic and OpenAI, Amazon ensures that regardless of which model wins, the traffic stays on AWS. Its custom Trainium3 chips offer a 50% cost reduction over NVIDIA , giving i
🌟🌟🌟What does the future hold for Apple $Apple(AAPL)$ under John Ternus? John Ternus is a "product guy" through and through, having overseen the engineering of the iPhone, Mac and iPad for years. While Tim Cook was the master of the supply chain, Ternus is expected to lead Apple by embedding AI into the hardware itself rather than chasing the chatbot arms race. In the AI era, Apple needs a leader who understands that AI is not just a feature but a foundational element of the physical user experience. Ternus's strong background in custom silicon is critical. Apple's AI future depends on its chips running complex models locally for speed and privacy. The Verdict: Apple is a play on longevity and ecosystem depth. If you belie