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48 minutes ago
Singapore Upgrade and Downgrade Radar
Selected analyst calls | October 19โ23, 2026 Hey Tiger๐ฏ, AI demand brought a fresh upgrade for Datadog, while pricing concerns weighed on animal-health stocks. In Singapore, analysts reassessed how much upside remained in restructuring stories, exchange activity and office assets. Here are the selected calls worth a closer look, with rating changes separated from price-target revisions. 1|Monday and Tuesday US analysts reassess growth Date Stock Firm Rating change Price target Oct 19 Datadog (DDOG) Bernstein Market Perform โ Outperform US$237 โ US$350 Oct 20 Zoetis (ZTS) Jefferies Buy โ Hold US$103 โ US$83 Oct 20 Elanco (ELAN) Jefferies Buy โ Hold US$31 โ US$24 Sources [1] and [2]. Dates refer to reported analyst actions. These are selected calls, not a complete market tally. Datadog AI de
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51 minutes ago
AI Concerns Weighed on Equities and Increased Safe Haven Demand like US Treasuries; China Government Bonds To Benefit from Policy Support and Strengthening RMB ใ CSOP SG Weekly ใ
ใMoney Market Fundใ US$ MMF Net 7-day Yield: +3.70%* During the week, US Treasury yields moved lower across the curve over the past week as concerns around AI-related equities outweighed the impact of higher oil prices, which led to a rise in safe-haven demand. With the FOMC in its pre-meeting blackout period, markets saw only less than 10% probability of an October rate hike, showcasing broad expectations that Fed remain on hold in October. Looking ahead, attention turns to the 28 October FOMC meeting. * 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. ใREITsใ $CSOP iEdge SREIT ETF S$(SRT.SI)$ YTD total return: -9.07% As of 23 Oct 2026, SRT gained 1.49% WTD, bringing its YTD total return to-9.07%. WTD gains were led
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25 minutes ago
Wall Street Analyst Upgrades & Downgrades: October 19โ23, 2026
Which U.S. stocks are Wall Street analysts becoming more bullish or bearish on? Last weekโs analyst rating changes highlighted diverging views across AI software, semiconductors, technology hardware, financial services, and consumer-facing businesses. Investors should distinguish between three types of changes: Rating Upgrade: An analyst raises a stock's rating, such as from Hold to Buy. Rating Downgrade: An analyst lowers a rating, such as from Buy to Hold. Price Target Revision: An analyst changes the expected price level without necessarily changing the stock rating. Below are selected examples of reported analyst actions during the week. 1. Stocks Receiving Analyst Upgrades Ticker Brokerage Rating Change Latest Price Target $Datadog(DDOG)$ Ber
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37 minutes ago
Intel Tops S&P 500 Volume: How Far Can the Rebound Go?
$Intel(INTC)$ Heavy Volume Signals a Potential Rebound โ Can Bulls Break $92? There was heavy trading volume toward the end of the session for two consecutive days. The total trading volume from last Friday through Monday ranked among the highest in the U.S. stock market. The current share price is also near a six-month low. An upward gap that formed in April remains unfilled, which appears to serve as a very strong level of support. After observing this on Monday, I concluded it was a good buying opportunityโand sure enough, the stock surged by over 4%. Data as of Oct.26, Source Tiger Trade Data as of Oct.26, Source Tiger Trade Latest Market Update: On October 26 (Eastern Time), INTC closed at $90.47, up $3.51 (+4.04%). The stock
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14:31
Hardware Led the Bounce. Big Tech Still Has to Prove It.
QQQ rose while three large platforms declined The $Invesco QQQ(QQQ)$, which tracks the Nasdaq 100, gained 1.11 per cent on Monday, while the $SPDR S&P 500 ETF Trust(SPY)$ rose 0.71 per cent. $Alphabet(GOOG)$ fell 0.97 per cent, $Apple(AAPL)$ lost 1.10 per cent and Meta declined 1.88 per cent in the same session. The indices closed higher, but this was not a rally driven by all the large platforms together. Semiconductors and higher-beta growth shares were stronger. $Tesla Motors(TSLA)$ rose 5.21 pe
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14:13
Use IV to Spot Opportunities and Plan Options TradesใShort Side Recap | Oliverใ
When market sentiment is euphoric and asset prices have already risen sharply, investors may see potential for a pullback but hesitate to short the underlying asset. What if the rally continues? Could they withstand the losses? In this Options Bootcamp livestream, experienced options investor Oliver , @Oliver ็ๆๆฌๆ
้, shared one approach: when market enthusiasm is strong, implied volatility (IV) is elevated, and option premiums are relatively high, investors can explore selling calls at higher strike prices, starting with a small position. However, finding a contract worth considering is only the beginning. Monitoring prices after opening a position, deciding when to adjust exposure, and keeping enough capital available f
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02:56
Metaโs $95 Billion AI Gamble: Who Is Really Paying for the AI Boom?
$Meta Platforms, Inc.(META)$ is preparing to raise up to $95 billion through share offerings to help fund its expanding AI infrastructure. The move highlights just how expensive the race to dominate artificial intelligence has become. The Facebook and Instagram parent has launched approximately $35 billion in common and preferred stock offerings, with plans for a separate share-sale programme of up to $60 billion once its new non-voting Class C shares begin trading, expected in early 2027. This is not simply another fundraising announcement. It raises a bigger question for investors: can the returns from AI justify the enormous cost of building it? ๐ฐ Why Does Meta Need So Much Capital? Meta is investing heavily in data centres, specialised ch
TOPcheeryx: The ad cash engine is still doing the heavy lifting here. At 630 with profitability top 16%, I think the market is underpricing how clearly Meta can monetize AI across ads and engagement.
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02:53
The Fed May Pause Thursdayโbut Is Decemberโs Rate Hike Already in Play?
Wall Street may get the rate decision it expects this week, but that doesnโt necessarily mean markets are in the clear. The Federal Reserve meets on October 27โ28, with markets widely expecting rates to remain at 3.75%โ4.00%. The bigger question is whether Chair Kevin Warsh signals that another increase could be coming in December. According to a Reuters poll published October 20, all 100 economists surveyed expected a December rate hike, highlighting how much inflation concerns have shifted expectations. ๏ฟผ ๐ Why the Fed Is Under Pressure Three factors are complicating the outlook: 1. Inflation remains stubborn Higher oil prices are adding to inflation pressures, while price increases in other areas could make the problem harder to contain. If inflation remains elevated, the Fed may have l
TOPAll 100 economists on one side is rare lol. If FedWatch is only around 65% for December, that gap matters more than the pause itself
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02:50
Anthropicโs IPO: Selling the AI Future While Warning About Its Risks
Anthropicโs IPO: $16.3B Revenue, an $80.7B Loss and AI Risks Wall Street Cannot Ignore Anthropic has publicly filed its S-1 registration statement with the US Securities and Exchange Commission, taking a major step towards becoming a publicly traded AI company. The company behind Claude plans to list on Nasdaq under the ticker $ANT. But its prospectus reveals a story that goes far beyond explosive revenue growth. Anthropic is generating billions in revenue while making enormous investments in computing infrastructure. It is also warning investors about the potential risks of the very technology it is racing to develop. For the AI industry, this could become one of the most closely watched IPOs. ๐ The Numbers Behind the IPO Anthropicโs S-1 reports the following for the first half of 2026: โข
TOPFeels partly like compliance theater to me. 16.3B revenue matters, but warning about AI risk while selling the story is classic IPO framing
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09:53
Today's new listing over Amova STI, Keppel and iShares ChinaA50 ETF
โณAmova STI call $Amova STI MB eCW270930(W1OW.SI)$ : https://warrants.com.sg/tools/livematrix/W1OW โณKeppel call $KeppelMBeCW270329(OYKW.SI)$ : https://warrants.com.sg/tools/livematrix/OYKW โณChinaA50 ETF OLFW: https://warrants.com.sg/tools/livematrix/OLFW
TOPKeppel one is only interesting if the strike and expiry still leave room for the dividend drag, otherwise existing holders may not love it
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10:21
This week โ central bank decisions and U.S. growth data in focus
2โฃTue night: U.S. September durable-goods orders and new-home sales will provide early indications of business investment and housing demand. 3โฃWed night: The U.S. Federal Reserveโs (Fed) interest-rate decision will be the weekโs main event. The Federal Open Market Committee concludes its two-day meeting on 28 October, with the policy statement due at 2:00 a.m. Malaysian time on Thursday. Investors will focus on the Fedโs assessment of inflation, economic activity and the labour market, alongside any guidance on the likely path of interest rates (FedRateCalc). The Fedโs communication could have broad implications for U.S. Treasury yields, the U.S. dollar and growth-sensitive technology shares. A more hawkish stance, particularly if policymakers emphasise persistent inflation, could place u
TOPFed wording matters most for tech here. I care more about how the rate path hits growth multiples than the headline cut
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11:30
Mag 7's Q3 earnings save US market this week ?
On Fri, 23 Oct 2026, US stock markets ended lower as the technology sell-off from earlier in the week spread across the broader market. By the time market called it a week: DJIA: rose marginally by +0.46% (+237.06 to 52,215.16). Best performing index of the week. S&P 500: fell by -1.03% (-79.09 to 7,623.68). Posted 18 new 52-week highs and 8 new lows. Nasdaq: fell by -1.67% (-439.94 to 25,955.34). Declining issues outnumbered advancers by a 1.57-to-1 ratio. Worst performing index of the week. Volume on US exchanges was 15.4 billion shares, compared with the 17.2 billion average over the last 20 trading days. Technology shares steadied somewhat to end a turbulent week for the market-driving AI trade, and investors looked ahead to a busy slate of corporate earnings and a Fed interest-rat
TOPThank you for reading my post. I hope you find it useful. Please Repost, Like and share so more people can see. Likes are equally welcome. Thanks.
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11:44
Analyse and Navigate Hawkish Hold: Market Dynamics, Tech Valuation Stress, and Positioning Strategies
The Federal Reserve is widely expected to announce a "hawkish hold" this week, keeping its benchmark interest rate steady in the 3.75%โ4.00% range while signaling that a December rate hike remains strongly on the table. In this article, we would like to share how we are analyzing the Federal Reserve's impending FOMC decision, bond yield dynamics, tech earnings reactions, volatility expectations, and tactical positioning strategies. 1. Deciphering the "Hawkish Hold" Framework A "hawkish hold" represents a sophisticated monetary strategy designed to balance two competing policy risks: over-tightening into slowing economic momentum versus prematurely loosening financial conditions before inflation is durably anchored to the Federal Reserve's 2.0% core target. By keeping rates stationary in th
TOPVIX term structure matters more than SKEW after this meeting โ it shows whether vol stays bid beyond the headline or just fades into the weekend
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13:08
Anthropic S-1: A Closer Read
$Anthropic(ANT)$ Anthropic reported $16.286 billion in revenue and a $80.748 billion GAAP net loss for the first half of 2026. Put those figures side by side and they make a striking headline. They do not, on their own, tell us how the business is performing. The first distinction is between an accounting loss and an operating loss. The net loss includes a $72.388 billion change in the fair value of convertible notes, derivative liabilities and SAFEs. That charge is not the same as spending $72 billion in cash. But setting it aside does not mean Anthropic was profitable under GAAP: its operating loss for the period was $693 million. The filing also reports $1.618 billion in adjusted operating income. That is a company-defined, non-GAAP
TOPThat 72.388B fair value swing is noise for cash, but the 693M operating loss is the cleaner burn-rate signal.
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10-26 22:58
$NVDA 20261026 217.5 CALL$ God damn. So close to my strike price. Better close position first before it gets called away$NVDA 20261026 217.5 CALL$
NVDA CALL
10-26 22:57
US20261026 217.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.69 10Lot(s) | +21.87% Closed |
TOP217.5 getting tagged is annoying, but for NVDA this still feels like noise. AI bid has been too stubborn lately
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10-26 23:51
$USO 20261030 160.0 PUT$ USO: took assignment on short shares on USO at $160 at the end of last Fri. So selling covered put at same $160 strike to cover the shares should price can drop lower in the coming week. Otherwise, will collect some premium and continue to roll forward till closure is possible.
USO PUT
10-26 22:01
US20261030 160.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.47 1Lot(s) | +12.93% Holding |
TOPThat 1.47 premium feels thin if USO loses 160 hard again. Theta is nice, but the downside on assigned shares still does the damage
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00:00
$SPCX DIAGONAL 261030/261204 PUT 160.0/PUT 155.0$ Support / Resistance ๐๐: โSupport: $144.50โ$147.00, $140.00โ$141.50, $133.00 โResistance: $152.80, $156.00, $165.00โ$167.00 โOutlook ๐: โSPCX has been establishing a consolidation floor in the $144.50โ$147.00 region following recent post-earnings price adjustments. โIf SPCX holds above the immediate support zone at $144.50, expect buyers to drive a retest of primary resistance at $152.80. A clean breakout and daily hold above $152.80 clears room for a continuation rally toward $156.00 and $165.00. โConversely, if selling pressure pushes price below $144.50, look for a pullback toward secondary support at $140.00โ$141.50. Should that l
SPCX Diagonal
10-26 21:36
US160.0/155.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.80 1 | -- Closed |
TOPThat 152.80 breakout is the pivot for me. If volume confirms, 158.50 looks like the next fib check before 165 gets tested
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01:32
$SPCX 20261028 149.0 CALL$ Selling covered calls can be a good strategy as long as you select a strike price at which you would be willing to allow your holding stock to be called away. The covered call will help generate income during the holding period and lowers the original positionโs cost basis. A covered call consists of selling a call against shares of holding stock. Typically, covered calls are sold out-of-the-money above the current price of the underlying asset. However, covered calls do not eliminate downside risk if the asset drops in price, but every covered call sold add credit to the account, thereby reducing the overall cost of holding stock position.
SPCX CALL
10-26 22:28
US20261028 149.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.30 1Lot(s) | +29.57% Holding |
TOPKey is picking a strike you are actually fine losing the shares at. On a setup like this, around 0.3 delta usually balances premium and upside better.
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05:47
Investing 101 SDR Series: Spotlight on 3 Indonesian SDRs
๐๐๐Garuda, Indonesia's mythical golden eagle meets Merlion, Singapore's iconic sealion: Introducing 3 Indonesian SDRs that allows savvy investors to utilise Singapore's robust financial infrastructure to capture deep value in Indonesia's largest corporate titans. However this meeting of icons is currently facing a turbulent testing ground. The MSCI Warning and Immediate Market Impact Global index provider MSCI has issued a stark warning regarding the potential reclassification of Indonesia from an Emerging Market to a Standalone Market. The warning stems from concerns over opaque share ownership structures, suspected coordinated trading and gaps in local regulatory enforcement. If this decoupling officially takes place, it will trigger an automated, huge capital fli
TOPThank you very much for the advice and information, thank you so much for making the effort sharing it and I really appreciate your help ๐ท๐ท๐ท๐ท๐ท๐ท
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11:19
I am cautiously bullish on Alphabet $Alphabet(GOOGL)$ heading into earnings. Google Cloud is a major growth engine, while Gemini offers opportunities to strengthen Search and advertising. Alphabet has a strong competitive advantage through its user base, AI capabilities, and infrastructure. My prediction is C: Between -5% and +5% on the first trading day after earnings. Even if results beat expectations, investors may worry about massive AI spending and whether it can deliver sustainable returns. With expectations already high, a strong report may not be enough to trigger a major rally. Personally, I would wait for the earnings results rather than chase GOOGL beforehand. I remain bullish on its long-term AI potential, but risk management matte
TOPCloud growth helps, but I care more about free cash flow here. AI capex is rising fast, and that payoff window still looks too long
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