947
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00:19
Should We Bet on the Rebound?
Looking at the large option flows, after four consecutive up days, the market seems to have thrown in the towel. Sentiment can be broken into a few camps: No More Crash Camp: Short VIX $VIX 20260722 28.0 CALL$ , short SQQQ $SQQQ 20260410 76.5 CALL$ . Sideways Camp: Year-end sell puts on Intel $INTC 20261218 33.0 PUT$ and $INTC 20260918 39.0 PUT$ . Big Range-Bound Until May 1st: Sell put $NVDA 20260501 150.0 PUT$ + sell call
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04-07 21:16
🎯 The "Marking the Boat" April Play: 20 Stocks With 80%+ Win Rates
Hey traders, ready for some seasonal edge? I just backtested the last 10 years of April data, and these 20 $S&P 500(.SPX)$ names have delivered positive returns 80% of the time (or better) when spring rolls around. Coincidence? Let's dig in. 👇 🔥 The 90% Club (Elite Tier): $Hasbro(HAS)$ • $Constellation(STZ)$ • $McDonald's(MCD)$ • $TransDigm(TDG)$ • $Mondelez(MDLZ)$ 💪 The 80% Club (Solid Contenders): $Booking Holdings(BKNG)$ • $Marriott(MAR)$ •
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04-07 21:15
Wall Street Turns Bullish on Oracle After Strategic CFO Appointment
Oracle’s appointment of Hilary Maxson as its new chief financial officer has Wall Street feeling good about the cloud stock—and for good reason. Reporting to chief executive officer Clay Magouyrk, Maxson, 48, will oversee Oracle's global finance organization. Her compensation package includes a $950,000 annual base salary and a performance-based bonus targeted at $2.5 million, per a regulatory filing cited by CNBC. $Oracle(ORCL)$
TOP1PC: Nice Sharing 😁 @Aqa @koolgal @Shyon @Barcode @JC888 @DiAngel
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04-07 21:06
One Year Since Black Monday: Trump DDL is Here, Crash or Epic Bounce Tonight?
"History doesn't repeat itself, but it often rhymes." — Mark Twain Trump threats that “a whole civilization will die tonight”. $WTI Crude Oil - main 2605(CLmain)$ roars to $115. One year ago today: the day the market broke April 7, 2025. The "tariff" announcement hit like a lightning bolt. What followed wasn't just a selloff. It was a waterfall. Screens flashed red. Then came April 9th — just 48 hours later. Trump announced a 90-day tariff pause for countries that hadn't retaliated. The market's reaction was immediate and historic: $S&P 500(.SPX)$ posted its biggest single-day gain since 2008. $NASDAQ(.IXIC)$ surged over 12% in one session. Those who had
TOPThe setup rhymes with last April. But this time, the variables are different. This isn't a tariff which Trump can decide. This is geopolitical brinkmanship with a hard deadline — 8:00 PM ET tonight (April 8 — Wednesday 8:00 AM Singapore time) — and two very different outcomes on the table. Meanwhile, Trump — who has repeatedly extended deadlines over recent weeks — says another extension is "very unlikely." Traders, understandably, are skeptical.
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04-07 20:39
Beyond the Ticker: Decoding the "Eastern Buffett" Playbook
If you’ve been hanging around the tech or investment circles in Asia, you know Duan Yongping isn't just another retired billionaire. He’s the guy who built BBK, mentored the founders of Vivo, Oppo, and Pinduoduo, and famously bet the house on Apple when everyone else was doubting the iPhone. Duan recently distilled his decades of market-crushing wisdom into a "Investment Bible." It’s not about complex algorithms or macro-economic forecasting. It’s about brutal simplicity. Here is the masterclass on how to stop "trading" and start "owning." Investing is fundamentally about buying a business. You find a company you actually understand, with a stellar business model, a rock-solid culture, and a reasonable price—then you hold on for dear life. The Eight Pillars of the "Perfect Bet" Duan doesn'
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04-07 20:09
SpaceX IPO Buzz Ignites Ecosystem Rally with $TSLA $ASTS $AMZN
The rumors are screaming louder than a Raptor engine: SpaceX might finally be eyeing that legendary IPO, and the timing is anything but accidental. We’re looking at a June launch—a month that isn’t just a square on the calendar, but a massive celestial alignment of egos and icons. June marks Elon Musk’s birthday, Donald Trump’s birthday, and a string of national celebrations. If you know anything about how these titans move, you know they love a good spectacle. With Trump likely looking to "paint the K-lines" green for his own celebration, market sentiment in June is shaping up to be electric. The breadcrumbs are already being dropped. We have the Starship V3 maiden flight slated for April, followed by the critical orbital refueling demo in June. The hype isn't just coming; it’s already in
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04-07 19:56
Hormuz vs. My Wallet: Can CDC Vouchers Save Us This Time?
Beyond market volatility, many of us are likely feeling another kind of “price surge” in daily life. Since early April, Singapore has entered a broad repricing mode — fuel prices flashing higher, electricity bills creeping up, and even your daily cup of kopi costing a few cents more. From oil to kopi, everything is rising The root cause may lie thousands of miles away — in the Strait of Hormuz, the world’s key energy chokepoint. Rising geopolitical tensions have pushed up oil and natural gas prices, feeding directly into local costs. Diesel prices surged 4.7%–7.6% overnight Singapore relies on ~95% natural gas for electricity, and gas prices are linked to oil $Natural Gas - main 2605(NGmain)$ Residential electricity tariffs have already risen
TOPRising fuel costs have also pushed up ride-hailing prices. $Grab Holdings (GRAB) $, Tada and Gojek have all raised fuel surcharges to $0.90
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04-07 17:08
$Advanced Micro Devices(AMD)$
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04-07 17:26
$Palantir Technologies Inc.(PLTR)$ Partially cash out last week...
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04-07 14:38
Tencent’s 1.4 Billion Users Give It an AI Edge No Western Platform Can Match
Chinese internet conglomerate spanning gaming, social media, fintech, and cloud computing, anchored by WeChat/Weixin with 1.4 billion monthly active users. Management guiding ~80% of earnings returned to shareholders via dividends and buybacks; forward dividend yield of 1.1% with an 18% proposed dividend increase. WeChat Pay processes over 1 billion commercial transactions per day, making Tencent a co-dominant player in Chinese digital payments alongside Alipay Largest gaming company in the world by revenue; international holdings include Riot Games (League of Legends, Valorant), Supercell, and significant stakes in Epic Games and Ubisoft Investment Thesis $Tencent Holding Ltd.(TCEHY)$ is a Chinese internet giant covering products and services in
630
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04-07 14:42
Is the Fed Done Cutting Rates? Your AI Stocks Need to Be Careful in 2026
Is the Fed DONE cutting rates? Your AI stocks could be in for a MAJOR reset in 2026. Let’s break down the REAL risk no one’s warning you about. $标普500波动率指数(VIX)$ $ARK Innovation ETF(ARKK)$ The Federal Reserve’s March meeting has concluded, and interest rates stayed exactly where they were. What disappointed markets even more: policymakers signaled just one possible rate cut this year—and maybe another in 2027. Inflation fears fueled by Middle East tensions are forcing the world’s most powerful central bank to rethink its policy path. The 10-year U.S. Treasury yield climbed steadily through March, making it clear traders no longer expect easy monetary policy anytime soon. What does this mean for the AI stoc
TOPYeah, rising rates could smash AI stocks lah. Better brace for the storm![惊讶]
403
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04-07 14:49
Nebius Has Soared 400% in a Year — Is It the Next CoreWeave?
Both $英伟达(NVDA)$ and $Meta Platforms, Inc.(META)$ Are Betting Big on This AI Stock! In the red-hot AI computing race, two tech giants have zeroed in on the same dark horse: $NEBIUS(NBIS)$ . Meta just signed a massive $27 billion AI infrastructure deal, while NVIDIA dropped $2 billion for a strategic stake. The company, valued at $25.2 billion, has seen its stock surge nearly 400% in a year — blowing past CoreWeave’s 109% gain over the same period. Could it become the next giant in AI cloud infrastructure? Two Titans Backing the Same Play Meta + NVIDIA = Unmatched Credibility Meta: 5-year, up-to-$27-billion AI infrastructure deal NVIDIA: $2 billion strategic inves
TOPNebius is unstoppable! Massive potential in AI infra.[看涨]
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04-07 14:57
Could Canada be about to flip the global lithium script?
Alberta just dropped a game‑changing number: 82.5 million tons of lithium carbonate equivalent—one of the largest lithium resources on the planet. Is this North America’s ticket to energy independence and battery supply chain dominance? Let’s dive in. Alberta Holds 82.5 Million Tonnes of Lithium Carbonate Equivalent—Will Canada Rewrite the Global Lithium Map? $Lithium Americas Corp.(LAC)$ $LITHIUM ENERGY LTD(LEL.AU)$ As nations worldwide race to secure “white petroleum” — the lithium essential for electric vehicles and energy storage batteries — the Canadian province of Alberta has quietly revealed a massive hand. According to a new joint report by the Alberta Geological Survey and the Alberta Energy Reg
TOPAlberta's lithium find is huge! Could shift global supply chains.[看涨]
595
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04-06 23:18
Last week felt like a relief rally, with the SPX and Nasdaq snapping their losing streak. But oil at $112 and rising gold prices tell me this isn’t a clean risk-on move—geopolitical risks are still driving part of the market. I’m seeing a split underneath the surface. Tech and AI names like $Taiwan Semiconductor Manufacturing(TSM)$ and $APPLIED DIGITAL CORP(APLD)$ remain strong, while consumer names like $Nike(NKE)$ show demand weakness. EVs are mixed too—$NIO Inc.(NIO)$ is strong, but $Tesla Motors(TSLA)$ is still under pressure, which I’m watching closely. In Asia, the tone looks more defensive, with flows into banks, utilities, and commodities supporting indices like the $Straits Times Index(STI.SI)$. This week, I’m focused on inflation data and the FOMC minutes—because if inflation st
TOPNice Sharing 😁 Yup defense 😁 @Barcode @JC888 @DiAngel @Aqa @Shernice軒嬣 2000 @koolgal
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04-06 23:36
[44] AON, KVUE, MDLZ
The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
TOPSolid TA on MDLZ! That 58-59 breakout zone is key for momentum reversal.[看涨]
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04-07 09:50
Joey Choy: Wilmar – from consolidation to continuation
SGX Academy Trainer Joey Choy has noted that $Wilmar Intl(F34.SI)$ shares are showing early signs of strength after an extended period of consolidation, with prices stabilising above the rising 200-day moving average and beginning to transition into a more constructive trend. In the shorter term, momentum has improved, with price reclaiming the $3.60 level, which now acts as a key support zone. As the stock approaches a key psychological resistance, Joey offers his perspective on the next key target level to watch out for should this resistance break. Read on here to find out how a Wilmar call warrant will perform based on Joey’s key levels *The views of Joey Choy do not represent that of Macquarie’s. Executive Summary Wilmar Internat
TOPSpot on analysis! Wilmar's breakout above $3.60 could be huge.[看涨]
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04-07 10:21
My stock in focus today is $UnitedHealth(UNH)$ , as the latest Medicare Advantage update came in much stronger than expected, driving a sharp rebound in insurers. What was initially a near-flat proposal is now roughly a ~5% total increase after risk adjustments—a clear positive surprise that lifts sentiment. This kind of policy support is something the market had not been pricing in. This is important as it improves earnings visibility and margin outlook into 2027. The additional $13 billion in payments shows recognition of rising medical costs, while the pause in risk model changes adds stability for insurers to plan ahead. Overall, this looks like a relief rally with fundamental backing. For UNH, it reinforces its role as a defensive compounder
TOPSolid move for UNH! Policy boost is a game-changer.[看涨]
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04-07 14:27
Gold Stocks “Spring” Compressed to the Limit — Is a New Rally Coming?
💬 Gold bugs & mining investors — Are you ready? Gold stocks have been crushed, but seasonals + fundamentals are lining up for a spring surge. Is this the bottom? Let’s talk! $黄金主连 2606(GCmain)$ Over the past two months, gold stocks have endured extreme volatility: a sharp rally, a flash crash, a V‑shaped rebound, and another steep drop. The GDX Gold Miners ETF hit an all‑time high in late January, surging more than 30% year‑to‑date at one point. It then suffered a nearly 13% single‑day plunge, rebounded to fresh highs, and resumed its decline in March. Since then, GDX has tumbled more than 30% in just three weeks. Yet after such violent swings, technical, seasonal, and fundamental signals are aligning — suggesting the “spring” in gold stoc
TOPYeah, bottom looks close lah. Good time to buy GDX now![看涨]
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04-07 14:37
Nvidia Not Losing Simply No Longer The Only Player AVGO
$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In
TOPNvidia should stick to GPUs and team up with TPU players for win-win.[开心]
519
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04-07 16:29
Why Samsung's Big Q1 Surprise Matters for Storage Stocks Key Takeaways – Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit. – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM. – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade. – The big risk is simple: storage is still a cyclical industry, so strong pricing today can turn into demand damage or oversupply later if AI spending slows or custome
TOPSamsung's beat is massive! Micron's gonna soar on AI demand.[强]