OpenAI Won a $200M Defense Contract, Good for PLTR, MSFT, NVDA
OpenAI has indeed secured a $200 million contract with the United States Department of Defense. This contract represents OpenAI's first collaboration in applying artificial intelligence technology within the government sector.According to statements from the Department of Defense, this one-year contract aims to develop prototype cutting-edge AI capabilities to address critical national security challenges in both warfighting and enterprise domains. Additionally, OpenAI plans to demonstrate how cutting-edge AI can significantly improve administrative operations, such as how military personnel receive healthcare and cyber defense. All military applications of AI will comply with OpenAI's usage guidelines.At the same time, the company anounces OPENAI HAS DECIDED TO DEPRECATE GPT-4.5 > acce
Roku Continues to Rise after Soared 11% on the Amazon AD Deal
The collaboration between $Roku Inc(ROKU)$ and $Amazon.com(AMZN)$ is a undoubtedly significant piece of news in the secondary market recently. According to the latest announcement, the two companies will provide the largest certified connected TV (CTV) reach in the United States to advertisers through Amazon's Demand-Side Platform (Amazon DSP). This partnership is expected to be open to all Amazon DSP advertisers in the fourth quarter of 2025, covering approximately 80 million US households, which is over 80% of US CTV households.Amazon and Roku Join Forces to Create Massive CTV FootprintMarket SignificanceThis partnership represents a major breakthrough for Roku. As one of the leading companies in the st
Singapore T Bills rate plunges, is S-REIT good option?
Singapore's latest six-month Treasury bill (T-bill) saw its cut-off yield dip to 2.05%, according to auction results released by the Monetary Authority of Singapore (MAS) on June 5. With yields trending lower, investors need to find alternatives for better returns. Refer to news on The Business Times here https://www.businesstimes.com.sg/companies-markets/latest-singapore-six-month-t-bill-cut-yield-sinks-2-05?utm_medium=social-organic Singapore REITs could be a compelling option, offering trailing twelve-month (TTM) distribution per unit (DPU) yields of up to nearly 10%, along with attractive discounts to net asset value (NAV). Ready to explore your options? Check out the Singapore REITs Screener here: https://reitsavvy.com/ #SingaporeREITs #alternativeinvestment #DividendStocks #High
💰 Tiger Coin Jackpot! 10 Lucky Packs + Stock Vouchers: Did You Score One?
It’s time for this week’s prize giveaway! 🎉 Let’s see which Tigers took home last week’s big rewards!🎉 First Reward: Top Engagement AwardA huge thank-you to the 5 Tigers who contributed to the weekly topic — these $5 vouchers are well deserved!🏆 The Most Active — The top 3 tigers with the highest number of valid posts related to the topic each week receive a $5 voucher.@北极篂@yourcelesttyy@WeChats🏆 Most PV & Interaction — 2 Tigers stood out with the highest pageviews and engagement.@koolgal@Barcode🎉 Second Award: Comm
My retirement goal is S$1.5-2million. S$550K is way too little. I recall the figure floating around has been S$1million for a long time. So, S$550K comes as a surprise. I think 3K per month is ideal. This would help to account for basic expenses, hobbies to spend time meaningfully with and also for travelling. This is also to account for the scary inflation. I save/ invest at least 30% of my salary to try to beat inflation. I think I am currently on track with my savings and investment to reach my target amount. Importantly, I try to ensure that while I try to have a good quality of life, I do not have overt lifestyle inflation and steward my money to have the maximal sum for retirement. It is always better to have more than less but also important to have a certain quality of life
Leads Chip Stocks Surge! Is $140 Finally in Sight?'
🚀💻$Advanced Micro Devices(AMD)$ AMD's shares popped 9% today, igniting a fresh wave of optimism across chip stocks. Analysts at Piper Sandler predict a strong 'snapback' for AMD's GPU business, forecasting that the bulk of its $800 million China-related charges will clear by the fourth quarter. The question on every investor's mind: Is this rally sustainable, and can AMD finally break through analysts' target price of $140? 📊Let's Deep-Dive into the Fundamentals' Firstly, what's fueling this sudden optimism? Piper Sandler's recent analyst note is bullishly clear: They expect AMD's GPU business to rebound strongly as temporary headwinds related to export charges to China dissipate. Essentially, the $800 million drag on profitabilit
My Thoughts on Grab Stock: A Deep Dive into Valuation, Risk, and Opportunity
$Grab Holdings(GRAB)$ Let me share my latest thoughts on Grab Holdings—a company that has quietly but consistently stayed on my radar for some time. Broadly speaking, I remain constructive on the long-term investment case for Grab. While it may not be the flashiest name in tech anymore, I think it represents a compelling opportunity within the broader Southeast Asian growth narrative. There are multiple elements within its business model that align well with what I typically look for when evaluating companies for a long-duration portfolio—things like founder-led leadership, strong balance sheet, growing cash flows, a durable moat, and exposure to secular tailwinds. That being said, before I make any serious allocation decision, I always run a comp
Microsoft’s Meteoric Rise: Will Meta Be the Next Tech Titan to Soar?
The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( $Microsoft(MSFT)$ ) and Meta Platforms ( $Meta Platforms, Inc.(META)$ ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,
The Financial Reckoning Is Near: What Gundlach, Jones, and Chanos Just Told Us
$S&P 500(.SPX)$ In a recent high-level Bloomberg conference, three of Wall Street’s most seasoned voices—Jeffrey Gundlach, Paul Tudor Jones, and Jim Chanos—shared unfiltered views on what’s next for the global economy, interest rates, and financial markets. Together, their commentary forms a compelling mosaic of risk, inflation, and strategic positioning as the market enters what many believe to be the final innings of a prolonged speculative cycle. Gundlach: The U.S. Bond Market Is a Ticking Time Bomb Jeffrey Gundlach, often called the "Bond King," emphasized one central contradiction: while the Fed is pivoting toward interest rate cuts, long-term Treasury yields are rising, not falling. That’s a red flag. The market is sniffing out deeper st