ST Engineering's $689M "Disaster" vs. Its $32.6B Secret Weapon 🦖 EP1269
🟩 📉 **$689M Write-Down: Dividend Cut or Hidden Gem?** Dive into ST Engineering's latest financial shake-up as we unpack the $689M Satcom impairment loss, assess dividend stability, and uncover hidden strengths like a record $32.6B order book! Whether you're bracing for bad news or seeking an investment gem, this analysis is packed with insights tailored for Singapore investors. 💰 **What's Inside**: Shedding light on ST Engineering's revenue growth, strategic divestments, and the evolving aerospace and defense market, this video breaks down key trends impacting your CPF, SRS, and SGX portfolios. From dividend yields hitting 5% to a new payout policy tied to company growth, this story is far more complex than headlines suggest. 🚀 **Why It Matters**: This isn't just about numbers—it's about u
Tesla Slides Below USD 400. Is It A Good Buy Or Good Bye?
🌟🌟🌟Tesla $Tesla Motors(TSLA)$ recent dip below USD 400 isn't a collapse. It is currently at a pivotal point. The sell off can be attributed to a combination of broader market pressures and company specific issues. Tesla's Company Specific Factors : Weak China Sales : Tesla's retail sales in China were the lowest they had been in 3 years. Sales of Model Y plunged 62% in October compared to previous month, while Model 3 sales plummeted 68%. Intensifying Competition : In China, Tesla's market share slipped as it faced growing competition from local EV makers like BYD. This occurred even as the broader new EV market in China continues to grow. Tesla's market share in Europe has also dr
🚨🚨🚨The market analysis for November 17, 2025, points to a cautious and consolidating market dominated by the outlook for the AI/Tech sector and US economic data/Federal Reserve expectations following the end of the US government shutdown. Here is a summary of the key themes: 1. ⚙️ US Equities & The Tech Trade Sector Rotation: There is a noticeable rotation in US equities from high-flying technology companies, which are seen as having stretched valuations, towards more defensive sectors like healthcare. AI/Tech Scrutiny: The AI-driven tech rally is being tested. Major tech stocks, including Nvidia, have seen significant volatility, and their upcoming earnings report is a critical event for the entire sector this week. Concerns are rising about the durability of the AI boom and poten
$BABA-W(09988)$ $BABA-W(09988)$ I think baba first support level is around 140+, but still abit far from 200MA. Their earning reports will be release next week, so now may not be the best time to add. Have to be cautious on the price action.
$Visa(V)$ This is a duopoly play with consistent returns and steady organic growth. Of course this is Unlike the Mag 7 with high volatility but it's Good to include Visa to diversify.
$NVIDIA(NVDA)$ The past two weeks wiped out my entire year's profits, leaving me with a loss. Hopefully NVDA can reverse the negative sentiment and push the market back up. Let'ssee if NVDA can chiong toward $210. CHIONG AH…!
$LULU 20251121 175.0 PUT$ Finally the last week before the option expires! If it expires worthless, that's max profit for me — so I just need LULU to stay above $175 this Friday. Let"s gooo! Feeling bullish on the market.
$Tesla Motors(TSLA)$ Tsla broke down from a double top pattern. The neck line is the previous all time high of $414.50. It has retested it and got rejected on Friday. Depending on the direction of the market, there will likely be more downside for tsla stock. I'm preparing to load up at and below $380 if the market gives me the opportunity [Miser] will you buy tsla stock? What is your target price?
$Quantum Computing Inc.(QUBT)$ 🚀 The Potential of QUBT: Why This Quantum Play Deserves Attention Quantum computing is still in its early innings, but every major technological revolution starts small — and QUBT (Quantum Computing Inc.) is one of the interesting emerging players positioning itself for the next wave. Here’s why QUBT is catching my eye: 1️⃣ A Pure Play in Quantum Technology While big tech companies are exploring quantum, QUBT stands out as a focused, dedicated quantum solutions company. It’s not diluted by other business lines — 100% of its efforts go toward quantum tech and applications. 2️⃣ Real-World Use Cases QUBT isn’t just talking theory. They’ve been working on: Quantum-enhanced optimization Advanced sensing solutions A
Executive Summary A broad market crash, particularly one triggered by or heavily impacting the technology sector, would have a severe and disproportionate impact on both Nvidia and Palantir. Their high valuations, dependence on growth narratives, and cyclical customer bases make them vulnerable. The contagion would spread through the entire US tech ecosystem (semiconductors, software, cloud infrastructure) and have a significant, though more muted, impact on Singapore's market, primarily through its globally exposed banking, tech manufacturing, and real estate sectors. --- Part 1: Direct Impact on Nvidia and Palantir A. Nvidia (NVDA) Nvidia is arguably one of the most sensitive stocks to a market crash in the current environment. Why it Would Be Severely Impacted: 1. Valuation and High Exp
Sea: Pullback May Continue In The Near-Term (Rating Downgrade) Summary Sea Limited is positioned for strong long-term growth, but recent earnings misses and higher costs are an issue in the near term. E-commerce and digital finance penetration in SE's target markets is still low and may take longer to improve. The current valuation appears high at triple-digit multipltes against the sector and investors will have to focus on the next quarter. Sea Limited (SE) is up more than 170% from my Buy recommendation in 2022, and that follows a 25% downturn from the all-time highs in September. The company has underperformed analysts' expectations in three of the last four quarters, and its valuation is starting to deflate. Sea Limited's performance underlines strong activity Sea Limited stock is act