To The Moon

$SOFI 20260320 27.0 CALL$ Bought Sofi call as I'm bullish. Price is making higher lows 

$NVDA VERTICAL 260116 CALL 200.0/CALL 205.0$ Closed Short Call Verical to take Profit and Release margin 

$AAPL DIAGONAL 260116/260213 PUT 265.0/PUT 255.0$ Averaging for my Short Put. Have Short stocks so hoping to get assigned 

$Microsoft(MSFT)$ time to buy a bit of Microsoft again. slowly adding until the range jump long term.

$Constellation Energy Corp(CEG)$ will be looking into adding CEG slowly. Long term gamble for the demand of clean energy and data centers. Political risk could smash this though.

$AXT Inc(AXTI)$ $AXT Inc(AXTI)$  Buying in after the drop. I believe it is an overreaction to the guidance. However it is still considered a speculative stock to me, so I will set a stop loss.

$YUE YUEN IND(00551)$ 繼續試，多謝🙏 止蝕$16.30 投資涉及風險，價格可升可跌，做好風險管理。

Alphabet overtaking Apple is less about a single trading session and more about how the market is re-pricing AI execution paths. Can AI momentum still drive multiple expansion for Alphabet? In the near term, yes, but selectively. Alphabet’s rerating is grounded in credible monetisation, not speculative AI optionality. Search, YouTube, and Cloud now show tangible AI-driven uplift through ad efficiency, enterprise workloads, and productivity tools. That supports earnings upgrades, which can justify some further multiple expansion. However, at record highs, valuation expansion will likely slow. From here, upside depends more on earnings compounding than multiple re-rating. In other words, Alphabet is transitioning from “AI promise” to “AI operator”. That is bullish, but also more disciplined.

If I could only hold ONE of these stocks through 2026, I’d pick AMD $Advanced Micro Devices(AMD)$ . Among all ten names, AMD sits closest to the core of the AI infrastructure value chain, where long-term capex visibility, strategic importance, and scalable growth intersect most clearly. AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle. Most importantly, AMD offers balance: broad AI exposure, improving margi

Thank you all so much for your participation over the past year — our topic rewards program has officially reached its 40th edition!That said, we’d like to share an update: going forward, topic rewards will be merged with the Star Contributor Awards @TigerStars and will no longer be distributed as a standalone reward.However, posts participating in topic discussions will continue to receive priority for Picks or Ideas, and topic rewards of 5–50 Tiger Coins & lucky tigers will remain in effect.We hope the new year brings everyone great returns and plenty of wins. If you have any questions, feel free to contact me in the comment section or by email: changtongtong@itiger.comIt’s time to announce the winners again! Let’s reveal last we

$S&P 500(.SPX)$  A strong January does tilt probabilities in favour of a constructive 2026, but the path is unlikely to be linear. U.S. equities: Double-digit gains remain plausible, though harder than in prior years. Valuations are elevated, so returns will depend more on earnings delivery than multiple expansion. Expect higher volatility and sharper rotations rather than a broad, smooth rally. Relative performance: The U.S. may outperform on absolute earnings quality, but could lag selectively versus parts of Asia and Europe where valuations are lower and policy cycles are more accommodative. Leadership may narrow rather than broaden. AI leadership rotation: Near term, memory and infrastructure stocks benefit from capacity tightness and

This flip is more than a fleeting sentiment move, but it should not be read as a permanent coronation either. What the market is signalling Investors are clearly rewarding Alphabet for translating AI from narrative into visible monetisation. Search integration, cloud growth, and productivity tools show near-term revenue leverage, which supports both earnings confidence and multiple durability. In contrast, Apple remains perceived as AI-defensive rather than AI-offensive, with value still anchored to hardware cycles and ecosystem lock-in. Short-term versus structural In the short term, this reflects relative momentum. Alphabet’s earnings sensitivity to AI adoption is clearer today. However, market leadership shifts only become structural when cash flows, not just product roadmaps, diverge p

1) DBS and OCBC at highs: add or trim? For long-term holders, this is a hold or selective trim, not an aggressive add. DBS Group and OCBC are pricing in peak ROE and stable credit conditions. Adding on strength only makes sense if dividends are the priority. Trimming into rallies to rebalance risk is rational. 2) Will UOB catch up? UOB is the more plausible laggard-to-catch-up play. Its ASEAN exposure offers medium-term upside if regional growth improves, but near-term catalysts are weaker. Expect slower re-rating rather than a sharp catch-up. 3) Rate cuts in 2026: can banks still rise? Yes, but returns will be dividend-led, not multiple-driven. NIMs will compress, yet loan growth, fee income, and asset quality should cushion earnings. Bank stocks can grind higher, but expect mid-sing

$Tiger Brokers(TIGR)$ 2026 Investment Time Capsule: 1. The sector or stock I’m most optimistic about in 2026 is high-quality, cash-generating businesses with durable competitive advantages (especially consumer staples, financials, and select technology leaders) because these companies benefit from strong moats, pricing power, and disciplined management. Following Warren Buffett’s philosophy, I believe owning wonderful businesses at sensible prices allows compounding to work steadily, regardless of short-term market noise. 2. My three trading rules are: • Invest only in businesses I clearly understand because long-term conviction comes from knowledge, not speculation. As Buffett says, staying within my circle of competence reduces costly mistakes.

NOC remains in a strong long-term bullish structure, but the Elliott Wave cycle looks mature and may retest recent highs before a deeper corrective phase begins. Northrop Grumman Corporation (NYSE: NOC) remains in a strong long-term bullish trend on the monthly chart. The stock has shown years of steady growth supported by a clear Elliott Wave structure. However, the current cycle now looks mature and may be close to completing. Before this cycle ends, price may retest or slightly break recent highs. The Elliott Wave counts show that Northrop Grumman completed a major long-term Wave II correction in the past. This correction helped reset the market and prepared it for a powerful new bullish phase. After Wave II ended, the stock started a strong impulsive advance. It developed into a multi-

As a bellwether industrial stock, Caterpillar often reflects the underlying strength of the economy and signals long-term market positioning. Its price behavior tends to lead broader market trends, offering insight into structural phases rather than short-term fluctuations. Viewed through this lens, $CAT’s current action suggests stability and leadership, supporting the idea that the $SPX is not topping but instead forming a durable base for a higher long-term move. Within our Elliott Wave Theory framework, Caterpillar ($CAT) is entering, or may already be within wave ((II)). Wave ((III)) is historically recognized for its strength and vertical price action, occurring when market participants broadly align on one side of the market. Pullbacks in this phase are often regarded as profit-taki