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Mrzorro
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02-10
Microsoft Cheaper Than IBM: Overshoot or Repricing? Software has been one of the weakest corners of US equities so far in 2026. The S&P 500 Software and Services index is over 15% lower year to date, and the drawdown accelerated after $Microsoft(MSFT)$   's earnings in late January helped turn a slow bleed into a sector wide de-risk.   In the seven sessions through last Thursday, the index shed roughly $1T in market value, a move that quickly earned the nickname "softwaremageddon." The bounce only showed up late: the software index rose 2.4% on Friday after falling more than 17% over the prior seven sessions, then added another 2.9% on Monday. Even after the rebound, it was still roughly 13% b
Microsoft Cheaper Than IBM: Overshoot or Repricing? Software has been one of the weakest corners of US equities so far in 2026. The S&P 500 Softwar...
TOPMurielRobin: MSFT's AI bet could turn things around.[疑问]
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Subramanyan
·
02-10
My 2 cents: there is a state of flux in DBS viz. declining net interest margins (NIM) and robust shareholder returns' expectations. Therefore, while profit taking is natural after a massive rally, structural shifts in its revenue model and aggressive capital return policies are mitigating the risk of a full-scale  movement out of the stock. Further, sharply lower interest rates and a stronger SGD have begun compressing NIMs, with management expecting 2026 net profit to be slightly below the record 2025 levels. Also, the P/B ratio is now 2.4x as against historical 1.4x. Overall, it is natural for investors to consider UOB & OCBC which still have P/B in the range of 1.55x or below. But that is no cause for panic - if anything it is too much of a good run for DBS & a chance to di
My 2 cents: there is a state of flux in DBS viz. declining net interest margins (NIM) and robust shareholder returns' expectations. Therefore, whil...
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Subramanyan
·
02-10
Honestly,  I personally feel this could be an classic case of dead cat bounce driven & heavily influenced by short covering—traders exiting bearish bets rather than new long-term buyers. Secondly, this is reminiscent of low convictions: Trading volume during the rebound was approximately 13% below the five-day average, indicating a lack of broad market participation. Thirdly,  trump is causing a whole lot of confusion: implied volatility remains elevated, suggesting investors are still pricing in significant future price swings. Finally, this  requires observing if the price eventually drops below its recent lows. Follow-through in the coming days will be critical in deciding if this move represents seller exhaustion or merely a temporary reprieve aka dead 🐈 syndrome.
Honestly, I personally feel this could be an classic case of dead cat bounce driven & heavily influenced by short covering—traders exiting bearish ...
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323
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gintnil
·
02-10

Daily Crypto Market Summary 10 Feb 2026

Bitcoin (BTC) Bitcoin Reclaims $70,000 as Bulls Defend "Weakest Bear Case "Bitcoin has staged a recovery, reclaiming the $70,000 psychological level after plunging to a 15-month low under $62,000 last week. The rebound is driven by a mix of institutional buying and whale accumulation. Binance bolstered its SAFU fund with a massive **$300 million Bitcoin purchase** (4,225 BTC), while Strategy (formerly MicroStrategy) acquired an additional 1,142 BTC for $90 million. These corporate moves have acted as a backstop, absorbing the selling pressure that erased $500 billion from the market cap since mid-January. Analysts at Bernstein have doubled down on their bullish outlook, calling the recent sell-off the "weakest bear case on record" and reaffirming a $150,000 target for 2026. They cite tig
Daily Crypto Market Summary 10 Feb 2026
TOPpizzi: Bitcoin's bounce back is epic! Big whales stepping in hard. [666]
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SGT
·
02-09
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Heretoread
·
02-09
$MoneyMax Fin(5WJ.SI)$ profit warning and a transfer To the mainboard which is a good news . The question is how much further the stock price will run as it is already very high. Currently my top performer for 2025 , hope it can continue the run up for the rest of the year . 
$MoneyMax Fin(5WJ.SI)$ profit warning and a transfer To the mainboard which is a good news . The question is how much further the stock price will ...
TOPKittyBruno: Solid move! Hope it keep climbing for 2025.[开心]
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OneC
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02-09
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480
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许哲东
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02-09
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325
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Clementq
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02-09
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230
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joeych
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02-09
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204
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joeych
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02-09
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258
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GLN
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02-09
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206
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banchin
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02-09
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361
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CTJV
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02-09
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CTJV
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02-09
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JNCF
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02-09
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383
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SvipS
·
02-10
$Broadcom(AVGO)$ Is the engine of moving up going to start until the next earning report date in Mar 2026? Let hope it bring back some glory.
$Broadcom(AVGO)$ Is the engine of moving up going to start until the next earning report date in Mar 2026? Let hope it bring back some glory.
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BenGI
·
02-10
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165
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Jenuinejen
·
02-10
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463
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Stayclose
·
02-10
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Made this trade using Cash Boost Account (CBA)  @Tiger_CashBoostAccount  @TigerStars  @CashBoost  @Tiger_Contra   Support / Resistance 📈📉: Support: $414.5, $402, $396 Resistance: possibly $422?, $425, $430 Outlook 📝: TSLA broke above key level $414.5 today and it is holding well. Seems like we are heading in for more short term upside. If TSLA manage to break and hold $422, we should be able to see more short term upside towards $425, then $430. Else, if TS
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Made this trade using Cash Boost Account (CBA) @Tiger_CashBoostAccount @TigerStars @CashBoost @Tiger_Con...
TOPJohnMitchell: Well done on TSLA play! Locking in gains was brilliant.[得意]
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