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MilkTeaBro
·
02-27 18:37

Feb 2026 Portfolio Update

Feb 2026 Portfolio Performance: A loss of SGD 2000, representing a 0.4% loss. 2026 Dividends: Accumulated SGD 5000 dividends year-to-date. In February 2026, anxiety surrounding AI is dominating the stock market. Top enterprises feel compelled to invest heavily in AI to avoid being displaced by competitors, yet these investments may not generate meaningful income in the near term. Many industries face genuine threats from AI. Simple software services could be replaced entirely, and SaaS companies may see revenue decline as AI reduces the demand for manpower. However, while the fear is real, I should not reject AI; instead, I must embrace it. The Hang Seng TECH ETF's $Lion-OCBC Sec HSTECH S$(HST.SI)$  current P/E ratio is around 16, offering
Feb 2026 Portfolio Update
# SaaS Miss Sparks Selloff: Start of Deeper Software Correction?
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DoTrading
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02-27 18:46

Stocks Slip Despite Nvidia Earnings Beat as Tech Falls Out of Favor

Investors got strong earnings from $NVIDIA(NVDA)$ and sold stocks anyway. The broader market pulled back Thursday as tech underperformed sharply: $S&P 500(.SPX)$ : -0.5% Nasdaq Composite: -1.2% Dow Jones Industrial Average: +0.03% (up 17 points) Hot Stock: $Paramount Skydance Corp(PSKY)$ (+10.0%) Biggest Loser: $Universal Health(UHS)$ (-11.4%) Best Sector: Financials (+1.3%) Worst Sector: Information Technology (-1.8%) The divergence highlights growing skepticism around AI-related capital spending, even after another headline earnings beat. Nvidia Drops 5.5% After
Stocks Slip Despite Nvidia Earnings Beat as Tech Falls Out of Favor
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CC on ETFs
·
02-27 19:47

Japan Stocks Hit Record Highs — Time to Enter or Stay Cautious?

Yesterday, the Nikkei 225 rose more than 1.2% at one point, breaking above the 59,000 mark and approaching the key 60,000 level, setting yet another record high. Since the start of the year, the Nikkei 225 has surged nearly 17%, ranking among the top performers across major global equity indices and significantly outperforming both US and Chinese markets. In terms of Japan-related ETFs, performance has been solid so far this year. The largest Japan broad-based ETF, $iShares MSCI Japan ETF(EWJ)$ , is up 14.54% year to date. $JPMorgan BetaBuilders Japan ETF(BBJP)$ has gained 14.50%, while $Franklin FTSE Japan ETF(FLJP)$ has risen 14.92%. Meanwhile,
Japan Stocks Hit Record Highs — Time to Enter or Stay Cautious?
# Bank of Japan Announces Results of 5-10 Year and 10-25 Year JGB Outright Buying Operations
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tiger_cc
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02-27 19:32
$Tesla Motors(TSLA)$ The weekly chart is tightening up significantly. The last bearish crossover of the 9- and 20-week SMAs occurred in late March 2025, when the stock had already fallen nearly 50% and was in the process of bottoming. This time, however, the crossover has developed while the stock has held up relatively well in comparison.
$Tesla Motors(TSLA)$ The weekly chart is tightening up significantly. The last bearish crossover of the 9- and 20-week SMAs occurred in late March ...
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Ethan Parker On Markets
·
02-27 18:13

AI’s Hidden Cost Trap: Why Buying Microsoft in 2026 Means Subsidizing Nuclear Power

1. Arbitraging the Interconnection Queue In 2026, the binding constraint for AI expansion is no longer GPUs—it’s grid interconnection queues. Hyperscalers are effectively renting electricity through capital timing. Securing baseload rights ahead of peers creates an arbitrage on interconnection bottlenecks. North Virginia and Texas grid interconnection queues, showing 3–5 year delays 2. 25GW Non-Discretionary Redistribution of Margin Assume the AI sector adds 25GW of load: Annual consumption ≈ 219 million MWh PPA premium ≈ $60/MWh Non-discretionary redistribution of margin ≈ $13B/year This is a forced transfer of profits from hyperscalers to operators with existing nuclear assets. [Insert Image 2: Bar chart showing PPA-induced profit redistribution across cloud giants] 3. Scarce Assets: N
AI’s Hidden Cost Trap: Why Buying Microsoft in 2026 Means Subsidizing Nuclear Power
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koolgal
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02-26 17:52
🌟🌟🌟Circle $Circle Internet Corp.(CRCL)$ very first financial report is simply amazing.  Circle is a revenue rocket reporting a staggering USD 3.1 billion in total revenue for FY 2025.  That is much more than many old guard fintechs  that has been around for a long time. In a world of unprofitable fintech, Circle delivered USD 540 million net profit.  They are simply growing exponentially. Circulation of USDC stablecoin hit a record USD 75.3 billion.  The real gem is the active transaction volume, which crossed USD 2.5 trillion. At the last closing price of USD 83.14, I believe that Circle is a great buy after its all time high of USD 298.99 last year. @Tiger_comments </

【🎁有獎話題】Circle財報後股價飆升35%！ETH敘事發生轉變？

@Crypto加密虎：
小虎們，幣圈最近兩天迎來「短暫」回調，比特幣早盤一度衝擊7萬美元整數關口，以太坊也修復至2000美元，加密虎之所以說是短暫，是因為還不確定是超跌反彈，還是幣圈迎來新的春天，後續也有待觀察~~~[Shy] 而「穩定幣第一股」Circle財報出爐後，股價一夜狂飆35%，這次真的穩了嗎？財報背後透露的是ETH敘事發生轉變？[LOL] Circle用財報打臉質疑！ 2月25日美股盤前，「穩定幣第一股」Circle Internet Group發布了2025年Q4及全年財報數據，當季度營收按年增長77%至7.7億美元，高於市場預期（7.47億美元）；淨利潤為1.44億美元，按年大幅上升（近1.30億美元）；EPS為每股0.56美元，調整後的EBITDA為1.67億美元，超市場預期（1.3億美元）！[Miser] 其中穩定幣USDC流動量按年增長72%至753億美元，2025年全年營收錄得27.47億美元，按年增長64%；儲備收入按年增長70%至7.33億美元。業績指引方面，管理層希望維持多年CAGR增速40%的預期，略高出市場對未來三年增速預期，其他收入在2026年可以實現1.5-1.7億美元，按年增速46%。[Cool] 在財報公佈後，截至隔夜美股收盤，Circle飆升35.47%至83.14美元，刷新六週高位，錄得自2025年6月上市初期以來表現最強勁的交易日之一。同時幣圈概念股也有所反彈，其中Circle的合作伙伴Coinbase升超13.5%至183.94美元，BitMine升超10%至21.50美元，Strategy升超8.8%至135.65美元，Robinhood收漲5.64%至77.53美元。[666] 圖源：Circle財報 實際上，Circle的財報支撐依舊是利息和USDC流通量，在7.7億營收中，利息收入佔比就超過95%（7.33億美元），根據麥肯錫的最新數據，穩
【🎁有獎話題】Circle財報後股價飆升35%！ETH敘事發生轉變？
🌟🌟🌟Circle $Circle Internet Corp.(CRCL)$ very first financial report is simply amazing. Circle is a revenue rocket reporting a staggering USD 3.1 bi...
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Shyon
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02-26 18:12
This week, my focus is on $SIA(C6L.SI)$ after it hit a seven-month high of S$7.19. While net profit plunged due to last year’s one-off gain, the core business actually improved. Record revenue and a 1.9% rise in passenger yield stand out to me — in a competitive environment, regaining pricing power signals real strength in SIA’s premium positioning. To me, that yield pivot is the most important indicator this quarter. Of course, risks remain. Losses from Air India and weaker cargo demand are clear drags. I see Air India more as long-term strategic pain rather than structural damage, but the timeline for improvement will be key to sentiment. At current lev
This week, my focus is on $SIA(C6L.SI)$ after it hit a seven-month high of S$7.19. While net profit plunged due to last year’s one-off gain, the co...
# SIA Record Revenue! But Profit Declines, Does One-Off Effect Matter?
TOPJessie6867: Excuse me, can Singapore Airlines buy it now?
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Elliottwave_Forecast
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02-26 18:22

Elliott Wave View: S&P 500 E Mini Futures (ES) Consolidating, Traders Eye Next Move

The S&P 500 E-Mini Futures (ES) has largely traded sideways with a modestly bullish bias since October 2025. The short-term cycle, which began from the November 21, 2025 low, remains in progress as a five-wave Elliott Wave structure. Wave 1 concluded at 7043, marking the all-time high in the Index. Following this peak, price action shifted lower in a zigzag formation. Specifically, wave ((a)) ended at 6864.5, while wave ((b)) terminated at 7011.5, as reflected in the one-hour chart. Wave ((c)) then extended lower to 6791.6, completing wave 2 at a higher degree. From that point, the Index turned upward into wave 3. However, a decisive break above the wave 1 high at 7043 is still required to eliminate the possibility of a larger double correction. From the wave 2 low, wave (i) advanced t
Elliott Wave View: S&P 500 E Mini Futures (ES) Consolidating, Traders Eye Next Move
TOP1PC: Nice Sharing 😁 @DiAngel @koolgal @Shyon @JC888 @Barcode @Shernice軒嬣 2000 @Aqa
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Lanceljx
·
02-26 19:02
Nvidia’s report reinforces a key reality of this cycle: AI infrastructure demand remains structurally strong, but the market is now shifting from growth surprise to expectation management. 1. What the numbers really say The headline figures were undeniably powerful: Data centre +75% YoY confirms hyperscaler and sovereign AI spending has not slowed. Networking +260% is arguably the most important signal. It shows scaling clusters, not just buying GPUs. AI build-out is deepening. 75% gross margin indicates pricing power remains intact despite rising supply. This is not late-cycle behaviour. It reflects scarcity economics typical of an infrastructure supercycle. 2. Why the stock sold off anyway Markets reacted to forward friction, not backward strength: Gaming weakness (-13% QoQ) reminds inve
Nvidia’s report reinforces a key reality of this cycle: AI infrastructure demand remains structurally strong, but the market is now shifting from g...
# Nvidia Plunges 5%! Market Worries, When to Buy the Dip?
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Lanceljx
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02-26 19:04
Circle’s earnings, the Bitcoin rebound, and next week’s conference are not isolated events. They are part of the same narrative shift: crypto moving from speculative momentum back toward institutional infrastructure. --- 1. Circle’s earnings beat: why it matters more than the headline Circle’s results were genuinely strong, not just a trading squeeze. Revenue grew about 77% YoY, driven by expanding USDC usage rather than pure crypto price appreciation.  USDC circulation reached roughly $75B, up 72% YoY, signalling real adoption growth.  Shares surged sharply after earnings as investors viewed stablecoins as a structural winner even during crypto volatility.  Key interpretation: Circle is increasingly behaving like a financial infrastructure company, not a crypto beta trade.
Circle’s earnings, the Bitcoin rebound, and next week’s conference are not isolated events. They are part of the same narrative shift: crypto movin...
# Circle Soars 30%! Still Room to Run?
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Lanceljx
·
02-26 19:05
The market is approaching a familiar but important inflection point. Gold is no longer driven by a single factor. It now sits at the intersection of geopolitics, monetary policy, and structural reserve diversification. The question is not whether geopolitical premium exists, but whether it shifts from background support to primary price driver. --- 1. Is geopolitical premium about to reprice? Yes, but only under specific conditions. Gold typically reacts in three phases during geopolitical escalation: Phase 1: Risk signalling (what we see now) Rhetoric rises, uncertainty increases, and gold grinds higher gradually. Markets price probability, not outcome. Phase 2: Shock repricing If military action or direct escalation occurs, safe-haven flows accelerate rapidly. This is the scenario behind
The market is approaching a familiar but important inflection point. Gold is no longer driven by a single factor. It now sits at the intersection o...
# US–Iran Tensions Escalating! Will Gold Return to $5500?
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Mrzorro
·
02-26 20:39
Circle Q4 Earnings: Circle beats, sparking inflows; institutions bet on crypto's real-world adoption $Circle Internet Corp.(CRCL)$   , the issuer of the USDC stablecoin, delivered stellar results for the fourth quarter (Q4) of 2025. The report highlighted the company's business resilience and directly drove a 35.47% surge in CRCL shares on February 25, 2026, triggering a broad-based rebound across the crypto sector.  This phenomenon reflects traditional capital's validation of cryptocurrency in real-world scenarios, such as cross-border payments, DeFi (on-chain finance), and institutional settlement. Financial Highlights: Significant Growth in Circulation and Volume Circle's Q4 report demonstrated USDC's stability amidst market vola
Circle Q4 Earnings: Circle beats, sparking inflows; institutions bet on crypto's real-world adoption $Circle Internet Corp.(CRCL)$ , the issuer of ...
# Circle Soars 30%! Still Room to Run?
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xc__
·
02-26 21:11

🚨 AI Reset Alert: Is the Hype Fading? Salesforce Stumbles on Guidance, C3.ai Slashes Deep, CoreWeave Battles Delays! 🔥

$CoreWeave, Inc.(CRWV)$ Buckle up, folks! The AI landscape is shaking like a glitchy neural net. 😵‍💫 With Salesforce dropping a solid Q4 beat but whispering softer vibes for the future, C3.ai swinging the axe on jobs amid epic misses, and CoreWeave dodging infrastructure potholes— is this the great AI software reset we've been whispering about? Let's dive deep into the drama, crunch the numbers, and see if near-term wins are getting buried under long-term clouds. No fluff, just facts up to February 26, 2026. 📈 First off, Salesforce ( $Salesforce.com(CRM)$ ) just wrapped FY2026 with a bang: Q4 revenue hit $11.2 billion, up 12% year-over-year—their zippiest growth in two years! 🎉 They smashed expectations, w
🚨 AI Reset Alert: Is the Hype Fading? Salesforce Stumbles on Guidance, C3.ai Slashes Deep, CoreWeave Battles Delays! 🔥
# SaaS Miss Sparks Selloff: Start of Deeper Software Correction?
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Mrzorro
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02-26 21:55
CoreWeave 4Q25 Preview: Execution is the Only Catalyst That Matters Now – CoreWeave is scheduled to report earnings on Thursday, February 26, after the market close. – The most important number to watch is active power. – Options traders see an expected move of +/- 19% on earnings. $CoreWeave, Inc.(CRWV)$   heads into 4Q25 with fewer headline distractions than earlier in the year. In Q2 and Q3, investors were flooded with upbeat intra-quarter updates such as large deals, contracted power, capital raises, and M&A, which diluted the earnings print as a standalone catalyst. Q4 has been quieter, so the earnings day itself has a better chance of carrying the narrative.  That quieter newsflow comes with a higher bar. The stock has tra
CoreWeave 4Q25 Preview: Execution is the Only Catalyst That Matters Now – CoreWeave is scheduled to report earnings on Thursday, February 26, after...
# 💰Stocks to watch today?(27 Feb）
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Shyon
·
02-26 22:56
$Circle Internet Corp.(CRCL)$ Circle’s quarter reset the narrative for me. $770M revenue (+77% YoY), EPS $0.43 vs. $0.16 expected, and a 54% EBITDA margin prove this isn’t just a rate-spread story anymore. With USDC circulation at $75.3B and explosive on-chain volume, the 35% surge in Circle Internet Corp. looks fundamentally driven, not speculative. More importantly, Circle is evolving beyond reliance on Coinbase and positioning itself as infrastructure. Arc and its payments network show it wants to own the pipes between banks and blockchain — that’s where the long-term moat lies. As for strategy, I’m not blindly chasing after such a sharp spike, but I’m also
$Circle Internet Corp.(CRCL)$ Circle’s quarter reset the narrative for me. $770M revenue (+77% YoY), EPS $0.43 vs. $0.16 expected, and a 54% EBITDA...
# Circle Soars 30%! Still Room to Run?
TOP1PC: Nice Sharing 😁 @DiAngel @JC888 @Barcode @koolgal @Shernice軒嬣 2000 @Aqa
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Pinkspider
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02-26 23:26

AI REVOLUTION

CURRENT STATE OF THE AI REVOLUTION: The fact that Nvidia, $NVDA, just posted $68.1 BILLION in quarterly revenue yet markets are unimpressed is telling. Nvidia's free cash flow jumped nearly +$20 BILLION year-over-year and the company crushed just about all expectations. In fact, there is not much more Nvidia could have said to reaffirm how strong demand is for their products. Meanwhile, the stock went from +4% to -4% as the market reopened. Why is this happening? Because expectations are so high that it's becoming difficult to impress. At this stage, companies do not just need to beat earnings, they need to beat the beat. Still, Nvidia's earnings have reaffirmed our view: The AI Revolution is accelerating.
AI REVOLUTION
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xc__
·
02-26 23:27

🚨 Jamie Dimon Just Sounded the 2008 Alarm – But Warren Buffett's $382B Cash Monster Is Locked and Loaded! 💰😱

$JPMorgan Chase(JPM)$ JPMorgan Chase CEO Jamie Dimon is ringing serious bells. He sees today's frothy markets mirroring the wild pre-crisis years of 2005-2007: soaring asset prices, everyone chasing quick wins, heavy leverage creeping in, and a "sky's the limit" mindset taking over. "The rising tide is lifting all boats again," he warned investors this week, noting some players are already doing risky things just to keep up. Competition is fierce, euphoria is building – classic setup for trouble ahead? 🛑📉 Enter the ultimate contrarian: Warren Buffett. While the crowd parties, Berkshire Hathaway sits on a jaw-dropping $382 billion in cash and short-term Treasuries – the largest corporate reserve in U.S. history, bigger than the combined hoards of Mi
🚨 Jamie Dimon Just Sounded the 2008 Alarm – But Warren Buffett's $382B Cash Monster Is Locked and Loaded! 💰😱
# 💰Stocks to watch today?(27 Feb）
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Sporeshare
·
02-27 00:01
$AEM SGD(AWX.SI)$    Aem - Finally, she is back in the black with FY net profit of 17.148m, declared Final dividend of 1.3 cents. At current price of 2.03, yield is merely 0.64%. Price seem trading at premium price level! Profit margin is 4.1%. PE 37.9x . Let's see how the market react! • Revenue for FY2025 reached S$399.3 million, up 5% year-on-year, driven by the ramp with its major Artificial Intelligence (“AI”)/High-Performance Computing (“HPC”) customer and continued adoption of its advanced test solutions. • Profit before tax increased 51.6% year-on-year to S$21.3 million. PBT margin improved 1.6 ppts to 5.3%, due to higher revenue and thus improved operating leverage. • The Board of Directors have recommended a final dividend of
$AEM SGD(AWX.SI)$ Aem - Finally, she is back in the black with FY net profit of 17.148m, declared Final dividend of 1.3 cents. At current price of ...
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BTS
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02-27 01:08
$NVIDIA Corp(NVDA)$   The earnings performance of NVIDIA (NVDA), combined with a 5-year low in stock valuation, creates a compelling dilemma NVDA's record-breaking results show that even good news may no longer be enough to satisfy lofty earnings expectations; this price action intensifies the valuation debate of bargain or value trap, especially as "2027 Anxiety" persists over whether the moat is intact amid rising competition and shifting market conditions If Blackwell shipments exceed expectations, Jensen silences doubters with strong AI dominance data, and the second leg of the AI bull market begins, likely leading to a bullish breakout toward $200 Even with solid earnings, but enthusiasm fades amid broader macro risks and profit-tak

Nvidia Earnings: Valuation at 5-Year Low! Can Nvidia Break "Earnings Curse"?

@Tiger_comments：
Tomorrow after the close, $NVIDIA(NVDA)$ will report earnings.On one side, Wall Street’s ever-rising expectations; on the other, macro geopolitical tensions, renewed tariff noise tied to Trump, and growing market anxiety over whether AI spending can stay this hot into 2027.1. Earnings Expectations: Good News May No Longer Be EnoughCurrent consensus puts Q4 revenue around $57 billion, with data center expectations the most aggressive — analysts have lifted forecasts from about $52.7B six months ago to roughly $60.1B now.Recently, even when Nvidia beats expectations, the stock hasn’t reacted strongly. Once “surprise” becomes standard, marginal impact declines. Options pricing currently implies about a ~6% move this week — in either direction.2. Valu
Nvidia Earnings: Valuation at 5-Year Low! Can Nvidia Break "Earnings Curse"?
$NVIDIA Corp(NVDA)$ The earnings performance of NVIDIA (NVDA), combined with a 5-year low in stock valuation, creates a compelling dilemma NVDA's r...
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Fistein
·
02-27 01:39
$Lithium Americas Corp.(LAC)$  $10 Target Price once Zimbabwe ban Lithium Exports, coupled with China's rare earth export restrictions.   Key Growth Catalysts for LAC: 1. Project Development & Financing- Substantial Government Backing in Thacker Pass Project.  The U.S. Department of Energy (DOE) loan of $2.23 billion, with $435 million already drawn, significantly reduces funding risk and provides low-cost capital. Furthermore, reports of the U.S. government taking a direct equity stake (potentially up to 10%) emphasize the project's strategic national importance and provide additional financial and political support. Strategic Partnership with General Motors (GM): A joint venture and long-term offt

Lithium Shares Rise With Sigma Lithium up 28%; Albemarle up over 8%. Zimbabwe Bans Exports of All Raw Minerals and Lithium Concentrates

UPDATE 2-Zimbabwe bans exports of all raw minerals and lithium concentrates, cites malpracticesSays reviewing export systems to plug leakages Africa's top lithium producer wants more local processingExported 1.1 mln metric tons of lithium concentrates in 2025Adds details from paragraphs 5-12By Chris Takudzwa Muronzi
Lithium Shares Rise With Sigma Lithium up 28%; Albemarle up over 8%. Zimbabwe Bans Exports of All Raw Minerals and Lithium Concentrates
$Lithium Americas Corp.(LAC)$ $10 Target Price once Zimbabwe ban Lithium Exports, coupled with China's rare earth export restrictions. Key Growth C...
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