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Benstonk
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05-05
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Optionspuppy
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05-05
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许哲东
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05-05
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thisishanong
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05-05
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thisishanong
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05-05
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AMDidass
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05-05
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ykhoo
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05-05
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ykhoo
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05-05
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Mkoh
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05-04

Berkshire Hathaway’s Massive Cash Pile: Warren Buffett’s Cautionary Signal or Overly Conservative Stance?

Berkshire Hathaway is sitting on a record cash hoard approaching $400 billion recently reported at $397.4 billion at the end of Q1 2026 under new CEO Greg Abel. This follows years of net stock selling and restrained deployment, even as markets hit highs before recent volatility. Does this mean the market is dangerously overvalued, with few worthwhile investments left? Or is Berkshire simply being too cautious in an environment where others see abundant opportunities, particularly in AI and growth sectors? To answer this, we must explore Warren Buffett’s long-standing investment philosophy, his recent (and ongoing) commentary, and historical parallels. The Scale of the Cash MountainBerkshire’s cash and short-term investments, primarily in U.S. Treasuries, have ballooned from around $100-130
Berkshire Hathaway’s Massive Cash Pile: Warren Buffett’s Cautionary Signal or Overly Conservative Stance?
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1.24K
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Shyon
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05-04
$DBS(D05.SI)$ results reinforced my view that SG banks are shifting toward a fee-driven growth model rather than relying on interest rates. With DBS delivering record wealth management fees & strong deposit inflows, the franchise remains resilient even in a lower-rate environment. CASA strength and inverted rate sensitivity suggest earnings are increasingly driven by client flows, not just margins. The focus now shifts to whether UOB & OCBC can replicate this momentum. With NIM pressure largely priced in, wealth & fee income will be the key differentiator. If both banks show solid private banking and investment product growth, the sector still has upside. My base case is a partial match on wealth strength, supported by continued sa
$DBS(D05.SI)$ results reinforced my view that SG banks are shifting toward a fee-driven growth model rather than relying on interest rates. With DB...
TOPBellaFaraday: Solid analysis, the fee shift is key.
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Shyon
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05-04
Today my stock in focus will be Xiaomi Corporation $XIAOMI-W(01810)$  $Xiaomi Corp.(XIACY)$  , as momentum in Hong Kong tech names continues to build with strong sector-wide volatility and upside. Xiaomi surged more than 10%, alongside strength in peers like Alibaba, Baidu, and Kuaishou, suggesting this is not just a single-name move but part of a broader risk-on rotation in China tech. What really stands out is the continued acceleration in Xiaomi's EV business. Xiaomi Auto delivered over 30,000 vehicles in April alone, up 50% month-on-month, marking a new growth milestone. Cumulative deliveries of 109,000 units in just four months highlight improving execu
Today my stock in focus will be Xiaomi Corporation $XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ , as momentum in Hong Kong tech names continues to build...
TOPHunterGame: Xiaomi Auto delivery growth looks strong! EV momentum is key.
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Kenny_Loh
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05-04

The Yield & Value Play: Why OUE REIT’s 21% NAV Discount and Hospitality Surge Matter Now

Technical Analysis (TA) $OUEREIT(TS0U.SI)$ The provided chart indicates a significant shift in price action over the past year: Bullish Reversal & Channel: After bottoming near $0.215 in late 2023, the stock established a clear ascending parallel channel. Moving Averages: The price is currently trading above the 20-day (blue), 50-day (magenta), and 200-day (green) moving averages. The 20-day recently crossed above the others, signaling short-term bullish momentum. Key Resistance & Support: Resistance: Immediate resistance is at $0.375 - $0.380 (52-week high). A breakout here could target the consensus analyst mark of $0.44 - $0.45. Support: Strong support is found at the $0.315 horizontal line and the lower boundary of the current uptre
The Yield & Value Play: Why OUE REIT’s 21% NAV Discount and Hospitality Surge Matter Now
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788
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xc__
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05-05

🚀 $AMD at the AI Inflection Point: The $375 Price Target Blueprint 📊

PULSE $Advanced Micro Devices(AMD)$ Advanced Micro Devices is 24 hours away from its most consequential earnings report in years. With Susquehanna's analyst Christopher Rolland upgrading his price target to $375—a 24% jump from $300—and major 6GW hardware commitments from OpenAI and Meta anchoring $17B in projected 2026 GPU revenue, $AMD stands at an inflection where data center dominance transitions from aspiration to execution. The question isn't whether demand exists; it's whether Q1 results prove the supply chain and manufacturing can deliver at hyperscale velocity. KEY NEWS Q1 2026 Consensus Expectations: $1.29 EPS on $9.89B revenue (vs. AMD guidance of ~$9.8B ±$300M, implying 32% YoY growth) Q4 2025 Performance: $10.3B revenue (+34% YoY), 23.
🚀 $AMD at the AI Inflection Point: The $375 Price Target Blueprint 📊
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Barcode
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05-05
$S&P 500(.SPX)$ $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  📊📈 Earnings Regime Shift: Explosive Beats, Collapsing Misses, Structural Upside Bias 📈📊 🧠 A statistically significant inflection is now undeniable This is not a routine “beat season.” The distribution itself has shifted. With 61% of S&P 500 constituents beating by more than one standard deviation versus a 49% long-run average, upside outcomes are dominating in a way that historically aligns with durable market strength. At the same time, only 5% are missing versus a 13% norm, compressing the downside tail and materially reducing left-tail risk across the index. 📊 Magnitude is forc
$S&P 500(.SPX)$ $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ 📊📈 Earnings Regime Shift: Explosive Beats, Collapsing Misses, Structural Upside Bias 📈📊 🧠 A st...
TOP1PC: Nice Sharing 😁 @Shyon @Shernice軒嬣 2000 @koolgal @Aqa @DiAngel @JC888
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Sporeshare
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05-05
$Olam Group(VC2.SI)$     Olam Group - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish. She may continue to trend higher towards 1.29.Pls dyodd. Hosey! Nice Gapped Up this morning! She is rising up to test 1.11 A nice crossing over with ease plus good volume we may see her rising up further towards 1.20 and above. Olam Group AGM , they are quite generous! Handling out $30 grocery voucher plus some of their products! This year also provide mee Siam, quite nice plus tea, coffee and Milo. Future dividend will be depending how OFi and other businesses perform plus the divestment proceeds to hand out as Special dividend. Olam Group - Gd news as it has manged to secure the regulat
$Olam Group(VC2.SI)$ Olam Group - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish. S...
TOPicycrystal: thanks for sharing
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Sporeshare
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05-05
$Venture(V03.SI)$    Venture - Tomorrow XD, 50 cents dividend. Share price has been stucked in the range of 16-16.60. Still unable to cross 17.00. Most of the Tech counters already rallies when will be your turn to perform . The selling seem to have more or less done, likely to see a rebound to rise up to test 15.60 than 16.00. Pls dyodd. Venture - 2nd Half results is out. 4th quarter Net profit is higher than last year!The Group registered net profit of S$227.0 million for FY2025. This translated to a healthy net margin of 9.0%. VENTURE REPORTS SEQUENTIAL QUARTER GROWTH AND PROPOSES FINAL DIVIDEND OF 50 CENTS PER SHARE, XD 5th May.Paydate 15 May. BRINGING FY2025 TOTAL DIVIDEND TO 80 CENTS PER SHARE • 4Q 2025 revenue and net profit ros
$Venture(V03.SI)$ Venture - Tomorrow XD, 50 cents dividend. Share price has been stucked in the range of 16-16.60. Still unable to cross 17.00. Mos...
TOPjollyfo: Dividend looks nice, but the price action is a bit frustrating.
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orsiri
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05-05

Blackwell or Blacklisted?

The AI Boom’s Most Uncomfortable Question Super Micro Computer has become the stock market equivalent of a Formula One car being rebuilt while still racing at 300 kilometres per hour. One side of the market sees an AI infrastructure champion powering the next phase of Nvidia’s Blackwell rollout. The other sees a company drowning in legal risk, collapsing margins, and geopolitical scrutiny. Personally, I think both camps are right — and that is precisely what makes $SUPER MICRO COMPUTER INC(SMCI)$ one of the most fascinating stocks in the market today. Most AI commentary still treats Nvidia as the sole protagonist of the artificial intelligence boom. Yet the uncomfortable truth is that GPUs are useless without the server infrastructure surrounding
Blackwell or Blacklisted?
TOPLeeTed: The Nvidia vs Super Micro debate is truly fascinating. SMCI is indeed more than just an AI momentum play!
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nerdbull1669
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05-05

ARM Q4 2026 Earnings : The "Valuation vs. Velocity" Test

$ARM Holdings(ARM)$ is scheduled to report its fiscal fourth-quarter 2026 financial results on Wednesday, May 6, 2026, after the market close. The stock is currently in a high-stakes "prove it" moment. While AI optimism has pushed valuations to significant premiums, the setup for this specific earnings print is technically challenging due to recent price volatility and high expectations for fiscal 2027 guidance. Q4 2026 Analyst Estimates Revenue: Consistently pegged at $1.47 billion (approx. 18.2% YoY growth). Earnings Per Share (EPS): Consensus sits at $0.58 (approx. 5.5% YoY growth). Historical Context: ARM has a strong track record, beating EPS estimates in each of the last four quarters with an average surprise of 7.9%. Arm Holdings (ARM) repor
ARM Q4 2026 Earnings : The "Valuation vs. Velocity" Test
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