5 Stocks I’d Hold Even if the Market Closed for a Decade
Imagine you could not sell a stock for the next 10 years. Which businesses would you be happy to own? These five Singapore stocks pass that test.
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I lean genius move, but with a dangerous feedback loop. Nvidia’s $500B plan uses third-party capital to accelerate AI infrastructure spending, effectively helping customers finance the ecosystem that buys its chips. That can extend Nvidia’s growth runway without putting the entire burden on its own balance sheet. The risk is circularity: financing enables more GPU purchases, those purchases strengthen Nvidia’s growth numbers, and strong growth attracts even more financing. If AI utilisation and customer cash flows eventually justify the investment, it is brilliant ecosystem building. If infrastructure expands faster than real AI demand, falling utilisation and rapidly depreciating GPUs could expose overcapacity. My verdict: genius while end-demand keeps catching up; dangerous if financing
TOPGabrielleSusan: I dug through similar financing setups before, and the real risk is demand mismatch plus depreciation hitting faster than people model. Ecosystem win, stock not a free pass though
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08-13
$Sheng Siong(OV8.SI)$
TOPBeen holding a while — the dividend and cash flow are why I keep adding. 10 years out, this kind of boring compounder is gold
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08-13
Ryde Group’s Tech Turnaround: Efficiency, Security, and Speculation
A micro-cap mobility player bets on routing, security, and autonomy to narrow losses Singapore-based ride-hailing and quick-commerce platform Ryde Group Ltd. (NYSE American: RYDE) has spent the opening weeks of August unveiling a rapid series of partnerships and agreements. Taken together, these announcements point toward an ambitious, multi-layer technology upgrade: integrating high-precision location algorithms, hardening cloud cybersecurity, and exploring autonomous vehicle deployments. For investors awaiting Ryde’s upcoming H1 2026 financial release, the central question is whether this operational evolution can translate into financial sustainability. Ryde’s August announcements reveal a synchronized strategy aimed at addressing three core vulnerabilities of a micro-cap mobility opera
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08-13
CPI Came In Bang On. What Rallied Was Nebius, Not Meta
Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only $NVIDIA(NVDA)$ rose, up 3.03 per cent. $Meta Platforms, Inc.(META)$ fell 3.38 per cent, $Microsoft(MSFT)$ 2.26 per cent, $Amazon.
TOPThe question you asked just happens to poke at the core contradiction of this 500 billion transaction. Both cars and aircraft have a mature used car market, and the residual value is traded in the market, not promised by the manufacturer. Nvidia said that "the chip retains at least 25% of its residual value", which is essentially to cover its own risks, help customers strip depreciation from computing power costs, and turn AI chips into financeable assets. Its real intention is to lower the threshold of customer procurement and accelerate the expansion of computing infrastructure, rather than providing customers with safety cushions. The pricing basis of this guarantee is that the demand for computing power continues to grow, and the supply of GPUs will not be excessive. If the next-generation GPU performance improves greatly enough, the residual value of the previous generation will be repriced by the market. The real risk lies in technological iteration. If the performance difference of the next generation GPU is large enough, the residual value of the previous generation product will be repriced by the market, and Nvidia itself can't handle the bottom. When the market digests the supply shock, Nvidia can only choose between repurchasing second-hand chips and price subsidies. The expected cost of supporting the residual value will squeeze out the profit margins of other businesses. It is a solid foundation for trading, as the residual value guarantee emboldens customers to place long-term orders; It is also a potential weakness of the transaction, because once the technology iterates faster than the market demand is digested, this guarantee becomes a liability. The current direction is clear enough, but the speed of technology iteration remains a key variable that needs to be continuously observed in subsequent earnings reports.
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trump
【🎁有獎話題】特朗普媒體半年虧3.6億美元、Strategy連續兩週賣幣：加密「巨鯨」為何同時撤退？
@Crypto加密虎：
8月10日，兩家重量級比特幣持有者幾乎同時披露了減持動作。 $特朗普媒體科技集團(DJT)$ 在第二季度財報中披露，持有9,477.16枚比特幣，較一季度末的9,542.16枚減少65枚。受加密資產價格下跌影響，公司上半年錄得約3.606億美元的相關虧損。 $Strategy(MSTR)$ 則在提交給美國證監會的8-K文件中披露，8月3日至9日期間以均價約64,262美元出售1,690枚比特幣，套現約1.086億美元，所得款項全部用於回購STRC優先股。 截至8月9日，Strategy持倉降至840,447枚比特幣，總成本約633.6億美元，均價約75,385美元。 兩大「巨鯨」在同一時間窗口減持，傳遞的信號遠不止於「賣幣」本身。 一、特朗普媒體：高買低賣的「教科書級」虧損 特朗普媒體的比特幣故事，是一場典型的「高買低賣」悲劇。 2025年7至8月，公司以平均118,529美元的價格買入11,542枚比特幣，總投入約13.68億美元。 此後比特幣價格持續回落，公司被迫在低位不斷減持——2026年以來已累計出售數千枚，倉位從高峯期縮水超六成。截至6月30日，公司持有9,477.16枚比特幣，公允價值約5.571億美元。 上半年加密資產相關損失達3.606億美元。第二季度淨虧損擴大至2.381億美元，而同期營收僅170萬美元——加密貨幣的波動對其財務的衝擊，遠超其核心媒體業務的體量。 更值得注意的是持倉結構：截至6月底，4,260.73枚比特幣被質押於可轉換票據，另有2,077.34枚質押用於比特幣期權策略。超過6,300枚比特幣已被鎖定為抵押品，
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08-12
The Swiss central bank's holdings were exposed — holdings of more than 2,300 shares in US listed companies as of the end of June, with a market value of 191.4 billion , quarterly +10%. Three major holdings: NVDA, AAPL, MSFT. About a quarter of the Swiss central bank's foreign exchange reserves are stocks
TOPAiyo, all in tech stocks if tech crash swiss bank go bankrupt? can swiss bank go bankrupt? or it strong enough to sustain?
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08-13
🚀 Goldman Eyes 8,000 for the S&P 500: What’s Driving the Rally—and What Could Trip It Up?
1. Executive Summary The S&P 500 is already up ~20 record closes this year — and $Goldman Sachs(GS)$thinks it isn't done climbing. The bank's U.S. equity strategy team just raised its year-end target from 7,600 to 8,000, betting that earnings growth (not a richer multiple) carries the index the rest of the way. Deutsche Bank and Morgan Stanley have landed on the same 8,000 target, while Yardeni Research is even more aggressive at 8,300. 📌 Key Insight: When four major shops converge on the same target, the interesting question isn't if stocks go higher — it's what's actually driving the call, and what could break it. 2. The Run So Far $SPDR S&P 500 ETF Trust(SPY)$ has a
TOPThere is a high probability that "Teflon Inflation" will not last until the end of the year, and the global and American inflationary pressure is accelerating from "high sticky" to "accelerated sliding". The latest labor market data shows that U.S. wage growth has consistently and definitively lagged inflation. Last week, non-agricultural companies were upset by 23,000 staff, which directly deprived consumers of the capital to bear higher prices. When residents' wallets can't handle the price increase, inflation has no soil to stick to before the end of the year.
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08-13
🔥❄️Beating Isn't Enough? The AI "Ice and Fire" Saga: CRWV, NBIS,CHOR, SMIC, CSCO, CRBS
Mild CPI eases rate hike fears. AI infra earnings explode. Optical communication leads the rally — but $Coherent(COHR)$ beats and drops 5%, $Cerebras Systems(CBRS)$ 16%. The market is voting with its feet: not all AI stories can deliver. 🐯Hi, Tigers! Today's Script: "Divergence" Last night's US session was a masterclass in selective buying: AI infrastructure names exploded, optical communication stocks partied, but the Mag 7 quietly exited stage left. Before the bell, July CPI came in at +3.4% YoY (prior 3.5%), core CPI +2.5% (prior 2.6%) — both as expected, both cooling. Rate hike fears eased: CME FedWatch shows the probability of the Fed holding rates steady i
TOPThe most interesting takeaway from this earnings season is that AI demand is not slowing down — the market is simply becoming more selective. CRWV and NBIS were rewarded because their numbers show real demand: accelerating revenue, massive backlogs, and improving profitability. SMCI also benefited because AI demand is translating directly into stronger revenue and margins. Meanwhile, COHR and CBRS tell the other side of the story. COHR delivered a strong quarter, but after a huge run-up, a simple beat was no longer enough. CBRS had impressive future commitments, yet investors focused on weak hardware revenue. That tells us where the market is heading: AI stories are cheap. AI earnings are valuable. Going forward, I would focus less on who has the most exciting AI narrative and more on who can convert demand into revenue, margins and cash flow without an unrealistic valuation. The AI boom may not be ending. The easy-money phase of the AI trade may be. @TigerObserver [正经]
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08-13
Why Enovix’s 1,000-Cycle Milestone Matters More Than Its $9 Million Revenue
$Enovix Corporation(ENVX)$ remains a development-stage battery company whose valuation depends far more on product qualification and manufacturing execution than on current sales. Its second-quarter update provided incremental evidence that a high-energy smartphone battery can meet a major customer’s durability requirements, but commercial scale is still unproven. Enovix reported after the August 12 close for the quarter ended June 28. Revenue increased 21% year over year and 19% sequentially to $9.0 million, the fifth consecutive quarter of annual growth. Its GAAP loss was $0.20 per share and its non-GAAP loss was $0.13. Enovix’s official second-quarter release provides the results and programme updates. The most important evidence was technical
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Why Cerebras’ Cloud Growth Could Not Offset Its Margin and Backlog Questions
$Cerebras Systems(CBRS)$ nearly quadrupled its AI-cloud business in the second quarter and raised its annual forecast. Its shares nevertheless fell sharply after hours, showing that investors are looking beyond revenue growth to the cost of supplying computing capacity and the speed at which a large backlog converts into recognised sales. Cerebras reported after the August 12 close for the quarter ended June 30. GAAP revenue increased 74% year over year to $180.1 million, while its core measure of revenue increased 103% to $209.9 million. Core cloud revenue rose 287% to $127.7 million, but hardware revenue declined to $54.1 million from $70.3 million. The company raised expected 2026 core revenue to $880–$890 million from $855–$865 million. Cerebr
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08-13
Live Recap 4: Beyond NVDA — Power, TSMC, China Tech and the Next AI Opportunities
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this section, Ross explores where the next AI opportunity could emerge if the first wave of the AI trade was dominated by GPUs and hyperscalers. Ross believes the AI value chain is broadening beyond chips into power, infrastructure, advanced manufacturing, cybersecurity, China tech, and robotics. His key message: the next AI winner may not look like a traditional AI stock. Disclaimer: All views and company examples reflect discussion by the livestream guest and are provided for educati
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Why Cisco’s $9.3 Billion AI Order Book Still Couldn’t Protect Its Margin
$Cisco(CSCO)$’s fiscal fourth-quarter report confirmed that artificial-intelligence infrastructure has become a material growth engine rather than a presentation talking point. The uncomfortable part was that investors could see the cost of that growth in the company’s margins. Cisco reported after the August 12 close for the quarter ended July 25. Revenue increased 18% year over year to $17.3 billion, while non-GAAP earnings reached $1.22 per share. Networking revenue grew 28% to $9.79 billion. For the full fiscal year, orders for AI infrastructure from hyperscale customers reached $9.3 billion, including approximately $4 billion in the fourth quarter. Cisco’s official fourth-quarter release provides the reported figures and guidance. The bullish
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08-10
The Right Way to Chase Gold Highs; Equities to Consolidate — Trade Options for Time Decay
The first week of each month is usually the most important, as the latest non-farm payrolls data are released during this period. These figures often set the tone for the market throughout the rest of the month. This is particularly true when the market is highly sensitive to interest-rate expectations, as the release can quickly shift investor preferences. For this reason, I usually adopt a relatively cautious stance during the first week of the month. The non-farm payrolls report released this month significantly exceeded market expectations. While the market had expected an increase of 80,000 jobs, the actual figure showed a decline of 23,000 jobs. This dealt a blow to expectations of a stronger US economy. Meanwhile, the probability of a rate hike in September fell directly from 60% to
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08-13
Why CAVA’s Traffic Growth Makes Its 14% Rally More Than a Pricing Story
$CAVA Group Inc.(CAVA)$’s second-quarter report offered an unusually healthy combination for a restaurant chain: it opened many new locations while established restaurants attracted more customers. That distinction matters because comparable-sales growth driven by traffic is generally more durable than growth created mainly by menu-price increases. CAVA reported after the August 11 close for the quarter ended July 12. Revenue increased 31.3% year over year to $365.4 million. Same-restaurant sales rose 9.0%, comprising 5.3% traffic growth and 3.7% from price and mix. The company opened 17 net new restaurants, bringing the total to 476, almost 20% more than one year earlier. CAVA’s official second-quarter release provides the operating and financial
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Live Recap 3: AI Has Burned Billions — Are the Returns Finally Showing Up? Top Tickers Included
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this session, the biggest question around AI is no longer whether the technology works — it is whether the returns can justify the enormous spending behind it. Ross argued that while AI infrastructure remains expensive, cloud revenue, adoption and monetisation are beginning to improve. At the same time, he stressed that technological progress and speculative excess can coexist. More from the livestream recap series Live
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08-11
Why Gold Is Diverging from Real Rates—and Could Trigger a Second U.S. Equity Pullback 💹📉
Recent capital markets can be summed up in one word: conflicted. On one side, gold has charted an entirely independent course despite the pressure of high interest rates. On the other, U.S. equities have repeatedly swung between earnings support and the risks associated with elevated valuations. Against this macro backdrop, how should investors construct an appropriate trading strategy? Today, we will examine the underlying logic behind gold and expectations for a range-bound U.S. equity market, and take an in-depth look at how the market is operating at present. Pay Attention to the Unusual Divergence Between Gold and U.S. Real Rates For a long time, gold and real interest rates—bond yields adjusted for inflation—have had a classic seesaw relationship. Because gold is a non-yieldin
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08-13
Coherent Q4: AI Optics Keeps Growing, but Capacity Must Deliver
$Coherent(COHR)$ fiscal year 2026 fourth-quarter results were strong. Revenue, profit and next-quarter guidance all beat market forecasts. The debate has moved from whether AI optical demand is real to whether Coherent can add capacity on time and how much growth is already priced into the stock. Q4 revenue reached $2.046 billion, up 33.8% year over year and 13.3% quarter over quarter, passing $2 billion for the first time. Non-GAAP gross margin was 40.2%, up 2.15 percentage points from a year ago. Non-GAAP operating profit rose 62% to $446 million, while adjusted earnings per share grew 74% to $1.74. Profit grew much faster than revenue, showing gains in product mix, yields and pricing. Coherent fiscal year 2026 Q4 results Full-ye
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08-13
Trump’s $3 Billion Minerals Push: Is It Time to Buy U.S. Rare-Earth and Magnet Stocks?
The U.S. critical-minerals trade is moving beyond tariffs and geopolitical headlines. Washington is now using equity investments, long-term loans, price floors and purchase guarantees to build an independent supply chain. That improves the sector’s long-term investment case—but the latest funding does not benefit every rare-earth stock equally. Where Is the Money Actually Going? On August 7, President Donald Trump met with more than 200 mining executives, investors, educators and government officials as part of his effort to make the United States a “minerals superpower.” Reuters estimated that the newly announced critical-minerals, battery and related investments totaled approximately $3 billion. The White House separately listed more than $2 billion in mining-related projects and over $1
TOPMy Take on Critical Minerals I think this is more than another speculative mining rally. Washington is now providing capital, price protection and guaranteed demand, which could fundamentally improve the economics of U.S. critical-mineral projects. For me, MP Materials (MP) is still the strongest pick because it already has mining, separation and magnet production. UUUU is the more aggressive alternative with heavy rare-earth and uranium exposure. I wouldn't chase every small-cap miner. The real winners will be those that turn government support into production and sustainable cash flow. MP for the core position, UUUU for higher-risk upside. @Tiger_comments
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08-13
Live Recap 1: Why Ross Cut AI Exposure Before the Sell-Off — Inside a Fund Manager's Risk Framework
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. Ross shared how he combines top-down and bottom-up analysis to navigate market cycles — including why his fund reduced AI and semiconductor exposure before the July correction. His key message: Being bullish on AI long-term does not mean ignoring short-term market risk. Disclaimer: The views expressed are those of the guest speaker and do not represent Tiger Brokers or its affiliates. This content is for education and discussion purposes only and does not constitute financial advice. More from the livestream recap series Live Recap 2: Rate Cuts, Jack
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Live Recap 2: Rate Cuts, Jackson Hole and Market Risk — Ross's U.S. Market Playbook
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this session, he shared his views on inflation, employment, interest rates, U.S. equity valuations, and market positioning. Ross remains constructive on U.S. equities in the near term, but believes late August and September could bring higher volatility and require more selective positioning. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion pur