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10-11
(Part 3 of 3) News and my investing muse (12Oct2026)
INVESTING PREVIEW (12Oct2026) III. News and My Investing Muse Energy is driving inflation. Brent crude averaged about $114 in September, while petrol and diesel reached record monthly prices. Core inflation is still easing, but the Fed cannot solve an oil shock with higher interest rates. Car buyers are feeling the pressure. A quarter of new-car loans now run longer than 84 months. The average amount financed is $44,664, with a monthly payment of $787. I’ll be listening for signs that banks are seeing more household stress. A small insurer is flashing a warning. South Carolina is moving to take control of Atlantic Coast Life Insurance after concerns about risky, hard-to-sell investments. The company is not large enough to threaten the wider system, but the case shows how higher rates can e
TOPMaria_yy: Volcker is the obvious comp, but oil-driven inflation only breaks if demand cracks hard enough. I care more about whether VIX is sniffing that stress before bonds do
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10-12
U.S. Market Weekly Analysis: Defensive Rotation Drives Gains as Q3 Earnings Approach
During the trading week of October 5 to October 9, 2026, U.S. equities registered modest gains across broad benchmarks, led by the Morningstar US Total Market Index advancing 1.03%. In this article, we would like to discuss the sector performance (top performers and worst performers? what are the key drivers for the week performance? We will also looked at analysis of the breakdown of the tech and utilities sector. Including details on upcoming Q3 earnings reports investors need to be aware of. I. Macroeconomic Overview & Market Drivers The trading week ended October 9, 2026, was defined by factor rotation, interest rate stabilization, and pre-earnings positioning. Broad equity indices posted consistent gains: large-cap stocks advanced 1.17%, mid-caps outperformed with a 1.95% surge, a
TOPDefensives did the lifting, but that 29.6% earnings growth bar is the real test for current valuations
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10-12
Investing 101: The Resilience of SReits ETFs - CLR vs SRT
🌟🌟🌟Looking at your portfolio and seeing Singapore Real Estate Investment Trusts (SReits) has been a test of patience. While tech stocks have hogged the headlines, SReits have felt heavily weighed down by continuous macroeconomic headwinds. For many income investors, it has been deeply frustrating to watch. If the SReits have been underperforming on paper, why should a rational investor deploy their hard earned capital into them right now? This is because price and value are rarely the same thing. SReits are currently coiled at a compelling entry point. Buying into a fundamentally healthy asset class when broader market sentiment is low isn't reckless. It is exactly how long term wealth is built. The Real Estate Analogy: The Value of the Underlying Brick
TOPSRT and CLR look more like yield lock-ins here than dead money. At S$0.758, that cash flow angle matters way more than the mood
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10-12
Robinhood Robs Peter and Paul To Buy Bitcoin
🌟🌟🌟You have to appreciate the poetic irony: $Robinhood(HOOD)$
TOPWeb2.5 move for sure — stable cash flow funding crypto beta is way more cycle resistant than a pure exchange model
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10-12
BTC, PLTR, NFLX, RDDT& MSTR Welcome Great Upward Momentum Here
Hello everyone! Today i want to share some technical analysis with you! 1 $Strategy(MSTR)$Not fully out of the woods yet. 2 $Reddit(RDDT)$ Breakout last week. 3 $Netflix(NFLX)$ Potential double bottom forming here. 4 $Palantir Technologies Inc.(PLTR)$ Peekaboo. 5 Moving into the volume gap. $Bitcoin(BTC.USD.CC)$ Follow me to learn more about analysis !!
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10-12
Options puppy beginner guide on fed talks part 1 FundweeklySG
. 🐯 Last Speech Before the Fed Blackout: What Do I Want to Hear From Warsh? Three Investments I Would Consider for Diversification 🌎 1. The Market Is Waiting for More Than an Interest-Rate Decision As we approach Federal Reserve Chair Kevin Warsh’s scheduled appearance in Bangkok on October 16, I believe investors should pay attention to more than just whether the Fed will hike, hold or eventually cut interest rates. What I really want to hear from Warsh is a clear explanation of the relationship between inflation, long-term Treasury yields, government debt and the direction of monetary policy. According to the Federal Reserve’s calendar, Warsh is scheduled to participate in a fireside chat with IMF Managing Director Kristalina Georgieva in Bangkok. With the next FOMC meeting scheduled for
TOPI’d lean toward SCHD if rate-hike expectations firm up. The dividend cash flow matters more to me than trying to time every macro swing.
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10-12
Trading Ideas: Investing Wisdom
Hello everyone! Today i want to share some trading ideas with you! 1 Adyen's growth rate has fallen from +22% to <20%, but seems to be recovering. The stock price has crashed in this period. Adyen is trading at a 19x forward earnings, growing top line at +19%. Not bad for a founder-led quality business. $Adyen N.V.(ADYEY)$ 2 How fees ruin your returns: 3 A checklist for stock investors: 4 The relationship between forward PE of the index, and the subsequent 10 year returns: 5 Are you an investor or a trader? 6 Mercado Libre trading at 1.84x sales. Never been this cheap on a PS basis. $MercadoLibre(MELI)$ Follow me to learn more about analysis!!
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10-12
Option Strategies: UNH& TSM
Hello everyone! Today i want to share some option strategies with you！ 1 $Taiwan Semiconductor Manufacturing(TSM)$ announces earnings before the opening bell on Thursday Oct 15th. Expected move is projected at ~4%. We're looking at writing puts in the 370-390 strike range. Probably targeting a Nov. expiration date. If we feel bullishly ballsy for earnings, then we might write additional puts ATM at the 450 strike. 2 $UnitedHealth(UNH)$ announces earnings before the opening bell on Tuesday Oct 13th. Expected move projected at 6-7%. We're looking at writing puts at the gap, targeting that 315 volume shelf, so will probs write the 310 and/or 320 strike. Expiration date tbd. Foll
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10-11
Access China Opportunities via Futures during Holidays
🐶 Options Puppy Beginner Guide: Why Banks Can Fall When Interest Rates Rise — And What TLT, T-Bills and SSB Have to Do With It Part 1 · Understanding banks, bonds, interest rates and safer places to park cash · Singapore investor edition 🐶 1. Why I Want to Understand Bank Stocks Before Buying More As Options Puppy, I like to understand what is happening behind the numbers before I put my money into the market. When I look at Singapore banks such as OCBC, DBS and UOB, I know that they are not simply businesses that collect deposits and lend money. They also manage enormous portfolios of financial assets, including government bonds. Sometimes, investors hear that interest rates are rising and immediately assume banks should benefit because banks can charge borrowers more interest. That sound
TOPCurious newbie take: a rate flip probably hits bank stocks harder psychologically first, while TLT feels more like a slower grind down. Am I thinking about duration risk right?
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10-11
Options puppy Beginner guide 1 to Christmas toy shops 🧸 Beginner Guide Part 1: Spin Master, Hasbro & Mattel — Three Toy Stocks to Know
🧸 Beginner Guide Part 1: Spin Master, Hasbro & Mattel — Three Toy Stocks to Know 🎄 Introduction: Why Look at Toy Stocks? When I think about investing, I don’t only look at technology, banks or artificial intelligence companies. Sometimes, I like to look at businesses that sell products people already know and understand. The toy industry is interesting because it combines brands, entertainment, movies, games and physical products. A successful toy company can create a character or product that children love, while parents, grandparents and collectors become the customers. Three companies that I think beginners should know are Spin Master, Hasbro and Mattel. Spin Master, Hasbro and Mattel all operate in the toy and entertainment industry, but they have different strengths. For me, the f
TOPToy logic definitely got more layered after Barbie. Holiday shelves matter, but IP licensing and content pipeline usually do more work than one strong Christmas season
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10-11
$游戏驿站(GME)$
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10-10
Five Fastest Growing Stocks
A picture is worth 1,000 words. So, today, I’m replacing a lot of words with pictures. Over time, owning growth stocks that can compound year after year gives us a great chance to beat the market. So, what are the fastest-growing stocks in the Asymmetric Portfolio? #1: $SoFi Technologies Inc.(SOFI)$ ( ▲ 1.22% ) #2: $Robinhood(HOOD)$ ( ▲ 1.88% ) #3 $Zeta Global Holdings Corp.(ZETA)$ ( ▲ 0.18% ) #4 $Duolingo, Inc.(DUOL)$ ( ▼ 0.86% ) #5 $Hims & Hers Health Inc.(HIMS)$ ( ▲ 10.19% ) Over time, growth will drive stock performance, but over the past year, that hasn’t been the case
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10-10
Mitigating Market Volatility: Strategic Asset Allocation via Gold & Clean Energy Infrastructure
Macroeconomic policy shifts, heightened geopolitical tensions, and persistent sticky inflation continue to induce severe cross-asset volatility. Standard balanced multi-asset portfolios have experienced increased asset-class co-movement, leaving investors vulnerable to broader systemic corrections. In this article, we would like to discuss how investors can do defensive positioning by pairing monetary-hedging real assets with structural clean energy transition. This might help to offer an effective countermeasure. 1. The Volatility Regime & Defensive Real Assets Global capital markets are operating within a structurally altered paradigm characterized by lingering inflationary pressures, elevated sovereign debt burdens, and geopolitical realignment. Equity-bond correlations have periodi
TOPThe gold plus clean energy defense makes sense, but CEG still feels underpriced for the AI power demand angle. The data center load story probably matters more than most people are pricing in
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10-10
$AMZN VERTICAL 261030 PUT 245.0/PUT 240.0$ 1️⃣ Why am I making this trade now? Bull put spread 30th Oct expiry with strike $245/240. Catching the upside momentum. The older BPS for 23rd expiry was closed on Fri and assessed the setup is still viable so opened another trade 1 week later to 30th Oct. Since the price had moved up by at least $10 between the 2 trades, I've adjusted up the stroked by a $5 higher to short put at $245 and long put 1 strike lower. Stock still a distance away from short term high so it the Q4 positive momentum market can carry the trade, then this can be profitable. 2️⃣ What’s my plan from here? take profit at around 70-90% max premium. Take
AMZN Vertical
10-10 00:04
US245.0/240.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Open | -1.13 12 | -- Holding |
TOPThat 5 dollar roll-up makes sense. I care more about IVR here though — 242.5 would give the long leg a bit more breathing room
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10-10
The stock I search for the most recently is $SpaceX(SPCX)$ ! 🚀 I am excited about its long-term potential in space exploration, Starlink satellite internet, telecommunications, and AI infrastructure. Its growing role in global connectivity makes SpaceX even more interesting to me. I already own SpaceX shares and am sitting on a paper gain. Recently, I have been watching its chart closely as it seems to be forming a higher low, potentially signaling a stronger uptrend. I am looking for a suitable entry point to add more shares without chasing the price. My next move? HOLD and ADD MORE on pullbacks! 🌌 I believe in SpaceX’s long-term vision, but patience and discipline remain key. I would rather build my position gradually and let the company’s gro
TOPThat higher low read feels shaky to me — it has mostly been chopping between 120 and 130, and Starlink profit hopes already look priced pretty full.
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10-10
🌟🌟🌟The stock I searched the most is $Alphabet(GOOGL)$ because every time the stock hits a new high, I can't help but smile since I am a shareholder of this amazing company. Google rules the modern world with a unshakeable monopoly in the global search engine. Google is also a hyperscaler with its own custom built TPUs, designed to scale the Gemini ecosystem. Then there is Google Cloud, growing into a massive juggernaut. It gives me a big dopamine hit every time I searched $Alphabet(GOOGL)$ - a great company that controls both the highway of today's information and the rocket fuel for tomorrow's AI. The legendary Peter Lynch famously said: "Buy what you know". I know Google as I use it eve
TOPCloud growing 20%+ for four straight quarters is the part people still underrate. Search prints cash, but Cloud plus TPU scale is where the multiple gets room to expand
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$ServiceNow(NOW)$ Why I Have Been DCA into ServiceNow for Three Months and Am Still Buying? I started accumulating ServiceNow(NOW) around three months ago, and I am still continuing my dollar-cost averaging (DCA) strategy today. My decision is based on my belief in the long-term potential of enterprise software and AI-driven workflow automation. Rather than trying to find the perfect entry point, I prefer to build my position gradually and give myself time to accumulate shares at different price levels. One of the main reasons I am bullish on ServiceNow is its strong position in enterprise workflow automation. Large companies rely on its platform to streamline IT services, manage operations, and improve productivity. As businesses increasingly
TOPValuation is where I get stuck here. If growth cools even a little, this multiple can compress way faster than the AI workflow story expands
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10-10
Robinhood Adds $25 Million in Bitcoin: A New Phase for Financial Platforms?
$Robinhood(HOOD)$ has reportedly added $25 million in Bitcoin (BTC) to its corporate balance sheet, marking its first disclosed corporate Bitcoin purchase. The move comes as the financial-services platform expands its blockchain infrastructure, tokenized stocks and crypto trading products. The purchase is small relative to Robinhood's size, but it raises a bigger question: Are financial platforms moving beyond facilitating crypto trades to becoming direct participants in the digital-asset ecosystem? 📌 Key Takeaways $25 million in BTC: Robinhood's first publicly disclosed corporate Bitcoin allocation, according to a senior executive. ~$100 billion market cap: The purchase is small relative to the company's overall valuation. Broader
TOPI think Robinhood’s reported $25 million Bitcoin purchase is more of a strategic signal than a major investment decision. The amount is relatively small, but it shows that Robinhood wants to strengthen its connection with the crypto ecosystem beyond simply facilitating trades. What interests me more is its expansion into blockchain infrastructure, tokenized stocks, and crypto derivatives. I believe these initiatives could create new revenue streams and strengthen customer engagement over the long term. However, adoption and profitability will matter much more than headlines or the size of its Bitcoin holdings. Personally, I would keep $Robinhood(HOOD)$ on my watchlist and monitor its business growth before making any investment decision. I am more interested in whether its digital-asset strategy can deliver sustainable earnings than in short-term Bitcoin price movements. For me, long-term business fundamentals always matter more than hype! @TigerStars @Tiger_comments @TigerClub
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10-10
💻 Goldman Sachs Turns Bullish on Palantir: Is Customized AI the Next Big Investment Opportunity?
$Goldman Sachs(GS)$ has upgraded $Palantir Technologies Inc.(PLTR)$ from Neutral to Buy, setting a reported $230 price target as it sees further growth potential in the company's AI business. The upgrade, attributed to Goldman analyst Gabriela Borges, highlights two potential growth drivers: sovereign AI and customized enterprise applications. But this isn't just another AI stock upgrade. It raises a bigger question for investors: As the AI boom expands beyond chips and data centers, which companies will capture the value of putting AI to work? 🚀 1. Beyond AI Chips: Where Could the Next Wave of Value Come From? So far, much of the AI investment story has centered on the infra
TOPI am not surprised by Goldman Sachs upgrading $Palantir Technologies Inc.(PLTR)$ to Buy with a reported $230 price target. I believe Palantir is well positioned to benefit as businesses increasingly integrate AI into real-world operations through its AIP platform. I already own PLTR and remain bullish on its long-term potential. Its ability to turn complex data into actionable insights gives it an edge in enterprise AI. However, I remain mindful of its premium valuation and the risks of high market expectations. My strategy is to HOLD patiently and look for opportunities to accumulate more shares during meaningful pullbacks. I believe in Palantir’s growth story, but discipline and valuation awareness remain essential. Conviction is important, but I will not chase blindly! @TigerEvents @TigerStars @Tiger_comments @TigerClub @Capital_Insights
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10-10
TSMC's September Sales Surge 55%: Is the AI Chip Boom Built to Last?
$Taiwan Semiconductor Manufacturing(TSM)$ reported a 54.6% year-over-year jump in September revenue, adding to evidence of strong demand across the semiconductor industry. Its third-quarter revenue also beat analysts' expectations, giving the AI chip trade another positive signal. But can this momentum continue as investors demand more than impressive sales growth? 📊 TSMC Revenue at a Glance Metric Result September revenue NT$511.86B September YoY growth 0.546 September MoM growth -0.60% Q3 revenue NT$1.494T Q3 YoY growth ~50% Q3 analyst consensus NT$1.46T Sources: TSMC's September revenue report; Reuters, October 8, 2026. $Taiwan Semiconductor Manufacturing(TSM)$'s third-qua
TOPB for me — 55.62% net margin matters more than the 55% sales pop. Q3 already cleared the high end of guidance, so this still looks like real demand, not just AI hype.