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10-20 07:23
Investing 101 Series: Spotlight on Hong Kong SDRs - 5 Undervalued SDRs To Consider Buying
🌟🌟🌟 Let's be honest: looking at recent performance, the Hong Kong market requires a strong stomach and a large box of tissues. The Hang Seng Index has felt less like a sophisticated financial hub and more like a malfunctioning elevator. Between macroeconomic jitters and international investors sitting on their hands, Hong Kong equities have taken a huge structural beating. But as any veteran investor will tell you, a depressed market is exactly where generational wealth is built. When everyone else is panicking, the bargain bins open up. Welcome to Investing 101: The SDR Series Part 2. Today's spotlight is on the high octane, deeply discounted world of Hong Kong SDRs. Thanks to Singapore Depository Receipts (SDRs), you can load up on Hong Kong's most resilient mega
TOPwobee: HBND stands out to me here, the yield is the real cushion when panic selling hits. In this tape, getting paid to wait beats chasing a rebound
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10-20 09:11
Here's the VARA AI Fund and Their "Diversification"
Last week showed you why diversifying across themes is so important. That's why hedge fund deleveraging was so big. Most funds just had 20+ pure AI names and called that "diversification". Here's the most important themes: 1. Brazil / $iShares MSCI Brazil ETF(EWZ)$ -> $Nu Holdings Ltd.(NU)$ -> $MercadoLibre(MELI)$ -> $Vale SA(VALE)$ 2. Crypto / $Bitcoin(BTC.USD.CC)$ -> $Coinbase Global, Inc.(COIN)$ ->
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10-20 09:34
Why Do Hospitals Buy Biodegradable Medical Consumables? What Does AJJ’s Contract Cover?
$AJJ Medtech(584.SI)$ A small disposable item may be used across a hospital every day. At institutional scale, changing its material is more than a sustainability choice: procurement must also consider product suitability and dependable supply. AJJ Medtech disclosed an approximately S$3 million contract to supply biodegradable medical consumables to a network of Singapore healthcare institutions. The initial term began on 1 June 2026 and runs for two years, with an option to extend for another two. The announcement identifies the product category, not an item-by-item supply list. Using its internal model, AJJ estimates the contract could avoid more than 600 tonnes of fossil-based CO₂ emissions annually. That is an estimate, not a me
TOPThis matters more than the contract size. Once a public healthcare network writes biodegradable consumables into procurement, the category standard gets a lot stickier.
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10-20 04:08
$FXI 20261127 33.0 PUT$ Set up a cash secured put for income. Shall monitor and close in a few weeks.
FXI PUT
10-19 22:38
US20261127 33.0
| Side | Price | Realized P&L |
|---|---|---|
| Sell Open | 0.56 | -38.39% Holding |
TOP33 strike with 0.56 premium looks decent, theta into late November should do the heavy lifting.
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10-20 09:38
Oct 21 morning call 📊 Beginner’s Guide: Netflix, SpaceX and KeyCorp Earnings — How These Three Catalysts Could Move Their Shares and the Nasdaq-100 (QQQ) Share Link
Options Puppy | Earnings Season Special | 20 October 2026 🐶 1. Why I Pay Attention to Earnings Season When I look at an earnings calendar, I do not just see three companies preparing to announce their financial results. I see three potential catalysts that could change investors’ expectations, move individual share prices and influence market sentiment. In the earnings calendar you shared, the three companies are: 1. Netflix (NFLX) Entertainment and streaming Investors will focus on subscriber growth, advertising revenue, pricing power and operating margins. 2. SpaceX (SPCX on your calendar) Space launches and satellite communications The key questions concern launch demand, Starlink revenue, capital expenditure and profitability. The SPCX symbol shown in your screenshot should be verified
TOPFor QQQ, these reports are more about short term sentiment than direction. I care way more about the biggest weights, and that 61% IV percentile says reactions could get messy fast
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10-20 09:15
Ondas’ Defense Roll-Up, Nebius GPU Squeeze, Tesla’s $20T Bull Case & SpaceX’s Cost Collapse
Welcome to today’s deep-dive roundup. We’re unpacking four signals the market may be underestimating: Ondas Holdings’ 18-month push to become an emerging defense prime through acquisitions—and the dilution risk that now puts the spotlight on organic growth; Nebius’s B200 GPU spot pricing more than tripling in seven days and what that could mean for its year-end ARR target; Cathie Wood’s 2031 Tesla bull case of $5,000 per share and a $20T market cap built on robotaxi and Optimus scale; and SpaceX’s projected ~70% drop in launch costs to $354/kg by 2031. Which of these has the biggest implications for 2026—and which one is getting the most hype versus real execution? Let’s dig in. 1 THE $Ondas Holdings Inc.(ONDS)$ OFFICIAL DEEP-DIVE
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10-20 09:04
AAOI, ASTS, QQQ, PLTR& TSLA Suffer the Interim Pain
Hello everyone! Today i want to share some technical analysis with you! 1 $Palantir Technologies Inc.(PLTR)$ back like nothing happened... 2 There's more than one engine driving Tesla's growth... $Tesla Motors(TSLA)$ 3 Hold on tight 😬 $Applied Optoelectronics(AAOI)$ 4 $Invesco QQQ(QQQ)$ hanging on by a thread at its point of control... Options traders want blood 🩸 5 Capitulation: Found. $AST SpaceMobile, Inc.(ASTS)$ 🚀 Follow me to learn more about analysis!!
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10-19 22:48
Nice recovery for AI and Semis stock. Moving forward, AI is around us and won't go away anytime soon. Everyone i know around me are either using or subscribing to one AI or another. But there will be a day when the hype dies down...but that day is not today, not this year, not next year (before March). Enjoy the green candles and stay safe, fellow investors. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Philadelphia Semiconductor Index(SOX)$ $iShares Semiconductor ETF(SOXX)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$
TOPH100 demand still looks tight into next Q1, so this run probably has more legs. CoWoS capacity is the bottleneck I care about most 👀
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10-20 00:34
Waiting for confirmation after the October selloff The 16 October close reminded me that one strong rebound is not enough to confirm a market low. Thursday’s recovery had made a washout bottom look plausible, but Friday’s selling put that idea back under pressure. My takeaway is to stay flexible: a promising explanation still needs price to support it. These are my planning reflections, not a record of orders or fills. What interested me most was the difference between the headline indices and the average stock. Technology weighed heavily on the broad market, while the equal-weight S&P 500 held up better over the week. That distinction matters to me. A weak index does not mean every sector is equally weak, but strength elsewhere does not automatically make the market safe to buy. Semic
TOPGDX bouncing off the lows matters, but I care more about how it acts on the next market dip. That is the cleaner test of whether the defensive bid is actually back.
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10-20 07:03
🇸🇬 DBS vs OCBC vs UOB: Which Singapore Bank Has the Strongest Earnings Engine?
Higher interest rates are often seen as good news for banks. But what happens when lending margins come under pressure? Singapore’s three major banks have built strong franchises, paid substantial dividends and benefited from Asia’s growing wealth management market. However, changing interest rates are creating a different challenge: maintaining profitability when traditional lending income faces pressure. Recent second-quarter results show how the banks are responding. All three reported higher year-on-year profits, supported by wealth management and other non-interest income, even as net interest margins came under pressure.  Let’s look beyond the headline profits and compare their business models, growth opportunities and risks. 🥇 1. $D05.SI — DBS: Can Diversified Income Keep Driving G
TOPDividend sustainability matters most to me. DBS and UOB feel steadier on payout history, but OCBC’s capital strength could leave more room for future upside there
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10-19 17:24
$PLTR 20261120 250.0 CALL$ closed this position...wait to enter again.
405
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10-19 17:54
$Taiwan Semiconductor Manufacturing(TSM)$ do you think can start average down now?
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10-19 20:00
$JMSEA(C07.SI)$ will not hope much further till don't know when
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10-19 21:48
$SOXS 20261106 30.0 PUT$ Close for profit
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10-19 22:40
$NVDA 20261127 250.0 CALL$ covered call exited to book 50%
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10-20 00:09
$OCBC Bank(O39.SI)$ slowly waiting for it to go back up. will add again when it goes down more definitely.
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10-20 09:07
TRADE PLAN for Tuesday 📈
Hello everyone! Today i want to share some option strategies with you! $S&P 500(.SPX)$ and $Invesco QQQ(QQQ)$ faded from the highs today. Most likely we'll see another consolidation day before $Meta Platforms, Inc.(META)$ earnings on Wednesday. I would tread lightly until AFTER FOMC on Oct 28th. $S&P 500(.SPX)$ needs to base above 7700 and $Invesco QQQ(QQQ)$ above 727 to look more bullish this month. If we see another flush in the market, $
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10-20 06:39
$NEBIUS(NBIS)$ Is this stock a buy now? My take: Cautiously bullish, but I wouldn’t go all-in. Nebius Group (NASDAQ: NBIS) is one of the more interesting ways to invest in the AI infrastructure boom. It provides GPU computing capacity and cloud services for AI workloads. My verdict as of October 20, 2026: NBIS is worth considering for a long-term growth portfolio, but the upcoming earnings report makes the timing tricky. The stock has recently pulled back significantly, which could create an opportunity. However, its enormous infrastructure spending and demanding valuation mean that a cheaper share price doesn’t automatically make it a bargain. 1. What’s happening with NBIS right now? According to the latest market data available, NBIS close
TOPCautiously bearish here — not a buy for me at $170 if valuation confidence is only moderate to low and NBIS still carries roughly a 50% EV/EBITDA premium. Cash flow has to catch up first.
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10-20 06:42
$Vanguard Total Stock Market ETF(VTI)$ why I want to take VTi seriously? I take VTI seriously because it solves a different investment problem from buying individual stocks like NBIS. With NBIS, you’re betting that one company will execute exceptionally well in the AI infrastructure market. With VTI, you’re betting that American businesses, collectively, will continue creating value over the long term. Neither is automatically better. It depends on whether your priority is maximising potential returns or building wealth reliably over time. 1. What exactly are you buying with VTI? The Vanguard Total Stock Market ETF (VTI) gives you exposure to approximately the entire investable US stock market through one investment. According to Vanguard’s l
TOPThe diversification point is fair, but market-cap weighting still means you are implicitly predicting the biggest names stay dominant. Equal weight might be the cleaner case if valuation concentration is the real risk.