283
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10-21 14:07
$Meta Platforms, Inc.(META)$
TOPsnipey: AI momentum is real, but a capex path from 130-145B to over 230B makes the payback window the whole story. Markets do not wait forever
674
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10-21 11:55
Meta vs Tesla: Two AI Giants, Two Very Different Paths to Growth
The market is approaching another important earnings test, and two of the biggest names in the AI investment story are in the spotlight. On Tuesday, the S&P 500 rose 0.28% to 7,712.57, while QQQ slipped 0.10% to $717.63. Netflix then fell more than 5% after hours following disappointing Q4 revenue guidance, reminding investors that even established technology companies can face pressure when expectations are high. Now attention turns to Meta and Tesla, both reporting after the market close. These companies represent two very different approaches to AI. Meta is using AI to strengthen an advertising business that already generates substantial revenue. Tesla is pursuing a broader transformation that could extend from electric vehicles into autonomous driving, robotaxis and robotics. Both
TOPB for me. Meta prints cash, but Optimus is the real long-tail variable here — ads just do not have that ceiling if embodied AI actually scales
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10-15
Why Singapore's Macro Shock Is Your Dividend Golden Ticket
🌟🌟🌟 Singapore's Q3 2026 GDP grew by a surprising 5.4% year on year, easily beating the 5% that economists predicted. But before you go ordering an extra plate of satay to celebrate, let's look at the speedometer: we have officially slowed down from the roaring 6.2% growth we enjoyed in Q2. Think of our economy like a top of the line sports car. We are still zooming down the ECP but we have shifted down a gear because the initial boost from the AI infrastructure wave is starting to normalise. The MAS pulled off a classic plot twist. 17 out of 20 institutional economists believed that MAS would tighten the monetary policy on Wednesday 14 October by steepening the SGD NEER slope. Instead MAS kept the monetary policy unchanged, hitting the pause button after 2 rou
TOPPause helps NIM pressure a bit, but NPL trends matter more. For the 3 banks this dip still looks more like a yield sale than a warning
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10-21 06:55
Investing Series 101: Spotlight on Next 5 Undervalued Hong Kong SDRs
🌟🌟🌟Welcome back to my SGX Singapore Depository Receipts (SDR) Series Part 3. The ability to trade massive overseas powerhouses in bite sized SGD lots inside our Tiger Brokers App is an absolute game changer. This is especially relevant during market turbulence. In part 2, I covered the Top 5 undervalued Hong Kong SDRs. In this article, I will cover another 5 deeply undervalued Hong Kong SDRs that are trading at a serious discount. 1. $CATL HK SDR 30to1(HCCD.SI)$ - The Global Battery King It is impossible to talk about the future of energy without Contemporary Amperex Technology Co. Ltd (CATL). As the world's undisputed king of lithium ion battery manufacturing, CATL serves as the l
TOPCATL at this level looks like panic pricing, not broken fundamentals. The EV penetration runway is still the part I care about most
391
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10-21 11:58
Nvidia GTC Berlin: The Next AI Rally Needs More Than a Keynote 🚀
$NVIDIA(NVDA)$ is back in the spotlight, but this time the question is bigger than whether Jensen Huang can deliver another exciting presentation. Nvidia fell 0.29% on Tuesday to $216.47 as investors looked ahead to GTC Berlin, running from October 20 to 22. Huang’s keynote is expected to cover accelerated computing, AI infrastructure, open-source models, AI agents and physical AI. These are important areas for the next stage of AI development. However, after a powerful run in AI-related stocks, investors are increasingly asking a different question: How much of the future growth is already reflected in today’s share prices? I think that is the real issue facing Nvidia. 💡 1. The AI Story Is Expanding Beyond Chatbots The first phase of the AI
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10-21 12:36
$ParkwayLife Reit(C2PU.SI)$ ParkwayLife Reit - She is gaining strength likely to rise up to test 4.05 and above. Yield is about 4.35% which is quite a decent yield level. Yearly dividend is about 17.54 cents. Pls dyodd. Chart wise, a nice breakout of 4.05 with ease we may see her rising up further towards 4.26 - 4.22. PLife REIT Advances Growth in Francewith €38.8 Million Nursing Home Acquisition • DPU-accretive acquisition of three nursing homes located in Marseille and Velaux, southern France • Transaction in a sale & leaseback arrangement, where DomusVi will continue to operate the nursing homes • New 12-year leases providing long-term income stability and visibility • Deepens PLife REIT’s presence in its third key market an
TOPDPU uplift looks underpriced here, and that 12-year lease is the sticky part. Leverage only moving from 33.8% to 35.3% feels pretty clean
287
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10-21 12:57
Atlas Arteria proportional toll revenue falls 0.4%
Full story: https://grafa.com/en/news/australia/atlas-arteria-proportional-toll-revenue-falls-0-4 Proportional toll revenue dropped 0.4% in Q3 2026, excluding foreign exchange movements. Reported toll revenue fell 8.9% due to adverse foreign exchange rate fluctuations. Proposed French tax law changes could add €210 million in costs for APRR. Atlas Arteria (ASX:ALX) reported a 0.4% drop in proportional toll revenue excluding foreign exchange movements for Q3 2026. The revenue change compares to the prior corresponding period, while reported proportional toll revenue declined 8.9% due to foreign exchange movements. Higher fuel prices in France negatively impacted light vehicle traffic, contrasting with positive traffic growth across US and German assets. The French government proposed a draf
TOPCore traffic still looks resilient though - US and German assets grew, and the 0.4% drop ex FX is hardly a broken thesis
275
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10-21 13:00
Northern Star reports higher costs and lower output
Full story: https://grafa.com/en/news/australia/northern-star-reports-higher-costs-and-lower-output Northern Star Resources reported a lower gold output of nearly 364,000 ounces alongside a 20% cost increase to $3,217 per ounce for the September quarter. The operational update coincides with an uninvited takeover approach from Gold Fields, which previously valued the Australian miner at nearly $39 billion. Northern Star stated that the cost increases stemmed from integrating its new $1.8 billion mill at the Kalgoorlie Consolidated Gold Mines operations. Northern Star Resources (ASX:NST) posted a quarterly gold production drop of roughly 19% to nearly 364,000 ounces while its all-in sustaining costs rose 20% to $3,217 per ounce. The latest quarterly figures followed an uninvited takeover pr
TOPCost spike looks transitional to me — 1.50 to 1.65Moz guidance staying intact matters more than one messy quarter
437
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10-21 13:07
My vote: D, down 5%-10%. Netflix remains a strong business, but earnings reactions are often about expectations rather than whether the company is doing well. With the market already pricing in continued subscriber, advertising and margin growth, weaker-than-expected guidance could outweigh a solid quarter. If I owned $Netflix(NFLX)$, I would hold rather than buy more ahead of earnings. I would want to see whether advertising growth, operating margins and future revenue guidance justify the valuation before adding. Netflix can still deliver strong long-term growth, but at elevated expectations, even a small disappointment can produce a surprisingly large reaction. My prediction: good business, demanding expectations, -5% to -10% af
TOPI think this one beats. Ad growth and margins can re-accelerate, and that matters more than a cautious guide.
640
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10-21 13:52
I think the AI, satellite and automotive ecosystem could create significant long-term synergies, but I would choose option ③: the exchange ratio and shareholder dilution matter most. $SpaceX(SPCX)$ AI revenue growth is impressive, yet its enormous capital expenditure raises questions about how sustainable that growth will be. As a Tesla investor, I see potential in combining FSD, Robotaxi, Optimus, energy storage, Starlink and AI computing. However, strategic synergies do not automatically translate into shareholder value. The valuation of both companies and the terms of any merger would determine whether Tesla shareholders truly benefit. I would remain optimistic but cautious until the details become clearer. For me, the key is wh
TOPCapex is the moat here, not the red flag. If FSD, Starlink and AI compute really converge, dilution matters less than cash flow scale 🚀
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10-21 11:14
[10.12–10.18]🏆 Weekly Review | Markets Under Pressure, Nearly US$58K Realised Across Three Stocks
In a week when many participants recorded profits from options, all three entries shown on the Prestige champion’s profit list were stocks—and all belonged to the same industry segment. Young investor topped the Prestige leaderboard with a weekly time-weighted return of 14.90%. What trading ideas might connect PSX, MPC and VLO? $Phillips 66(PSX)$ $Marathon Petroleum(MPC)$ $Valero(VLO)$ Quick recap of last week's rankings: Prestige Top 3: 🥇@Young investor, 🥈 @TheRealKal , 🥉 @NicolasSoo<
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10-21 13:44
Coffee Chats by Trade to Win — Event Highlights | 19 Oct
On 19 October, 38 participants gathered for Coffee Chats by Trade to Win to explore trading strategies, risk management and trader psychology through speaker sessions and group discussions. A. US Market and AI Outlook by James James shared his outlook for US equity and bond markets, examining the relationship between AI capital expenditure, long-term Treasury yields and equity valuations. He also discussed potential risks in the AI industry, including debt financing and excess infrastructure capacity. Amid the enthusiasm for AI, he emphasised the importance of assessing companies’ cash flow, balance sheets and profitability, rather than making investment decisions based solely on popular themes. B. Options Strategies and Risk Management by Mr Quek Drawing on his own options trading experie
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10-21 11:44
$SPX Relief Rally Fading? Next Move Could Be Lower
The latest setups point to downside risk for equities, with $S&P 500(.SPX)$ potentially running out of room to rally while oil continues to push higher. Here’s what I’m watching. 👇 📉 $SPX — Relief Rally May Be Over Five waves down. Three waves up. That’s a bearish structure, suggesting the relief rally could be nearing its end. 🎯 Key levels to watch: 7,616: Equal lows and the first downside target September low: The next potential target if support gives way Even if we see more upside first, daily resistance could cap the move. The bias? Lower, unless price action proves otherwise. ✅ The Previous $SPX Low Call The low was called at 8:59 AM, with an ABC move into the target. The setup combined: Higher-timeframe candle sweep Bullish divergence A
954
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10-21 12:40
[Wednesday This or That] Perfect Entry or Perfect Exit? 🎯
If you could have one trading superpower, which would you choose? 🅰️ Perfect Entry: Always buy at the absolute bottom. No more buying the dip only to watch it dip again. 🅱️ Perfect Exit: Always sell at the absolute top. No more selling too early and watching a stock take off. Bonus question: What's your best (or worst) attempt at timing the market? Drop A or B below and tell us why 👇 for a chance to win some Tiger Coins [Allin][Allin] Rewards are limited, so get in early![USD][USD]. $SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ $NASDAQ(.IXIC)$
TOPI would choose B. Perfect exit! Buying too high may affect returns, but if a good stock continues to rise over a long period of time, selling too early may also cause you to miss out on significant profits. My investment principle is: you don't need to sell at the highest point. As long as the company's fundamentals are sound, you can consider holding it for the long term to allow profits to continue to grow. I would rather earn long-term gains than guess the highs and lows of the market every day. You can also remember: buying at the lowest point is luck, and making money in the long run depends on discipline.
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10-21 11:37
While US CPI Was Firmer Than Expected, Warsh Signalled Patience; AI Selloff Weighed on Asian Tech Equities 【 CSOP SG Weekly 】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.70%* Over the course of the last week, US Treasury yields retraced to new highs on Wednesday following a firm CPI report, but reversed lower as AI equity valuation concerns and Fed officials' commentary tempered rate-hike expectations. Warsh said on Friday that “the world has broadly conformed to our expectations” since the last FOMC meeting in September. Looking ahead, pre-October FOMC blackout period begins, limiting policymaker commentary, while data calendar is also relatively light. As of Friday, markets largely priced in a hold in October and a 25bp hike in December. * 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: -10.41% As of 16 Oct 2026,
TOPThat -10.41% YTD on SRT looks more like leverage and weak rent growth than just rates, so this bottom still feels early
337
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10-20
$TENCENT(00700)$
961
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10-21 00:29
$LLY 20261106 1110.0 PUT$ how much longer will LLY stay above 1200?
410
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10-21 05:46
$KVYO RISK_REVERSAL 280121 CALL 17.5/PUT 15.0$ Klaviyo (KVYO) is a US-listed B2C CRM / marketing-automation software company (NYSE, listed 2023-09-20, ~2,368 employees, Boston). It serves 193,000+ businesses through its data platform and launched a unified B2C CRM suite in early 2025. Latest price USD 19.55 (+11.59% on 2026-10-21, on elevated volume ratio 2.92), market cap roughly USD 5.5bn at ~285M shares. Revenue has compounded steadily at roughly 26% YoY with a stable ~72–73% gross margin. The most recent reported quarter (2026Q2, filed 2026-08-05) beat consensus revenue of 362.1M by ~8.5M (+2.3% surprise), and EPS came in at 0.19 vs 0.191 expected — essentially in line. Geographic mix (2026Q2): Americas 233.3M (62.9%), EMEA 98.4M (26.6
TOPCash flow and the balance sheet look clean, but 51.3M of SBC in one quarter is doing a lot of the work here. That dilution gap matters more than the headline beat
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10-21 11:31
SpaceX AI Revenue Surges 830%—And a Tesla Merger Is on the Table: Ecosystem or Capex?
SpaceX delivered a blowout third-quarter report. Revenue reached $14.58 billion, up 161% year over year, while net income came in at $4.4 billion versus a $1.1 billion loss a year earlier. Shares jumped about 8% in after-hours trading. The biggest surprise was not rockets or Starlink. SpaceX’s Super Intelligence segment generated $7.56 billion in revenue, up 830% year over year. It has now surpassed Connectivity to become the company’s largest business. AI infrastructure, cloud services, Grok and Cursor are rapidly changing what SpaceX represents to investors. (SpaceX earnings release) During the earnings call, Elon Musk added another major catalyst: He said combining Tesla and SpaceX would be “a good idea.” Both companies have formed special committees to discuss a potential transaction,
TOP③ The exchange ratio and shareholder dilution matter most. A Tesla-SpaceX merger could create an ambitious AI ecosystem, combining satellite connectivity, computing infrastructure, autonomous vehicles, robotics and energy storage. But synergies do not automatically translate into shareholder returns. SpaceX's $7.56 billion in quarterly AI revenue is impressive, yet its $19.59 billion in capex highlights the enormous cost of expansion. Investors must distinguish revenue growth from sustainable cash generation. The key question is how much Tesla shareholders must pay for SpaceX's growth. An unfavorable exchange ratio could dilute their interests, even if the combined company becomes more powerful. My view:The merger could unlock long-term value, but valuation discipline comes first. I would rather see a fair deal with transparent financials than an AI narrative that leaves existing shareholders carrying disproportionate costs. @Tiger_comments [捂嘴]
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10-21 10:21
New SMIC call warrant as stock approaches critical 52-week low
$SMIC(00981)$ shares listed on the Hong Kong Exchange has lost 16% this month alone, taking its decline from its May 2026 peak of HKD 93 to a jaw-dropping -45% With its close at HKD 51.20 yesterday, the stock is now trading just 3% above its 52-week low of HKD 49.32 on 30 Mar 2026 The RSI, which fell below 30 on Oct 13 (oversold signal), has remained depressed According to Bloomberg, the stock has historically risen an average of 25% in the 20 days following such signals across 4 occurrences in the past 12 months SMIC's share price rout this month follows the souring sentiment in AI shares, as reflected in the share price plunge of a data centre infrastructure company Elice which tumbled as much as 38% in its IPO debut on the Korean KOSDAQ exchan