Everyone knows NVIDIA. But what happens when the biggest challenge in AI is no longer just computing power, but finding enough electricity, cooling and infrastructure to keep everything running? That is where I think investors should start looking next. The AI boom is creating opportunities across several industries, and some of the most interesting companies operate behind the scenes. Here are 6 stocks worth watching beyond the usual chipmakers. ⚡ 1. Constellation Energy ($CEG) — The Power Producers AI data centres need reliable electricity around the clock. Constellation operates nuclear power plants that can provide consistent, low-carbon electricity. Its long-term power agreements highlight how technology companies are looking for dependable energy supplies. 🔌 2. GE Vernova ($GEV) — Th

A company announces record revenue. Analysts upgrade their forecasts. The stock gets attention. But there is one number I think deserves more attention than it usually receives: the number of shares outstanding. Here is why. Imagine a company generates $100 million in annual profit and has 100 million shares outstanding. That works out to $1 in earnings per share. Now imagine its profit grows to $120 million. Sounds great, right? But during the same period, the company issues another 50 million shares to fund acquisitions, compensate employees or raise capital. Its earnings per share fall to just $0.80. The business is making 20% more profit, yet each share represents a smaller portion of that profit than before. This is the part of investing that can get lost when everyone focuses on reve

The AI boom is entering a new phase. The biggest question is no longer just how many people use AI, but how much businesses are willing to pay for it. OpenAI is reportedly targeting $70 billion or more in annualised revenue by the end of 2026, driven largely by growth in its enterprise business. Reports put its annualised revenue at approximately $50 billion at the end of September, making the year-end target an ambitious goal rather than an achieved result. That is a significant development for the AI industry. It also raises an interesting question for stock investors: if AI companies are generating revenue at this scale, which publicly traded businesses stand to benefit most? My attention is on three names: Microsoft, Nvidia and Oracle. Each plays a different role in the AI ecosystem, a

🌟🌟🌟The barrier to entry for $Venture(V03.SI)$  Singapore's premier technology hardware company has finally been broken.  Thanks to the SGX slashing its minimum board lot size from 100 shares down to just 10 shares, everyday investors are no longer priced out of this elite counter. According to a fresh report from Bloomberg, the SGX has been buzzing with unprecedented activity since Monday 5 October 2026 as the 10 shares lot rule quickly becomes incredibly popular.  It gives investors the ultimate flexible pass to co-own Venture Corporation, one of the most vital technology giants in South East Asia. The Venture Story: Genesis of a Singapore Tech Giant To truly appreciate the foundation of what you ar

$DBS(D05.SI)$   . 🏦 DBS Bank Beginner Guide — Part 3 Why Buying DBS With Just 10 Shares Changes the Game for Beginners One of the biggest changes for Singapore investors happens today, 5 October 2026. For the first time, I can buy DBS in a standard board lot of just 10 shares. This is a major change for beginner investors like me. Previously, the standard board lot for many SGX shares was 100 shares. That meant that if a high-quality Singapore blue-chip stock traded at a relatively high share price, buying one standard lot could require several thousand dollars. Now, SGX has introduced a new board-lot structure. For eligible shares priced above S$10 and up to S$100, the standard board lot becomes 10 shares. Fo

🌟🌟🌟In a massive win for every day retail investors, the SGX has officially slashed its minimum board lot size from 100 shares to just 10 shares for 11 of its most premium, high priced blue chip counters.  By shrinking the lot size to 10 shares, SGX has effectively democratised wealth building.  Investors with modest budgets can now buy a bite sized piece of Singapore's multi billion dollar economic pillars.  No company exemplifies this newly unlocked opportunity better than Jardine Matheson Holdings $JMH USD(J36.SI)$ .  It is the legendary crown jewel of Asian conglomerates. Spotlight on Jardine Matheson: A Scottish Empire Founded in 1832 in Guangzhou China  For nearly 2 centuries, the inner workings of Jardin

The market keeps pushing higher, but I think there is an important question investors should be asking right now: How much of the rally is coming from the market itself, and how much is coming from a handful of big names? The Nasdaq recently reached another record close, while the Dow was much more subdued. On the surface, that looks like a healthy market continuing to move higher. But underneath the headline numbers, the picture is more complicated. A small group of large companies has become increasingly important to the direction of the major indexes. When those companies are strong, the indexes can keep climbing even if many other stocks are struggling. That creates an interesting situation for investors. The index can look stronger than the average stock When we hear that the Nasdaq h

Investing can look complicated from the outside. There are charts, earnings reports, interest rates, economic data, analyst upgrades, price targets, dividends, ETFs, market caps and endless opinions about what stocks will rise next. But good investing does not have to be complicated. At its core, investing is about putting your money into assets that you believe can grow in value or generate income over time. The difficult part is understanding what you are buying, what could go wrong, and whether the price you are paying makes sense. Here are some of the investment concepts that every investor should understand — explained in simple terms. 1. What does it mean to own a stock? When you buy a share of a company, you are buying a small piece of that business. If you buy 1 share of Apple, Nvi

🥇 Part 1: My Gold Wheel Strategy — Selling Cash-Secured Puts and Covered Calls on Gold 🐶 My Options Puppy Approach to Gold 🐶 I have always liked the idea of using options not only to speculate, but also to generate income while waiting to own an asset at a price I am comfortable with. For gold, one of the instruments I can use for this strategy is the iShares Gold Trust, or IAU. Instead of simply buying IAU and waiting for the price to rise, I can use the Wheel Strategy to potentially collect option premium along the way. 💰 My basic idea is simple: sell a cash-secured put when I am willing to buy IAU, and if I eventually get assigned the shares, sell covered calls while I hold them. If the shares are called away, I can potentially start the process again by selling another cash-secured put

🌟🌟🌟The landscape of wealth building in Singapore has officially been rewritten.  Starting today, Monday 5 October 2026, the Singapore Exchange has finally vaporised the financial barrier that locked every day investors out of Singapore's premium stocks.  There is one stock that stands as the ultimate hidden champion of this 10 shares revolution: $Haw Par(H02.SI)$   Haw Par Is More Than Just Tiger Balm Haw Par is a legendary homegrown multi national conglomerate.  It owns the absolute global jewel of traditional consumer healthcare:  the world famous Tiger Balm brand.  From its humble beginnings, Haw Par has scaled Tiger Balm into an international household name, selling ointments, patches and creams across more

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ So equities remain bullish going into start of October. Traditionally, last quarter of the year is a bear market. So will they succumb to tradition? or will it continue to shoot for the moon and break new highs? Big companies are seen as better investments as compared to upcoming hyped AI names such as Anthropic and OpenAI. I do agree with this as big companies have brand influence, better capital allocation and diversified revenue pathways. So as much as I enjoy and appreciate AI founding companies, I will not look to own any stocks until it proven its enormous forward valuations. The key is to diversify. Diversity allows you to ride the waves

There’s always another stock moving. A breakout. A dip. A new analyst upgrade. A headline claiming the “next big opportunity.” The difficult part isn’t finding something to buy. It’s knowing when not to trade. A stock can be a great company and still be a bad entry. A stock can fall 20% and still be expensive. A stock can rally 30% and still have momentum. And a stock can look incredibly attractive simply because it has already fallen. That’s why I think good trading starts with a simple question: What would make me change my mind? Before entering a position, I want to know what I’m actually betting on — the earnings, valuation, momentum, catalyst, or a combination of these. I also want to know what would invalidate the idea. Without that, it’s easy to turn a trade into a long-term investm

Markets can change quickly. One day momentum stocks are running. The next, traders are rotating into defensives, commodities or smaller names that suddenly catch volume. That’s what makes trading interesting — there’s rarely just one opportunity. 📈 What I’m watching: • Stocks showing unusual volume • Breakouts with strong momentum • Pullbacks that could offer better entries • Stocks holding support despite market weakness • Names where sentiment is starting to shift I’m less interested in chasing a stock simply because it’s already running. For me, the more interesting setup is finding a stock before the crowd fully notices it. Volume is often one of the first clues. When price starts moving alongside a meaningful increase in volume, it can signal that something has changed — whether that’

🌟🌟🌟Imagine walking into a bakery with SGD 100 in your pocket, desperate to buy the perfect pastry.  You could spend all your money on a single, shiny chocolate croissant.  But what if the baker burnt the bottom or what if the recipe changed tomorrow?  If that one pastry fails, your entire breakfast is ruined.  That is exactly what it is like buying a single company's stock. Instead of gambling your hard earned cash on one single flavour, smart investors buy the "Grand Sampler Pack".  This is a magical box containing a tiny, perfect bite of every single pastry in the shop. In the financial world this box is called an Index Exchange Traded Fund or more popularly known as Index ETF. For Singapore based investors, especially those who are new to the market, you can buy

Gold Below $4,200: Is This a Correction — or a Break in the Old Gold Narrative? [暗中观察]  Gold has finally cracked below the $4,200 level. COMEX gold settled around $4,133.70/oz on October 2, extending its decline for a second consecutive week. After reaching a record high above $5,300 earlier this year, gold has now pulled back by more than 20%. At first glance, this looks like a classic profit-taking correction. But the bigger story is more interesting. Gold is now being tested by several forces at the same time: higher Treasury yields, a stronger U.S. dollar, renewed inflation concerns, oil prices and changing Federal Reserve expectations. And that creates an important question: Has gold simply become too expensive — or is the market finally challenging the assumptions behind it

The S&P 500 Is Calm. The Market Beneath It Is Not. Why a 5% Treasury yield, collapsing breadth and AI concentration could be the real story of Q4 For investors looking only at the headline index, the U.S. stock market still looks remarkably healthy. The S&P 500 remains within roughly 2% of its August record high. The Nasdaq continues to hold up. AI-related mega-cap technology stocks are still attracting capital, and fresh earnings from companies such as Micron have once again demonstrated that the AI investment cycle is producing very real revenue and profit growth. But beneath that surface, something much less comfortable is happening. The market is increasingly behaving like two completely different markets at the same time. One market consists of the mega-cap technology and AI c

$Cipher Mining Inc.(CIFR)$    Why I Pick Cipher Digital (CIFR) Over the Competition 1️⃣ When looking across the public digital infrastructure landscape—from pure-play Bitcoin miners to legacy hosting facilities—Cipher Digital (CIFR) stands out because of its fundamental, structural moat.  While many competitors rushed to buy un-interconnected land or exposed themselves to spot power volatility, CIFR secured long-term, fixed-rate Power Purchase Agreements (PPAs) early on . Operating with power costs anchored around 2.7–3.0¢/kWh gives them a durable baseline that preserves operating cash flow even during crypto bear cycles. Equally important is their power-first land control in ERCOT. Grid access is the

🌟🌟🌟The financial world woke up to absolute chaos on Friday and the Singapore Exchange $SGX(S68.SI)$  took a brutal, jaw dropping 7.16% hit, violently dropping from its previous close down to SGD 20.99.  For short term, emotionally driven traders, it felt like the sky was falling.  But for sharp long term investors looking to build a massive FIRE passive income machine, Friday's sudden flash crash is nothing short of an absolute gift from the market gods! When a high moat, monopoly business drops over 7% in a single day, you don't panic.  You lick your chops, pull up your Tiger Brokers $Tiger Brokers(TIGR)$  App and prepare to buy the dip. Why SGX F

$老虎证券(TIGR)$ i still consider, because UP Fintech Holding (TIGR.US) : A Contrarian Opportunity Amid Regulatory Headwinds? As of the morning of September 29, 2026, shares of UP Fintech Holding Ltd (TIGR.US)—the parent company of Tiger Brokers—closed at $4.65 in the prior regular session on September 28, up 0.22% from the previous day, and were last quoted at $4.64 in pre-market trading.12 With a market capitalization of approximately $836 million and a price-to-earnings (TTM) ratio of just 7.12, the stock appears inexpensive by conventional metrics.1 Yet the steep decline from its 52-week high of $11.35 to a 52-week low of $4.00 tells a more complicated story.1 This article examines Tiger Brokers' stock from multiple angles—market performance, fin