🌟🌟🌟Optoelectronic Integrated Circuits is the new arms race.  This is the frontier where photonics meets silicon.  Lasers replace copper.  Bandwidth scales without melting servers & latency drops to near zero. Companies that master this are the ones who can integrate lasers, modulators, detectors & drivers into a single chip.  These are the companies who will own the next decade of AI infrastructure. This is not a "nice to have".  This is survival. Nvidia $NVIDIA(NVDA)$ is bleeding right now with its share price dropping like a rock to the bottom of the ocean.  But in optical communications?  Nvidia is not just participating.  It is building the future. Nvidia is investing in optical interconnects f

🌟🌟🌟If I can only pick 1, I would choose A: Space X because Star link is the ultimate moat.    I am choosing Space X because it practically owns the sky, prints recurring revenue and  has zero real competitors.    Space X is also the company that powers global communications and executes well like a machine. Space X: Its moat is orbital. The upside is interplanetary and its story is generational.  Because if I am going all in, I might as well pick the one that can literally leave Earth. If Space X IPOs, it won't just be a stock.  Space X will be a global infrastructure play wrapped in a Sci Fi narrative. @Tiger_SG @Tiger_comments

I choose A: The AI & Semi Valuation Purge - A Healthy Reset.  This selloff looks more like a valuation purge than a structural collapse. AI & Semiconductors have been priced for perfection for months. Software multiples stretched.   Anything with AI automation got a premium. Anthropic drops new legal work flow automation tools.  Suddenly the market realises that AI isn't just enabling software.  It is competing with it.  That's enough to trigger a sentiment shock, not a structural trend reversal. This is what a healthy reset looks like: Excess froth gets burnt off.  Momentum traders exit.  Funds rebalance.  Strong companies get cheaper.  Weak companies get exposed. Beneath the chaos, opportunities are quietly starting to brew. Why

🌟🌟🌟There are market shocks you forget in a week and then there are the ones that remain in your memory.  April 2025 was one of those.  When the tariff announcement blindsided global markets, we watched nearly USD 1 Trillion evaporate in a single session.  Tech collapsed.  Semiconductors cratered.  Investors ran for exits like the floor was on fire. Fast forward to today and the deja vu is unmistakable.  6 straight sessions of software selling.  USD 830 billion erased since January 28.  A sector down from its October highs.  Anthropic unveils new automation tools for legal work flows and suddenly the entire software universe trades like its margins just got rewritten. A Goldman tracked software index plunges 6%.  The Nasdaq 100 sheds US

🌟🌟🌟Being a dividend focused investor, I like $Valero(VLO)$ .  Valero isn't a glamorous tech stock .  It doesn't promise moonshots or hype.  What it offers is something far rarer in a chaotic world: cash flow discipline , operational excellence & leverage to geopolitical shocks. With tensions rising in Iran, Valero sits in a uniquely advantaged position. Valero has been one of the strongest performing refiners over the past few years.  Refiners tend to outperform when oil prices rise due to geopolitical risk, supply disruptions and global fuel demand stays firm. Valero has benefited from all these factors. Valero is one of the lowest cost refiners in the US.  It exports heavily to regions affected by supply tightness.&

🌟🌟🌟 $Amazon.com(AMZN)$ finds itself caught in the Bullwhip Shadow.  This is the sting of over ordering inventory.  In 2026 it is the fear of over ordering data centers. The Capex Binge: Amazon is expected to increase capex exceeding USD 150 billion.  After Google was punished for its USD 175 B+ forecast, investors are concerned that Amazon is overspending in Capex. CEO Andy Jassy needs to prove that the massive billions being spent on AI infrastructure are actually hitting the bottom line now, not in 2028. Amazon must deliver in 3 areas: AWS needs to show growth of 21% or higher.  Anything less, the AI laggard label returns with a vengeance. The Margin Magic: Analysts are looking for EPS of USD 1.97.  If the Bullwhip effe

🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234. The market is witnessing a brutal show me moment for Big Tech.  While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. Google's earnings report showed that it is benefiting from its long term AI integration.  However the cost is substantial. The Harvest: Google Cloud increased 48% as AI workloads grew.  It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises. The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending. The

🌟🌟🌟Gold never moves in straight lines & right now it is trading inside a pressure cooker of geopolitics, liquidity shifts and fear premium. My pick is B - Flat to slightly up USD 4800 to 5000. Why? Geopolitical tension is already priced in.  The Trump Iran rhetoric has pushed gold sharply higher but markets tend to pause after the first fear spike.  The safe haven bid stays alive but the panic premium cools. Liquidity stays supportive.  With US deficits ballooning and bond yields struggling to stay positive, Gold has support. Momentum is stretched.  After a strong run, Gold often consolidates as traders take profit and funds rebalance. In short , you have Gold holding its gains, maybe nudges higher but doesn't yet have the catalyst for a clean breakout above USD 50

🌟🌟🌟If you are bullish on $Alphabet(GOOG)$ but want a discount, a Cash Secured Put is a good options strategy. The Set Up: Sell a put at a strike price slightly below the current price. Collect premium. If the stock dips, you get assigned at a cheaper level. If it does not , you pocket the premium. Why it works for Google: Google rarely collapses post earnings unless something catastrophic happens.  Its fundamentals are fortress level.  Selling puts lets you monetise that stability. This is a strategy that says "I love you Alphabet but I would love you even more at a 3 to 5% discount." @Tiger_comments @Tiger_SG

🌟🌟🌟Walmart $Wal-Mart(WMT)$ recent ascent to USD 1 trillion market capitalisation, proves that in an age of digitalisation, physical scale  is the ultimate superpower. No Agentic AI can replicate the sheer physical grit of 5,000 stores or the complex machinery of global fulfilment. By using its massive footprint into high velocity AI hubs & a high margin advertising juggernaut, Walmart has successfully shed its old retail skin to become a tech powered titan. Walmart isn't just selling groceries anymore.  It is selling an automated hyper efficient future where logistics is the new software. While the SaaS sector may tremble, Walmart's trillion dollar milestone is an achievement that the late great Sam Walton, Founder would be proud of

🌟🌟🌟The market is currently witnessing a fundamental shift as the traditional software sector faces a decoupling from the new AI driven economy. Mid tier companies like AppLovin and Unity are struggling against the "death loop" created by generative AI tools like Anthropic's Claude.  Claude is increasingly automating mid level knowledge workflows.  The reasoning is that if  a software only automates a workflow that an AI agent can do it for free, the business model is walking the plank. However $Palantir Technologies Inc.(PLTR)$ is gaining traction because it isn't just a tool.  Palantir  is the operating system for the AI era.  While others are being replaced by AI, Palantir's AIP or Artificial Intelligence Platform

🌟🌟🌟My answer is B) Keppel $Keppel(BN4.SI)$ - Keppel has officially traded its hard hat for a silicon cape & the market is absolutely loving in!  By pivoting from traditional assets into a high octane AI infrastructure powerhouse, Keppel is rewriting its entire DNA.  With the Bifrost subsea cable narrative acting as a massive digital tailwind, Keppel is primed for a major re rating. Keppel isn't just a Buy.  It is a front row seat to the future of Singapore's digital economy & the bulls are already charging!😍😍😍🐂🐂🐂🌈🌈🌈💰💰💰 @Tiger_SG @Tiger_comments @TigerStars </

🌟🌟🌟I am most bullish on AI & Semiconductors because this isn't a theme anymore.  It is the bloodstream of the entire global economy.  Every industry - Finance, Healthcare, EVs, Defence , Consumer Tech - runs on silicon & compute. 2026 is shaping up to be the year where: AI models get bigger, hungrier & more expensive. Data centers explode in capacity. Chip supply chains tighten. Companies that build the picks & shovels of this AI Gold Rush become the winners. This is the one sector where demand isn't just strong. It is insatiable. Let's be honest - AI & semiconductors are the only sector where companies can say "We are raising Capex by another USD20 billion" & investors say "Great job". If every other sector tries that, the market faints like a Victorian

🌟🌟🌟The market has been behaving like a kid with ADHD lately - bouncing off the walls one day, & sulking the next day.  But amid this chaos, $Alphabet(GOOG)$ is reporting its Q4 26 earnings on Feb 4. Google Cloud is the centerpiece this quarter. Investors want to see whether AI workloads - Gemini integration, enterprise adoption and TPU powered training are showing up as visible revenue acceleration. If Cloud growth ticks up, Alphabet 's recent re rating looks justified.  If Cloud growth stalls, the market may throw a tantrum. This is the moment where AI hype must become AI dollars. Search is still the profit engine.  But AI answers cost more to serve & competition is louder than ever. Can Gemini defend margins while keepin

🌟🌟🌟AMD $Advanced Micro Devices(AMD)$ is currently experiencing a post earnings volatility crush.  Despite reporting record revenue of USD 10.3 billion and beating EPS estimates at USD 1.53, AMD shares fell 5.75% in the after hours trading due to a projected revenue decline for Q1 2026. For those traders who believe in Lisa Su's 55% gross margin guidance and server CPU sell out through 2026 will lead to a swift rebound , a Bull Call Spread is more effective than buying outright  calls during a volatility crush. Set Up: Buy a USD 230 Call and sell a USD 250 call.  This caps your upside but significantly lowers your break even point. @Tiger_comments