@DiAngel:I have not been updating with photos from Germany, Swiss or Italy as vacation started off badly.  1. Frankfurt train delayed by 1.5hrs after SQ flight arrived ahead of schedule 1940hr on 20Sept. 2. Mother had a fracture femur in SG (21Sept) while I was sleeping in Germany - 1hr after I went to bed. when I on my mobile at Germany time 6am, 20+ messages. 2 options given by A&E doc : either bed ridden or surgery if her health permits as she is 88 y o. [Bless]  successful Surgery the next morning. 🙏[Bless]  3. I overpaid for mother's hospitalisation policy. i paid CPF MA deduction to insurance company. 🤦‍♀️😓 called insurance company and they will refund via paynow. 4. Chengdu F2F meeting on 26-27Nov. Told boss I will not attend n they can proceed without me. Maybe the earlie

@Shyon:September showed me how differently the market can move. Technology and AI stayed strong, while the Dow, small caps and many traditional sectors came under pressure. For me, the key takeaway is weaker market breadth, so I am staying selective rather than chasing strength. Heading into October, I will watch AI and semiconductor earnings, especially $Micron Technology(MU)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . At the same time, Treasury yields, oil prices, inflation and Fed policy remain important risks. The key question is whether strong AI-driven earnings can offset a higher cost of capital. For my portfolio, I am staying focused on my longer-term AI and semiconductor positions while remaining

@koolgal:🌟The clean energy landscape has just disrupted into a green firestorm.  Is this the dawn of a massive, AI fueled power revolution or are we just watching another high octane speculative bubble? The truth is that industry level demand is undeniably real.  Big Tech's bottleneck isn't chips anymore.  It is electricity.  $Bloom Energy Corp(BE)$ is fundamentally different compared to its peers. Bloom's huge USD 25 billion financing partnership with Brookfield Asset Management & critical data center deployments for giants like Oracle prove this isn't just a conceptual story.  The grid is locked & Bloom provides a deployable off grid solution right now. However the daily momentum is wildly overheated.  When companies

@Shyon:September was definitely a roller coaster for me. 📈🎢😅 I rode some of the rallies, but also watched a few positions pull back sharply along the way. I stayed patient and focused on my longer-term positions instead of chasing every move. There were some gains, some paper losses, and plenty of moments where I had to remind myself to stick to my plan. My three emojis for September: 🧘📊💎 — Stay calm, trust the process, and keep investing with discipline. @Tiger_comments @TigerStars @TigerClub

@Shyon:I am leaning toward B: 100K–200K jobs. The labor market still looks resilient, but I think hiring is gradually cooling rather than accelerating. With August payrolls at 162K and unemployment at 4.1%, a moderate slowdown in September would not surprise me. For markets, I think Treasury yields could move first if payrolls come in clearly above expectations. A strong jobs number could push investors to price in a higher chance of another Fed hike, lifting yields and supporting the dollar. That could create some pressure on growth stocks and gold, even though stronger employment is positive for the economy. For my own positioning, I would rather avoid chasing the initial move. I will watch the combination of payrolls, wage growth, unemployment and revisions before making any major decision. F

@Aqa:🌕🪭🥮🏮🏮🪴🐇Happy Mid Autumn Festival to all my Tiger friends. May the haze please disappear. Let’s see a clear and beautiful moon. To the moon! 😊🚀🚀🚀 @TigerEvents @1PC @icycrystal @Shyon

@Shyon:For me, the most interesting call is definitely $CoreWeave, Inc.(CRWV)$ . Rothschild & Co Redburn at $54 versus JPMorgan at $125 shows how divided Wall Street is on AI infrastructure. I am bullish long term, but I also see the risks from high capital requirements, valuation and execution. I would rather build gradually than chase a rally. $Microsoft(MSFT)$ is another upgrade I find interesting. Azure, enterprise AI adoption and its broader ecosystem give Microsoft multiple ways to monetize AI. Still, I would watch valuation closely because even strong companies can pull back when expectations get too high. For my

@koolgal:🌟🌟🌟For the past 2 years, the investing world acted like the AI revolution began and ended with high powered microchips.  We fell all over ourselves to buy the shovels - the silicon, the fabricators, the packaging plants. But nobody stopped to ask a basic question: How are we going to plug these monsters in? Enter $Bloom Energy Corp(BE)$ with its huge 8.27% surge.  Selling the electricity has officially become sexier than selling the hardware. There is no denying that Bloom's eye watering vertical climb has priced in a lot of perfection.  But don't lose sight of the reality.  This isn't a speculative software.  Bloom's immediate onsite power generation is being deployed by hyper scalers like Oracle & Intel who cannot af