@Shyon:$ServiceNow(NOW)$ ServiceNow ($NOW) has recently gone through a meaningful pullback, followed by a rebound that has started to restore some investor confidence. For me, however, the volatility does not change the long-term thesis. I continue to DCA because I see the pullback as an opportunity to accumulate a high-quality enterprise software company at a more attractive valuation rather than trying to perfectly time the bottom. The recent weakness was partly driven by concerns over the broader SaaS sector and expectations for a softer second half, but ServiceNow's underlying business remains strong. The biggest reason I remain bullish is the company's ability to turn AI from a buzzword into real enterprise spending. In Q2 2026, ServiceNow gener
💾 SNDK Surges 14%, AMAT Falls Despite Beating Estimates. SNDK jumped 13.7% after unveiling long‑term targets: revenue CAGR mid‑teens, ~80% gross margin, & multi‑year contracts covering ~⅔ of shipments by FY2028. That narrative upgrade lifted WDC & MU too. Meanwhile, COHR, Cisco & AMAT all beat expectations but still fell — proof that at record highs, the market only rewards positive surprises.🐯 My pick: A. SNDK — long‑term agreements + HBF could reshape storage earnings.[Cool]@JC888 @Barcode @Aqa
@Tiger_comments:SNDK Surges 14%, AMAT Falls Despite Beating Estimates: At Record Highs, the Market Only Rewards Posi
Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa
@Marktomarket:Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From
🪙SGX Just Had a Record Year — Now 50 IPOs Could Be Coming. FY2026 was stellar: net revenue +13.9% to S$1.48B, net profit +7.8% to S$698M, dividends up 52% to 57¢/share. The IPO pipeline looks stronger, with tech & healthcare names joining REITs. But 60% of recent listings trade below offer price, showing weak post‑debut performance.🐯 My take: this feels like a short‑term rally. SGX needs IPO winners to prove the revival is real.[Sad]@JC888 @Barcode @Aqa @DiAngel
@SGX_Stars:🪙 SGX Just Had a Record Year — Now 50 IPOs Could Be Coming
💰If I Had $1 Million to Invest Today, my portfolio will be: NVDA $300K (my biggest weight — AI leader). DBS, UOB, OCBC, Google $150K each (finance + global tech balance). Gold $100K (my non‑stock anchor for stability).🚫 One thing I won’t buy: bonds — not attractive enough for me right now.🐯 My heaviest bet is NVIDIA, while bonds stay off the menu.[Miser]@JC888 @Barcode @Aqa @DiAngel @Shyon
@TigerEvents:[Tiger Friday] If You Had $1 Million to Invest Today…
@koolgal:🌟🌟🌟Should we chase the high on $Micron Technology(MU)$ or wait for the pullback? Chase the high: The FOMO rocket strategy. If the AI bottleneck has shifted from compute to storage, Micron isn't overvalued. It is just getting started. AI cannot think without memory & Micron holds the key to the physical vault. If you wait for a pullback that never comes, you will be left behind on Earth watching the stock march to a USD 1.5 trillion valuation. Wait for Pullback: Memory fabrication plants take years to build but supply always catches up eventually. Waiting for a healthy 10% to 15% consolidation isn't being a coward. It is being a disciplined investor waiting for the right entry point. The Verdict: The st
@Shyon:I think the 2026 midterms could create some short-term volatility, especially with inflation and cost-of-living pressure still weighing on voters. However, I don’t see this as a reason to turn bearish. Political uncertainty usually fades after the election, and markets have historically performed better in the following months. Apple’s move to strengthen its Washington team also makes sense to me. With tariffs, regulation and supply-chain policy becoming more important, experienced government-relations leadership is a sensible hedge. Still, I think $Apple(AAPL)$ needs stronger earnings catalysts rather than relying on political developments. Personally, I’m staying invested and would use any election-driven pullback to accumulate quality companie
@Aqa:$Coca-Cola(KO)$ is the ‘must include’ staple stock for everyone‘s personal portfolios. Together with $Apple(AAPL)$, they are a safety moat bringing stable cash flow with safety margin because these trusty companies have quality management. On top of it all, simplicity is the key word when choosing which company for one’s investment portfolio. Always choose stocks that characterize long-term compounding over short-term explosion. A good investment portfolio is one that is simple, understandable businesses with moats that can weather cycles. Thanks @TigerObserver @1PC
@Aqa:If Tiger drop me $1 Million, it will go to: $300000 $SPDR S&P 500 ETF Trust(SPY)$ is my safety moat. $200000 $NVIDIA(NVDA)$ King of all stock now! $200000 donations to charitable organizations for good karma. $200000 cash for medical and rainy days. $100000 cash for good life with family & friends! 🍺🍺 @Tiger_comments @TigerStars
@koolgal:🌟🌟🌟Poking the Bear has become Wall Street's favourite sport. Michael Burry of Big Short Fame is back in action. He is aggressively shorting the semiconductor stocks including $Micron Technology(MU)$ . Meanwhile Micron has achieved 7 consecutive EPS beats, logged in an 84.6% GAAP gross margin & its near term supply of HBMs has been sold out till 2027. For the moment, Burry's short portfolio is bleeding heavily into a loss position as the momentum train completely ignores him. Do You Trim the Warehouse or Ride The Weekend? If you are holding highly leveraged single stock positions or trading on heavy margins at these highs, it is best to reduce the warehouse. Capex is hitting record highs. Selling a sliver of your winner
@Shyon:For me, I would rather DCA into the $S&P 500(.SPX)$ than chase $Reddit(RDDT)$ index-inclusion pop. The 11% surge is largely driven by mechanical buying, not a sudden improvement in the company’s fundamentals. These inclusion rallies can be attractive short-term trades, but I wouldn’t treat them as a reliable long-term strategy. I like the S&P 500 because it essentially does the stock-picking for me, continuously replacing weaker companies with stronger ones. The diversification also makes it much easier for me to stay invested through different market cycles without worrying about any single company. I still p
@koolgal:🌟🌟🌟Is the Optics drop a Golden Pit or a Valuation Overdraft? Both $Lumentum(LITE)$ & $COHERENT(COHR)$ have just dropped phenomenal earnings reports, completely obliterating Wall Street expectations. But instead of celebrating, both stocks dropped post earnings. The Golden Pit Short Term Washing: This pullback is a gift from the financial gods - a classic textbook Sell the News shakeout. It is meant to transfer shares from panicked short term traders into the hands of disciplined investors. The Valuation Overdraft Warning: Investors have bid LITE & COHR to mythical multiples ahead of reports, pricing in absolute perfection for the next 3 years. It is a high Ca
@koolgal:🌟🌟🌟Despite posting record revenue of USD 234 million (up 62%) & a massive USD 2.36 billion backlog, $Rocket Lab USA, Inc.(RKLB)$ dropped 7% because CEO Peter Beck admitted that Neutron rocket liftoff may shift to 2027. Peter Beck's sudden caution is a great example of a good CEO who trades short term hype for long term structural survival. He does not want to see Neutron turn into an accidental firework display on live TV. I would vote to stay the course and not sell as Rocket Lab has a USD 2.36 billion order book. It has literally more customers than it can handle. Rocket Lab has also signed a blockbuster deal to acquire Iridium to build a vertically integrated space powerhouse. When Neutron finally flies, Rocket Lab will