In 2026, the ONE thing I want to achieve is: grow my portfolio at a steady, consistent pace — without sudden spikes or painful drawdowns. I’m done with adrenaline investing. No chasing hype or emotional entries — just calm, disciplined growth that compounds quietly and lets me sleep well at night. I’ve experienced sharp rallies and uncomfortable pullbacks, and I’ve realized volatility impacts my mindset more than I’d like. What I want is a smoother equity curve — fewer dramatic swings and better position control. That means focusing on quality companies, proper sizing, and avoiding unnecessary high-beta exposure. My plan is simple: follow structured entries, review my portfolio weekly, trim into strength, and always respect risk management. If I finish 2026 with steady gains and lower str

My stock in focus today is $Dell Technologies Inc.(DELL)$ , after an impressive earnings report that pushed shares up about 11%. The company posted record Q4 revenue of $33.4 billion and beat EPS expectations, while guiding fiscal 2027 revenue to $138–$142 billion — well above estimates — signaling strong forward momentum. The biggest highlight is AI. Dell expects AI server revenue to jump 103% to around $50 billion in fiscal 2027, supported by over 4,000 AI server customers. With heavy AI infrastructure spending from Alphabet Inc., Microsoft Corporation, Amazon.com Inc., and Meta Platforms Inc., Dell is well positioned in this capex cycle. On top of growth, Dell raised its dividend by 20% and added $10 billion in buybacks. Compared with peers l

$Circle Internet Corp.(CRCL)$ Circle’s quarter reset the narrative for me. $770M revenue (+77% YoY), EPS $0.43 vs. $0.16 expected, and a 54% EBITDA margin prove this isn’t just a rate-spread story anymore. With USDC circulation at $75.3B and explosive on-chain volume, the 35% surge in Circle Internet Corp. looks fundamentally driven, not speculative. More importantly, Circle is evolving beyond reliance on Coinbase and positioning itself as infrastructure. Arc and its payments network show it wants to own the pipes between banks and blockchain — that’s where the long-term moat lies. As for strategy, I’m not blindly chasing after such a sharp spike, but I’m also

This week, my focus is on $SIA(C6L.SI)$ after it hit a seven-month high of S$7.19. While net profit plunged due to last year’s one-off gain, the core business actually improved. Record revenue and a 1.9% rise in passenger yield stand out to me — in a competitive environment, regaining pricing power signals real strength in SIA’s premium positioning. To me, that yield pivot is the most important indicator this quarter. Of course, risks remain. Losses from Air India and weaker cargo demand are clear drags. I see Air India more as long-term strategic pain rather than structural damage, but the timeline for improvement will be key to sentiment. At current lev

My stock in focus today is $NVIDIA(NVDA)$ , following another strong earnings beat and an impressive Q1 revenue guide of about $78 billion, well above expectations. Management reiterated that growth should continue throughout 2026, reinforcing the view that AI demand remains powerful and structural. Spending from hyperscalers like $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , and Meta is still surging, fueling AI data center expansion. Capacity concerns at TSMC appear contained, supporting near-term visibility. Competition from $Advanced Micro Devices(AMD)$

Over the past three months, I’ve seen software stocks shift from AI darlings to a full reset. The hype phase is clearly over — now the market wants proof. Even after the sentiment boost from $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ deal, investors are demanding real monetization and disciplined spending, not just AI narratives. I’m closely watching $CoreWeave, Inc.(CRWV)$ , $Salesforce.com(CRM)$ and $Snowflake(SNOW)$ . CoreWeave’s leverage and funding plans test infrastructure sustainability. Salesforce’s AI ARR shows whether customers are truly paying for

This earnings season, I’m seeing a textbook “sell-on-news” reaction from Singapore to Wall Street. Even names like JPMorgan Chase and Bank of America were punished despite solid numbers, as investors fixate on rising costs and AI spending discipline. The market is clearly demanding clean execution, not just beats. For our local banks, I see a more defensive story. DBS remains my dividend anchor after its 38% payout boost, even if provisions triggered short-term weakness. OCBC Bank stands out for its wealth management resilience and steady asset quality. Meanwhile, United Overseas Bank looks the most beaten down after heavy provisioning, making it the cheapest on valuation. If I had S$10,000 today, I’d core into $DBS(D05.SI)$ for dependable in

My stock in focus today is following its massive AI chip agreement with . A potential US$60 billion, five-year deal — with Meta able to acquire up to 10% of $Advanced Micro Devices(AMD)$ — is a strong strategic endorsement. The market reacted decisively, sending AMD up over 7% while rivals like and slipped. What stands out is the focus on inference, with Meta helping design AMD’s MI450 GPUs for real-world AI workloads like chatbots. As inference demand is expected to outgrow training, this positions AMD in a key long-term growth segment. Beyond the headline numbers, the inclusion of customized CPUs and multi-generation supply commitments shows this is a deep infrastructure partnership, not a one-off order. With hyperscalers increasingly diversif

While everyone was enjoying reunion dinners, I kept one eye on the market. This Lunar New Year, my “red envelope” came from trading $Palantir Technologies Inc.(PLTR)$ . With strength in the S&P 500 and continued AI momentum led by $NVIDIA(NVDA)$ , I saw opportunity forming instead of chasing noise. Rather than trading hype, I focused on discipline. PLTR pulled back in thin holiday liquidity, but its AI and government-commercial growth story remains intact. I added gradually into weakness, respecting volatility while positioning for a broader breakout. I may forget the festive dishes, but I won’t forget staying rational while fireworks lit up the sky. In the Year of the Horse, speed matters—but disc

Tomorrow after the close, all eyes are on $NVIDIA(NVDA)$ . Expectations are high — around $57B revenue with aggressive data center forecasts — but at ~24x forward P/E, the stock already reflects a lot of skepticism. For me, it’s less about the beat & more about whether guidance proves AI demand into 2026–2027 is still solid. Options are implying roughly a 6% move, so volatility is almost guaranteed. The “2027 anxiety” is real, especially with hyperscaler capex questions & competition from AMD. Still, Nvidia’s ecosystem and inference leadership aren’t easily replaced. If Blackwell shipments and guidance are strong, sentiment can shift quickly. Jensen’s tone on the post-Blackwell roadmap will matter just as much as the numbers. I’m picking

Today my stock in focus is $IBM(IBM)$ , after a 13% plunge sparked by concerns that Anthropic’s Claude Code could disrupt its lucrative COBOL modernization business. Since COBOL underpins critical systems in banking and government, IBM has long benefited from complex, consultant-heavy upgrades — a moat now being challenged by AI-driven automation. The market is questioning whether AI can compress projects that once took years into quarters, potentially reshaping IBM’s consulting economics. That explains the sharp repricing. However, IBM isn’t standing still. With over $12.5B in generative AI business and Watsonx already supporting COBOL refactoring, the real debate is whether IBM becomes the disruptor — or gets disrupted.

Day 3 of Chinese New Year is a stay-in day, so I chose to “set up my luck” at home. 🧧🏮 I created my own 2026 AI image: a 3D tiger wearing a red-and-gold cape, riding a galloping horse toward the future. Red lanterns hang on both sides, gold-edged couplets adorn the door, and at its feet are rising stock charts and scattered gold coins. The horse’s hooves kick up not dust, but the glow of red envelopes and tangerines (symbolizing great fortune), while fireworks light up the night sky, filling the scene with the richest festive spirit and hope. My 2026 wish: “May luck shine bright and progress stay steady; let discipline become my ‘lucky money’ and time turn persistence into compounded rewards.” 🐯🍊✨ @

Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for

The New Year is here and I’m excited to join the Screenshot Challenge! 🎉 I took a screenshot of the Tiger digital jump rope in the GIF — it caught my eye immediately. The sleek design and sporty vibe really stand out, and it perfectly matches the fresh, energetic start I’m aiming for this year. I love how it blends fitness with a bit of Tiger style. It feels like more than just a gadget — it’s a reminder to stay disciplined and consistent, especially as we step into 2026 with new goals. The digital feature makes it even cooler and more practical for tracking progress. I plan to order the digital jump rope, so I’m extra happy to see it featured. Starting the year strong, staying active, and having a little Tiger motivation along the way — that’s my 2026 game plan! 🐯✨

$Palantir Technologies Inc.(PLTR)$ I continue to DCA (Dollar-Cost Average) into PLTR during this round of massive pullback because I believe in the company's long-term fundamentals. Despite recent volatility, PLTR's core offerings in data analytics, AI-driven platforms, and government contracts remain strong. These businesses provide recurring revenue and strategic positioning that are hard for competitors to replicate, which gives me confidence that the company will continue to grow over the next several years. Another reason I keep adding is that market pullbacks create opportunities to buy at lower valuations. Instead of trying to time the market, DCA allows me to steadily accumulate shares while smoothing out price swings. Given the compa

I’m a Long-Distance Horse 🐎. I believe real wealth is built by staying in the race long enough, not by sprinting every lap. Compounding may look boring in the short term, but over time it’s the most powerful force in investing. I focus on high-conviction core holdings and let time do the heavy lifting. Instead of reacting to every market swing, I prefer businesses with strong fundamentals, durable moats, and the ability to grow steadily through cycles. That doesn’t mean I ignore opportunities — I just pace myself. In 2026, my goal is consistency over excitement, discipline over noise, and letting patience turn small advantages into long-term wins. @TigerStars @Tiger_comments

My dark horse for 2026 is $Ondas Holdings Inc.(ONDS)$ 🐎 It’s still largely under the radar, but the company sits right at the intersection of industrial wireless networks, critical infrastructure, and defense-grade communications. As governments and enterprises accelerate spending on secure, private networks for rail, energy, and drones, ONDS has a clear niche with high switching costs. After a long period of consolidation and re-rating pain, expectations are low — which is exactly what makes it interesting. If execution improves and contracts continue to land, 2026 could be the year the market finally recognizes it as a true dark horse rather than a speculati

I got “Good Luck” 🐎✨ — zero problems, 100 happiness. Honestly, that already feels like the best kind of fortune for 2026. No unnecessary drama, no random obstacles, just a smooth road ahead where things fall into place naturally. This year, I’m manifesting peace of mind + steady wins — in work, in investing, and in life. If good luck really means making the right decisions at the right time, then I’m all in. Sometimes the biggest upgrade isn’t instant riches, but clarity, balance, and confidence moving forward. Wishing everyone a Horse Year where effort meets timing and luck shows up exactly when needed. Let’s make 2026 a year where good things compound — just like a well-managed portfolio at Tiger Brokers 🐯✨ @TigerStars

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to build my SOXL position through a DCA (Dollar-Cost Averaging) approach because it keeps my decision-making disciplined in an otherwise emotional market. Semiconductor stocks are notoriously volatile, and trying to time perfect entries often leads to hesitation or regret. By investing at regular intervals, I remove short-term noise from the equation and allow time—rather than prediction—to work in my favor. Another key reason is my long-term conviction in the semiconductor cycle itself. AI, cloud computing, autonomous systems, and data-center expansion are not short-lived trends; they are structural drivers that will likely play out over many years. While SOXL amplifies both ups

From my perspective, this swing from “AI-phoria” to “AI-phobia” feels more like a valuation reset than the end of the bull market. AI isn’t going away, but timelines are being repriced. The rotation into names like $Wal-Mart(WMT)$ & $Coca-Cola(KO)$ tells me the market is favoring certainty and cash flow over big narratives for now. That doesn’t mean tech is finished. What’s breaking is the belief that mega-cap tech can rise endlessly without scrutiny. Stocks like Microsoft, Amazon, and Meta now need to prove AI spending can translate into profits. I’ve trimmed some stretched positions, but I’m holding quality platforms