Nvidia's $95B Supply Chain Bet: Inside a Record-Breaking Quarter Global AI chip titan $NVIDIA(NVDA)$   released its highly anticipated FY26Q4 earnings after the bell, delivering financial metrics that crushed expectations across the board. Management provided guidance that soared past market consensus, yet the stock dipped in after-hours trading as investors stuck to the "sell-the-news" pattern seen in recent quarters.  Let's unpack the true quality of this print. Three Things to Watch Networking Revenue Smashes the $10B Mark Early; NVLink Unlocks a New Growth Vector Nvidia's networking revenue hit $10.98 billion this quarter, up 263% year-over-year. This milestone breaches the $10 billion mark two qua

CoreWeave 4Q25 Preview: Execution is the Only Catalyst That Matters Now – CoreWeave is scheduled to report earnings on Thursday, February 26, after the market close. – The most important number to watch is active power. – Options traders see an expected move of +/- 19% on earnings. $CoreWeave, Inc.(CRWV)$   heads into 4Q25 with fewer headline distractions than earlier in the year. In Q2 and Q3, investors were flooded with upbeat intra-quarter updates such as large deals, contracted power, capital raises, and M&A, which diluted the earnings print as a standalone catalyst. Q4 has been quieter, so the earnings day itself has a better chance of carrying the narrative.  That quieter newsflow comes with a higher bar. The stock has tra

Circle Q4 Earnings: Circle beats, sparking inflows; institutions bet on crypto's real-world adoption $Circle Internet Corp.(CRCL)$   , the issuer of the USDC stablecoin, delivered stellar results for the fourth quarter (Q4) of 2025. The report highlighted the company's business resilience and directly drove a 35.47% surge in CRCL shares on February 25, 2026, triggering a broad-based rebound across the crypto sector.  This phenomenon reflects traditional capital's validation of cryptocurrency in real-world scenarios, such as cross-border payments, DeFi (on-chain finance), and institutional settlement. Financial Highlights: Significant Growth in Circulation and Volume Circle's Q4 report demonstrated USDC's stability amidst market vola

I think the good news is already priced in and Air India's losses are "temporary growing pains". For future SIA’s "High-Price Strategy" might not work out due to competitive pressure.  $SIA(C6L.SI)$ no doubt will be one of my targets.

If I had S$10,000 in cash right now, I would be all in $DBS Group Holdings(D05.SI)$ no need to think or doubt. [USD] [USD] [USD] [USD]

My choice will be  A — valuation looks cheap now; expecting a breakout after earnings.

Replying to @Universe宇宙:Cash is money in the tangible form of currency, such as banknotes and coins. Banknotes and coins of various currencies. Next: H (hold)//@Universe宇宙:Valium picnic - A non-trading day on an exchange or market holiday. Next: Cash

Tiger riding straight into a bull market! Wish all my Tiger friends Heng, Ong, Huat! [Call] [USD] [666]

My New Year trade is $GoPro(GPRO)$ Trying to buy in low and hope for a miracle to recover from my loss [LOL] [Facepalm] [Spurting]

total 16 tigers!

I think I had the best of Horse Year Fortune  (luck) which I need to help me recover from my loss [LOL] [Facepalm] I wish I could have zero problems and 100% happiness same as the picture. Come join me and look out for your fortune. @koolgal @Aqa @rL @LMSunshine @melson @SR050321 @Fenger1188 @HelenJanet

Microsoft, Robinhood, Arista Networks, Pinterest See Higher Short Volume Microsoft, $Robinhood(HOOD)$  , $Arista Networks(ANET)$  , $Pinterest, Inc.(PINS)$   and $Grab Holdings(GRAB)$   saw their short volume rise Friday amid a continued tech slump that was fueled by fears that the widening adoption of artificial intelligence are making it easier for users to replace existing software.  Trading in borrowed $Microsoft (MSFT.US)$ shares that were sold short edged hig

Palantir's 37% Slump From ATH Boosts Appeal of Put Options as Insurance $Palantir Technologies Inc.(PLTR)$  's 37% share slump from its all-time high reached in November has spurred increased trading in put options that could shield investors from further losses.  The total volume on put options that give their holder the right to sell Palantir shares were about 1.09X the volume on call options which give their holders the right to buy the shares. That put-call ratio is higher than the average of 0.74 over the past year.  Put options volume totaled 294,100 contracts Tuesday. While that's down from 443,974 put options Friday, it's still higher than the total call options volume of 269,310 contracts, acc

I plan to be a long-distance horse but end up compounding loss not profit [LOL] [Facepalm] This new year I would like to change my strategic plan to a steady horse, focus on dividend and consistent return. [Serious]

Google VS Amazon, I would pick Google because it is more likely to hit a new all-time high compared to Amazon. ( Google got more productivity and benefits from AI than Amazon)

I chose C. Both going up 🚀🚀🚀🚀🚀🚀

Google Q4 13F Holdings: Standing Pat on Space, Exiting Biotech As of December 31, 2025, $Alphabet(GOOG)$  's (Google's parent company) investment portfolio had a total market value of approximately $2.58 billion, up 7.05% from $2.41 billion in Q3. The portfolio holds 37 positions, with the top 10 holdings accounting for 92.81% of total assets, indicating a highly concentrated investment strategy. $AST SpaceMobile, Inc.(ASTS)$   remains the top holding. The portfolio displayed a unique "passive appreciation, active retreat" feature in Q4 2025 — core space holdings saw explosive stock price gains pushing portfolio value to new high

I don't switch cars for the moment. Just stick with it. I believe in long-term investment. For the next 10years, AI will still of an important part of the future development.

Netflix Heads for Rebound; Nvidia Sees Higher Short Volume $Netflix(NFLX)$  's stock gained 1.4% Friday, as the streaming giant sought to stage a rebound after a surge in trading in borrowed shares that were sold short fueled the slump to its lowest level since 2024. Short volume jumped to 7.82 million shares Thursday, from 3.97 million shares a day earlier, as the stock fell 4.72%. Yesterday, activist investor Ancora Holdings reportedly urged the board of $Warner Bros. Discovery(WBD)$   to reject the offer by $Netflix (NFLX.US)$ and reconsider a rival bid by $Paramount Skydance Corp(PSKY)$ <