BTS

    • BTSBTS
      ·02-13 01:34
      Fell more than 3%

      🎁 Bet on Coinbase Stock Movement and Win Tiger Coins!

      @Daily_Discussion
      Hi,Tigers: The earnings call livestream from $Coinbase Global, Inc.(COIN)$ is coming soon! 👉 Want to watch today's livestream? Click here to register now! Coinbase 2025Q4 Earnings Conference Call 🎁🎁🎁What do you think will happen to $Coinbase Global, Inc.(COIN)$ today? Vote on this post to bet on the stock's price and win a share of 300 Tiger Coins! Comments and reposts are welcome to participate! Share your unique insights!💬 Catch up fast:These events rocked the markets today. More Ne
      🎁 Bet on Coinbase Stock Movement and Win Tiger Coins!
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    • BTSBTS
      ·02-11
      $Keppel(BN4.SI)$  $SGX(S68.SI)$   The latest SG earnings season has delivered a tale of two blue chips, with Keppel (BN4) hitting a 12-year high on strong results, while SGX (S68) saw a share price pullback despite record revenue, prompting an analysis of how to navigate these mixed signals in the short and medium term BN4 reached a 12-year high, driven by diversified growth and AI-powered data center demand, raising the question of whether the stock has already priced in the "Piyush Gupta effect" or if overvaluation risks are mounting after the rally S68 posted record revenue from robust trading volumes and higher listing fees, but the share price dip presents a potential entry po

      Earnings Review: Keppel Hit a 12-Year High While SGX Slipped, How to Trade?

      @Tiger_SG
      This week, two earnings were out with mixed results. $Keppel(BN4.SI)$ surged 6%, reaching a 12-year high, while $SGX(S68.SI)$ despite posting its strongest half-year results ever — saw its share price dip 0.6%. Both delivered solid performance, so why did the market react so differently? Keppel: surprising numbers, dividends and super CEO announcement 1. Strong fundamentals Net profit in the second half rose 27.2%, bringing full-year earnings to S$1.1 billion. Its infrastructure and connectivity segments performed exceptionally well, aligning perfectly with the current AI data-center boom. 2. Attractive dividends Total dividend for the year reached S$0.47, including a special payout. In today’s enviro
      Earnings Review: Keppel Hit a 12-Year High While SGX Slipped, How to Trade?
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    • BTSBTS
      ·02-10
      While AI competition makes capex spending unavoidable, the primary challenge remains successful monetization; Microsoft (MSFT) stands out as the most bullish pick among cloud providers for those seeking a recovery play, Apple (AAPL) offers solid stability and consistent growth with its asset-light AI strategy, and Amazon (AMZN) presents a fundamentally strong opportunity to bottom-fish for a potential rebound after its massive drop

      Mag 7 Capex Recap: Apple Defies Trend! What's Your Pick?

      @Tiger_comments
      This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a "domino effect" across the board: $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%. $Microsoft(MSFT)$ : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level.
      Mag 7 Capex Recap: Apple Defies Trend! What's Your Pick?
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    • BTSBTS
      ·02-10
      $Apple(AAPL)$  $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Meta Platforms, Inc.(META)$   The recent earnings season highlights a strategic divide among the Magnificent Seven, Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Tesla (TSLA), and NVIDIA (NVDA), as the "Cloud Titans" accelerate infrastructure spending while AAPL pursues an asset-light AI model, fueling two prevailing narratives The Cloud Provider Logic (AMZN, GOOG, MSFT) : Capex is driven by rising B2B cloud demand, building a

      Mag 7 Capex Recap: Apple Defies Trend! What's Your Pick?

      @Tiger_comments
      This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a "domino effect" across the board: $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%. $Microsoft(MSFT)$ : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level.
      Mag 7 Capex Recap: Apple Defies Trend! What's Your Pick?
      162Comment
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    • BTSBTS
      ·02-10
      (A) The AI & Semi "Valuation Purge" Seen as a healthy reset, the recent pullback is viewed as a cooling of valuations, offering a rare entry point into the backbone of the AI economy, rather than signaling a collapse of the technology itself

      Market Crashes Across the Board: Would You Buy the Dip?

      @Tiger_comments
      This week, the U.S. stock market has been nothing short of gruesome—a literal bloodbath and a frantic stampede. The Fear & Greed Index has now officially retreated into "Fear" territory. After a massive run-up, capital is fleeing the sector. $SanDisk Corp.(SNDK)$ plunged 15.95%, $Western Digital(WDC)$ dropped 7%, and $Micron Technology(MU)$ fell over 9%. $NVIDIA(NVDA)$ fell over 3%, marking a four-day losing streak with a cumulative loss of nearly 10%. AppLovin tanked over 16%, leading a broader retreat in AI application software. $Bitcoin(BTC.USD.CC)$ slid below $70,000,
      Market Crashes Across the Board: Would You Buy the Dip?
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    • BTSBTS
      ·02-10
      With market crashes across the board, the debate over whether to "buy the dip" now centers on three distinct investor outlooks。。。 The AI & Semi "Valuation Purge" : This is a healthy reset; the recent pullback is viewed as a correction, and opportunities are brewing for long-term investors in AI, machine learning, and semiconductors A Structural Trend Reversal : It's the start of a longer decline; rising interest rates and economic slowdowns signal a prolonged bear market, indicating that it is far too early to buy the dip in overvalued sectors Defensive Pivot : Avoid tech entirely; focus on recession-proof industries like healthcare and utilities, stick to consumer staples and defensive sectors, which offer stability and resilience amid economic uncertainty The market consensus is

      Market Crashes Across the Board: Would You Buy the Dip?

      @Tiger_comments
      This week, the U.S. stock market has been nothing short of gruesome—a literal bloodbath and a frantic stampede. The Fear & Greed Index has now officially retreated into "Fear" territory. After a massive run-up, capital is fleeing the sector. $SanDisk Corp.(SNDK)$ plunged 15.95%, $Western Digital(WDC)$ dropped 7%, and $Micron Technology(MU)$ fell over 9%. $NVIDIA(NVDA)$ fell over 3%, marking a four-day losing streak with a cumulative loss of nearly 10%. AppLovin tanked over 16%, leading a broader retreat in AI application software. $Bitcoin(BTC.USD.CC)$ slid below $70,000,
      Market Crashes Across the Board: Would You Buy the Dip?
      2972
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    • BTSBTS
      ·02-09
      The beginning of the end for software stocks seems unlikely, with the current volatility more likely an overreaction that creates a buying opportunity for companies with strong AI foundations

      Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?

      @Tiger_comments
      Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So
      Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?
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    • BTSBTS
      ·02-09
      $Wal-Mart(WMT)$  $Microsoft(MSFT)$  $Palantir Technologies Inc.(PLTR)$   The recent market action marks a historic apex, where the real economy begins harvesting AI gains once reserved for tech creators With Walmart (WMT) becoming the first traditional retailer to hit a $1 trillion market cap while software stocks crash, the market stands at a crossroad, signaling a pivot where operational AI integration is now valued as highly as software innovation。。。 Investors now bet that real-world AI users offer more upside than software sellers, fearing that AI-automated coding will erode traditional SaaS pricing power and competitive moats Whi

      Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?

      @Tiger_comments
      Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So
      Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?
      6562
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    • BTSBTS
      ·02-09
      (A) Breakout to $60+! Wealth management growth will shock the market; the rally continues

      DBS Earnings Preview: Can DBS Break $60 Next Week?

      @Tiger_SG
      The "Alpha" of Singapore banking, $DBS(D05.SI)$, is set to release its full-year 2025 and Q4 results on Monday, Feb 9. With the stock currently hovering near the $60 psychological barrier after a massive 2025 rally, all eyes are on whether this report will provide the momentum for a breakout. Market consensus: Annual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%). Q4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%). Total Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth). 🕒 2025 Performance Recap: The Banking Trio's Great Divide Before looking ahead, let’s review how the three local giants diverged in 2025—a key factor driving current market sentiment: DBS surged 28%. Fueled by
      DBS Earnings Preview: Can DBS Break $60 Next Week?
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    • BTSBTS
      ·02-09
      $DBS(D05.SI)$   Heading into the week of 09 February 2026, with the stock currently hovering near the $60 psychological barrier after a massive 2025 rally, all eyes are on DBS (D05) whether the upcoming report will provide the momentum for a breakout and sustain its bullish trajectory。。。 If management announces a special dividend, a larger-than-expected quarterly payout to reflect capital strength, or reports strong growth in wealth management, this could trigger a breakout above $60; such drive, if sustained, may push the stock past that level within the first hour of trading Conversely, results that merely meet dividend expectations could spark a "sell on news" event, as some investors may choose to lock in profits following the

      DBS Earnings Preview: Can DBS Break $60 Next Week?

      @Tiger_SG
      The "Alpha" of Singapore banking, $DBS(D05.SI)$, is set to release its full-year 2025 and Q4 results on Monday, Feb 9. With the stock currently hovering near the $60 psychological barrier after a massive 2025 rally, all eyes are on whether this report will provide the momentum for a breakout. Market consensus: Annual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%). Q4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%). Total Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth). 🕒 2025 Performance Recap: The Banking Trio's Great Divide Before looking ahead, let’s review how the three local giants diverged in 2025—a key factor driving current market sentiment: DBS surged 28%. Fueled by
      DBS Earnings Preview: Can DBS Break $60 Next Week?
      8712
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