To The Moon

Takeaway Meta’s core ad business is still strong. AI is already helping user engagement, ad delivery and conversion. The main debate is whether this can justify a 2026 capex budget of US$125–145 billion. The bull case is clear: better recommendations, stronger ad tools and higher GPU use can support growth. The bear case is also valid: external AI services may face falling prices, high competition and weak returns. For Q2, the key numbers are ad impressions, ad pricing, operating margin, capex and free cash flow. $Meta Platforms, Inc.(META)$ will report Q2 2026 results after market close on 29 July. Market estimates point to revenue of about US$60.2 billion, close to the top end of management’s US$58–61 billion guidance. Revenue gr

IT WAS A GOOD DAY! Ice Cube's BIG3 basketball league is heading to the public markets through a SPAC merger with Graf Global Corp., with the combined company expected to trade under TONT and a proposed valuation of around US$290 million. Why investors are paying attention ✅ Established league BIG3 has been operating since 2017, outlasting many startup sports leagues. ✅ Growing audience Reported strong TV viewership, social media engagement, and live attendance growth. ✅ Expansion potential Future growth could come from media rights, sponsorships, international markets, and franchise appreciation. ✅ Unique sports asset Few pure-play sports league investment opportunities are available to public investors. Risks to consider ⚠️ SPAC history Many SPAC mergers have struggled after listing, maki

This article provides a factual breakdown of the current portfolio allocation and the underlying fundamentals Portfolio Overview & Allocation** The portfolio is heavily weighted toward high-growth technology, software-as-a-service (SaaS), and dominant fintech players. The total capital is distributed across 16 primary positions, with a significant concentration in Mega-cap US Tech. Sector Allocation (by Market Value % Mega-Cap Tech (Cloud/AI/Ad-Tech):** ~47.5% (MSFT, META, AMZN) Enterprise Software/SaaS:** ~18.1% (NOW, CRM, FICO) * **Fintech & Payments:** ~11.5% (V, SEZL, FISV, STNE) * **Mobility & Logistics:** ~7.6% (UBER) * **Financial Services/Information:** ~4.6% (SPGI) * **Healthcare/Biotech:** ~3.4% (NVO) * **Others (Emerging Markets/Consulting):** ~7.3% (MELI, QFIN, INFY

TOTO is one of the top producers of electrostatic chucks used in NAND memory production. You guessed it. The boom in memory prices and shortages, driven by AI data centres stockpiling storage, has brought loads of business to TOTO. They don’t sell these to Samsung or SK Hynix directly. Instead, TOTO is reportedly a dominant supplier to Lam Research, whose cryogenic etching machines are then used by every major NAND maker including Samsung, SK Hynix, Micron, Kioxia, and YMTC, to carve channel holes through 200+ layer 3D NAND chips It comes down to ceramics. TOTO has been making advanced ceramic parts for over 40 years — and it turns out, those same ceramic capabilities translate into electrostatic chucks, the precision plates that hold silicon wafers in place during chip manufacturing. In o

I am into AI chips, Quantum, DC Infra plus opportunistic stocks.

Yesterday, the U.S. biotech sector showed strong momentum, with the $纳斯达克生物技术指数(NBI)$ rising 2.64% in a single day. From a structural perspective, gains were broadly distributed across small- and mid-cap innovative drug companies, with $Sarepta Therapeutics(SRPT)$ surging nearly 35% and multiple names such as $Arrowhead Research Corporation(ARWR)$ and $Arvinas Holding Company LLC(ARVN)$ rising more than 5%, indicating a clear breadth-driven rally. From a one-day performance perspective, biotech-related ETFs moved higher across the board, with stronger gains in innovative and high-beta segments.

I keep buying gold and silver, better don't touch copper.

also current high diesel and oil prices eats away the margins.

Yesterday, LME copper fell 1.2%, dropping below the key $13,000 per ton level. As a result, copper mining ETFs declined sharply overnight. $Global X Copper Miners ETF(COPX)$ fell 6.65% in a single day, $Sprott Copper Miners ETF(COPP)$ dropped 6.77%, and $SPROTT JUNIOR COPPER MINERS ETF(COPJ)$ declined 6.72%, all close to a 7% loss. This reflects how copper mining stocks tend to react more strongly to movements in copper prices. In contrast, $United States Copper Index Fund(CPER)$ , which tracks copper futures prices more directly, declined by a smaller 1.08%, highlighting that mining equity ETFs are typically much more v

Thanks you TigerBroke for this prestigious trading award. Hopefully, my stock portfolio can reach SGD 250K by Q4-2026 or earlier.

$Vanguard S&P 500 ETF(VOO)$  Find out more here:Features Introduction - Tiger Brokers

Shorted $MercadoLibre(MELI)$ around $2k/share price tag. As share price continues to drop, profit continue to rise

Very good, ask your friends join. Find out more here:Deposit funds with Tiger Brokers to receive a S$1,000 welcome bonus! Open an account and deposit funds at Tiger Brokers Singapore. Get up to S$1,000 in bonuses for your first deposit! Trade stocks, funds, ETFs, options, futures and other products in one place!

$LMS Compliance(LMS.SI)$   The base case is simple: compliance demand is mandatory, not cyclical. What stands out in this initiation note: Testing is the base: high repeat business (85%+), lab testing dominates revenue (FY24: 93.6%) ESG is the growth layer: Singapore’s mandatory climate disclosures (from FY2025) and Malaysia’s phased rollout expand third-party assurance demand Financials are clean: FY24 net margin 20.5%, EBITDA ma

The future looks like Qtc, AI, Crypto.

$Meta Platforms, Inc.(META)$  

$Selective Insurance Group, Inc.(SIGIP)$  

$XAU/USD(XAUUSD.FOREX)$  

$Tiger Brokers(TIGR)$ In 2026 and beyond, hope tiger can open more market, eg. Malaysia, Taiwan, Korea, Japan, Canada, Thailand, Vietnam, Indonesia, Europe, etc. Such a good trading app should expand more markets to get more customers.  

$Intel(INTC)$  barrow money  please 

Takeaway Meta’s core ad business is still strong. AI is already helping user engagement, ad delivery and conversion. The main debate is whether this can justify a 2026 capex budget of US$125–145 billion. The bull case is clear: better recommendations, stronger ad tools and higher GPU use can support growth. The bear case is also valid: external AI services may face falling prices, high competition and weak returns. For Q2, the key numbers are ad impressions, ad pricing, operating margin, capex and free cash flow. $Meta Platforms, Inc.(META)$ will report Q2 2026 results after market close on 29 July. Market estimates point to revenue of about US$60.2 billion, close to the top end of management’s US$58–61 billion guidance. Revenue gr

IT WAS A GOOD DAY! Ice Cube's BIG3 basketball league is heading to the public markets through a SPAC merger with Graf Global Corp., with the combined company expected to trade under TONT and a proposed valuation of around US$290 million. Why investors are paying attention ✅ Established league BIG3 has been operating since 2017, outlasting many startup sports leagues. ✅ Growing audience Reported strong TV viewership, social media engagement, and live attendance growth. ✅ Expansion potential Future growth could come from media rights, sponsorships, international markets, and franchise appreciation. ✅ Unique sports asset Few pure-play sports league investment opportunities are available to public investors. Risks to consider ⚠️ SPAC history Many SPAC mergers have struggled after listing, maki

This article provides a factual breakdown of the current portfolio allocation and the underlying fundamentals Portfolio Overview & Allocation** The portfolio is heavily weighted toward high-growth technology, software-as-a-service (SaaS), and dominant fintech players. The total capital is distributed across 16 primary positions, with a significant concentration in Mega-cap US Tech. Sector Allocation (by Market Value % Mega-Cap Tech (Cloud/AI/Ad-Tech):** ~47.5% (MSFT, META, AMZN) Enterprise Software/SaaS:** ~18.1% (NOW, CRM, FICO) * **Fintech & Payments:** ~11.5% (V, SEZL, FISV, STNE) * **Mobility & Logistics:** ~7.6% (UBER) * **Financial Services/Information:** ~4.6% (SPGI) * **Healthcare/Biotech:** ~3.4% (NVO) * **Others (Emerging Markets/Consulting):** ~7.3% (MELI, QFIN, INFY

TOTO is one of the top producers of electrostatic chucks used in NAND memory production. You guessed it. The boom in memory prices and shortages, driven by AI data centres stockpiling storage, has brought loads of business to TOTO. They don’t sell these to Samsung or SK Hynix directly. Instead, TOTO is reportedly a dominant supplier to Lam Research, whose cryogenic etching machines are then used by every major NAND maker including Samsung, SK Hynix, Micron, Kioxia, and YMTC, to carve channel holes through 200+ layer 3D NAND chips It comes down to ceramics. TOTO has been making advanced ceramic parts for over 40 years — and it turns out, those same ceramic capabilities translate into electrostatic chucks, the precision plates that hold silicon wafers in place during chip manufacturing. In o

Yesterday, the U.S. biotech sector showed strong momentum, with the $纳斯达克生物技术指数(NBI)$ rising 2.64% in a single day. From a structural perspective, gains were broadly distributed across small- and mid-cap innovative drug companies, with $Sarepta Therapeutics(SRPT)$ surging nearly 35% and multiple names such as $Arrowhead Research Corporation(ARWR)$ and $Arvinas Holding Company LLC(ARVN)$ rising more than 5%, indicating a clear breadth-driven rally. From a one-day performance perspective, biotech-related ETFs moved higher across the board, with stronger gains in innovative and high-beta segments.

Yesterday, LME copper fell 1.2%, dropping below the key $13,000 per ton level. As a result, copper mining ETFs declined sharply overnight. $Global X Copper Miners ETF(COPX)$ fell 6.65% in a single day, $Sprott Copper Miners ETF(COPP)$ dropped 6.77%, and $SPROTT JUNIOR COPPER MINERS ETF(COPJ)$ declined 6.72%, all close to a 7% loss. This reflects how copper mining stocks tend to react more strongly to movements in copper prices. In contrast, $United States Copper Index Fund(CPER)$ , which tracks copper futures prices more directly, declined by a smaller 1.08%, highlighting that mining equity ETFs are typically much more v

I am into AI chips, Quantum, DC Infra plus opportunistic stocks.

Last Week and 2025's Recap1.The US Market - Gained double-digits for a 3rd straight year in 2025Indexes: $S&P 500(.SPX)$ recorded a weekly drop of about 1.03%, with technology stocks showing mixed performance and investor sentiment cautious due to Federal Reserve minutes and geopolitical tensions. $Dow Jones(.DJI)$ saw a decline of approximately 0.67%, $NASDAQ(.IXIC)$ fell by around 1.52%. Triple play: The $S&P 500(.SPX)$ ’s 16.39% total return for 2025 marked the third year in a row that the index generated a double-digit gain. The Mag 7 names contributed 42% of the S&P 500’s total return in 2025 and 55% o

Thanks you TigerBroke for this prestigious trading award. Hopefully, my stock portfolio can reach SGD 250K by Q4-2026 or earlier.

also current high diesel and oil prices eats away the margins.

I keep buying gold and silver, better don't touch copper.

$Tiger Brokers(TIGR)$  ⏳ #2026 Outlook: Locking in My Investment Time Capsule High Conviction, Real Stakes, No Rewrites This is not a prediction post. This is a commitment post. As we step into 2026, I’m locking in my market views knowing I’ll read this again one year from now — with no edits, no excuses, and no hindsight bias. ⸻ 1️⃣ The sector / stock I’m most optimistic about in 2026 is: AI Infrastructure & Execution-First Platforms Not AI hype. Not AI demos. But AI that is already embedded into real workflows. My highest conviction names reflect this: • NVDA & AMD — AI doesn’t scale without compute. Period. Demand volatility may exist, but long-term compute intensity is non-negotiable. • PLTR — AI that actually runs operations, not

$Vanguard S&P 500 ETF(VOO)$  Find out more here:Features Introduction - Tiger Brokers

Shorted $MercadoLibre(MELI)$ around $2k/share price tag. As share price continues to drop, profit continue to rise

Hello everyone! Today i want to share some macro analysis with you!1. $Gold - main 2602(GCmain)$ Gold prices surged in Asian trading on Monday (January 5), breaking through the $4,400/ounce mark. US President Donald Trump issued a new warning that Venezuela's post-Maduro leadership must abide by certain conditions or face "very heavy costs."The US launched a military strike against Venezuela early Saturday morning (January 3), detaining President Nicolás Maduro and announcing a complete US takeover of Venezuela's oil industry.Gold reached a high of $4,421.53/ounce in Asian trading on Monday, a surge of $89 on the day. Silver prices also jumped nearly 4%. 2.The first full trading week of 2026 is about to begin, and the market will quickly switc

$LMS Compliance(LMS.SI)$   The base case is simple: compliance demand is mandatory, not cyclical. What stands out in this initiation note: Testing is the base: high repeat business (85%+), lab testing dominates revenue (FY24: 93.6%) ESG is the growth layer: Singapore’s mandatory climate disclosures (from FY2025) and Malaysia’s phased rollout expand third-party assurance demand Financials are clean: FY24 net margin 20.5%, EBITDA ma

If you could come back to today one year later, what investment thought would you most want to see from yourself?📌 No need to be professional📌 No need to be accurate📌 This is simply a note to your future self👇 Join in the easiest way and leave your mark for 2026.💊 Time Capsule · Choose 1 of 4 (or answer all)You may answer just one question or join the chain👇Q1 | Index OutlookI believe that by this time in 2026, $S&P 500(.SPX)$ will be in the ____ rangeQ2 | Most Optimistic Theme / StockThe theme or stock I’m most optimistic about in 2026 is ____, because ____Q3 | Trading RulesMy 3 non-negotiable trading rules are:1️⃣ ____2️⃣ ____3️⃣ ____Q4 | Return TargetMy investment return target for 2026 is ____👉 Just reply with one sentence in the comments

$Tiger Brokers(TIGR)$ 2026 Investment Time Capsule: 1. The sector or stock I’m most optimistic about in 2026 is high-quality, cash-generating businesses with durable competitive advantages (especially consumer staples, financials, and select technology leaders) because these companies benefit from strong moats, pricing power, and disciplined management. Following Warren Buffett’s philosophy, I believe owning wonderful businesses at sensible prices allows compounding to work steadily, regardless of short-term market noise. 2. My three trading rules are: • Invest only in businesses I clearly understand because long-term conviction comes from knowledge, not speculation. As Buffett says, staying within my circle of competence reduces costly mistakes.

Very good, ask your friends join. Find out more here:Deposit funds with Tiger Brokers to receive a S$1,000 welcome bonus! Open an account and deposit funds at Tiger Brokers Singapore. Get up to S$1,000 in bonuses for your first deposit! Trade stocks, funds, ETFs, options, futures and other products in one place!

$Tiger Brokers(TIGR)$  $Trump Media & Technology(DJT)$   With Trump's successful Venezuelan 🇻🇪 take over - this stock DJT will sky rocket. Happy New Year 2026 !!! Here are the technical analysis and stock price predictions: The Trump Media & Technology Group Corp. (DJT) stock price gained 4.00% on the last trading day (Friday, 2nd Jan 2026), rising from $13.24 to $13.77. During the last trading day the stock fluctuated 7.02% from a day low at $13.24 to a day high of $14.17. The price has been going up and down for this period, and there has been a