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01-06
GOOG Rises To $5 Trillion In 2026 ? Possible ?
In a surprise twist of event, $Alphabet(GOOG)$ closed 2025 as one of Wall Street’s biggest winners after a strong rebound driven by its AI push. Investor confidence improved when GOOG showed that its AI tools complement and support search usage and ad demand, rather than weaken its core business. 2025 Performance Comparison. Among the Magnificent 7, GOOG emerged as the top performer in 2025, with the stock up about +65%, its best year since 2009. (see above) Even AI chipmaker leader, $NVIDIA(NVDA)$ only managed as the next best, rising about +35%. GOOG investors are (now) focused on whether gains in AI products, Cloud demand, and AI infrastructure can keep the AI momentum going. GOOG’s AI Doubles Down. GO
TOPCayChan: $Alphabet(GOOG)$ Short answer: Yes, Google can reach a $5T market cap — but it’s not automatic. It’s a medium-to-long-term outcome, not a quick cycle trade. Let’s break it down cleanly. ⸻ What does $5T actually mean for Google? Today, Alphabet (GOOGL) is roughly $2T+. To reach $5T, it needs: • ~2.5× market cap expansion • Achieved via earnings growth + multiple stability (or expansion) This is ambitious but realistic over 5–8 years, if key conditions are met. ⸻ The math (simple but important) Scenario that gets Google to $5T: • Net income grows to $200–250B annually • Market assigns a 20–25× multiple That gives: • $200B × 25 = $5T • $250B × 20 = $5T This is not fantasy, but execution-dependent. ⸻ Why Google has a real path to $5T 1️⃣ AI improves margins, not just revenue Unlike many AI stories: • Google already owns distribution (Search, YouTube, Android) • AI reduces cost per query, improves ad targeting • This means margin expansion, not just growth Few companies can scale AI profitably — Google can. ⸻ 2️⃣ YouTube is still under-monetized YouTube is: • The #1 global video platform • Strong in ads, subscriptions, Shorts, TV Over time: • YouTube alone could be a $1T+ asset • Still early in ARPU optimization ⸻ 3️⃣ Google Cloud is the sleeper engine Cloud is: • Growing • Turning profitable • AI-native by default If Cloud reaches: • AWS-like margins • Strong enterprise AI workloads → This becomes a second core profit pillar, not optional upside. ⸻ 4️⃣ Balance sheet & buybacks matter Google: • Generates massive free cash flow • Aggressively buys back shares This compresses share count, boosting EPS even without explosive revenue growth. ⸻ What could stop Google from reaching $5T? ❌ 1️⃣ Structural Search disruption (the biggest risk) If: • AI assistants replace traditional search faster than Google adapts This is the single largest existential risk. So far: • Google is defending well (AI search integration) • But execution must stay strong ⸻ ❌ 2️⃣ Regulation • Antitrust pressure • Forced business separation This is a valuation cap risk, not a business collapse risk. ⸻ ❌ 3️⃣ Market multiple compression Even if earnings grow: • If the market refuses to pay >20× earnings • $5T becomes harder (but not impossible)
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01-06
Hold PLTR While Weighing Palantir (PLTR) Valuation Risk vs Growth Trajectory For Long Term Time Horizon
$Palantir Technologies Inc.(PLTR)$ stock is down approximately 5-6% since the start of 2026, a decline primarily attributed to market-wide factors, profit-taking after a significant 2025 rally, and ongoing concerns about its high valuation. PLTR last close on Monday (05 Jan) at $174.04. In this article, we would like to look at the updated market snapshot for Palantir Technologies Inc. (PLTR) as of the latest U.S. trading session. What are the primary cause of PLTR’s decline? Outlook for growth and 2026 performance. More importantly, what would happen if profit-taking persists and valuation concerns deepen? Primary Causes of PLTR’s Decline in Early 2026 Multiple interrelated factors are driving the ~5–6% drop year-to-date, consistent with your ini
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01-06
Q1: Don't Overcomplicate Things
$GOOGL$The past two months have been a consolidation phase. Trading in this environment can be tricky, but seeing this large order might clarify things:Sell Put 310 $GOOGL 20260220 310.0 PUT$ , 9,684 contracts opened.Sell Put 310 $GOOGL 20260206 310.0 PUT$ , 10,000 contracts opened.The message is: don't overcomplicate. Sell puts on dips; don't chase rallies. If you accidentally sell puts at a high level, don't panic and close for a loss immediately. Consider whether you're willing to take assignment—the price might rebound after you do.$NVDA$Institutions' primary bullish spread strategy for shorting is focused on the 192.5–197.5 range
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01-05
COIN +4.6%, Eyes $244 Resistance
$Coinbase Global, Inc.(COIN)$ COIN Rebounds +4.59%: Volume Surge Signals Bullish Reversal, Eyes $244 ResistanceLatest Close DataClosed at $236.53 on 2026-01-05, up +4.59% (+$10.39). The price remains ~46.8% below its 52-week high of $444.64.Core Market DriversStrong intraday reversal from a low of $225.91, driven by significant net capital inflow of $84 million. Positive sentiment is building as the broader crypto market stabilizes, with Coinbase's dominant exchange position attracting renewed investor interest.Technical AnalysisVolume ratio surged to 1.58, indicating strong buying interest. The 6-day RSI jumped from an oversold 17.1 to 43.9, signaling a momentum shift out of the bearish zone. MACD remains in negative territory (DIF: -12.99, DEA:
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01-05
2026 US Market Outlook: AI Boom or Doom?
The Gambler’s FallacyThe $S&P 500(.SPX)$ delivered gains of 26% in 2023, 25% in 2024, and 18% in 2025. After such a strong run, it is natural for investors to expect weaker returns in 2026. This mindset reflects the classic gambler’s fallacy—the belief that strong past performance must be followed by mean reversion.At this stage of the cycle, bearish arguments also tend to sound more persuasive, and investor sentiment often turns cautious. However, the bull market has continued to show resilience. The ongoing AI-driven transformation remains a powerful structural tailwind and is likely to continue providing support into 2026.2026 RoadmapOur base-case scenario sees the $S&P 500(.SPX)$ ending 2026 a
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01-05
$Alphabet(GOOGL)$ Sold some and locked in a bit of profits last year. will hold some of the remaining for Alphabets long term growth. Hold. more rewards than risk.
TOPGood price, $Alphabet(GOOG)$ is a great company with extremely strong moat - probably the most consumed services in the world. A stock worthy to hold for long to demonstrate the power of value investment
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01-05
$SPXW 20251231 6175.0 PUT$ banging on long terms market up. Closed due to expiry anyway. Shall buy a put soon after quarts
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01-05
$AIMS APAC Reit(O5RU.SI)$ high dividend yield S reit.
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01-05
$SoFi Technologies Inc.(SOFI)$ I thought this had a lot more than this, thoughts?
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01-05
$SGX(S68.SI)$ Rising steadily into year 2026!
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01-05
$NVDA 20260320 100.0 PUT$ We are waiting for the great rise to 250!
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839
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01-05
$DBS(D05.SI)$ hope this share contine bullish
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01-05
🌟🌟🌟I invest in $Sheng Siong(OV8.SI)$ because of one simple undeniable truth: People have to eat. Sheng Siong is recession proof as it provides life's absolute necessities. Sheng Siong is also a cash flow machine as it consistently provides me with reliable dividends. Its current dividend yield is 2.4%. Slow and Steady Wins The Race 🥰🥰🥰🌈🌈🌈💰💰💰 @Tiger_SG @Tiger_comments @TigerClub @CaptainTiger
TOPnice sharing. i am also thinking to add this to my long term portfolio, but not sure if the current price is justifiable to enter. [Smile]
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01-05
$NVIDIA(NVDA)$ Waiting patiently for nvda to 🚀
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01-05
$NVDA 20260116 184.0 CALL$ Getting ready to roll this covered call option [Miser]
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01-05
$Amazon.com(AMZN)$ Very bullish on Amazon stock buying more price target $360
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01-05
$Navitas Semiconductor Corp(NVTS)$ power is the fundamental need for AI
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01-05
$Singtel(Z74.SI)$ more asset monetisation
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01-05
$Amazon.com(AMZN)$ do we get coins for sharing down under counters? i have a few... 🤭