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Lanceljx
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03-01 12:39
February showed a classic late-cycle rotation: crowded AI momentum met an external shock, and capital moved toward protection rather than growth. The divergence tells the story clearly. Nasdaq weakness reflects duration risk, while the Dow’s resilience signals rotation into cash-flow and defensive assets. Was gold or oil the right “parachute”? Yes, but for different reasons: Gold protects against policy uncertainty and falling real yields. It hedges portfolio valuation risk. Oil hedges supply disruption and inflation shocks. It protects against macro shock risk. A balanced hedge typically requires both, because wars transmit first through energy, then into monetary expectations where gold benefits most. Did February require profit protection? In hindsight, yes. When narratives shift from g
February showed a classic late-cycle rotation: crowded AI momentum met an external shock, and capital moved toward protection rather than growth. T...
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286
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The Investing Iguana
·
03-01 13:53

ST Engineering Analysis: Record Revenue vs 34% Profit Drop Explained | 🦖EP1456 #investingiguana

ST Engineering Analysis: Record Revenue vs 34% Profit Drop Explained | 🦖EP1456 #investingiguana 🟩 While the Singapore Airshow headlines celebrate record-breaking revenues, a massive $388 million disconnect has opened up between the marketing brochures and the statutory reality of the balance sheet. Management is anchoring the narrative to "base operating performance," but for the retail investor, the core tension lies in a 34% crash in reported net profit that cannot be ignored. This gap between the "record" narrative and the accountant’s truth is where the forensic detective finds the smoking gun of narrative control. This forensic audit applies a deep-dive framework to the quality of margin-accretive expansion within the commercial aerospace segment versus the misfiring satellite communi
ST Engineering Analysis: Record Revenue vs 34% Profit Drop Explained | 🦖EP1456 #investingiguana
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253
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MHh
·
03-01 14:48
I did not buy gold or oil as I think commodities are quite speculative to me. I prefer to invest direct in stocks or ETFs. I think the market sentiment has been one where there has been great fears of a market crash since the upward march 2 years ago. Nonetheless, the market continues to climb last year, leaving many to regret that they gave in to their fears and were out of the market. What happened to Nvidia is not unique to it, I do think it will happen to any of the stocks related to the AI frenzy. However, if we look at the longer term, I think the stock prices will still climb in the next 2-3 years so there is no need to panic. It’s is just market sentiment and profit taking. Overall market valuation is similar to historical values but I have chosen to manage my risk by taking profit
I did not buy gold or oil as I think commodities are quite speculative to me. I prefer to invest direct in stocks or ETFs. I think the market senti...
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763
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MHh
·
03-01 14:56
I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.
I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the compa...
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331
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MHh
·
03-01 15:07
I think stablecoins will drift further away from cryptocurrencies as after all these years, cryptocurrencies have yet to broken themselves to be an investable asset beyond speculation, unlike stablecoins. Beyond the use cases, investors want to be able to evaluate and invest in it as an asset class that cryptocurrencies have yet to shown. I won’t chase after circle’s surge as the earnings reflect the last quarter where the hype was still strong. I would prefer to take profit and use the next earnings to re-evaluate the fundamentals of the company to determine if it is worth investing for the longer term. BTC has been unfortunately just a speculative tool after the rise over the past few years with the expectation of supply dwindling. I expect a larger decline as many take profit and move t
I think stablecoins will drift further away from cryptocurrencies as after all these years, cryptocurrencies have yet to broken themselves to be an...
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688
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Shernice軒嬣 2000
·
03-01 20:12

Michael Saylor: The Hidden Credit Trap Suppressing Bitcoin’s Price

Michael Saylor's  packs an enormous amount of insight!  He points out a core reason why Bitcoin's price is being suppressed: the traditional financial system still lacks a mature, well-developed Bitcoin lending (borrowing against BTC collateral) market.Large Bitcoin holders who need cash right now basically face two bad options:Sell their Bitcoin outright to raise funds → this directly dumps selling pressure on the market and pushes the price down. $CME Bitcoin - main 2603(BTCmain)$   $Strategy(MSTR)$   Use their Bitcoin as collateral to borrow money instead. At first glance, you'd think the second option is better and shouldn't hurt the price—but it actually does, and h
Michael Saylor: The Hidden Credit Trap Suppressing Bitcoin’s Price
TOP1PC: Nice Sharing 😁 @DiAngel @Shyon @JC888 @Barcode @koolgal @Aqa
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BTS
·
03-01 22:30
$SIA(C6L.SI)$   SIA (C6L) navigates a complex second spring, as revenue record and yield recovery clash with a profit drop from its Air India investment and rising operational costs C6L achieved revenue record, but halved profit margins and the biggest surprise is yield pivot triggered stock falls after new high; market worried about Air India losses and cargo dips created an institutional outlook defined by a tug-of-war between bulls and bears over high load factors versus rising non-fuel costs The stock's surge to a seven-month high raises the question if it is too late to buy in or if the good news is already priced in, with Air India's losses seen as "temporary growing pains" and the viability of C6L's high-price strategy depe

SIA Revenue Record High & Yield Recovery! Is It Entering Second Spring?

@Tiger_SG
This Wednesday, $SIA(C6L.SI)$ surged to a seven-month intraday high of S$7.19. Despite intensifying industry competition and downward pressure on pricing, SIA's Passenger Yield unexpectedly staged a turnaround. Is this a short-term technical bounce, or the starting gun for a new bull cycle? 1. Record Revenue vs. "Halved" Profit? The Biggest Surprise is Yield Pivot According to the 3QFY2026 (third quarter) results, SIA delivered a set of paradoxical figures: Revenue: Reached S$5.51 billion, up 5.5% year-on-year, setting a new quarterly record. Net Profit: S$505 million, a year-on-year plunge of 68.9%. The profit crash was not due to poor operations, but rather a high base effect. Last year’s quarter included a S$1.1 billion one-off accounting gai
SIA Revenue Record High & Yield Recovery! Is It Entering Second Spring?
$SIA(C6L.SI)$ SIA (C6L) navigates a complex second spring, as revenue record and yield recovery clash with a profit drop from its Air India investm...
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156
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BTS
·
03-01 23:09
$CoreWeave, Inc.(CRWV)$  $Salesforce.com(CRM)$  $Snowflake(SNOW)$   Current market conditions have triggered an AI Software Stress Test, challenging the sustainability of traditional SaaS models and questioning the role of Claude as either a partner or a replacement The capacity for AI stocks to assure a continued market rally depends on consistent EPS growth, regulatory adaptation, and proof of AI-driven cost savings amidst growing volatility The new AI era hinges on whether CoreWeave (CRWV) can sustain infrastructure demand via its $8.5 billion raise, positioning itself as a key player in AI workloads, while Salesforce (CRM) and Snowflak

AI Software Stress Test: Is Claude Their Partner or Replacement?

@Tiger_comments
In early February, U.S. tech stocks narrowly escaped a scare triggered by fears that "AI software might be replaced." Although the partnership between AMD and Meta restored some confidence yesterday, the market remains on edge. Over the past three months, software stocks have endured a "massacre." Investors previously assumed that AI Agents would act like bulldozers, leveling traditional software companies. However, a recent presentation by AI giant Anthropic shifted the narrative: Claude no longer aims to be the "Terminator"; it wants to be a "Partner." Market Status: From "Universal Hype" to "Selective Picking" Recent price action shows a shift in the market's attitude toward AI: Focus on Efficiency, Not Just Growth: Previously, simply mentioning "AI" sent stock prices up. Now, if your A
AI Software Stress Test: Is Claude Their Partner or Replacement?
$CoreWeave, Inc.(CRWV)$ $Salesforce.com(CRM)$ $Snowflake(SNOW)$ Current market conditions have triggered an AI Software Stress Test, challenging th...
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533
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xc__
·
03-01 23:19

Bitcoin's Savage 50% Crash: $55K Bottom Incoming or Stablecoin Surge Steals the Show? 😱💥

Bitcoin's brutal nosedive has investors reeling, plunging nearly 50% from its $126K peak to hover around $66,500 as of March 01, 2026, while gold blasts to a record $5,278 per ounce on safe-haven floods amid geopolitical storms. 😤 The Fear & Greed Index wallows at 14 in the 6th percentile, screaming extreme fear as BTC trades more like a high-beta tech stock than a digital gold haven – ETFs have flipped positioning, with institutions risk-managing it alongside growth plays like Nvidia, shedding its uncorrelated edge in crises. This 20% monthly drop spotlights BTC's lost safe-haven vibe, as macro cycles from Fed pauses to tariff teases crimp volatility 5%, but emerging markets like Brazil's 1M BTC reserve plan pull inflows 8% for hedge plays. Some bears argue $55K's the next pit stop if
Bitcoin's Savage 50% Crash: $55K Bottom Incoming or Stablecoin Surge Steals the Show? 😱💥
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182
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xc__
·
03-01 23:25

Nvidia's GTC Inference Inferno: New Chip Tease Unlocks $200 Glory or Sell-the-News Flameout? 🚀😱

$NVIDIA(NVDA)$ Nvidia's prepping for its GTC extravaganza next month, teasing a groundbreaking inference chip that fuses Groq's LPU design with the next-gen Feynman architecture – this beast integrates SRAM for lightning-fast memory access and 3D stacking to cram 2x performance in half the space, slashing latency bottlenecks for large-model AI workloads that demand real-time efficiency. 😤 With OpenAI committing to massive purchases and investments to fuel GPT upgrades, and Meta ramping large-scale CPU-based deployments for Reels and ad personalization, this shift from training-heavy hype to inference dominance could redefine the AI landscape. But as NVDA shares hover near $141 after volatility, is GTC the catalyst blasting to $200 highs on $215B F
Nvidia's GTC Inference Inferno: New Chip Tease Unlocks $200 Glory or Sell-the-News Flameout? 🚀😱
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29
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许哲东
·
03-02 12:55
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155
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LesterTan
·
03-02 13:39
$Salesforce.com(CRM)$   Last week, CRM posted solid profits,  increased its Dividends & buying back 50  Billion Of its own shares. Yet market said  software Is dead! Market can be wrong &  irrational. Look at google & nvidia which the market said they would be dead but one year on, the truth is out.
$Salesforce.com(CRM)$ Last week, CRM posted solid profits, increased its Dividends & buying back 50 Billion Of its own shares. Yet market said soft...
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146
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Rich001
·
03-02 13:51
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120
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wujunhuii
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03-02 14:51
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119
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Cliff_Chua
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03-02 15:43
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159
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Wayneqq
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03-02 15:57
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39
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boonboonie
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03-02 16:35
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393
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xc__
·
03-01 23:38

US-Iran War Drums Pound: Gold's $6,300 JPM Moonshot Ignited Amid Strike Surge? 😱🚀

Tensions between the US and Iran have detonated into full-blown crisis mode after Israel's preemptive "Operation Roaring Lion" strike hammered Iranian targets, with officials hinting at an initial four-day blitz to neutralize threats. 😤 The US military's gearing up for multi-day ops, as Trump confirmed American strikes kicking off against Iran's missile factories and naval assets to curb nuclear escalations – this massive buildup, the largest since 2003 Iraq, echoes patterns of swift, off-hour actions that could unfold anytime. JPMorgan's fresh upgrade amps the frenzy, lifting long-term gold views to $4,500 near-term and holding bold $6,300 by end-2026 on relentless CB diversification – 755 tonnes expected this year towers over norms, reshaping reserves amid dollar skepticism. Gold's perch
US-Iran War Drums Pound: Gold's $6,300 JPM Moonshot Ignited Amid Strike Surge? 😱🚀
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145
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Trend_Radar
·
03-02 16:44

$ILMN breaks higher as bulls target 135 to 140 zone

$Illumina(ILMN)$ Illumina, Inc. (ILMN) Rallies +5.54%: Bulls Charge Past Resistance, Eyeing $135-$140 Zone Latest Close Data As of 2026-03-01, ILMN closed at $134.46, up +5.54% (+$7.06). The stock is now just 13.5% away from its 52-week high of $155.53. Core Market Drivers The strong rally appears to be driven by positive momentum in the broader biotech sector and investor confidence in the company's strategic execution under CEO Jacob Thaysen. The absence of negative news and a solid financial foundation (ROE: 33.36%) are providing tailwinds. Technical Analysis Volume surged to 4.009M shares (Volume Ratio: 1.69), confirming the breakout. The MACD histogram turned positive (+3.19), signaling a strong bullish crossover. The 6-day RSI at 77.99 is ap
$ILMN breaks higher as bulls target 135 to 140 zone
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