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04-28
ST Engineering : Singapore's Best Defense Stock? 🌟🌟🌟 The announcement on 27 April 2026 that $ST Engineering(S63.SI)$
TOP1PC: Nice Sharing 😊 & Congratulations 🎉 👏. @Aqa @DiAngel @JC888 @Barcode @Shyon @Shernice軒嬣 2000
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Going into this earnings cluster, I’m treating it as a test of AI monetization rather than just EPS. Among Microsoft, Alphabet, Amazon, and Apple, I see $Amazon.com(AMZN)$ as the most likely to rally post-earnings. AWS has the clearest visibility with backlog tied to OpenAI and Anthropic, so even moderate upside in growth can justify further re-rating. On $Microsoft(MSFT)$ , I’m more cautious. The $24B capex gap is a real narrative risk — if Azure doesn’t reaccelerate meaningfully, the market could quickly question ROI on AI spending. A small slowdown in growth could have an outsized impact on sentiment, making this the most asymmetric risk setup among the four. For
TOPthanks for sharing
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04-28
I’m leaning toward Microsoft delivering the biggest upside surprise. AI demand is still outpacing supply, and Azure plus enterprise AI adoption give it the strongest near-term monetization story. More importantly, Microsoft is already converting heavy capex into visible revenue growth — something the market consistently rewards during earnings. I’m more cautious on Amazon and Alphabet. Both are investing aggressively, but the payoff timeline is less favorable. Amazon has signaled that much of its AWS investment won’t show up meaningfully until later years, while Alphabet is facing rising depreciation and margin pressure, which could limit short-term upside. Meta Platforms remains strong with its ad engine, but its massive capex plans add uncertainty around margins. Overall,
TOPthanks for sharing
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04-28
$NVIDIA(NVDA)$ breaking $5T is impressive, but I’m not chasing it. What concerns me more is market structure: leadership is highly concentrated, VIX is rising off lows, and breadth is weakening. That makes the rally feel less stable even with NVDA driving new highs. I still respect its execution and CUDA ecosystem, but expectations are already very stretched at this level. On valuation, I understand the argument that it looks “cheap” versus other Mag-7 names on forward earnings, especially with strong CY27 projections. But the key risk for me is not the multiple — it’s the certainty embedded in long-term growth assumptions like $400B+ FCF and sustained 70% AI
TOPthanks for sharing
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04-28
🌟 I vote $Alphabet(GOOG)$ $Alphabet(GOOGL)$ as it is seen as a value play among the Tech Giants. Its Forward P/E ratio is slightly below historical averages & with expected Google Cloud growth hitting over 50%, it has significant room to surprise investors if it maintains its margins while scaling AI. AI Monetisation : Unlike early 2024 when AI was seen as a cost, it is now a confirmed revenue driver. Google's internal TPU chips allow them to run AI workloads more cheaply than competitors using only Nvidia GPUs. Operating Margins: Cloud margins are expected to jump from 20% to 30%. If Google hits these numbers, it proves that its Cloud business has reached a high profit phase similar to Amaz
TOPGoogle's AI cost advantage is huge.
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04-28
🌟🌟🌟 The divergence between UBS & the broader market consensus for $Amazon.com(AMZN)$ is one of the boldest calls this earnings season. While the consensus expects AWS to grow 26% for FY26, UBS is modeling a huge 38%, nearly double the projected growth rate of 2025. Is it already priced in? AMZN has recently surged over 32% in the past month, hitting near record highs of USD 263. Anakysts have noted that at USD 258, it is already trading near its current fair value, suggesting less room for a massive pop unless the results are perfect. Amazon's huge USD 200 billion capex is also a cause for concern. While it signals confidence in AI demand, any slight miss in revenue could cause a negative reaction. Bull Case: If Amazon disclose t
TOPUBS is so bullish on AWS growth. That 38% target is wild.
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04-28
Market Respects the Blue Box in SPX(S&P500), Delivering the Anticipated Move Amid War
In trading, there are moments that validate not just a strategy—but an entire framework of understanding market behavior. The recent movement in the S&P 500 is one of those moments. Weeks ago, we outlined a projection that the market would decline into a predefined Blue Box area 6470.3514 – 6236.7915 a high‑probability support area identified through measured extensions and corrective structures during our live session. This was not a random forecast, but the result of a disciplined application of Elliott Wave analysis, specifically the unfolding WXY structure since January 28, 2026, combined with Fibonacci relationships and historical price behavior The forecast Our outlook anticipated a corrective move unfolding after the completion of a larger impulsive sequence. As price action dev
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04-28
Bloom Energy (BE): Favors Rally in to $247.8–$286.5 Zone Before Pullback
Bloom Energy Corporation., (BE) designs, manufactures, sells & install solid-oxide fuel cell systems for on-site power generation in the United States & globally. It offers Bloom Energy Server, a power generation platform to convert different fuels through electrochemical process. It comes under Industrials sector & trades at “BE” ticker at NYSE. The BE favors rally in (1) of ((3)) after breaking the price channel from December-2025 low. It expects short term rally above $247.86 – $286.49 area to extend March-2026 rally. Buyers should wait for (2) pullback to get in as next opportunity. It rallied already more than 110% since March-2026 low. In weekly, it made all time low of $2.44 in October-2019. It placed (I) at $44.95 high of February-2021 & (II) at $8.41 low of Februar
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04-28
SHOP Breakdown: Wave (II) Scenario Gains Strength After Weak Rebound
Shopify’s (SHOP) stock has been experiencing a bit of a downturn recently, and investors are eager to see what the second and third quarters of the year will hold. Analysts expect that the company will focus on refining its e-commerce tools and expanding its merchant solutions. Consequently, there’s a sense of cautious optimism that these efforts might help stabilize the stock’s performance. In addition, as we move further into the year, investors are keeping an eye on how macroeconomic trends will impact the broader e-commerce sector. Therefore, Shopify is likely to adapt its strategies to maintain a competitive edge. Altogether, these elements could influence the stock’s trajectory and shape how it performs in the upcoming months. Elliott Wave Outlook: SHOP Daily Chart December 2025 Elli
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META likely converts first. Its AI spend already feeds ad targeting, Reels ranking and ARPU, so margin uplift can appear faster without waiting for enterprise AI adoption. MSFT is second: Azure demand is strong, but Copilot monetisation must prove scale. GCP may show the fastest growth, but Google faces Search disruption and capex scrutiny. AWS remains profitable, yet AMZN’s AI ROI may look more like capacity investment than near-term margin expansion. AAPL is the weakest AI scorecard: supply chain, iPhone demand and succession uncertainty matter more than AI capex ROI for now. My ranking: META > MSFT > GOOGL > AMZN > AAPL. The market will reward not the biggest AI spend, but the cleanest evidence that AI is improving margins now.
TOPagree, meta's ad targeting from ai spend is showing results faster.
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04-28
Alphabet at $400 this year is plausible, but earnings must validate three things: 1. Cloud acceleration: If Google Cloud sustains ~high-30s to 40%+ growth, the market will reward it with a higher multiple. 2. TPU monetisation: TPU 8t/8i is strategically strong. Google is now attacking both training + inference, with better performance-per-dollar and lower latency, directly strengthening its AI moat. 3. Ad resilience: Core Search margins still fund everything. If AI Overviews lift engagement without hurting monetisation, upside remains open. My view: Base case: $360 to $390. Bull case: breaks $400. Risk is classic sell-the-news, especially after a fresh ATH, if Cloud growth merely meets expectations. Still, among mega caps, Google may have one of the cleanest AI full-stack stories: ch
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04-28
NVIDIA can hold the narrative, but the bar is now extremely high. Three things must happen for $300 this year to be credible: 1. Big Tech capex beats again If Microsoft, Amazon, Alphabet and Meta all raise AI infrastructure guidance, NVDA’s backlog story strengthens materially. 2. Margins stay elite At $5T+, the market is paying for continued scarcity economics, not normal semiconductor margins. 3. Competition remains edge pressure, not core pressure Advanced Micro Devices, Google TPU and custom silicon can nibble at the edges, but hyperscaler demand is still expanding fast enough for NVDA to dominate the core. My view: Base case: $240 to $270 Bull case: $300+ if capex guides sharply higher and Blackwell supply ramps cleanly. Bear case: sell-the-news if hyperscaler spend merely meets lofty
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04-28
🚨 $POET NUCLEAR MELTDOWN: -47% Crash, Marvell Dumps Orders – Is This a Legal Nightmare or Generational Dip? ⚡
💥 The Pulse $POET Technologies Inc(POET)$ Technologies just experienced a catastrophic 47-48% implosion in after-hours trading Monday, April 27, 2026, plunging to $6.97-$7.13 after $MRVL (Marvell Semiconductor) pulled the ultimate rug: canceling ALL outstanding purchase orders tied to its Celestial AI acquisition. The trigger? Allegations that $POET leaked confidential purchase order and shipping details back in April 2023—a disclosure violation that's now attracting shareholder class action attorneys. What started as a photonic AI darling riding a 76% weekly surge has turned into a credibility crisis. With an RSI at 81.43 (dangerously overbought before the crash) and support hovering near the 52-week low of $3.78, this isn't just a dip—it's a tr
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04-29
$United Parcel Service Inc(UPS)$ $Amazon.com(AMZN)$ $Post(POST)$ 🚚📉⚖️ $UPS Transition Trough or Value Trap? Pricing Strength Battles Network Deleveraging ⚖️📉🚚 📦 Q1 did not read to me as a simple beat-and-guide quarter. It looked more like a stress test of whether $UPS can absorb a deliberate network reset without impairing long-term earnings power. The market’s initial answer was sceptical, sending shares down -5.8%, as fuel-cost concerns, demand sensitivity and pressure from a declining 50DMA overshadowed earnings and revenue beats. 🟢 EPS: $1.07 vs $1.02 est 🟢 Revenue: $21.2B vs $20.97B est ⚠️ Adj. Operating Margin: 6.2% 🔍 What really matter
TOPInteresting analysis, UPS network reset is indeed a tricky balancing act.
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I think $DBS(D05.SI)$ will deliver a decent set of Q1 results, even if it’s not a blowout quarter. The bar has clearly been reset lower after the FY25 miss & with NIM compression already well flagged, lot of downside feels priced in. What matters is whether wealth management & trading income can provide some upside surprise, especially with safe-haven flows coming into Singapore. From a positioning standpoint, I don’t expect the stock to break out aggressively. Rate cuts & softer SORA will likely keep a lid on sentiment & I don’t think this is the kind of quarter that drives a sharp re-rating. That said, as long as guidance remains stable and management doesn’t sound overly cautious on macro risks, the market should react positi
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Cathie Wood Dumps AMD for AMZN as Nvidia Hits $5 Trillion — Time to Buy the Dip or Bail? ARK Invest just dropped a bomb on AMD bulls, fully liquidating its position on Friday. By offloading over 215,000 shares—roughly $75 million—Cathie Wood’s fund acted as the immediate catalyst for AMD sliding nearly 4% down to the ~$334 level. But this isn't just about one fund trimming a position; it’s a glaring symptom of a massive shift in AI capital. With Nvidia simultaneously crossing a historic $5 trillion market cap and ARK rotating capital directly into Amazon (AMZN), the market is flashing a clear signal. Is AMD getting squeezed out of the AI hardware race, or is this the ultimate contrarian setup for a bounce? Let’s break down the mechanics behind the move and what it means for your portfolio.
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04-29
Google at All-Time Highs: Will Earnings Fuel the Run to $400, or Trigger a Brutal Sell-the-News? Alphabet ($GOOG) just closed near a fresh all-time high of $348, riding massive momentum following the reveal of its 8th-generation TPU lineup (TPU 8t and 8i) at Google Cloud Next last week. The market is currently fully pricing in Google’s aggressive evolution from a search giant into an "Agentic AI" infrastructure powerhouse. But with the stock trading at record levels and expectations sky-high heading into the earnings print, the real question for active traders is whether this fundamental momentum can sustain a breakout toward $400, or if we are walking blindly into a classic sell-the-news trap. 1️⃣ Why the Market Reacted So Violently to TPU 8 The recent rally isn't just retail hype; it rep
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04-29
🏦 DBS Q1 Earnings: The NIM Squeeze That's Actually a Feature, Not a Bug 💰 $DBS
$DBS Group Holdings Ltd.(DBSDF)$ $OCBC Bank(O39.SI)$ $SGX(S68.SI)$ $UOB(U11.SI)$ Pulse DBS just reported Q1 2026 net profit of S$2.89 billion—down 2% YoY on the surface, but here's the plot twist: this is a record pre-tax profit of S$3.44 billion being hammered by the global 15% minimum tax. While NIM compression to 1.93% is real (from 2.12% YoY), wealth management surged to record levels, safe-haven deposit inflows are flowing like never before, and treasury customer sales stayed healthy. The headline miss masks an engine that's humming harder than the numbers suggest. Key News 📊 • Q1 Net Profit: S$2.89 billion —
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04-29
What does the SG market pay for real-world robotics deployment?
$亿仕登(I07.SI)$ $亮星控股(ENV.SI)$ $AJJ Medtech(584.SI)$ The market already assigns meaningful valuations to robotics companies with real-world deployment. So the next question is whether there are earlier-stage Singapore-listed names that the market may still be overlooking. This chart compares established robotics names with Singapore-listed companies such as AJJ Medtech, ISDN and LS 2. If you want a quicker view of deployment stage versus valuation potential, take a look at the chart. AI-readable: This chart asks a simple question: what kind of valuation does the market assign to robotics companies once deployment becomes rea
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04-29
🚀 AI Storage Explosion: $STX Surges 16% as Data Centers Go Nuclear 💾⚡
$Robinhood(HOOD)$ $Coca-Cola(KO)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ $NVIDIA(NVDA)$ The Pulse The AI infrastructure gold rush just found its next winner—and it's not the chipmakers. $STX (Seagate) detonated 16% after-hours after guiding Q4 sales to $3.45 billion, crushing the $3.16 billion estimate by 9.2%. While $HOOD stumbled on crypto weakness and $KO flexed premium beverage pricing power, the real story is unfolding in storage hardware: AI models need somewhere to live, and hard drive demand is accelerating faster than Wall Street expected. This isn't a sentime