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AEM +18%, NTT DC REIT Flat: Singapore's AI Infra Play, Are You In?
$AEM SGD(AWX.SI)$ surged +17.84% to S$9.84 today after reporting Q1 FY2026 net profit of S$14.347M, confirming a semiconductor equipment cycle recovery. Meanwhile $NTT DC REIT USD(NTDU.SI)$ — SGX's first pure-play data centre REIT — sits at S$1.02, barely off its July 2025 IPO price after releasing full-year results this week. Both companies are direct plays on AI infrastructure buildout. One ran 18%. The other didn't move. That gap is worth unpacking. AEM: From Intel Dependency to AI Chip Testing AEM builds semiconductor test handlers — precision equipment that validates chips before they ship. The company was badly hit in 2024 when Intel slashed capex, cratering AEM's order book. Q1 FY2026 net prof
TOPShyon: I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEM’s +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer AEM because semiconductor equipment stocks usually have much stronger earnings leverage during an AI upcycle. NTT DC REIT feels more like a slower long-term infrastructure story, while AEM offers higher growth potential despite the higher volatility. @Tiger_SG @TigerStars @Tiger_comments
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05-14
NVDA moat shrinks. GOOG, AMZN, CBRS chip away?
Nvidia Current Headwinds. $NVIDIA(NVDA)$ has long been the undisputed leader in the AI accelerator market, commanding roughly 86% of share. This dominance, however, is increasingly being challenged as its partners and rivals begin to encroach on its territory. $Alphabet(GOOG)$, $Amazon.com(AMZN)$ and other major technology companies are no longer content to rely solely on NVDA’s GPUs. Instead, they are investing heavily in their own chip architectures: GOOG’s TPU program, for instance, has secured a massive 5-year, $200 billion commitment from Anthropic. AMZN’s Trainium chips meanwhile have attracted $225 billion in commitments, with
TOPNice Sharing 😁 @Barcode @Shyon @koolgal @Aqa @DiAngel @Shernice軒嬣 2000
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05-14
$SWKS Recovery Rally Continues as Buyers Target $69 🎯
$Skyworks Solutions(SWKS)$ $Skyworks Solutions (SWKS) Rallies +2.76%: Semicon Giant Rebounds from Support, Eyes $69 Breakout 🚀 Latest Close Data 📊 Closed at $68.14 on 2026-05-14, up +2.76% (+$1.83). The stock remains ~25% below its 52-week high of $90.90. Core Market Drivers ⚙️ The rebound follows a period of volatility post-Q2 earnings, where EPS beat expectations ($1.15 vs. $1.03 est.) but revenue declined YoY, sparking profit-taking. The broader semiconductor sector showed mixed performance, providing a stabilizing backdrop for the recovery. Technical Analysis 📈 Volume: Daily volume of 4.62M shares is below average (Volume Ratio: 0.67), suggesting the rally lacks strong conviction. MACD: The DIF (2.718) remains above the DEA (2.690), with a pos
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05-14
$TM Holds Key Support, Setting Up Potential Move Toward $190+ 🎯
$Toyota(TM)$ $Toyota Motor Corp. (TM) Gains +2.87%: Value Giant Rises on Solid Earnings, $186-$188 Range in Focus 🚗📈 Latest Close (May 14, 2026): $186.89, up +2.87%. Stock remains ~25% below its 52-week high of $248.90. Core Market Drivers: The stock's recent uptick follows the release of its FY2026 results and FY2027 outlook. While concerns about geopolitical tensions and potential demand slowdowns initially weighed on the stock, solid underlying fundamentals and a forward P/E below historical average are attracting value-focused capital. Technical Analysis: Volume was 590.7K, with a volume ratio of 1.05, indicating average participation in the rally. The 6-day RSI at 43.33 is recovering from oversold territory (below 30), signaling a potential sho
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05-14
$DDD Eyes 52-Week High Retest After Strong Technical Reversal Signal 🚀
$3D Systems(DDD)$ $3D Systems Corp(DDD) Gains +2.89%: Momentum Builds as Stock Tests Key $3.21 Resistance 🚀 Latest Close Data 📊 As of May 14th, DDD closed at $3.20, up +2.89% (+$0.09). The stock is now 15.8% below its 52-week high of $3.80. Core Market Drivers 🧠 Recent market focus on industrial and tech manufacturing has provided a supportive backdrop. The stock's recent uptick aligns with a broader rotation into value-oriented industrial names, with no major company-specific news driving the immediate move. Technical Analysis 📈 Volume was 7.9M shares, with a volume ratio of 1.00, indicating average participation. The 6-day RSI is elevated at 84.9, signaling strong short-term momentum but nearing overbought territory. The MACD (DIF: 0.20, DEA: 0.1
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05-14
$TXN Rallies +3.8%: Semiconductor Giant Eyes $340 Upside
$Texas Instruments(TXN)$ $Texas Instruments (TXN) Rallies +3.78%: Pushes New 52-Week High, Eyes $340 Upside 🚀 Latest Close Data 📊 Closed at $306.34 on May 14, 2026 (ET), up +3.78% (+$11.17). This is a new 52-week high, surpassing the previous high of $309.32. Core Market Drivers 💡 The rally is fueled by a stellar Q1 earnings report, where revenue and EPS significantly beat expectations. Strong demand from the industrial and data center segments, with data center sales surging 90% YoY, is a key catalyst. The broader semiconductor sector remains buoyant. Technical Analysis 📈 Volume was solid at 7.55M shares. Key indicators show strong momentum: RSI(14) at 80.4 indicates overbought conditions, signaling strong buying pressure but also caution. MACD re
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05-14
SGX Daily Top Movers (14-5-2026): D05, G13, O39, Z74, U11, AWX, C38U, 558, BS6 & A17U lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $Genting Sing(G13.SI)$ $OCBC Bank(O39.SI)$ $Singtel(Z74.SI)$ $UOB(U11.SI)$ $AEM SGD(AWX.SI)$ $CapLand IntCom T(C38U.SI)$ $UMS(558.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $CapLand Ascendas REIT(A17U.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $AEM SGD(AWX.SI)$
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05-14
$BABA F4Q26 Report Digest: AI Accelerates; Near-Term Margin Pain Looks Intentional
👋 Hey Tigers! The F4Q26 earnings report for $Alibaba(BABA)$ is in. Here's what the Tiger Research Team is saying: 👉 Maintain BUY rating 👉 Price Target maintained at $175 📈 👉 Latest Price as of May 13th: $144.22 The quarter was strategically encouraging but financially messy — revenue and profits missed estimates meaningfully, yet AI and cloud commercialization showed acceleration. Here's the breakdown 👇 1. F4Q26 Financial Check: The Numbers vs. Estimates 📉 Revenue: 📊 Revenue of RMB243.4bn was 4% below Tiger estimates (RMB253.5bn) and 1% below consensus (RMB247.0bn) The miss was partly due to reclassification of certain merchant subsidies from sales & marketing expense to contra-CMR Profitability (the main negative): 📉 Gross profit of RMB84.0bn
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05-14
$ICE, $FICO, and $ZTS Are the Types of Businesses Long-Term Investors Study Closely
All investors should study Fair Isaac $Fair Isaac(FICO)$ Yes, long-term debt is a high percentage of total assets, but their interest expense is a low percentage of operating profit (meaning debt is affordable). And yes, stock-based compensation is a high percentage of operating cash flow, but their FCF per share CAGR is high and their shares outstanding are dropping quickly (meaning there's still great capital allocation). $Zoetis(ZTS)$ has recently seen its FCF yield jump up. The market is clearly pricing in slower long-term growth and some margin pressure versus its historical premium. Yet the core animal health franchise remains highly resilient, with recurring revenue and durable demand from pet owner
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05-14
Tencent Holdings Ltd. 1Q26 Digest: Core Cash Engine Remains Strong; AI Story Becomes More Investable
👋 Hey Tigers! The 1Q26 earnings report for Tencent Holdings ( $TENCENT(00700)$ ) is in. Here's what the Tiger Research Team is saying: 👉 Maintain BUY rating 👉 Price Target decreased to HK$690 (was HK$700) 📈 👉 As of May 13th Price: HK$457.20 The quarter was strategically positive and financially solid — revenue was slightly light on timing, yet profits beat estimates. More importantly, core businesses remain highly cash generative while AI is moving from a broad strategic narrative into visible product deployment and early monetization. Here's the breakdown 👇 1. 1Q26 Financial Check: The Numbers vs. Estimates 📊 Revenue: 📊 Revenue of RMB196.5bn was 3% below Tiger estimates (RMB203.2bn) and 1% below consensus (RMB197.6bn) The miss was partly due to
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05-14
$NVDA, $NIO & $PLUG Continue Rewarding Early Bull Cycle Entries 🔥
Momentum continues rotating aggressively into AI, EVs, clean energy, and infrastructure plays as several previously flagged setups are now delivering major breakout gains. Stocks like $NVDA, $PLUG, $NIO, and $ENPH are confirming strong bull-cycle behavior, while traders closely watch whether weakened names like $IREN can stabilize or turn into bull traps amid heightened volatility. 1. $NIO Inc.(NIO)$ $NIO is already +50% since we flagged this move and it still looks early. First target is close, but my roadmap has price reaching $11 over the next 12–24 months. 2. $Plug Power(PLUG)$ $PLUG is already up 100% since we flagged the bull cycle 5 months ago. We are now pushing into my first target… and I still se
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05-14
$GOOG Surges Toward All-Time High as AI & Space Hype Accelerates 🚀
$Alphabet(GOOG)$ $Alphabet Inc.(GOOG) Soars to $399.04: AI & Space Data Center Hype Fuels Breakout, Eyeing $450 🚀 📈 Latest Close Data Closed at $399.04 on 2026-05-14, up +3.97% (+$15.22). The price is just $0.89 shy of its 52-week high of $399.93. 💡 Core Market Drivers AI & Space Synergy: Reports of Alphabet's interest in SpaceX's space data center project have fueled investor excitement, highlighting the convergence of AI infrastructure and space tech. Strong Institutional Sentiment: The stock continues to ride a wave of positive analyst sentiment, with a clear majority recommending "Buy" or "Strong Buy." 📊 Technical Analysis Volume: Daily volume of 18.16M shares shows solid participation in the rally. RSI (12): At 75.4, it's in bullish t
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05-13
$SNDK 20260515 1370.0 PUT$ 2 more days to go ...
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05-13
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA)@Tiger_CashBoostAccount @CashBoost @TigerStars @Tiger_Contra Support / Resistance 📈📉: Support: $435, $430, $425, $422 (?), $414.5 Resistance: $440, $445, $450 Outlook 📝: TSLA opened above $435 when the market opened earlier. If it manages to hold $435, we may be heading in for more short term upside towards $440. If TSLA manages to break
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05-13
$Alphabet(GOOGL)$ AMD is another up and coming AI player which huge runway ahead.
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05-14
$MU Surges +4.8%: AI Memory Giant Charges Toward All-Time High
$Micron Technology(MU)$ $Micron Technology, Inc. (MU) Rallies +4.83%: AI Memory Leader Tests All-Time High, $820 Resistance in Focus 📈 Latest Close Data: As of May 14, 2026, MU closed at $803.63, surging +4.83% (+$37.05). The stock is now within a whisker of its 52-week high of $818.67. Core Market Drivers: 1) Continued strong demand for high-bandwidth memory (HBM) and DRAM from AI infrastructure. 2) Positive sentiment in the broader semiconductor and storage chip sector, as highlighted by recent industry news. 3) Solid quarterly earnings and forward guidance supporting the bullish narrative. Technical Analysis: The rally was supported by strong volume (54.88M shares, Volume Ratio 0.88). The MACD (DIF: 90.36, DEA: 64.59, MACD: 51.55) remains in a st
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05-14
$Nokia Oyj(NOK)$ rising due to recent positive news. What is the next?
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05-14
$NVIDIA(NVDA)$