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08-03 06:36
$Li Auto(LI)$ is an interesting company. I am still deciding whether to cut losses or hold.... The positives 1. Strong brand in China Li Auto has built a loyal customer base in the premium SUV segment. Its focus on family vehicles has helped it differentiate itself from many EV competitors. 2. Large cash position The company still has a substantial cash balance, giving it flexibility to invest in new models, AI, and autonomous driving even during a difficult period. 3. New product cycle The refreshed L-series and newer models have been attracting orders, and management expects deliveries to improve as these launches roll out. The concerns The biggest issue is profitability. Earlier this year: * Gross margin fell sharply. * The company reported an op
TOPa9032: I compared Li Auto with Nio and XPeng on Q1 margin too. Li took the hardest hit — can new orders really offset that fast enough?
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08-03 06:48
$Tesla Motors(TSLA)$ Not cutting TSLA despite post earnings let-down - holding on for a blowout end to 2026🎯
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08-03 07:41
$Palantir Technologies Inc.(PLTR)$ This is the only stock still Green..
113
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08-03 07:42
$Torm PLC(TRMD)$ TORM go go go to the moon 🌙!!!
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08-03 17:48
$AMBA Breaks Out 16%, $97 Back in Play
$Ambarella(AMBA)$ $Ambarella (AMBA) +16.08%: Edge AI SoC Leader Explodes Past Resistance, $97.73 Target in Sight 🚀 Latest Close Data: AMBA closed at a stunning $86.00 on Aug 3, 2026, skyrocketing +16.08%. The stock is now just -11.06% from its 52-week high of $96.69, steamrolling past its prior resistance of $88.26. Core Market Drivers: The surge is a pure play on the Edge AI transformation. Ambarella's low-power SoCs are mission-critical for the shift from AI model training to real-world deployment in autonomous vehicles, robotics, and smart vision. This is fueled by massive industry momentum and reinforced by a mega-deal with Hanwha, demonstrating a clear path to commercialization. Technical Analysis: The breakout is validated by a Volume Ratio
159
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08-03 08:01
$Apple(AAPL)$ DBS Group Holdings (SGX: D05) remains a strong core holding for income and blue-chip stability, though its current valuation leaves modest room for capital appreciation in the near term. Key Fundamentals & Performance Overview Valuation & Price Target: The stock is trading near record high levels around S72.00–S74.00, with consensus analyst price targets averaging around S73.50 to S75.85, suggesting limited immediate upside potential (~0% to 2.5%). Price-to-Book (P/B) Ratio: Trading at a elevated P/B ratio relative to its historical 5-year average (~1.44x), reflecting strong premium asset quality and earnings confidence, but signaling that entry prices are currently rich. Earnings Resiliency: Net Interest Income
TOPI added around 72.5 for the 5% yield and WM growth. Near 1.44x P/B, I’m more hold than chase here
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08-03 08:12
$Tesla Motors(TSLA)$ still languishing. When will it do an Amazon
242
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08-03 08:24
$Lam Research(LRCX)$ once the panic is over fly back to 400
46
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08-03 08:25
$Schwab US Dividend Equity ETF(SCHD)$ through the ups and downs, just keep buying...
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08-03 11:01
$Advanced Micro Devices(AMD)$
TOPQ3 data center up 80% YoY is the real meat, margins matter more. AMD I can hold. TSLA needs actual follow-through lol
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08-03 11:18
$Amazon.com(AMZN)$ very bullish on AMAZON stock price target of $360 by year's end
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08-03 11:54
$Vanguard S&P 500 ETF(VOO)$ hold for long term
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08-03 12:38
$Microsoft(MSFT)$ I mentioned this before the earnings Last week that msft is way undervalued. Despite the surge in the last few Days, it has more room to run. Don't be distracted by Its AI spending & software scare. These are noise.
TOPI added before earnings too, and this still feels early. Azure plus AI wasn't noise to me at all
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08-03 15:09
$Tesla Motors(TSLA)$ Losing profit each day
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07-31
Keppel (BN4) 1H2026 Earnings: Yield, Gearing, And ICR All Just Failed 🦖
Keppel (BN4) 1H2026 Earnings: Yield, Gearing, And ICR All Just Failed 🦖 🔍 I kept looking past the 25% core profit jump, because the uncomfortable part is what happens when the legacy book still sits in the same company. Keppel can grow the engine and still leave income investors with a balance sheet that does not behave like a clean yield vehicle. 💰 For CPF and SRS investors, that is the real tension here, the ordinary dividend works out to just 2.96% at S$11.49, while the consolidated leverage and interest coverage still stay under pressure. Iggy's Forensic Zone: Zone 5, Red Zone. The headline story is improving, but the cash you can actually trust is not yet clean enough for retirement income. 📺 YouTube: https://youtu.be/FElvBR4yMHU 📩 Substack: https://investingiguana.com/p/keppel-bn4-1h
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07-31
Why Boeing’s Free-Cash-Flow Turnaround Is Becoming More Credible but Not Yet Complete
$Boeing(BA)$’s second-quarter performance marked another step away from crisis management and toward operational recovery. The company’s shares rose on July 28, 2026, after its results showed positive free cash flow and improving aircraft deliveries. For investors, the essential question is no longer whether Boeing has demand. Its commercial backlog already demonstrates that. The real question is whether Boeing can convert that demand into aircraft, cash and sustainable margins without triggering another quality setback. Boeing announced its second-quarter results on July 28, following the earlier release of its quarterly delivery data on July 14. Boeing’s official second-quarter delivery announcement and its investor materials provide the relevant
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07-31
I’m leaning toward Option B — the Fed keeps rates unchanged through year-end. The 9–3 vote shows growing concern about inflation, but higher Treasury yields are already tightening financial conditions. Unless inflation picks up again, I think the Fed will wait for more data. I’m watching core PCE, CPI, and the labor market most closely. If inflation continues to cool and job growth slows gradually, another rate hike becomes less likely. However, persistent oil-price strength could keep inflation sticky and delay any policy easing. For investing, I expect high-growth stocks to stay volatile while yields remain elevated, whereas energy stocks could benefit from firm oil prices. I’m staying selective and focusing on companies with strong earnings rather than reacting to short-term market mov
TOPEnergy still looks cleaner here. I’m avoiding high-growth too — if core PCE cools, do you think oil can stay this firm?
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07-31
$Apple(AAPL)$ Apple's warning matters because it comes from demand exceeding available components rather than weakening consumer demand. If memory constraints are temporary, investors may look through one or two quarters, especially given Apple's balance sheet and ability to secure supply ahead of rivals. However, if shortages persist, they can delay product shipments, pressure margins through higher procurement costs, and slow services growth by limiting new device sales. A 5% to 6% after-hours move suggests the market has already repriced much of the near-term risk. The next key question is whether suppliers such as SK Hynix, Micron and Samsung can expand advanced memory output quickly enough. If supply normalises, this is likely to be vie
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08-01
July 2026 Portfolio Update: Channeling "Berkshire Time"
July 2036 portfolio gained SGD45000 or 8.3%. Dividend collection is SGD14000 year to date. During the dot-com crash of 2000, Berkshire Hathaway surged over 26% while the tech-heavy NASDAQ plummeted nearly 40%. This period perfectly illustrates "Berkshire Time"—a phenomenon where conservative, value-driven strategies shine while speculative markets crumble. My core portfolio mirrors this defensive philosophy, focusing heavily on Singapore (SG) and Hong Kong (HK) dividend-paying blue chips. To add a bit of growth potential, I maintain a smaller satellite portfolio dedicated to deeply discounted Hang Seng TECH (HS Tech) stocks. While this value-and-yield approach frequently lags behind during aggressive, growth-fueled market rallies, it proved its worth this month by successfully beating the