The Great Grab Awakening: From Beatdown Stock to Cash Monster
🌟🌟🌟The market finally woke up and stopped treating $Grab Holdings(GRAB)$ like a forgotten parking ticket. Let's be honest. Before this week, looking at Grab's stock chart felt like watching a slow motion car crash. Grab's stock was brutally battered, losing nearly 33% year todate. Wall Street critics aggressively dismissed it as a growth -at-all-costs cash burner. But while the Bears were busy writing obituaries, 57 million people across Southeast Asia were using the Grab App to move, eat and pay every single day. The fundamental truth did not just catch up with Grab's stock price, it absolutely steamrolled it. Grab's Amazing Turnaround Grab shattered expectations
ARKG Investment Tracker position change: Increased position in Pacific Biosciences of California by 246,575 shares, the number of shares held increased 2.09% compared to the previous period and now represents 1.35% of the total position.
ARKK Investment Tracker position change: Decreased position in Kratos Defense & Security Solutions by 38,216 shares, the number of shares held decreased 2.24% compared to the previous period and now represents 1.27% of the total position.
See you on the One Good Trade Live show at 1030AM to find out if it is time to buy the Singapore banks
Find out what renowned educator and remisier Joey Choy thinks about the Singapore bank stocks of $DBS(D05.SI)$$UOB(U11.SI)$$OCBC Bank(O39.SI)$ on this earnings week! Head of Singapore Warrants Jamie Chung will share on how one can use call or put warrant to trade the moves in the Singapore banks in the short-term! *This show is sponsored by Macquarie Warrants Singapore and Joey’s view does not represent that of Macquarie’s. Join us live on YouTube at 1030AM: https://www.youtube.com/watch?v=Nu_23-i18ZE One Good Trade: DBS, OCBC & UOB Sold Off… Is It Time to Buy?
This morning, $DBS(D05.SI)$ S gapped down 2% to trade below the $70 level, after the bank announced before-market a third quarter (3Q26) profit that missed market estimates, weighed by softer wealth management fees and trading income DBS has now pulled back 11% in the past month from its 6 October peak of $78.56, with the three technical indicators of RSI (11.3), Stochastic Oscillator (%K at 11.7) and Bollinger band (below lower band) flashing oversold signals (Bloomberg) According to Bloomberg, this is a rare confluence of oversold signals that historically marks a short-term selling exhaustion point Importantly, while today’s earnings miss has disappointed, some analysts remain positive on DBS; outlook and share price In a flash note pub
Apple Inc. (AAPL): Post-Fiscal Q4 2026 Earnings Analysis and Strategy Outlook
Following $Apple(AAPL)$ fiscal Q4 2026 earnings report on 2 November 2026, the stock fell despite hitting a headline beat of $114.48 billion in revenue and $2.10 EPS. In this article, we would like to share how we are evaluating the market disconnect, gross margin pressures, greater china dynamics, services monetization, and the next hardware refresh cycle. 1. Financial Snapshot: Core Data at a Glance While headline figures presented a solid beat against Wall Street estimates, underlying metrics revealed mixed signals across business segments and geographic regions. The table below outlines Apple's fiscal Q4 2026 operational performance relative to historical baselines and consensus expectations. 2. The Post-Earnings Sell-Off: Why Headlines Proved
US stocks closed October 2026 with sharp losses as disappointing earnings from AMZN & GOOG reignited concerns over the mounting costs of Big Tech's AI investments and the potential returns on such massive spendings. US Composite Index - 05 Oct 2026 to 03 Nov 202626 to The broader market struggled throughout the month: The S&P 500 fell -1.2%, while the tech-heavy Nasdaq tumbled -5.2%, marking its worst monthly drop since March 2025, according to Yahoo Finance. The Dow bucked the trend and even managed a +1.5% gain for the month, standing out as a rare exception to the market-wide decline. Shocking Truth. Latest bout of selling followed quarterly earnings reports from AMZN and GOOG, that Failed to meet certain market expectations. Raised concerns & questions about whether their
Morgan Stanley Sees an 80GW-Plus Power Shortfall: Where Could AI Storage Demand Flow?
Hey Tigers 🐯! The next constraint on AI growth may be how quickly a data center can secure reliable power. In a November 3 discussion, Morgan Stanley analysts David Arcaro and Andrew Percoco outlined a projected power shortfall of more than 80GW by 2029 and a growing role for on-site generation and battery storage.[1] That longer-term outlook sits alongside a difficult market reaction. Reuters reported that the S&P 500 gained 1.6% on November 4 while its energy sector fell 4.8%, as investors reassessed the post-election policy outlook.[4] The investment question is which companies can turn demand for electricity into delivered systems, revenue and durable profits. 1️⃣ What Is Actually Holding AI Power Back? Arcaro's 80GW-plus estimate comes from a discussion of U.S. utilities and data-
🐱 Market Sentiment: Politics, Technology and Stock Market Volatility I find these articles interesting because they highlight how different factors can influence the stock market. Apple’s share price falling despite its earnings report reminds me that good results do not always mean a rising stock price. Investors are also watching political developments ahead of the US midterm elections, while uncertainty surrounding AI investments could create further volatility in technology stocks. My takeaway is that I should not simply follow headlines or chase market rallies. I prefer to watch valuations, earnings, market sentiment and opportunities to accumulate quality stocks during corrections. @WallStreet_Tiger
$PLTR 20261120 180.0 CALL$ 🐱 Why I Sell Covered Calls on PLTR, NVDA and Netflix – Turning My Shares into Regular Income The stock market is not just about buying shares and waiting for prices to go up. I believe there is another way to make my portfolio work harder: selling covered call options on shares I already own. My strategy is simple. Instead of letting my stocks sit idle in my portfolio, I sell call options to collect premiums. This allows me to generate additional income while continuing to participate in potential stock price appreciation. Three companies I like using this strategy on are Palantir (PLTR), Nvidia (NVDA) and Netflix (NFLX). I choose these companies because they operate in different areas of the
$ProShares UltraPro QQQ(TQQQ)$ Trading TQQQ requires careful analysis, patience, and strong risk management. As a leveraged ETF that tracks three times the daily performance of the Nasdaq-100, TQQQ offers opportunities for higher returns but also carries significant risks. During my trading experience, I learnt the importance of identifying market trends, monitoring price movements, and choosing suitable entry and exit points. I also realised that emotions can influence trading decisions, especially when the market becomes volatile. Moving forward, I will focus on following my trading strategy, setting clear stop-loss levels, and avoiding impulsive decisions. Every trade provides valuable lessons to improve my discipline and consisten
November Market Outlook: Three Catalysts That Could Reshape Hong Kong and US Stocks
October was a difficult month for technology investors. Concerns about excessive AI spending, stretched valuations and weaker confidence in the returns from data centre investments put pressure on technology shares. However, November is bringing a different set of opportunities and risks for both US and Hong Kong markets. I believe investors should pay particular attention to three developments: the US midterm elections, the Ant Group IPO story and NVIDIA’s performance. Each represents a different part of the investment landscape, from political uncertainty and China’s financial technology sector to the global AI infrastructure boom. 1. US Midterm Elections: Could Political Uncertainty Become a Market Headwind? The US midterm election results have delivered a significant political developm
THE AI TRADE SPLITS IN TWO - A Democratic Sweep Sparks a Rally, but Data-Center Stocks Face New Risks
Senate & House WALL STREET WELCOMES POLITICAL CLARITY The midterm elections delivered a sweeping victory for Democrats, who secured control of both chambers of Congress. Yet rather than triggering a broad selloff, the result helped fuel a relief rally on Wednesday morning. Investors appear to be betting that divided government could limit the scope of major policy changes. Democrats may be able to obstruct President Trump’s legislative agenda, but advancing their own priorities could prove equally difficult. JPMorgan strategists described the outcome as a potential “clearing event,” giving markets an opportunity to look beyond the political uncertainty that had been building ahead of the vote. The initial reaction was dramatic: stock futures reversed overnight losses and moved sharply
November Is Bullish 80% of the Time. So Why Did Nvidia Fall 3% While the Dow Surged 3%? The Market Is Sending a Message.
November has arrived. And Wall Street has suddenly turned green. On November 4: Dow: +3.03% S&P 500: +1.58% Nasdaq: +1.44% Hong Kong joined the recovery. Hang Seng: 23,919.50 (+1.67%) Hang Seng TECH: 3,936.02 (+1.77%) After a brutal October, this looks encouraging. But here's what caught my attention. NVIDIA FELL 3.17%. While the Dow surged more than 1,500 points. And Hong Kong technology stocks? They had lost approximately: 11.7% IN OCTOBER. So are we witnessing the beginning of a broad November rally? Or something more selective? I think the second possibility deserves much more attention. Because the next rally may not reward the stocks that led the last one. THE MARKET IS ROTATING BEFORE EVERYONE HAS REALISED IT. 🔥 FIRST, ABOUT NOVEMBER'S FAMOUS 80% WIN RATE Since 1996, the S&P
Navigating Tech Volatility: Core Drivers, Trade-Offs, and Portfolio Strategies for Invesco QQQ (QQQ) Post-Elections
Following the confluence of the U.S. midterm elections and ongoing Middle East friction, the $Invesco QQQ(QQQ)$ Invesco QQQ Trust (QQQ) closed at $691.95 (up 0.97%) as part of a broader post-election relief rally. In this article, we will be sharing the factors that is driving QQQ, which includes the core drivers, key trade-offs, AI & semiconductor sector impacts, and tactical portfolio positioning. 1. Current Market Landscape & Post-Election Dynamics The recent move in the Invesco QQQ Trust to $691.95 (+0.97%) reflects a classic financial market response to political certainty. Historical market behavior demonstrates that equity markets—particularly growth-dominated indices like the $NASDAQ 100(NDX)$</
Musk has been betting heavily on Texas in recent years because the state is a long-term base for the Republican Party, with loose regulation and business environment, and the state government offering preferential treatment to attract businesses to have their headquarters locally. Musk moved Tesla's global headquarters from California to Austin, Texas early in his life to build the world's largest automobile superplant. His SpaceX also had its headquarters in the state and established a starship rocket research, manufacturing, assembly and orbital launch center in southern Texas. Other businesses such as artificial intelligence company xAI's deep layout of computing power, engineering and data center supporting infrastructure in Texas. The first four power centers include Texas, Virginia,
The AI Trade Isn’t Dead: Overlooked Demand in AMD, Qualcomm, Palantir and Intel—Plus Anthropic’s IPO
Hello everyone! Today i want to share some trading ideas with you! 1 $Advanced Micro Devices(AMD)$ is getting sold on fears of a data center slowdown even as its data center revenue nearly doubled to $8.5B and CEO Lisa Su laid out more than 80% company growth for 2027. What I think gets overlooked is that AMD sells compute wherever the racks get built and AI agents create enormous CPU demand around orchestration, databases and tool use alongside GPUs which is why management now expects server CPU revenue to double next year. 2 $Qualcomm(QCOM)$ says its custom AI accelerators started shipping in October with $Amazon.com(A
The AI Buildout Isn’t Over: Bullish Cases for Nebius and Ouster
Hello everyone! Today i want to share some trading ideas with you! 1 The more definite winners will be: 1. Those who have a diversified portfolio across US, EMEA & APAC 2. Those who have secured capacity capacity. 3. Those who have permits approved $NEBIUS(NBIS)$ answers all three. 2 Another extremely bullish $Ouster Inc.(OUST)$ call: I'm now forecasting ~$345M in revenue in FY27 and then 40% CAGR from there to 2030. That'll give us $950M in revenue in 2030. At 30% EBITDA margins we have $285M in EBITDA. At a 25x EBITDA multiple that'd give us a $7.2B EV. Equity value would be ~$7.6B. At ~5% dilution, we'll end up with a bull case target ~$85. "Everything that moves is
$NuScale Power(SMR)$ Consensus expectations point to quarterly revenue of about $10.79 million, down 2.53% year over year, while adjusted EPS is projected at negative $0.22. Recent sell-side actions also turned more conservative: Barclays downgraded the stock to Underweight with a $5 target