🌟🌟🌟$CapLand IntCom T(C38U.SI)$ is Singapore 's largest SReit.  I invest in CICT because it gives me stability, visibility, income and exposure to Singapore's most valuable commercial assets.  CICT's strength comes from its retail and office mix.  Retail gives me daily necessity spending while Office gives me long leases and corporate stability. With a dividend yield of 4.6% on top of capital growth, CICT is one asset I will hold long term. When Singapore thrives, CICT thrives. @Tiger_comments  @TigerStars  @Tiger_SG  

AMD's Renaissance: Record Revenue Meets AI Supercycle  🌟🌟🌟$Advanced Micro Devices(AMD)$  is no longer just playing catch-up.  It is establishing a dominant, independent narrative in the global AI race.  Following an excellent Q4 25 earnings report where revenue hit a record USD 10.3 billion, up 34% YoY, AMD recently surged 3.4% to a high of USD 217.50. This momentum is anchored by the explosive ramp of the Instinct MI300X and MI350 series, with CEO Lisa Su confirming that 8 of the top 10 AI companies are now using Instinct GPUs for production workloads. The Technical Frontier: USD 215 is the New Floor Support Level:  The recent breakout has established USD 215 as a critical new support level. Next

Warren Buffett's Empty Hook:  Is He Waiting for Big Discounts? 🌟🌟🌟If you are staring at the S&P500 and wondering why Warren Buffett has not pulled the trigger yet, you are not alone.  While the rest of us are buying the dip in April he is saying no to "bottom fishing". Despite sitting on a monstrous, record breaking cash pile of USD 380 billion, Warren Buffett is choosing to wait.  For the Oracle of Omaha, a Big Decline isn't just a red day.  It is a fundamental restructuring of the market. What a Big Decline Actually Means for Me When the market drops another 10% to 20% it is more than just shrinking numbers.  It is a valuation reset that cleans out the expensive AI hype froth. The Yield Boost:  As prices fall, dividend yields instantly rise.  The de

🌟🌟🌟 Today we celebrate the resurrection joy of Easter & the ancestral reverence of Qingming. At its heart both festivals are about Spring. Easter: A celebration of spiritual rebirth, new beginnings & hope. Qingming: It means Clear & Bright.  It is the most important day for ancestor worship in Chinese culture. It is the only time of the year where my shopping list includes Easter eggs and joss paper. I will be going to Church this morning, followed by a lovely outing with my family at Gardens by the Bay. Then there is the Easter Egg Hunt for the kids and eating lots of Hot Cross Buns & Qingtuan. The prevailing theme today is Rejuvenation. As we usher in the beauty of Spring, let's take a page from Benjamin Graham's book of wisdom, not just for stocks but for life: The

Easter and Qingming: A Time for Renewal, Remembrance & A Prayer for Peace  🌟🌟🌟This year, my Easter weekend comes with a dual meaning.  It sits right beside Qingming Festival and somehow these two ancient traditions feel like they were meant to meet. In the morning, I will be heading to church, letting the Easter message of Hope, Renewal and Grace settle into my heart.  Easter is a poignant reminder that even in the darkest seasons, Light finds a way to return. And in the spirit of Qingming, I will spend the day with my family - honouring our ancestors, remembering the people who shaped our lives and giving thanks for the roots that keep us grounded no matter where we are in the world. Where better to blend these two than Gardens by the Bay? A place where flowers bloom li

🌟🌟🌟 When Easter Hops into Qing Ming, we have a wonderful fusion of East meets West. This is Part 2 of my post showing the Western Painting. Somewhere between Easter Bunny and Tiger Mascot, East meets West and shake hands. What a wonderful way to celebrate these special days.  Happy Easter to all my Dear Tiger Friends 😍😍😍🐰🐰🐰🐯🐯🐯 @Tiger_comments @Tiger_SG @TigerClub @Tiger_SG @CaptainTiger

🌟🌟🌟 This year, the calendar decided to play matchmaker: pairing Easter with Qing Ming & giving us a cultural crossover of special significance. On one side in a delicate Chinese ink painting, Easter bunny plays hide and seek with a basket of Easter eggs & a Giant Easter Egg. On the other side, in a bold Western painting, a weeping willow sways gently while an ancient Chinese kite dances in the sky.  Our ever cheeky Tiger mascot pops in & say "Surprise!  I am multi cultural now". Easter brings renewal. Qing Ming brings remembrance. Together they remind us that Love travels across time, borders & traditions. Happy Easter!  May your blessings arrive from every direction, whether carried by Easter Bunny or Tiger.🥰🥰🥰 🥚 🥚 🥚 🐰 🐰 🐰

Tesla's Q1 Reality Check:  What Should Investors Do? 🌟🌟🌟If your portfolio was hoping for a smooth ride this Easter, $Tesla Motors(TSLA)$  has just decided to take a detour through some very rough terrain.  On April 2, Tesla reported 358,023 global deliveries for Q1, missing Bloomberg consensus of 372,160.  To add some spice to the drama, Tesla actually produced 408,386 vehicles, a 13% jump YoY.  This means that there are now around 50,000 Tesla vehicles sitting in a logistical bottleneck waiting for a forever home. The market reaction? A swift 5.4% drop on the day, bringing the YTD losses to a staggering 20%. Is Tesla Still A Buy?  The Tug of War Whether Tesla is a Buy depends on if you

🌟🌟🌟The market just got a massive case of whiplash.  One minute we were celebrating a "peace rally" that saw KOSPI surge over 8% on April 1, the next minute Trump's "Stone Age" speech on Wednesday night, sent everyone running for the exits. After that brief high of 8%, KOSPI plummeted 4.5% on April 2, wiping out a huge chunk of the peace gains. Why? Korea is one of those countries most vulnerable to energy shocks as it imports nearly all its energy.  Even Samsung Electronics and SK Hynix retreated sharply as investors de-risked their portfolio. However for those who believe that AI is the future, it is a flash sale on the world's most critical AI hardware. If you are ready to reserve a spot in the Korean recovery, then $iShares MSCI South Ko

🌟🌟🌟 $Kroger(KR)$ isn't just a grocery store.  It is the largest supermarket chain in the US by revenue, operating over 2,700 locations under various banners like Ralphs, Fred Meyer and Harris Teeter. Unlike many competitors, Kroger is also a food manufacturer too.  It operates over 33 food production factories.  Kroger also owns 1,600 gas stations and 2,200 pharmacies. In 2026, Kroger is aggressively leaning into AI driven delivery and automated fulfilment centres, aiming for 15 20% digital growth this year. Kroger is currently trading at 15x P/E ratio, much more reasonable than Walmart's 45x P/E ratio. It also pays 1.94% dividend yield.  I believe that Kroger has lots of upside potential compared to Walmart.   No matt

🌟🌟🌟Is $Wal-Mart(WMT)$ 45x P/E ratio reasonable?  To put that into perspective, that is a "tech style" valuation for a company that sells rotisserie chickens and groceries. The Yes Case:  Investors are treating Walmart as a defensive tech giant.  Between its AI driven supply chain, and its massive Walmart+ ecosystem, it is being priced like a growth stock that just happens to have a fortress of physical stores. The No Case: Critics argue that this valuation is unsustainably high for a mature retailer with single digit growth.  When P/E exceeds 45, you are not just buying groceries, you are buying a lot of hope. As a dividend focused investor, I like Walmart as it is a Dividend King.  Walmart has been paying increasing divi

🌟🌟🌟In the "Stone Age" of 2026, the smart money is diverting to HALO stocks.  HALO stands for Heavy Assets, Low Obsolescence. HALO is the ultimate safe haven trade: Investing in things that are physically impossible to disrupt with a clever line of code.  You cannot exactly "download" or "prompt" a 100,000 sq metres of warehouse into existence. $Wal-Mart(WMT)$ and $Kroger(KR)$ are great examples of HALO stocks. While the Tech world is panicking about which AI agent will take their job, Walmart and Kroger are busy owning the land, the trucks and the essential grocery stores.  It is not the "old economy".  It is the only economy that cannot be deleted.

🌟Here is my Easter Basket of Stocks that have given me sugar high to toothache: Most Dramatic Stock: NVIDIA NVDA is the Golden Egg that everyone was chasing until it put up a dramatic performance by dropping below its 200 Day Moving Average. Biggest Letdown: MARA If MARA was an Easter treat, it would be that chocolate bunny that looks amazing outside but turns out to be completely hollow inside. It is the ultimate Expectation vs Reality meme stock. Best Fake Comeback: USAR USAR is the miracle that keeps promising to happen.  It is a master of Houdini act - now you see it, now you don't. Still Holding for No Reason: Top Glove.  Holding Top Glove is like finding a half melted Easter egg from 2021.  I know it is past its prime & the rubber boom has long dried up but I ca

The Safe Haven Surge: Why Singapore is the World's Wealth Bunker Amid "Stone Age" Storms 🌟🌟🌟 If you ever wondered where the smart money goes when the headlines get "prehistoric", just look at Singapore.  As the rhetoric of "Stone Age" strikes and USD 111 oil hits the Middle East, a massive wave of capital flight is currently washing onto our shores.  Investors are not looking for tax breaks anymore.  They are looking for a "geopolitical life jacket" and Singapore is the one place that fits perfectly. While Dubai faces the heat of a front line financial hub, Singapore has reconfirmed its status as the ultimate safe haven.  Family offices are shifting their wealth structures here faster than a Ferrari on ECP, prioritising our AAA rated stability over tax free proximity to

The "Stone Age" Fallout: Vanguard VT ETF is My Global Anchor 🌟🌟🌟 The "Peace Rally" of earlier this week has officially been replaced by a "Stone Age" reality check.  After Trump's prime address on Wednesday night where he claimed military goals were nearly met but vowed to hit Iran extremely hard for another 2 to 3 weeks to "finish the job", global markets took a beating. The Stone Age Fallout  Oil's Vertical Climb Brent Crude futures surged over 6% to USD 107.49, while US WTI jumped more than 10% to top USD 111 per barrel.  This price spike was triggered by Trump's renewed threats to hit Iranian infrastructure and his lack of clear plan to reopen the Strait of Hormuz. Stocks in Retreat  The optimism that fueled nearly 3% gain in the S&P500 on Tuesday has evapo

🌟🌟We are caught in a bizarre reality where Oil is mooning toward USD120 like it is a meme coin while semiconductor valuations are being discounted like they are a day old sushi. Is this a tech winter?  Only if you think a $33 billion order book at ST Engineering or a 60x revenue growth at Zhipu AI counts as "cold". The dead cat bounce crowd is screaming about a recession while the long term legends are quietly buying the dip on high quality chips. Personally my biggest risk isn't interest rates. It is the supply chain block at the Strait of Hormuz. It is hard to build the future when your energy bill looks like a phone number. I am staying invested but I have traded my FOMO for a helmet while my crystal ball is currently at the shop for repairs. What I do know is the market has a 100

🌟🌟🌟The market is trembling, headlines are screaming but Warren Buffett is cool as cucumber.  When you are 95 years old, managing a trillion dollar empire, your portfolio doesn't just dip.  It shifts tectonic plates. However Buffett's decline doesn't mean the world is ending.  It means the market is rotating, repricing and reminding everyone that even legends bleed red sometimes. S&P500 down 10%?  That is not a collapse.  It is a sentiment flush.  Some investors maybe panicking but it is a great time to go bargain hunting. If I was Buffett, I wouldn't be doom scrolling, panic selling NVIDIA.  I would be doing what Buffett always does: Sitting on cash until the market gives me a fat bargain. Buying wonderful companies at fair price. Ignoring the noise.

🌟🌟Q1 2026 felt like it was one of those roller coasters. It was scary but thrilling.  I grade my performance as a B+ - resilient, disciplined & still compounding.  It was not perfect but strong where it mattered. While the global markets threw tantrums, Singapore's banking trio - $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ & $UOB(U11.SI)$ stood tall. They have seen every recession & every crisis. They held the line, paid their dividends & reminded us why boring is beautiful. During the March selloff, I didn't panic nor YOLO.  I did what long te

🌟🌟🌟March was supposed to be the month of dour faces and checking our portfolios with one eye closed.  But then there are $AEM SGD(AWX.SI)$ $ST Engineering(S63.SI)$ and $Keppel(BN4.SI)$ , acting like they did not know that the market was having a meltdown. AEM is having a party, surging over 90% because it finally realised that AI is the magic word that makes investors excited and throw money at it. ST Engineering is sitting on a SGD 32 billion order book, which is more sec

🌟Predicting $S&P 500(.SPX)$ for Thursday 2 April is a high stakes bet on whether the peace rally is a solid foundation or a house of cards.  Based on the current momentum, I believe it will be up, provided Trump's address to the nation tomorrow does not throw a wrench into the works. Technical Momentum: On 31 March, the S&P staged a massive 2.9% surge to close at 6,528.52, its best day in almost a year. RSI are showing strong Buy signals of 74.5, suggesting the bulls are in control of the current swing. The War Pivot: Market sentiment has flipped from doom scrolling to hope scrolling. After Trump signaled a possible withdrawal from Iran with 2 to 3 weeks, oil prices retreated & global markets surged in anticipation of a de-escal