koolgal
koolgalCertificated Individuals
Tiger Certification: Be Extraordinary Is My Motto In Life Because The Best Is Yet To Be!
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avatarkoolgal
07-10 08:27
🌟🌟🌟I choose a combination of Choice B and Choice D.  In fact, I believe that this is one of the most successful strategies in the world.  I call it the Core and Satellite investment model. By blending both choices, I create a portfolio that gives me the best of both worlds: the unshakeable safety of broad based index funds wrapped around a few high performing individual stocks. Choice D: This is the core of my portfolio which I will invest in $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks the best 500 stocks in the US and $SS SPDR STI ETF(ES3.SI)$ which covers exposure to Singapore's best 30 blue
avatarkoolgal
07-10 08:11
🌟🌟🌟Alibaba $BABA-W(09988)$ $Alibaba(BABA)$ recent explosive stock price surge following its  forward looking Q1 financial report points to a powerful valuation repair. The rally was ignited by an internal briefing showing narrowing losses in its highly competitive eCommerce segment with a huge 40% revenue growth in Alibaba Cloud. Why this is a valuation repair? Alibaba has been severely beaten down over the last year due to weak domestic consumption and fears over its aggressive USD 56 billion AI infrastructure spend. For this to turn into a multi year upward trend, Alibaba must prove its massive AI investments can be successfully monetized. This initial surge is a much needed valuation repair.&nb
@虎港通:【🎁有獎話題】阿里大漲,Q1財報前瞻釋利好,是估值修復還是趨勢反轉?
avatarkoolgal
07-10 08:00
🌟🌟🌟I project that $SK hynix(SKHY)$ first day closing price to be USD 188, represent a robust 26% pop from its debut price. Why? The IPO closed a staggering 7 times oversubscribed.  More than 500 elite global investment firms competed for a slice of this enticing pie.  This means many were left empty handed. SK Hynix controls about 55% of the world's HBM market.  Compared to $Micron Technology(MU)$ it has traded at a discount compared to its US peers due to trading restrictions in S Korea market. While long term fundamentals are bullet proof, Day 1 will bring intense volatility. SK Hynix will be one exciting IPO that everyone will be watching like a hawk including me.
avatarkoolgal
07-10 07:42
🌟This is a total valuation reset which means the stock market is finally changing how it values companies for the long term. In the past memory chips were treated like simple commodities, similar to corn or oil.  Prices went up when everybody bought new phones and crashed when companies made too many chips. AI has completely broken that old cycle.  New AI memory (HBM) is specialised , custom built and completely sold out years in advance. For me the best choice would be A: HBM Leaders like $SK hynix(SKHY)$ and $Micron Technology(MU)$ is the smartest place to put my hard earned money. Because memory chips are in such high demand, the HBM leaders have all the power to raise prices.  This mea
@Tiger_comments:Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?
avatarkoolgal
07-10 07:23
🌟🌟🌟Can President Trump manually turn a dial to lower oil prices?  It would be nice if he could but Oil is a global commodity.  Oil prices are dictated by the ruthless laws of international supply and demand, geopolitical blockades and OPEC decisions.  There is no way Trump can manually turn a dial to lower oil prices. For $Exxon Mobil(XOM)$ this political drama is mostly background noise.  While the White House fumes over high pump prices, Exxon is utilising its record windfall earnings to fuel robust share buy backs and to protect its legendary Dividend Aristocrat status. @Tiger_comments @Tiger_SG
@財報話你知:【🎁有獎話題】埃克森美孚Q2盈利預期向好!會否因油價高企而觸發特朗普怒火?
avatarkoolgal
07-08 18:54
🌟🌟🌟Global fund managers are actively hunting for growth.  Hong Kong's new wave of intelligent driving, physical AI and hardware innovators provides exactly what they want.  The capital pipeline is wide open and it is aggressively absorbing these new shares. The sheer momentum behind the recent listings tells the whole story.  When a company like $KNOWLEDGE ATLAS(02513)$ can cross a trillion dollar market cap, it proves that the capital is here to stay in Hong Kong. @Tiger_comments @Tiger_SG @TigerStars @Tiger_com
@ETF唔係ET虎:【💡熱點解讀】港股7月能否翻身?美股AI高波動下,香港資產重新被看見?
avatarkoolgal
07-08 18:43
🌟🌟🌟Among the recent IPOs, $KNOWLEDGE ATLAS(02513)$ or better known as Zhipu AI is by far the absolute best performing IPO and the most explosive wealth generator for investors. Zhipu AI has ridden an unprecedented wave of AI enthusiasm to become a Trillion HKD market heavyweight. Since its listing, Zhipu AI has skyrocketed between 13x and 18x, recently trading over the HKD 1600 to HKD 1800 range. Zhipu AI is dubbed as China's generative AI darling & its massive gains are driven by stellar open source models, the launch of its ZCode programming agent and plans for a dual listing on Shanghai's Sci-Tech board. Even on July 8 when its early investor lockup period expired, the stock defied a falling market to jump 15% because major backers refus
avatarkoolgal
07-08 15:40
🌟🌟🌟 Yes $Rivian Automotive, Inc.(RIVN)$ is starting to show undeniable signs of a structural comeback but the stock tanked 18% today because management used that massive momentum to launch a heavy USD 1.5 billion public share offering.  Investors reacted with panic to the sudden share dilution.  It is a reminder that Rivian is still aggressively burning through cash. @TigerStars @Tiger_SG @Tiger_comments
avatarkoolgal
07-08 15:33
🌟🌟🌟Investing in Chinese innovative drug companies represents a high conviction bet on a structural shift in China.  The country is rapidly transitioning from a generic drug manufacturer into a global biopharma innovation powerhouse. For investors looking to tap into this explosive trend without picking single volatile stocks, $DACHENG HANG SENG HEALTHCARE TRADING OPEN INDEX SECURITIES INVESTMENT FUND (QDII)(159303)$ and $E FUND HANG SENG
@虎港通:【🎁有獎話題】港股創新藥一週飆17%!NMPA新政+出海997億美元,生物科技迎超級週期?
avatarkoolgal
07-08 15:25
🌟🌟🌟The memory chip super cycle is far from over.  It is just catching its breath as the underlying demand for data processing remains completely unquenched.    The historic USD 28 billion USD Nasdaq listing of $SK hynix(SKHY)$ on Friday July 10, serves as the ultimate catalyst to unlock global capital and may signal a powerful market rebound. Until now, ordinary investors could not easily invest in SK Hynix in the Korean stock market.  By listing directly on Wall Street, SK Hynix is opening the floodgates to a massive untapped reservoir of retail and institutional cash. I can't wait for SK Hynix's debut on Nasdaq on July 10. @Tiger_comments
@虎港通:【🎁有獎話題】美伊局勢再生變,全球芯片存儲再暴跌,特朗普卻稱美股將一飛沖天?
avatarkoolgal
07-08 15:07

How Singapore's Big 3 Banks Proved The Cynics Wrong and Reached Historic Highs

🌟🌟🌟For years, the loudest voices in investing told us that true wealth could only be found by chasing volatile overvalued tech hype in the US.  But as a long term investor in Singapore's banking giants - $DBS(D05.SI)$  $OCBC Bank(O39.SI)$  and $UOB(U11.SI)$  I always believed in a different philosophy.  I chose stability, compounding dividends and the rock solid economic foundation of a global safe haven in Singapore. On a remarkable day when the US tech market experienced a brutal selloff, my patience and conviction were vindicated.  W
How Singapore's Big 3 Banks Proved The Cynics Wrong and Reached Historic Highs
avatarkoolgal
07-08 08:34
🌟🌟🌟Samsung's follow up trend is because it has hit over USD 1 billion in sales for its new HBM4 chips in record time. Samsung is projected to achieve higher profits in 2026 than it ever did in the past decades. A good way to invest in Samsung is through $iShares MSCI South Korea ETF(EWY)$ which also includes its competitor SK Hynix.  $SK hynix(SKHY)$ will debut on the Nasdaq on July 10. Exciting times are ahead for both Samsung and SK Hynix. @Tiger_comments @TigerStars @Tiger_SG
@虎港通:【🎁有獎話題】三星Q2業績超預期,股價照跌,韓股芯片散水?
avatarkoolgal
07-08 08:27
🌟🌟🌟When Bitcoin beats Gold for a short time, it shows that big financial institutions see Bitcoin as a powerful blend of safety and growth.  Gold is regarded as a safe haven but moves much slower than Bitcoin. Bitcoin is regarded as Digital Gold as it has only a limited supply.  However Bitcoin can grow fast like a tech stock. A good way to invest in Bitcoin is through a spot Bitcoin ETF.   I like $iShares Bitcoin Trust(IBIT)$ as it is the largest Bitcoin ETF with assets under management of USD 43.93 billion. As the dominant market leader in cryptocurrency ETF landscape, iBit holds a substantial amount of physical Bitcoin reserves to back it
@Crypto加密虎:【🎁有獎話題】BTC暫時跑贏黃金等資產!今年幣市點解跌個不停?
avatarkoolgal
07-08 08:17
🌟🌟🌟One of the main beneficiaries of Tao's Law V2 is $SMIC(00981)$ .  As China's leading foundry, SMIC is the main manufacturer capable of delivering the foundational chip for the upcoming Kirin 2026 and Ascend AI Lines. SMIC is up 60.9% in the past year  and has lots of exponential growth ahead. @Tiger_comments @Tiger_SG @TigerStars
@愛吃辣的小老虎:【🎁有獎話題】「韜定律」V2來襲:從理論到硅片實證,AI資本開支的「新錨」正在形成?
avatarkoolgal
07-08 08:12
🌟🌟🌟Tao's Law V2 is Huawei's groundbreaking theoretical framework & roadmap that redefines the future of chip manufacturing. Instead of squeezing transistors together, it focuses on temporal scaling, using 3D LogicFolding to drastically compress signal delays across chips. It is an exciting development and can be even better than Moore's Law. The Chinese semiconductor companies will certainly benefit from Tao's Law V2 framework. @Tiger_comments @Tiger_SG @TigerStars
@愛吃辣的小老虎:【🎁有獎話題】「韜定律」V2來襲:從理論到硅片實證,AI資本開支的「新錨」正在形成?
avatarkoolgal
07-07
🌟🌟🌟AI stocks: Is this a golden pit or a trend reversal?  I believe that this is a golden pit and less like a trend reversal.  Markets do not move in straight lines, sometimes they reset.  When markets reset they shake out weak hands before the next leg of supercycle. Why? Because the fundamentals did not break, demand did not disappear and AI capex did not collapse. What broke was the sentiment and what snapped was the leverage. This is not the end of the AI story.  It is a reminder that even supercycles need to breathe and reset. It is also a golden opportunity to bargain hunt.  Top of my list is $NVIDIA(NVDA)$ which has fallen below the USD 200 psychological mark. A good options strategy for NVIDIA is a cash secured pu
@期權叻叻虎:【🎁期權掘金】特斯拉多張Put勁升逾800%!非農「爆冷」卻推比特幣走高,MSTR看漲佔比回升?
avatarkoolgal
07-07
🌟🌟🌟 I am a long term investor of $TRACKER FUND(02800)$ .  It represents the best Hong Kong  stocks in just 1 powerful ETF. The Top 10 Holdings include $AIA(01299)$ , $HSBC HOLDINGS(00005)$ $TENCENT(00700)$ $BABA-W(09988)$ and many more. I believe the Tracker Fund is undervalued compared to its Western counterparts.  It is dominated by great cash flow machines trading at a deep discount. The Tracker Fund is not a rocket.  It is a foundation waiting for sentiment,
@虎港通:【🎁有獎話題】港股反彈其實靠呢幾條線!個個睇住AI,會唔會走漏眼?
avatarkoolgal
07-07
🌟🌟🌟 $ALEBUND-B(09637)$ or better known as Litbang Pharma has recently made its debut in the Hong Kong Stock Exchange. This is a great company that is building precision diagnostics, genetic testing and personalised treatment pathways.  It is the kind of tools that turn hospitals into data driven engines. Litbang Pharma's pitch is simple: Healthcare shouldn't guess.   It should know. Litbang Pharma is well aligned with China's push toward high tech medical infrastructure. I believe that it is a great buy as it has exponential growth ahead. @Tiger_comments
@虎港通:【🎁有獎話題】港股反彈其實靠呢幾條線!個個睇住AI,會唔會走漏眼?
avatarkoolgal
07-07
🌟🌟🌟Are memory windfall profits real or just a mirage?  Let's look at the numbers: HBM margins are exploding.  DRAM pricing is firming.  Hyperscalers are spending USD 200 billion to USD 250 billion a year at AI infrastructure through 2027. $SK hynix(SKHY)$ ? Sold out not for a quarter but for years.  With its IPO debut on the Nasdaq on July 10, I believe its share price will go up like a rocket to the moon! Right now memory is the beating heart of AI and memory stocks are the unbeatable! A great ETF to buy would be $Roundhill Memory ETF(DRAM)$ as it covers the top 3 best selling memory stocks: SK Hynix, Samsung and $Micron Technology(MU)$ in
avatarkoolgal
07-07
🌟🌟🌟Is $Tesla Motors(TSLA)$ being siphoned or overshadowed by $SpaceX(SPCX)$ ?  To be honest, it feels like that on the surface.  SpaceX is the shiny frontier now.  It is the company that is grabbing headlines, launching rockets & rewriting the entire space economy.  Investors are hypnotised.  The hype is deafening. And Tesla? Tesla is building & doing the unglamorous work of scaling autonomy, manufacturing robots, energy storage & the infrastructure that keeps Earth running while SpaceX prepares the next evolution to Mars. But here is the truth.  SpaceX is pressurising Tesla to evolve from car company to infrastructure company.  It is pushing Tesla to acce
@愛吃辣的小老虎:【🎁有獎話題】Tesla努力擺脫傳統新能源汽車標籤,但已被SpaceX完全虹吸?

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