📈 Stocks to Watch Today (12 Dec) Volatility, Rotation & Tactical Trades to Close Out 2025 Strong 🐯🔥 Markets are entering a late-December transition phase — liquidity is thinning, positioning matters more than headlines, and stock selection beats index direction. Here’s what’s worth watching today, and where real trading opportunities may emerge 👇 ⸻ 🌍 Macro Backdrop — Why Today Matters Key themes shaping today’s tape: • 📉 Rates stabilising after recent Fed cuts → growth vs value rotation still unresolved • 💵 USD softer, supporting risk assets and commodities • 📊 Positioning stretched in AI, crypto proxies, and momentum names • 🧠 Market increasingly sensitive to guidance, not past earnings 📌 Translation: This is a market where intraday reactions can be larger than the news itself. ⸻ 🚀 AI

🚀 Is SpaceX the Next Tesla? Space Stocks, Speculation, and What the Rally Is Really Pricing In 🧠📈 Reports that SpaceX is accelerating plans for a 2026 IPO, potentially targeting a valuation north of $1.5 trillion, reignited one of the most powerful narratives of 2025: space as the next frontier trade. The market reaction was immediate: • DXYZ +10% • EchoStar +6% • Listed space names up 100%+ YTD But before calling SpaceX the “next Tesla of 2019,” it’s worth separating technological dominance, capital intensity, and public-market reality. ⸻ 🔍 Why SpaceX Is Fundamentally Different SpaceX isn’t just another aerospace company — it’s a vertical monopoly in the making. What makes SpaceX unique • 🚀 Launch dominance: Reusable rockets with unmatched cadence • 🛰️ Starlink: Recurring revenue + global

📊 S&P 500 Rebalance: Are CRH, FIX & CVNA Set for a Breakout? Looking beyond the headline pop 🧠📈 The S&P 500 will complete its quarterly rebalance after Friday’s close, and this round of additions — CRH Plc, Comfort Systems (FIX), and Carvana (CVNA) — highlights how very different roads can lead into the same index. While inclusion often creates short-term price action, history shows that what happens after the rebalance matters far more than the rebalance itself. Forced buying is temporary. Fundamentals aren’t. So the real question isn’t simply “breakout or not?” — it’s which of these names can convert index inclusion into sustained institutional ownership. ⸻ 🔄 How S&P 500 Inclusion Actually Moves Stocks S&P inclusion triggers: • 📥 Mandatory buying from passive index fu

$Tiger Brokers(TIGR)$  📊 Year-End Options Recap 2025 — A Portfolio-Driven Analysis Theme: Concentrated AI Beta, Managed with Options Structure Looking at my current portfolio, 2025 was not about diversification — it was about owning the right volatility. Over 60% of my P&L came from NVDA, PLTR, TSLA, and AMD, all names with: • High gamma sensitivity • Event-driven volatility • Strong upside skew That made options a necessity, not a choice. ⸻ 🔹 1. NVDA — Monetising IV Compression After Panic 📉➡️📈 April 2025: Tariff Shock • NVDA sold off aggressively despite no change to AI capex demand • IV jumped into the 80–90th percentile • Downside skew widened irrationally Options Decision Instead of adding shares: • Bought ITM call spreads (Δ ≈ 0.60)

$Straits Times Index(STI.SI)$   📈 STI at New Highs: Is the US Super-Cycle Ending — and Is Asia the Next Beneficiary? Singapore’s equity market is doing something it hasn’t done in years — outperform quietly. 🇸🇬 The Straits Times Index (STI) has delivered a ~25% total return in 2025 (including dividends), marking one of its strongest years in the past 15 years. No AI frenzy. No retail mania. Just steady capital appreciation and income. At the same time, Goldman Sachs’ Global Equity Outlook (2025–2035) raises a question global investors can no longer ignore. ⸻ 🧠 The US “Super-Bull” Was Exceptional — Not Normal Over the past decade: 📊 The S&P 500 returned ~15% annualized That places the 2014–2024 period among the top decile of equity

₿ BTC at $90K: Controlled Reset or Trend Break? Bitcoin didn’t fall because the story changed. It fell because expectations got ahead of reality. Powell delivered exactly what he always does — ambiguity 🎙️ No cuts. No promises. No panic. And that was enough to pull the rug from leveraged optimism. 📉 BTC retreats to $90,000 📉 ETH, XRP, DOGE slide in sync 📉 Risk cools — but doesn’t crack This wasn’t fear. This was positioning getting disciplined. ⸻ 🧠 Macro Reality Check Let’s separate noise from structure. • Liquidity is still broadly supportive • Financial conditions haven’t tightened materially • The Fed isn’t fighting growth — it’s managing expectations Markets weren’t punished for being wrong. They were punished for being early. ⸻ ⚔️ Why $90K Matters More Than It Looks $90K isn’t just a

$Microsoft(MSFT)$   🧠 Big Short Calls AI Hype Again: Is OpenAI the Next Netscape? Michael Burry — the investor who famously saw the 2008 collapse before anyone else — is once again questioning a consensus trade. This time, his target isn’t housing or passive ETFs, but AI’s crown jewel: OpenAI 🤖💥 His comparison is provocative: Netscape. A company that defined the early internet, yet ultimately became a footnote when platforms with deeper moats took control. So what’s the concern? 🔹 Capital Dependency OpenAI is burning cash at a scale few private companies ever have. Training frontier models isn’t just expensive — it’s structurally expensive. Compute costs rise faster than revenues, and scale doesn’t necessarily mean margin expansion (yet)

⚠️ Netflix May Lose Another $90? Short NFLX & Long WBD? Netflix has dropped nearly 15% in just two weeks, wiping out billions in market cap — while institutions are quietly turning bullish on Warner Bros. Discovery (WBD) and raising price targets. 📉📈 So what’s actually happening beneath the surface? And is there a real arbitrage opportunity between these two streaming giants? Let’s break it down. 👇 ⸻ 🎬 1. Netflix: Great Business, Tough Setup — Why the Selloff Accelerated Netflix’s fundamentals remain solid — but the stock entered overpriced territory, trading at a premium multiple even as subscriber momentum slowed. The recent drop is driven by: • 📉 Slowing subscriber net adds • 💸 Growing content costs (AI-driven VFX, rising talent expenses) • 📺 Re-acceleration of competition from Disn

$Micron Technology(MU)$   🚀 Goldman Turns Bullish on Micron: Is a New All-Time High After Earnings Now Inevitable? With Micron’s earnings set for December 17, the Street is heating up — and this time, it’s not just hype. Goldman Sachs just upgraded their outlook and is now calling for Micron to beat expectations across every major metric. 📊 Goldman’s Forecast vs Wall Street • Revenue: $13.2B (vs the Street’s $12.7B) • EPS: $4.15 (vs consensus $3.84) • Tone: Expecting another “positive surprise” driven by AI demand • Bank of America: PT raised to $250, signalling confidence in multi-quarter upside And all of this is happening after Micron has already surged over 190% YTD, making it one of the strongest large-cap semiconductor performers of

🌟 Tiger’s New Membership System Is Live — What Perks Should Come Next? 🪙🐯 Tiger just rolled out its brand-new Tiger Coin rewards system, and it’s already changing how members interact with the app. From daily sign-ins to trading activity, earning coins has never been easier — but there’s definitely room to make it even more fun, engaging, and rewarding for active investors. So… let’s get creative 👇 💡 Extra Ways to Earn Tiger Coins 1️⃣ Streak Rewards • Earn coins for consecutive days of activity: checking market news, logging in, or completing learning modules. • Longer streak = bigger rewards. • Example: 7-day streak → 50 coins, 30-day streak → 500 coins! 🔥 2️⃣ Challenge & Quiz Mode • Weekly quizzes on stocks, ETFs, or AI investing trends. • Correct answers earn coins, and top scorers

🚀 H200 Sales to China Approved: Will NVIDIA’s Revenue Double — And Is the Downtrend Finally Over? A major turning point just hit the semiconductor world. Former President Trump announced that NVIDIA will be allowed to resume sales of its H200 AI accelerator to China — a market that has historically accounted for a meaningful share of its data-center revenue. Within hours, Reuters reported that Nvidia’s shares rose 1.2% after-hours following the announcement, signaling market optimism. But the real question is: Does this unlock a new revenue wave for Nvidia, or is the China rebound already priced in? Let’s break down the significance. 📉📈 ⸻ 🌏 1. Why China Matters So Much to NVIDIA Before U.S. export restrictions began, China accounted for 20–25% of Nvidia’s data-center revenue — mainly drive

$Broadcom(AVGO)$   🚀 Broadcom Earnings Preview: Can the AI Engine Deliver Another Blowout Quarter? With expectations mounting, all attention is turning to Broadcom (AVGO) as it prepares to report earnings. The company has already delivered several consecutive beats — but this quarter carries extra weight because it sits at the intersection of two rapidly accelerating trends in AI infrastructure. Both Citi and Goldman Sachs are openly bullish, calling for Broadcom to outperform consensus once again. Their conviction stems from two structural tailwinds that are reshaping the semiconductor ecosystem — and placing Broadcom in a stronger competitive position than ever. ⸻ ⚡ 1. Google’s TPU Ecosystem Opening — A Transformational Shift A catalys

🔥 2026 AI List Deep Dive: Do You Agree with Wedbush’s Picks? Dan Ives just refreshed his AI-30 winners list for 2026 — and the reshuffle says a lot about where the next wave of AI gains may come from. He expects Big Tech to push another ~20% climb in 2026 as AI shifts from hype to real commercial scale. Here’s the in-depth breakdown with added context, signals, and risks. ⚡️ ⸻ 1) What Wedbush Actually Changed — and Why It Matters 🧭 Ives’ latest update moved the list away from classic SaaS giants and toward GPU infra, data infrastructure, and commercial-ready platforms. Adds ➕: CoreWeave, IREN, Shopify Removals ➖: ServiceNow, Salesforce, SoundHound Why this is meaningful: • ⚙️ Compute capacity becomes the bottleneck → GPU clouds gain pricing power • 🧠 Data infrastructure becomes the monetiz

🚀 JPMorgan’s Bold Upgrade: STI to 6,000 — What This Means for Singapore Investors JPMorgan just issued one of its most bullish calls on Singapore’s financial markets this decade — upgrading DBS, OCBC, UOB and Singapore Exchange (SGX), while lifting its Straits Times Index (STI) target to 6,000 (previously 5,000). This signals a major shift in institutional sentiment. 📈🔥 Let’s unpack the real drivers behind the upgrade — and what it could mean for your year-end portfolio decisions. ⸻ 🔍 1. Why JPMorgan Turned Ultra Bullish 💵 Higher-for-Longer Rates Remain a Tailwind Even as global central banks begin cutting, Asia’s pace remains slower — supporting: • 📊 Net interest margins • 💼 Fee income recovery • 🏦 Strong deposit franchise advantages Singapore banks benefit more than regional peers due to

🤖 Robotics Rally Continues — Are You Riding the Trump Play? 🚀🇺🇸 Reports now say U.S. Commerce Secretary Howard Lutnick has been meeting robotics CEOs almost weekly, and the Trump administration is considering a full robotics Executive Order in 2026. That single headline sent the robotics sector flying: • Nauticus 🟦 doubled • iRobot 🤖 +74% • Richtech / Serve Robotics 🍽️ +18%+ The question now: Are you joining the hype — or waiting for the dust to settle? ⸻ 🔍 Why this rally is different from the past “Trump themes” Remember the past cycles? • Crypto hype ⚡ • “AI Stargate” 🚪 • Rare-earth plays ⛏️ Those were narrative-driven. But robotics sits at the intersection of manufacturing, reshoring, automation, national security and labour shortages — things a government actually cares about. This tim

🚀⚡️ Tesla Back on the Table! Is THIS the Catalyst That Finally Wakes Up the Sleeping Giant? For most of 2024–2025, Tesla has felt… stuck. Stuck in sideways price action. Stuck in sentiment. Stuck behind every mega-cap that’s hitting all-time highs while TSLA lags behind like a forgotten ex. But suddenly — literally within DAYS — the narrative just flipped. And honestly? It feels like something big is brewing again. 👀 ⸻ 🇨🇳 1. China Numbers Just Surprised — and That Changes Everything After months of fear that Tesla had “lost” China, the latest reports show stronger-than-expected sales momentum. This matters because: • China is Tesla’s largest factory • China sets the tone for global deliveries • China is the battlefield for EV pricing power And if sales are stabilising OR improving… margins

🚀🔥 SG IPO Reform Momentum: When the Bar Gets Lower, Will YOU Step In? Singapore’s IPO market hasn’t just woken up — it’s roaring back to life, and MAS might be about to pour jet fuel on the engine. If you’ve been watching from the sidelines, this might be the moment where “SG IPOs very sian” becomes “Eh… maybe can buy already?” 👀 ⸻ 📈 From Sleepy to Leading SEA: What Just Happened? As of 14 November, Singapore sits #1 in Southeast Asia with 9 IPOs raising USD 1.6B. To put that into perspective: • Last year: 4 IPOs, USD 34M (yes… million 😅) • This year: 9 IPOs, USD 1.6B • That’s 2× deals and an insane 47× surge in capital raised This isn’t a rebound — this is an IPO resurrection. Question is: Can Singapore sustain this pace… or will reforms decide the next chapter? ⸻ 🏛️ MAS Is Preparing a “L

🚀 MSTR Rebounds Above $180: Undervalued Gem or Bitcoin Trap? After weeks of volatility, MSTR is back above $180, staging a sharp rebound — and the debate is officially ON. Here’s the wildcard: MicroStrategy’s market cap is now smaller than the value of the Bitcoin it holds. That means investors are basically buying BTC… 📉 at a discount through MSTR’s stock. But is it really that simple? ⸻ 🟢 Bullish Case — “Undervalued & Mispriced” If you’re playing the long-term Bitcoin adoption story, MSTR under $200 looks like a rare mispricing moment: • The company’s BTC stash > market cap • Saylor continues to accumulate, signalling conviction • Institutional flows into BTC remain strong heading into 2026 • MSTR tends to outperform BTC in bull runs due to leverage + sentiment premium ➡️ Bullish

⚔️ Challenge NVIDIA: Buy the Dip of NVDA or AMZN? Or Chase GOOG? The AI battlefield is heating up — and this time, NVIDIA isn’t fighting one rival… It’s fighting everyone at once. 🔥 Amazon just unveiled a new in-house AI chip, claiming it’s more cost-effective than NVIDIA’s GPUs. Marvell is acquiring Celestial AI, betting big on optical interconnects — a key technology that could redefine data-center performance. Google continues scaling TPU development, and Broadcom is expanding its ASIC dominance. The BIG question: 👉 Do these players stand a chance against NVIDIA’s GPU empire? 👉 Is Amazon’s chip a real threat? 👉 Do we chase GOOG’s highs… or buy NVDA/AMZN dips? Let’s break it down — no sugarcoating. ⚡ ⸻ 🧠 1. The Growing Competition Is Real — But NVIDIA’s Moat Is Still Massive This wa

⚡ Silver Hits Another All-Time High — Will It Keep Outshining Gold in This Bull Market? Silver just did it again. It broke above the record set during the October London short-squeeze — and this time, it wasn’t driven by panic… It was driven by real macro momentum. 🔥 Meanwhile, gold is no slouch either: It’s broken out of its consolidation zone and is now lining up a charge toward $4,300 — a level that once sounded crazy, but now feels inevitable. So the big questions: 👉 Will gold reclaim new highs in December? 👉 Is silver’s breakout a bullish signal for the entire commodities complex? 👉 And is this the start of a 2024–2026 precious-metals supercycle? Let’s dive in. 💥 ⸻ 🟢 1. Why Silver Is Breaking Records — And Why It Matters More Than People Realize Silver is the most underappreciated met