TimothyX
TimothyX
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Bad, lost a bit
avatarTimothyX
02-12 23:48
$Qualcomm(QCOM)$: The "Disappointed" in the Mobile Market As market darlings shift to memory and AI servers, Qualcomm's position in the mobile sector appears somewhat bleak. Although supported by automotive and IoT businesses, under the shadow of Apple's in-house modems, Qualcomm urgently needs to demonstrate its monetization capabilities in AI PCs and edge AI.
avatarTimothyX
02-12 23:47
The 2026 US stock market is destined to be the year of the "Unicorn Terminators." With SpaceX completing its acquisition of xAI and OpenAI’s IPO rumors intensifying for year-end, we are likely witnessing the largest wealth creation event in history.
avatarTimothyX
02-12 23:47
In the past, our workflows required humans to switch between different SaaS tools. Clawdbot is changing the game: it can directly take over tasks via APIs or automation scripts. When AI can deliver results directly — without you even opening a UI
avatarTimothyX
02-11 23:41
Regarding the options market, a total volume of 53,955,254 contracts was traded on Monday, of which 59% were call options.
avatarTimothyX
02-10 15:24
Singtel: Its Australian subsidiary Optus faced another round of mobile service disruptions on Monday. Around 220,000 customers were affected by the outage. Separately, Nxera, Singtel’s regional data centre arm, opened its largest and multi-tenanted data centre in Tuas. Shares of Singtel ended 1.3 per cent or S$0.06 higher at S$4.78.
avatarTimothyX
02-10 15:22
Singapore stocks opened lower on Tuesday. STI fell 0.3%; Seatrium fell 2%; Singtel fell 0.6%; DBS fell 0.5%; OCBC fell 0.4%; UOB fell 0.3%.
Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!
This week, two earnings were out with mixed results. $Keppel(BN4.SI)$ surged 6%, reaching a 12-year high, while $SGX(S68.SI)$ despite posting its strongest half-year results ever — saw its share price dip 0.6%.
The Cloud Provider Logic (AMZN, GOOG, MSFT) Their infrastructure spending is backed by actual B2B customers. As long as the cloud market expands, this Capex builds a massive competitive moat.
Market consensus: Annual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%). Q4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%). Total Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth).
Profit making week!
Not good and not bad
avatarTimothyX
2025-11-10
avatarTimothyX
2025-11-03
avatarTimothyX
2025-10-31
Was in OKLO, very stable, good one
avatarTimothyX
2025-10-27
avatarTimothyX
2025-10-21
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2025-10-13

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