I think ROI payback test, FY guidance update and beat but sold off would characterise this earnings week. With the stiffening competition, investors would want to see how much ROI there would be after all the investments by the companies into R&D. Fy guidance is also important for forward planning by investors and give a guide to where the company stands against its competitors. Even with a stellar earnings, poor guidance would cause investors to shun the stock as no one wants to be trapped with the stock. Unfortunately, with the announcement of the new Fed chair, market is still trying to figure out his narrative and what it means for the stock market. I wouldn’t be surprised that many would want to take profit now and the selling would drive the prices of many stocks down, independ
I think PLTR will remain in the range of $140-$160. Most would expect PLTR to meet or exceed analyst expectations given the many big contracts that PLTR has managed to secure recently. This should help push the stock price up. However, the room for upside would be limited due to its already high valuation and some of these expectations have already been priced in by the market with the news of the big contracts. Also, the following week is expected to be a volatile one especially with gold and silver recording the record drops in a single day. This might drag the prices for stocks down. With a new Fed chair who is expected to be hawkish and likely to hold rates steady than to cut it, this would further limit the upside for stocks like PLTR. With all these macro factors, there is a chan
Gold has no intrinsic growth potential. It is all about supply and demand. The price action is all speculative with demand outstripping supply with no real fundamentals to support the frenzy rise. So, it can swing either way depending on how policies pan out. Based on the latest inflation data and strong labour market, rate cuts seem unlikely for now. As long as rate cuts remain steady, I believe the bubble for gold will pop. Of course, it is important for the uncertainties to remain steady or reduced as gold has always been as a safe haven in such times. The next few months will reveal what is going to happen to gold. I don’t think in the short term gold will be able to defend the $5000 level as many would be rushing to cash out to secure their profits. It is always better to make l
I will be watching data centres mainly as AI and technology will remain key global theme for the year and I think data centres will continue to do well, especially in land scarce Singapore. Retail and office space have pretty much recovered though expected rate cuts will continue to lift most reit prices. Logistics and industrial should continue to recovery as demand picks up. Singapore housing market has always been strong, driven by the limited supply and ever increasing demand as the population grows, along with more singles and unmarried people wanting their own space, especially after covid. As long as there is no recession or major global shocks, I believe that SREITs will continue to do well which will lift the stock prices. Further rate cuts are definitely going to be helpful a
If I could only hold one of these stocks through 2026, i’d pick MU because it has the highest EPS. AI and demand for data centres will continue to be one of the top trends for 2026. Memory and storage is set to also be in demand. It’s just that the realisation came a little later than chips. Chips has rallied for most of 2025 and it is clear that shortage of memory might continue well into 2027 as forecast by many analysts. This demand will drive up the price of MU just like how it had happened for Nvidia. Valuation of MU is also lower compared to the chip makers. So, I feel that for 2026, it offers growth potential at a fair value price which means that there is sufficient safety margin for stock price growth and profit for me. @Wayneq
I think the single most important variable for crypto in the next year is policy. Crypto is no longer that separate an asset class like stock. It is still back to supply and demand and unlike stocks, crypto do not have fundamental growth potential. The value rose as it gets more scarce. Although it has some use cases, that has yet to fully take off to drive further demand and the price. So, if the US government shifts gears to be less pro-crypto, sentiment and demand will drop. Crypto will be less in demand and liquidity will drop especially with the current already high price that can be prohibitive. Given the volatile nature of crypto, I doubt institutional and retail investors will allocate large portions of their portfolio as many will also keep an eye on policy and the global ec