🎁 Write & Win | Earnings Season: Hold or Sell?

10-19

🎁 Write & Win｜Buying the Dip? What Are You Buying?

The market has been a little wild lately. After a strong run, some of the market's hottest stocks have pulled back, finally putting a few names on investors' watchlists at more attractive prices. Some investors are already buying the dip: “This is the opportunity I've been waiting for!” Some are staying patient: “Not yet—it could fall further.” And others are looking at their portfolios thinking: “I've got no cash left to buy more…” So, here's the question: Have you bought the dip? Are you adding to your favorite long-term holdings, keeping cash on the sidelines for better prices, or waiting because you think the market hasn't bottomed yet? 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share your latest dip buy What did you buy, and what price convinced you to

🎁 Write & Win｜Buying the Dip? What Are You Buying?

苏36

01:02

🟢 Hold, 🔴 Sell, or 🟡 Wait? Why My Earnings Night Strategy relies on Implied Volatility and Asymmetric Risk Whenever earnings season arrives, retail investors often split into two emotional camps: those who gamble on a massive post-earnings gap-up, and those who panic-sell early to avoid a potential crash. However, approaching earnings with a binary “Hold or Sell” mindset treats the market like a casino. For me, navigating earnings night is strictly an exercise in probability, position sizing, and managing Asymmetric Risk. If I had to summarize my core stance, it is: 🟡 Wait for tactical entries, but 🟢 Hold long-term high-conviction compounders—provided position size is controlled. Here is the exact playbook and mental framework I execute during earnings season. 1. The Trap of Binary Thinkin

Blinkfans

10-28 22:26

Replying to @Pangpang:Oh//@Pangpang:go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks

Blinkfans

10-28 22:24

10.24

thewontoninvestor

10-28 21:58

COIN: The Part 2 I Promised A Year Ago

hey everyone, Wonton Investor here. let's talk about Coinbase again. some of you on here might remember my two earlier $Coinbase Global, Inc.(COIN)$ posts. in December 2024 i pitched it as a Peter Lynch cyclical, a business whose earnings swing with the crypto cycle, so the trick is to buy it when things look dead. i said i'd only buy at a 20% discount to my ~$180 intrinsic value estimate, so under $150. then in mid-2025, after the GENIUS Act passed and the big institutions started building on Coinbase, i wrote that i was doubling down and that COIN had gone from a cyclical buy to a long-term foundational hold. this is the follow-up i promised back then. it's mostly an accountability post. getting lucky, then getting greedy on Libe

COIN: The Part 2 I Promised A Year Ago

Alfred8189

10-28 21:19

zhingle

10-28 21:17

🟢 Earnings Night Strategy: Riding Volatility with High Conviction Earnings announcements often trigger knee-jerk market reactions, but for long-term investors, single-quarter volatility is secondary to structural growth. Heading into earnings for high-conviction tech and semiconductor leaders, my default strategy is to Hold. Attempting to time earnings night exposes capital to Implied Volatility (IV) crush and irrational overnight swings. Instead of trimming quality compounders to avoid short-term noise, I focus on fundamental health: gross margin expansion, free cash flow conversion, and forward demand guidance. A quarterly report rarely dismantles a multi-year thesis. If a post-earnings sell-off occurs despite solid underlying metrics, I view the dip not as a signal to exit, but as a

PJoo

10-28 21:12

Google or $Alphabet(GOOG)$ Hold. Confirm that the short-to-medium trend remains intact (20 EMA above 40 EMA, price holding above key support lines) before adding subsequent tranches. Therefore support is clear, holding big position. Important to define if AI is able to monetize.

Isleigh

10-28 19:54

Hold or Sell? 7 Earnings Reports, 7 Different Risks. Here Is My Playbook.

This is the part of earnings season I love. Within roughly 48 hours, we get results from: Microsoft. Alphabet. Amazon. Intel. Strategy. Coinbase. SanDisk. But I would make a mistake if I treated all seven the same. Some I would be comfortable holding. Some I would deliberately reduce. And for some, I would rather own the stock that reacts to their earnings than gamble on the reporter itself. My rule: The bigger the information gap, the smaller my pre-earnings position. Here is how I am approaching them. 🟢 1. GOOGL: MY FAVOURITE MEGA-CAP ASYMMETRY Alphabet enters tonight's report from a very different position from Microsoft. GOOG has already corrected from roughly $338.50 toward $314-$315. That matters. Expectations have come down. I want three things: Search resilience Google Cloud accele

Hold or Sell? 7 Earnings Reports, 7 Different Risks. Here Is My Playbook.

Pangpang

10-28 18:13

go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks

Tiger_SG

10-28 17:50

🎁 Write & Win｜Earnings Season: Hold or Sell?

Whenever a company is about to report, investors face the same question: Earnings tonight—do you hold or sell? Some investors hold with confidence: “I'm in it for the long term. One night won't change my view.” Some trim their positions: “Lock in some gains and sleep better.” Others keep cash ready: “If it drops, I'll buy more!” One earnings report can send a stock soaring—or falling—overnight. So, what's your move? 🟢 Hold: Stay invested and ride through earnings 🔴 Sell: Trim your position and avoid the volatility 🟡 Wait: Stay on the sidelines and decide after earnings 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share a stock you're holding through earnings Why are you confident enough to hold? What will you be watching in the report? ② Tell us about an unfo

🎁 Write & Win｜Earnings Season: Hold or Sell?

Shyon

10-27 17:21

🚨 I’m Buying the AI Dip, But Not the Hype: Here’s What I’m Collecting

This AI and semiconductor correction is exactly the type of market that tests my discipline. Prices have fallen enough to become tempting, but I don’t think this is the moment to blindly shout “BUY THE DIP!” and throw all my cash into the market. I’m still cautious. At the same time, I also don’t want fear to stop me from accumulating quality AI and semiconductor exposure when valuations are being reset. So instead of trying to predict the exact bottom, I’ve started collecting gradually, mainly $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ and $ARM Holdings(ARM)$ , while keeping higher-risk names like $CoreWeave, Inc.(CRWV)$ and

🚨 I’m Buying the AI Dip, But Not the Hype: Here’s What I’m Collecting

Egging

10-27 08:31

$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab ($RKLB) is one of the most compelling growth stories in the space industry. With its proven Electron launch capabilities, expanding space systems business, and ambitious Neutron rocket development, RKLB is building more than a launch company Its positioning itself as a vertically integrated space powerhouse. Its growing government and commercial contracts provide a foundation for long-term expansion, while Neutron could unlock a significantly larger addressable market. Yes, execution risks, cash burn, and potential dilution remain real concerns. But for investors with patience and conviction, Rocket Lab offers an exciting opportunity to participate in t

koolgal

10-27 05:47

Investing 101 SDR Series: Spotlight on 3 Indonesian SDRs

🌟🌟🌟Garuda, Indonesia's mythical golden eagle meets Merlion, Singapore's iconic sealion: Introducing 3 Indonesian SDRs that allows savvy investors to utilise Singapore's robust financial infrastructure to capture deep value in Indonesia's largest corporate titans. However this meeting of icons is currently facing a turbulent testing ground. The MSCI Warning and Immediate Market Impact Global index provider MSCI has issued a stark warning regarding the potential reclassification of Indonesia from an Emerging Market to a Standalone Market. The warning stems from concerns over opaque share ownership structures, suspected coordinated trading and gaps in local regulatory enforcement. If this decoupling officially takes place, it will trigger an automated, huge capital fli

Investing 101 SDR Series: Spotlight on 3 Indonesian SDRs

dailyovr

10-26 19:06

$ST Engineering(S63.SI)$ is on my watchlist at $10.05. My target price has been reached, but I'm still holding back from entering. At $10.05, the price could find support and rebound. But if the selling pressure continues, we could see it dip further towards **$9.80**. For now, I'm watching patiently. I want to see the price stabilise, turn upwards, and show clear signs of rising momentum before making my move. No rush to buy just because it has reached my target price. A target price gets my attention, but the price action helps me decide when to enter. **Patience first. Confirmation next. Entry only when the momentum supports it.**

dailyovr

10-26 18:59

$Keppel(BN4.SI)$ On My Watchlist at $10** Keppel has reached my watchlist price of $10, but I’m not rushing in just because it has hit my target. 🎯 My next level to watch is $9.50. If the price pulls back further, I may get a better entry point with a wider margin of safety. For now, I’ll continue monitoring the price action and wait for a potential **point of inflection**, where selling pressure eases and the trend starts showing signs of turning. A stock reaching my target price doesn’t automatically mean it’s time to buy. Price matters, but so does timing. **Patience is part of the investment strategy.** I’d rather miss the first part of a rally than rush into a falling stock without a clear signal. #Keppel #SGXStocks #SingaporeStocks #Value

koolgal

10-25

Why the Hang Seng Tech Index Smashed Below 4,000 & How to Play the Dip

🌟🌟🌟The Hang Seng Tech Index has broken below the critical 4,000 point psychological threshold, plunging to a multi year low. This sudden breakdown has wiped off millions in market value from Chinese Tech Titans like Alibaba, Tencent and NetEase. While the headline drop looks alarming, the underlying dynamics reveal a classic "valuation killing" driven by macroeconomic and liquidity pressures rather than a structural collapse in corporate fundamentals. 3 Pressures Driving the Selloff 1. The Offshore Tax Drag An unique internal liquidity crunch hit the market recently. This period marked the final deadline of a 90 day window granted for offshore trusts to settle mainland back taxes. As a result, the offshore trusts had to reduce their equity stakes, t

Why the Hang Seng Tech Index Smashed Below 4,000 & How to Play the Dip

Obigoot

10-24

Bull or Bear Market now?

Your portfolio thinks it’s diversified. Your risk budget knows better. Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.

Bull or Bear Market now?

Vixenvixen

10-23

$Alphabet(GOOG)$ Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now. These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market.

koolgal

10-23

Investing 101 SDR Series: Spotlight on 3 New China SDRs - Capturing The AI Value Boom Amid Volatility

🌟🌟🌟The global technology landscape is undergoing a monumental, generational shift. But let's address the elephant in the trading room first: the Chinese equity market has been a wild, nerve wrecking rollercoaster lately. The benchmark CSI 300 index has just slipped into bear market territory after a gruelling 10 week rout, wiping out billions in global market cap. Fear and local economic fatigue are driving the selloff. Trying to time the broader Chinese index right now feels a bit like catching a falling knife. But beneath this macro panic lies a profound, institutional secret: this brutal selloff has pushed world class AI infrastructure companies into deeply undervalued territory. The timing couldn't be more perfect. On 16 October 2026, the SGX has listed 3

Investing 101 SDR Series: Spotlight on 3 New China SDRs - Capturing The AI Value Boom Amid Volatility

koolgal

10-22

Investing 101 SDR Series: Spotlight on 5 US SDRs

🌟🌟🌟Uncle Sam meets Singapore's Merlion! The unstoppable march of the SGX Singapore Depository Receipts (SDR) framework has just crossed its most exciting frontier yet. In July 2026, SGX launched an initial batch of 3 US linked SDRs (Grab, Sea Ltd and SpaceX). On 16 October, SGX recently added 5 new international/US listed ADR tracking counters. These include TSMC and SK Hynix. Imagine tracking some of the most high growth companies in the world during your morning coffee at a local kopitiam, trading them entirely in Singapore Dollars with zero foreign exchange transaction worry. Your Tiger Brokers Account has just gotten an elite American passport. But here is the real kicker: the barrier to entry has been absolutely obliterated. While the standard

Investing 101 SDR Series: Spotlight on 5 US SDRs

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What Are You Buying?","htmlText":"The market has been a little wild lately. After a strong run, some of the market's hottest stocks have pulled back, finally putting a few names on investors' watchlists at more attractive prices. Some investors are already buying the dip: “This is the opportunity I've been waiting for!” Some are staying patient: “Not yet—it could fall further.” And others are looking at their portfolios thinking: “I've got no cash left to buy more…” So, here's the question: Have you bought the dip? Are you adding to your favorite long-term holdings, keeping cash on the sidelines for better prices, or waiting because you think the market hasn't bottomed yet? 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share your latest dip buy What did you buy, and what price convinced you to","listText":"The market has been a little wild lately. 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Some investors are already buying the dip: “This is the opportunity I've been waiting for!” Some are staying patient: “Not yet—it could fall further.” And others are looking at their portfolios thinking: “I've got no cash left to buy more…” So, here's the question: Have you bought the dip? Are you adding to your favorite long-term holdings, keeping cash on the sidelines for better prices, or waiting because you think the market hasn't bottomed yet? 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share your latest dip buy What did you buy, and what price convinced you to","images":[{"img":"https://community-static.tradeup.com/news/33aa88b42af36d1ddb906876b3626f6b"}],"top":2,"highlighted":2,"essential":2,"paper":2,"likeSize":72,"commentSize":24,"repostSize":8,"link":"https://ttm.financial/post/619944178196784","isVote":1,"tweetType":1,"viewCount":19537,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"吉3186","avatar":"https://community-static.tradeup.com/news/131cfea234242b957270e5404bf3a771","crmLevel":12,"crmLevelSwitch":0,"idStr":"3570959382184881","authorIdStr":"3570959382184881"},"content":"With the recent market correction, I believe that opportunities and risks coexist. A fall in stock price does not necessarily mean that stocks will become cheaper; Sometimes it simply returns to a more reasonable price, or it could be that the company's fundamentals are deteriorating. If I were given US$10,000 right now, I would choose to invest in installments rather than putting it all in at once. Step 1: Choose a good company. I will prioritize companies that have long-term competitiveness, stable profitability, healthy cash flow, and reasonable debt, such as large technology companies like Microsoft and Google. However, even for good companies, the purchase price must be considered, and valuation should not be ignored just because a company is excellent. Step 2: Enter the market in batches. I will divide the funds into several parts and buy them gradually at different prices. If the stock price continues to fall, there will still be funds available to cope; If the market rebounds, the opportunity won't be completely missed. Step 3: Keep cash. I won't use up all my funds just to buy at the bottom. The market may continue to decline, but better investment opportunities may also emerge. Only by having cash on hand can you stay proactive. I don't just look at stock prices; I focus on a company's financial reports, earnings growth, cash flow, and debt. I would only seriously consider increasing my position if the company's fundamentals remained unchanged, and only market sentiment caused the stock price to fall. If the company's performance deteriorates, I would rather reassess it than keep buying to reduce holding costs. For me, the hardest thing about investing is not finding the bottom, but controlling my emotions. My strategy is: good companies, reasonable prices, buying in batches, and keeping cash. It's better to earn less than to take risks you can't afford because of greed. Do you think this pullback is an opportunity for long-term investors, or the beginning of a market decline? 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If the stock price continues to fall, there will still be funds available to cope; If the market rebounds, the opportunity won't be completely missed. Step 3: Keep cash. I won't use up all my funds just to buy at the bottom. The market may continue to decline, but better investment opportunities may also emerge. Only by having cash on hand can you stay proactive. I don't just look at stock prices; I focus on a company's financial reports, earnings growth, cash flow, and debt. I would only seriously consider increasing my position if the company's fundamentals remained unchanged, and only market sentiment caused the stock price to fall. If the company's performance deteriorates, I would rather reassess it than keep buying to reduce holding costs. For me, the hardest thing about investing is not finding the bottom, but controlling my emotions. My strategy is: good companies, reasonable prices, buying in batches, and keeping cash. 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Step 2: Enter the market in batches. I will divide the funds into several parts and buy them gradually at different prices. If the stock price continues to fall, there will still be funds available to cope; If the market rebounds, the opportunity won't be completely missed. Step 3: Keep cash. I won't use up all my funds just to buy at the bottom. The market may continue to decline, but better investment opportunities may also emerge. Only by having cash on hand can you stay proactive. I don't just look at stock prices; I focus on a company's financial reports, earnings growth, cash flow, and debt. I would only seriously consider increasing my position if the company's fundamentals remained unchanged, and only market sentiment caused the stock price to fall. If the company's performance deteriorates, I would rather reassess it than keep buying to reduce holding costs. For me, the hardest thing about investing is not finding the bottom, but controlling my emotions. My strategy is: good companies, reasonable prices, buying in batches, and keeping cash. It's better to earn less than to take risks you can't afford because of greed. Do you think this pullback is an opportunity for long-term investors, or the beginning of a market decline? Welcome to communicate!"},{"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","crmLevel":12,"crmLevelSwitch":0,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"content":"$PTIR - it always goes up after earnings and i made gaps doing rolling covered calls that expired below strike Sold 9@$23 strike 16 oct exp For $270ea Closed in dip @30 Turned around and sold again a week before expiry $170 ea Kept the shares Which now cost me about $4 less I ❤️❤️❤️ rolling covered calls Income from shares without selling them","text":"$PTIR - it always goes up after earnings and i made gaps doing rolling covered calls that expired below strike Sold 9@$23 strike 16 oct exp For $270ea Closed in dip @30 Turned around and sold again a week before expiry $170 ea Kept the shares Which now cost me about $4 less I ❤️❤️❤️ rolling covered calls Income from shares without selling them","html":"$PTIR - it always goes up after earnings and i made gaps doing rolling covered calls that expired below strike Sold 9@$23 strike 16 oct exp For $270ea Closed in dip @30 Turned around and sold again a week before expiry $170 ea Kept the shares Which now cost me about $4 less I ❤️❤️❤️ rolling covered calls Income from shares without selling them"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":623338333316008,"gmtCreate":1793206932844,"gmtModify":1793206944461,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"🟢 Hold, 🔴 Sell, or 🟡 Wait? Why My Earnings Night Strategy relies on Implied Volatility and Asymmetric Risk Whenever earnings season arrives, retail investors often split into two emotional camps: those who gamble on a massive post-earnings gap-up, and those who panic-sell early to avoid a potential crash. However, approaching earnings with a binary “Hold or Sell” mindset treats the market like a casino. For me, navigating earnings night is strictly an exercise in probability, position sizing, and managing Asymmetric Risk. If I had to summarize my core stance, it is: 🟡 Wait for tactical entries, but 🟢 Hold long-term high-conviction compounders—provided position size is controlled. Here is the exact playbook and mental framework I execute during earnings season. 1. The Trap of Binary Thinkin","listText":"🟢 Hold, 🔴 Sell, or 🟡 Wait? Why My Earnings Night Strategy relies on Implied Volatility and Asymmetric Risk Whenever earnings season arrives, retail investors often split into two emotional camps: those who gamble on a massive post-earnings gap-up, and those who panic-sell early to avoid a potential crash. However, approaching earnings with a binary “Hold or Sell” mindset treats the market like a casino. For me, navigating earnings night is strictly an exercise in probability, position sizing, and managing Asymmetric Risk. If I had to summarize my core stance, it is: 🟡 Wait for tactical entries, but 🟢 Hold long-term high-conviction compounders—provided position size is controlled. Here is the exact playbook and mental framework I execute during earnings season. 1. The Trap of Binary Thinkin","text":"🟢 Hold, 🔴 Sell, or 🟡 Wait? Why My Earnings Night Strategy relies on Implied Volatility and Asymmetric Risk Whenever earnings season arrives, retail investors often split into two emotional camps: those who gamble on a massive post-earnings gap-up, and those who panic-sell early to avoid a potential crash. However, approaching earnings with a binary “Hold or Sell” mindset treats the market like a casino. For me, navigating earnings night is strictly an exercise in probability, position sizing, and managing Asymmetric Risk. If I had to summarize my core stance, it is: 🟡 Wait for tactical entries, but 🟢 Hold long-term high-conviction compounders—provided position size is controlled. Here is the exact playbook and mental framework I execute during earnings season. 1. The Trap of Binary Thinkin","images":[{"img":"https://community-static.tradeup.com/news/983ca83a3a0ce02f9ba1d5be21aabb08","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623338333316008","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":623299946893448,"gmtCreate":1793197584644,"gmtModify":1793197587836,"author":{"id":"4090657250004720","authorId":"4090657250004720","name":"Blinkfans","avatar":"https://community-static.tradeup.com/news/c76fc0b3f351454fecd7f6146372228c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090657250004720","authorIdStr":"4090657250004720"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/3582166689277606\">@Pangpang</a>:Oh//<a href=\"https://ttm.financial/U/3582166689277606\">@Pangpang</a>:go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","listText":"Replying to <a href=\"https://ttm.financial/U/3582166689277606\">@Pangpang</a>:Oh//<a href=\"https://ttm.financial/U/3582166689277606\">@Pangpang</a>:go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","text":"Replying to @Pangpang:Oh//@Pangpang:go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/623299946893448","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136707072566762","authorId":"4136707072566762","name":"tiger lady","avatar":"https://community-static.tradeup.com/news/d6a8a6f5a08c1a112ab685d12f99a241","crmLevel":11,"crmLevelSwitch":0,"idStr":"4136707072566762","authorIdStr":"4136707072566762"},"content":"Hahahahaaaaaaaaaaaaaaaaaa, good…………….. strategyyyyyyyyyyyyyyyyyyyyyy, goooooooooooooooooooooo allllllllllllll the way","text":"Hahahahaaaaaaaaaaaaaaaaaa, good…………….. strategyyyyyyyyyyyyyyyyyyyyyy, goooooooooooooooooooooo allllllllllllll the way","html":"Hahahahaaaaaaaaaaaaaaaaaa, good…………….. strategyyyyyyyyyyyyyyyyyyyyyy, goooooooooooooooooooooo allllllllllllll the way"},{"author":{"id":"3577520251488200","authorId":"3577520251488200","name":"Icekk","avatar":"https://community-static.tradeup.com/news/17da0ddb309c492f3f7a1ad12e4d09aa","crmLevel":12,"crmLevelSwitch":1,"idStr":"3577520251488200","authorIdStr":"3577520251488200"},"content":"Ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha haha","text":"Ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha haha","html":"Ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha haha"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623299480592840,"gmtCreate":1793197479458,"gmtModify":1793197481527,"author":{"id":"4090657250004720","authorId":"4090657250004720","name":"Blinkfans","avatar":"https://community-static.tradeup.com/news/c76fc0b3f351454fecd7f6146372228c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090657250004720","authorIdStr":"4090657250004720"},"themes":[],"title":"","htmlText":"10.24","listText":"10.24","text":"10.24","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623299480592840","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623293459280224,"gmtCreate":1793195882134,"gmtModify":1793196945324,"author":{"id":"3574929013248588","authorId":"3574929013248588","name":"thewontoninvestor","avatar":"https://community-static.tradeup.com/news/a1a4de1a10d44336c935cb000658be81","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929013248588","authorIdStr":"3574929013248588"},"themes":[],"title":"COIN: The Part 2 I Promised A Year Ago","htmlText":"hey everyone, Wonton Investor here. let's talk about Coinbase again. some of you on here might remember my two earlier&nbsp;<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a>&nbsp;posts. in December 2024 i pitched it as a Peter Lynch cyclical, a business whose earnings swing with the crypto cycle, so the trick is to buy it when things look dead. i said i'd only buy at a 20% discount to my ~$180 intrinsic value estimate, so under $150. then in mid-2025, after the GENIUS Act passed and the big institutions started building on Coinbase, i wrote that i was doubling down and that COIN had gone from a cyclical buy to a long-term foundational hold. this is the follow-up i promised back then. it's mostly an accountability post. getting lucky, then getting greedy on Libe","listText":"hey everyone, Wonton Investor here. let's talk about Coinbase again. some of you on here might remember my two earlier&nbsp;<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a>&nbsp;posts. in December 2024 i pitched it as a Peter Lynch cyclical, a business whose earnings swing with the crypto cycle, so the trick is to buy it when things look dead. i said i'd only buy at a 20% discount to my ~$180 intrinsic value estimate, so under $150. then in mid-2025, after the GENIUS Act passed and the big institutions started building on Coinbase, i wrote that i was doubling down and that COIN had gone from a cyclical buy to a long-term foundational hold. this is the follow-up i promised back then. it's mostly an accountability post. getting lucky, then getting greedy on Libe","text":"hey everyone, Wonton Investor here. let's talk about Coinbase again. some of you on here might remember my two earlier $Coinbase Global, Inc.(COIN)$ posts. in December 2024 i pitched it as a Peter Lynch cyclical, a business whose earnings swing with the crypto cycle, so the trick is to buy it when things look dead. i said i'd only buy at a 20% discount to my ~$180 intrinsic value estimate, so under $150. then in mid-2025, after the GENIUS Act passed and the big institutions started building on Coinbase, i wrote that i was doubling down and that COIN had gone from a cyclical buy to a long-term foundational hold. this is the follow-up i promised back then. it's mostly an accountability post. getting lucky, then getting greedy on Libe","images":[{"img":"https://community-static.tradeup.com/news/dd36b76e5623690676c1a59a00739f13","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623293459280224","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":623283632497304,"gmtCreate":1793193558649,"gmtModify":1793193559985,"author":{"id":"3565425398867432","authorId":"3565425398867432","name":"Alfred8189","avatar":"https://static.tigerbbs.com/65653d3db531b1ead6e47420db3271b0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565425398867432","authorIdStr":"3565425398867432"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623283632497304","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623283128648616,"gmtCreate":1793193455141,"gmtModify":1793193459060,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572753591805453","authorIdStr":"3572753591805453"},"themes":[],"title":"","htmlText":"🟢 Earnings Night Strategy: Riding Volatility with High Conviction Earnings announcements often trigger knee-jerk market reactions, but for long-term investors, single-quarter volatility is secondary to structural growth. Heading into earnings for high-conviction tech and semiconductor leaders, my default strategy is to Hold. Attempting to time earnings night exposes capital to Implied Volatility (IV) crush and irrational overnight swings. Instead of trimming quality compounders to avoid short-term noise, I focus on fundamental health: gross margin expansion, free cash flow conversion, and forward demand guidance. A quarterly report rarely dismantles a multi-year thesis. If a post-earnings sell-off occurs despite solid underlying metrics, I view the dip not as a signal to exit, but as a","listText":"🟢 Earnings Night Strategy: Riding Volatility with High Conviction Earnings announcements often trigger knee-jerk market reactions, but for long-term investors, single-quarter volatility is secondary to structural growth. Heading into earnings for high-conviction tech and semiconductor leaders, my default strategy is to Hold. Attempting to time earnings night exposes capital to Implied Volatility (IV) crush and irrational overnight swings. Instead of trimming quality compounders to avoid short-term noise, I focus on fundamental health: gross margin expansion, free cash flow conversion, and forward demand guidance. A quarterly report rarely dismantles a multi-year thesis. If a post-earnings sell-off occurs despite solid underlying metrics, I view the dip not as a signal to exit, but as a","text":"🟢 Earnings Night Strategy: Riding Volatility with High Conviction Earnings announcements often trigger knee-jerk market reactions, but for long-term investors, single-quarter volatility is secondary to structural growth. Heading into earnings for high-conviction tech and semiconductor leaders, my default strategy is to Hold. Attempting to time earnings night exposes capital to Implied Volatility (IV) crush and irrational overnight swings. Instead of trimming quality compounders to avoid short-term noise, I focus on fundamental health: gross margin expansion, free cash flow conversion, and forward demand guidance. A quarterly report rarely dismantles a multi-year thesis. If a post-earnings sell-off occurs despite solid underlying metrics, I view the dip not as a signal to exit, but as a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623283128648616","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623282188378496,"gmtCreate":1793193130750,"gmtModify":1793194431150,"author":{"id":"3572863479502236","authorId":"3572863479502236","name":"PJoo","avatar":"https://static.tigerbbs.com/c1df329f4341646fc633446858d34c31","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572863479502236","authorIdStr":"3572863479502236"},"themes":[],"title":"","htmlText":"Google or <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a> Hold. Confirm that the short-to-medium trend remains intact (20 EMA above 40 EMA, price holding above key support lines) before adding subsequent tranches. Therefore support is clear, holding big position. Important to define if AI is able to monetize.","listText":"Google or <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a> Hold. Confirm that the short-to-medium trend remains intact (20 EMA above 40 EMA, price holding above key support lines) before adding subsequent tranches. Therefore support is clear, holding big position. Important to define if AI is able to monetize.","text":"Google or $Alphabet(GOOG)$ Hold. Confirm that the short-to-medium trend remains intact (20 EMA above 40 EMA, price holding above key support lines) before adding subsequent tranches. Therefore support is clear, holding big position. Important to define if AI is able to monetize.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623282188378496","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623262724342256,"gmtCreate":1793188470337,"gmtModify":1793188571370,"author":{"id":"4147681045299222","authorId":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4147681045299222","authorIdStr":"4147681045299222"},"themes":[],"title":"Hold or Sell? 7 Earnings Reports, 7 Different Risks. Here Is My Playbook.","htmlText":"This is the part of earnings season I love. Within roughly 48 hours, we get results from: Microsoft. Alphabet. Amazon. Intel. Strategy. Coinbase. SanDisk. But I would make a mistake if I treated all seven the same. Some I would be comfortable holding. Some I would deliberately reduce. And for some, I would rather own the stock that reacts to their earnings than gamble on the reporter itself. My rule: The bigger the information gap, the smaller my pre-earnings position. Here is how I am approaching them. 🟢 1. GOOGL: MY FAVOURITE MEGA-CAP ASYMMETRY Alphabet enters tonight's report from a very different position from Microsoft. GOOG has already corrected from roughly $338.50 toward $314-$315. That matters. Expectations have come down. I want three things: Search resilience Google Cloud accele","listText":"This is the part of earnings season I love. Within roughly 48 hours, we get results from: Microsoft. Alphabet. Amazon. Intel. Strategy. Coinbase. SanDisk. But I would make a mistake if I treated all seven the same. Some I would be comfortable holding. Some I would deliberately reduce. And for some, I would rather own the stock that reacts to their earnings than gamble on the reporter itself. My rule: The bigger the information gap, the smaller my pre-earnings position. Here is how I am approaching them. 🟢 1. GOOGL: MY FAVOURITE MEGA-CAP ASYMMETRY Alphabet enters tonight's report from a very different position from Microsoft. GOOG has already corrected from roughly $338.50 toward $314-$315. That matters. Expectations have come down. I want three things: Search resilience Google Cloud accele","text":"This is the part of earnings season I love. Within roughly 48 hours, we get results from: Microsoft. Alphabet. Amazon. Intel. Strategy. Coinbase. SanDisk. But I would make a mistake if I treated all seven the same. Some I would be comfortable holding. Some I would deliberately reduce. And for some, I would rather own the stock that reacts to their earnings than gamble on the reporter itself. My rule: The bigger the information gap, the smaller my pre-earnings position. Here is how I am approaching them. 🟢 1. GOOGL: MY FAVOURITE MEGA-CAP ASYMMETRY Alphabet enters tonight's report from a very different position from Microsoft. GOOG has already corrected from roughly $338.50 toward $314-$315. That matters. Expectations have come down. I want three things: Search resilience Google Cloud accele","images":[{"img":"https://community-static.tradeup.com/news/b7e95c034eb0ae83ebafce5dff1b1dad","width":"479","height":"1024"},{"img":"https://community-static.tradeup.com/news/14ab0763366da5803ec4092ee4161c01","width":"564","height":"1024"},{"img":"https://community-static.tradeup.com/news/78d5ca3543f196c95a2799a8abf1adcf","width":"466","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/623262724342256","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":623238388326544,"gmtCreate":1793182435685,"gmtModify":1793182438596,"author":{"id":"3582166689277606","authorId":"3582166689277606","name":"Pangpang","avatar":"https://community-static.tradeup.com/news/79e1447fe3119300beb6f9778cd80e7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582166689277606","authorIdStr":"3582166689277606"},"themes":[],"title":"","htmlText":"go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","listText":"go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","text":"go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623238388326544","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623173344346208,"gmtCreate":1793181050486,"gmtModify":1793197800378,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"🎁 Write & Win｜Earnings Season: Hold or Sell?","htmlText":"Whenever a company is about to report, investors face the same question: Earnings tonight—do you hold or sell? Some investors hold with confidence: “I'm in it for the long term. One night won't change my view.” Some trim their positions: “Lock in some gains and sleep better.” Others keep cash ready: “If it drops, I'll buy more!” One earnings report can send a stock soaring—or falling—overnight. So, what's your move? 🟢 Hold: Stay invested and ride through earnings 🔴 Sell: Trim your position and avoid the volatility 🟡 Wait: Stay on the sidelines and decide after earnings 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share a stock you're holding through earnings Why are you confident enough to hold? What will you be watching in the report? ② Tell us about an unfo","listText":"Whenever a company is about to report, investors face the same question: Earnings tonight—do you hold or sell? Some investors hold with confidence: “I'm in it for the long term. One night won't change my view.” Some trim their positions: “Lock in some gains and sleep better.” Others keep cash ready: “If it drops, I'll buy more!” One earnings report can send a stock soaring—or falling—overnight. So, what's your move? 🟢 Hold: Stay invested and ride through earnings 🔴 Sell: Trim your position and avoid the volatility 🟡 Wait: Stay on the sidelines and decide after earnings 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share a stock you're holding through earnings Why are you confident enough to hold? What will you be watching in the report? ② Tell us about an unfo","text":"Whenever a company is about to report, investors face the same question: Earnings tonight—do you hold or sell? Some investors hold with confidence: “I'm in it for the long term. One night won't change my view.” Some trim their positions: “Lock in some gains and sleep better.” Others keep cash ready: “If it drops, I'll buy more!” One earnings report can send a stock soaring—or falling—overnight. So, what's your move? 🟢 Hold: Stay invested and ride through earnings 🔴 Sell: Trim your position and avoid the volatility 🟡 Wait: Stay on the sidelines and decide after earnings 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share a stock you're holding through earnings Why are you confident enough to hold? What will you be watching in the report? ② Tell us about an unfo","images":[{"img":"https://community-static.tradeup.com/news/8fc03288673d8b1ef8bdc7b60840eec5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":10,"repostSize":12,"link":"https://ttm.financial/post/623173344346208","isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":622871541784952,"gmtCreate":1793092874956,"gmtModify":1793093847215,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"🚨 I’m Buying the AI Dip, But Not the Hype: Here’s What I’m Collecting","htmlText":"This AI and semiconductor correction is exactly the type of market that tests my discipline. Prices have fallen enough to become tempting, but I don’t think this is the moment to blindly shout “BUY THE DIP!” and throw all my cash into the market. I’m still cautious. At the same time, I also don’t want fear to stop me from accumulating quality AI and semiconductor exposure when valuations are being reset. So instead of trying to predict the exact bottom, I’ve started collecting gradually, mainly <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> and <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> , while keeping higher-risk names like <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> and","listText":"This AI and semiconductor correction is exactly the type of market that tests my discipline. Prices have fallen enough to become tempting, but I don’t think this is the moment to blindly shout “BUY THE DIP!” and throw all my cash into the market. I’m still cautious. At the same time, I also don’t want fear to stop me from accumulating quality AI and semiconductor exposure when valuations are being reset. So instead of trying to predict the exact bottom, I’ve started collecting gradually, mainly <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> and <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> , while keeping higher-risk names like <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> and","text":"This AI and semiconductor correction is exactly the type of market that tests my discipline. Prices have fallen enough to become tempting, but I don’t think this is the moment to blindly shout “BUY THE DIP!” and throw all my cash into the market. I’m still cautious. At the same time, I also don’t want fear to stop me from accumulating quality AI and semiconductor exposure when valuations are being reset. So instead of trying to predict the exact bottom, I’ve started collecting gradually, mainly $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ and $ARM Holdings(ARM)$ , while keeping higher-risk names like $CoreWeave, Inc.(CRWV)$ and","images":[{"img":"https://community-static.tradeup.com/news/601aacaa5e72b21e4dbe4ceb701a1353","width":"1536","height":"1024"},{"img":"https://community-static.tradeup.com/news/39a5901ecbe39d91161d73faf327dd74","width":"1536","height":"1024"},{"img":"https://community-static.tradeup.com/news/60ff9f6423292bd4bfdfbfaeaf0eeb05","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":151,"commentSize":6,"repostSize":6,"link":"https://ttm.financial/post/622871541784952","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000724","authorId":"9000000000000724","name":"AgathaHume","avatar":"https://static.tigerbbs.com/58026ab8f0edf0d829859314a737d6a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000724","authorIdStr":"9000000000000724"},"content":"20% off can still be expensive, but 40% in semis starts getting interesting. SOXL only really works if the inventory reset is closer to done","text":"20% off can still be expensive, but 40% in semis starts getting interesting. SOXL only really works if the inventory reset is closer to done","html":"20% off can still be expensive, but 40% in semis starts getting interesting. SOXL only really works if the inventory reset is closer to done"},{"author":{"id":"3582294650546658","authorId":"3582294650546658","name":"AgnL","avatar":"https://static.tigerbbs.com/0708e94ff182a63b040869914f43d829","crmLevel":11,"crmLevelSwitch":0,"idStr":"3582294650546658","authorIdStr":"3582294650546658"},"content":"thanks for the great information","text":"thanks for the great information","html":"thanks for the great information"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":622741333131960,"gmtCreate":1793061090363,"gmtModify":1793061094377,"author":{"id":"3574409680880402","authorId":"3574409680880402","name":"Egging","avatar":"https://static.tigerbbs.com/5d5b3caed5b1dc46f9f3a4e05eef58cb","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574409680880402","authorIdStr":"3574409680880402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Rocket Lab ($RKLB) is one of the most compelling growth stories in the space industry.&nbsp; With its proven Electron launch capabilities, expanding space systems business, and ambitious Neutron rocket development, RKLB is building more than a launch company&nbsp; Its positioning itself as a vertically integrated space powerhouse. Its growing government and commercial contracts provide a foundation for long-term expansion, while Neutron could unlock a significantly larger addressable market.&nbsp; Yes, execution risks, cash burn, and potential dilution remain real concerns. But for investors with patience and conviction, Rocket Lab offers an exciting opportunity to participate in t","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Rocket Lab ($RKLB) is one of the most compelling growth stories in the space industry.&nbsp; With its proven Electron launch capabilities, expanding space systems business, and ambitious Neutron rocket development, RKLB is building more than a launch company&nbsp; Its positioning itself as a vertically integrated space powerhouse. Its growing government and commercial contracts provide a foundation for long-term expansion, while Neutron could unlock a significantly larger addressable market.&nbsp; Yes, execution risks, cash burn, and potential dilution remain real concerns. But for investors with patience and conviction, Rocket Lab offers an exciting opportunity to participate in t","text":"$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab ($RKLB) is one of the most compelling growth stories in the space industry. With its proven Electron launch capabilities, expanding space systems business, and ambitious Neutron rocket development, RKLB is building more than a launch company Its positioning itself as a vertically integrated space powerhouse. Its growing government and commercial contracts provide a foundation for long-term expansion, while Neutron could unlock a significantly larger addressable market. Yes, execution risks, cash burn, and potential dilution remain real concerns. But for investors with patience and conviction, Rocket Lab offers an exciting opportunity to participate in t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622741333131960","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622700778689176,"gmtCreate":1793051260356,"gmtModify":1793075400301,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Investing 101 SDR Series: Spotlight on 3 Indonesian SDRs","htmlText":"🌟🌟🌟Garuda, Indonesia's mythical golden eagle meets Merlion, Singapore's iconic sealion:&nbsp; Introducing 3 Indonesian SDRs&nbsp; that allows savvy investors to utilise Singapore's robust financial infrastructure to capture deep value in Indonesia's largest corporate titans. However this meeting of icons is currently facing a turbulent testing ground. The MSCI Warning and Immediate Market Impact&nbsp; Global index provider MSCI has issued a stark warning regarding the potential reclassification of Indonesia from an Emerging Market to a Standalone Market.&nbsp; The warning stems from concerns over opaque share ownership structures, suspected coordinated trading and gaps in local regulatory enforcement. If this decoupling officially takes place, it will trigger an automated, huge capital fli","listText":"🌟🌟🌟Garuda, Indonesia's mythical golden eagle meets Merlion, Singapore's iconic sealion:&nbsp; Introducing 3 Indonesian SDRs&nbsp; that allows savvy investors to utilise Singapore's robust financial infrastructure to capture deep value in Indonesia's largest corporate titans. However this meeting of icons is currently facing a turbulent testing ground. The MSCI Warning and Immediate Market Impact&nbsp; Global index provider MSCI has issued a stark warning regarding the potential reclassification of Indonesia from an Emerging Market to a Standalone Market.&nbsp; The warning stems from concerns over opaque share ownership structures, suspected coordinated trading and gaps in local regulatory enforcement. If this decoupling officially takes place, it will trigger an automated, huge capital fli","text":"🌟🌟🌟Garuda, Indonesia's mythical golden eagle meets Merlion, Singapore's iconic sealion: Introducing 3 Indonesian SDRs that allows savvy investors to utilise Singapore's robust financial infrastructure to capture deep value in Indonesia's largest corporate titans. However this meeting of icons is currently facing a turbulent testing ground. The MSCI Warning and Immediate Market Impact Global index provider MSCI has issued a stark warning regarding the potential reclassification of Indonesia from an Emerging Market to a Standalone Market. The warning stems from concerns over opaque share ownership structures, suspected coordinated trading and gaps in local regulatory enforcement. If this decoupling officially takes place, it will trigger an automated, huge capital fli","images":[{"img":"https://community-static.tradeup.com/news/8ddc125f399434633bf4d6a2b6b0a003","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/e99a49e26ab9bae5e181b2e6f4fb0d4c","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d15c9fc553653d4373ff56e18086076b","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":108,"commentSize":26,"repostSize":1,"link":"https://ttm.financial/post/622700778689176","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586994859303940","authorId":"3586994859303940","name":"CL_Wong","avatar":"https://static.tigerbbs.com/a974b1a26fc593e3134cf7e90be9c166","crmLevel":11,"crmLevelSwitch":1,"idStr":"3586994859303940","authorIdStr":"3586994859303940"},"content":"Thank you very much for the advice and information, thank you so much for making the effort sharing it and I really appreciate your help 🌷🌷🌷🌷🌷🌷","text":"Thank you very much for the advice and information, thank you so much for making the effort sharing it and I really appreciate your help 🌷🌷🌷🌷🌷🌷","html":"Thank you very much for the advice and information, thank you so much for making the effort sharing it and I really appreciate your help 🌷🌷🌷🌷🌷🌷"},{"author":{"id":"4127954790020922","authorId":"4127954790020922","name":"MeowKitty","avatar":"https://community-static.tradeup.com/news/5801ac0c36a39786f5114e0b7bde5a4d","crmLevel":11,"crmLevelSwitch":1,"idStr":"4127954790020922","authorIdStr":"4127954790020922"},"content":"I am so grateful for your efforts of sharing this post, I truly appreciate it. Thank you from the bottom of my heart 🌷🌷🌷🌷🌷🌷","text":"I am so grateful for your efforts of sharing this post, I truly appreciate it. Thank you from the bottom of my heart 🌷🌷🌷🌷🌷🌷","html":"I am so grateful for your efforts of sharing this post, I truly appreciate it. Thank you from the bottom of my heart 🌷🌷🌷🌷🌷🌷"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":622543573610712,"gmtCreate":1793012803881,"gmtModify":1793012808190,"author":{"id":"4116569270341752","authorId":"4116569270341752","name":"dailyovr","avatar":"https://community-static.tradeup.com/news/47a67bced9e5923bb0854c483d1cf5d6","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116569270341752","authorIdStr":"4116569270341752"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/S63.SI\">$ST Engineering(S63.SI)$ </a>&nbsp; is on my watchlist at $10.05. My target price has been reached, but I'm still holding back from entering. At $10.05, the price could find support and rebound. But if the selling pressure continues, we could see it dip further towards **$9.80**. For now, I'm watching patiently. I want to see the price stabilise, turn upwards, and show clear signs of rising momentum before making my move. No rush to buy just because it has reached my target price. A target price gets my attention, but the price action helps me decide when to enter. **Patience first. Confirmation next. Entry only when the momentum supports it.**&nbsp;","listText":"<a href=\"https://ttm.financial/S/S63.SI\">$ST Engineering(S63.SI)$ </a>&nbsp; is on my watchlist at $10.05. My target price has been reached, but I'm still holding back from entering. At $10.05, the price could find support and rebound. But if the selling pressure continues, we could see it dip further towards **$9.80**. For now, I'm watching patiently. I want to see the price stabilise, turn upwards, and show clear signs of rising momentum before making my move. No rush to buy just because it has reached my target price. A target price gets my attention, but the price action helps me decide when to enter. **Patience first. Confirmation next. Entry only when the momentum supports it.**&nbsp;","text":"$ST Engineering(S63.SI)$ is on my watchlist at $10.05. My target price has been reached, but I'm still holding back from entering. At $10.05, the price could find support and rebound. But if the selling pressure continues, we could see it dip further towards **$9.80**. For now, I'm watching patiently. I want to see the price stabilise, turn upwards, and show clear signs of rising momentum before making my move. No rush to buy just because it has reached my target price. A target price gets my attention, but the price action helps me decide when to enter. **Patience first. Confirmation next. Entry only when the momentum supports it.**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/622543573610712","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099912197938530","authorId":"4099912197938530","name":"古月说","avatar":"https://community-static.tradeup.com/news/b77d52eb4d2d2d15d64630a2097a9c2d","crmLevel":12,"crmLevelSwitch":1,"idStr":"4099912197938530","authorIdStr":"4099912197938530"},"content":"I see. Great article for me thanks","text":"I see. Great article for me thanks","html":"I see. Great article for me thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622541309309872,"gmtCreate":1793012355374,"gmtModify":1793013266603,"author":{"id":"4116569270341752","authorId":"4116569270341752","name":"dailyovr","avatar":"https://community-static.tradeup.com/news/47a67bced9e5923bb0854c483d1cf5d6","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116569270341752","authorIdStr":"4116569270341752"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$Keppel(BN4.SI)$ </a> On My Watchlist at $10** Keppel has reached my watchlist price of $10, but I’m not rushing in just because it has hit my target. 🎯 My next level to watch is $9.50. If the price pulls back further, I may get a better entry point with a wider margin of safety. For now, I’ll continue monitoring the price action and wait for a potential **point of inflection**, where selling pressure eases and the trend starts showing signs of turning. A stock reaching my target price doesn’t automatically mean it’s time to buy. Price matters, but so does timing. **Patience is part of the investment strategy.** I’d rather miss the first part of a rally than rush into a falling stock without a clear signal. #Keppel #SGXStocks #SingaporeStocks #Value","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$Keppel(BN4.SI)$ </a> On My Watchlist at $10** Keppel has reached my watchlist price of $10, but I’m not rushing in just because it has hit my target. 🎯 My next level to watch is $9.50. If the price pulls back further, I may get a better entry point with a wider margin of safety. For now, I’ll continue monitoring the price action and wait for a potential **point of inflection**, where selling pressure eases and the trend starts showing signs of turning. A stock reaching my target price doesn’t automatically mean it’s time to buy. Price matters, but so does timing. **Patience is part of the investment strategy.** I’d rather miss the first part of a rally than rush into a falling stock without a clear signal. #Keppel #SGXStocks #SingaporeStocks #Value","text":"$Keppel(BN4.SI)$ On My Watchlist at $10** Keppel has reached my watchlist price of $10, but I’m not rushing in just because it has hit my target. 🎯 My next level to watch is $9.50. If the price pulls back further, I may get a better entry point with a wider margin of safety. For now, I’ll continue monitoring the price action and wait for a potential **point of inflection**, where selling pressure eases and the trend starts showing signs of turning. A stock reaching my target price doesn’t automatically mean it’s time to buy. Price matters, but so does timing. **Patience is part of the investment strategy.** I’d rather miss the first part of a rally than rush into a falling stock without a clear signal. #Keppel #SGXStocks #SingaporeStocks #Value","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622541309309872","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622094455726376,"gmtCreate":1792924404035,"gmtModify":1793094000077,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Why the Hang Seng Tech Index Smashed Below 4,000 & How to Play the Dip","htmlText":"🌟🌟🌟The Hang Seng Tech Index has broken below the critical 4,000 point psychological threshold, plunging to a multi year low.&nbsp; This sudden breakdown has wiped off&nbsp;&nbsp;millions in market value from Chinese Tech Titans like Alibaba, Tencent and NetEase. While the headline drop looks alarming, the underlying dynamics reveal a classic \"valuation killing\" driven by macroeconomic and liquidity pressures rather than a structural collapse in corporate fundamentals. 3 Pressures Driving the Selloff 1.&nbsp; The Offshore Tax Drag&nbsp; An unique internal liquidity crunch hit the market recently.&nbsp; This period marked the final deadline of a 90 day window granted for offshore trusts to settle mainland back taxes.&nbsp; As a result, the offshore trusts had to reduce their equity stakes, t","listText":"🌟🌟🌟The Hang Seng Tech Index has broken below the critical 4,000 point psychological threshold, plunging to a multi year low.&nbsp; This sudden breakdown has wiped off&nbsp;&nbsp;millions in market value from Chinese Tech Titans like Alibaba, Tencent and NetEase. While the headline drop looks alarming, the underlying dynamics reveal a classic \"valuation killing\" driven by macroeconomic and liquidity pressures rather than a structural collapse in corporate fundamentals. 3 Pressures Driving the Selloff 1.&nbsp; The Offshore Tax Drag&nbsp; An unique internal liquidity crunch hit the market recently.&nbsp; This period marked the final deadline of a 90 day window granted for offshore trusts to settle mainland back taxes.&nbsp; As a result, the offshore trusts had to reduce their equity stakes, t","text":"🌟🌟🌟The Hang Seng Tech Index has broken below the critical 4,000 point psychological threshold, plunging to a multi year low. This sudden breakdown has wiped off millions in market value from Chinese Tech Titans like Alibaba, Tencent and NetEase. While the headline drop looks alarming, the underlying dynamics reveal a classic \"valuation killing\" driven by macroeconomic and liquidity pressures rather than a structural collapse in corporate fundamentals. 3 Pressures Driving the Selloff 1. The Offshore Tax Drag An unique internal liquidity crunch hit the market recently. This period marked the final deadline of a 90 day window granted for offshore trusts to settle mainland back taxes. As a result, the offshore trusts had to reduce their equity stakes, t","images":[{"img":"https://community-static.tradeup.com/news/0372ff6bb3c3e31927a95e5fd8d788e4","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/9c344f81058136fd6e3008704cc1a468","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d5b23d79b3744df076363ea445d46311","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":24,"commentSize":13,"repostSize":22,"link":"https://ttm.financial/post/622094455726376","isVote":1,"tweetType":1,"viewCount":5584,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000435","authorId":"9000000000000435","name":"OwenBess","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000435","authorIdStr":"9000000000000435"},"content":"Structure upgrade is the part I care about most here. If 03067 and HST widen beyond consumer internet, the rebound should look a lot less one dimensional","text":"Structure upgrade is the part I care about most here. If 03067 and HST widen beyond consumer internet, the rebound should look a lot less one dimensional","html":"Structure upgrade is the part I care about most here. If 03067 and HST widen beyond consumer internet, the rebound should look a lot less one dimensional"},{"author":{"id":"3584593266532617","authorId":"3584593266532617","name":"jeryeo0701","avatar":"https://community-static.tradeup.com/news/a921a869b06ad34a2ea12bab537be5ff","crmLevel":12,"crmLevelSwitch":0,"idStr":"3584593266532617","authorIdStr":"3584593266532617"},"content":"agreed! long run this should come good","text":"agreed! long run this should come good","html":"agreed! long run this should come good"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":621685928362784,"gmtCreate":1792800831589,"gmtModify":1793060400366,"author":{"id":"3555028347433171","authorId":"3555028347433171","name":"Obigoot","avatar":"https://community-static.tradeup.com/news/56acf9ae657bada2841aeb473a88997e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555028347433171","authorIdStr":"3555028347433171"},"themes":[],"title":"Bull or Bear Market now?","htmlText":"Your portfolio thinks it’s diversified. Your risk budget knows better.&nbsp; Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.","listText":"Your portfolio thinks it’s diversified. Your risk budget knows better.&nbsp; Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.","text":"Your portfolio thinks it’s diversified. Your risk budget knows better. Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":75,"commentSize":14,"repostSize":3,"link":"https://ttm.financial/post/621685928362784","isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571707632688553","authorId":"3571707632688553","name":"Sheepysheep","avatar":"https://static.tigerbbs.com/1623ff0c5b6491bfa542b37909c3c30a","crmLevel":11,"crmLevelSwitch":1,"idStr":"3571707632688553","authorIdStr":"3571707632688553"},"content":"This is a good analysis of the market, much knowledge gained from this insightful post","text":"This is a good analysis of the market, much knowledge gained from this insightful post","html":"This is a good analysis of the market, much knowledge gained from this insightful post"},{"author":{"id":"4255799242283172","authorId":"4255799242283172","name":"IMMORTALIS","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"4255799242283172","authorIdStr":"4255799242283172"},"content":"The hype in the AI sector is completely disconnected from real-world revenue. We have reached a phase where companies are pouring billions into infrastructure simply out of fear of missing out, ignoring basic unit economics. What makes this worse is the circular economy keeping the machine afloat: Nvidia invests heavily into leading model developers like OpenAI. OpenAI pays fortune-level sums for Microsoft cloud capacity. Microsoft uses that revenue to buy next-gen GPUs directly from Nvidia. Because each successive funding round assigns astronomical valuations to these entities, every player on that cap table reports massive unrealized book gains. It creates an optical illusion of unprecedented growth and profitability. Once the leverage dries up and these companies actually have to justify their capital expenditures with sustainable, paying end-users, reality will hit just as hard as it did in 2000.","text":"The hype in the AI sector is completely disconnected from real-world revenue. We have reached a phase where companies are pouring billions into infrastructure simply out of fear of missing out, ignoring basic unit economics. What makes this worse is the circular economy keeping the machine afloat: Nvidia invests heavily into leading model developers like OpenAI. OpenAI pays fortune-level sums for Microsoft cloud capacity. Microsoft uses that revenue to buy next-gen GPUs directly from Nvidia. Because each successive funding round assigns astronomical valuations to these entities, every player on that cap table reports massive unrealized book gains. It creates an optical illusion of unprecedented growth and profitability. Once the leverage dries up and these companies actually have to justify their capital expenditures with sustainable, paying end-users, reality will hit just as hard as it did in 2000.","html":"The hype in the AI sector is completely disconnected from real-world revenue. We have reached a phase where companies are pouring billions into infrastructure simply out of fear of missing out, ignoring basic unit economics. What makes this worse is the circular economy keeping the machine afloat: Nvidia invests heavily into leading model developers like OpenAI. OpenAI pays fortune-level sums for Microsoft cloud capacity. Microsoft uses that revenue to buy next-gen GPUs directly from Nvidia. Because each successive funding round assigns astronomical valuations to these entities, every player on that cap table reports massive unrealized book gains. It creates an optical illusion of unprecedented growth and profitability. Once the leverage dries up and these companies actually have to justify their capital expenditures with sustainable, paying end-users, reality will hit just as hard as it did in 2000."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621551910506496,"gmtCreate":1792768197720,"gmtModify":1792996262866,"author":{"id":"3568367118998895","authorId":"3568367118998895","name":"Vixenvixen","avatar":"https://community-static.tradeup.com/news/e8e52dc64c85ee5f829818b7e6e20eb9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568367118998895","authorIdStr":"3568367118998895"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their&nbsp;ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now.&nbsp; These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market.&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their&nbsp;ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now.&nbsp; These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market.&nbsp;","text":"$Alphabet(GOOG)$ Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now. These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":69,"commentSize":4,"repostSize":21,"link":"https://ttm.financial/post/621551910506496","isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274787036362","authorIdStr":"3479274787036362"},"content":"That MSFT analog misses one big thing: cloud margin quality. GOOG can scale, sure, but capex only works if Cloud profitability starts looking real.","text":"That MSFT analog misses one big thing: cloud margin quality. GOOG can scale, sure, but capex only works if Cloud profitability starts looking real.","html":"That MSFT analog misses one big thing: cloud margin quality. GOOG can scale, sure, but capex only works if Cloud profitability starts looking real."},{"author":{"id":"3582638414596332","authorId":"3582638414596332","name":"LeeSJ","avatar":"https://static.tigerbbs.com/478ef1619007ff0e4240160e0baa28f7","crmLevel":12,"crmLevelSwitch":0,"idStr":"3582638414596332","authorIdStr":"3582638414596332"},"content":"Either msft, meta, Google or amazon, all of them keep burning money for chips used to build their own data centers. Investors might not get alarmed for now but if all these money cant be converted into money making machine, they will start to question. And by then, their share price might not be as solid as now.","text":"Either msft, meta, Google or amazon, all of them keep burning money for chips used to build their own data centers. Investors might not get alarmed for now but if all these money cant be converted into money making machine, they will start to question. And by then, their share price might not be as solid as now.","html":"Either msft, meta, Google or amazon, all of them keep burning money for chips used to build their own data centers. Investors might not get alarmed for now but if all these money cant be converted into money making machine, they will start to question. And by then, their share price might not be as solid as now."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621410711781672,"gmtCreate":1792740129560,"gmtModify":1792819200191,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Investing 101 SDR Series: Spotlight on 3 New China SDRs - Capturing The AI Value Boom Amid Volatility","htmlText":"🌟🌟🌟The global technology landscape is undergoing a monumental, generational shift.&nbsp; But let's address the elephant in the trading room first: the Chinese equity market has been a wild, nerve wrecking rollercoaster lately. The benchmark CSI 300 index has just slipped into bear market territory after a gruelling 10 week rout, wiping out billions in global market cap.&nbsp; Fear and local economic fatigue are driving the selloff.&nbsp; Trying to time the broader Chinese index right now feels a bit like catching a falling knife. But beneath this macro panic lies a profound, institutional secret:&nbsp; this brutal selloff has pushed world class AI infrastructure companies into deeply undervalued territory. The timing couldn't be more perfect.&nbsp; On 16 October 2026, the SGX has listed 3","listText":"🌟🌟🌟The global technology landscape is undergoing a monumental, generational shift.&nbsp; But let's address the elephant in the trading room first: the Chinese equity market has been a wild, nerve wrecking rollercoaster lately. The benchmark CSI 300 index has just slipped into bear market territory after a gruelling 10 week rout, wiping out billions in global market cap.&nbsp; Fear and local economic fatigue are driving the selloff.&nbsp; Trying to time the broader Chinese index right now feels a bit like catching a falling knife. But beneath this macro panic lies a profound, institutional secret:&nbsp; this brutal selloff has pushed world class AI infrastructure companies into deeply undervalued territory. The timing couldn't be more perfect.&nbsp; On 16 October 2026, the SGX has listed 3","text":"🌟🌟🌟The global technology landscape is undergoing a monumental, generational shift. But let's address the elephant in the trading room first: the Chinese equity market has been a wild, nerve wrecking rollercoaster lately. The benchmark CSI 300 index has just slipped into bear market territory after a gruelling 10 week rout, wiping out billions in global market cap. Fear and local economic fatigue are driving the selloff. Trying to time the broader Chinese index right now feels a bit like catching a falling knife. But beneath this macro panic lies a profound, institutional secret: this brutal selloff has pushed world class AI infrastructure companies into deeply undervalued territory. The timing couldn't be more perfect. On 16 October 2026, the SGX has listed 3","images":[{"img":"https://community-static.tradeup.com/news/fd872f119c43c0f1c76693e84da2c2eb","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/3a528d2f3dd7396b5e50315fa1ce7aa4","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d15c9fc553653d4373ff56e18086076b","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":83,"commentSize":79,"repostSize":319,"link":"https://ttm.financial/post/621410711781672","isVote":1,"tweetType":1,"viewCount":5719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000725","authorIdStr":"9000000000000725"},"content":"Optical moat is the part people are sleeping on here. HZJD gets mispriced like generic hardware when the module barrier is way stickier","text":"Optical moat is the part people are sleeping on here. HZJD gets mispriced like generic hardware when the module barrier is way stickier","html":"Optical moat is the part people are sleeping on here. HZJD gets mispriced like generic hardware when the module barrier is way stickier"},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 @Shyon @JC888 @Aqa @Barcode @DiAngel @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Shyon @JC888 @Aqa @Barcode @DiAngel @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Shyon @JC888 @Aqa @Barcode @DiAngel @Shernice軒嬣 2000"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":620929940644232,"gmtCreate":1792622649106,"gmtModify":1792841400227,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Investing 101 SDR Series: Spotlight on 5 US SDRs","htmlText":"🌟🌟🌟Uncle Sam meets Singapore's Merlion!&nbsp; The unstoppable march of the SGX Singapore Depository Receipts (SDR) framework has just crossed its most exciting frontier yet.&nbsp; &nbsp;In July 2026, SGX launched an initial batch of 3 US linked SDRs (Grab, Sea Ltd and SpaceX).&nbsp; On 16 October, SGX recently added 5 new international/US listed ADR tracking counters.&nbsp; These include TSMC and SK Hynix. Imagine tracking some of the most high growth companies in the world during your morning coffee at a local kopitiam, trading them entirely in Singapore Dollars with zero foreign exchange transaction worry.&nbsp; Your Tiger Brokers Account has just gotten an elite American passport. But here is the real kicker: the barrier to entry has been absolutely obliterated.&nbsp; While the standard","listText":"🌟🌟🌟Uncle Sam meets Singapore's Merlion!&nbsp; The unstoppable march of the SGX Singapore Depository Receipts (SDR) framework has just crossed its most exciting frontier yet.&nbsp; &nbsp;In July 2026, SGX launched an initial batch of 3 US linked SDRs (Grab, Sea Ltd and SpaceX).&nbsp; On 16 October, SGX recently added 5 new international/US listed ADR tracking counters.&nbsp; These include TSMC and SK Hynix. Imagine tracking some of the most high growth companies in the world during your morning coffee at a local kopitiam, trading them entirely in Singapore Dollars with zero foreign exchange transaction worry.&nbsp; Your Tiger Brokers Account has just gotten an elite American passport. But here is the real kicker: the barrier to entry has been absolutely obliterated.&nbsp; While the standard","text":"🌟🌟🌟Uncle Sam meets Singapore's Merlion! The unstoppable march of the SGX Singapore Depository Receipts (SDR) framework has just crossed its most exciting frontier yet. In July 2026, SGX launched an initial batch of 3 US linked SDRs (Grab, Sea Ltd and SpaceX). On 16 October, SGX recently added 5 new international/US listed ADR tracking counters. These include TSMC and SK Hynix. Imagine tracking some of the most high growth companies in the world during your morning coffee at a local kopitiam, trading them entirely in Singapore Dollars with zero foreign exchange transaction worry. Your Tiger Brokers Account has just gotten an elite American passport. But here is the real kicker: the barrier to entry has been absolutely obliterated. While the standard","images":[{"img":"https://community-static.tradeup.com/news/3459b1b7eed56f8aa605dd598817e4fc","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/7f2cbf75d35adb108bfe46ef1822bdb4","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d7f2d1f08b92f843066cf718b87fe8c8","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":233,"commentSize":12,"repostSize":6,"link":"https://ttm.financial/post/620929940644232","isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000716","authorId":"9000000000000716","name":"AlvinBell","avatar":"https://static.tigerbbs.com/4ec8b377ac9ad32d941432c2e87c3f1b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000716","authorIdStr":"9000000000000716"},"content":"10-unit lots really do change the game for small sizing. I care more about how dividends, withholding tax and DRIP get handled on these SDRs over time","text":"10-unit lots really do change the game for small sizing. I care more about how dividends, withholding tax and DRIP get handled on these SDRs over time","html":"10-unit lots really do change the game for small sizing. I care more about how dividends, withholding tax and DRIP get handled on these SDRs over time"},{"author":{"id":"9000000000000582","authorId":"9000000000000582","name":"GabrielleSusan","avatar":"https://static.tigerbbs.com/765c9daae36bd47c3c2192e4245c8d47","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000582","authorIdStr":"9000000000000582"},"content":"10-lot access is nice, but liquidity matters more. If the spread stays wide or tracking drifts, the FX savings can disappear fast","text":"10-lot access is nice, but liquidity matters more. If the spread stays wide or tracking drifts, the FX savings can disappear fast","html":"10-lot access is nice, but liquidity matters more. If the spread stays wide or tracking drifts, the FX savings can disappear fast"}],"imageCount":3,"langContent":"EN","totalScore":0}],"essenList":[{"id":623338333316008,"gmtCreate":1793206932844,"gmtModify":1793206944461,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"🟢 Hold, 🔴 Sell, or 🟡 Wait? Why My Earnings Night Strategy relies on Implied Volatility and Asymmetric Risk Whenever earnings season arrives, retail investors often split into two emotional camps: those who gamble on a massive post-earnings gap-up, and those who panic-sell early to avoid a potential crash. However, approaching earnings with a binary “Hold or Sell” mindset treats the market like a casino. For me, navigating earnings night is strictly an exercise in probability, position sizing, and managing Asymmetric Risk. If I had to summarize my core stance, it is: 🟡 Wait for tactical entries, but 🟢 Hold long-term high-conviction compounders—provided position size is controlled. Here is the exact playbook and mental framework I execute during earnings season. 1. The Trap of Binary Thinkin","listText":"🟢 Hold, 🔴 Sell, or 🟡 Wait? Why My Earnings Night Strategy relies on Implied Volatility and Asymmetric Risk Whenever earnings season arrives, retail investors often split into two emotional camps: those who gamble on a massive post-earnings gap-up, and those who panic-sell early to avoid a potential crash. However, approaching earnings with a binary “Hold or Sell” mindset treats the market like a casino. For me, navigating earnings night is strictly an exercise in probability, position sizing, and managing Asymmetric Risk. If I had to summarize my core stance, it is: 🟡 Wait for tactical entries, but 🟢 Hold long-term high-conviction compounders—provided position size is controlled. Here is the exact playbook and mental framework I execute during earnings season. 1. The Trap of Binary Thinkin","text":"🟢 Hold, 🔴 Sell, or 🟡 Wait? Why My Earnings Night Strategy relies on Implied Volatility and Asymmetric Risk Whenever earnings season arrives, retail investors often split into two emotional camps: those who gamble on a massive post-earnings gap-up, and those who panic-sell early to avoid a potential crash. However, approaching earnings with a binary “Hold or Sell” mindset treats the market like a casino. For me, navigating earnings night is strictly an exercise in probability, position sizing, and managing Asymmetric Risk. If I had to summarize my core stance, it is: 🟡 Wait for tactical entries, but 🟢 Hold long-term high-conviction compounders—provided position size is controlled. Here is the exact playbook and mental framework I execute during earnings season. 1. The Trap of Binary Thinkin","images":[{"img":"https://community-static.tradeup.com/news/983ca83a3a0ce02f9ba1d5be21aabb08","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623338333316008","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":623293459280224,"gmtCreate":1793195882134,"gmtModify":1793196945324,"author":{"id":"3574929013248588","authorId":"3574929013248588","name":"thewontoninvestor","avatar":"https://community-static.tradeup.com/news/a1a4de1a10d44336c935cb000658be81","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574929013248588","authorIdStr":"3574929013248588"},"themes":[],"title":"COIN: The Part 2 I Promised A Year Ago","htmlText":"hey everyone, Wonton Investor here. let's talk about Coinbase again. some of you on here might remember my two earlier&nbsp;<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a>&nbsp;posts. in December 2024 i pitched it as a Peter Lynch cyclical, a business whose earnings swing with the crypto cycle, so the trick is to buy it when things look dead. i said i'd only buy at a 20% discount to my ~$180 intrinsic value estimate, so under $150. then in mid-2025, after the GENIUS Act passed and the big institutions started building on Coinbase, i wrote that i was doubling down and that COIN had gone from a cyclical buy to a long-term foundational hold. this is the follow-up i promised back then. it's mostly an accountability post. getting lucky, then getting greedy on Libe","listText":"hey everyone, Wonton Investor here. let's talk about Coinbase again. some of you on here might remember my two earlier&nbsp;<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a>&nbsp;posts. in December 2024 i pitched it as a Peter Lynch cyclical, a business whose earnings swing with the crypto cycle, so the trick is to buy it when things look dead. i said i'd only buy at a 20% discount to my ~$180 intrinsic value estimate, so under $150. then in mid-2025, after the GENIUS Act passed and the big institutions started building on Coinbase, i wrote that i was doubling down and that COIN had gone from a cyclical buy to a long-term foundational hold. this is the follow-up i promised back then. it's mostly an accountability post. getting lucky, then getting greedy on Libe","text":"hey everyone, Wonton Investor here. let's talk about Coinbase again. some of you on here might remember my two earlier $Coinbase Global, Inc.(COIN)$ posts. in December 2024 i pitched it as a Peter Lynch cyclical, a business whose earnings swing with the crypto cycle, so the trick is to buy it when things look dead. i said i'd only buy at a 20% discount to my ~$180 intrinsic value estimate, so under $150. then in mid-2025, after the GENIUS Act passed and the big institutions started building on Coinbase, i wrote that i was doubling down and that COIN had gone from a cyclical buy to a long-term foundational hold. this is the follow-up i promised back then. it's mostly an accountability post. getting lucky, then getting greedy on Libe","images":[{"img":"https://community-static.tradeup.com/news/dd36b76e5623690676c1a59a00739f13","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623293459280224","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":623262724342256,"gmtCreate":1793188470337,"gmtModify":1793188571370,"author":{"id":"4147681045299222","authorId":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4147681045299222","authorIdStr":"4147681045299222"},"themes":[],"title":"Hold or Sell? 7 Earnings Reports, 7 Different Risks. Here Is My Playbook.","htmlText":"This is the part of earnings season I love. Within roughly 48 hours, we get results from: Microsoft. Alphabet. Amazon. Intel. Strategy. Coinbase. SanDisk. But I would make a mistake if I treated all seven the same. Some I would be comfortable holding. Some I would deliberately reduce. And for some, I would rather own the stock that reacts to their earnings than gamble on the reporter itself. My rule: The bigger the information gap, the smaller my pre-earnings position. Here is how I am approaching them. 🟢 1. GOOGL: MY FAVOURITE MEGA-CAP ASYMMETRY Alphabet enters tonight's report from a very different position from Microsoft. GOOG has already corrected from roughly $338.50 toward $314-$315. That matters. Expectations have come down. I want three things: Search resilience Google Cloud accele","listText":"This is the part of earnings season I love. Within roughly 48 hours, we get results from: Microsoft. Alphabet. Amazon. Intel. Strategy. Coinbase. SanDisk. But I would make a mistake if I treated all seven the same. Some I would be comfortable holding. Some I would deliberately reduce. And for some, I would rather own the stock that reacts to their earnings than gamble on the reporter itself. My rule: The bigger the information gap, the smaller my pre-earnings position. Here is how I am approaching them. 🟢 1. GOOGL: MY FAVOURITE MEGA-CAP ASYMMETRY Alphabet enters tonight's report from a very different position from Microsoft. GOOG has already corrected from roughly $338.50 toward $314-$315. That matters. Expectations have come down. I want three things: Search resilience Google Cloud accele","text":"This is the part of earnings season I love. Within roughly 48 hours, we get results from: Microsoft. Alphabet. Amazon. Intel. Strategy. Coinbase. SanDisk. But I would make a mistake if I treated all seven the same. Some I would be comfortable holding. Some I would deliberately reduce. And for some, I would rather own the stock that reacts to their earnings than gamble on the reporter itself. My rule: The bigger the information gap, the smaller my pre-earnings position. Here is how I am approaching them. 🟢 1. GOOGL: MY FAVOURITE MEGA-CAP ASYMMETRY Alphabet enters tonight's report from a very different position from Microsoft. GOOG has already corrected from roughly $338.50 toward $314-$315. That matters. Expectations have come down. I want three things: Search resilience Google Cloud accele","images":[{"img":"https://community-static.tradeup.com/news/b7e95c034eb0ae83ebafce5dff1b1dad","width":"479","height":"1024"},{"img":"https://community-static.tradeup.com/news/14ab0763366da5803ec4092ee4161c01","width":"564","height":"1024"},{"img":"https://community-static.tradeup.com/news/78d5ca3543f196c95a2799a8abf1adcf","width":"466","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/623262724342256","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":623173344346208,"gmtCreate":1793181050486,"gmtModify":1793197800378,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"🎁 Write & Win｜Earnings Season: Hold or Sell?","htmlText":"Whenever a company is about to report, investors face the same question: Earnings tonight—do you hold or sell? Some investors hold with confidence: “I'm in it for the long term. One night won't change my view.” Some trim their positions: “Lock in some gains and sleep better.” Others keep cash ready: “If it drops, I'll buy more!” One earnings report can send a stock soaring—or falling—overnight. So, what's your move? 🟢 Hold: Stay invested and ride through earnings 🔴 Sell: Trim your position and avoid the volatility 🟡 Wait: Stay on the sidelines and decide after earnings 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share a stock you're holding through earnings Why are you confident enough to hold? What will you be watching in the report? ② Tell us about an unfo","listText":"Whenever a company is about to report, investors face the same question: Earnings tonight—do you hold or sell? Some investors hold with confidence: “I'm in it for the long term. One night won't change my view.” Some trim their positions: “Lock in some gains and sleep better.” Others keep cash ready: “If it drops, I'll buy more!” One earnings report can send a stock soaring—or falling—overnight. So, what's your move? 🟢 Hold: Stay invested and ride through earnings 🔴 Sell: Trim your position and avoid the volatility 🟡 Wait: Stay on the sidelines and decide after earnings 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share a stock you're holding through earnings Why are you confident enough to hold? What will you be watching in the report? ② Tell us about an unfo","text":"Whenever a company is about to report, investors face the same question: Earnings tonight—do you hold or sell? Some investors hold with confidence: “I'm in it for the long term. One night won't change my view.” Some trim their positions: “Lock in some gains and sleep better.” Others keep cash ready: “If it drops, I'll buy more!” One earnings report can send a stock soaring—or falling—overnight. So, what's your move? 🟢 Hold: Stay invested and ride through earnings 🔴 Sell: Trim your position and avoid the volatility 🟡 Wait: Stay on the sidelines and decide after earnings 💬 Not sure what to write? Start here 👇 Pick any angle that speaks to you: ① Share a stock you're holding through earnings Why are you confident enough to hold? What will you be watching in the report? ② Tell us about an unfo","images":[{"img":"https://community-static.tradeup.com/news/8fc03288673d8b1ef8bdc7b60840eec5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":10,"repostSize":12,"link":"https://ttm.financial/post/623173344346208","isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":623283128648616,"gmtCreate":1793193455141,"gmtModify":1793193459060,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572753591805453","authorIdStr":"3572753591805453"},"themes":[],"title":"","htmlText":"🟢 Earnings Night Strategy: Riding Volatility with High Conviction Earnings announcements often trigger knee-jerk market reactions, but for long-term investors, single-quarter volatility is secondary to structural growth. Heading into earnings for high-conviction tech and semiconductor leaders, my default strategy is to Hold. Attempting to time earnings night exposes capital to Implied Volatility (IV) crush and irrational overnight swings. Instead of trimming quality compounders to avoid short-term noise, I focus on fundamental health: gross margin expansion, free cash flow conversion, and forward demand guidance. A quarterly report rarely dismantles a multi-year thesis. If a post-earnings sell-off occurs despite solid underlying metrics, I view the dip not as a signal to exit, but as a","listText":"🟢 Earnings Night Strategy: Riding Volatility with High Conviction Earnings announcements often trigger knee-jerk market reactions, but for long-term investors, single-quarter volatility is secondary to structural growth. Heading into earnings for high-conviction tech and semiconductor leaders, my default strategy is to Hold. Attempting to time earnings night exposes capital to Implied Volatility (IV) crush and irrational overnight swings. Instead of trimming quality compounders to avoid short-term noise, I focus on fundamental health: gross margin expansion, free cash flow conversion, and forward demand guidance. A quarterly report rarely dismantles a multi-year thesis. If a post-earnings sell-off occurs despite solid underlying metrics, I view the dip not as a signal to exit, but as a","text":"🟢 Earnings Night Strategy: Riding Volatility with High Conviction Earnings announcements often trigger knee-jerk market reactions, but for long-term investors, single-quarter volatility is secondary to structural growth. Heading into earnings for high-conviction tech and semiconductor leaders, my default strategy is to Hold. Attempting to time earnings night exposes capital to Implied Volatility (IV) crush and irrational overnight swings. Instead of trimming quality compounders to avoid short-term noise, I focus on fundamental health: gross margin expansion, free cash flow conversion, and forward demand guidance. A quarterly report rarely dismantles a multi-year thesis. If a post-earnings sell-off occurs despite solid underlying metrics, I view the dip not as a signal to exit, but as a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623283128648616","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622871541784952,"gmtCreate":1793092874956,"gmtModify":1793093847215,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"🚨 I’m Buying the AI Dip, But Not the Hype: Here’s What I’m Collecting","htmlText":"This AI and semiconductor correction is exactly the type of market that tests my discipline. Prices have fallen enough to become tempting, but I don’t think this is the moment to blindly shout “BUY THE DIP!” and throw all my cash into the market. I’m still cautious. At the same time, I also don’t want fear to stop me from accumulating quality AI and semiconductor exposure when valuations are being reset. So instead of trying to predict the exact bottom, I’ve started collecting gradually, mainly <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> and <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> , while keeping higher-risk names like <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> and","listText":"This AI and semiconductor correction is exactly the type of market that tests my discipline. Prices have fallen enough to become tempting, but I don’t think this is the moment to blindly shout “BUY THE DIP!” and throw all my cash into the market. I’m still cautious. At the same time, I also don’t want fear to stop me from accumulating quality AI and semiconductor exposure when valuations are being reset. So instead of trying to predict the exact bottom, I’ve started collecting gradually, mainly <a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> and <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> , while keeping higher-risk names like <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> and","text":"This AI and semiconductor correction is exactly the type of market that tests my discipline. Prices have fallen enough to become tempting, but I don’t think this is the moment to blindly shout “BUY THE DIP!” and throw all my cash into the market. I’m still cautious. At the same time, I also don’t want fear to stop me from accumulating quality AI and semiconductor exposure when valuations are being reset. So instead of trying to predict the exact bottom, I’ve started collecting gradually, mainly $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ and $ARM Holdings(ARM)$ , while keeping higher-risk names like $CoreWeave, Inc.(CRWV)$ and","images":[{"img":"https://community-static.tradeup.com/news/601aacaa5e72b21e4dbe4ceb701a1353","width":"1536","height":"1024"},{"img":"https://community-static.tradeup.com/news/39a5901ecbe39d91161d73faf327dd74","width":"1536","height":"1024"},{"img":"https://community-static.tradeup.com/news/60ff9f6423292bd4bfdfbfaeaf0eeb05","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":151,"commentSize":6,"repostSize":6,"link":"https://ttm.financial/post/622871541784952","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000724","authorId":"9000000000000724","name":"AgathaHume","avatar":"https://static.tigerbbs.com/58026ab8f0edf0d829859314a737d6a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000724","authorIdStr":"9000000000000724"},"content":"20% off can still be expensive, but 40% in semis starts getting interesting. SOXL only really works if the inventory reset is closer to done","text":"20% off can still be expensive, but 40% in semis starts getting interesting. SOXL only really works if the inventory reset is closer to done","html":"20% off can still be expensive, but 40% in semis starts getting interesting. SOXL only really works if the inventory reset is closer to done"},{"author":{"id":"3582294650546658","authorId":"3582294650546658","name":"AgnL","avatar":"https://static.tigerbbs.com/0708e94ff182a63b040869914f43d829","crmLevel":11,"crmLevelSwitch":0,"idStr":"3582294650546658","authorIdStr":"3582294650546658"},"content":"thanks for the great information","text":"thanks for the great information","html":"thanks for the great information"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":623299946893448,"gmtCreate":1793197584644,"gmtModify":1793197587836,"author":{"id":"4090657250004720","authorId":"4090657250004720","name":"Blinkfans","avatar":"https://community-static.tradeup.com/news/c76fc0b3f351454fecd7f6146372228c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090657250004720","authorIdStr":"4090657250004720"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/3582166689277606\">@Pangpang</a>:Oh//<a href=\"https://ttm.financial/U/3582166689277606\">@Pangpang</a>:go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","listText":"Replying to <a href=\"https://ttm.financial/U/3582166689277606\">@Pangpang</a>:Oh//<a href=\"https://ttm.financial/U/3582166689277606\">@Pangpang</a>:go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","text":"Replying to @Pangpang:Oh//@Pangpang:go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/623299946893448","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136707072566762","authorId":"4136707072566762","name":"tiger lady","avatar":"https://community-static.tradeup.com/news/d6a8a6f5a08c1a112ab685d12f99a241","crmLevel":11,"crmLevelSwitch":0,"idStr":"4136707072566762","authorIdStr":"4136707072566762"},"content":"Hahahahaaaaaaaaaaaaaaaaaa, good…………….. strategyyyyyyyyyyyyyyyyyyyyyy, goooooooooooooooooooooo allllllllllllll the way","text":"Hahahahaaaaaaaaaaaaaaaaaa, good…………….. strategyyyyyyyyyyyyyyyyyyyyyy, goooooooooooooooooooooo allllllllllllll the way","html":"Hahahahaaaaaaaaaaaaaaaaaa, good…………….. strategyyyyyyyyyyyyyyyyyyyyyy, goooooooooooooooooooooo allllllllllllll the way"},{"author":{"id":"3577520251488200","authorId":"3577520251488200","name":"Icekk","avatar":"https://community-static.tradeup.com/news/17da0ddb309c492f3f7a1ad12e4d09aa","crmLevel":12,"crmLevelSwitch":1,"idStr":"3577520251488200","authorIdStr":"3577520251488200"},"content":"Ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha haha","text":"Ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha haha","html":"Ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha haha"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623282188378496,"gmtCreate":1793193130750,"gmtModify":1793194431150,"author":{"id":"3572863479502236","authorId":"3572863479502236","name":"PJoo","avatar":"https://static.tigerbbs.com/c1df329f4341646fc633446858d34c31","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572863479502236","authorIdStr":"3572863479502236"},"themes":[],"title":"","htmlText":"Google or <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a> Hold. Confirm that the short-to-medium trend remains intact (20 EMA above 40 EMA, price holding above key support lines) before adding subsequent tranches. Therefore support is clear, holding big position. Important to define if AI is able to monetize.","listText":"Google or <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a> Hold. Confirm that the short-to-medium trend remains intact (20 EMA above 40 EMA, price holding above key support lines) before adding subsequent tranches. Therefore support is clear, holding big position. Important to define if AI is able to monetize.","text":"Google or $Alphabet(GOOG)$ Hold. Confirm that the short-to-medium trend remains intact (20 EMA above 40 EMA, price holding above key support lines) before adding subsequent tranches. Therefore support is clear, holding big position. Important to define if AI is able to monetize.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623282188378496","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622700778689176,"gmtCreate":1793051260356,"gmtModify":1793075400301,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Investing 101 SDR Series: Spotlight on 3 Indonesian SDRs","htmlText":"🌟🌟🌟Garuda, Indonesia's mythical golden eagle meets Merlion, Singapore's iconic sealion:&nbsp; Introducing 3 Indonesian SDRs&nbsp; that allows savvy investors to utilise Singapore's robust financial infrastructure to capture deep value in Indonesia's largest corporate titans. However this meeting of icons is currently facing a turbulent testing ground. The MSCI Warning and Immediate Market Impact&nbsp; Global index provider MSCI has issued a stark warning regarding the potential reclassification of Indonesia from an Emerging Market to a Standalone Market.&nbsp; The warning stems from concerns over opaque share ownership structures, suspected coordinated trading and gaps in local regulatory enforcement. If this decoupling officially takes place, it will trigger an automated, huge capital fli","listText":"🌟🌟🌟Garuda, Indonesia's mythical golden eagle meets Merlion, Singapore's iconic sealion:&nbsp; Introducing 3 Indonesian SDRs&nbsp; that allows savvy investors to utilise Singapore's robust financial infrastructure to capture deep value in Indonesia's largest corporate titans. However this meeting of icons is currently facing a turbulent testing ground. The MSCI Warning and Immediate Market Impact&nbsp; Global index provider MSCI has issued a stark warning regarding the potential reclassification of Indonesia from an Emerging Market to a Standalone Market.&nbsp; The warning stems from concerns over opaque share ownership structures, suspected coordinated trading and gaps in local regulatory enforcement. If this decoupling officially takes place, it will trigger an automated, huge capital fli","text":"🌟🌟🌟Garuda, Indonesia's mythical golden eagle meets Merlion, Singapore's iconic sealion: Introducing 3 Indonesian SDRs that allows savvy investors to utilise Singapore's robust financial infrastructure to capture deep value in Indonesia's largest corporate titans. However this meeting of icons is currently facing a turbulent testing ground. The MSCI Warning and Immediate Market Impact Global index provider MSCI has issued a stark warning regarding the potential reclassification of Indonesia from an Emerging Market to a Standalone Market. The warning stems from concerns over opaque share ownership structures, suspected coordinated trading and gaps in local regulatory enforcement. If this decoupling officially takes place, it will trigger an automated, huge capital fli","images":[{"img":"https://community-static.tradeup.com/news/8ddc125f399434633bf4d6a2b6b0a003","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/e99a49e26ab9bae5e181b2e6f4fb0d4c","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d15c9fc553653d4373ff56e18086076b","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":108,"commentSize":26,"repostSize":1,"link":"https://ttm.financial/post/622700778689176","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586994859303940","authorId":"3586994859303940","name":"CL_Wong","avatar":"https://static.tigerbbs.com/a974b1a26fc593e3134cf7e90be9c166","crmLevel":11,"crmLevelSwitch":1,"idStr":"3586994859303940","authorIdStr":"3586994859303940"},"content":"Thank you very much for the advice and information, thank you so much for making the effort sharing it and I really appreciate your help 🌷🌷🌷🌷🌷🌷","text":"Thank you very much for the advice and information, thank you so much for making the effort sharing it and I really appreciate your help 🌷🌷🌷🌷🌷🌷","html":"Thank you very much for the advice and information, thank you so much for making the effort sharing it and I really appreciate your help 🌷🌷🌷🌷🌷🌷"},{"author":{"id":"4127954790020922","authorId":"4127954790020922","name":"MeowKitty","avatar":"https://community-static.tradeup.com/news/5801ac0c36a39786f5114e0b7bde5a4d","crmLevel":11,"crmLevelSwitch":1,"idStr":"4127954790020922","authorIdStr":"4127954790020922"},"content":"I am so grateful for your efforts of sharing this post, I truly appreciate it. Thank you from the bottom of my heart 🌷🌷🌷🌷🌷🌷","text":"I am so grateful for your efforts of sharing this post, I truly appreciate it. Thank you from the bottom of my heart 🌷🌷🌷🌷🌷🌷","html":"I am so grateful for your efforts of sharing this post, I truly appreciate it. Thank you from the bottom of my heart 🌷🌷🌷🌷🌷🌷"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":623299480592840,"gmtCreate":1793197479458,"gmtModify":1793197481527,"author":{"id":"4090657250004720","authorId":"4090657250004720","name":"Blinkfans","avatar":"https://community-static.tradeup.com/news/c76fc0b3f351454fecd7f6146372228c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090657250004720","authorIdStr":"4090657250004720"},"themes":[],"title":"","htmlText":"10.24","listText":"10.24","text":"10.24","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623299480592840","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623283632497304,"gmtCreate":1793193558649,"gmtModify":1793193559985,"author":{"id":"3565425398867432","authorId":"3565425398867432","name":"Alfred8189","avatar":"https://static.tigerbbs.com/65653d3db531b1ead6e47420db3271b0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565425398867432","authorIdStr":"3565425398867432"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623283632497304","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623238388326544,"gmtCreate":1793182435685,"gmtModify":1793182438596,"author":{"id":"3582166689277606","authorId":"3582166689277606","name":"Pangpang","avatar":"https://community-static.tradeup.com/news/79e1447fe3119300beb6f9778cd80e7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582166689277606","authorIdStr":"3582166689277606"},"themes":[],"title":"","htmlText":"go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","listText":"go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","text":"go for tech. hold main and wait, take profits when rises and dca when down for those commited stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623238388326544","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622094455726376,"gmtCreate":1792924404035,"gmtModify":1793094000077,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Why the Hang Seng Tech Index Smashed Below 4,000 & How to Play the Dip","htmlText":"🌟🌟🌟The Hang Seng Tech Index has broken below the critical 4,000 point psychological threshold, plunging to a multi year low.&nbsp; This sudden breakdown has wiped off&nbsp;&nbsp;millions in market value from Chinese Tech Titans like Alibaba, Tencent and NetEase. While the headline drop looks alarming, the underlying dynamics reveal a classic \"valuation killing\" driven by macroeconomic and liquidity pressures rather than a structural collapse in corporate fundamentals. 3 Pressures Driving the Selloff 1.&nbsp; The Offshore Tax Drag&nbsp; An unique internal liquidity crunch hit the market recently.&nbsp; This period marked the final deadline of a 90 day window granted for offshore trusts to settle mainland back taxes.&nbsp; As a result, the offshore trusts had to reduce their equity stakes, t","listText":"🌟🌟🌟The Hang Seng Tech Index has broken below the critical 4,000 point psychological threshold, plunging to a multi year low.&nbsp; This sudden breakdown has wiped off&nbsp;&nbsp;millions in market value from Chinese Tech Titans like Alibaba, Tencent and NetEase. While the headline drop looks alarming, the underlying dynamics reveal a classic \"valuation killing\" driven by macroeconomic and liquidity pressures rather than a structural collapse in corporate fundamentals. 3 Pressures Driving the Selloff 1.&nbsp; The Offshore Tax Drag&nbsp; An unique internal liquidity crunch hit the market recently.&nbsp; This period marked the final deadline of a 90 day window granted for offshore trusts to settle mainland back taxes.&nbsp; As a result, the offshore trusts had to reduce their equity stakes, t","text":"🌟🌟🌟The Hang Seng Tech Index has broken below the critical 4,000 point psychological threshold, plunging to a multi year low. This sudden breakdown has wiped off millions in market value from Chinese Tech Titans like Alibaba, Tencent and NetEase. While the headline drop looks alarming, the underlying dynamics reveal a classic \"valuation killing\" driven by macroeconomic and liquidity pressures rather than a structural collapse in corporate fundamentals. 3 Pressures Driving the Selloff 1. The Offshore Tax Drag An unique internal liquidity crunch hit the market recently. This period marked the final deadline of a 90 day window granted for offshore trusts to settle mainland back taxes. As a result, the offshore trusts had to reduce their equity stakes, t","images":[{"img":"https://community-static.tradeup.com/news/0372ff6bb3c3e31927a95e5fd8d788e4","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/9c344f81058136fd6e3008704cc1a468","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d5b23d79b3744df076363ea445d46311","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":24,"commentSize":13,"repostSize":22,"link":"https://ttm.financial/post/622094455726376","isVote":1,"tweetType":1,"viewCount":5584,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000435","authorId":"9000000000000435","name":"OwenBess","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000435","authorIdStr":"9000000000000435"},"content":"Structure upgrade is the part I care about most here. If 03067 and HST widen beyond consumer internet, the rebound should look a lot less one dimensional","text":"Structure upgrade is the part I care about most here. If 03067 and HST widen beyond consumer internet, the rebound should look a lot less one dimensional","html":"Structure upgrade is the part I care about most here. If 03067 and HST widen beyond consumer internet, the rebound should look a lot less one dimensional"},{"author":{"id":"3584593266532617","authorId":"3584593266532617","name":"jeryeo0701","avatar":"https://community-static.tradeup.com/news/a921a869b06ad34a2ea12bab537be5ff","crmLevel":12,"crmLevelSwitch":0,"idStr":"3584593266532617","authorIdStr":"3584593266532617"},"content":"agreed! long run this should come good","text":"agreed! long run this should come good","html":"agreed! long run this should come good"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":622741333131960,"gmtCreate":1793061090363,"gmtModify":1793061094377,"author":{"id":"3574409680880402","authorId":"3574409680880402","name":"Egging","avatar":"https://static.tigerbbs.com/5d5b3caed5b1dc46f9f3a4e05eef58cb","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574409680880402","authorIdStr":"3574409680880402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Rocket Lab ($RKLB) is one of the most compelling growth stories in the space industry.&nbsp; With its proven Electron launch capabilities, expanding space systems business, and ambitious Neutron rocket development, RKLB is building more than a launch company&nbsp; Its positioning itself as a vertically integrated space powerhouse. Its growing government and commercial contracts provide a foundation for long-term expansion, while Neutron could unlock a significantly larger addressable market.&nbsp; Yes, execution risks, cash burn, and potential dilution remain real concerns. But for investors with patience and conviction, Rocket Lab offers an exciting opportunity to participate in t","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Rocket Lab ($RKLB) is one of the most compelling growth stories in the space industry.&nbsp; With its proven Electron launch capabilities, expanding space systems business, and ambitious Neutron rocket development, RKLB is building more than a launch company&nbsp; Its positioning itself as a vertically integrated space powerhouse. Its growing government and commercial contracts provide a foundation for long-term expansion, while Neutron could unlock a significantly larger addressable market.&nbsp; Yes, execution risks, cash burn, and potential dilution remain real concerns. But for investors with patience and conviction, Rocket Lab offers an exciting opportunity to participate in t","text":"$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab ($RKLB) is one of the most compelling growth stories in the space industry. With its proven Electron launch capabilities, expanding space systems business, and ambitious Neutron rocket development, RKLB is building more than a launch company Its positioning itself as a vertically integrated space powerhouse. Its growing government and commercial contracts provide a foundation for long-term expansion, while Neutron could unlock a significantly larger addressable market. Yes, execution risks, cash burn, and potential dilution remain real concerns. But for investors with patience and conviction, Rocket Lab offers an exciting opportunity to participate in t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622741333131960","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622541309309872,"gmtCreate":1793012355374,"gmtModify":1793013266603,"author":{"id":"4116569270341752","authorId":"4116569270341752","name":"dailyovr","avatar":"https://community-static.tradeup.com/news/47a67bced9e5923bb0854c483d1cf5d6","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116569270341752","authorIdStr":"4116569270341752"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$Keppel(BN4.SI)$ </a> On My Watchlist at $10** Keppel has reached my watchlist price of $10, but I’m not rushing in just because it has hit my target. 🎯 My next level to watch is $9.50. If the price pulls back further, I may get a better entry point with a wider margin of safety. For now, I’ll continue monitoring the price action and wait for a potential **point of inflection**, where selling pressure eases and the trend starts showing signs of turning. A stock reaching my target price doesn’t automatically mean it’s time to buy. Price matters, but so does timing. **Patience is part of the investment strategy.** I’d rather miss the first part of a rally than rush into a falling stock without a clear signal. #Keppel #SGXStocks #SingaporeStocks #Value","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$Keppel(BN4.SI)$ </a> On My Watchlist at $10** Keppel has reached my watchlist price of $10, but I’m not rushing in just because it has hit my target. 🎯 My next level to watch is $9.50. If the price pulls back further, I may get a better entry point with a wider margin of safety. For now, I’ll continue monitoring the price action and wait for a potential **point of inflection**, where selling pressure eases and the trend starts showing signs of turning. A stock reaching my target price doesn’t automatically mean it’s time to buy. Price matters, but so does timing. **Patience is part of the investment strategy.** I’d rather miss the first part of a rally than rush into a falling stock without a clear signal. #Keppel #SGXStocks #SingaporeStocks #Value","text":"$Keppel(BN4.SI)$ On My Watchlist at $10** Keppel has reached my watchlist price of $10, but I’m not rushing in just because it has hit my target. 🎯 My next level to watch is $9.50. If the price pulls back further, I may get a better entry point with a wider margin of safety. For now, I’ll continue monitoring the price action and wait for a potential **point of inflection**, where selling pressure eases and the trend starts showing signs of turning. A stock reaching my target price doesn’t automatically mean it’s time to buy. Price matters, but so does timing. **Patience is part of the investment strategy.** I’d rather miss the first part of a rally than rush into a falling stock without a clear signal. #Keppel #SGXStocks #SingaporeStocks #Value","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622541309309872","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621410711781672,"gmtCreate":1792740129560,"gmtModify":1792819200191,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Investing 101 SDR Series: Spotlight on 3 New China SDRs - Capturing The AI Value Boom Amid Volatility","htmlText":"🌟🌟🌟The global technology landscape is undergoing a monumental, generational shift.&nbsp; But let's address the elephant in the trading room first: the Chinese equity market has been a wild, nerve wrecking rollercoaster lately. The benchmark CSI 300 index has just slipped into bear market territory after a gruelling 10 week rout, wiping out billions in global market cap.&nbsp; Fear and local economic fatigue are driving the selloff.&nbsp; Trying to time the broader Chinese index right now feels a bit like catching a falling knife. But beneath this macro panic lies a profound, institutional secret:&nbsp; this brutal selloff has pushed world class AI infrastructure companies into deeply undervalued territory. The timing couldn't be more perfect.&nbsp; On 16 October 2026, the SGX has listed 3","listText":"🌟🌟🌟The global technology landscape is undergoing a monumental, generational shift.&nbsp; But let's address the elephant in the trading room first: the Chinese equity market has been a wild, nerve wrecking rollercoaster lately. The benchmark CSI 300 index has just slipped into bear market territory after a gruelling 10 week rout, wiping out billions in global market cap.&nbsp; Fear and local economic fatigue are driving the selloff.&nbsp; Trying to time the broader Chinese index right now feels a bit like catching a falling knife. But beneath this macro panic lies a profound, institutional secret:&nbsp; this brutal selloff has pushed world class AI infrastructure companies into deeply undervalued territory. The timing couldn't be more perfect.&nbsp; On 16 October 2026, the SGX has listed 3","text":"🌟🌟🌟The global technology landscape is undergoing a monumental, generational shift. But let's address the elephant in the trading room first: the Chinese equity market has been a wild, nerve wrecking rollercoaster lately. The benchmark CSI 300 index has just slipped into bear market territory after a gruelling 10 week rout, wiping out billions in global market cap. Fear and local economic fatigue are driving the selloff. Trying to time the broader Chinese index right now feels a bit like catching a falling knife. But beneath this macro panic lies a profound, institutional secret: this brutal selloff has pushed world class AI infrastructure companies into deeply undervalued territory. The timing couldn't be more perfect. On 16 October 2026, the SGX has listed 3","images":[{"img":"https://community-static.tradeup.com/news/fd872f119c43c0f1c76693e84da2c2eb","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/3a528d2f3dd7396b5e50315fa1ce7aa4","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d15c9fc553653d4373ff56e18086076b","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":83,"commentSize":79,"repostSize":319,"link":"https://ttm.financial/post/621410711781672","isVote":1,"tweetType":1,"viewCount":5719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000725","authorIdStr":"9000000000000725"},"content":"Optical moat is the part people are sleeping on here. HZJD gets mispriced like generic hardware when the module barrier is way stickier","text":"Optical moat is the part people are sleeping on here. HZJD gets mispriced like generic hardware when the module barrier is way stickier","html":"Optical moat is the part people are sleeping on here. HZJD gets mispriced like generic hardware when the module barrier is way stickier"},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 @Shyon @JC888 @Aqa @Barcode @DiAngel @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Shyon @JC888 @Aqa @Barcode @DiAngel @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Shyon @JC888 @Aqa @Barcode @DiAngel @Shernice軒嬣 2000"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":622543573610712,"gmtCreate":1793012803881,"gmtModify":1793012808190,"author":{"id":"4116569270341752","authorId":"4116569270341752","name":"dailyovr","avatar":"https://community-static.tradeup.com/news/47a67bced9e5923bb0854c483d1cf5d6","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116569270341752","authorIdStr":"4116569270341752"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/S63.SI\">$ST Engineering(S63.SI)$ </a>&nbsp; is on my watchlist at $10.05. My target price has been reached, but I'm still holding back from entering. At $10.05, the price could find support and rebound. But if the selling pressure continues, we could see it dip further towards **$9.80**. For now, I'm watching patiently. I want to see the price stabilise, turn upwards, and show clear signs of rising momentum before making my move. No rush to buy just because it has reached my target price. A target price gets my attention, but the price action helps me decide when to enter. **Patience first. Confirmation next. Entry only when the momentum supports it.**&nbsp;","listText":"<a href=\"https://ttm.financial/S/S63.SI\">$ST Engineering(S63.SI)$ </a>&nbsp; is on my watchlist at $10.05. My target price has been reached, but I'm still holding back from entering. At $10.05, the price could find support and rebound. But if the selling pressure continues, we could see it dip further towards **$9.80**. For now, I'm watching patiently. I want to see the price stabilise, turn upwards, and show clear signs of rising momentum before making my move. No rush to buy just because it has reached my target price. A target price gets my attention, but the price action helps me decide when to enter. **Patience first. Confirmation next. Entry only when the momentum supports it.**&nbsp;","text":"$ST Engineering(S63.SI)$ is on my watchlist at $10.05. My target price has been reached, but I'm still holding back from entering. At $10.05, the price could find support and rebound. But if the selling pressure continues, we could see it dip further towards **$9.80**. For now, I'm watching patiently. I want to see the price stabilise, turn upwards, and show clear signs of rising momentum before making my move. No rush to buy just because it has reached my target price. A target price gets my attention, but the price action helps me decide when to enter. **Patience first. Confirmation next. Entry only when the momentum supports it.**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/622543573610712","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099912197938530","authorId":"4099912197938530","name":"古月说","avatar":"https://community-static.tradeup.com/news/b77d52eb4d2d2d15d64630a2097a9c2d","crmLevel":12,"crmLevelSwitch":1,"idStr":"4099912197938530","authorIdStr":"4099912197938530"},"content":"I see. Great article for me thanks","text":"I see. Great article for me thanks","html":"I see. Great article for me thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621685928362784,"gmtCreate":1792800831589,"gmtModify":1793060400366,"author":{"id":"3555028347433171","authorId":"3555028347433171","name":"Obigoot","avatar":"https://community-static.tradeup.com/news/56acf9ae657bada2841aeb473a88997e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555028347433171","authorIdStr":"3555028347433171"},"themes":[],"title":"Bull or Bear Market now?","htmlText":"Your portfolio thinks it’s diversified. Your risk budget knows better.&nbsp; Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.","listText":"Your portfolio thinks it’s diversified. Your risk budget knows better.&nbsp; Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.","text":"Your portfolio thinks it’s diversified. Your risk budget knows better. Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":75,"commentSize":14,"repostSize":3,"link":"https://ttm.financial/post/621685928362784","isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571707632688553","authorId":"3571707632688553","name":"Sheepysheep","avatar":"https://static.tigerbbs.com/1623ff0c5b6491bfa542b37909c3c30a","crmLevel":11,"crmLevelSwitch":1,"idStr":"3571707632688553","authorIdStr":"3571707632688553"},"content":"This is a good analysis of the market, much knowledge gained from this insightful post","text":"This is a good analysis of the market, much knowledge gained from this insightful post","html":"This is a good analysis of the market, much knowledge gained from this insightful post"},{"author":{"id":"4255799242283172","authorId":"4255799242283172","name":"IMMORTALIS","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"4255799242283172","authorIdStr":"4255799242283172"},"content":"The hype in the AI sector is completely disconnected from real-world revenue. We have reached a phase where companies are pouring billions into infrastructure simply out of fear of missing out, ignoring basic unit economics. What makes this worse is the circular economy keeping the machine afloat: Nvidia invests heavily into leading model developers like OpenAI. OpenAI pays fortune-level sums for Microsoft cloud capacity. Microsoft uses that revenue to buy next-gen GPUs directly from Nvidia. Because each successive funding round assigns astronomical valuations to these entities, every player on that cap table reports massive unrealized book gains. It creates an optical illusion of unprecedented growth and profitability. Once the leverage dries up and these companies actually have to justify their capital expenditures with sustainable, paying end-users, reality will hit just as hard as it did in 2000.","text":"The hype in the AI sector is completely disconnected from real-world revenue. We have reached a phase where companies are pouring billions into infrastructure simply out of fear of missing out, ignoring basic unit economics. What makes this worse is the circular economy keeping the machine afloat: Nvidia invests heavily into leading model developers like OpenAI. OpenAI pays fortune-level sums for Microsoft cloud capacity. Microsoft uses that revenue to buy next-gen GPUs directly from Nvidia. Because each successive funding round assigns astronomical valuations to these entities, every player on that cap table reports massive unrealized book gains. It creates an optical illusion of unprecedented growth and profitability. Once the leverage dries up and these companies actually have to justify their capital expenditures with sustainable, paying end-users, reality will hit just as hard as it did in 2000.","html":"The hype in the AI sector is completely disconnected from real-world revenue. We have reached a phase where companies are pouring billions into infrastructure simply out of fear of missing out, ignoring basic unit economics. What makes this worse is the circular economy keeping the machine afloat: Nvidia invests heavily into leading model developers like OpenAI. OpenAI pays fortune-level sums for Microsoft cloud capacity. Microsoft uses that revenue to buy next-gen GPUs directly from Nvidia. Because each successive funding round assigns astronomical valuations to these entities, every player on that cap table reports massive unrealized book gains. It creates an optical illusion of unprecedented growth and profitability. Once the leverage dries up and these companies actually have to justify their capital expenditures with sustainable, paying end-users, reality will hit just as hard as it did in 2000."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621551910506496,"gmtCreate":1792768197720,"gmtModify":1792996262866,"author":{"id":"3568367118998895","authorId":"3568367118998895","name":"Vixenvixen","avatar":"https://community-static.tradeup.com/news/e8e52dc64c85ee5f829818b7e6e20eb9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568367118998895","authorIdStr":"3568367118998895"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their&nbsp;ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now.&nbsp; These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market.&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their&nbsp;ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now.&nbsp; These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market.&nbsp;","text":"$Alphabet(GOOG)$ Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now. These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":69,"commentSize":4,"repostSize":21,"link":"https://ttm.financial/post/621551910506496","isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274787036362","authorIdStr":"3479274787036362"},"content":"That MSFT analog misses one big thing: cloud margin quality. GOOG can scale, sure, but capex only works if Cloud profitability starts looking real.","text":"That MSFT analog misses one big thing: cloud margin quality. GOOG can scale, sure, but capex only works if Cloud profitability starts looking real.","html":"That MSFT analog misses one big thing: cloud margin quality. GOOG can scale, sure, but capex only works if Cloud profitability starts looking real."},{"author":{"id":"3582638414596332","authorId":"3582638414596332","name":"LeeSJ","avatar":"https://static.tigerbbs.com/478ef1619007ff0e4240160e0baa28f7","crmLevel":12,"crmLevelSwitch":0,"idStr":"3582638414596332","authorIdStr":"3582638414596332"},"content":"Either msft, meta, Google or amazon, all of them keep burning money for chips used to build their own data centers. Investors might not get alarmed for now but if all these money cant be converted into money making machine, they will start to question. And by then, their share price might not be as solid as now.","text":"Either msft, meta, Google or amazon, all of them keep burning money for chips used to build their own data centers. Investors might not get alarmed for now but if all these money cant be converted into money making machine, they will start to question. And by then, their share price might not be as solid as now.","html":"Either msft, meta, Google or amazon, all of them keep burning money for chips used to build their own data centers. Investors might not get alarmed for now but if all these money cant be converted into money making machine, they will start to question. And by then, their share price might not be as solid as now."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":620929940644232,"gmtCreate":1792622649106,"gmtModify":1792841400227,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Investing 101 SDR Series: Spotlight on 5 US SDRs","htmlText":"🌟🌟🌟Uncle Sam meets Singapore's Merlion!&nbsp; The unstoppable march of the SGX Singapore Depository Receipts (SDR) framework has just crossed its most exciting frontier yet.&nbsp; &nbsp;In July 2026, SGX launched an initial batch of 3 US linked SDRs (Grab, Sea Ltd and SpaceX).&nbsp; On 16 October, SGX recently added 5 new international/US listed ADR tracking counters.&nbsp; These include TSMC and SK Hynix. Imagine tracking some of the most high growth companies in the world during your morning coffee at a local kopitiam, trading them entirely in Singapore Dollars with zero foreign exchange transaction worry.&nbsp; Your Tiger Brokers Account has just gotten an elite American passport. But here is the real kicker: the barrier to entry has been absolutely obliterated.&nbsp; While the standard","listText":"🌟🌟🌟Uncle Sam meets Singapore's Merlion!&nbsp; The unstoppable march of the SGX Singapore Depository Receipts (SDR) framework has just crossed its most exciting frontier yet.&nbsp; &nbsp;In July 2026, SGX launched an initial batch of 3 US linked SDRs (Grab, Sea Ltd and SpaceX).&nbsp; On 16 October, SGX recently added 5 new international/US listed ADR tracking counters.&nbsp; These include TSMC and SK Hynix. Imagine tracking some of the most high growth companies in the world during your morning coffee at a local kopitiam, trading them entirely in Singapore Dollars with zero foreign exchange transaction worry.&nbsp; Your Tiger Brokers Account has just gotten an elite American passport. But here is the real kicker: the barrier to entry has been absolutely obliterated.&nbsp; While the standard","text":"🌟🌟🌟Uncle Sam meets Singapore's Merlion! The unstoppable march of the SGX Singapore Depository Receipts (SDR) framework has just crossed its most exciting frontier yet. In July 2026, SGX launched an initial batch of 3 US linked SDRs (Grab, Sea Ltd and SpaceX). On 16 October, SGX recently added 5 new international/US listed ADR tracking counters. These include TSMC and SK Hynix. Imagine tracking some of the most high growth companies in the world during your morning coffee at a local kopitiam, trading them entirely in Singapore Dollars with zero foreign exchange transaction worry. Your Tiger Brokers Account has just gotten an elite American passport. But here is the real kicker: the barrier to entry has been absolutely obliterated. While the standard","images":[{"img":"https://community-static.tradeup.com/news/3459b1b7eed56f8aa605dd598817e4fc","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/7f2cbf75d35adb108bfe46ef1822bdb4","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d7f2d1f08b92f843066cf718b87fe8c8","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":233,"commentSize":12,"repostSize":6,"link":"https://ttm.financial/post/620929940644232","isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000716","authorId":"9000000000000716","name":"AlvinBell","avatar":"https://static.tigerbbs.com/4ec8b377ac9ad32d941432c2e87c3f1b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000716","authorIdStr":"9000000000000716"},"content":"10-unit lots really do change the game for small sizing. I care more about how dividends, withholding tax and DRIP get handled on these SDRs over time","text":"10-unit lots really do change the game for small sizing. I care more about how dividends, withholding tax and DRIP get handled on these SDRs over time","html":"10-unit lots really do change the game for small sizing. I care more about how dividends, withholding tax and DRIP get handled on these SDRs over time"},{"author":{"id":"9000000000000582","authorId":"9000000000000582","name":"GabrielleSusan","avatar":"https://static.tigerbbs.com/765c9daae36bd47c3c2192e4245c8d47","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000582","authorIdStr":"9000000000000582"},"content":"10-lot access is nice, but liquidity matters more. If the spread stays wide or tracking drifts, the FX savings can disappear fast","text":"10-lot access is nice, but liquidity matters more. If the spread stays wide or tracking drifts, the FX savings can disappear fast","html":"10-lot access is nice, but liquidity matters more. If the spread stays wide or tracking drifts, the FX savings can disappear fast"}],"imageCount":3,"langContent":"EN","totalScore":0}]}