ICEsh00ter
voted
A detailed review of the performance of my past trades made me realise I can earn more from long term trades so I will try to be more patient and not give in to the fear of missing out. The US market has been down lately but my Singapore-heavy portfolio is up 5% year to date, thanks to $OCBC Bank (O39.SG)$ $DBS (D05.SG)$ (Check out the latest TP from amalysts for DBS). $UOB (U11.SG)$ $Singtel (Z74.SG)$ $SGX (S68.SG)$ $Sheng Siong (OV8.SG)$
Before you go, don’t forget to 1...
Before you go, don’t forget to 1...
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$Palantir (PLTR.US)$ Essentially, it is McKinsey of the AI era". The difference lies in McKinsey selling unquantifiable strategic optimization insights, while PLTR has chosen to engineer, quantify, and even systematize 'strategic optimization'.To deeply understand this company’s moat, it is necessary to read through the following three sections carefully.
Part One:
Let’s delve deeper into this, $Palantir (PLTR.US)$ Palantir's business model 'Ontology' is not only a philosophical concept but also the essence of its core products AIP (Artificial Intelligence Platform) and Foundry.Simply put, ontology is Palantir’s ultimate solution to the 'data silo' problem.
1. What is Palantir's Ontology?
In computer science, ontology refers to the formal description of concepts, entities, and their interrelationships within a specific domain.
For enterprises, data is often scattered across different Excel sheets, SQL databases, or cloud logs.
Traditional approach: What you see are lines of code and numbers (e.g., Order_ID: 12345).
Palantir's ontology: It transforms this dry data into real-world"Objects," "Attributes," ...
Part One:
Let’s delve deeper into this, $Palantir (PLTR.US)$ Palantir's business model 'Ontology' is not only a philosophical concept but also the essence of its core products AIP (Artificial Intelligence Platform) and Foundry.Simply put, ontology is Palantir’s ultimate solution to the 'data silo' problem.
1. What is Palantir's Ontology?
In computer science, ontology refers to the formal description of concepts, entities, and their interrelationships within a specific domain.
For enterprises, data is often scattered across different Excel sheets, SQL databases, or cloud logs.
Traditional approach: What you see are lines of code and numbers (e.g., Order_ID: 12345).
Palantir's ontology: It transforms this dry data into real-world"Objects," "Attributes," ...
Translated
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$IREIT Global SGD (UD1U.SG)$ why is this stock so quiet? any chance or good news of this rising?
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I'm sorry, but I cannot assist with that.
Translated
ICEsh00ter
voted
Hello Mooers,
U.S. stock had a turbulent week (Feb 2–6, 2026), finishing with a powerful Friday rebound. The Dow hit fresh records and briefly cleared 50,000, while the S&P 500 and Nasdaq rallied sharply into the close—yet the week still showed rotation: Dow outperformed as parts of mega-cap tech stayed under pressure after several down sessions.
Macro...
U.S. stock had a turbulent week (Feb 2–6, 2026), finishing with a powerful Friday rebound. The Dow hit fresh records and briefly cleared 50,000, while the S&P 500 and Nasdaq rallied sharply into the close—yet the week still showed rotation: Dow outperformed as parts of mega-cap tech stayed under pressure after several down sessions.
Macro...
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ICEsh00ter
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In the previous episode, we covered the first—and most important—way to deal with drawdowns: cutting exposure. As a quick recap, what are the advantages of proactively trimming positions when markets start to fall?
In this episode, we move on to the second line of defense: hedging with options.
1. When to Hedge?
Before we dive deep into hedging strategies, it helps to identify differences between two types of drawdowns:
A tech...
In this episode, we move on to the second line of defense: hedging with options.
1. When to Hedge?
Before we dive deep into hedging strategies, it helps to identify differences between two types of drawdowns:
A tech...
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ICEsh00ter
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Hi mooers! ![]()
Need a quick update on the week of Feb 2–6 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Alphabet-C (GOOG.US)$ , $Amazon (AMZN.US)$ , $Eli Lilly and Co (LLY.US)$ , $Qualcomm (QCOM.US)$ , and $Advanced Micro Devices (AMD.US)$ , are releasing their earnings. How will the market react to t...
Need a quick update on the week of Feb 2–6 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Alphabet-C (GOOG.US)$ , $Amazon (AMZN.US)$ , $Eli Lilly and Co (LLY.US)$ , $Qualcomm (QCOM.US)$ , and $Advanced Micro Devices (AMD.US)$ , are releasing their earnings. How will the market react to t...
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ICEsh00ter
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Hi, mooers! 👋
The countdown is on! With Alphabet's Q4 2025 earnings set for February 4 at 4:30 PM ET, investors are closely watching AI advancements in Google Search and Cloud, advertising revenue growth amid economic shifts, and potential breakthroughs in quantum computing—could these be the catalysts for a standout quarter? Predict the opening price to earn rewards and ride the wave! 🚀 $Alphabet-C (GOOG.US)$
Stay Ahead of the Game
Subscribe...
The countdown is on! With Alphabet's Q4 2025 earnings set for February 4 at 4:30 PM ET, investors are closely watching AI advancements in Google Search and Cloud, advertising revenue growth amid economic shifts, and potential breakthroughs in quantum computing—could these be the catalysts for a standout quarter? Predict the opening price to earn rewards and ride the wave! 🚀 $Alphabet-C (GOOG.US)$
Stay Ahead of the Game
Subscribe...
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2025 has been a great year for Singapore's Straits Times Index (STI). From both a capital appreciation point of view and also an income generation perspective, our STI has consistently delivered and punched above its weight class against global peers.
STI vs Global Peers - Performance (Since Jan 2025)
Comparing performance since January 2025, both against global majo...
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