🐳 WhalePool Traders Journal

Copper wires are quietly becoming an AI problem. Photonics is the fix, and a new ETF is betting on it [Premium]: https://finbiteinsights.substack.com/p/a-new-etf-to-bet-on-ai-photonics

Substack

A New ETF To Bet On AI Photonics Bottleneck

AI is hot and remains hot.

220 views12:56

🐳 WhalePool Traders Journal

SingPost was once the kind of stock every Singapore investor knew. You bought stamps, you sent letters, and somewhere in the background the stock quietly paid you a dividend.

That was 10 years ago. The stock is down 80% since then.
S$1.59 in June 2016. S$0.33 today. A decade of dividends cannot come close to offsetting that kind of capital destruction.

So what went wrong? And more importantly — can it ever recover?
https://drwealth.com/singpost-down-80-in-the-last-10-years-can-it-ever-recover/

Dr Wealth

SingPost Down 80% In The Last 10 Years. Can It Ever Recover? | Dr Wealth

It is painful to look at SingPost's (SGX:S08) 10-year chart. The stock has fallen from around S$1.59 in June 2016 to S$0.33 today. This approximately 80% drop is a massive destruction of shareholder value that dividends cannot offset. SingPost was once a…

❤1🔥1

171 views12:56

🐳 WhalePool Traders Journal

Three of China's hottest stocks. All down 30 to 50% from their peaks. All still growing revenues aggressively. So are they cheap now? Read more:
https://growthdragons.substack.com/p/xiaomi-pop-mart-laopu-gold-from-highflyers

Substack

Xiaomi, Pop Mart, Laopu Gold: From Highflyers to Down 30%+ in a Year. Cheap Now?

The stories of Laopu Gold, Pop Mart, and Xiaomi highlight one of the most important lessons in investing: stock prices and business performance do not always move in the same direction.

128 views12:57

🐳 WhalePool Traders Journal

The government is deploying S$6.5 billion into Singapore stocks. 5 new funds just launched to capture that wave.

But which one actually belongs in your portfolio?

If you already hold a lot of bank stocks or STI ETF, the answer isn't the one with the most DBS and OCBC. It's the one that adds what you don't already have.

Read more: https://drwealth.com/5-new-eqdp-singapore-equity-funds-how-different-are-they/

Dr Wealth

5 New EQDP Singapore Equity Funds – How Different Are They? | Dr Wealth

Singapore stocks have done well ever since the government decided to rejuvenate the stock market and rolled out a string of policies to support it. One of the most welcomed was the Equity Market Development Programme (EQDP), which aims to pump S$6.5 billion…

111 views12:57

🐳 WhalePool Traders Journal

In a single week the market got tested by three major events, namely Trump's Iran peace deal, Kevin Warsh's first meeting as the new Fed chair, and SpaceX's IPO, the biggest in history. Here's what each one means for the markets: https://finbiteinsights.substack.com/p/markets-cleared-the-iran-peace-deal

Substack

Markets Cleared the Iran Peace Deal, Warsh's First FOMC and the SpaceX IPO. Bullish?

A lot got crammed into one week.

191 views12:58

🐳 WhalePool Traders Journal

What happened in China this week:

1. MSCI China entered bear market territory, falling 20% from its October 2025 peak.

2. Meanwhile the AI-heavy STAR 50 and ChiNext indices kept surging, gaining more than 9% in this week alone.

3. That AI wins, others lose dynamic played out in dramatic fashion. Optical networking firm Innolight overtook Moutai in market cap for the first time.

4. In Hong Kong, Zhipu AI and Kingboard Laminates surged 85% and 29% respectively in a single week.

5. PCB direct imaging equipment maker CFMEE wants to ride the AI wave with a Hong Kong listing, looking to raise up to HK$3.2 billion.

6. Yum China is buying the Pizza Hut China brand outright for US$1.2 billion. No more royalty fees. Full control.

For more insights, read [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-ai-stocks-soar

Substack

Growth Dragons Weekly: AI Stocks Soar, MSCI China Drops 20% Into Bear Territory

What happend in China this week:

208 views12:58