Stocks Insights

Navigating 2026 Markets: Part 2 - Malaysia Market

My honest take on Malaysia’s market outlook and portfolio plans for 2026.

Jan 6 • Thomas Chua

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Navigating 2026 Markets: Part 1 - Global Markets

2025 is over. Here’s how I’m thinking about 2026 global markets — rate cuts, volatility, and what 2025 taught me as an investor.

Jan 5 • Thomas Chua

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Dividend Portfolio Review for 4Q 2025

A candid look into my dividend portfolio — income growth, mistakes made, and lessons learned.

Jan 2 • Thomas Chua

December 2025

Reviewing My 2025 Market Predictions

A year later, I reviewed my 2025 market calls. Some aged well, many didn’t. Here’s the honest scorecard.

Dec 23, 2025 • Thomas Chua

Illumina's 3Q25 Earnings Update

Illumina’s 3Q25 beat reveals big shifts ahead. Here’s what investors need to know before 2026.

Dec 8, 2025 • Thomas Chua

November 2025

Using Probabilities to Manage Portfolio?

A systematic way to manage portfolio: use probabilities, EV, and dynamic sizing to boost conviction and cut noise.

Nov 24, 2025 • Thomas Chua

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October 2025

Dividend Portfolio Review for 3Q 2025

Welcome to my quarterly detailed dividend portfolio review.

Oct 13, 2025 • Thomas Chua

August 2025

Illumina's 2Q25 Earnings Update

Results show flattish revenue from consumables and instruments amid funding cuts but non-GAAP diluted EPS grew — learn more.

Aug 11, 2025 • Thomas Chua

July 2025

Dividend Portfolio Review for 2Q 2025

Welcome to my detailed dividend portfolio review for second quarter of 2025.

Jul 7, 2025 • Thomas Chua

June 2025

AI Applications Overview

Discover how Generative, Predictive, and Physical AI transform industries and drive new investment opportunities — click to learn more!

Jun 15, 2025 • Thomas Chua

AI Data Infrastructure Overview

Discover how robust data infrastructure, cloud computing, and cybersecurity drive AI innovation and shape tomorrow's tech landscape.

Jun 1, 2025 • Thomas Chua

May 2025

Illumina's 1Q25 Earnings Update

Results show flattish revenue from consumables and instruments as well as lower cash flow amid geopolitical risk and funding challenges — learn more.

May 22, 2025 • Thomas Chua