To The Moon

🐶📊 Midday Market Update — 26 October 2026 Options Puppy’s Market Takeaway 🥇 1. Gold rebounds Gold rebounded after falling below US$3,980. Buyers may be stepping in at lower levels, but I want to see whether the recovery can continue. My view: Watch whether gold holds its rebound instead of chasing the price. 🛢️ 2. Oil retreats Oil prices retreated today. Lower oil prices may ease inflationary pressures, but the impact depends on supply, demand and the wider economic outlook. My view: Monitor oil prices, inflation expectations and interest-rate developments before making a trading decision. 🏦 3. Singapore banks: DBS and OCBC DBS and OCBC experienced intraday declines before rebounding. * DBS: Fell towards S$73.80 before recovering. * OCBC: Dropped towards S$28.80 before rebounding. * OCBC p

$Circle Internet Corp.(CRCL)$   Circle closed at $85.91, but the headline number hides something interesting. CRCL has spent most of October absorbing repeated selling without losing the $80 area. It fell from nearly $100. It briefly flushed to $75.27. It recovered. And now it is compressing around $85-$87 with RSI almost perfectly neutral. That does not look like a stock investors have abandoned. It looks like a stock waiting for its next catalyst. And there are only seven trading sessions before Circle reports Q3 earnings on Nov 4. My base case? CRCL tests $90-$92 next week, then makes an attempt at $95-$100 immediately before earnings. But there are two very different forces that will decide whether that happens. WEEK 1: OCT 26-30 The macr

"Buffett Trade" is experiencing a massive resurgence as the market undergoes a structural shift: pure AI beta is rapidly giving way to a strict focus on free cash flow (FCF) and balance sheet stability. In this article we seek to addresses the structural shift from speculative AI beta toward capital discipline, free cash flow (FCF), and balance sheet strength—the modern "Buffett Trade" synthesis. We are also looking at the macro strategic side on the paradigm shift from unfunded AI beta to balance sheet stability and cash-flow synthesis. 1. The Anatomy of the AI "Cash Crunch" Over the past 24 months, public markets operated under a simple regime: any announcement of accelerated graphics processing unit (GPU) procurement or datacenter expansion yielded immediate valuation expansion. However

🌟🌟🌟When the SGX launched Singapore Depository Receipts (SDRs), Thailand made financial history by becoming the very first market available through the framework.  This landmark cross border link dissolved the traditional barriers to international investing.  Suddenly, Singapore retail investors could trade Thailand's elite corporate powerhouses directly in Singapore Dollars, without the friction of foreign currency conversions, offshore account minimums or complex custody fees. To understand why these SDRs are so powerful, you have to look beyond the stock exchange to the macro economy fueling them.   Thailand has quietly transformed into the ultimate economic "middle ground" within ASEAN.  Moving rapidly past traditional agriculture and old world manufacturing, th

$Tesla Motors(TSLA)$ has begun producing “production-quality” Optimus humanoid robots at its Fremont, California factory. This milestone arrives alongside a sharp -43% decline in its Q3 2026 profit, underscoring the cost of its pivot toward AI, autonomy, and robotics. Optimus Enters Production TSLA said the robots coming off the Fremont line are its first production-quality Optimus units, marking a shift from earlier pilot builds and small test batches. The company said its current manufacturing process is “suitable for a commercial product,” although it has not disclosed production volumes, delivery dates, external-customer timelines, or pricing. The production site is symbolically significant: Fremont has been TSLA’s flagship US vehicle-assembly

Week ahead: 26 October 2026 — Central banks, the Fed and Amazon’s AI spending Economic Calendar (26Oct2026) Five major central banks announce rates this week, alongside the UK Budget. The Fed decides before key US inflation reports. Europe has ended summer time; the US changes on 1 November. For Asian readers, US events arrive one hour earlier than usual. 1. Fed decision — Wednesday 28 October, 2:00 pm ET (Chair Warsh’s press conference: 2:30 pm). Rates are 3.75–4.00%, following September’s first increase in three years. A hold is expected: 94 of 100 Reuters-polled economists predict no change; CME futures suggest a 10% chance of an increase. No updated rate forecasts (“dot plot”) are due. Watch the response to September’s 3.7% consumer inflation and signals of a December increase, as Pimc

The AI boom is generating extraordinary profits, but investors are beginning to ask a difficult question: how much money will the industry ultimately make from the billions being poured into data centres? The latest earnings projections highlight both the opportunity and the risk. Nvidia and Micron are expected to contribute a substantial share of S&P 500 earnings growth, with Micron’s quarterly profit reportedly surging 1,078% year over year and analysts forecasting approximately 90% earnings growth for Nvidia. Yet the market’s reaction to AI spending plans suggests that strong earnings alone may no longer be enough. Investors also want evidence that today’s infrastructure investments will generate sustainable returns. Here are three developments worth watching. 1. The rest of the mar