To The Moon

Singapore stands at the crossroads of global capital and Asian growth, and 2026 is shaping up to be a year when regional awareness and strategic diversification could pay off. The global recovery has matured, interest rates are stabilizing, and new technologies are driving quiet revolutions across industries. For Singapore investors, here’s what’s worth watching this year. 1. The Rise of “AI Adoption” Plays Artificial Intelligence remains the story of the decade—but the best opportunities in 2026 may lie beyond Silicon Valley. Singapore-based logistics, finance, and healthcare firms are ramping up AI integration to lift efficiency and margins. Watch for regional leaders in automation, predictive analytics, and customer personalization. Example: Local listed companies leveraging AI to stren

Warren Buffett's final portfolio tweak as Berkshire Hathaway CEO packs a punch, with the firm's $274 billion equity stash showing calculated shifts that have investors buzzing about value plays trumping growth hype. 😎 This Q4 2025 13F filing reveals a classic Buffett concentration – top 10 holdings still dominate 88% of assets – but beneath the surface, meaningful moves signal caution on tech valuations amid inflation lingering at 2.8% and Fed pauses delaying cuts to July. Apple got trimmed for the third straight quarter by 4.32% (10.29 million shares sold), cutting exposure to the $951 billion stake while still keeping it as the crown jewel at 22.6% of the portfolio. Amazon took a brutal hit, slashed over 77% as Berkshire unloaded most of its position, hinting at worries over capex bloat

$Netflix(NFLX)$ $Paramount Global(PARAP)$ Paramount Skydance just cranked up the drama in Hollywood's hottest takeover saga, lifting its offer to $31 per share for Warner Bros. Discovery (WBD) and reopening a 7-day negotiation window that's got investors on the edge of their seats. This bold move trumps WBD's existing $27.75 per share binding deal with Netflix, set for a March 20 shareholder vote, and Paramount's even dangling to cover Netflix's whopping $2.8 billion breakup fee – hinting this $31 isn't the final salvo in a bidding war that could redefine streaming empires. At the open, PSKY surged 8% to $35, WBD climbed 3% to $12.50, while NFLX slid 1% toward $75, eyeing $70 as the next technical floor

The US electricity demand chart tells a explosive story – after a decade of flatlining in the 2010s, power loads are surging again thanks to tech titans building massive data centers and AI infrastructures that guzzle energy like never before. 😤 This revival isn't a blip; it's the dawn of a $5 trillion demand wave as AI models, chip fabs, robots, EVs, and self-driving fleets all scream for more juice to function. None of these innovations run without electricity, and the bottleneck's tightening fast – supply chains strain under 20% yearly jumps in consumption from hyperscalers like Meta and Google alone. Emerging markets amp the frenzy, with Asia's data hubs pulling 10% more power on 5G rolls, boosting STI to 5,000 on tech inflows while Latin America's EV boom adds 8% demand spikes. But as

$NVIDIA(NVDA)$ Nvidia's Q4 FY2026 earnings drop on February 25, with Wall Street locked on consensus revenue of $65.58 billion (up 67% YoY) and EPS of $1.52 (up 71% YoY) – but the real fireworks could explode from Jensen Huang's GTC tease of "never-before-seen" chips, hinting at Rubin derivatives or an early Feynman peek for inference dominance. 😎 This report's no routine check-in; it's a litmus test for AI's sustainability as capex surges 28% to $22 billion quarterly, fueling data center rev to $131.4 billion YTD but sparking fears of overinvestment without ROI proof. With shares near $140 after volatility, a beat could rocket to $200 highs on $215 billion FY2026 rev est, but marginal slowdowns might cap at $130 if customers balk at $3T+ hypersca

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit

$Home Depot(HD)$ is scheduled to report its fiscal fourth-quarter 2025 results on Tuesday, February 24, 2026, before the market opens. The general sentiment heading into this report is cautious. While Home Depot has successfully integrated major acquisitions like GMS Inc. and SRS, the core business faces a "frozen" housing market and a lack of storm-related demand that typically drives emergency repairs. Earnings Estimates & Context Home Depot’s (HD) fiscal Q3 2025 earnings, reported in November 2024, provided a sobering look at a "stalling" retail environment. While the headline revenue figure looked healthy, the underlying data revealed a company leaning heavily on acquisitions to mask a soft core business. Q3 2025 Financial Summary The "Accou

$Lucid Group Inc(LCID)$ is indeed entering a "make-or-break" phase. While the Saudi Public Investment Fund (PIF) provides a unparalleled safety net, the company’s transition from a niche luxury sedan maker to a scaled SUV producer is fraught with execution risk. Based on current 2026 data, here is an analysis of the upcoming Q4 2025 earnings and strategic positioning. Fiscal Q4 2025 Earnings Analysis Lucid is scheduled to report its Q4 2025 results on February 24, 2026. Key Metrics to Watch Gravity SUV Reservation/Delivery Ramp: Following its late 2025 launch, investors will look for specific delivery numbers. The Gravity is Lucid's "volume" play; any sign of soft demand or production bottlenecks will be punished by the market. Burn Rate vs. Liqui

The Shipping sectors rose an average of 1.64%, primarily driven by rising freight rates, ongoing Red Sea rerouting effects, resilient dry bulk and specialized shipping demand, and positive market momentum from geopolitical tensions and trade flows. U.S. stocks advanced on Friday and Treasury yields rose as investors absorbed a ruling by the U.S. Supreme Court striking down President Donald Trump’s tariffs, while also parsing a weak GDP report and higher-than-expected inflation data. All three major U.S. stock indexes moved higher immediately following the Supreme Court’s decision. All three indexes posted gains on the week. The best-performing concept is Shipping. Considering the different perceptions of the stock, this time TigerPicks chose

Trump's jaw-dropping comments yesterday at the White House governors breakfast – admitting he's considering limited military strikes on Iran to force a nuclear deal – have sent shockwaves through global markets, reigniting precious metals as ultimate geopolitical hedges. 😤 With tensions escalating in the Middle East, gold surged to $5,000 per ounce on February 21, 2026, marking a 2% rebound from recent dips, while silver climbed 3% to $68 amid supply crunches widening deficits to 220 million ounces. This Iran standoff adds nitro to already boiling risks from tariffs crimp 5% on allies and Fed pauses delaying cuts to July – but how will metals react to this crisis, is every pullback a screaming buy, or will consolidation drag on as macro cycles cool? Emerging markets feel the heat, with Asi

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit

Figma just crushed Q4 expectations with a blistering 40% revenue growth to $303.8 million, powering shares up nearly 16% premarket to $120 levels and capping a resilient rally amid broader SaaS weakness. 😤 This design powerhouse's adjusted EPS hit $0.08 against $0.06 consensus, with free cash flow surging 55% to $150 million on AI efficiencies that slashed operational drags. Guidance stole the show: Q1 revenue eyed at $315-317 million (up 35% YoY), and FY2026 rev blasting to $1.37 billion – 10% above estimates – as partnerships with Anthropic and OpenAI turbocharge platform integrations. Figma Make's weekly active users exploded 70% quarter-over-quarter, proving AI tools like auto-layout and prototyping enhancers are enhancing core workflows without cannibalizing. But as SaaS peers like Ad