To The Moon

Recently, the geopolitical situation in the Middle East has intensified rapidly, with renewed conflict between Israel and Iran sparking concerns over potential disruptions to Middle Eastern crude oil supply. As a result, international oil prices have experienced sharp volatility and significant gains. For example, on the New York Mercantile Exchange (NYMEX), the price of the August WTI crude oil contract surged to as high as $75.50 per barrel, currently hovering around $73. A market that was previously characterized by oversupply has now witnessed a short-term boost due to fears of supply constraints.However, whether the oil market can sustain its rebound—and how high this recovery might reach—ultimately depends on the progression of the Israeli-Iranian conflict. If hostilities further esc

Introduction As of June 20, 2025, Super Micro Computer Inc. (SMCI) is showing promising signs of an imminent breakout, with its stock price closing at $44.47, up 1.36% on a high-volume day of 40.65 million shares. This surge, following a period of consolidation, suggests that SMCI is poised for a significant upward trajectory. Known for its innovative approach to high-performance computing and data center solutions, SMCI is well-positioned to capitalize on the growing demand for AI infrastructure and cloud computing. Here’s why this stock could be on the verge of taking off. Strong Fundamentals and Market Momentum The recent performance of SMCI reflects robust market confidence. With a daily high of $45.67 and a trading volume nearly 22 times its average of 1.81 billion shares, the stock i

The Federal Reserve held interest rates steady at 4.25%-4.5% in its June 2025 meeting, maintaining this level for the fourth consecutive meeting since December 2024. Despite persistent inflation and lowered growth projections, the Fed signaled two potential rate cuts later this year through its "dot plot" forecast, though officials remain divided with seven members opposing any 2025 cuts. This decision occurs amid economic uncertainty fueled by tariff policies and stagflationary pressures, with GDP growth now projected at 1.4% and inflation at 3% for 2024. How US Interest Rates Affect Singapore REITs Singapore REITs (S-REITs) face significant challenges from US rate policies due to their heavy reliance on debt financing and competition for investor capital. Higher US rates trigger a dual i

Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi