To The Moon

$Novo-Nordisk A/S(NVO)$ People rotate out of healthcare, I rotate in. 😆 I believe healthcare are oversold, bought some as my portfolio is currently at all time high. Salary need to spend somewhere. 

$Amazon.com(AMZN)$ getting a small nibble at Amzn at pushdown prices. doesnt matter if it drops more also

$Alibaba(BABA)$ Sold some of my BABA to buy UNH. Hope i dun regret this decision in time to come [Smile]  

$META 20251017 750.0 CALL$  

$Boston Beer(SAM)$ Shares of Boston Beer Company (NYSE: SAM) popped higher following the company’s second-quarter earnings results, which surpassed Wall Street expectations and featured a notable full-year guidance raise. The maker of Samuel Adams, Twisted Tea, Truly Hard Seltzer, and other beverage brands surprised the market with resilient demand, operational discipline, and margin improvement. After a challenging few years characterized by volatile consumer behavior and missteps in the hard seltzer segment, Boston Beer is demonstrating that its turnaround may finally be gaining traction. Investors who stuck with the stock during its roller-coaster ride since 2021 are now seeing renewed signs of optimism. The company’s Q2 results provide clear ev

Full Speed Ahead! Can NVIDIA and AMD Keep Running Till AMD Earnings? If you’ve been watching the semiconductor space this year, it’s almost impossible not to feel a mix of awe and disbelief at how far and fast the leaders have run. NVIDIA and AMD—the twin engines of the AI chip revolution—are once again front and centre as the market’s darlings. Both stocks have been in relentless uptrends, powered by an unstoppable wave of artificial intelligence hype, explosive revenue growth, and the world’s biggest tech firms shoveling money into data centers. With AMD set to report earnings on August 5, and Bank of America bumping its AMD price target to $200 on surging AI shipment potential, the stakes have rarely felt higher. The million-dollar question: Can NVIDIA and AMD keep running at full speed

$SIA(C6L.SI)$ Singapore Airlines (SIA) is facing a real test of investor confidence after tumbling for three straight days. The headline numbers are jarring: a 59% plunge in net income, dragged down by Air India-related losses and shrinking interest income, despite revenue ticking up thanks to record travel demand and resilient cargo volumes. It’s a classic example of how even industry leaders can get blindsided by one-off losses and cost pressures—reminding everyone that the airline business is never as simple as “more passengers = more profit.” How do you view the profit decline? The sharp drop is concerning, but not catastrophic. SIA’s core operations still look solid, with top-line revenue up and travel demand holding firm. The Air India los

Earnings season can be brutal, especially when the market is running on high expectations and quick to punish any sign of weakness. ARM and Qualcomm both illustrate how a “beat” is no longer enough if the forward narrative doesn’t excite or if key segments show cracks. ARM’s shares slipped after earnings, with the culprit being disappointing smartphone royalties—a reminder that even as the company pushes into AI and data centre chips, its bread-and-butter smartphone licensing business remains under pressure. The street wanted clear signs of accelerating growth in high-margin segments, but lingering weakness in global handset demand cast a shadow. For ARM, the takeaway is simple: investors want more than incremental improvement; they want evidence that new growth engines are firing on all c

The battle between Microsoft’s Azure and Meta’s ad business is quickly becoming one of the defining rivalries in tech—and this earnings season just poured gasoline on the fire. Microsoft’s 8% overnight jump was fueled by better-than-expected Azure growth, proving its cloud empire still has plenty of steam. Meanwhile, Meta’s blowout 11% surge came from topping sales projections and delivering a robust forecast, showing its ad machine is far from running out of gas, even as it doubles down on AI investment. Both companies set fresh all-time highs, and their results highlight the new tech “PK” (player kill) battleground: AI-powered cloud versus AI-fueled ads. Microsoft’s edge is its infrastructure—the more the world builds with AI, the more Azure and its data centre ecosystem become indispens

💰 Stocks to Watch Today (31 July) 1. News & Market Movers: • Microsoft (MSFT) & Meta (META): Both hit all-time highs after crushing earnings. Strong AI commentary and robust cloud/ad growth make them top watches—will momentum continue, or do we see some profit-taking? • AMD (AMD): Reporting after the bell. With Bank of America’s recent $200 price target upgrade and AI shipment optimism, expect fireworks. Guidance and new customer wins will be key. • Nvidia (NVDA): Riding capex waves from Alphabet and tech giants—watch for sympathy moves if AMD’s results impress. • Singapore Banks (DBS, OCBC): DBS at all-time highs, OCBC reporting this week. Margin pressure and NIM trends in focus; any surprises could trigger sector moves. • China Tech/HSI: Heng Seng Index holding above 25,000, Chin

$SoFi Technologies Inc.(SOFI)$   Yes! I'm buying the dip and in high conviction. SoFI formed a topping tail candle on 29th July after reaching $25.11 on good earnings release only to close at $22.40 and then lower to $21.87 on Wed 30th July. This move was attributed to SoFI's announcement of $1.5 billion public offering of new shares (71.9 million new shares) at $20.85 a share to shore up its finances. Market booed over the move so that explained the drop due to dilution effects of enlarged share base. I'm trading on bullish setups as the new shares of $20.85 sort of setting up a bottom of how low the stock would go before stabilising as no one will subscribe to the new shares offering if the market trades below

$Figma(FIG)$ Figma’s IPO hype is hitting fever pitch—with over 30x oversubscription, the demand is starting to echo some of the wildest debuts we’ve seen in recent years. Raising its price range to $30–32 per share (from $25–28) and targeting a nearly $18.8 billion valuation, Figma has firmly entered the rarefied air that CRCL (Circles) and other recent tech darlings have occupied at their public market debuts. This level of oversubscription doesn’t just signal excitement—it practically guarantees a first-day pop, as institutional and retail investors scramble for a piece of the limited float. When you see a company able to move its price range higher before trading even begins, it’s a classic sign of “hot IPO” territory, not unlike the wild rides

"July Sees 4-Month Winning Streak: Will August Crash Repeats?". I note that Nasdaq has seen four-month consecutive gains, with Nasdaq $NASDAQ(.IXIC)$   and S&P 500 $S&P 500(.SPX)$  rising 3.73% and 2.55% respectively this month. While this growth is impressive, it makes me cautious given the extended rally. Historically, August has not been a month with significant declines, though it tends to be more volatile and often ends higher. I recall that last August, the market experienced a sharp drop but still closed up 2%. This historical context leads me to believe that a pullback is possible, and I am prepared to wait patie

The post titled "Figma Over 30x Oversubscription: Is the Next CRCL Here?" captures my interest with the tremendous investor enthusiasm surrounding Figma's initial public offering. I am impressed that this round of subscriptions has exceeded 30 times, indicating strong demand. The decision to raise the price range from 25 to 28 dollars per share to 30 to 32 dollars per share, pushing the fully diluted valuation to nearly 18.8 billion dollars, suggests to me that the market sees significant potential in the company. I find the scale of the IPO intriguing, with Figma $Figma(FIG)$  and existing shareholders planning to issue approximately 37 million shares to raise around 1.2 billion dollars. This move reflects confidence in the company's future g

Circle’s sharp 7% slide after Compass Point Research’s downgrade is a classic example of what happens when a stock gets too hot, too fast—especially in the frothy world of fintech and crypto. The “party” has been raging for Circle and many of its peers as crypto sentiment rebounded, trading volumes surged, and expectations for new products or partnerships reached fever pitch. But now, with a “Sell” rating and fresh concerns about the impact of lower interest rates, the mood has soured fast. Is a pullback to $180 or even lower on the cards? Absolutely—it wouldn’t be the first time a red-hot fintech name gave back some gains after an extended rally. Do I agree with Compass Point’s downgrade? Their reasoning has merit: a Fed rate cut is a double-edged sword for companies like Circle. On one h

S-REITs hitting fresh 52-week highs in 2025 is proof that yield still matters, even in a world obsessed with AI stocks and big tech breakouts. The SGD 400 million in net retail inflows is telling—Singaporeans love their dividends, and the stability of S-REITs has become a kind of financial comfort food in an uncertain world. But while retail investors are buying in droves, institutions have quietly taken the other side of the trade, offloading over SGD 500 million in the first half of the year. This sharp divergence begs the question: are we looking at true dividend kings or just value traps in disguise? Which REITs have room to grow? Not all S-REITs are created equal. Data centre and logistics-focused names like Keppel DC REIT, Mapletree Logistics Trust, and Ascendas REIT stand out with s

The second half of the year is shaping up to be a true test of investor discipline—and, honestly, nerve. After a spectacular first half, with major indices at record highs and everyone suddenly an AI expert, it’s tempting to just stick with the winners and hope for a repeat. But experience (and a bit of market cynicism) tells me that H2 is rarely a carbon copy of H1. There’s more noise, more rotation, and usually at least one big surprise lurking. My outlook? Cautiously optimistic—but with a clear tilt towards risk management. It’s hard to ignore the momentum in tech, chips, and AI, but after such a big run, I’m trimming back my largest winners and rotating a bit into sectors and regions that have lagged (think value, international, or select commodities). I’m also keeping a chunk of my po