To The Moon

$Intel(INTC)$   ​​The question of whether a presidential administration can "save" a company like Intel is complex. While government policy can significantly influence a company's success, a company's fate ultimately rests on its own financial performance, technological innovation, and competitive strategy. ​❌️CHALLENGES FACING INTEL❌️ ​Intel is facing significant headwinds that a presidential administration cannot fully solve: ​Competitive Pressure Intel is engaged in a fierce battle with rivals, particularly NVIDIA in the high-growth AI chip market and AMD in the traditional CPU market. While Intel is making strides with its new processors and foundry services, it is still playing catch-up in key areas. Its market share in CPUs has bee

$Palantir Technologies Inc.(PLTR)$   I personally do not like PLTR and feel that the run is way overdone. Call me your grapes if you want but that's just my opinion,  so do your own due diligence. Heard enough of the "but PLTR has more room to run, TA suggest otherwise" narrative.  Oh please.  If all stocks follow textbook TA, we'll all be crazy rich. Like it or not, Market Sentiments will screw your portfolios up big time; against your will and against all your textbook TAs, Fibs, ikomuchi clouds and crazy lines. Always do your own due diligence and don't follow the crowd. If it's time to take profits, please do so.  Profits isn't profits till its taken off the table. ​ BACKGROUND Citron Res

Nothing new isn't it. I've foreseen such and forewarned. It's only a matter of time.  But for those new to the topic, let's revisit what a lockup expiration is. ​WHAT IS A LOCKUP EXPIRATION? When a company goes public through an IPO, insiders (executives, early investors, etc.) are typically restricted from selling their shares for a period of time, known as the lock-up period. The expiration of this period allows these insiders to sell their shares for the first time, which can create significant selling pressure on the stock.   COREWEAVE'S SITUATION: ​CoreWeave is an AI-specific cloud computing company. Its stock, which had rallied significantly since its IPO, was subject to a lock-up period.  ​The lock-up expiration occurred shortly after the company reported its sec

$BABA-W(09988)$ when the great China AI take flight again

$UnitedHealth(UNH)$   🌟✨️ The golden star UNH ✨️🌟  PERFORMANCE AND CONTEXT 1. ​Stock Volatility UNH stock has been experiencing significant volatility. It was down more than 40% year-to-date at one point, trading near multi-year lows.   2. ​Challenges The company has faced several challenges, including a federal investigation into its Medicare billing practices, a change in leadership, and higher-than-expected medical costs, particularly in its Medicare Advantage business. These factors have contributed to investor uncertainty and a decline in the stock price.   3. ​Q2 2025 Earnings UnitedHealth Group's Q2 2025 results showed revenue growth, but net income and earnings per share (EPS) wer

$UnitedHealth(UNH)$  $Eli Lilly(LLY)$  $Novo-Nordisk A/S(NVO)$  $Hims & Hers Health Inc.(HIMS)$   The valuation and performance of healthcare stocks relative to the broader market are at some of the lowest levels in decades. This is a critical distinction for investors.  ​Here's a breakdown of what the data shows: ​😬 Relative Underperformance is a Key Factor For the past several years, the healthcare sector has significantly underperformed the broader market, particularly t

​Not sure. So I googled for the following: ❤️Popmart (9992.HK)❤️ ​Popmart is set to release its first-half financial report on August 19, 2025. The company has already provided a positive profit warning, and analysts are highly optimistic about the results. The key theme is the company's successful globalization strategy. ​Revenue Analysts expect significant year-over-year revenue growth. Bloomberg forecasts revenue of 13.76 billion yuan for the first half of 2025, which would represent a 201.9% year-on-year increase. ​Profit The company has already stated that it expects profit to grow by no less than 350% year-on-year. Adjusted net profit is anticipated to exceed 4.6 billion yuan, which would be more than the company's full-year profit for 2024. ​Key Growth Drivers ​1. Overseas Expansion

🚨 Citron Shorts Palantir: Retail Darling or Overpriced Trap? Palantir is back in the spotlight — this time not for an AI contract win, but because Citron Research has just declared it “far beyond overvalued.” Andrew Left, the man who went toe-to-toe with retail traders during the GameStop short squeeze, is shorting $PLTR and says the stock would need to fall into the $40–$50 range to be “truly cheap.” That’s a call for a 70%+ drop from current levels. Bold? Definitely. Convincing? That’s up for debate. --- The Citron Argument 📉 Citron’s thesis is straightforward: Valuation: Palantir $Palantir Technologies Inc.(PLTR)$   is priced like a high-growth software star but delivers margins and growth closer to a mature tech firm. Hype-drive

$SMCI 20250912 50.0 CALL$ SMCI: collect $357 (2.35%) premium from these covered call with strike at $50. Contract expires in 4 weeks on 12th Sept.  Stock closed at $45.73, up 1.73% for the week after falling 21.26% the week before. Price action is still weak, but still trade above its 100 and 200 days MA. Consolidating the past week without a clear direction. Will likely sell similar covered call trades at lower strike to maintain premium collection while awaiting which way SMCI will break out of. Had held SMCI all the way from its $17.25 low last Nov so think still can stomach the most recent drop for now. Will still look to reduce position at better price simple for portfolio rebalancing purpose. 

🪙REITs Forum (26 Aug 2025,📍SGX Auditorium)The REITs Investment Forum 2025 will explore Singapore and global REIT market outlooks, featuring expert insights on stability, income, and growth. Designed for investors and advisors, it covers domestic resilience and international opportunities. 🪙Keppel DC REIT (YTD: +5.96% | 5D: +0.00%)Proposed sale of NetCo Bonds (S$88.7m) and Preference Shares (S$1m) originally subscribed in 2021. These provided annual payments and board representation; the sale marks a rebalancing move. $Keppel DC Reit(AJBU.SI)$ 🪙CapitaLand Ascendas REIT (YTD: +4.67% | 5D: -1.1%)Announced S$350.1m investment in first UK logistics developments across Manton Wood and Towcester. Also completed 9 Tai Seng Drive acquisition and issued

There’s a common image of the investor: suited, serious, armed with spreadsheets, charts, and a fancy finance degree. But scratch the surface, and we’ll find that some of the most fascinating investment stories come from people who didn’t follow that path at all. For stock investing, the basics are almost simple: open a trading app, click “buy” or “sell,” and watch the market move. Charts? Sure, they help but some of the sharpest market moves have been made by instinct, curiosity, or a hunch that defied logic. Luck sneaks in too, often wearing a tuxedo and calling itself “timing.” What’s intriguing is how people from completely unrelated industries can rise to investment mastery. Engineers, artists, and entrepreneurs may spot patterns or opportunities others overlook, not by memorizing for

The stock market is rarely quiet for long. History shows us a series of rising waves and sudden dips—bulls charging forward, bears quietly waiting in the shadows. Understanding these cycles can give a surprising sense of perspective, even if predicting the future remains impossible. Consider the S&P 500 over the past few decades. The late 1990s tech boom created one of the most celebrated bull markets in modern history, only to end abruptly in the dot-com crash of 2000. Investors who assumed the upward trend would last forever were caught off guard, reminding everyone that even the most exuberant rallies can pause or reverse without warning. Fast forward to 2009, after the global financial crisis. The market had cratered, yet what followed was an extraordinary bull run lasting more tha

$S&P 500(.SPX)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ I’m stepping into this week with a sharp focus on positioning because sentiment, dealer exposures, and macro catalysts are colliding. The risk isn’t the Fed speech alone; it’s the market’s complacency heading into it. 📈 Market sentiment: greed but fragile The CNN Fear & Greed Index sits at 64 as of 15Aug, firmly in “Greed.” That’s up from 59 last week and 32 one year ago, though it has eased off July’s 73. History shows levels like this often coincide with narrowing breadth and crowded longs. Since 01Aug, the S&P 500 has surged +211 points (+3.4%) into fresh all-time highs near 6,500. Over 30 years,

$Frasers Cpt Tr(J69U.SI)$ buy on reit to earn rental

🌟🌟🌟Picture yourself strolling through a vibrant bazaar of stocks, each stall promising its own brand of treasure.   One corner gleams with cutting edge gadgets and smart devices, the other overflows with colourful blind boxes just begging to be unwrapped.  You pause, purse in hand,  ready to decide which stall deserves your investment coin. Xiaomi's Corner   $Xiaomi Corp.(XIACY)$  $XIAOMI-W(01810)$  At Xiaomi's booth, the latest smartphones, smart bulbs and iOT gadgets form a neat display - steady, dependable and value driven.  But the real headline is its fledging Electric Vehicle arm.  After launching the SU7 sedan in Mar

$IFAST(AIY.SI)$  first double bagger on tiger with ifast . Price go up due to good financial results . Price will follow thru with good fundamentals coupled with a good story for the future . The question now is how high will it go if it hits its 100m Aum target . For now I will hold for the long term and predict a 20-30 dollar price without any splits . Am excited for the company as it has very little debt .