To The Moon

$MET.HK 20250929 120.00 PUT$ The intense competition is definitely hurting Meituan but in my view, this large fall may be a good buying opportunity if China transits into a consumption based economy 

I find the Nvidia $NVIDIA Corp(NVDA)$   earnings report to be quite positive overall. The fact that it is described as a "beat but not breathtaking" result doesn't diminish its strength. Data centers continue to be the core driver, and even though year-over-year growth has slowed to 56% from 73% in the previous quarter, this is still a solid performance in my view. Looking ahead to Q3, I am encouraged by Nvidia's revenue guidance of $52.9 billion to $55.1 billion, with the midpoint exceeding consensus expectations. The gross margin guidance of 73% to 74% also aligns well with forecasts, which suggests stability and consistency. To me, these figures indicate that the company remains on a healthy trajectory.

1.Bonus Chart 1 — The Monetary FactorI told you I have the receipts, here’s the global monetary policy map vs global stocks — we’ve seen a big wave of easing globally and the majority of central banks around the world are in rate cut mode.Normally that’s the kind of thing you see at the bottom of the market cycle, so when you see this type of thing happening when a bull market is already underway and there’s no slip into recession that’s a recipe for upside and acceleration.2.Bonus Chart 2 — ValuationsMeanwhile on the valuation front, there’s room to run.Now to be clear, we’re no longer as cheap as it was at the cheapest point, but we’re still looking at valuations across Developed, Emerging, and Frontier markets at historically low levels — and all at a major discount vs USA.Maybe we don’

Fundsmith Equity: Here are their 5yr and 10yr share price returns and linearity ⬇️⬇️⬇️Arguably they shouldn't have sold Apple and McDonalds, and shouldn't still be holding Nike and Coloplast. Otherwise a fairly high quality fund.* Previous holdings are in yellow. $Apple(AAPL)$ $McDonald's(MCD)$ $InterContinental Hotels Group PLC(IHG)$ $Amazon.com(AMZN)$ $eBay(EBAY)$ $Johnson & Johnson(JNJ)$ $Pepsi(PEP)$ $Adobe(ADBE)$

NVIDIA: The AI Titan’s Post-Earnings Dip – A Golden Gateway to Explosive Growth NVIDIA (NVDA) finds itself in the spotlight following its Q2 FY2026 earnings report, labeled a “beat but not breathtaking” performance. With data center growth slowing to 56% year-over-year from 73% in the prior quarter and a post-earnings stock dip, some investors are questioning the trajectory. Yet, this pullback is far from a setback—it’s a strategic opportunity to invest in a company that remains the unrivaled leader in the AI revolution. With Q3 revenue guidance of $52.9 billion to $55.1 billion (midpoint above consensus) and a robust $60 billion buyback, NVIDIA is poised for a powerful rebound and long-term dominance. Here’s why this dip is a bullish signal for massive upside. The Dip: A Misread Moment, N

Options Market Statistics: Nvidia Slips Over 3% Post-Market on Weak Q3 Outlook $NVIDIA(NVDA)$   dominated options trading with a volume of 3.12 million contracts and a put-call ratio of 0.73, as shares rose 1.2% intraday to $181.45 amid pre-earnings optimism, though post-market dipped 3.13% to $175.91 on Q3 guidance of $54 billion falling short of whisper numbers despite Q2 FY2026 beats: revenue of $46.74 billion (up 56% YoY, with $46.23 billion est.) and adjusted EPS of $1.05 ($1.01 est.). The IV rank of 27.35% underscores heightened expectations for volatility around Blackwell platform updates and U.S.-China trade restrictions, with open interest at 19.12 million indicating substantial positioning in the

📉 Meituan’s 90% Profit Plunge! Can Alibaba Survive the Food Delivery War? Meituan just shocked the market with a staggering 90% year-on-year profit collapse in Q2. The stock slid sharply, and investors are scrambling to figure out whether this is a one-off stumble or a structural warning for China’s platform economy. At the heart of the drama? China’s food delivery war. Aggressive subsidies, slowing consumer spending, and rising competition are squeezing margins for even the biggest names. With Alibaba’s Ele.me directly in the line of fire, this isn’t just Meituan’s problem — it’s a test of whether anyone can make money in China’s hyper-competitive online-to-offline (O2O) market. --- ⚔️ The Food Delivery Battlefield Food delivery is one of the most visible consumer-facing industries in Chi

$S&P 500(.SPX)$ remains set up for a burst higher, but needs to get the momentum going ASAP.As long as price remains above 6415, it has a high probability target of 6510 with upside to 6550-6565+.Below 6415 would invalidate the immediate bullish set up with a Daily close below 6393 sending a sell signal. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2509(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2509(NQmain)$ $Dow Jones(.DJI)$

🌏 Google’s AI Summit in Singapore: Hidden Catalyst or Empty Hype? All eyes are on Singapore this August 28 as Google Cloud hosts its AI Asia Summit, with support from the Economic Development Board (EDB). For tech watchers, it’s another glossy AI showcase. But for investors? It could be a turning point for $Alphabet(GOOGL)$  , the weakest link in the Magnificent 7 this year — up just +9.3% YTD while NVIDIA, Meta, and Microsoft race ahead 🚀. The real question: Is this summit Google’s chance to reclaim the AI spotlight — or will it reinforce the view that it’s falling behind? --- 📊 Why This Event Feels Different Unlike a Silicon Valley product demo, this isn’t just hype on stage. Singapore is positioning itself as Asia’s AI hub, pulling i

📉 SoFi Pulls Back: Greed, Growth, or Just Growing Pains? SoFi Technologies ($SoFi Technologies Inc.(SOFI)$  ) has been one of 2025’s hottest trades. The fintech stock doubled since April, sprinting to $26 highs, only to stumble back into the low-$20s. That sharp reversal raises the question retail investors love (and fear): was this just healthy profit-taking, or the first crack in an overbought, greed-driven rally? --- 🚀 The Rally That Fed on FOMO SoFi’s run wasn’t just about fundamentals — it became a momentum machine. Investors piled in as fintech hype collided with optimism around rate cuts and consumer resilience. +80% YTD at one point — far outpacing broader indices. Options activity spiked — a classic sig

Hey SG Tigers!🐯Another week has gone by, and we are happy to see many amazing tradings from you!🎉🎉🎉Here we present the top 5 most active/promising Cash Boost Account (CBA) traders for the week of August 18th-August 22th!🎉🎉We'd like to congratulate @Wheezer , @Jimmaan , @boonboonie , @AllanHSC , @Xiaogrey , @njj01 , @p.Chu , @JoshT ,

Many Tiger users have already picked up the basics of options and are eager to start practicing. But when they open the options trading page—which looks very different from stocks—they hesitate. 😕 📘 Don’t worry! After checking out these three screenshots from The Options Handbook, you’ll be able to read an options interface with ease— ▶ First Screen: The Options Chain 📝 From the detail page of a stock, ETF, or index, tap the Options Tab to see the list-style options chain. You can also tap the icon in the top-right to switch to T-quote mode, which displays calls and puts side by side. Use whichever format feels more intuitive to you. ▶ Second Screen: The Contract Details Page 📝 By default, you're

$CSOP Hang Seng TECH Index Daily (-2x) Inverse Product(07552)$ Perfect timing with the South Double Inverse Hang Seng Tech! Platform stocks pulled back and foreign capital retreated, so the inverse play worked out nicely~ but with policy support signals showing up, locking in profits first feels safest.

$Advanced Micro Devices(AMD)$ moved up with the sector these past two days, booked some small gains. Nvidia’s strong earnings boosted sentiment across semis, and AMD clearly benefited from the spillover effect. Still keeping an eye on the pace ahead.

$Apple(AAPL)$ ’s been holding up strong lately, and the pre-event hype is building. Locked in some small gains for now, but I’m still bullish on the mid-to-long term. With product expectations running high, I’m ready to ride the trend further.

$MARA Holdings(MARA)$ has been riding Bitcoin’s rebound pretty well. With miner sentiment improving, managed to lock in some decent gains. Timing matters—going with the trend feels safer.