To The Moon

“Alibaba’s Big AI Bet: Nvidia Rival or Just a Flash?” Alibaba just dropped a surprise that shook the market: a brand-new AI chip designed in-house, instantly sparking comparisons with Nvidia and lifting its stock +10% in a single session 🚀. For investors, this raises the big question: is Alibaba’s new silicon a true growth driver, or just a narrative shift to distract from food delivery wars and heavy spending on cloud infrastructure? --- 📊 Why the AI Chip Matters In the global race to dominate AI hardware, Alibaba’s move is bold. Nvidia still controls the cutting edge, but China’s demand for domestic AI solutions is rising under both geopolitical and regulatory pressures. A self-developed chip means Alibaba can: Reduce reliance on U.S. suppliers. Bolster its cloud division, already the ba

As the crypto bull market rages on during Trump’s term, with Bitcoin up 85% YTD to $115,000, the hype around crypto stocks has cooled, leading to divergent performance. Stocks like MicroStrategy ( $Strategy(MSTR)$ ) surged 150% YTD on Bitcoin holdings, while Coinbase ( $Coinbase Global, Inc.(COIN)$ ) gained 100% on exchange fees, but mining stocks like Marathon Digital ( $MARA Holdings(MARA)$ ) and Riot Platforms ( $Riot Platforms(RIOT)$ ) lagged with 80% and 65% gains amid energy costs. The upcoming BMNR lock-up expiration on September 2, 2025, releasing 45 million shares, could trigger a 10-15% drop, per recent SEC fil

Alibaba on Course to Join Nvidia, Tesla in Most Active Options as Shares Jump 14% $Alibaba(BABA)$   options volume soared Friday, setting it on course to join $NVIDIA(NVDA)$   and $Tesla Motors(TSLA)$   in the most active options after the Chinese e-commerce giant saw the revenue from its cloud intelligence business grow faster than expected. The company's Cloud Intelligence Group reported revenue rising 26% to 33.39 billion yuan ($4.66 billion) in the three months ended June 30. That exceeded analysts' expectations that averaged 31.85 billio

Alibaba Earnings Review | Cloud and International Business Soars as China E-Commerce Loses Ground $Alibaba(BABA)$   announced its Q1 2026 earnings on August 29th. Overall, the earnings report was mixed. Due to fierce competition in China, its Chinese e-commerce business recorded single-digit revenue growth, but EBITA fell by 21%. Its international business revenue slowed, but losses narrowed significantly. Meanwhile, its cloud business exceeded expectations, with revenue growth accelerating from 17.7% last quarter to 25.8%. Core Financial Indicators Revenue was RMB 247.65 billion (US$34.57 billion), marking a 2% increase year-over-year. Excluding revenue from the divested businesses of Sun Art and Intime, r

Tech Stocks Tumble, Chips and AI Lead the Slide What a wild ride on Wall Street this Friday!  The major indices—Dow, S&P 500, and Nasdaq—all took a hit, with chipmakers and AI stocks dragging the tech sector down. After the S&P 500 hit an all-time high yesterday, it seems investors decided to cash in some chips (pun intended) ahead of the long Labor Day weekend. With markets closed on Monday, we’re looking at a short four-day trading week ahead. Inflation Holds Steady, but Trade Deficit Stings The early kicked off with the July PCE inflation data, which came in line with expectations. A slight uptick in inflation was driven by rising service costs, portfolio management fees (thanks to the market’s hot streak), and even pricier sports and entertainment events. But here’s t

Hi. I bought and hold Sembcorp in Apr 2025 (avg abt $6.3). It was doing so well and moving towards $7.8 before the 1H2025 results. The share price gained was about 24%. I even bought more shares in late Jul thinking that Sembcorp should be doing very well in consideration of its oversea businesses, e.g. renewable in India, solar plant in Oman, etc. To my dismay, Sembcorp plunged so badly after the released of the 1H2025 results. It is only $6.07 as of 29Aug25. Market expectation of Sembcorp is really lofty even though it's net profit is abt $536mil and 9c interim dividend! Big lesson learnt from this bad experience is to set reasonable target to secure partial profits such as >20% gain even though there is intent to hold long term. Nevertheless Sembcorp is strong large co support by Tem

🟩 📈 **SGX Weekly Digest: Inflation Drops, Stocks React!** 🦖 Join Iggy as we dive into the latest market movements on the SGX! Packed with insights, this week's digest sheds light on Singapore's cooling inflation, Thompson Medical's Vietnam expansion troubles, SingPost's structural challenges, and the fierce competition in Asian hospitality. Whether you're looking to make smarter investment decisions or stay informed on financial analysis, this video has you covered. 💡 **Key Highlights:** - Singapore’s inflation drops to its lowest in four months, creating breathing room for local markets. - Thompson Medical’s big bet on Vietnam hits a massive snag—find out why execution matters more than strategy. - SingPost faces harsh realities in a digital-first world as analysts downgrade their stock.

The Indonesian government and Wilmar International are engaged in a lawsuit. Is this a case of the government exploiting foreign enterprises, or is it due to Wilmar International's non-standard operations? - The Indonesian government is not simply "exploiting foreign capital." Instead, it is exercising national sovereignty, responding to environmental and social pressures, and taking stronger regulatory measures against large enterprises, including Wilmar International, in the process of regulating the economy. - Wilmar International is also not "completely innocent." As a multinational giant, it may have compliance flaws, structural complexities, tax avoidance, or lobbying activities when facing complex policy environments, making it an easy target for regulation. - Essentially, this is a

JD Property Eyes $1B REIT in Singapore — A New Way to Play E-Commerce? 🏢📦 JD Property, the real estate and logistics arm of Chinese e-commerce giant JD.com $JD.com(JD)$  , is reportedly preparing a $1B REIT listing on the Singapore Exchange (SGX) in 2025. Backed by logistics parks and smart warehouses across China, this move isn’t just about raising capital — it could reshape how retail investors gain exposure to the fast-changing world of online retail and supply chains. The plan comes as e-commerce in Asia faces both explosive growth opportunities and intensifying competition. With JD.com locked in battles with Shopee, Lazada, and Temu, the real question is whether logistics infrastructure — rather than online storefronts — might be the

$Alibaba(BABA)$  is the king and pride of China for an obvious reason. Its diversification and innovation capability is far beyond its competitors. Onwards to greater returns! Hope the optimistism will spread to other China related stocks such as $Tiger Brokers(TIGR)$  $Futu Holdings Limited(FUTU)$  $Lion-OCBC Sec HSTECH S$(HST.SI)$  [Miser]  

I think we can expect to flash sale in Singapore. New players typically do that as a form of advertising and to quickly wrestle some form of market share. As a consumer, I am definitely looking forward to that. I definitely use more shopee as there are more vouchers to use and there seem to be more sellers on the platform to suit my needs. At times, I may use Lazada for big ticket items if they are cheaper but seems like shopee has caught up with that too and I use lesser of Lazada. Lazada is definitely less user friendly compared to shopee when it comes to browsing for items to buy. Personally, shopee works very well for me and delivery is generally fast unless it is being shipped from overseas. As a consumer, I go with whichever that has the item that I want at the cheapest price a

I prefer infrastructure exposure — mainly stablecoins and exchanges. Stablecoins have limited upside but offer steadier returns, while exchanges like $Coinbase Global, Inc.(COIN)$ & $Robinhood(HOOD)$ provide more sustainable plays as institutions drive trading. This gives me crypto exposure without too much risk. Miners and treasuries are high-risk side bets. Miners might gain from lower energy costs but remain tied to Bitcoin’s swings. Treasuries like $MicroStrategy(MSTR)$ carry big upside but act like leveraged crypto, so I’d only take small positions. Between Coinbase

$NVIDIA(NVDA)$ Lacking momentum to break past 185 for now... but that's alright. I'm holding on—still confident it has the potential to soar. 🚀 😂

🌟🌟🌟Stablecoins & Crypto Exchanges are the foundation stones of the entire crypto ecosystem.  Without them, the market will be a chaotic maze of volatility and friction. Stablecoins such as USDT & USDC are designed to maintain a steady value, typically pegged to fiat currencies like the US Dollar. Stablecoins enable fast, borderless payments without the wild swings of Bitcoin and Ethereum. In 2024, stablecoins processed USD 27.6 trillion in transactions, more than Visa & Mastercard combined. Crypto Exchanges like Coinbase, Binance are the gateways to Cryptocurrencies. Coinbase is the largest US crypto exchange.  It facilitates price discovery and market access.   Coinbase also provides custody & security for assets and act as liquidity hubs too.  Wi

$Alphabet(GOOG)$ a notable shift in its portfolio: a revolutionary space stock has surged to the top, reflecting Alphabet’s conviction in next-generation technologies and long-term growth sectors. At the same time, the complete exit from a once significant AI-driven business (previously 15% of the portfolio) highlights strategic capital reallocation. These moves suggest Alphabet’s sharper focus on disruptive innovation, reinforcing my confidence that GOOG remains a compelling investment for future growth.