To The Moon

$SoFi Technologies Inc.(SOFI)$ On August 28, 2025, at 10:48 PM +08, SoFi (SOFI) has pulled back from its recent high of $26.15 to $24.90, echoing past pullbacks at similar peaks. The market, with the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin steady at $123,456, remains in a “greed” phase, per a Fear & Greed Index hovering near 75. Tariffs (30-35% on Canada/EU/Mexico) and oil at $74.50/barrel add complexity, but which stocks are overstretched? Is it time to cash out or ride the wave? This deep dive explores overbought signals, portfolio risks, and trading moves to navigate this market. Market Mood: Greed or Just Bullish Buzz? The “greed” phase is palpable: Fear & Greed Insight: The index, tracking sentiment via volatility, p

$NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$ I’m fully convinced this is a pivotal stretch for $NVDA: the numbers remain exceptional, execution is still elite, and yet the tape is forcing a sober re-rating of expectations. I’m tactically positioned long and I’m treating this as a high-conviction, data-led navigation rather than a dopamine trade. 💡 Conviction snapshot I believe the $60B buyback approved on 26Aug25 materially changes downside elasticity. I’m confident Blackwell demand and an annual cadence keep the revenue engine compounding. I’m watching the China pathway as the narrative swing factor. I’m prepared for volatility as premium sellers har

Nvidia Bulls Pile Onto Options, Unfazed by Slowing Revenue Growth There's no shortage of  $NVIDIA(NVDA)$   bulls even as the stock of the dominant player in chips used to power artificial intelligence (AI) face downward pressure after revenue grew at a slowest pace in more than two years and uncertainty lingered on the fate of its shipments to China.  Shares slipped 0.9% to $180.03 at 1:47 p.m. in New York Thursday after the company reported data center revenue of $41.1 billion in its fiscal second quarter ended July 27. While that's up 51% from a year earlier, it's slightly below the $41.29 billion average analyst estimate.  Total revenue growth slowed to 56% to $46.74 billion. That’s the sm

The Great Market Rotation: Will the "Magnificent Seven" Be Dethroned? For years, the US stock market has been dominated by a powerful group known as the "Magnificent Seven". But a convergence of recent indicators suggests that this era of market leadership by a select few may be coming to an end. A major market rotation is underway, with capital shifting from these mega-cap companies to the other 493 stocks in the $S&P 500(.SPX)$   that have long been overlooked. This fundamental shift isn't by chance—it's driven by a variety of factors, including converging earnings growth, improving market breadth, and new macroeconomic catalysts. While the fundamentals of the "Magnificent Seven" remain solid, a healt

I am intrigued by the headline "SNOW +12%; CRWD Dips - SaaS for AI, Pick Company or $iShares Expanded Tech-Software Sector ETF(IGV)$  ?" and the details about Snowflake and CrowdStrike's recent financial performances.  I note that Snowflake $Snowflake(SNOW)$  reported earnings of 35 cents per share, adjusted, on revenue of $1.14 billion, surpassing the expected profit of 27 cents per share and $1.09 billion in revenue. This strong second-quarter performance, coupled with upbeat third-quarter guidance, impresses me. It seems Snowflake is demonstrating solid growth, which aligns with my interest in companies showing resilience in the market. On the other hand, I

Labubu 4.0 is quite a phenomenon—despite lower quality and a steep 79 RMB price, demand is still strong, with minis trading above 100 RMB. I actually like the idea of spelling out “LOVE” with the new alphabet Labubus for Chinese Valentine’s Day. It’s unique, collectible, and unlike most gifts, Labubus tend to hold their value, which makes them both fun & meaningful. Still, I think gifts can also be practical. Skincare or jewelry work well depending on budget, but I’d personally choose something with investment value, like stocks. A good stock pick not only shows thoughtfulness but can also appreciate over time, unlike most traditional gifts, which lose value quickly. Taylor Swift’s engagement is another reminder of how culture moves markets. $Sig

Alibaba revenue came in at RMB 247.652 billion, below the estimate of RMB 253.17 billion. I acknowledge that this miss is a concern, but I believe it reflects the company's strategic investments rather than a lack of growth potential. The free cash flow recorded a net outflow of RMB 18.815 billion, primarily due to increased spending on cloud infrastructure and investment in Taobao Flash Sales. These are areas I see as critical for long-term success, even if they impact short-term financials. Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise with the development of a new AI chip to fill the gap left by Nvidia in the Chinese market. I am impressed by this move, as it shows Alibaba's commitment to innovation and self-reliance in a challenging geopo

The latest data shows that hedge funds and large speculators are betting on calm continuing with unprecedented force—shorting VIX $Cboe Volatility Index(VIX)$  . However, in September, the VIX may fly as we may see September Effect hit again. I find this volatility potential exciting, as it could create opportunities for those ready to act. With the current shorting trend, I am bullish on the market's ability to rebound strongly once the shift occurs. Fed-Trump drama is also ongoing recently. I see this political noise as a temporary distraction rather than a fundamental threat. History shows markets often recover from such uncertainties, and I believe the upcoming September volatility could be a buying opportunity. My confidence in the m

For CoreWeave to break back above $100 is no biggie. what's more important is the recent dip, beside the disappointing earning reports, the market was also on a slight pull back, that has led the stock price to pull back to eighty over dollars, luckily the share price  did close above $90, this is an important physiological support, and hopefully will serve as important bounce point for future dips. 

[比心] Happy Birthday Singapore! Located at the junction of Grange Road and the Orchard Road shopping belt, Hilton Singapore Orchard (formerly the Mandarin Orchard Singapore Orchard) was one of the first large-scale hotels established in the Orchard Road area in the 1970s. As one of Orchard Road’s historical gems, Mandarin Gallery, which is located beneath Hilton Singapore Orchard, is proud to support 𝐀𝐫𝐭 𝐏𝐨𝐩𝐬: 𝐓𝐡𝐞𝐧, 𝐍𝐨𝐰, 𝐁𝐞𝐲𝐨𝐧𝐝 in celebration of our nation’s 60th year of independence. Held in collaboration with Singapore Gallery Month 2025, experience Singapore’s rich heritage through the works of local and international artists: Nicolas Damiens – French visual designer and photographer behind the City Pop series, capturing the striking interplay between modern and heritage architecture tha