To The Moon

Meituan’s $MEITUAN-W(03690)$ sharp drop shows how quickly Alibaba $Alibaba(09988)$ is reshaping instant retail. Taobao Flash Sale already hit 80M daily orders — matching Meituan’s historical average — proving how fast Alibaba can scale when it commits. For Meituan, this means heavy profit pressure as it fights a stronger rival with deeper pockets and wider synergies. Still, I like the “underdog” angle. Companies under pressure often innovate the fastest, and Wang Xing’s remark about being the underdog highlights that potential. With the market pricing in fear, contrarians could see an opportunity if Meituan finds new ways to defend its ground. That said, Alibaba’s scale and AI push make it the safe

A-Shares Rebound ⚡ Moutai vs Cambricon — Who Really Leads China’s Market? Chinese equities finally showed signs of life this week. The ChiNext Index climbed back above 2,900, while both Shanghai and Shenzhen closed higher. But beneath the relief rally is a bigger narrative: the battle between old economy champions like Kweichow Moutai (600519.SH) and new economy hopefuls like Cambricon (688256.SH). This is not just a numbers game — it’s a question of where the soul of China’s equity market lies: in the steady strength of traditional brands, or in the moonshot dreams of AI and tech. --- 🍶 Moutai: The Liquor King That Refuses to Fade Moutai is more than a stock. It’s a cultural institution, a “safe haven” within A-shares. Even with valuations looking rich, the brand still commands: Pricing p

🌟🌟🌟Meituan vs Alibaba : Dumplings, Chips & a Comeback Twist. 2025's instant commerce war is no quiet noodle fight.  Meituan, the scooter slinging local champ, stunned with a 63% profit jump in Q1 but Q2 brought margin erosion, ballooning logistics costs & a 12% stock drop.  Overseas bets (Keeta in Saudi Arabia & Brazil) adds spice but also cash burn. Then came Alibaba's plot twist : a stellar Q2, 12% stock surge & a surprise AI Chip launch.  Taobao Instant Commerce hit 80 million daily orders, backed by RMB 50 billion in subsidies. Alibaba now looks like it is rewriting the play book. So who wins? Meituan is the quiet compounding bao.  Alibaba is the phoenix with silicon wings.  Analysts are torn, regulators are watching and investors are recalibra

Nvidia isn’t far from the $5 trillion milestone. It needs just another 14% gain, which could happen within the year. The first trillion is the hardest, the next one gets easier. The technological moat is very wide, even if it may not be permanent. There’s no doubt Nvidia will milk it big time in the near future. Its net profit margin is a staggering 52%. Nvidia reported earnings on Wednesday and the stock initially dropped 3% in after-hours trading, at one point does such as 5%. Some investors were probably just taking profits. The results weren’t bad, though some may complain that revenue growth has decelerated. But growing at over 56% YoY is still very fast for the world’s largest company. None of the other Magnificent 7 are growing at this pace—not even half of it. Nvidia beat both reve

Meituan’s sharp drop really reflects its underdog status as it pits itself against giants like Alibaba. I won’t bet on this underdog as in China, it is often hard to re-capture the market once more when giants have gotten to it. Financially, Alibaba has more resources to pump into this price war should it drag on and Meituan might not win. For China/ HK markers where the stock price is volatile, I prefer to bet on winners. Nvidia is really not in the same league as Meituan. Nvidia has established itself as the market leader with many fighting for its chips. Even with the rise of Alibaba, Nvidia still has a massive market and demand outside of China and has no lack of business. This is unlike Meituan which has yet to establish its international presence that it can comfortably step away f

$Canada Goose(GOOS)$ 🧥 Canada Goose +15%: Buyout Bids Take Flight — Bargain or Bubble? 🚀 Canada Goose (GOOS) isn’t just making parkas — it’s making headlines. The stock soared +15% in a single day after reports of $1.4B buyout offers from heavyweight investors Boyu Capital and Advent International. Suddenly, a brand that was drifting through weak consumer demand is back in the spotlight. But the big question for investors: is this rally the start of a bidding war… or just a short-lived pop? --- 📊 The News That Sparked the Rally Buyout talks: Boyu and Advent are circling with offers valuing GOOS at ~$1.4B. Stock reaction: Shares ripped higher, snapping a losing streak. Context: Before this, GOOS was languishing near multi-year lows due to soft US

I prefer exchanges as I think that is the most balanced in terms of risk and potential upswing compared to the rest. I can manage it like a stock which is familiar to me and I expect it to be less volatile. Crypto treasuries are great if the market is bullish but I do expect the crash to be a heavy one if market does badly and the downside can be too much for me to stomach. I don’t think Robinhood would outgrow Coinbase especially when demand seems to be fizzling off and also the looming risk of a potential recession though that seems to have reduced. I expect great volatility when BMNR’s shares are released and I would prefer to lock in any profits. 2nd September or the next 2 days might present with good buying opportunities. I think crypto investment can be hard. It might be easie

$Intel(INTC)$  Intel at $25: Trump Stake Drama — Ceiling or Opportunity? ⚡ Intel ($INTC) just dropped a bombshell in its latest filing: the company warned that a potential 10% equity stake from the Trump administration could spark “negative reactions” from investors, employees, and other stakeholders. On paper, the idea of U.S. government backing sounds like a stabilising force in the great semiconductor war. But in practice? Markets hate uncertainty, and Intel’s stock is now hovering near $25, caught between relief and risk. So — is this the “Trump bottom” that anchors Intel’s turnaround? Or a political overhang that caps the upside? Let’s unpack both sides of the story. --- 🚀 The Case for Optimism 1. Political Tail

Beyond a fair understanding of the blockchain tech, I never actually understood how crypto worked. I did invest a small bit and also made some money but I have to confess that it was due to sheer luck and also patience. So, I find the crypto market a maze. Having mare that disclaimer, I feel buying into crypto or even crypto shares at the present levels and value (which I am not sure of) is very risky.  That it is extremely speculative is all I see. Of course,  there is a lot of money to be made if one is smart. I would be comfortable only when Bitcoin goes well below SGD 100000. Till such time, I am OK to wait in the sidelines. The only position I might take would only be for amounts <$5000 in MSTR & MSTU and that too sourced from the gains I make else

$Frasers Cpt Tr(J69U.SI)$ lets go to Jupiter

When investing in crypto stocks, focus on 3 key drivers: 1️⃣ Crypto price trend – BTC and ETH set the tone; sustained strength above $110K and $4.5K is bullish for sector names. 2️⃣ Company-specific risks – e.g. BMNR’s 9/2 lock-up expiry could trigger short-term volatility as insiders unlock shares. 3️⃣ Regulation & flows – stablecoin legislation and ETF inflows/outflows heavily influence liquidity-sensitive names like COIN and CRCL. Short-term corrections are normal, but the long-term bull case depends on adoption, on-chain activity, and capital flows. Play volatility tactically, respect support levels. I’m not a financial advisor. Trade wisely, Comrades!

$Microsoft(MSFT)$  Found support at $500 after selling off from all time highs of $555.23. Microsoft’s Intelligent Cloud division, including Azure, saw a ~33% year-over-year increase, with others citing 39% growth in Azure specifically, driven by AI workloads. Microsoft committed roughly $80 billion in 2025 toward data centers and infrastructure to support AI—signaling strong conviction in long-term growth. A substantial majority of analysts rate MSFT as “Buy” or “Strong Buy,” reflecting broad investor confidence.  Trading at roughly 29× P/E (based on current EPS), Microsoft’s premium is supported by strong growth visibility, low cyclicality, and defensive qualities.  Is current price worth dollar cost aver

$Grab Holdings(GRAB)$ did u all buy the dip? Congrats if u did.

$Exxon Mobil(XOM)$ this is exclusive of dividends~~

$DBS(D05.SI)$ just being lucky 🙏❤️