To The Moon

White House Goes All-In: $9.5B Buys Equity, Who’s the Next 4x Moonshot?As of October 2025, the Trump White House has used “national security” and “critical industries” to take real cash stakes in five U.S.-listed giants—via discounted equity, zero-strike warrants and grant-for-share swaps.Trump turns stone to gold: US$400 million into rare-earth king $MP Materials Corp.(MP)$ → +240% peak.Government shout-out: $Lithium Americas Corp.(LAC)$ +95% overnight, +240% at top since the Sept 24 leak.$Trilogy Metals(TMQ)$ : US$36.5 m news → +211% intraday—“Trump leverage” on display.Intel rescue: 10% state stake lands, $Intel(INTC)$ li

Wall Street advanced on Thursday (Oct. 23) as investors mulled a mixed batch of corporate earnings and shifting geopolitical concerns. All three major U.S. stock indexes closed higher, with tech strength nudging the Nasdaq into the lead.Regarding the options market, a total volume of 57,833,935 contracts was traded on Thursday, call ratio accounted for 60%.Top 10 Option VolumesTop 10: $TSLA(TSLA)$; $NVDA(NVDA)$; $BYND(BYND)$; $INTC(INTC)$; $AMD(AMD)$; $AMZN(AMZN)$; $SMCI(SMCI)$;

I. October Performance: A Historic Bull RunIndex: Korean stocks soared; the KOSPI broke 3,900, up 62 % YTD. October alone +8.4 %, beating MSCI Asia-Pac (+11 %).Exports: October semiconductor exports hit a record $13.4 bn, +51 % YoY. Memory +63 %; HBM QoQ +20 %.Leaders: Samsung (005930.KS) +12.6 %, SK hynix (000660.KS) +18.3 %, both at all-time highs. Combined market cap > ₩600 trn, 34 % of KOSPI—highest since 2000.Flows: Foreigners net-buyers for 10 straight days, $2.6 bn—longest streak since 2021. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ took $380 m in October, assets doubled.II. Valuation: Still Reasonable After Earnings RevisionsMetricCurrent2018 PeakHistorical AvgCommentKOSPI Semi 2025E P/E12.0×17.5×14×1σ below mean; mid-re-ra

Big-Tech’s PerformanceMacro Headlines This Week:The week's macroeconomic narrative was dominated by two prominent headwinds. First, the government shutdown has led to data blackouts and heightened risks around policy implementation. Second, external risks—particularly those tied to US-China trade tensions—have re-entered the market's line of sight. Declining employment confidence signals potential further softening in consumer spending. Overall, the path to a "soft landing" for the economy feels increasingly fragile, leaving policymakers and markets alike in a holding pattern, awaiting the next data release or policy move.The Fed finds itself caught in a tug-of-war between its "eagerness for monetary easing" and the "harsh reality of shaky data." While markets are pricing in more rate cuts

$Baidu(BIDU)$ - 3Q25 Preview: Short-Term Search Pressure, Long-Term AI Re-Rating Potential;Maintain BUY and Increasing PT to $135We are(Tiger Research) maintaining BUY rating and increasing PT to $135 (from $100) as we believe Baidu (BIDU) stands to benefit from accelerating AI adoption in China and its leadership in global robotaxi operations.That said, we are trimming our near-term revenue and profit forecasts, as monetization from AI-enhanced search results is taking longer than expected to materialize. Specifically, we now expect BIDU’s Search + Feed revenue to decline 20% and 17% y/y in 3Q and 4Q, respectively. Given search remains BIDU’s key profit driver, we also lower our 3Q/4Q Baidu Core non-GAAP EBIT estimates by 46% and 38%.On a more po

Overview – Broad Gains Led by U.S. Tech Strength Global equities ended mostly higher on Wednesday as upbeat U.S. corporate earnings lifted sentiment across markets. Investors regained risk appetite following solid results from major technology companies, signaling resilience in corporate profits despite persistent global uncertainties. U.S. – Tech Rally Fuels Wall Street Recovery U.S. stocks advanced as strong tech earnings encouraged buying momentum. The Dow Jones Industrial Average $DJIA(.DJI)$  climbed 144.20 points to 46,734.61 (+0.3%), while the S&P 500 $S&P 500(.SPX)$  gained 39.04 points to 6,738.44 (+0.6%). The Nasdaq

OUE REIT is pleased to announce that revenue and net property income (“NPI”) for 3Q 2025 increased by 1.2% and 2.0% YoY respectively on a like-for-like basis, underpinned by the resilient performance of the Singapore-centric portfolio. [你懂的] 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞-𝐟𝐨𝐜𝐮𝐬𝐞𝐝 𝐚𝐧𝐝 𝐰𝐞𝐥𝐥-𝐛𝐚𝐥𝐚𝐧𝐜𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐬 𝐬𝐭𝐚𝐛𝐥𝐞 𝐫𝐞𝐭𝐮𝐫𝐧𝐬: Singapore office portfolio continues to record a positive rental reversion of 9.3% in 3Q 2025. Hospitality segment performance remained stable. NPI marginally declined by 0.4% YoY with the shift of the F1 Singapore Grand Prix from September to October in 2025. Mandarin Gallery’s committed occupancy remained high at 97.4% and achieved a positive rental reversion of 5.6% in 3Q 2025. [你懂的] 𝐏𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐬𝐡𝐞𝐞𝐭 𝐨𝐩𝐭𝐢𝐦𝐢𝐬𝐚𝐭𝐢𝐨𝐧 𝐬𝐮𝐩𝐩𝐨𝐫𝐭𝐞𝐝 𝐛𝐲 𝐝𝐞𝐜𝐥𝐢𝐧𝐢𝐧𝐠 𝐒𝐎𝐑𝐀: Achieved a 19.7% YoY reduction