To The Moon

$SoFi Technologies Inc.(SOFI)$ SoFi go go go to the moon!!!

Legacy automakers like Ford and GM know how to mass manufacture cars — but not how to solve self-driving. Tech companies like Google (which owns Waymo) will likely figure out self-driving — but they don’t know how to mass manufacture cars. Tesla is the only company in the western world that is capable of doing both: mass manufacture cars and solve self-driving. Because of their vertical integration, Tesla can design a fully optimized, scalable robotaxi — and do it at a lower cost than anyone else. Waymo has to source cars from a third party (their 6th-gen hardware is on Zeekr vehicles). Ford and GM will likely have to license self-driving tech from another company.

Forget the endless hype around moonshot "story stocks" that promise the world but often deliver headaches. Right now, the real money is flowing back to those reliable cash-paying giants – the ones built on bricks, mortar, and steady dividends. We're talking about a massive sector shake-up where tech's cooling off, and traditional heavyweights like retail behemoths and industrial titans are stealing the spotlight. This isn't just a blip; it's a full-blown rotation driven by sky-high tech valuations getting a reality check from Fed policy tweaks and economic shifts. Investors are ditching overpriced growth plays for undervalued gems that spit out consistent cash flows, proving that boring can be brilliantly profitable. Take Walmart as a prime example. This retail juggernaut has been on a tea

UNH Q3 Earnings Preview: Will the Medical Cost Dilemma See Relief? Estimated Q3 2025 revenue: $113.07 billion, a 12.15% year-over-year increase; Estimated EPS: $2.459, a 62.23% year-over-year decrease. Key trends in the health insurance industry this year: Medical Cost Inflation and Utilization Rebound: Significant increase in medical utilization among seniors and the general population, driving up medical costs. Particularly sharp increases in outpatient, orthopedic surgery, and outpatient infusion expenditures. Additionally, the emergence of new high-cost therapies (cell and gene therapies) has put short to medium-term pressure on insurance payouts. Medicare Advantage Policy Adjustments: The U.S. federal government implemented several policy changes to Medicare Advantage plans, significa

🧠 Beyond “Dream Stocks”: Inside the Rise of Neoclouds, CoreWeave, and Nebius The recent market correction has stripped the shine off many once-glamorous names. Share prices have tumbled, especially for so-called “dream stocks” — companies rich in narrative but light on near-term fundamentals, their success hinging entirely on future execution. In this climate, investors naturally wonder: are some of these names being unfairly punished? In my view, Neoclouds — the new generation of AI-focused cloud providers — are not just dream stocks. Their ascent is grounded in something very real: the explosive, sustained demand for AI computing power. These firms hold genuine technical moats and scarce physical assets — namely, top-tier NVIDIA GPUs. More importantly, leading players such as CoreWeave a

🧩 The Empire and the Rebellion: Why Nvidia’s Moat Is Deeper Than Ever Lately, the buzz around AMD $Advanced Micro Devices(AMD)$   has been impossible to ignore. Its stock is climbing, headlines are piling up, and alliances are forming. First came UALink, then ESUN — tech giants banding together to build “open highways” for AI accelerators, sidestepping Nvidia’s proprietary ones. Naturally, a question began circulating: Is Nvidia’s $NVIDIA(NVDA)$  moat in the AI era starting to crack? If you think so, you’re missing the point. In truth, all these alliances don’t signal weakness — they signal dominance. The very reason everyone else is joining forces is because Nvidia’s advantage has

I think quantum computing could be the next ‘trump sector’. Trump is first and foremost a businessman. He will not make money losing business. He definitely has understood it well and think it is crucial to the US to have a stake in it for future economic returns and national security. Next to AI, this could well be the next engine to enhance performance of technology by leaps and bounds. He would want to enter in early to secure a good price before the sector matures and everyone has a stake in it. By having a huge stake in it, he could make it the governement’s workhorse without having to set up from scratch. As a conservative investor, I rarely bet early when profits are not in yet. I prefer to buy when there are some signs of turning profit or signs of increase profit making potentia

Here's What Microsoft's Chart Says Heading Into Earnings $Microsoft(MSFT)$   , which will release earnings next week, is beating the S&P 500 year to date -- up 24.4% vs. about 15.7% for the $S&P 500(.SPX)$  . MSFT has also gained roughly 112% over the past three years, while the S&P 500 has added just 78.9%. What does the company's chart show us ahead of earnings? Let's check things out: Microsoft's Fundamental Analysis Earnings season is about to heat up. With $Netflix (NFLX.US)$ and $Tesla (TSLA.US)$ having reported results this week, the rest of the Mag-7/FAANGs – Microsoft, $Apple (AAPL.US)$, $Amazon (AMZN.US)$, $

1️⃣ Can AMD challenge Nvidia’s data centre dominance? AMD’s partnership with Supermicro is strategically significant — it expands AMD’s footprint in hyperscale and enterprise AI infrastructure. While Nvidia still dominates with CUDA, H100/H200 chips, and an entrenched software ecosystem, AMD’s MI300 series is gaining real traction. If Supermicro’s integration scales successfully, AMD could capture 10–15% of incremental market share in AI servers by 2026. That’s not enough to dethrone Nvidia, but it meaningfully diversifies the market and solidifies AMD’s position as the credible No. 2 in AI compute. 2️⃣ Is AMD’s AI momentum just starting or priced in? The momentum is likely just entering its second phase. Early 2024 pricing reflected optimism, but 2025 marks the beginning of commercial-sca

You’ve raised some very pertinent questions — and given the current backdrop, there is a plausible case for what you call the comeback of “old-giant” stocks (i.e., the more traditional, value and cyclical names) — though with important caveats. Below I’ll address each of your three questions in turn. --- 1. Temporary rally or the start of a broader shift? Evidence favouring a broader shift Several market-analyses show that the 2025 environment is seeing capital rotate away from big tech/growth and towards value/cyclical/“old economy” sectors. For example, one article notes the dominance of tech is fading, and sectors with tangible earnings and real-economy exposure are gaining.  The reasons cited include: higher interest-rates/real-yields diminishing the attractiveness of long-duratio

🌟🌟🌟Beyond Meat $Beyond Meat, Inc.(BYND)$  just served up one of the most dramatic market swings of the year - a 1,100% surge followed by a 20% plunge, all in the span of a few days.  It was part meme stock, part short squeeze and part speculative theatre. Why the Surge? Beyond Meat was added to the Roundhill Meme Stock ETF $Roundhill Meme Stock ETF(MEME)$ , triggering algorithmic and retail buying. Announced a new distribution deal with Walmart $Wal-Mart(WMT)$  on October 21 25.  Walmart is the largest US retailer.  This move is strategic, timely and aimed squarely at the m

Oooo, old school stocks! So the first investment book I ever brought was called the intelligent investor. its actually why I call myself the emotional investor, it's a play on the first book I owned by the legendary investor Ben Graham. Quite an easy read in retrospect. But written in 1973, so it's old school. The then young Warren buffet, is on record saying "it's the best investment book ever written." But wait there's more... The second book I ever brought was securities analysis by David dodd. that, my tiger friends was and remains a very heavy read. And it was written in 1934. So I think I can officially command some level of authority on old school investing. So, just for some perspective, David Dodd, was Ben grahams mentor, and Ben graham was Warren buffet's mentor. But does old sch

$Intel(INTC)$   ⚙️ Intel Beats on Sales! Is the Sleeping Giant Finally Waking Up? After years in the shadow of NVIDIA and AMD, Intel ($INTC) just reminded the market it’s still alive — and still massive. Q3 results came in better than expected, signaling that demand for its bread-and-butter PC chips is stabilizing. Revenue hit $13.65B vs $13.14B estimated, driven by stronger x86 processor shipments, while adjusted EPS came in at $0.23 — not dazzling, but steady. It’s also the first quarter since the U.S. government quietly became Intel’s largest shareholder, taking a 10% stake as part of its CHIPS Act initiative. That move might have just changed Intel’s trajectory — politically and strategically. So here’s the

💰 DBS Forecast: SGD = USD by 2040! Can Singapore Become the World’s Next Safe-Haven Superpower? 🌏 DBS just dropped one of the boldest macro calls of the decade — by 2040, the Singapore Dollar (SGD) could reach parity with the US Dollar (USD). That’s right — one SGD might equal one USD. It’s not just a currency prediction. It’s a vision of Singapore transforming from a regional financial hub into a global safe-haven powerhouse. If this plays out, it could reshape how investors view Asia — and how we build portfolios for the next 15 years. --- 🇸🇬 1️⃣ DBS’s Vision: Singapore’s Rise to Global Parity According to DBS Research, three big shifts could define the next phase of Singapore’s growth story: GDP could double by 2040, driven by AI adoption, advanced manufacturing, and financial services

I think it is possible for SGD to reach parity with USD by 2040. Singapore employs a strict stewardship of growing the economy and managing the strength of its currency. Although Singapore also has huge debts, it manages it and steer the economy to enable strong growth and being a safe haven for companies by having the right policies, stable government and the right workforce. This helps it strengthen against the USD. I won’t buy gold even if the USD keeps sliding. I think there is a possibility of the Chinese yuan being one of the world’s reserve currency. Also, there are many stocks that can offer greater yield than me holding gold. In terms of returns, I prefer to hold stock. My preference has always been the ETF that tracks the world index eg VTI so I would keep to that. I also do