To The Moon

$Wilmar Intl(F34.SI)$  Trimmed position at break-even price. Passive investment doesn't needs to stay at paper loss. Position control is critical and strive to avoid loss. 

$CONCH CEMENT(00914)$ I hope Cement Industry has touched bottom. $06655 Huaxin Cement Q3 2025 report profits increased 75% Y on Y.

$DEEPEXI TECH(01384)$ 無錯，我只是傳說中的怕死鬼，上次就是因為冇執行一向嘅策略即刻沽，結果新股大蝕，即使之後升返策略都係錯誤，最後老虎連暗盤用到拿不到，今次唔理純粹開心參與，大家繼續努力🥰

First, the earnings forecast, a comparison with the same period last year. Looking at the  data, the 2026Q1 forecasted EPS is $3.67. Comparing that to 2025Q1's EPS of $3.32, that's an increase. Gross income for 2026Q1 is $75.33B versus last year's $24.67B net profit. The Previous Earnings Result quarterly for 2025Q1 shows a net profit of $24.67B, but the forecast for 2026Q1 is gross income.  2025Q1 data includes gross profit margin of 69.35%, but the forecast for 2026Q1 is gross income  A comparison of EPS and EBIT. For 2026Q1, EBIT is forecasted at $35.15B. The 2025Q1 had a net profit of $24.67B and a net margin of 37.61%. So revenue would be 24.67B / 0.3761 ≈ $65.6B.  Dow Jones highlights Microsoft's exclusive partnership with OpenAI as a strength. Article from Tiger

🚨🚨🚨The market analysis for October 27, 2025, is primarily dominated by a significant breakthrough in US-China trade negotiations, leading to broad risk-on sentiment globally. Here is a summary of the market impact:  * Positive US-China Trade Developments: US and Chinese negotiators reached a preliminary framework for a trade deal over the weekend, setting the stage for Presidents Trump and Xi Jinping to finalize an agreement later in the week.    * Key Concessions: US officials indicated the threat of a 100% US tariff on Chinese goods is "effectively off the table." China reportedly agreed to a one-year delay on its rare-earth export controls and to make "substantial" purchases of US soybeans.    * Market Reaction: The progress eased concerns about a deeper trade c

🌟🌟🌟This is a blockbuster week  with earnings reports from the Magnificent 7 - Microsoft, Alphabet, Meta Platforms and Apple.  Then there is also the FOMC Meeting October 29 to October 30.  Market expectations are for a 25 bps rate cut. I am interested in $Alphabet(GOOG)$ since I am an investor.  Expected EPS is USD 2.27 up 7% YoY.  Revenue: USD 84.57 billion, up 13% YoY. Google Cloud is expected to grow 32% YoY to USD 13.6 billion. Gemini app adoption and mega deal with Anthropic is an exciting development.  Anthropic will gain access to up to 1 million Google's custom designed Tensor Processing Units or TPUs - chips optimised for training and serving large language models like Claude. Apart from the earnings report

$SoFi Technologies Inc.(SOFI)$   From my point of view, SoFi (SOFI) is being underestimated, and I see two major catalysts on the horizon that could send the stock price significantly higher. First, in the short term, I'm expecting a strong quarter. The company has already reached profitability, and I think they're going to deliver another "beat-and-raise" earnings report. If they show strong numbers, it will prove their growth story is on track and should bring in a wave of new buyers. Second, the bigger play is its potential inclusion in the S&P 500. This is the real "golden ticket." Now that they've met the profitability criteria, it's a matter of when, not if. The moment that announcement hits, every ind

🌟🌟🌟Beyond Meat $Beyond Meat, Inc.(BYND)$ had a wild, meme fueled week - a rally so explosive it defied logic, fundamentals and gravity. Price surged from USD 0.52 to as high as USD 7.69.  Then it plummeted to close at USD 2.19. This dramatic reversal followed a week of speculative frenzy fueled by a Walmart distribution deal and  inclusion in a meme stock ETF $Roundhill Meme Stock ETF(MEME)$. However Beyond Meat's fundamentals are still weak. Its Q2 revenue was down 20% YoY to USD 75 million.  It only has USD 117 million in cash vs USD 1.2 billion in debt. Unless its fundamentals improve, Beyond Meat risks becoming another cautionary tale of meme euphoria.

As I reflect on the recent US-China talks in Kuala Lumpur, I'm encouraged by the progress reported. The easing of tensions and the potential for a final agreement on TikTok, combined with agreements on soybean purchases and the postponement of rare-earth export restrictions, suggest a positive shift. It's fascinating to see how these developments have already influenced the markets, with gold prices dropping 1.3% and US stock futures rising ahead of the market open. This momentum gives me hope for the upcoming meeting. Looking ahead to this week's US-China meeting, I'm cautiously optimistic. Given the recent consensus and the constructive dialogue between the two nations, I believe there's a good chance it could go well. If the discussions continue to build on the Kuala Lumpur consultation

1. $Portillo’s Inc.(PTLO)$ It's not without risk, but if Portillos can return to even modest growth and improve same-store sales and margins, this could be a phenomenal risk/reward. Shares are trading for ~1/10th the P/S multiple of Chipotle. 10x in 10 years? 🤔Image2. $Spotify Technology S.A.(SPOT)$ Margin and multiple expansion have been the drivers of SPOT stock over the past 3 years.To keep momentum, we need to see revenue growth tick higher. Will that come from ads? Higher prices? Or new products?Image3. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Alphabet reports on Wednesday and Google Cloud will be the focus. Last quarter