To The Moon

I remain bullish on Tesla's $Tesla Motors(TSLA)$  Full Self-Driving (FSD) and see the recent noise around NVIDIA's $NVIDIA(NVDA)$   Thor platform more as hype than a real threat. While Thor looks impressive on paper and CES showcased strong partnerships with Lucid $Lucid Group Inc(LCID)$  , Mercedes-Benz, and BYD $Byd Company Limited(002594)$  , the reality is that self-driving is not just about raw compute power or flashy demos. The hardest part is handling those rare, extreme edge cases — the last 1% of autonomy — and tha

Blue Chips or Blue Sky? SG Banks Smash History, But Is the Easy Money Already Made? 🏦🚀 DBS touches $57.93. OCBC breaches the fortress at $20.00. Yesterday wasn’t just a green day—it was a statement. For the first time in a decade, we witnessed a synchronized, high-volume breakout across Singapore’s banking giants. The psychological ceiling of $20 for OCBC has been shattered, putting the stock into "blue sky" territory. But let’s cut through the celebration. For the active Tiger trader, an All-Time High (ATH) is the hardest chart to trade. It forces the ultimate dilemma: Is this the start of a new structural bull run, or a "blow-off top" before the smart money exits? Here is the deep dive on the mechanics of this rally and how to position for what comes next. 1️⃣ The "Blue Sky" Breakout: Wh

🚨 The "Android Moment" for Robotaxis? Why Nvidia Thor is Tesla’s Biggest Nightmare Is the "Winner-Takes-All" thesis for Tesla ($TSLA) officially dead? That is the multi-billion dollar question shaking out weak hands today. While Elon Musk brushed off the threat on X, the market voted with its feet, dragging Tesla down 4% while Mercedes-Benz and BYD caught a bid. Here is the brutal reality check: For five years, the bull case for Tesla has been that they are the only ones with the data, the silicon (Dojo), and the fleet. But at CES, Jensen Huang didn’t just unveil a chip. He handed a nuclear weapon—the Nvidia Thor platform—to Tesla’s enemies. We are no longer looking at Tesla vs. "Legacy Auto." We are looking at Tesla vs. The Nvidia Ecosystem. And historically, betting against an ecosystem

I see short-term risk in chasing memory stocks after sharp spikes, but this is a structural re-pricing, not just momentum. NVIDIA $NVIDIA(NVDA)$ bringing NAND into AI inference changes storage from a backend cost into a core AI bottleneck. I wouldn’t chase highs aggressively, but I don’t think this is a quick “sell the news” move either. Between the names, I prefer Micron $Micron Technology(MU)$ . It sits at the center of HBM tightness, DRAM pricing power, and NAND’s role upgrade, while SanDisk $SanDisk Corp.(SNDK)$ and Western Digital $

1. How to view Tesla’s FSD today Tesla’s Full Self-Driving is best understood as a highly advanced driver-assistance system, not yet a true autonomous solution. Strengths Industry-leading real-world data advantage, measured in billions of driven miles Strong end-to-end neural network architecture Rapid iteration speed via over-the-air updates Clear long-term ambition to remove human supervision Structural limitations Camera-only approach increases edge-case risk No redundancy via lidar or radar, which regulators favour Still requires driver supervision in all jurisdictions Safety validation remains statistical rather than deterministic In short, FSD is technically impressive but commercially premature. Its value today lies more in optionality than realised autonomy revenue. 2. Is NVIDIA Th

CES 2026 New Chips Make a Splash! How Will the Big Leap Reshape the Manufacturing Ecosystem? The chip layouts of companies like NVIDIA and AMD at the CES conference, along with TSMC's tight 2nm production capacity, have widely benefited chip equipment manufacturers from $Applied Materials(AMAT)$   to $Tokyo Electron (8035.JP)$ .  $Taiwan Semiconductor Manufacturing(TSM)$   , the largest customer of equipment manufacturers, provided guidance on October 16, 2025, for its 2025 capital expenditure at $40-42 billion, up from the previous range of $38-42 billion, raising the lower limit by $2 billion. TSMC has not yet provided

Singapore Market 2026 Outlook: From Sentiment-Led Gains to a Policy-Driven Structural Re-rating The Singapore equity market enters 2026 riding a wave of unprecedented momentum. In 2025, the $Straits Times Index(STI.SI)$   defied global volatility to deliver a stellar total return of over 22%, ending the year at record highs above the 4,650 level.  This performance was potentially underpinned by a robust electronics upcycle, a "safe haven" rotation amid global trade tensions, and the initial anticipation of sweeping market reforms. As we look toward 2026, the narrative is shifting. Market focus is transitioning from a sentiment-driven recovery to the tangible execution of structural "Institutional Div

$Coinbase Global, Inc.(COIN)$ $CME Bitcoin - main 2601(BTCmain)$  🚀📊🧠 $COIN at Make-or-Break Support: Right-Shoulder Formation Signals a High-Stakes Inflection 🧠📊🚀 I’m focused on $COIN right here because the market is telling a very clean story across structure, volatility, and crypto beta. Price is sitting directly in the $238.60–241.00 blue band, which is not random. This zone lines up with the lower Keltner shelf on the 4H, prior VWAP congestion, and the liquidity pocket created after the last impulsive sell program. On my screens, this is where weak hands finish and stronger hands start deciding. Technically, this area has to hold if $COIN is going to carve out a right shoulder for an i

$S&P 500(.SPX)$ The bulls are charging hard into 2026! With the S&P 500 smashing through to a fresh all-time high close of 6,944.82 and the Dow Jones blasting past 49,000 to settle at 49,462.08, the market's off to a roaring start. 😎 This isn't just noise—it's the classic January effect in action, where a strong first month often signals a blockbuster year ahead. History shows when January wraps up green, the S&P 500 climbs higher 89% of the time, dishing out average gains of 17% with drawdowns averaging just 10.5%. Flip that to a red January, and returns tank to -1.8% on average, with only a 50/50 shot at positivity and steeper drops. Right now, with records tumbling early, the odds are stacking up for a winner. 📈 But let's zoom out:

Buckle up, investors – the nuclear sector is heating up like a reactor core! With massive U.S. government backing pouring in, stocks like Centrus Energy (LEU) and Oklo (OKLO) are surging, signaling what could be the dawn of a full-blown nuclear revival. But is this explosive rally built on solid fuel, or just hot air from policy hype? Let's dive deep into the meltdown-proof details and see if it's time to go all-in on these power players. 📈🔥 First off, the U.S. Department of Energy just dropped a whopping $2.7 billion in orders to supercharge domestic uranium enrichment – a game-changer for reducing reliance on foreign supplies. Centrus Energy snagged $900 million of that pie to ramp up production of advanced reactor fuel, sending their shares skyrocketing 10% in a single day. Not stopping

$Amcor plc(AMCR)$ $Camden Property(CPT)$  $Healthpeak Properties, Inc(DOC)$  I’m watching a January factor rotation take shape that Bank of America has documented repeatedly over decades. Since 1987, low-quality stocks have outperformed quality nearly 80% of the time in January, particularly when positioning is crowded and volatility regimes begin to shift. This year, that setup is reappearing with unusual clarity, not in one corner of the market, but across multiple sectors simultaneously. That breadth is what makes this moment actionable rather than theoretical. Bank of America January factor highlights: Amcor ($AMCR), Camden Property Trust ($

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  Why sentiment, structure, and long-dated options are telling two very different stories I’m looking at $TSLA the same way I always have, by separating opinion from positioning and narrative from capital. The downgrade noise is loud, but the tape is louder. 📉 Analyst pessimism versus what price is actually doing GLJ Research raising its Tesla price target to $25.28 from $19.05 while reiterating a Sell borders on satire. A $6 increase that still implies a near-total collapse from ~$437 tells me this is less about updated math and more about anchoring. The justification, Q4 delivery mix

$Deckers Outdoor(DECK)$ $Nike(NKE)$  $On Holding AG(ONON)$  I’m watching Deckers Outdoor ($DECK) as price and narrative diverge. 📈 $DECK has rebounded roughly +30% off the November lows, held its 20DMA, and closed higher in 6 of the last 8 sessions. Momentum is rebuilding, but context matters, the stock is still about -50% y/y, keeping positioning fragile. ⚡ The volatility signal is extreme. A 99 SVS ranking tells me realised moves continue to beat what options were pricing. Flow and volatility remain elevated as positioning resets, which explains why volume and intraday ranges keep expanding here. ⚠️ That technical recovery now collides with a

$DHT Holdings Inc(DHT)$  $FRONTLINE PLC(FRO)$  $International Seaways Inc(INSW)$  I’m watching $DHT light up the tape as one of the NYSE’s top gainers today, up +7% to $12.85, rebounding cleanly off the $11.50 floor and reclaiming its 200DMA. This follows a controlled pullback from the 13Y high at $13.85 hit in November, with the broader trend still intact at +28% y/y. Structure held, momentum is rotating back, and this bounce fits how strong shipping trends reset before continuation. On the pattern side, $FRO looks structurally identical long term, same basing, s

$S&P 500(.SPX)$ $Dow Jones(.DJI)$  $NASDAQ(.IXIC)$  Midday Market Check 07Jan26 ET 🇺🇸 | 08Jan26 NZT I’m seeing a textbook digestion tape after Tuesday’s record-setting session. $DJI is pulling back triple digits, while $SPX and $IXIC continue to hover near fresh highs. This reads as rotation and consolidation, not rejection. The S&P 500 tagged new all time highs again early in the session. Yes it’s only +0.01%, and yes it still counts. What matters to me is altitude. Price is holding highs while volatility remains contained, with $VIX around 15. That combination signals risk appetite is still alive, even as positioning becomes more se

$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$  $NASDAQ 100(NDX)$   🎯 Executive Summary I’m extremely confident this is one of the most structurally important $SPX setups traders will face in early 2026. $SPX has just completed three straight double-digit years, +24% → +23% → +16%. Since 1950, that has occurred only eight times. I’m not reading that as “trend broken.” I’m reading it as “regime sensitivity rising,” where forward returns compress and volatility becomes the tax. I’m also focused on the second layer most traders underweight. 2026 is Year 2 of the presidential cycle, historically the weakest year, lowest average return ar

🌟🌟🌟The market today is a stark contrast to yesterday's sizzling excitement.  The Fast and Furious rally hit a wall and giants like $SanDisk Corp.(SNDK)$ have indeed come back to earth.  This sudden cooldown in the memory chip stocks highlights the intense volatility of the current market and the constant battle between hype and fundamentals. Yesterday's euphoria was fueled by $NVIDIA(NVDA)$ CES 2026 announcement and the projected 60 to 70% price hikes for memory chips in Q1.  This caused investors to rush in, sending SanDisk up over 27% in a single day. Today, the January Effect excitement is cooling.  Investors are now pondering the boom & bust history of the memory cycle and w

Why I Prefer Control to Excitement Markets have a habit of confusing activity with progress. Every cycle produces its share of dazzling narratives, but very few companies actually control outcomes rather than react to them. My conviction in $Taiwan Semiconductor Manufacturing(TSM)$ and $Palo Alto Networks(PANW)$ comes from that distinction. These are not bets on which technology story wins the news cycle; they are bets on who gets paid regardless of which story wins. One sits at the physical choke point of advanced computing, the other at the operational choke point of enterprise security. Neither is flashy in the way the market currently rewards, which is precisely the point. Control points dictate outcom

$Apple(AAPL)$ $Alphabet(GOOGL)$  $NVIDIA(NVDA)$  🚀📉🍏 $AAPL Structure Check: Downtrend Intact as $GOOGL Signals a Changing of the Guard 🍏📉🚀 I’m reading this as a clean, controlled downtrend in $AAPL, with structure doing all the talking. Price is still respecting the descending trendline, and every bounce so far has been corrective, not impulsive. Rejections near prior intraday supply continue to align with the Daily Top zone, reinforcing that sellers remain firmly in control on rallies. I’ve got a key Fibonacci level at $258.10, and that remains the downside magnet if this base gives way. Be