To The Moon

$Intel(INTC)$  Intel’s CES update is a credible operational milestone, but not yet a full investment inflection. Bullish on the comeback? The successful ramp of 18A via the Core Ultra Series 3 materially improves Intel’s execution credibility. It reduces the narrative risk around delays and supports its ambition to be both a product and foundry player. That said, this is a proof-of-capability phase, not yet proof-of-dominance. Consistency across yields, power efficiency, and OEM adoption over the next 12 to 18 months will matter more than a single launch. Buy at USD 40? At this level, Intel looks fairly valued for a turnaround, not cheap. Upside exists if 18A ramps smoothly and PC share stabilises, but downside remains if margins lag or capex

$CapLand IntCom T(C38U.SI)$  with the expected rate cuts

$Sheng Siong(OV8.SI)$  in about a month time Singapore budget will be out . Will the government Continue throwing money out again Or will they stop giving out vouchers for this year ? Sheng Siong is a staple defensive stock that has a crazy PE ratio but I believe it should continue opening more stores soon . I believe the price has risen up too fast and it is now very expensive to buy in .  I will continue to support them as I didn't spend much of my vouches 

$Apple(AAPL)$ come on, rise more

$Microsoft(MSFT)$  Holding for a few month and receiving some profit.