To The Moon

My stock in focus today is $Taiwan Semiconductor Manufacturing(TSM)$ , following a strong earnings report that reaffirmed its leadership in advanced chip manufacturing. AI-driven demand lifted revenue and profits to record levels, with gross margin above 62% and net margin near 48%, underscoring TSM’s pricing power at leading-edge nodes. AI remains the main growth engine. High-performance computing now makes up over half of quarterly revenue, while AI accelerators contribute a double-digit share and delivered more than 100% growth for the full year. This momentum is supported by rising adoption of 3nm and 5nm processes, where tight capacity continues to enhance product value. Attention is also on TSM’s aggressive 2026 capex plan of up to US$56 bi

$Addvalue Tech^(A31.SI)$ 0.15 Target Price. Addvalue Technologies is the next Space X for Asian region, as highlighted in recent Space Summit 2026. Addvalue Technologies (A31.SI) is expected to report its next earnings for Q1-2026(typically released in late February or early March-2026). The company last reported earnings for Q4-2025 on November 9, 2025 with the following Key Points -- Addvalue Technologies' Q4-2025 Earnings Results Key Margins: Gross Profit Margin: 51.64% in Q4-2025 vs. 48.44% in Q4-2024. Net Profit Margin: 22.59% in Q4-2025 vs. 0.91% in Q4-2024. Return on Equity (ROE) : 34.81% in Q4-2025, up sharply from 1.67% in Q4-2024. Leverag

Short take: Probably not a great trade for 2026 — at least not yet.The proposed 10% cap on credit card rates would seriously hurt the biggest earners in the space (think Capital One, Amex, Discover, even some of the big banks’ card divisions). That’s a massive hit to their highest-margin business, and the market already priced in a pretty ugly reaction when Trump floated it.If the cap actually gets passed and sticks for the full year, I’d expect more pain and lower multiples for those names. On the flip side, if it gets watered down, delayed, or quietly killed in Congress/bureaucracy (which is very possible), then the stocks could bounce hard from these depressed levels.Right now it feels more like a high-risk “fade the fear” play than a clean bullish setup. I’d wait for more clarity befor

Metals Are Going Parabolic — Is the 2026 Supercycle Already Priced In? 2025 has undeniably been the year of the "Hard Asset." While Gold grabbed the headlines early on, the second half of the year has seen a violent rotation into the laggards: Silver, Platinum, and Palladium have all engaged catch-up mode. Many analysts (myself included) were eyeing 2026 as the true "Year of Metals." But here is the problem with consensus: The market is a forward-looking machine. The gains we expected to see unfold slowly over the next 12 months are being front-loaded right now. This creates a dangerous environment where FOMO (Fear Of Missing Out) begins to erode the risk/reward ratio. If you are staring at vertical charts wondering if you should pile in, or sitting on massive profits wondering if you shou

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ Buckle up, folks – the semiconductor giants are firing on all cylinders! TSMC just crushed expectations with a jaw-dropping earnings report, sending shockwaves through the market and proving the AI revolution is far from over. Shares skyrocketed as investors pile in, betting big on relentless demand for cutting-edge chips. But wait, ASML's riding the wave too, hitting record highs on the back of this frenzy. Is this the acceleration we've been waiting for, or just a teaser of what's coming in 2026? Let's dive deep into the numbers, trends, and why holding these beasts could be your smartest move yet. 😎📈 ASML TSMC First off, TSMC's powerhouse

$Lululemon Athletica(LULU)$ Going up and up.

Buckle up, silver stackers! 🌟 The white metal is on fire, smashing through all-time highs like a bull in a china shop, but beneath the shine, there's a wild tale of scarcity versus illusion that's got everyone buzzing. We're talking record demand clashing with supply strains, and the moves from big players are screaming "not normal" louder than ever. Let's dive deep into this metallic mayhem and unpack why silver could be your ticket to the moon. 📈✨ First off, picture this: The U.S. Mint, the folks who crank out those shiny coins we love, just hit the brakes on silver numismatic products. 😲 Official line? Prices are skyrocketing too fast to keep things priced right. But dig deeper – this isn't just bureaucracy; it's a red flag waving in a storm. When physical silver gets paused, it means d

$MARA 20260123 10.0 PUT$ let trade Mara again

$Alphabet(GOOG)$  will keep buy Google 

$Bank of America(BAC)$ one of my biggest profits 

$NIO 20260130 5.0 CALL$ How much longer will Nio be suppressed?[Sad]  

$Jardine C&C(C07.SI)$  to the moon ASAP 🙏🙏🙏🙏🙏🙏

$BigBear.ai Holdings(BBAI)$ stock to watch out for

$SGX(S68.SI)$ Buy when dips, some more up side to go.

$Jardine C&C(C07.SI)$ Jardine CnC go go go to the moon!!!

$PropNex(OYY.SI)$ PropNex go go go to the moon!!!

Yes, AI demand can realistically keep TSMC’s momentum intact into 2026, and the market can still be underpricing its AI leverage, but the upside depends on whether this cycle stays “tight” rather than “normalising”. Why momentum can stay strong into 2026 TSMC is the bottleneck for leading-edge AI: Most meaningful AI compute still concentrates around advanced nodes (N3/N2, advanced packaging). Even if end-demand fluctuates, the strategic need to secure capacity stays high. AI is not just GPUs: Beyond NVIDIA/AMD accelerators, AI demand spreads into CPUs, networking silicon, HBM controllers, custom ASICs (hyperscalers), and edge AI. That broadens TSMC’s growth base. Margins accelerating is a powerful signal: When profits and margins rise alongside revenue, it implies pricing power + high util

1) Does JPMorgan’s miss signal a broader capital markets slowdown? It can, but it is more “uneven recovery” than a full downturn. Investment banking is highly cyclical: If JPM’s IB revenue came in below guidance, it often reflects slower deal-making (M&A) and more cautious underwriting (IPOs, bonds) across the street, not just a firm-specific issue. High rates delay decisions: Higher discount rates make valuations harder to agree on, so CEOs and PE funds tend to wait longer, pushing deal timelines out. Trading can mask weakness: Even when IB is soft, markets revenue (FICC/equities trading) can hold up. So the signal is: deal activity is not rebounding as fast as hoped, not that the entire capital markets engine has stalled. Bottom line: JPM’s miss likely supports the view that capital

TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expanding, AI-driven demand proving real, and capex leaning heavily toward advanced nodes, the market is clearly rewarding execution and visibility — not just a good story. That’s why Intel $Intel(INTC)$ feels like a tougher test. The stock is already up around 30% YTD, expectations on manufacturing progress have been pulled forward, and yet consensus still points to year-over-year declines in both revenue and profits. When expectations run ahead of fundamentals, the margin for disappointment gets very thin. So my pick is 🔴 C. Down more than 5%. After such a strong