To The Moon

I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in. The themes I’m watching are logistics & industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names. Overall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving

As the most powerful and integrated AI company among the Magnificent 7—one that stands to benefit most from the AI era—it’s not outrageous to say Alphabet could claim the top spot. A $5 trillion market cap? Justified. Even beyond. To be clear: this isn’t an invitation to buy Alphabet stock. The stock is overvalued at this point. And even if it does hit a higher market cap, it won’t be a smooth journey—it may take longer than hoped. This is simply my view on why Alphabet should be the largest company in the world. Of course, that kind of power invites scrutiny. Antitrust probes will intensify. But for now, everything Google touches is turning into an AI advantage. Gemini models are available on Google Cloud too, where users can pick what fits their needs. Apple recently chose Gemini to powe

GRAB Plunges 10%: Political Theater or Profit Killer? Here’s the $4.00 Setup. Is the "Stablecoin of Tech Stocks" finally breaking down? Grab Holdings ($GRAB) has been a safe haven in a volatile market, but last week’s ~10% drop woke everyone up. The catalyst wasn’t a bad earnings report—it was a regulatory bombshell from Indonesia. President Prabowo Subianto is drafting a decree to cap ride-hailing commissions at 10% (down from ~20%) and mandate driver insurance coverage. Is this just noise, or is the entire profitability thesis for 2025 dead? Let’s look at the math, the politics, and the trade. 1️⃣ The Math: Why the Market is Freaking Out Retail traders see a headline; smart money sees an EBITDA wipeout. Let’s run the actual numbers to see why the reaction was so violent.  * The Expo

$Broadcom(AVGO)$ hope tomorroe will be another big win again

Market Drivers Behind the Recent Rally 1. Tight supply and AI demand are foundational. Micron’s share price has surged significantly, with its market capitalisation topping US$400 billion as investors price in limited memory supply and robust AI infrastructure demand. Micron and its peers have sold out high-bandwidth memory (HBM) capacity through 2026, indicating very strong order books relative to available production capacity. This tightness underpins pricing power.  2. AI memory workloads are structural. Cloud and AI data centre demand for DRAM, NAND and especially HBM has transformed end market dynamics, with memory chips becoming critical infrastructure components rather than commodity items. Global memory shortages driven by AI workloads have been documented as a structural shif

Here is a realistic, evidence-based assessment of how Intel might behave after it reports its Q4 2025 results after market close on 22 January 2026: What the market is currently pricing in • The stock is up sharply in 2026, rallying ~30 per cent year-to-date and extending gains from an exceptional 2025.  • Analyst price targets range roughly from US$50 to US$60, with some recent upgrades tied to foundry momentum and strong server CPU demand.  • Despite the rally, broad Wall Street sentiment remains more mixed than uniformly bullish, with the consensus rating tilted to “Hold” rather than Buy and a wide dispersion of targets.  Two plausible post-earnings scenarios 1. Continued upside (“jump on further earnings surprise”) This is credible if Intel delivers not just a beat but f

INTC Up 30% YTD: The "Turnaround of the Decade" or a Trap for Late Buyers? 🐯🚨 The Setup: A Dangerous Amount of Optimism We are witnessing one of the most violent sentiment shifts in recent memory. Intel is up ~30% in just the first 18 days of 2026, currently hovering near $47. For a stock that was arguably the most hated name in semis for years, this vertical move before earnings (Jan 22) is terrifyingly bullish—but also incredibly risky. The market isn't just betting on a "good quarter"; it is pricing in a complete structural resurrection. With institutional targets raised to $50–$60 and AMD sitting high at $231, the "Value vs. Growth" rotation is in full swing. But the big question for traders is simple: Have we already seen the move, or is this just the ignition phase? 1️⃣ The "Priced f

I will be watching data centres mainly as AI and technology will remain key global theme for the year and I think data centres will continue to do well, especially in land scarce Singapore. Retail and office space have pretty much recovered though expected rate cuts will continue to lift most reit prices. Logistics and industrial should continue to recovery as demand picks up. Singapore housing market has always been strong, driven by the limited supply and ever increasing demand as the population grows, along with more singles and unmarried people wanting their own space, especially after covid. As long as there is no recession or major global shocks, I believe that SREITs will continue to do well which will lift the stock prices. Further rate cuts are definitely going to be helpful a

🏠 SG Property on Steroids (+67%): Why the "Smart Money" is Pivoting to REITs in 2026 The bears just got silenced. If you were waiting for a property crash to deploy capital, you missed the boat. The data is out: New home sales in Singapore exploded by 67.3% in 2025, hitting 10,821 units—the highest level since 2021. This isn’t just a "dead cat bounce." This is a structural confirmation that Singapore’s liquidity is massive, and buyer confidence is practically bulletproof. But here is the twist: While retail investors are queuing at showflats to lock up millions in illiquid assets, sophisticated traders are looking at the massive valuation gap in the stock market. Here is the deep dive on why S-REITs might be the trade of the year. 1️⃣ The "Great Divergence" Opportunity We are currently see

$Navitas Semiconductor Corp(NVTS)$ AI power monster coming..

$Amazon.com(AMZN)$  

$NVDA 20260320 100.0 PUT$ Going to rise further. More opportunities when Trump dies his stunts!

$Amazon.com(AMZN)$  

$SMC.HK 20260929 80.00 CALL$ 

1. $Strategy(MSTR)$ MSTR is building a strong base right in the Smart Money Zone.Weekly chart looks like a bottom forming and, in most cases, this is a dip‑buy area.But we’re not in a confirmed bull cycle yet – Monthly BX is still dark red (red background).I still think this is a short‑term bottom, but I need to see Monthly BX print a higher low on the bounce before I treat it as a true new bull leg. 2. $Coinbase Global, Inc.(COIN)$ COIN is back in my weekly discount range again. 🔔Last two times price pulled into this zone, it bounced.We’re sitting in the Smart Money Zone and holding the Weekly Point of Control on THT Volume Pro – one of the strongest supports on my chart.The only reason I’m not buying ye

$Eos Energy Enterprises Inc.(EOSE)$ is up over 1,500% since our Monthly BX model first met criteria.We’re now trading above best-case expectations and officially in “no man’s land.” I haven’t traded this because I was focused on other names and, at this point, I don’t think it’s worth chasing.I still stand by that.If I were already in, I’d be taking some profit off the table and holding a runner, since bull cycle criteria is still met.As a new buyer, I’d personally be sitting out. The risk vs reward is not attractive here. Yes, it could keep rallying, but from this level the RVR is not worth it for a new investor or trader. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading

1. $NVIDIA(NVDA)$ Critical 2 weeks coming for $NVDA 🚨Price has been compressing for nearly 4 months and the Monthly BX is currently red.If January closes like this, it officially ends the $NVDA bull cycle in my system. We need a strong bounce before month‑end to flip BX back green and keep this run alive. 2. $Advanced Micro Devices(AMD)$ I still have a $300 target on $AMD by November.Short term, I’ve been waiting to see if price could pull back toward $180 to give me a clean re‑entry. We played the summer breakout to perfection, but I haven’t had a chance to get back in since.Right now we’re still trading above our expected January level (purple line), so there’s definitely room for a short‑term pullback b

$Tesla Motors(TSLA)$ Big week coming for $TSLA 🚨Monthly BX is still green (bull cycle intact), but the weekly has pulled back and we’re right back on THT Volume Pro support.Price has to hold this level or things can get ugly fast. As long as it does, I’m still bullish. TSLA has been chopping for 4+ months, but my monthly model is still pricing in 550 by end of March.As long as Monthly BX is green (macro bull cycle), short‑term pullbacks are usually just dips that get bought.That’s why I’m still bullish on TSLA until that signal flips. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.