To The Moon

$Mapletree PanAsia Com Tr(N2IU.SI)$    Mapletree PanAsia Com Tr - 3rd quarter results is out.DPU is up 2.5 percent to 2.05 cents , it has finally turning around looking good! 3Q FY25/26 DPU up 2.5% yoy to 2.05 Singapore cents. XD 6th Feb, paydate 18 March 2026. • Singapore NPI up 5.3% in 3Q FY25/26 and 4.8% in YTD FY25/26 on a yoy comparable basis, cushioning overseas headwinds • VivoCity NPI up 10.1% yoy in 3Q FY25/26, with 14.7% rental uplift, sustained full committed occupancy and 4.4% yoy tenant sales growth • Portfolio achieves positive rental reversion of 0.3% despite overseas market pressures 26 – MPACT Management Ltd., as manager of Mapletree Pan Asia Commercial Trust (“MPACT” and as manager of MPACT, the “Manager”), announced

Pay attention to this part : "Strategy is currently positioned below all key moving averages, indicating a bearish trend. The stock is trading 12.4% below it's 20-day SMA, 16.3% below it's 50-day SMA and a staggering 53.8% below it's 200-day SMA...." Strategy has broken it's 52 week low and it looks to continue the downward dive. The simple support look is $100, which will be adding pressures to their finanical positions post quarterly results announcement in early February. Add to this, Michael Saylor has been using the cash reserves raised from issuing new debts and equities to buy even more Bitcoin. All substantially above current Bitcoin price. Their balance sheet must be looking awful right now. I am a bear on MSTR. Not neccessarily on Bitcoin, but on MSTR. Why ? Because it is a ponzi

GLD and SLV pre mid night crash was a classic syndicated move to squeeze out margin players on the wrong side of the position. That said, it was also a classic failure for those trying to bring the prices down as the market knows that the real demand for physical Gold and Silver out-strips the supply. Whats gonna stop the bull run on precious metal?  In my opinion, slower global growth or global recession. So meanwhile as we see multiple all time highs being breached, its just means market still wants it. Don't fight the market. Go with the flow.

$CNMC Goldmine(5TP.SI)$ 2 Target Price. CNMC Exponential Growth Catalysts: - Global trade caused by U.S tariff rates and geopolitics tension in U.S states, Iran-Israel and Russia-Ukraine, rising U.S debt and currency depreciation,create safe haven for physcial GOLD investment. The rising GOLD prices extend it's bullish ral

$CSE Global(544.SI)$ 2 Target Price. CSE Global: Powering the Data Centre Boom When Amazon (NASDAQ: AMZN) secured rights to acquire up to 63 million shares in CSE Global (SGX: 544) in November 2025, the move validated the systems integrator's pivot towards data centres.  CSE Global strategic partnership with Amazon, extending through 2030, signals where the cloud giant sees opportunity in CSE Global cutting-edge power conservation technology.  AI workloads are notoriously power-hungry, requiring massive computing infrastructure with sophisticated electrification and automation systems.  CSE Global, operating across 15 countries with over 2,000 staff, delivers precisely these capabilities. For the first nine months of 2025 (9M2025

SanDisk Q2 Review: Blowout Results, Forward P/E 10x, Multi-Year Agreements—How Far Can SNDK Rerate? $SanDisk Corp.(SNDK)$  's FY2Q26 results and FY3Q26 guidance significantly exceeded both the company's own guidance and Wall Street expectations. But the bigger story is strategic: the company is signaling a shift from unit-led cyclicality toward price power, datacenter mix, and tighter contracting (multi-year agreements with prepayments). Financial Snapshot SanDisk delivered a sharp upside surprise in FY2Q26, driven primarily by pricing and mix rather than unit growth. – Revenue: $3.025B (+31% QoQ, +61% YoY).  – Non-GAAP gross margin: 51.1%, far above the company’s prior 41%–43% outlook. Management attributed the beat mainly to higher pri

Yes, gold and silver delivered extreme volatility yesterday, with spot gold swinging nearly $500 (from a record $5,596 high to a low of $5,105) before rebounding sharply to close near $5,370. Silver mirrored the chaos, topping $121 before collapsing over $10 intraday. One-minute bars showed $100+ moves in gold, indicating severe liquidity evaporation and forced selling/liquidations. This was one of the wildest sessions in precious metals history, driven by: Forced selling & profit-taking: Investors monetizing gains to cover losses elsewhere (tech rotation, equity volatility). Firmer dollar: DXY rebound added pressure, reversing recent safe-haven flows. Liquidity crunch: Thin volumes amplified swings, with futures gaps and stop-hunts triggering cascades. Technical exhaustion: Parabolic

My stock in focus today is $Apple(AAPL)$ , following a strong earnings report and solid forward guidance. Apple delivered an impressive fiscal Q1 and guided for 13–16% revenue growth in the March quarter, even after accounting for iPhone supply constraints. Management emphasized that demand remains strong, and sales could be higher if chip supply were more sufficient. More importantly, the supply bottleneck lies in advanced SoC manufacturing capacity for A-series and M-series chips, not memory. With heavy reliance on TSMC’s leading-edge nodes, Apple’s silicon strategy once again proves to be a long-term competitive advantage rather than a structural risk. Despite rising component costs, Apple expects gross margins to improve to 48–49%, highlight

January 2026 Performance:   Generated a profit of SGD 15,000, representing a 2.6% gain. 2026 Dividends (Year-to-Date):   Accumulated SGD 1,700 in dividend income. I continue to focus on optimizing my portfolio of Hong Kong and Singapore dividend-paying stocks. These markets currently offer attractive valuations and high dividend yields. Given the evolving global macro landscape, I believe international capital may increasingly rebalance toward emerging markets—including Asia—in search of yield and value. The AI-driven internet sector, particularly Hong Kong-listed technology companies, stands to benefit significantly from long-term structural trends. While the U.S. is home to leading AI innovators, their valuations remain elevated and less compelling from a risk-adjuste

🌟🌟🌟 $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ reported their earnings.  Meta rose but Microsoft fell. Meta jumped because investors finally saw what CEO Mark Zuckerberg has been building toward - an AI powered advertising engine that is accelerating, not slowing . A 24% revenue surge in Q4 is an amazing turnaround.  Reels is scaling.  WhatsApp is monetisation.  AI driven ad optimisation is printing money.  For the first time Meta is finally showing that it is able to monetise its AI investments.  Microsoft, meanwhile delivered a strong 17% revenue in FY26 Q2 and yet its stock fell.  Higher capital expenditure with no quick return on investment. Who will win in

The volatility looks dramatic, but it does not automatically signal the end of the bull market. What we are likely seeing is a classic late-stage correction within a strong trend, triggered by thin liquidity, margin calls, and cross-asset stress. When metals rise too far, too fast, they become a source of liquidity. Investors sell what is up to fund what is breaking elsewhere. A firmer dollar and crowded positioning simply accelerated the move. Can momentum rebuild quickly? Yes, but not in a straight line. If gold can stabilise above the prior breakout zone around the low-$5,000s and volatility compresses, upside momentum can return. Silver will remain more volatile and usually lags first on the rebound due to its higher speculative component. Sell or add? Into panic selling, I would not c

The results strongly reinforce the AI-driven storage supercycle thesis, and importantly, they do so on both earnings quality and forward visibility. Are we still early in the supercycle? The numbers suggest yes. SanDisk’s guide implies not just demand strength, but accelerating pricing power and utilisation. That combination is characteristic of early-to-mid cycle behaviour, not late cycle. Capacity discipline across NAND, AI workloads driving higher endurance and performance requirements, and customers locking in forward supply all point to a structurally tighter market than past cycles. This is not a one-quarter squeeze. SanDisk vs Western Digital SanDisk remains the higher-beta, higher-upside expression. It is the purest AI-storage leverage, but also the most vulnerable to sharp pullbac

🌟🌟🌟Storage is the new compute and the market has finally woken up! $SanDisk Corp.(SNDK)$ and $Western Digital(WDC)$ are absolutely on fire right now because they have transformed from cyclical commodity players into the indispensable backbone of the AI revolution.  Their latest earnings didn't just beat expectations.  They shattered them! The NAND supply squeeze:  AI models need massive ultra fast storage and SanDisk is capitalising on this with its Enterprise SSDs, seeing its margins explode as NAND prices are projected to jump 50% in early 2026 alone. Western Digital is reaping an AI infrastructure harvest as hyperscalers flock to their high capacity HAMR and UltraSMR hard drives for co

From my perspective, this move feels less like a normal pullback and more like a liquidity-driven shakeout. When gold starts swinging $100 per minute and CME has to hike margins, that’s not fundamentals talking — that’s leverage being forcefully unwound. Once liquidity dries up, even the strongest narratives get punished first. The Kevin Warsh factor matters here. A hawkish Fed Chair candidate immediately reprices the entire rate and USD path, and gold is extremely sensitive to that shift. I don’t fully buy a 60% crash scenario, but I do agree with Cathie Wood on one thing: this rally went parabolic, and parabolic moves don’t correct gently. For now, I’m not rushing to catch the knife. The $5,000 level is critical — if it stabilizes with volume and volatility cools, that’s a different con

From my view, Microsoft’s $Microsoft(MSFT)$ drop looks like a valuation reset rather than a broken business. Azure is still growing at a very high level, but the market owned MSFT for acceleration, not deceleration. I’d be cautious but constructive — $400 feels like a reasonable first entry, though I’d scale in slowly rather than go all-in. Meta $Meta Platforms, Inc.(META)$ is the clearest winner for me. The +10% move is supported by real ad re-acceleration and visible AI-driven efficiency gains. I wouldn’t chase after a vertical rally, but on consolidation or pullbacks, this still looks like a stock you want to own. Apple $Apple(AAPL)$ delivered objectivel

2026, matching the query's description closely. Spot gold reached a record high of approximately $5,594–$5,608/oz (Thursday/Jan 29), then plunged as much as 8% intraday on Friday (Jan 30), briefly dipping below $5,000 (lows around $4,941–$4,957), with swings exceeding $100 in short periods amid thin liquidity and profit-taking. Silver was even more dramatic: record highs near $120–$122/oz, followed by drops of 10–17% (briefly below $100, lows ~$95), with massive intraday ranges and futures gaps. The primary trigger was President Trump's nomination of Kevin Warsh (former Fed governor, 2006–2011) as Fed Chair to succeed Jerome Powell (term ends May 2026; requires Senate confirmation). Markets interpreted Warsh as relatively hawkish: historically inflation-focused (favored tighter policy/ra

Starting to see $TSLA fading with price off the highs so far today. So far, our H1 2026 re-accumulation phase is playing out with shares down over 15% from the 2025 highs. This is why we prefer to have realistic expectations for Tesla on a near term basis. Our long term view (5 years+) on Tesla is very bullish and we firmly see TSLA becoming the largest company in the world once Robotaxi and Optimus scales. That won’t happen overnight and it will take time. The hard part is being patient and waiting for Tesla to reach escape velocity. Once Tesla reaches escape velocity in Robotaxi and especially in Optimus, shares will rerate higher, making TSLA a multi deca trillion company in the 2030s. TSLA at a $1.4T market is cheap when looking at long term earnings potential from monetizing real worl

$Micron Technology(MU)$  $SanDisk Corp.(SNDK)$   Markets in early 2026 are split between AI-driven growth trades (semiconductor/memory) and defensive hedges (gold) amid geopolitical risk and uneven global growth, with consensus seeing opportunities in both depending on risk tolerance and time horizon Although the Micron Technology (MU) fab expansion in Singapore signals long-term bullishness for NAND demand, investors remain cautious about short-term capex intensity and cycle timing MU is viewed as a diversified all-rounder core holding for AI infrastructure, whereas SanDisk Corp (SNDK) is a high-momentum stock favored for storage but sensitive to valuation and cycle shifts Memory stocks offe

$UnitedHealth(UNH)$   Congressional stock trades often attract attention, notably when high-profile lawmakers, like Nancy Pelosi, adjust holdings ahead of volatility; the recent exit from UnitedHealth Group (UNH) reignited debate if such trades signal market trends or reflect opportunistic timing Due to delayed disclosures, congressional trades often lack full context, including hedges, options, or portfolio shifts; a sale could signal profit-taking or reallocation rather than a bearish stance Recent UNH sale preceded a sharp sell-off, driven by weak guidance, regulatory pressure, and Medicare Advantage issues, pushing stock down。。。 UNH trades at lower valuations than usual, with some analysts seeing it as discounted due to long-term cash