To The Moon

$AMD 20260227 260.0 CALL$ Tesla really roller coaster. 

$DBS(D05.SI)$ DBS Group Holdings, Southeast Asia's largest bank by assets, stands out as a compelling investment amid regional economic recovery and moderating interest rates. In 2025, DBS delivered stellar results, with shares surging 28.2% to hit all-time highs near S$60, driven by record net profits and resilient operations.6ba4a4 Entering 2026, its fundamentals remain robust, positioning it for sustained outperformance. Financially, DBS reported Q3 2025 total income of S$5.93 billion (up 3% YoY), bolstered by S$50 billion in deposit growth and a stable net interest margin (NIM) of 1.96% through effective hedging.21c7f4 Non-performing loans stayed low at 1.0%, reflecting prudent underwriting and high asset quality. Critically, diversificatio

My stock in focus today is $Amazon.com(AMZN)$ , after its sharp pullback following earnings. The selloff was driven mainly by sticker shock over capex, with Amazon guiding for a >50% jump in AI-related spending, while Q1 profit guidance came in below expectations. Investors are clearly uneasy about the rising cost of the AI arms race. Still, the core business remains healthy. AWS grew 24%, its fastest pace in over three years, and continues to generate over 60% of operating profit. Heavy investments in AI infrastructure and in-house chips are weighing on near-term margins, but they reinforce Amazon’s long-term cloud leadership. This reaction highlights Wall Street’s shifting stance: AI spending must now deliver visible returns. In my view, th

DBS $DBS(D05.SI)$ is my stock in focus going into next week’s results, and I remain confidently bullish. With the share price just below the S$60 psychological level, I see the upcoming earnings as a catalyst rather than a hurdle. DBS has clearly established itself as the sector alpha, and the market is looking for confirmation—not perfection. My confidence comes from the improving earnings mix. Net interest margins appear close to a bottom, while wealth management continues to drive higher-quality, fee-based growth. This strengthens the case that DBS is evolving beyond a pure rate-cycle play into a more resilient earnings compounder. On top of that, dividend certainty provides strong downside support. Higher payouts and buybacks continue to at

For me, this tech rout boils down to capex anxiety. The AI opportunity is real, but spending has clearly run ahead of near-term monetization, and the market is pushing back—especially with high valuations and a broader risk-off tone. This isn’t a rejection of AI, but a demand for clearer returns on capital. After earnings, I’m still more constructive on the cloud providers. Amazon, Google, and Microsoft are spending heavily, but their capex is backed by real enterprise demand and helps build durable moats. Among them, I lean toward Amazon—the scale of spending is extreme, but it reinforces long-term leadership despite short-term margin pressure. I wouldn’t chase Apple after its strong relative outperformance. Apple looks like a defensive winner in this phase, but not the best risk-reward.

$Taiwan Semiconductor Manufacturing(TSM)$  very strong. Not much movement even though stock market falls

🌟🌟🌟The stage is set for a historic Monday on February 9 2026 for $DBS(D05.SI)$    As the undisputed Alpha of Singapore banking prepares to unveil its latest earnings report, the market is holding its breath.  We are not just looking at a balance sheet, we are witnessing the evolution of a financial fortress that has redefined global excellence. Is SGD 60 the ceiling? Or are we standing on the edge of a new launchpad to SGD 70? Why JPMorgan Set A SGD 70 Target  The smart money is aiming for the sky.  JPMorgan analysts Harsh Wareham Modi and Daniel Tan maintained a conviction price target of SGD 70.00, an upside potential of 18% in their recent reports.  Their bullish stance is buil

$ASML Holding NV(ASML)$ one of the only stocks I had profit last week. this One definitely worth holding to. Not too late to buy some if you haven't got any! 

$PDD Holdings Inc(PDD)$ I am topping up $PDD Holdings Inc(PDD)$ . With ROE over 30%.. just a matter of time for it to reach $120 again! 

$Amazon.com(AMZN)$  Bullish on Amazon stock up 64% buying more at these prices I have price target of $360 by year's end 

The bears got absolutely steamrolled today. 😈 U.S. stocks came roaring back with a vengeance — all three major indices closed up more than 1%, while the Nasdaq surged nearly 2% as Big Tech flexed hard. Nvidia, Apple, Microsoft, and the Magnificent Seven crew led the charge, reminding everyone who still runs this market. 📈💪 Risk appetite didn’t just return — it flooded every corner: 🥇 Spot gold blasted +3.2%, pushing fresh highs 🥈 Silver went full rocket mode with +7.4% 🪙 Bitcoin reclaimed $68,000 after dipping under $61,000 earlier this week — a 12%+ swing in days Altcoins and meme tokens joined the party, Solana +9%, Ethereum +8% Commodities, equities, crypto — everything risk-related caught massive bids at the same time. That kind of synchronized move usually screams liquidity is back

Anthropic just flipped the script on the software world with its release of 11 game-changing plugins for Claude Cowork on January 30, sparking a brutal selloff that erased $285 billion across software, finance, and asset management stocks in a single session. This isn't your typical model upgrade – these tools dive straight into full workflows like financial modeling, legal research, and sales operations, bypassing APIs to own the application layer outright. Bloomberg's data paints the carnage: Goldman's software basket plunged 6% in its worst drop since April, the financial services index tanked 7%, and Nasdaq dipped 2.4% at its low. Wall Street's dubbing it the “SaaSpocalypse,” as foundation model giants like Anthropic shift from enablers to dominators, threatening markets built on autom

This looks less like a clean risk-on regime shift and more like a classic post-deleveraging reflex rally. Equities. The breadth and magnitude of the rebound suggest forced selling has largely run its course for now. Big Tech leadership points to short covering and systematic re-risking rather than fresh conviction. A true risk-on turn would normally be accompanied by stabilising real yields and follow-through volume over several sessions. Precious metals. Gold and silver rising alongside equities is not a textbook “liquidity flood” signal. Instead, it is consistent with a rebound after margin-driven liquidation. Silver’s outsized move, in particular, reflects how violently it was sold into previously. This behaviour aligns more with volatility normalisation than renewed risk confidence. Cr