To The Moon

🌟🌟🌟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

This episode has many capitulation characteristics, but it is not yet a high-confidence macro bottom. What argues for a tradable bounce. The scale and speed of liquidations, $1.7B wiped out in a day with hundreds of thousands of forced exits, is typical of late-stage deleveraging. When leverage is flushed this aggressively, short-term selling pressure often exhausts itself. The rebound toward the mid-$60k range fits a mechanical reset narrative rather than renewed speculation. From a tactical perspective, this increases the odds of a counter-trend rally over days to a few weeks. What argues against a durable bottom. This was not an idiosyncratic crypto shock. It coincided with broad risk aversion across equities, rates, and commodities. In macro-driven drawdowns, Bitcoin rarely bottoms bef

$Amazon.com(AMZN)$  A sustained move to $200 would require a material narrative break, not just capex anxiety. On current evidence, that looks unlikely without a broader market drawdown. Why the downside is limited. AWS accelerating to 24% growth, alongside disclosed $10B+ annualised revenue from Trainium and Graviton, reinforces that Amazon is not spending blindly. This is strategic capex aimed at controlling AI unit economics long term. Investors may dislike the near-term free cash flow collapse, but the market has historically tolerated negative FCF when AWS growth reaccelerates. What is pressuring the stock. The issue is timing mismatch. Capex is front-loaded while monetisation lags. A 50% YoY capex guide for 2026, well above consensus, c

AI capex is now non-optional, but monetisation will not be evenly shared. Most bullish post-earnings. Microsoft stands out. It has the clearest monetisation flywheel: Azure usage, Copilot attach rates, and pricing power embedded in existing enterprise spend. Heavy capex, but returns are visible and recurring. Structural winner. NVIDIA remains the toll collector. Even as growth normalises, its ecosystem ensures it captures value regardless of which hyperscaler wins share. Amazon. Strategically sound, tactically messy. Amazon is investing for unit economics control, but monetisation lags capex. Prefer on pullbacks, not strength. Apple at current levels. Apple is a hold, not a bottom-fish. Strong balance sheet and buybacks limit downside, but AI monetisation remains indirect. Bottom line. AI

$Strategy(MSTR)$   Disclaimer. I am a MRTC bear. Bear that in mind. Re-posting this article which reinforces my belief. And adding to this that the article was posted before last night's bounce. Bitcoin is now at $70k. But still do note that even after the bounce, Bitcoin is still below MRTC's Bitcoin breakeven price of $76k. Which means the next quarter report will show even larger loss for MRTC. "Strategy   MSTR ▲26.11%  and its executive chairman, Michael Saylor, are facing their most difficult financial test yet as the company’s Bitcoin-centered business model hits a major wall. The firm reported a staggering $12.4 billion net loss for the fourth quarter on Thursday, a direct result of the sharp decline in the va