To The Moon

Estée Lauder (EL) has completed a major bullish cycle within wave (III), which topped near 374.20. The structure within this advance shows a clear five-wave sequence, with wave I extending strongly and driving the broader trend higher. This type of extension often reflects strong momentum and institutional participation during the impulsive phase. After completing wave (III), the stock entered a deep corrective phase in wave (IV). This pullback unfolded as a complex W-X-Y-X-Z structure and found support near 48.37. The decline corrected a large portion of the prior advance, but it maintained the overall bullish structure on the higher time frame. Price has now turned higher from this low, suggesting that the correction has likely completed. From the wave (IV) low, the market has alrea

Hey folks, hope everyone's portfolio is holding up as we kick off Q2 in 2026. With all the noise around AI power demands, green energy ramps, central bank moves, and lingering geopolitics, commodities are staying front and center. After a wild ride in 2025 (hello, record runs in metals), the back half of this year looks like it could reward the patient ones who focus on structural trends over short-term noise.I'm not calling for a massive commodity supercycle blow-off, but a few names stand out as worth watching (and maybe positioning in) through December. Here's my semi-casual take based on the latest analyst chatter from the big banks and research houses—no crystal ball, just the setups that keep popping up. Gold (and Silver as the leveraged sidekick) – Still the safe-haven kingsPrecious

1. Dead cat bounce or start of Q2 rally? Short answer: Most analysts think this is still a technical bounce, not a confirmed new bull leg yet. Recent analysis suggests the Nasdaq rebound looks more like an oversold bounce than a fundamental turnaround, because the macro risks (oil, war, Fed) have not fully resolved yet.  However, the broader market is now trading around 12% below fair value, meaning valuations are becoming attractive after the Q1 selloff.  So the likely scenario: Short term: volatile rallies and drops Q2 direction depends on earnings (mid April) and war/oil If earnings OK → Q2 recovery If guidance weak → another leg down My view: This is probably relief rally / oversold bounce first, then market decides direction after earnings. --- 2. Oil at $104 – Inflation gho

The portfolio saw a decline of SGD 26,000 this month, representing a 4.5% loss. Despite this monthly setback, year-to-date dividends have accumulated to SGD 13,000. Market volatility in March was driven largely by escalating conflicts between the US and Iran. I viewed this as an opportunity and increased my positions during the downturn. Following a review of the 2025 financial results, I remain generally satisfied; my portfolio holdings showed high resilience with minimal changes following the earnings announcements. $NikkoAM-STC Asia REIT(CFA.SI)$  $BOC HONG KONG(02388)$   $BABA-W(09988)$  

Today’s rebound in the KOSPI Index stands out, especially with export data confirming stronger demand. The rally led by Samsung Electronics and SK Hynix reinforces my view that semiconductors remain the core driver of Korea’s market. I wouldn’t chase aggressively yet, but if geopolitical risks ease, I’d consider gradual exposure. Broad ETFs like $iShares MSCI South Korea ETF(EWY)$ or $Franklin FTSE South Korea ETF(FLKR)$ make more sense to me, while I’d

March has been rough for the Singapore market, but the divergence stands out. While many sectors sold off, $AEM SGD(AWX.SI)$ , $ST Engineering(S63.SI)$ and $Keppel(BN4.SI)$ moved higher — showing the market is rotating into names with strong earnings visibility and structural themes. For me, AEM is the most interesting but also the most speculative. The AI/HPC shift and cash flow recovery are real positives, but the sharp rally already prices in a lot, so I’d be cautious chasing here. ST Engineering (S63.SI) and Keppel Corporation (BN4.SI) feel more stable. ST Engineering has strong order visibility but looks fully valued, while Keppel’s data center a

March felt like a regime shift — when the $NASDAQ(.IXIC)$ , $S&P 500(.SPX)$ , and even Gold all sold off together, it showed liquidity was driving markets more than fundamentals. Oil and inflation fears quickly flipped expectations back to “higher for longer.” My Q1 performance was decent, but mainly driven by risk control. It was a reminder that diversification doesn’t always protect you in these environments. During the selloff, I stayed disciplined — trimmed some crowded AI exposure and held more cash, but didn’t panic. To me, this felt more like a positioning unwind than a true fundamental breakdown. Preserving capital mattered more than chasing short-term rebounds. For April, I don’t think th

This rally in the $S&P 500(.SPX)$ and NASDAQ Composite Index looks strong, but I’m not convinced it’s a true bottom. It feels more driven by easing tensions than fundamentals, so I’d be cautious chasing. Volatility is still elevated, and any flare-up in geopolitics or hawkish signals from the Fed could quickly reverse gains. The bigger shift is in AI — stocks like $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ now need to prove real monetization, not just hype. I still trust NVIDIA the most near term given its

Q1 2026 saw the U.S. stock market posted a loss because of the uncertainty driven by the Iran war, the unclear future of software stocks, and inflation. Luckily for Tiger friends and me that are long-term investors, our stocks took a beating but are still standing. We will stay invested looking forward to April. History has proven the stock market always recovered with higher returns. The Big Tech stocks are beginning to recover meteorically. Multiple short-term positive factors such as the ease in Iran war is giving the market a breather. Now is not yet the time to blindly go all in. I believe in strictly control positions, anchor to fundamentals, and respond flexibly according to different scenarios. The fun bit: We might see the world’s first trillionaire soon in 2026. Thanks

$Beyond Meat, Inc.(BYND)$ $Opendoor Technologies Inc(OPEN)$  $GameStop(GME)$  📉📊🥩 Beyond Meat $BYND: Structural Demand Destruction Meets Margin Collapse as Narrative Diverges from Reality 🥩📊📉 The core issue is not a difficult quarter. It is a multi-year breakdown in demand durability colliding with a business model that was built for scale that never fully materialised. The revenue curve makes this unambiguous. Peak adoption occurred during the 2020–2021 window, followed by a steady and persistent decline. That trajectory predates any recent societal or political narrative, which immediately weakens the credibility of external attribution. 👉❓ I

🌟🌟🌟March was supposed to be the month of dour faces and checking our portfolios with one eye closed.  But then there are $AEM SGD(AWX.SI)$ $ST Engineering(S63.SI)$ and $Keppel(BN4.SI)$ , acting like they did not know that the market was having a meltdown. AEM is having a party, surging over 90% because it finally realised that AI is the magic word that makes investors excited and throw money at it. ST Engineering is sitting on a SGD 32 billion order book, which is more sec

$ProShares UltraPro QQQ(TQQQ)$ $ProShares UltraPro QQQ(TQQQ)$ $ProShares UltraPro QQQ(TQQQ)$ $ProShares UltraPro QQQ(TQQQ)$  今次以43元作為起跑綫。。。 我持續買入TQQQ的理由（終極修訂） 一、核心論點：十六年分割八次的「隱性股皇」 坊間有一種說法：這類三倍槓桿ETF波動太大，只適合短線操作，不宜長期持有。 我曾經也篤信這個說法，直到完成一項研究後，發現了一個驚人的事實：一眾專家不斷看淡、不鼓勵客戶長揸的TQQQ，竟然比相對穩健的QQQ更值得長期持有。 我在以下數篇文章中詳細記錄了這一發現，供有興趣的朋友參考： - [《十六年分割八次的隱性股皇：TQQQ》](ttm.financial/post/5...) - [《百子千孫論TQQQ》](ttm.financial/post/5...) - [《誰說TQQQ不宜長期持有？——從八次分割數據，透視這隻「隱性股皇」的長期價值》](ttm.financial/post/5...) TQQQ的五大核心問題詳解 https://tigr.link/s/10F85Ry 要投資TQQQ失敗，其實並不容易 https://tigr.link/s/70F85WG （ProShares UltraPro QQQ）與其底層指數ETF——QQQ

‌$ProShares Ultra Silver(AGQ)$  ‌‌ ‌Strange patterns have been seen these past few weeks. Silver stocks price collapses at overnight trading times, only to reverse spectacularly at market open. Today we are seeing this again and if the pattern repeats, we may be facing an opportunity. A GOLDEN opportunity, dare I say. But even disregarding day-trading patterns, Silver is a rare commodity that is in great demand by many industries. Particularly the electronic industries where the AI naratives have been fueling the record bull runs. So, whether you are a day-trader or a long term investor, I would put money in Silver. Especialy now before the market opens today...... 

Oil is back in focus after Donald Trump hinted at possible military escalation, pushing Brent crude back above $100. Oil stocks and ETFs reacted sharply, with names like Devon $Devon(DVN)$ and $ProShares Ultra Bloomberg Crude Oil(UCO)$ moving higher. My stock in focus today will be oil plays, as this setup favors short-term momentum. At the same time, storage and semiconductor names such as $Micron Technology(MU)$ and $Western Digital(WDC)$ pulled back, s

Today’s Market Message: Hope Is Gone, Fear Is Back Just one day can change everything in the market. After a brief wave of optimism earlier this week, global markets have turned defensive again. The reason is simple. Investors were hoping that the Iran conflict was moving toward de escalation, but the latest developments have crushed that narrative. Oil prices have surged sharply, equities are under pressure again, and markets are now preparing for a longer period of uncertainty rather than a quick return to calm.  This is now becoming the key market story. It is no longer just about geopolitics. It is about what higher oil prices could do to inflation, business costs, consumer sentiment and central bank policy. That is why today’s market environment feels so dangerous. When oil rises bec

$ProShares Ultra Silver(AGQ)$   Taco-bell Trump is messing the global market massively. Never before in history has one single person's irrational and irresponsible behaviour done so much damage.  But when the dust settles, and calm returns, the retail investors will be rushing to pick up gems that are being discarded. However, in today's sophisticated market, the big players are manipulating the situation and have already been reaping those gems.  I am specially see this with Silver. Almost daily, during the overnight blueocean market, Silver stocks plunge. But again almost daily when the actual market reopens, we see the proces shoots higher. The big players can do this easily because the overnight market has low liquidit