To The Moon

Last week felt like a relief rally, with the SPX and Nasdaq snapping their losing streak. But oil at $112 and rising gold prices tell me this isn’t a clean risk-on move—geopolitical risks are still driving part of the market. I’m seeing a split underneath the surface. Tech and AI names like $Taiwan Semiconductor Manufacturing(TSM)$ and $APPLIED DIGITAL CORP(APLD)$ remain strong, while consumer names like $Nike(NKE)$ show demand weakness. EVs are mixed too—$NIO Inc.(NIO)$ is strong, but $Tesla Motors(TSLA)$ is still under pressure, which I’m watching closely. In Asia, the tone looks more defensive, with flows into banks, utilities, and commodities supporting indices like the $Straits Times Index(STI.SI)$. This week, I’m focused on inflation data and the FOMC minutes—because if inflation st

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My stock in focus today is $UnitedHealth(UNH)$ , as the latest Medicare Advantage update came in much stronger than expected, driving a sharp rebound in insurers. What was initially a near-flat proposal is now roughly a ~5% total increase after risk adjustments—a clear positive surprise that lifts sentiment. This kind of policy support is something the market had not been pricing in. This is important as it improves earnings visibility and margin outlook into 2027. The additional $13 billion in payments shows recognition of rising medical costs, while the pause in risk model changes adds stability for insurers to plan ahead. Overall, this looks like a relief rally with fundamental backing. For UNH, it reinforces its role as a defensive compounder

Why Samsung's Big Q1 Surprise Matters for Storage Stocks Key Takeaways – Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.  – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.  – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade.  – The big risk is simple: storage is still a cyclical industry, so strong pricing today can turn into demand damage or oversupply later if AI spending slows or custome

Micron Jumps, $11M Options Trade Says This Move Isn't Over  Against a backdrop of ongoing Middle East tensions and elevated oil price volatility, the broader market remains in a “high uncertainty + high volatility” regime, with risk appetite yet to fully recover. Within this environment, however, structural opportunities are beginning to emerge in the tech sector—particularly in storage. Following the demand shock triggered by $Alphabet(GOOG)$   $Alphabet(GOOGL)$  's TurboQuant, which raised concerns about reduced memory needs, the sector has rebounded for several consecutive sessions, entering a typical "expectation repair

$Tesla Motors(TSLA)$ quite the profit 

$AML3D LTD(AL3.AU)$ The 🐯 system appears to be iPad unfriendly lately. It has been challenging to type in. I did a post last week but you will notice there's no input, except sharing my winnings image. It was not intended but I could type anything, so had just simply released without commentary.  It happens again but I have decided to abandon my last sharing in order to share the background of the images. I had flagged this 3D printing company a couple of times in the past. It was beaten down in the earlier part of the year, given no announcement from the company. I continue to believe in the management to deliver its promise. Given the changing defence landscapein both US and beyond, I believe now of all times, new defence leaders wou

$Advanced Micro Devices(AMD)$  wait for Monday market open then you will know! $NVIDIA(NVDA)$   same for this! Sure fly again later on! Let's wait and let's see!

$Alphabet(GOOG)$ Alphabet Inc. (GOOG) presents a mixed investment profile characterized by strong profitability and a dominant market position, but faces headwinds from elevated valuations and recent capital outflow pressures. Alphabet (GOOG) remains a financially robust giant with exceptional profitability metrics and overwhelming analyst support, but its current valuation appears stretched relative to its own history, and recent trading patterns show signs of institutional selling pressure.

$NVIDIA(NVDA)$   If the war is ending soon, where will the stock go? Will it be up or down or sideway? 

$Advanced Micro Devices(AMD)$  lets go! No market but sure rise later! Because I saw $iShares Bitcoin Trust(IBIT)$   is rising now! This is good signal for us! Let's see what will happen later on! 

$Sea Ltd(SE)$ Sharing for coins. Sea Ltd has been droping from $196 since Sep 2025...[Cry]  

$Taiwan Semiconductor Manufacturing(TSM)$   The current market volatility presents opportunity. TSM is at a support region (blue lines) if it continues to stay within the range, it will be a good runway for future upside. However, given the macro market is largely driven by conflict and US policy changes, there is also a likely hood of further correction. If that's the case, the white lines would be a good entry point for long term portfolio accumulation. 

$DBS(D05.SI)$ DBS Group Holdings (SGX: D05) emerges as the clear leader among Singapore’s Big Three banks for long-term investors. As of early April 2026, DBS commands the largest market cap, highest profitability, and superior shareholder returns compared to OCBC (O39) and UOB (U11). In FY2025, DBS delivered S$11.03 billion net profit—far ahead of OCBC’s S$7.42 billion and UOB’s S$4.68 billion. Its return on equity (ROE) consistently exceeds 16%, outpacing OCBC and UOB’s 11-13% range, thanks to efficient operations and a low cost-to-income ratio. Wealth management fees surged, providing resilient non-interest income that cushions net interest margin (NIM) pressure from lower rates. Dividend leadership seals DBS’s edge. It guides S$3.24 annuali

$NIO Inc.(NIO)$ When will it hit $7?🤔