To The Moon

At $200, Nvidia is not an obvious “sell” level. It is a psychological checkpoint, not a fundamental ceiling. Why strength can persist Taiwan Semiconductor Manufacturing Company just validated AI/HPC demand (>60% mix), which directly feeds NVDA’s backlog visibility. NVDA still enjoys software lock-in (CUDA) + ecosystem dominance, which keeps pricing power intact. Supply remains tight in advanced packaging and HBM, supporting elevated margins. But why $200 matters It is a crowded narrative trade. Expectations are extremely high. Any sign of slowing hyperscaler capex or margin compression can trigger sharp profit-taking. Post-earnings IV crush and positioning unwinds can cause fast pullbacks even in uptrends. Practical stance If you are trading: trimming near $200 is rational, then redeplo

Short answer: TPU gains help, but adoption of Gemini Enterprise is what will move the needle. 1) What Google is doing right Splitting TPU into training (8t) and inference (8i) is a mature move. It targets the real bottleneck now: cost per token at scale. If 8i materially lowers inference cost, Google Cloud becomes more competitive versus Nvidia-based stacks, especially for steady enterprise workloads. 2) Why TPU share alone is not enough TPUs are largely captive to Google Cloud. Unlike Nvidia’s ecosystem, they do not define the broader industry standard. Even with better pricing, switching costs + developer familiarity still favour CUDA ecosystems. 3) Where the real battle sits The app layer: Gemini Enterprise vs OpenAI / Anthropic. Enterprises care less about chips, more about workflow in

🌟🌟 NVIDIA $NVIDIA(NVDA)$ CUDA moat has remained largely intact.  This is due to the fact it has over 4 million registered developers & 40,000 organisations.  CUDA is at the forefront of AI development. Most developers are trained on CUDA & its documentation & community support are 10x to 20x larger than any alternative. CUDA has a flywheel which CEO Jensen Huang describes as a seif sustaining cycle where a massive installed ba

🌟 $Alphabet(GOOG)$ Google's advertising recovery is real & accelerating, moving beyond a simple low base effect.  The data  from late 2025 & early 2026 shows a fundamental structural re-acceleration driven by AI enhanced search and YouTube's massive scale. In Q4 2025, Google's ad revenue jumped 14% YoY to USD 82.3 billion, marking the strongest quarter in its history.  This has followed a steady acceleration throughout the year - from 8.5% in Q1 25 to 14% in Q4, suggesting that the growth is sustained rather than a one time bounce. Google's 2025 annual revenue surpassed USD 400 billion for the first time, with search ad rev

$Singtel(Z74.SI)$  $6 Target Price    Singtel is a telco company that has long-term strategic focuses in digital services and regional connectivity, by focusing growth in its regional digital banks (like Trust Bank) and expansion in data center and 5G network capabilities. Detailed Analysis of Singtel Growth Catalysts: 1. Strategic Expansion into Artificial Intelligence (AI) The most significant forward-looking catalyst is Singtel's aggressive move to integrate AI into its core operations and

$Sing Inv & Fin(S35.SI)$ 2.2 Target Price.  The primary catalysts for Sing Investments & Finance's (S35.SI) growth are the structural expansion of its Net Interest Margin (NIM) driven by disciplined deposit pricing, sustained loan book growth within its niche SME segment, and a robust capital position supporting consistent dividend payouts, although future margin pressure from rising deposit costs in late 2026 pres

💪Sembcorp Industries $Sembcorp Ind(U96.SI)$ shares have staged a strong recovery from its recent lows and is now testing the key $7.00 resistance level, a crucial zone that could determine its next directional move. Supported by SGX Academy Trainer Joey Choy’s unique trading indicator and strengthening momentum, a successful breakout above this level could open the path toward new highs. 👀Read up on where this potential new high could be *Joey’s view does not represent that of Macquarie’s Executive Summary Sembcorp Industries has staged a strong recovery from its recent lows and is now testing the key $7.00 resistance level, a crucial zone that could determine its next directional move.  Supported by consecutive 1GT Bullish signals and

Several names across energy, defense, solar, semiconductors, and consumer sectors are showing constructive setups after strong moves. With smart money zones holding and bullish cycles intact, the focus now shifts to whether these stocks can extend gains or build new bases for the next leg higher. 1. $Devon(DVN)$ $DVN tapped the Smart Money Zone and held. Calls are up about 117% from entry. Now I’m watching to see if price can work into the gap near 50. 2. $Lockheed Martin(LMT)$ Watching $LMT over the next couple weeks. Monthly BX is in a bull cycle and price is pulling back into the discount zone. In most cases, this is where we see price base and then push to higher highs within about 9–12 days, if the zon

Markets are showing early signs of stabilization, with key indices holding support and momentum indicators turning constructive. While short-term consolidation may emerge, leadership strength and improving technical signals suggest the groundwork for a potential upside continuation—especially with earnings acting as the next major catalyst. 1. $S&P 500(.SPX)$ The gap at 7,051 served well as support. While today’s move was tech-driven and price action felt indecisive excluding the $Defiance Large Cap ex-Mag 7 ETF(XMAG)$ giants, this does not imply a lack of conviction. These leaders are bouncing and could fuel the move heading into next week’s earnings. $Cboe Volat

There's a unique satisfaction in having your capital generate returns even when you aren't actively working. Warren Buffett serves as a classic illustration, having accumulated immense wealth through long-term investments in high-quality businesses. Nevertheless, a stock issuing dividends does not automatically qualify it for inclusion in your investment portfolio. The most desirable income-producing equities combine appealing dividend distributions with a sturdy financial buffer capable of weathering unforeseen downturns. Listed below are four Singapore-listed stocks that can aid in constructing a reliable passive income stream, even during market volatility. The True Significance of "Earning While You Sleep" Dividend stocks represent ownership in companies that return a share of their pr