To The Moon

$ComfortDelGro(C52.SI)$    ComfortDelGro AGM - AGM is being held at Sands Expo and Convention Centre today 24 April 10 AM level 3. On the way now. The lunch will be served at 11.50Aam. Cash flow is healthy. 868.4m cash on hands. EPS is up 9.4% to 10.63 cents. Yearly dividend is up 9.4% to 8.5 cents. Payout Ratio of 80%. Here is a snapshot of the income statement. Total Revenue growed more than 5b.Global presents 13 countries. AGM just started! The Chairman Mr. Mark Christopher and CEO Mr. Cheng Siak Kian is introducing the mgmt team. The bento set meal is delicious! ComfortDelGro - Finally, she is back above 1.50, looking gd! She is trading at 1.51, likely to rise up to test 1.56 and above! Beyond 1.56, she may rise further higher towa

Is Tesla A Buy With Cybercab Scaled Production? 🌟🌟🌟 The current outlook for Tesla $Tesla Motors(TSLA)$  valuation rests on 2 high stakes pivots occuring in April 2026: the successful industrialisation of the Cybercab and the expansion of FSD into new global markets. Cybercab Production Scalability  The Cybercab has officially transitioned from prototype to pilot production at Giga Texas as of February 2026. Current Status: Continuous output began in April 2026.  Initial volume is in the hundreds per week. The Ramp Window: CEO Elon Musk has warned the ramp will follow an agonising slow S Curve. What is the S Curve? This is a 3 stage journey that looks like a stretched out letter S: The Launch Point

I Paid $8,500 To Stay In The Rally. Here's Why. Last week I wrote about how the portfolio is built to work regardless of whether 7000 is a bull run or a blow-off top. Three strategies, three different market conditions, same portfolio. This week the market tested that. And I want to show you exactly what happened — the good, the bad, and the $19,000 loss I took on purpose. What Actually Happened MARA ripped past $11.80. SPY kept grinding above $700. Both moves blew straight through my short call strikes. On MARA I had 80 contracts of $11 covered calls expiring April 17. When the stock pushed through $11 and kept going, those calls went deep in the money. I had a choice — let them get assigned and lose my shares at $11, or roll them up to higher strikes and pay the difference. I rolled. Cos

$Intel(INTC)$  Intel Surges 20% on AI "Agentic" Boom — Is $100 the Next Stop or the Top? ​Intel just dropped a bombshell Q1 2026 earnings report, crushing Wall Street expectations and sending the stock rocketing past the $82 level. For the first time in half a decade, Intel is flashing serious profitability metrics and signaling that product competitiveness is actually recovering. ​The narrative is shifting violently: this isn’t just a "dead money" value play anymore. With CPU scarcity taking center stage and "agentic AI" driving an unexpected server upgrade cycle, the market is suddenly whispering about a realistic $100 price target. But is this a structural turnaround, or just a temporary supply-shock sugar high? Let’s break down the trade.

Palantir Dives 7% on ServiceNow’s Bloodbath — Is the SaaS Rally Officially Dead? A brutal reality check just hit the software sector. ServiceNow (NOW) cratered 20% on shockingly weak guidance, sending violent shockwaves through the market and dragging Palantir (PLTR) down 7% in sympathy. The narrative has shifted overnight: the relief we saw in tech over the past week is evaporating. As Morgan Stanley’s trading desk recently highlighted, the 8-day SaaS rally was driven heavily by tactical short-covering, not fundamental buying. With the shorts done covering and NOW sounding the alarm on enterprise spending, the market is suddenly asking: is this a healthy reset, or the start of a much darker tech drawdown? 1️⃣ The ServiceNow Contagion: IT Budgets Under Fire ServiceNow is widely considered

TSLA Breaks $380 as Cybercab Production Starts — Is Regulatory Fear Killing the Premium? Tesla (TSLA) slipped another 3.56% on Thursday, extending its painful post-earnings bleed and slicing right through the critical $380 support level. Ironically, this aggressive selling pressure is happening exactly as trial production for the highly anticipated Cybercab officially commences. Why is the market dumping shares on what should be a massive fundamental milestone? The narrative is shifting violently from engineering triumphs to legal roadblocks. The autonomous driving premium that has kept Tesla's valuation in the stratosphere is suddenly under severe threat. Let’s break down the trade and the shifting risk profile. 1️⃣ The Cybercab Disconnect: Selling the News Retail investors have been wait

$Microsoft(MSFT)$  MSFT Earnings Showdown: Will Copilot Finally Prove AI is a Cash Machine? ​Microsoft shares are staging a vicious, sustained rebound heading into their Q3 earnings, fueled heavily by Morgan Stanley’s aggressively bullish channel checks. With Azure growth projected in the high-30s on a constant-currency basis, the narrative is officially shifting from "AI infrastructure spend" to "AI software monetization." ​This is the most critical earnings print of the season. After a choppy year-to-date performance, the market is no longer satisfied with just buying the hardware thesis. Wall Street is demanding hard proof that enterprise AI—specifically Copilot—is delivering actual ROI. Is Microsoft about to validate the entire AI softwar

GOOGL’s Two-Front War: Will the TPU 8 Split Finally Dethrone Nvidia and OpenAI? Google just drew a massive line in the silicon sand at Cloud Next 2026. By launching the 8th-gen TPU with a hard architectural split—the TPU 8t for heavy-duty training and the TPU 8i dedicated purely to inference—Google Cloud is aggressively attacking the most expensive bottlenecks in AI. Paired with a massive "Gemini Enterprise" rollout focused on AI agents, the narrative is suddenly shifting. The market is now forced into a high-stakes debate: is Google finally executing a masterstroke to undercut Nvidia on compute costs and rival OpenAI in the enterprise, or is this just another incredibly expensive game of catch-up? Let’s break down the implications for GOOGL’s valuation and the broader AI trade. 1️⃣ The "8

$Amazon.com(AMZN)$  AMZN Surges 20% on $100B Anthropic Mega-Deal — Is $300 Inevitable, or Is Nvidia Still King? Amazon (AMZN) just fired a multi-billion dollar bazooka in the AI infrastructure wars. By committing an immediate $5 billion to Anthropic—with the deal potentially scaling to $25 billion—Amazon has secured a staggering commitment: Anthropic will spend over $100 billion on AWS and AI infrastructure over the next decade. This headline sent shares jumping nearly 3% premarket, capping off a massive 20% surge this month. The narrative around Amazon is aggressively shifting from e-commerce margin recovery to undisputed AI foundation layer. But after such a violent melt-up, traders are asking: is this the catalyst that breaks AMZN toward t

Is THIS the Next SpaceX? 🚀🤯 Rocket Lab just blasted past $90 a share, and Wall Street is paying close attention! Think of the commercial space industry right now like trying to book a flight right before a holiday. SpaceX is the giant airline everyone knows, but regular investors can't buy their stock yet (they haven't gone public). Enter Rocket Lab. 🌌 Here is exactly why everyone is talking about this stock today: The Massive Waiting List: They just hit a $1.85 BILLION order backlog. Customers are practically begging for a ride to space, and the line is out the door! The "Launch Squeeze": There are way too many satellites that need to go up, and simply not enough rockets to take them. Rocket Lab is cashing in on this shortage. The Wall Street Target: The big suits at Stifel (a major inves

Did the AI Memory Bubble Just Pop? 💥😱 SanDisk stock has been on an absolute tear this year, up an insane 295%! But today, it took a sudden 5% dive, and Wall Street is starting to sweat. Think of the AI boom like a massive gold rush. SanDisk makes the "memory chips" (the digital brain power) that these new AI systems desperately need to function. Investors have been buying up this stock like it’s the only water in a desert! 🏜️ But here is why regular investors are suddenly getting nervous: Too Hot, Too Fast: Analysts are worried the stock price has grown way faster than the company's actual cash profits. It's like paying for a mansion before seeing the blueprints. The "Show Me" Moment: Investors are now demanding proof. They want to see massive sales numbers in the upcoming earnings report

Is THIS the Next Nvidia? 🤯🚀 AMD stock just smashed through the massive $300 ceiling, jumping almost 7% in a single day—and the whole tech world is watching! Think of the AI boom right now like a massive highway expansion. Nvidia has been the only company selling the heavy-duty bulldozers, and their stock went to the moon. But now? AMD is rolling up with their own fleet of slightly cheaper trucks, and buyers are lining up! 🚚💨 Here is exactly why this stock is exploding today: The Affordable Alternative: Companies are desperate to build AI, but Nvidia chips are expensive and hard to get. AMD is swooping in to supply the massive "middle market" that needs chips right now. The Ripple Effect: Other computer part companies (like Micron) are also surging today, proving the AI gold rush is still i

Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have. Tesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally. AMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. I personally like Nvidia and Taiwan semiconductor but for a busy

🌟🌟🌟 The recent 4.76% dip in SanDisk $SanDisk Corp.(SNDK)$ has many wondering if the memory mania is finally cooling or if this is just a momentary pause in an otherwise legendary run.  Despite this slip, SanDisk is up a staggering 295% YTD.  This is driven by an AI fueled supercycle that has fundamentally refrained data storage as a critical bottleneck for hyperscalers. The Supply - Demand Narrative : Can It Hold? The Inflection narrative remains a tug of war between structural demand and cyclical history : Persistent Shortage : AI data centers require massive enterprise SSDs for training clusters with some analysts predicting memory shortages that could last well into 2027. Pricing Power: NAND flash prices have seen 80 to 90% QoQ

This week marks the most anticipated synchronized earnings audit in recent memory. Microsoft, Meta, Amazon, Alphabet, and Apple drop results almost back-to-back, delivering the market’s first comprehensive look at whether the trillions in AI-related hype are finally translating into real returns. The five giants have collectively poured over $100 billion into AI infrastructure over the past two years — now comes the moment of truth on cloud acceleration, ad monetization efficiency, and whether capex is starting to pay off in margins. 😤 Two big battles dominate the narrative: Cloud growth supremacy (Azure vs AWS vs GCP) Advertising efficiency and ARPU leverage (Meta vs Google) Apple stands somewhat apart, with supply chain risks and the John Ternus CEO transition adding standalone uncertai

The rapid ascent of AI has sparked a growing sense of disillusionment and genuine anxiety. While the fear of displacement is palpable, there is little consensus on how to prepare before the labor market fundamentally shifts. As global populations rise alongside leaps in efficiency, both white-collar and blue-collar roles are being squeezed by robotics and automation, intensifying the competition for a shrinking pool of traditional jobs. ​This technological shift is colliding with a mounting financial crisis. In markets like Singapore, the pursuit of high-priced real estate—with HDB flats increasingly hitting the million-dollar mark—is draining savings meant for long-term security.  Should retrenchment become the new norm, many households will find themselves precariously overleveraged

Today my stock in focus is $Qualcomm(QCOM)$ , driven by news that OpenAI is collaborating with MediaTek & $Luxshare Precision Industry Co., Ltd.(91221)$ on a new generation of AI-focused smartphones. The concept of an “AI agent phone” — shifting from apps to intent-driven assistants — suggests a potential platform reset. What stands out to me is how this elevates the role of chips. In a hybrid AI model combining on-device and cloud processing, efficiency and real-time capability become critical — areas where Qualcomm is already strong. If this drives a new premium smartphone upgrade cycle, the upside from AI adoption may still not be fully priced in. That said, I’m staying measured. With mass produ