To The Moon

I think $DBS(D05.SI)$ will deliver a decent set of Q1 results, even if it’s not a blowout quarter. The bar has clearly been reset lower after the FY25 miss & with NIM compression already well flagged, lot of downside feels priced in. What matters is whether wealth management & trading income can provide some upside surprise, especially with safe-haven flows coming into Singapore. From a positioning standpoint, I don’t expect the stock to break out aggressively. Rate cuts & softer SORA will likely keep a lid on sentiment & I don’t think this is the kind of quarter that drives a sharp re-rating. That said, as long as guidance remains stable and management doesn’t sound overly cautious on macro risks, the market should react positi

Cathie Wood Dumps AMD for AMZN as Nvidia Hits $5 Trillion — Time to Buy the Dip or Bail? ARK Invest just dropped a bomb on AMD bulls, fully liquidating its position on Friday. By offloading over 215,000 shares—roughly $75 million—Cathie Wood’s fund acted as the immediate catalyst for AMD sliding nearly 4% down to the ~$334 level. But this isn't just about one fund trimming a position; it’s a glaring symptom of a massive shift in AI capital. With Nvidia simultaneously crossing a historic $5 trillion market cap and ARK rotating capital directly into Amazon (AMZN), the market is flashing a clear signal. Is AMD getting squeezed out of the AI hardware race, or is this the ultimate contrarian setup for a bounce? Let’s break down the mechanics behind the move and what it means for your portfolio.

Google at All-Time Highs: Will Earnings Fuel the Run to $400, or Trigger a Brutal Sell-the-News? Alphabet ($GOOG) just closed near a fresh all-time high of $348, riding massive momentum following the reveal of its 8th-generation TPU lineup (TPU 8t and 8i) at Google Cloud Next last week. The market is currently fully pricing in Google’s aggressive evolution from a search giant into an "Agentic AI" infrastructure powerhouse. But with the stock trading at record levels and expectations sky-high heading into the earnings print, the real question for active traders is whether this fundamental momentum can sustain a breakout toward $400, or if we are walking blindly into a classic sell-the-news trap. 1️⃣ Why the Market Reacted So Violently to TPU 8 The recent rally isn't just retail hype; it rep

$DBS Group Holdings Ltd.(DBSDF)$ $OCBC Bank(O39.SI)$ $SGX(S68.SI)$ $UOB(U11.SI)$ Pulse DBS just reported Q1 2026 net profit of S$2.89 billion—down 2% YoY on the surface, but here's the plot twist: this is a record pre-tax profit of S$3.44 billion being hammered by the global 15% minimum tax. While NIM compression to 1.93% is real (from 2.12% YoY), wealth management surged to record levels, safe-haven deposit inflows are flowing like never before, and treasury customer sales stayed healthy. The headline miss masks an engine that's humming harder than the numbers suggest. Key News 📊 • Q1 Net Profit: S$2.89 billion —

$Robinhood(HOOD)$ $Coca-Cola(KO)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ $NVIDIA(NVDA)$ The Pulse The AI infrastructure gold rush just found its next winner—and it's not the chipmakers. $STX (Seagate) detonated 16% after-hours after guiding Q4 sales to $3.45 billion, crushing the $3.16 billion estimate by 9.2%. While $HOOD stumbled on crypto weakness and $KO flexed premium beverage pricing power, the real story is unfolding in storage hardware: AI models need somewhere to live, and hard drive demand is accelerating faster than Wall Street expected. This isn't a sentime

My stock in focus today is $NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ , after its Onvo L80 SUV pre-sales drove shares up about 8% in Hong Kong. Priced at 245,800 yuan — lower than the L90 and even cheaper under the BaaS model — the L80 highlights a more aggressive push into the mass market, signaling NIO’s intent to boost demand amid rising competition. Strategically, the L80 supports NIO’s shift toward volume growth through flexible offerings, including LiDAR and pure-vision variants. Combined with practical positioning around space and family use, this suggests NIO is prioritizing scalability over purely premium branding. The key test now is execu

$Mapletree PanAsia Com Tr(N2IU.SI)$    Mapletree PanAsia Com Tr - 4th quarter results is out! DPU is down 2.8 percent to 1.9 cents versus 1.95 cents last year. If excluding the tax charge of 8.3m , dpu will be higher. A one-off tax charge of S$8.3 million was recognised on completion of the Festival Walk Tower divestment. Reported DPU for 4Q FY25/26 was 1.90 Singapore cents. Excluding this tax charge, 4Q FY25/26 DPU would have been 2.04 Singapore cents, 4.6% higher yoy. Occupancy 89.4%. Gearing 36.5%. NAV 1.73. 4Q FY25/26 gross revenue and net property income (“NPI”) were S$210.7 million and S$159.6 million, respectively, 5.5% and 5.9% lower year-on-year (“yoy”). This reflects lower overseas contributions and the absence of full-perio

🚀 Why I Trade HK Index Options 🇭🇰📈 My Strategy • My Process • My Edge 💰🐯 Hong Kong index options have become one of the main instruments I trade because they offer flexibility, liquidity, leverage, and clear risk management. Instead of focusing on one single stock, I can trade the direction of the whole market through products such as the Hang Seng Index (HSI), Mini Hang Seng Index (MHI), Hang Seng Tech Index (HTI), and China Enterprises Index (HHI). This allows me to focus on macro trends, technical analysis, and market sentiment rather than worrying about company-specific news. One major reason I like HK index options is the extended trading hours. There is both a day session and a night session, which means I can react not only to Hong Kong market news, but also to moves in Europe and t

Visa delivered a strong beat in its fiscal Q2 2026 earnings (ended March 31, 2026), reinforcing its position as a high-quality compounder in the global payments ecosystem. Net revenue rose 17% year-over-year to $11.2 billion, marking the strongest growth pace since 2022 (and the fastest organic growth in over a decade when adjusting for prior one-offs). Non-GAAP EPS climbed 20% to $3.31, comfortably beating consensus estimates of around $3.09–$3.10. GAAP net income reached $6.0 billion ($3.14 per share), aided by a lower year-ago litigation provision but still reflecting robust underlying performance Key Operating MetricsPayments volume: Grew 9% in constant dollars to approximately $3.7 trillion. Processed transactions: Increased 9% to 66 billion. Revenue breakdown showed balanced strength

🌟🌟🌟Can DBS $DBS(D05.SI)$ close above SGD 60 tomorrow?    It is a coin toss but I believe it will close at SGD 59.00 tomorrow. The market is bracing for a good but not great performance that reflects a stabilising but pressured banking environment. Analysts expect a net profit of around SGD 2.78 billion to SGD 2.88 billion, a slight YoY decline of 2 to 4%. Net Interest Margin or NIM is expected to slide by 3 to 22 basis points as interest rates globally begin to moderate.  This means that DBS earns less on every loan. However the bright spot would be Wealth Management and treasury customer sales, potentially delivering mid teens growth

1) Closing price (Friday): SGD 51 DBS Bank has been resilient on strong NIM, wealth inflows, and capital return appeal. Unless guidance disappoints sharply, downside may be cushioned. 2) Q1 net profit beat estimate? Yes, slight beat is my lean. Higher fee income and treasury contribution could offset some margin compression concerns. Key watchpoint: forward guidance. A beat with softer outlook can still pressure shares. A beat + confident FY guidance could push DBS higher.

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $Singtel(Z74.SI)$ $OCBC Bank(O39.SI)$ $CapLand IntCom T(C38U.SI)$ $UOB(U11.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $AEM SGD(AWX.SI)$ $Addvalue Tech(A31.SI)$ $ST Engineering(S63.SI)$ $Keppel(BN4.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $AEM SGD(AWX.SI)$