To The Moon

$Boustead(F9D.SI)$   The market doesn't seem to like the latest set of financial numbers. The price Gapped down drastically from 2.64 to close at 2.19. The chart is more or less damaged. The uptrend is over. She may go down to test 2.00. If 2.00 cannot hold, she may likely go down to revisit 1.70-1.80. Pls dyodd. Special dividend of 4.5 cents pkus final dividend of 4 cents. XD 7 August 2026 Highlights: • Net profit for the Group was 145% higher year-on-year at S$232.6 million, mainly due to the sale of the Group’s assets to UI Boustead REIT, as well as material improvement in share of loss of associates and joint ventures (upon reversal of a S$7.0 million liability related to a fee imposed by a landowner). For a comparative review, after ad

$PC Partner(PCT.SI)$    PC Partner - Chart wise, bullish mode. She had a great running up from 1.20+ to 2.40, awesome. Can monitor and wait for the next setup to decide the next move. It may likely continue to trend higher! PC Partner was founded in 1997. Over the years, we have developed from a modest contract manufacturer with less than 300 employees to a leading global manufacturer of computer electronic with overseas offices selling its own brands of products worldwide. Our products have expanded into a full range of video graphics cards, MiniPCs, motherboards, embedded systems and gaming hardware. We are also offering one-stop electronic manufacturing services to reputable brands all over the world. As one of the leaders in the in

$Dell Technologies Inc.(DELL)$  Dell's results strengthen the AI infrastructure thesis. A 750%+ surge in AI server revenue and record backlog suggest demand remains robust and that enterprise AI spending is broadening beyond just chipmakers. The bull case is that Dell is being re-rated from a low-growth hardware vendor into a key AI deployment beneficiary. Unlike many AI stories, it has real revenue, cash flow and customer relationships today. The bear case is margin mix. AI servers are often lower-margin than software, and investors need to see that explosive revenue growth translates into sustainable earnings growth. The legacy PC business also remains a drag. Would I buy after a 38% after-hours jump? Probably not chase immediately. I'd pre

Starlink is the growth engine: 61% of Rev. +49.8% growth, 38.8% margin. Launch is foundational but losing money (-16.1% margin, revenue shrinking). AI is the moonshot, burning $12.7B CapEx with -198.5% margin.💸 FCF is negative (2025 ≈ -$14B, Q1 2026 ≈ -$9.1B). The IPO isn’t a bailout—it’s fuel for AI infra & Starship scaling.🐯 Investor Takeaway: The $1.8T valuation is anchored on Starlink’s profitability, with optionality priced into AI & Starship. Right now AI drags, but the bet is whether it becomes the next growth engine.@JC888 @Barcode @Aqa

Economic Preview: Key Data Releases (week of 01Jun2026) The following sections outline key macroeconomic forecasts and indicators spanning manufacturing, services, labor markets, and energy sectors, with particular emphasis on metrics influencing upcoming Federal Reserve monetary policy decisions. 1. Manufacturing Sector Indicators S&P Global Manufacturing PMI (May): The forecast is projected at 55.3, indicating continued expansion and growth within global manufacturing. ISM Manufacturing PMI (May): The index is forecasted at 53.3, signalling anticipated growth within the domestic American manufacturing sector. ISM Manufacturing Prices (May): A significant point of concern is the high forecast of 85.3. This elevated metric indicates rising producer costs, which are highly likely to be

Earnings Calendar (01Jun2026) Here are some earnings of interest in the coming week: Dollar General, HPE, Broadcom, CrowdStrike and C3.AI. Let us look at C3 AI. The stock price has fallen 59.50% from a year ago. Based on analysts' sentiment, their sentiment is “Neutral” towards the stock. With a price target of $8.91, there is a potential downside of 18.28%. Based on Technical Analysis, there is a recommendation of “Strong Buy”. 1. Income Statement Metrics Revenue Growth: Total revenue increased overall from $252M in 2022 to $307M for the Trailing Twelve Months (TTM). Notably, performance peaked in 2025 with an annual revenue of $389M. Net Income / Loss: Profitability trends remain severely strained. The company recorded a net loss of $192M in 2022, which has signi

$Hewlett Packard Enterprise(HPE)$ $Dell Technologies Inc.(DELL)$  $Virgin Galactic(SPCE)$  💻📈⚡ $HPE heads into earnings with one of the more interesting positioning setups in AI infrastructure right now ⚡📈💻 I’m watching $HPE closely into tonight’s result because the market may still be underestimating how sensitive this name is to AI infrastructure sentiment. Shares have rallied +56% YTD and are trading near record highs after an 11-week advance. Yet positioning still looks unusually split. Short interest fell nearly -68% on the latest report, suggesting a meaningful part of the bearish trade has already been squeezed out. At the same time, ana

Singapore's property market is still red hot with no signs of slowing down. Many HDB owners are upgrading to condos, while PRs and new citizens continue to enter the market as buyers. For some homeowners, reaching MOP and selling a few years later can potentially generate gains of several hundred thousand dollars. As the population continues growing towards 7–8 million, the housing "musical chairs" game is likely to continue, supporting long-term demand. That said, I think the rental market could become more challenging. More PRs and new citizens may choose to buy their own homes rather than rent, increasing competition among landlords. At the same time, job growth may slow as AI and automation create fewer but higher-paying jobs. We're already seeing layoffs across white collar group such

May's rally looks healthier than many expected, but it is still heavily driven by AI and large-cap tech. Market breadth has improved compared to early 2025, yet leadership remains concentrated in names linked to AI infrastructure, semiconductors and hyperscaler capex. A few things I am watching for June: Bullish factors Strong AI spending from cloud giants. Falling recession fears. Earnings revisions for AI beneficiaries such as NVIDIA, Micron Technology and Broadcom remain positive. Institutional cash levels are not excessively low yet. Risks Nasdaq 100 above 30,000 is psychologically significant. Valuations are becoming stretched. Any disappointment in AI capex growth could trigger a sharp rotation. Bond yields remain a threat to high-multiple stocks. For June, I favour: 1. AI infrastruc

NVIDIA's move is strategically important, but I would not declare the x86 moat broken yet. The bigger story is not the PC chip itself. It is NVIDIA extending its ecosystem from AI training to AI inference, robotics, digital twins and now client PCs. The new DSX vision complements platforms such as NVIDIA Omniverse by allowing companies to simulate AI factories before deploying real hardware. For PCs, NVIDIA faces three hurdles: Software compatibility: x86 still dominates enterprise Windows workloads. OEM relationships: Intel and Advanced Micro Devices have decades-long partnerships with PC makers. Enterprise inertia: Businesses refresh PCs slowly and value compatibility over cutting-edge AI features. However, NVIDIA's advantage is that AI PCs may shift the battleground from CPU performance

Hello everyone! Today i want to share some trading ideas with you! 1 $SoFi Technologies Inc.(SOFI)$ Looks ready for launch. 2 $Global X Uranium ETF(URA)$Nuclear names should make 10-20% moves this week. 3 $Netflix(NFLX)$ Potential double bottom into the shareholder meeting this week with bullish flow all week last week. Targeting $90-$91.50 by Friday. 4 Gap fills above at $129.14 $ServiceNow(NOW)$ 5 $Bloom Energy Corp(BE)$Volume shelf setup on the daily candle chart. 😍 Been eyeing Tiger merch but short o

Hello everyone! Today i want to share some trading strategies with you! 1 $Microsoft(MSFT)$ Trade Idea: June 5 455C Trigger: 449 ✅ Targets: 456, 468 🎯 Stop: 441 🛑 MSFT closed at 450.24 on Friday. MSFT 476–489 is in play next if it can hold above 433 in June. Calls can work above 449 early this week. MSFT has been a laggard for many months. If it starts to rally, it can move back to 500 this summer. 2 $Oracle(ORCL)$ Trade Idea: June 5 230C Trigger: 225 ✅ Targets: 235, 247 🎯 Stop: 218 🛑 Closed at 225.78 on Friday. ORCL broke out above the 200 resistance and ran 26 points. ORCL to 260 possible on the next leg higher. ORCL has been stuck for 7+ months. Calls can work above 225

Hello everyone! Today i want to share some option strategies with you! 1 $Credo Technology Group Holding Ltd(CRDO)$ announces earnings on Monday this week. Got a big expected move at ~17%. Strong volume support at point-of-control down at 100. Recent bottom around 160. Volume shelf around 185. Will be writing cash-secured puts on this, probs targeting a strike in the 155-185 range. Am also looking at a 1x2 ratio spread, buying 1 call and writing 2 calls above that. 2 Seeing all this chatter on $Nokia Oyj(NOK)$ This weekend about insiders buying a ton of shares. We agree ... that's typically a good sign. Who is crazy enough to write deep ITM puts as a synthetic long call ?!?!

Markets continue to grind higher, but bearish RSI divergences and overbought conditions are beginning to appear beneath the surface. While $SPX and $QQQ are showing increasingly indecisive price action, $PLTR remains a standout with a strong technical breakout that could extend higher if software stocks take leadership next week. 📈 1. $S&P 500(.SPX)$ Indecisive price action again (doji), printing a bearish RSI divergence with both peaks locked in overbought territory. Will weekend news arrive to fuel momentum again, or is the market simply widening this structural divergence before a pullback? 2. $Invesco QQQ(QQQ)$ Indecisive daily price action, an overbought RSI divergence, and a gap sitting below at

$S&P 500(.SPX)$ still melting up. 7650 remains the target — the 61.8% extension of the higher-degree rally. A shallow W4 dip gets bought at the new Daily FVG (7563–7530). Then W5 carries the move into 7650. Bulls stay in control above 7468. Destination locked in. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2606(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2606(NQmain)$ $Dow Jones(.DJI)$ $iShares Russell 2