To The Moon

When the Balance Sheet Doesn't Match the Yield | Daily Pulse 4 Jun | EP1642🦖 Two numbers bothered me today: a 6 percent yield and a 90.5 percent occupancy rate sitting in the same REIT. On paper, CapitaLand Ascendas REIT is buying a clean Tuas logistics asset at about S$133.9 million with a 6.5 percent income yield and full occupancy, which sounds textbook solid. But when I layer that asset onto a balance sheet already carrying roughly 37-plus percent gearing, thinner interest coverage around 3.5 times, and falling portfolio occupancy, the story stops being about one “good deal” and starts being about whether the overall engine can keep funding your distributions. If you are 55 in Bedok thinking a 6 percent yield at S$2.51 per unit looks like an easy upgrade over CPF and T-bills, this is w

Hello everyone! Today i want to share some trading idea with you! 1 $IREN Ltd(IREN)$ owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected. 2 $T1 ENERGY INC(TE)$ agreed to acquire KORE Power for ~$32M giving T1 Energy direct exposure to battery storage and AI data center infrastructure. The deal adds KORE’s utility-scale battery storage platform with ~1,100 global projects and is expected to contribute ~$20M of EBITDA in 202

Tier 1: Most Solid Fundamentals $Micron Technology(MU)$ Rapid growth (Q2 revenue +62%), cheapest valuation (forward PE around 8x) + HBM sales to sell out by 2026, structurally improving gross margin. Best value for money. Only weakness: Storage is a cyclical stock, vulnerable to cyclical reversals. $Dell Technologies Inc.(DELL)$ Strongest numbers: FY27 revenue guidance of $167 billion, +50%, P/S ratio less than 3x, already profitable, strong cash flow. Weakness: AI server gross margin is thin; gaining scale doesn't guarantee profit margin. $Marvell Technology(MRVL)$ Clearest moat: Custom AI chips for Amazon/Microsoft/Meta, over 20 design orders will be mass-produce

Why 8 Out of 10 SGX Dividend Stocks Fail The CPF Retirement Test | EP1641🦖 Everyone talks about “beating CPF” like it is a bonus. I am starting to think that for most popular SGX dividend stocks, just matching your CPF Special Account is already a stretch once you factor in gearing and dividend cut risk. The surprise from this week’s audit is simple: the problem is not low yields, it is how tiny the gap is between your so-called income stocks and the 4 percent sanctuary you already own. If you are sitting on a portfolio of high-yield counters because they feel safer than growth stocks, you need to know which names are actually paying you a real premium over CPF and which ones are quietly paying you less for more risk. When I stack a 4.55 percent stock against 4.0 percent guaranteed CPF SA

The target price is a fixed $135 per share, valuing the company at approximately $1.77 trillion, and it plans to raise up to $75-80 billion, potentially making it the largest IPO in history. - Stock ticker: SPCX (Nasdaq) - Roadshow to begin soon - Pricing date: June 11 - Earliest trading day: June 12 No insider selling—proceeds will be used for Starlink expansion, launch infrastructure development, and AI computing. This is a momentous moment for space and technology!