To The Moon

If you are investing for 10+ years Buying at an all time high is not necessarily a problem. Historically, markets spend a lot of time making new highs. Investors who wait for a correction often miss years of compounding. If you are investing a large lump sum today Be cautious. The STI has risen more than 25% over the past year and dividend yields have compressed somewhat as prices increased. � The Kopi Notes +1 You could consider: Invest 30% to 50% now Dollar cost average the remainder over 6 to 12 months If your goal is dividend income The STI still offers attractive yields of roughly 3.5% to 4% depending on the measure used, which remains higher than many developed market indices. � The Kopi Notes +2 Main risk now The STI is heavily concentrated in banks. If: Interest rates fall faster t

If you mean roughly Micron up to US$1,000/share and SanDisk up to US$2,000/share, that would imply extraordinary gains from current levels and would require a very different earnings profile from today's industry. Memory is in a strong cycle The bullish case is based on: AI servers driving unprecedented demand for HBM and DRAM Memory supply remaining disciplined NAND inventories largely normalised Data centre spending still growing rapidly Key beneficiaries include Micron Technology and SanDisk. What would justify those prices? For Micron: A share price of US$1,000 would likely require earnings to be many times higher than current cycle peaks. Even assuming a premium AI multiple, Micron would need to become one of the world's largest semiconductor profit generators, approaching the scale o

Why I Don’t Care About Buy and Hold When I build a strategy or an indicator, I am not trying to beat buy and hold. It does not even show up on my screen. Most people treat buy and hold as the gold standard. I don’t. Here is why. The Buy and Hold Number Is Not Real Life Take the S&P 500 $S&P 500(.SPX)$ through $SPDR S&P 500 ETF Trust(SPY)$ the ETF. SPY launched in 1993. If you bought it then and held it until today, about 33 years later, you would be up around 1,600%. Nice number. But look at what it assumes. For three decades: You never sold a single share. You never took a dollar off the table. You never used the money for a house, school, a medical bill, a vacation, anything. You just sat the

$英特尔(INTC)$  $ETFS Semiconductor ETF(SEMI.AU)$  $美光科技(MU)$  $iShares费城交易所半导体ETF(SOXX)$   Not sure the profit enough to upgrade a brand new personal computer with latest CPU and DDR5 RAM? We gain some we lose some, as consumer, we have to pay a bill of market wide shortage due to AI capex expansion. 

$SIA(C6L.SI)$  More upside for this premium airline SIA. Network Growth. Company is expanding network capacity by adding frequencies across key markets and launching Madrid, Hangzhou, Western Sydney, Riyadh. Increasing joint capacity to New Zealand. It subsidiary Scoot has launched new flights to Belitung and Pontianak in Indonesia. Recent MoU to jointly promote tourism to Malaysia with Visit Malaysia 2026 campaign. Fleet Expansion. Major jet order. SIA is reportedly in early stage talk to order at least 50 widebody aircraft,  eyeing the Boeing 777X and Airbus A350-1000. Scoot also ordered 11 more A320neo-family aircraft into its family. Innovation & AI. Embarking extensively into digital and GenAI to elevate an

SpaceX $SpaceX(SPCX)$ crossed $3 trillion in market cap today. That makes it the 4th most valuable company in the world. And the most expensive large-cap stock ever. $NVIDIA(NVDA)$ $Alphabet(GOOG)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Broadcom(AVGO)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ $Micron Technology(MU)$

Multiple bullish W4/W5 setups firing across the board. $S&P 500(.SPX)$ $NASDAQ 100(NDX)$ $iShares Russell 2000 ETF(IWM)$ — same structure, same signal, all at once. Expecting new all-time highs next. Targets and invalidations are on the chart. The indicator does the work. $SPX ran straight into the Daily FVG resistance — then INVERTED it. The higher-degree W5 has now TRIGGERED. Measured move targets new highs → the 1/3 trendline at 7700–7800. The new support zone is the entry. New highs are the destination. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now wi