To The Moon

3⃣29 Jul, Wed night: FOMC widely expected to keep the federal funds rate unchanged at the 3.50 – 3.75% range, given that US inflation measures eased more than expected in June, while the labor market slowed but remained firm and continues to show further signs of improvement 🤖Microsoft and Meta are among the big tech companies to report earnings the same night. For the former, the market will center its focus on soaring AI infrastructure CAPEX forecasts while scrutiny remains high over Meta for its monetization and AI spending strategy (Yahoo Finance) 4⃣30 Jul, Thu night: US second quarter GDP is excepted to pick up modestly to 2.3% quarter on quarter, up from the first quarter's 2.1% expansion. The US personal consumption expenditures price index for June and real personal spending in Jun

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China's memory industry just had its biggest moment yet. On its market debut, $Cxmt Corporation(688825)$ surged 531.06%, closing the morning session at RMB 54.65 per share and reaching a market capitalization of approximately RMB 3.655 trillion. The rally pushed the company past $ICBC(01398)$ to become the most valuable stock in China's A-share market. It also briefly became worth more than $BABA-W(09988)$ , underscoring just how much enthusiasm investors now have for China's AI semiconductor sector. But this isn't just another blockbuster IPO. It's a reflection of how investors are pricing the future of China's AI and memory industry. Why Did the Market Reac

Did HSBC Just Sell Your MediShield? Here's What Actually Happened 🦖 🔍 The Angle The most confusing thing about this deal is also the most important: Allianz is buying HSBC Life Singapore for S$2.7 billion, yet your actual hospital coverage has not moved an inch today. HSBC is selling the underwriting risk, not walking away from the customer relationship, which is why the same policy, the same legal contract, keeps sitting behind your Medisave deductions for now. I wanted to show you the mechanics so you can tell, in one look, whether a scary headline like this really touches your own medical plans. 💰 What It Means For You If you hold HSBC Life Shield, your MediShield Life layer is still with CPF and your Integrated Shield Plan is still underwritten by the same licensed insurer, just with A

CapitaLand Ascendas REIT: RHB Says 21% Upside. Our Forensic Screen Says Otherwise 🦖 🔍 The Angle S$1.41 billion has already gone into CLAR’s latest acquisition wave, yet DPU over the last five years has slipped about 1.7% instead of climbing. On paper you see a 6.03% yield and a clean BUY call with 21% upside, underneath you see 42.0% gearing and interest cover at 3.5x, both sitting on the wrong side of a forensic safety line. That gap between the story the analyst is selling and the story the balance sheet is telling is why I wanted to flag this one for you. 💰 What It Means For You If you are using CLAR for CPF or S$ income, your distributions are now being propped up by a balance sheet that fails both the gearing ceiling and the interest coverage floor in Iggy’s framework, Iggy's Forensic