$Micron Technology(MU)$   🚀 Goldman Turns Bullish on Micron: Is a New All-Time High After Earnings Now Inevitable? With Micron’s earnings set for December 17, the Street is heating up — and this time, it’s not just hype. Goldman Sachs just upgraded their outlook and is now calling for Micron to beat expectations across every major metric. 📊 Goldman’s Forecast vs Wall Street • Revenue: $13.2B (vs the Street’s $12.7B) • EPS: $4.15 (vs consensus $3.84) • Tone: Expecting another “positive surprise” driven by AI demand • Bank of America: PT raised to $250, signalling confidence in multi-quarter upside And all of this is happening after Micron has already surged over 190% YTD, making it one of the strongest large-cap semiconductor performers of

🚀🔥 SG IPO Reform Momentum: When the Bar Gets Lower, Will YOU Step In? Singapore’s IPO market hasn’t just woken up — it’s roaring back to life, and MAS might be about to pour jet fuel on the engine. If you’ve been watching from the sidelines, this might be the moment where “SG IPOs very sian” becomes “Eh… maybe can buy already?” 👀 ⸻ 📈 From Sleepy to Leading SEA: What Just Happened? As of 14 November, Singapore sits #1 in Southeast Asia with 9 IPOs raising USD 1.6B. To put that into perspective: • Last year: 4 IPOs, USD 34M (yes… million 😅) • This year: 9 IPOs, USD 1.6B • That’s 2× deals and an insane 47× surge in capital raised This isn’t a rebound — this is an IPO resurrection. Question is: Can Singapore sustain this pace… or will reforms decide the next chapter? ⸻ 🏛️ MAS Is Preparing a “L

🚀 JPMorgan’s Bold Upgrade: STI to 6,000 — What This Means for Singapore Investors JPMorgan just issued one of its most bullish calls on Singapore’s financial markets this decade — upgrading DBS, OCBC, UOB and Singapore Exchange (SGX), while lifting its Straits Times Index (STI) target to 6,000 (previously 5,000). This signals a major shift in institutional sentiment. 📈🔥 Let’s unpack the real drivers behind the upgrade — and what it could mean for your year-end portfolio decisions. ⸻ 🔍 1. Why JPMorgan Turned Ultra Bullish 💵 Higher-for-Longer Rates Remain a Tailwind Even as global central banks begin cutting, Asia’s pace remains slower — supporting: • 📊 Net interest margins • 💼 Fee income recovery • 🏦 Strong deposit franchise advantages Singapore banks benefit more than regional peers due to

$CORE LITHIUM LTD(CXO.AU)$   🌋 1. Why Lithium Is Suddenly Booming Again ① EV demand stabilising — finally After two years of “EV slowdown” headlines, real demand numbers from China and the U.S. turned out… not bad at all. EV penetration didn’t collapse; it plateaued, then resumed growth at a healthier pace. 🚗⚡ Consumers are still buying — just more realistically. ② Supply cuts from Australian miners Core Lithium, Pilbara, and others started cutting production and delaying expansions. Supply discipline = higher floor for carbonate prices. ③ China restocking cycle Chinese cathode producers had extremely low inventory after the price crash. When restocking started, futures spiked like wildfire. 🔥 Futures move FIRST, then spot follows. ④

$Tiger Brokers(TIGR)$  “How Do You Tell When a Market Armageddon Is Coming? And More Importantly… When Do You Dare to Bottom-Fish? 🫣🔥” Most investors don’t fear volatility. They fear being wrong at the worst possible time. Buy too early → you suffer while everyone else panics. 😵‍💫 Buy too late → the market bottoms without you. 😭 Either way, you’re left wondering if the market is trolling you personally. This year’s declines — sharp as they are — still don’t look like the kind of full-scale collapse we saw in April. No capitulation, no screams, no charts showing waterfalls yet. So the real question is: 💥 How do you tell when a REAL market crash is unfolding — not just a normal correction? Here are the classic “Armageddon Signals” the pros watc

Some Tigers say, “I’m counting on OCBC for retirement.” OCBC hearing that: “Wah, pressure sia.” 😳🏦 Honestly, everyone’s style is different: • Bank camp: “I want stability and dividends, thanks.” 🏦😌 • REIT camp: “Pay me my rental money every quarter, I like the feeling.” 🏢💵 • CPF/Endowus crew: “Let CPF work harder than me.” 💪🧧 My retirement portfolio mood? One bank + one REIT = balanced diet 🍱📊 (OCBC + CICT or MIT feels like rice + chicken — classic, reliable, won’t go wrong.) So my answer: I’ll let OCBC pay for my kopi money, and let a REIT pay for my bubble tea. ☕🧋😄

The DJIA is partying like it’s 1999 with its 16th record high this year 🎉, while the Nasdaq quietly sat in a corner thinking about its life choices 😶‍🌫️📉. Meanwhile in healthcare land: • Eli Lilly (LLY) just casually crossed $1,000 like it’s buying kopi ☕😎 • Market cap almost $1 trillion — LLY said “Ozempic? Hold my syringe.” 💉🚀 • UNH jumped 5.8% in 2 days, basically waking up from a long nap like “I’m back, baby!” 😴➡️💥 Tech money is rotating into value stocks faster than Singaporeans chiong for bubble tea promos 🧋🏃‍♂️💨 So… 👉 Is Novo Nordisk now the “undervalued cousin who also got A for exam but nobody noticed”? 😅📉 👉 Will UNH keep running or is it panting already? 🏃‍♂️💦 Other value sectors climbing lately: Energy ⚡, Financials 🏦, Industrials 🛠️, and the eternal boomer favourite — Consumer

Alibaba just rolled out its revamped Tongyi AI — now called Qwen, which sounds like a genius kid who skipped three grades and now wants to fight ChatGPT after school 🧠🥊. The market reaction? BABA +5% pre-market, like it just drank three shots of kopi gao ☕⚡   Everyone in tech wants a taste of the AI valuation buffet. Nvidia’s eating steak, Microsoft’s having caviar, and Alibaba’s here asking, “Got room for one more?” 🍽️😆 Can Alibaba challenge OpenAI? Maybe. China’s AI scene moves fast — sometimes faster than your Shopee checkout 🛒💨 Can BABA hit $190? If Qwen truly delivers, cloud picks up, and investors finally stop treating BABA like a forgotten ex… then yeah, the rocket ignition button is somewhere lying around 🚀📦 For now, AI hype is giving the stock a stylish ‘glow-up’ filter 😎✨ Wh

Meta Rockets Up: The Sleeping Giant Finally Wakes — Will It Erase the Earnings Crash This Year? 💥📈🤖 Meta didn’t just bounce yesterday — it ignited, surging nearly 4% and blowing past every other MAG7 name like a jet breaking the sound barrier. ✈️💨 Yet here’s the twist: 👉 Meta still has the lowest PE in the entire MAG7. Growth engine. Low valuation. Underdog momentum. This is the forbidden combo investors secretly crave. 😮‍💨⚡ After the earnings miss and the gut-punch selloff, Meta’s YTD gain sits below 10% — unusually low for a company that practically prints cash. Now everyone’s asking: Is Meta about to erase the entire post-earnings crash… THIS YEAR? Or is this rebound just a teaser trailer for a bigger 2025 run? 🎞️🚀 Let’s dive into this blockbuster. ⸻ 1️⃣ Why Meta Just Snapped Back to Li

⚡ Silver Hits Another All-Time High — Will It Keep Outshining Gold in This Bull Market? Silver just did it again. It broke above the record set during the October London short-squeeze — and this time, it wasn’t driven by panic… It was driven by real macro momentum. 🔥 Meanwhile, gold is no slouch either: It’s broken out of its consolidation zone and is now lining up a charge toward $4,300 — a level that once sounded crazy, but now feels inevitable. So the big questions: 👉 Will gold reclaim new highs in December? 👉 Is silver’s breakout a bullish signal for the entire commodities complex? 👉 And is this the start of a 2024–2026 precious-metals supercycle? Let’s dive in. 💥 ⸻ 🟢 1. Why Silver Is Breaking Records — And Why It Matters More Than People Realize Silver is the most underappreciated met

🚀 H200 Sales to China Approved: Will NVIDIA’s Revenue Double — And Is the Downtrend Finally Over? A major turning point just hit the semiconductor world. Former President Trump announced that NVIDIA will be allowed to resume sales of its H200 AI accelerator to China — a market that has historically accounted for a meaningful share of its data-center revenue. Within hours, Reuters reported that Nvidia’s shares rose 1.2% after-hours following the announcement, signaling market optimism. But the real question is: Does this unlock a new revenue wave for Nvidia, or is the China rebound already priced in? Let’s break down the significance. 📉📈 ⸻ 🌏 1. Why China Matters So Much to NVIDIA Before U.S. export restrictions began, China accounted for 20–25% of Nvidia’s data-center revenue — mainly drive

💾🔥 SanDisk Down 20%: Is the Flash Meltdown Only Getting Started? The storage-chip space just reminded the market of one brutal truth: When memory cycles turn, they turn fast — and they do NOT ask for permission. SanDisk’s 20% single-day collapse wasn’t just a “bad day.” It was a classic semiconductor sentiment reversal — the kind that begins quietly and ends loudly. Let’s unpack the mess behind the meltdown 👇 ⸻ 🚨 1. Why SanDisk Fell So Hard ① Tech-wide selloff = risk-off avalanche With investors dumping high-beta tech, storage names get punished the most. Why? Because NAND is cyclical on steroids — more volatile than DRAM, GPUs, or CPUs. When fear hits, NAND names sell off twice as hard. 😵‍💫 ② Factory cost and margin concerns Analysts flagged rising: • FAB running costs • Yield issues • Sl

$NVIDIA(NVDA)$  

**Lei Jun Buys the Dip: Is Xiaomi at HK$40 the Bottom… or a Sneaky Top?** 🤔📉📈 When founders buy their own stock, investors take notice. When Lei Jun—Mr. “All In”—drops over HK$100 million to scoop 2.6M Xiaomi shares, people pay attention. 👀🔥 And this wasn’t an isolated flex. Just days before, Xiaomi itself bought back 21.5M shares across two sessions, spending over HK$800M. That’s nearly HK$1B bought in one week by both the company and the founder. So the million-dollar question: Is HK$40 a fortress bottom… or the start of a bull trap top? 🏰🐻🐂 Let’s break it down. ⸻ 1️⃣ Why Lei Jun’s Buy Matters More Than Typical Insider Buys 🌟🧠 Lei Jun isn’t just a founder — he’s practically Xiaomi’s chief storyteller, chief brand, and chief evangelist. When he buys, it sends three strong signals: 🔹 Signa

$Oracle(ORCL)$   🇺🇸🚀 Trump’s Genesis Mission: Tech Boom Catalyst or AI Bubble Fuel? 🤖💣📈 Trump’s upcoming “Genesis Mission” aims to supercharge U.S. AI development through national labs, mega-datasets, and public-private partnerships. 🇺🇸🔬⚡️ Alongside it: a push for looser federal AI regulation — one standard, less red tape, faster innovation. 🏛️📝✨ But… will this accelerate a new AI golden age 🌈⚙️— or inflate the AI bubble even more 🎈🔥? Let’s dive in. 😎👇 ⸻ ✅ 1) Looser AI Regulations = Faster Progress 🚀🤖⚡️ Why the market loves it: • ⚡ Less red tape → Faster product rollouts • 🧠 National labs + big compute → Accelerated discovery • 💰 More VC & corporate capital → Bigger AI budgets • 🛠️ Unified federal rules → No 50-state compliance head

Google just flipped the switch on Gemini 3 Pro, and the stock said: “New AI model, new all-time high?” 😎🤖🚀 Up 54% YTD, leading the entire MAG7 like it’s the class monitor of Big Tech 📚✨ PE at ~26x — still the “value stock” of the cool kids, which is wild considering it runs half the internet 🌐💼 People are asking: Is this rally starting to look like Microsoft’s 2023 GPT surge? Honestly… kinda yes 👀 Back then, MSFT rode the AI wave; now Google is surfing it with a full-body wetsuit and a GoPro 📹🌊😂 Has Google already become the AI King of 2025? At this rate, they’re at least the Crown Prince with unlimited compute 👑💻⚡ Is it too late to get in? Classic dilemma: • If you buy now, you’re “chasing highs” 🙈 • If you don’t buy and it hits $350, you’re “reflecting on life choices” 🙃💭 Google breaking

BTC blasted past $126K in October… then remembered gravity exists and yeeted $600B in market cap into the void 💨💸. Now it’s chilling around $90K — the zone where some people are hodling with Zen-master calm 😌🧘‍♂️ and others are panic-refreshing their portfolio every 3 seconds 📱👀. At $90K, I’m doing the balanced thing: taking some profits 💰… but also stalking the dip like a hungry leopard 🐆👇. If Bitcoin wants to drop, it might as well fund my next entry. My “buy zone” watchlist 👀🛒: 🟢 ETH — the dependable right-hand king 🤴⚡ 🟢 SOL — volatile but spicy 🌶️⚡ 🟢 BTC miners (RIOT / MARA) — high beta adrenaline machines ⚙️⚡📈 🟢 TON / AVAX — for the adventurous side of me 🎢✨ Bottom line: Not all-in. Not all-out. Just crypto-cautious and profit-curious 😏📈. $90K BTC is basically a clearance sale… where

$POP MART(09992)$   🎨 Pop Mart on the Rise: Can This Rally Hit HK$240? 📈 The Bull Case, The Bear Case & What Smart Money Is Watching. ⭐ Why Pop Mart Is Heating Up Again Morgan Stanley slashed its target price from HK$382 → HK$325, but unlike a typical downgrade, the tone was constructive rather than bearish. They highlighted: 🔹 1. Valuation Compression May Be Nearing an End Pop Mart’s P/E has fallen back to levels seen in Q4 2022 & Q4 2023, both periods where strong rebounds followed. 🔹 2. ROE Remains High & The IP Flywheel Still Works Pop Mart’s real advantage is not toys — it’s IP monetization, character franchises, blind-box mechanics and repeat-purchase psychology. The company is still a category leader in the global “p

$Palantir Technologies Inc.(PLTR)$   🎭 Big Short on War vs. Palantir Rebound: Which Side Are You On? Michael Burry is back — not with a hedge fund, but with a paid Substack manifesto telling the world that AI is the next dot-com bubble. He’s short “war stocks,” skeptical of AI profits, and openly bearish on Nvidia and Palantir — two names that have become the poster children of this AI cycle. So… Is Burry right, or is this just classic Burry contrarian theatre? 🎬🧐 Let’s break it down below 👇 ⸻ 🧨 1. Burry’s Case: “AI = Dot-Com 2.0” Burry’s argument is basically: (1) Exponential hype ≠ exponential profits Investors are projecting infinite future earnings based on early breakthroughs. This happened in 1999 too — adoption is fast, monetizat

🚀 MSTR Rebounds Above $180: Undervalued Gem or Bitcoin Trap? After weeks of volatility, MSTR is back above $180, staging a sharp rebound — and the debate is officially ON. Here’s the wildcard: MicroStrategy’s market cap is now smaller than the value of the Bitcoin it holds. That means investors are basically buying BTC… 📉 at a discount through MSTR’s stock. But is it really that simple? ⸻ 🟢 Bullish Case — “Undervalued & Mispriced” If you’re playing the long-term Bitcoin adoption story, MSTR under $200 looks like a rare mispricing moment: • The company’s BTC stash > market cap • Saylor continues to accumulate, signalling conviction • Institutional flows into BTC remain strong heading into 2026 • MSTR tends to outperform BTC in bull runs due to leverage + sentiment premium ➡️ Bullish