To The Moon

Alibaba Cloud: Challenging The Global Giants 🌟🌟🌟Investing in $BABA-W(09988)$ $Alibaba(BABA)$ $Alibaba HK SDR 5to1(HBBD.SI)$ right now feels like standing at the intersection of a proud history and a high tech future. For years, Alibaba has been synonymous with e-commerce, a digital marketplace that defined modern China. But the air is shifting. As we approach Alibaba's May 13 2026 earnings report, the question isn't just how much did the people buy but rather how much has Alibaba Cloud grown its market share. There is a quiet thrill in the idea that Alibaba - the

$CME Bitcoin - main 2605(BTCmain)$ broke $80,000 on May 4 — its first time above that level since February 2026. $Circle Internet Corp.(CRCL)$ hit $120. Real drivers are institutional accumulation and regulatory clarity.Institutional Flows: This Time Looks Different$iShares Bitcoin Trust(IBIT)$ : AUM topped $1.1B, now holds ~14,200 BTC$Morgan Stanley Bitcoin Trust ETP(MSBT)$ : $100M inflows in its first 6 days, entirely from self-directed clients — advisor channel not yet open$Strategy(MSTR)$: +33% in April, +7% the day BTC broke $80K; bought ~29,914 BTC ($2.74B) in April a

The results for Singapore's first COE bidding round in May are out: Category A (Small/Mid-sized) hit S$124,790, and Category B (Large/Luxury) reached S$126,236. This marks five consecutive increases, with the COE price now easily exceeding the cost of a mid-range car itself. 🚗 What is the COE? The Certificate of Entitlement (COE) is a "quota license" required to drive on Singapore's roads. The total supply is controlled by the government, and licenses are auctioned every two weeks. For Category A, there were only 1,265 quotas available, but 2,410 bids were placed—a nearly 90% oversubscription that drove prices straight to S$125k. This piece of paper is valid for 10 years, after which its value drops to zero unless you renew or re-bid. Total Cost of Ownership: A Toyota Corolla Altis (approx

All three beat Bloomberg consensus but also posted NII declines as SORA averaged just 1.07% in Q1 (vs 2.54% a year ago). The dividing line wasn't credit quality or margins — it was wealth management execution. And on that measure, the gap between the three is wider than the headlines suggest. 📊 Q1 2026 Scorecard for $DBS(D05.SI)$, $UOB(U11.SI)$ and. $OCBC Bank(O39.SI)$ DBS — Deposit surge + wealth machine, guidance upgraded. Deposits +9% YoY to S$629.9B (two-thirds CASA), wealth fees at a record S$907M, AUM reaching S$492B. FY2026 profit guidance upgraded from "below 2025" to "good shot at 2025 levels." The cleanest beat of the three. UOB — The outlier: onl

Recent spotlights shine on these stocks: $SanDisk Corp.(SNDK)$ +16.6%, $Micron Technology(MU)$ +15.5%, $Intel(INTC)$ +14.0%, $Dell Technologies Inc.(DELL)$ +13.1%, $Advanced Micro Devices(AMD)$ +11.4%, $NVIDIA(NVDA)$ +1.7%, $Apple(AAPL)$ +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast

$EQT Corp(EQT)$ $EQT Corp(EQT)$ I've recently started to DCA into EQT Corporation because I believe it sits right at the intersection of three massive long-term themes: AI power demand, the global energy reshuffling after the Middle East disruptions, and the positioning of some of the smartest institutional capital in the market today. What caught my attention was not just the stock itself, but how multiple independent research paths all converged toward the same conclusion — that natural gas may become one of the most critical bottlenecks of the AI era. The first reason is the AI electricity story. Over the past year, the market focused heavily on GPUs, memory, and AI infrastructure names, but i

Last week, the pendulum oscillating between Jobs and Inflation reports have swung back to Jobs. Did the reports manage to exert any influence on US market sentiments, let’s find out. Jobs & other US reports out this week include: Tue, 05 May 2026 - US Trade balance for March 2026. Tue, 05 May 2026 - S&P final US services PMI for April 2026. Tue, 05 May 2026 - Jobs opening & Labour turnover surveys (JOLTs) for March 2026. Tue, 05 May 2026 - ISM services for April 2026. Wed, 06 May 2026 - ADP Non-farm payroll report for April 2026. Thu, 07 May 2026 - Jobless claims - weekly & continuing. Fri, 08 May 2026 - US Consumer sentiments (Prelim) for May 2026. Fri, 08 May 2026 - US Non-farm payroll for April 2026.. US Trade Balance. The US trade balance report for March 2026, showed t

$Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ 💻🚀📈 $DELL Technical Breakout Is Starting To Look Extremely Serious 📈🚀💻 $DELL just delivered exactly what the bulls needed to see. After the recent pullback, price came down into the gold support zone near $227, absorbed selling pressure aggressively, then exploded higher with urgency. That type of reaction usually tells me institutions were already sitting there with meaningful bids ready to defend the structure. This was not a casual bounce. The technical structure has now shifted materially: • $227.07 was defended aggressively and remains the key line in the san

$TENCENT(00700)$ WeChat AI Evolution Is More Than A Chatbot 🌟🌟🌟For years WeChat was the "everything app" in China. It is the digital town square where 1.4 billion Chinese lived, chatted and paid. But as we head into the Q1 2026 results on May 13 2026, the narrative is shifting from "connection" to "AI intelligence". There is a profound sense of anticipation. We are not just looking at gaming numbers anymore. We are looking for the soul of the new WeChat. Can an AI agent truly capture the nuances of the Chinese population? The WeChat AI Evolution WeChat isn't just becoming an AI super app. It is becoming an AI Operating System. QClaw Is The New Secret Weapon: Tencent is quietly trialing QClaw,