To The Moon

Intel will be $100 by next year

Fantastic 

Rare earth stocks are shaky due to U.S.-China trade tensions. Prices dropped, like MP Materials (-6.2%) and USA Rare Earth (-8.6%). JPMorgan’s $1.5 trillion plan, with $10 billion for minerals, stirred things up. Morgan Stanley sees four scenarios: short-term calm, quick fights, long splits, or fast agreements. This dip’s likely short-term, but risky. AI and rare earths could be a big deal in 10 years. Watch MP Materials, USA Rare Earth, and Lynas. Check with grown-ups before investing!

Next week? With China's clarification today that there are no new export restrictions to spark Trump's tariff firestorm, I'd lean buy on the dip—targeting resilient names like domestic-focused industrials or AI leaders less exposed to China supply chains, as the panic looks overblown and history favors quick rebounds from these trade tantrums.e849dd Hold if you're already long on broad ETFs, since fundamentals (Fed cuts, solid earnings) are intact and consumer sentiment's dip is more noise than signal.e500c6 Sell only if you're over-leveraged or in China-heavy plays like semiconductors—trim to cash and wait for VIX to chill below 20 before re-entering. Overall, this feels like October's classic "spookiness" that sets up a V-shaped bounce by Thursday if Trump stays quiet.a3384f What's your

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Not selling, will hold till kingdom come

💪💪💪💪💪

Alibaba’s stock has been on a strong run this year, jumping about 70%, thanks to solid growth in AI, cloud services, and better cost control. People are still optimistic it can climb higher. Other Chinese tech stocks, especially those focused on AI and chips, are also hitting new highs. Meituan, on the other hand, is struggling with heavy competition in food delivery, hurting its profits and making it less of a clear buy for now.

Among Singapore REITs, my preferred choice is CapitaLand Integrated Commercial Trust (CICT) because it offers robust diversification, steady income, and dominant exposure to prime commercial assets.

$Oatly Group AB(OTLY)$......