To The Moon

For me, the biggest takeaway is that the market is clearly rotating back into AI software, cybersecurity and enterprise tech. I’m especially watching $Salesforce.com(CRM)$ , $ServiceNow(NOW)$ and $NVIDIA(NVDA)$ because their earnings, AI catalysts and improving momentum suggest the underlying story remains strong. The broad participation also gives me more confidence that this isn’t just a one-stock rally. That said, I’m not chasing the strongest green candles here. $CRM, $Veeva

I think the biggest takeaway for me is that value investing has to evolve with the market. I still believe in valuation and margin of safety, but I’m increasingly focused on business quality, cash flow, competitive moats and industry growth cycles. Understanding an industry early can be much more powerful than simply looking for cheap stocks. For me, position sizing is key to building a crash-resilient portfolio. I don’t want one wrong thesis to hurt the entire portfolio, so I prefer diversification and keeping some cash for opportunities during pullbacks. I also agree that conviction should never become stubbornness. Ultimately, my investing superpower is consistency over noise. I try to combine fundamentals, industry trends, catalysts and technical signals. The goal isn’t to avoid every

I really like Jeremy’s point that retail investors have an “invisible superpower” — our industry knowledge and everyday observations. We may not have the resources of fund managers, but we can spot changes in consumer behaviour, products and businesses before they show up in the numbers. The Pop Mart, Haidilao and PDD examples stood out to me. I also like using stage analysis as a co-pilot rather than relying on charts alone. For me, the sweet spot is when strong fundamentals, improving business momentum and technical strength all start pointing in the same direction. My biggest takeaway is to pay more attention to what I see around me. A longer queue, a new product trend or a company suddenly expanding into a new market could be an early signal. The challenge is turning those observation

I really like Jeremy’s “Old Testament vs. New Testament” analogy. Graham gives us the foundation—valuation and margin of safety—while Buffett shows why owning great businesses with strong moats can be even more powerful. The $BYD COMPANY(01211)$ example stood out to me. Long-term investing requires patience and conviction, especially when the market hasn’t fully recognised a company’s potential. Position sizing also matters because even a great thesis can hurt if the position is too large. My biggest takeaway is to treat every stock as owning part of a real business. If I couldn’t sell a stock for three years, I’d want to be confident in its moat, management

Interesting event, I found 12 relevant tickers, listed below. 1.  $Straits Times Index(STI.SI)$ 2.  $Apple(AAPL)$ 3.  $Tiger Brokers(TIGR)$ 4.  $Alphabet(GOOGL)$ 5.  $Grab Holdings(GRAB)$ 6.  $Tesla Motors(TSLA)$ 7.  $McDonald's(MCD)$ 8.  $Starbucks(SBUX)$ 9.  $DBS(D05.SI)$ 10.  $Meta Platforms, Inc.(META)$ 11.  $NVIDIA(NVDA)$ 12.  $SpaceX(SPCX)$ @TigerEvents @Tiger_comments @TigerStars

What stands out to me is that NVIDIA and Marvell both delivered strong results, but the market was trading expectations, not just earnings. NVIDIA initially dipped because huge beats had become the norm, but Jensen Huang's comments on accelerating AI demand, Rubin production and long-term growth gave investors a reason to reprice the stock higher. For Marvell, expectations had already become extremely high after the Google custom-silicon deal and its huge YTD rally. The fundamentals remain strong, but investors learned that the bigger Google revenue contribution may take longer to materialize, so the market reset its timeline and valuation. My takeaway is simple: earnings are about the gap between reality and expectations. NVIDIA raised expectations for the future, while Marvell pushed so

For me, A. Spot Bitcoin ETFs: $iShares Bitcoin Trust(IBIT)$ , $Fidelity Wise Origin Bitcoin Fund(FBTC)$ is the most attractive option right now. I prefer direct Bitcoin exposure because the recent rally is being supported by actual ETF inflows, a weaker dollar and improving regulatory expectations, without taking on the additional operational or leverage risks of miners or $MicroStrategy(MSTR)$ . I also l

I think the biggest change in the software narrative is that AI is no longer automatically viewed as a threat. Salesforce and CrowdStrike are showing that companies with proprietary data and deeply embedded workflows can monetize AI and potentially increase the value of their platforms. Personally, I’m most interested in Salesforce & $ServiceNow(NOW)$ because their AI agents are being integrated into enterprise workflows, creating opportunities to charge for agents, tasks and usage instead of just user seats. Microsoft remains a strong contender, but the key is whether AI translates into higher contract values and recurring cash flow. For me, the next few quar

I’m more bullish on AI hardware after Nvidia’s $NVIDIA(NVDA)$ results. The stronger-than-expected guidance confirms that AI capex remains powerful, although I’ll be watching memory costs and margin pressure closely. For $Meta Platforms, Inc.(META)$ and $Snap Inc(SNAP)$ , I think the regulatory pressure is becoming a broader theme rather than a one-off. Teen-safety rules and lawsuits could create higher costs and uncertainty across the social-media sector. For tech valuations, I’d say AI capex momentum matters more right now. As long as hyperscalers keep spending aggressively, strong earnings growth can help offset some pressure from higher-for-longer rates. I

I’m still bullish on gold because this rally looks increasingly structural rather than purely speculative. Central-bank buying, ETF inflows and strong physical demand are all supporting the market, while concerns over debt and currency debasement provide a longer-term tailwind. If I had to choose one vehicle, I’d go with $SPDR Gold MiniShares Trust(GLDM)$ for its low 0.10% expense ratio and straightforward exposure to physical gold. I prefer it for long-term holding rather than paying extra