To The Moon

$DHT Holdings Inc(DHT)$ 30 Target Price. --DHT Holdings Inc. Overview-- DHT is the world's largest independent VLCC owner — 3 vessels delivered in Q1-2026, 1 more coming in Q4-2026 with total market cap of $3B. --Growth Catalysts for DHT Holdings (NYSE: DHT)-- 1). Fleet Renewal + Tighter Supply - *4 newbuild VLCCs scheduled for 2026* — first 3 (DHT Gazelle, Addax, etc.) already contributing. Q1-2026 revenue is $157.4M beats EBITDA $133.3M, with profit margin 84.7% (i.e.+97% YoY ). - Total payments for VLCC new-built program is $444.2M by March 31, remaining ∼$77.5M balance deficit only. - Strategy: Sold older tonnage at huge gains — DHT Europe + China sold for $95M cash, $60M gain in Q1-2026. DHT Bauhinia agreed $51.5M sale, $34.2M gain attained at

② Earnings are still strong, but the best growth rate is behind us Samsung’s 783% profit surge proves how powerful the AI memory cycle has become. HBM demand remains strong, while server DRAM and enterprise SSDs continue benefiting from hyperscaler spending. But investors should distinguish record earnings from accelerating earnings. Memory is cyclical. Extraordinary margins eventually attract new capacity from Samsung, SK hynix, Micron and Chinese suppliers. If supply catches up faster than demand, pricing power can weaken before AI demand actually slows. That is why Samsung’s muted stock reaction matters. The market is looking beyond Q3 profits and asking whether these margins can survive into 2027. I choose ②. I’m not calling the memory cycle over, but the easiest part of the trade may

Samsung just delivered a set of numbers that look almost unreal. For Q3 2026, the company expects revenue of about KRW 195 trillion and operating profit of roughly KRW 107.4 trillion, or around $80.2 billion, up about 783% year over year. The main driver is still AI: HBM, traditional DRAM and NAND are all benefiting from tight supply, giving memory makers exceptional pricing power. What is more interesting is the market reaction. Despite the record-level profit, Samsung shares barely moved and remain well below their June high. That suggests investors are no longer asking, “How much can Samsung earn this quarter?” The question has shifted to: How long can these margins last? That is now the key debate across the memory sector. Demand is still strong. AI servers continue to absorb HBM, serv

🌟🌟🌟The selling pressure on the Singapore Exchange has intensified for a second consecutive day, turning what started as a single broker downgrade into a broader macro rout.  Following Wednesday's initial hit, $DBS(D05.SI)$  $OCBC Bank(O39.SI)$  and $UOB(U11.SI)$  extended their declines on Thursday, dragging the benchmark Straits Times Index (STI) down by more than 2.5%. The new catalyst shifting this from corporate profit taking to sector wide panic is a fresh warning from JP Morgan.  Analysts warned that surging global long bond yields whi

We live in an undeniably exciting world where the global news cycle functions as a masterclass in unpredictability, keeping its inhabitants entirely on their toes. A recent fatal illness of a lab technician at a remote research facility sparked international queries regarding a potential plague. Reminiscent of the tight data control during a historical nuclear disaster, officials swiftly assured the public that no high-threat pathogens exist, beautifully demonstrating that certain traditions of managing public narratives remain flawlessly intact. [Applaud]  [Applaud]    Meanwhile, the global landscape continues to shift with remarkable speed. A prominent military force suddenly extracted all its strategic heavy bombers from an allied airbase back to domestic s

[你懂的]  Semtech (SMTC): The AI Infrastructure Stock Most Investors Still Overlook When investors talk about AI infrastructure, the usual names are NVIDIA, AMD, Broadcom, Marvell, Micron and SanDisk. But there is another part of the AI infrastructure equation that is becoming increasingly important: How do all those GPUs actually communicate with each other? That is where Semtech (SMTC) gets interesting. Semtech is not a GPU company and it is not simply another “AI chip stock.” It provides critical semiconductor technologies for high-speed data transmission, signal integrity and connectivity inside modern data centers. In simple terms: NVIDIA provides the computing power. Networks move the data. Semtech helps make that data move faster and more reliably. And as AI clusters move fro

$DHT Holdings Inc(DHT)$ 28 Target Price.  --Growth Catalysts for DHT-- 1). High VLCC spot rates caused by Hormuz-Strait closure-- Metric Level Date TD3C (MEG–China) VLCC spot rate ~USD 1,034,803/day 2026-09-14 TD34 (Oman–China) ~USD 643,677/day 2026-09-1 TD15 (W.Africa–China) round-voyage TCE ~USD 441,081/day (record high) 2026-09-14 TD22 (US Gulf–China) round-voyage TCE ~USD 289,894/day (record high) 2026-09-14 Core Catalyst: Very tight vessel availability, high market concentration giving owners pricing power. Moreover, restocking demand and geopolitical tensions create a surplus of cargoes, awaiting for VLCC transhippments. Rates have moved from ~USD 132k/day in February to over USD 500k/day recently. This transmits to DHT with high levera

On October 7, 2026, $Webull Corp(BULL)$ experienced a sharp 19% drop, with a maximum decline of 23.32%. This unusual market activity was triggered by findings from a bipartisan congressional panel—reported by CNBC—indicating that the digital investment platform, which boasts 28 million global users, maintains structural ties to the Chinese government and poses a national security threat to the U.S. financial system. CNBC reported on Wednesday, citing a report from the U.S. House Select Committee on the Chinese Communist Party, that the committee stated Webull's equity structure, technology, workforce, and data flows all have ties to China, and that the company therefore poses a national security risk. As a result, Webull's stock fell 20% in premar

Wall Street closed lower following the release of the Federal Reserve FOMC Minutes, with major indexes declining as rising Treasury yields revived inflation fears. In this article, we seek to provide an in-depth analysis of monetary policy shifts, hyperscaler capex dynamics, and asset allocation strategies for the current situation. 1. Key Takeaways from the FOMC Minutes The minutes from the Federal Open Market Committee meeting underscored a decisive pivot toward a higher-for-longer policy stance. While policymakers acknowledged moderating economic momentum in certain sectors, persistent service-sector inflation and robust labor market conditions complicated the disinflation narrative. Several core insights emerged: Prolonged High Rates: A clear majority of participants emphasized that mo

🌟🌟🌟On Wednesday, the Singapore market suffered a bruising wake up call.  Driven by a brutal Citigroup downgrade on $OCBC Bank(O39.SI)$  , an institutional selloff wiped billions in value off Singapore's banking trio, shaking weak hands out of the market and leaving retail portfolios bleeding. Yet amidst this selloff, the spotlight has swung dramatically onto a legendary enterprise that refuses to be ignored: $Great Eastern(G07.SI)$ . For investors looking beyond the daily panic, Great Eastern isn't just a defensive shelter.  It is company of immense value, backed by over a century of history, massive earnings power and a corporate drama that could ex

The AI trade isn’t just about chips anymore. My Stock of the Day is $Lumentum(LITE)$  a company sitting in a less obvious but increasingly important part of the AI infrastructure chain. What does Lumentum do? Lumentum makes optical and photonic components that allow huge amounts of data to move quickly between servers, switches and data centres. Think of it this way: GPUs are the brains. Optics are the highways connecting them. As AI clusters get larger, the amount of data moving between GPUs is exploding. Traditional electrical connections become harder to scale efficiently, increasing the importance of high-speed optical technology. And LITE is already seeing that demand. Its latest quarter delivered more than $1 billion in revenue, up

Everyone knows Nvidia. Far fewer investors know $Penguin Solutions, Inc.(PENG)$  That’s exactly why I’m watching it. So what does PENG actually do? Penguin Solutions helps customers build, deploy and manage AI data centres. It combines AI computing infrastructure, advanced memory, infrastructure software and services to help enterprises, sovereign AI projects and neocloud providers scale AI workloads.  In simple terms: Nvidia provides the engines. PENG helps build and operate the factory around them. And the latest numbers show why this is getting interesting. PENG reported $567 million of quarterly revenue, up 68% year over year, while adjusted EPS reached $1.00, up 133%. Its memory business was particularly strong, with quarterly sale

$Unity Software Inc.(U)$   $Alphabet(GOOG)$   Alphabet's (GOOG, GOOGL) Google and Unity Software (U) entered a partnership to launch new Playground platform for creators to develop video games using natural language prompts, the companies said Wednesday. People aged 18 and above can access the browser-based platform starting today, with tiered creation access rolling out based on a user's Google One membership, according to Google. Later this year, the companies will launch Unity Spark, which will be combined with Playground to offer professional-level mechanics and high-fidelity 3D features, enabling creators to build immersive gaming e

$Alphabet(GOOG)$   $Unity Software Inc.(U)$   Unity Software entered a strategic partnership with Google to build an integrated AI-driven gaming creation and distribution platform. Google’s experimental Playground is available now, letting users generate playable games from text prompts without coding. An expanded product, Unity Spark, is slated for later this year with higher-fidelity 3D and access to the Unity runtime. Distribution will lean on Google’s consumer ecosystem, with Google highlighting top creations to drive audience reach. Platform plans include Google Play Games profile login with built-in multiplayer matchmaking, leaderb

Oil’s Supply, still dire. A slight easing in oil prices and claims that Strait of Hormuz flows have almost returned to “normal” should not be mistaken for market security. The immediate disruption may be easing, but the global stockpile buffer that normally absorbs supply shocks is nearly exhausted. Saudi Aramco CEO Amin Nasser noted that under 6 billion barrels of commercial inventories remain, with most not practically available. The world entered the crisis (end February 2026) with nearly 10 billion barrels of oil stocks, but almost 3 billion barrels of gross supply were lost since the Iran war began, alongside over 1 billion barrels withdrawn from inventories, the last major tool to relieve market pressure. The International Energy Agency (IEA) plans to release 100 million barrels of c

The indices are green, but today I'm less interested in chasing the market and more interested in where the next asymmetric trade may be forming. My five watches today are Micron (MU), Circle (CRCL), SpaceX (SPCX), Rezolve AI (RZLV) and Beyond Meat (BYND). 1. MU: My Highest-Conviction Watch Micron remains my favourite fundamental setup of the group. The latest earnings reinforced the AI memory shortage thesis, but the stock hasn't simply exploded higher afterwards. That hesitation is actually useful. The debate has shifted from whether memory demand is strong to how long extraordinary pricing can persist. My approach today is simple: I don't chase MU strength. I buy good pullbacks while the memory thesis remains intact. What I'm watching now is whether buyers continue defending weakness de

🌟🌟🌟The sudden selloff across the local banking trio $OCBC Bank(O39.SI)$  $DBS(D05.SI)$  and $UOB(U11.SI)$  was sparked by a highly influential research note published on Tuesday morning: The Citi Downgrade: Citigroup downgraded OCBC from Neutral to Sell, slashing its price target to SGD 27.50.  This target implies that the stock was heavily overextended relative to its historical fundamentals. Waning Growth Optimism: Analysts noted that OCBC's upcoming Q3 2026 earnings are expected to be flat year on year.  Furthermore, its Common Equity Tie

$Suntec Reit(T82U.SI)$   Suntec REIT Is Selling Its Best Australian Assets — Why? https://youtu.be/beux_l7Pnfg

Suntec REIT Is Selling Its Best Australian Assets — Why? https://youtu.be/beux_l7Pnfg $Suntec Reit(T82U.SI)$  

Today’s Poll Question: Broadcom may finance Anthropic with up to $42B. What does this look like to you? Ans: ③ Circular financing is increasing, so AI order quality needs a closer look While Broadcom-Anthropic deal is a typical vendor financing, the quatum of finance upto $42B can not be ignored even if Broadcom is sitting on huge cash piles.

Samsung just delivered a set of numbers that look almost unreal. For Q3 2026, the company expects revenue of about KRW 195 trillion and operating profit of roughly KRW 107.4 trillion, or around $80.2 billion, up about 783% year over year. The main driver is still AI: HBM, traditional DRAM and NAND are all benefiting from tight supply, giving memory makers exceptional pricing power. What is more interesting is the market reaction. Despite the record-level profit, Samsung shares barely moved and remain well below their June high. That suggests investors are no longer asking, “How much can Samsung earn this quarter?” The question has shifted to: How long can these margins last? That is now the key debate across the memory sector. Demand is still strong. AI servers continue to absorb HBM, serv

$DHT Holdings Inc(DHT)$ 30 Target Price. --DHT Holdings Inc. Overview-- DHT is the world's largest independent VLCC owner — 3 vessels delivered in Q1-2026, 1 more coming in Q4-2026 with total market cap of $3B. --Growth Catalysts for DHT Holdings (NYSE: DHT)-- 1). Fleet Renewal + Tighter Supply - *4 newbuild VLCCs scheduled for 2026* — first 3 (DHT Gazelle, Addax, etc.) already contributing. Q1-2026 revenue is $157.4M beats EBITDA $133.3M, with profit margin 84.7% (i.e.+97% YoY ). - Total payments for VLCC new-built program is $444.2M by March 31, remaining ∼$77.5M balance deficit only. - Strategy: Sold older tonnage at huge gains — DHT Europe + China sold for $95M cash, $60M gain in Q1-2026. DHT Bauhinia agreed $51.5M sale, $34.2M gain attained at

🌟🌟🌟The selling pressure on the Singapore Exchange has intensified for a second consecutive day, turning what started as a single broker downgrade into a broader macro rout.  Following Wednesday's initial hit, $DBS(D05.SI)$  $OCBC Bank(O39.SI)$  and $UOB(U11.SI)$  extended their declines on Thursday, dragging the benchmark Straits Times Index (STI) down by more than 2.5%. The new catalyst shifting this from corporate profit taking to sector wide panic is a fresh warning from JP Morgan.  Analysts warned that surging global long bond yields whi

On October 7, 2026, $Webull Corp(BULL)$ experienced a sharp 19% drop, with a maximum decline of 23.32%. This unusual market activity was triggered by findings from a bipartisan congressional panel—reported by CNBC—indicating that the digital investment platform, which boasts 28 million global users, maintains structural ties to the Chinese government and poses a national security threat to the U.S. financial system. CNBC reported on Wednesday, citing a report from the U.S. House Select Committee on the Chinese Communist Party, that the committee stated Webull's equity structure, technology, workforce, and data flows all have ties to China, and that the company therefore poses a national security risk. As a result, Webull's stock fell 20% in premar

[你懂的]  Semtech (SMTC): The AI Infrastructure Stock Most Investors Still Overlook When investors talk about AI infrastructure, the usual names are NVIDIA, AMD, Broadcom, Marvell, Micron and SanDisk. But there is another part of the AI infrastructure equation that is becoming increasingly important: How do all those GPUs actually communicate with each other? That is where Semtech (SMTC) gets interesting. Semtech is not a GPU company and it is not simply another “AI chip stock.” It provides critical semiconductor technologies for high-speed data transmission, signal integrity and connectivity inside modern data centers. In simple terms: NVIDIA provides the computing power. Networks move the data. Semtech helps make that data move faster and more reliably. And as AI clusters move fro

Wall Street closed lower following the release of the Federal Reserve FOMC Minutes, with major indexes declining as rising Treasury yields revived inflation fears. In this article, we seek to provide an in-depth analysis of monetary policy shifts, hyperscaler capex dynamics, and asset allocation strategies for the current situation. 1. Key Takeaways from the FOMC Minutes The minutes from the Federal Open Market Committee meeting underscored a decisive pivot toward a higher-for-longer policy stance. While policymakers acknowledged moderating economic momentum in certain sectors, persistent service-sector inflation and robust labor market conditions complicated the disinflation narrative. Several core insights emerged: Prolonged High Rates: A clear majority of participants emphasized that mo

🌟🌟🌟On Wednesday, the Singapore market suffered a bruising wake up call.  Driven by a brutal Citigroup downgrade on $OCBC Bank(O39.SI)$  , an institutional selloff wiped billions in value off Singapore's banking trio, shaking weak hands out of the market and leaving retail portfolios bleeding. Yet amidst this selloff, the spotlight has swung dramatically onto a legendary enterprise that refuses to be ignored: $Great Eastern(G07.SI)$ . For investors looking beyond the daily panic, Great Eastern isn't just a defensive shelter.  It is company of immense value, backed by over a century of history, massive earnings power and a corporate drama that could ex

$DHT Holdings Inc(DHT)$ 28 Target Price.  --Growth Catalysts for DHT-- 1). High VLCC spot rates caused by Hormuz-Strait closure-- Metric Level Date TD3C (MEG–China) VLCC spot rate ~USD 1,034,803/day 2026-09-14 TD34 (Oman–China) ~USD 643,677/day 2026-09-1 TD15 (W.Africa–China) round-voyage TCE ~USD 441,081/day (record high) 2026-09-14 TD22 (US Gulf–China) round-voyage TCE ~USD 289,894/day (record high) 2026-09-14 Core Catalyst: Very tight vessel availability, high market concentration giving owners pricing power. Moreover, restocking demand and geopolitical tensions create a surplus of cargoes, awaiting for VLCC transhippments. Rates have moved from ~USD 132k/day in February to over USD 500k/day recently. This transmits to DHT with high levera

② Earnings are still strong, but the best growth rate is behind us Samsung’s 783% profit surge proves how powerful the AI memory cycle has become. HBM demand remains strong, while server DRAM and enterprise SSDs continue benefiting from hyperscaler spending. But investors should distinguish record earnings from accelerating earnings. Memory is cyclical. Extraordinary margins eventually attract new capacity from Samsung, SK hynix, Micron and Chinese suppliers. If supply catches up faster than demand, pricing power can weaken before AI demand actually slows. That is why Samsung’s muted stock reaction matters. The market is looking beyond Q3 profits and asking whether these margins can survive into 2027. I choose ②. I’m not calling the memory cycle over, but the easiest part of the trade may

Oil’s Supply, still dire. A slight easing in oil prices and claims that Strait of Hormuz flows have almost returned to “normal” should not be mistaken for market security. The immediate disruption may be easing, but the global stockpile buffer that normally absorbs supply shocks is nearly exhausted. Saudi Aramco CEO Amin Nasser noted that under 6 billion barrels of commercial inventories remain, with most not practically available. The world entered the crisis (end February 2026) with nearly 10 billion barrels of oil stocks, but almost 3 billion barrels of gross supply were lost since the Iran war began, alongside over 1 billion barrels withdrawn from inventories, the last major tool to relieve market pressure. The International Energy Agency (IEA) plans to release 100 million barrels of c

We live in an undeniably exciting world where the global news cycle functions as a masterclass in unpredictability, keeping its inhabitants entirely on their toes. A recent fatal illness of a lab technician at a remote research facility sparked international queries regarding a potential plague. Reminiscent of the tight data control during a historical nuclear disaster, officials swiftly assured the public that no high-threat pathogens exist, beautifully demonstrating that certain traditions of managing public narratives remain flawlessly intact. [Applaud]  [Applaud]    Meanwhile, the global landscape continues to shift with remarkable speed. A prominent military force suddenly extracted all its strategic heavy bombers from an allied airbase back to domestic s

The AI trade isn’t just about chips anymore. My Stock of the Day is $Lumentum(LITE)$  a company sitting in a less obvious but increasingly important part of the AI infrastructure chain. What does Lumentum do? Lumentum makes optical and photonic components that allow huge amounts of data to move quickly between servers, switches and data centres. Think of it this way: GPUs are the brains. Optics are the highways connecting them. As AI clusters get larger, the amount of data moving between GPUs is exploding. Traditional electrical connections become harder to scale efficiently, increasing the importance of high-speed optical technology. And LITE is already seeing that demand. Its latest quarter delivered more than $1 billion in revenue, up

Everyone knows Nvidia. Far fewer investors know $Penguin Solutions, Inc.(PENG)$  That’s exactly why I’m watching it. So what does PENG actually do? Penguin Solutions helps customers build, deploy and manage AI data centres. It combines AI computing infrastructure, advanced memory, infrastructure software and services to help enterprises, sovereign AI projects and neocloud providers scale AI workloads.  In simple terms: Nvidia provides the engines. PENG helps build and operate the factory around them. And the latest numbers show why this is getting interesting. PENG reported $567 million of quarterly revenue, up 68% year over year, while adjusted EPS reached $1.00, up 133%. Its memory business was particularly strong, with quarterly sale

The indices are green, but today I'm less interested in chasing the market and more interested in where the next asymmetric trade may be forming. My five watches today are Micron (MU), Circle (CRCL), SpaceX (SPCX), Rezolve AI (RZLV) and Beyond Meat (BYND). 1. MU: My Highest-Conviction Watch Micron remains my favourite fundamental setup of the group. The latest earnings reinforced the AI memory shortage thesis, but the stock hasn't simply exploded higher afterwards. That hesitation is actually useful. The debate has shifted from whether memory demand is strong to how long extraordinary pricing can persist. My approach today is simple: I don't chase MU strength. I buy good pullbacks while the memory thesis remains intact. What I'm watching now is whether buyers continue defending weakness de

Earlier this year, one of Wall Street’s favorite bearish narratives was the “SaaSpocalypse.” The logic was simple: if AI agents can write code, build apps and automate workflows, why would companies keep paying large recurring fees to Salesforce, ServiceNow and other software vendors? That fear hit the sector hard. The S&P 500 Software & Services Index fell more than 26% from late January to its April low. Now the story is starting to reverse. The software index has climbed to a new 2026 high, and earnings expectations are moving higher as well. LSEG data shows expected 2026 earnings growth for the software sector has risen from about 13.8% at the end of March to 20.6%. The key shift is that AI is starting to look less like an immediate replacement for SaaS — and more like a new mo

$OCBC Bank(O39.SI)$  $DBS Group Holdings Ltd.(DBSDF)$  $UOB(U11.SI)$   My first reaction: I would not automatically treat a 5% fall in OCBC as bad news. When a fundamentally strong bank falls sharply without an obvious company-specific negative announcement, I want to ask three questions: 1. Why did it fall? 2. Where is the technical support? 3. What price gives me a good risk-to-reward entry? For OCBC, the important level right now is around S$30.50–S$30.60, because that is where the 60-day moving average and today’s intraday low are sitting. The bigger question is whether this is simply profit-taking

$AppLovin Corporation(APP)$   just dropped a monster Q2: Revenue ~$1.92B (+53% YoY) Net income ~$1.27B (+55%) Free cash flow ~$860M Core engine still humming. Net revenue per install +58%. Install volume slightly down. This machine is extracting more value from the same (or fewer) installs — not just printing volume.Yet the stock cratered to 52-week lows within weeks of the print.The market is no longer arguing whether AppLovin makes money. It’s arguing whether the second growth curve — e-commerce advertising — is real business or just pixels looking busy.The core is not brokenAXON (the ad recommendation + bidding system) keeps improving monetization in mobile games. Clear closed loop: install → spend → LTV. That’s why margins and ca

🌟🌟🌟The sudden selloff across the local banking trio $OCBC Bank(O39.SI)$  $DBS(D05.SI)$  and $UOB(U11.SI)$  was sparked by a highly influential research note published on Tuesday morning: The Citi Downgrade: Citigroup downgraded OCBC from Neutral to Sell, slashing its price target to SGD 27.50.  This target implies that the stock was heavily overextended relative to its historical fundamentals. Waning Growth Optimism: Analysts noted that OCBC's upcoming Q3 2026 earnings are expected to be flat year on year.  Furthermore, its Common Equity Tie

On Tuesday, October 6, 2026, U.S. major stock indexes closed markedly higher, propelling the $S&P 500(.SPX)$ S&P 500—crossing the historic 7,800 milestone for the first time—and the $NASDAQ(.IXIC)$ Nasdaq Composite to unprecedented record closing highs. In this article we seek to provide an analysis evaluating the S&P 500 and Nasdaq milestones, sectoral divergence, macroeconomic catalysts, and the outlook for AI chip heavyweights. 1. Introduction & Market Overview The financial markets exhibited remarkable resilience entering October 2026. Following weeks of macro uncertainty regarding monetary policy trajectory and energy volatility, Tuesday's session delivered a definitive bullish break

$Unity Software Inc.(U)$   $Alphabet(GOOG)$   Alphabet's (GOOG, GOOGL) Google and Unity Software (U) entered a partnership to launch new Playground platform for creators to develop video games using natural language prompts, the companies said Wednesday. People aged 18 and above can access the browser-based platform starting today, with tiered creation access rolling out based on a user's Google One membership, according to Google. Later this year, the companies will launch Unity Spark, which will be combined with Playground to offer professional-level mechanics and high-fidelity 3D features, enabling creators to build immersive gaming e