To The Moon

The Straits Times Index (STI) tracks the 30 largest and most liquid companies on the Singapore Exchange, serving as the primary benchmark for the local market. Supported by record-setting performances from major local financial institutions, the index has recently achieved milestone highs.

14 August 2026 Softer producer inflation, falling oil prices and fading rate-hike expectations lifted technology stocks and pushed the S&P 500 to another record close, although a weak 30-year Treasury auction showed that long-term fiscal and interest-rate risks have not disappeared. S&P 500 rose 0.65% to 7,798.99 Dow Jones rose 0.13% to 53,839.99 Nasdaq rose 0.81% to 26,803.03 US 2-year Treasury yield fell approximately 6 basis points to 4.14% US 10-year Treasury yield fell approximately 5 basis points to 4.64% Market data: Reuters⁠ ⸻ News 1) US July PPI came in below expectations, while lower oil prices further reduced pressure for a September rate hike * The US Producer Price Index was unchanged month-on-month in July, below expectations for a 0.2% increase. June’s reading was r

BUY STARHUB AS NETT PROFIT SURGES WITH HIGH DIVIDEND 

On Thursday, 13 August 2026, Wall Street delivered a broad-based momentum workup, driving the benchmark $S&P 500(.SPX)$ S&P 500 to a record high with a 0.7% to 0.8% gain. The tech-heavy Nasdaq Composite $NASDAQ(.IXIC)$ outperformed with a 0.8% to 1.0% rally, while the Dow Jones Industrial Average tacked on 0.1% to 0.3%. The primary catalysts behind this upward thrust were a double dose of macro relief and earnings validation: Cooling Wholesale Inflation: The July Producer Price Index (PPI) print cooled to 4.7% year-over-year—down markedly from June's 5.5% reading and below Wall Street forecasts. Coming on the heels of softer Consumer Price Index (CPI) data (3.4% YoY), wholesale moderation reassur

🎬🐶 Beginner Guide: Why Netflix Rose After Replacing Its Homegrown Titus Solutions with Kueue When I first read that Netflix stock jumped about 3% after announcing changes to its internal technology systems, I wondered: Why would a backend software change make investors excited? 🤔 As a beginner investor, it is easy to think stock prices move only when subscriber numbers increase. But technology companies like Netflix are different. Investors also watch cost savings, efficiency, scalability, and future profit margins. This Netflix story is a good example of that. ⸻ 🍿 What happened? Netflix has long used its own internal container platform called Titus to run many backend workloads. Over the years, Netflix also built several homegrown tools around Titus to manage batch jobs and scheduling. Re

NviDia - will it fly?

will continue bullish....

AMAT Earnings Preview: AI‑sector Optimism Points to Opportunities for Semiconductor Equipment $Applied Materials(AMAT)$   is expected to release its earnings report after the market closes on August 13th. Recently, traditional cloud giants and Neoclouds' AI CapEx have seen better-than-expected returns on their investments. Continued order increases from cloud vendors will indirectly lead to upward revisions of their forward guidance for wafer fab equipment procurement. I. Core Outlook Market expectations for AMAT's FY26-Q3 (quarter ending July 2026) call for revenue of $9.004 billion, corresponding to year-over-year growth of +23.3%, a significant acceleration from the prior quarter's 11.4% YoY growth. EPS

The AI Bear Case Is Cracking: Faster Cloud ROI Keeps the Hardware Boom Alive For much of the past year, the cleanest AI bear case was not that AI demand was fake. It was this: the spending is real, but where is the return? Hyperscalers and AI clouds were pouring tens of billions of dollars into GPUs and data centers. Bears argued that cloud free cash flow would eventually crack, GPU depreciation would be too fast, and some of the demand might simply reflect easy financing or “circular” capital flowing around the AI ecosystem. AI CapEx Is Paying Back Faster Than Bears Expected The latest disclosures are striking: SpaceX is the most aggressive example. Its AI segment spent $15.8 billion of CapEx in Q2, yet CFO Bret Johnsen said the current economics of new compute deployments imply a payback

All Eyes on Optics and Neoclouds. But Who Led the Flow? Yesterday's session looked like a conviction rally on the surface. $NEBIUS(NBIS)$   finished up 34%. $CoreWeave, Inc.(CRWV)$   gained 19%. $SUPER MICRO COMPUTER INC(SMCI)$   added 19%. But flip to the trading data and the picture shifts.  The stock with the highest buy/sell ratio on our platform yesterday — 4.95 — was  $Apple(AAPL)$  . On a day it barely moved. We believe that's not rotation. That's a crowd with more than one idea at once. Short Memory, Long Op

$REALLOYS INC(ALOY)$ $18 Target Price -- About Realloys Inc (ALOY)-- RealLoys Inc is at the centre of a major US policy push to build a domestic rare-earth supply chain, which has driven significant  bullish momentum and impact on it's defence and eletronic sector. -- Growth Catalysts for ALOY-- 1). Trump Key Minerals & Rare Earth Company in 2026-08-07 President Trump hosted 200+ mining executives and announced ~US$3 billion in federal funding for critical minerals. ALOY surged ~15% on the day, alongside the broader US rare-earth sector. Trump Public Endorsement of ALOY 2026-08-08.  In a live interview, Trump explicitly named ALOY as a core upstream supplier for the US permanent-magnet supply chain, stating it would r

On August 13, 2026, YXT.com Group Holding Limited ( $云学堂(YXT)$ ), a provider of enterprise intelligent productivity solutions, announced its unaudited financial results for the six months ended June 30, 2026. The results showed steady revenue growth, continued margin improvement, and stronger operating quality in the first half of the year. At the same time, the accelerated commercialization of AI-related products indicates that YXT’s AI transformation is gradually translating into new business momentum. In the first half of 2026, YXT recorded total revenues of RMB162 million, representing a year-over-year increase of 6.0%. Gross margin reached 70.1%, up 5 percentage points from the same period last year. Net loss decreased by RMB59.5 million year

The STI rally looks impressive, but I think the easy money has already been made. A 24% YTD gain is difficult to ignore, especially when banks have been doing much of the heavy lifting. Yangzijiang’s record earnings show that this isn’t purely a liquidity-driven rally — real earnings are supporting parts of the market. But that also raises the bar. After such a strong run, valuation expansion alone probably won’t be enough. The next leg needs stronger profits, dividends and guidance. I’d be more selective here: banks for cash flow, shipbuilders like Yangzijiang for earnings momentum, and REITs if the rate environment becomes friendlier. My biggest takeaway: the STI may still have upside, but 2026 is shifting from an index-buying market to a stock-picking market.

I remain bullish on the $Straits Times Index(STI.SI) despite its strong run. The +24% YTD gain is impressive, but I believe the rally is increasingly backed by fundamentals — strong banks, resilient GDP growth, infrastructure investment and AI-related demand. The rotation from semiconductors into banks, REITs & industrials also shows that capital is still finding opportunities in Singapore. $YZJ Shipbldg SGD(BS6.SI)$ is a great example of this earnings-driven rally, with record H1 results and a strong order book. Going

👋 Hey SGX fam — if you blinked last week, you basically missed the move. The $Straits Times Index(STI.SI)$ just printed its strongest monthly gain since November 2020, cracked a fresh all-time high on Monday, and a certain shipbuilder decided to rip nearly +19% in five sessions off the back of a record earnings print. Buckle up — here's the full play-by-play, the why, and what actually matters next.   🎇The Setup: STI's Monster July (And an Even Fresher High)   The $Straits Times Index(STI.SI)$ climbed +8.8% in July — its best monthly performance since November 2020. It ended the month at 5,628.50 and notched an all-time high of 5,713.19 on July 29. For the first seven months of 202

$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to

$Coherent(COHR)$ fiscal year 2026 fourth-quarter results were strong. Revenue, profit and next-quarter guidance all beat market forecasts. The debate has moved from whether AI optical demand is real to whether Coherent can add capacity on time and how much growth is already priced into the stock. Q4 revenue reached $2.046 billion, up 33.8% year over year and 13.3% quarter over quarter, passing $2 billion for the first time. Non-GAAP gross margin was 40.2%, up 2.15 percentage points from a year ago. Non-GAAP operating profit rose 62% to $446 million, while adjusted earnings per share grew 74% to $1.74. Profit grew much faster than revenue, showing gains in product mix, yields and pricing. Coherent fiscal year 2026 Q4 results Full-ye

$Cisco(CSCO)$’s fiscal fourth-quarter report confirmed that artificial-intelligence infrastructure has become a material growth engine rather than a presentation talking point. The uncomfortable part was that investors could see the cost of that growth in the company’s margins. Cisco reported after the August 12 close for the quarter ended July 25. Revenue increased 18% year over year to $17.3 billion, while non-GAAP earnings reached $1.22 per share. Networking revenue grew 28% to $9.79 billion. For the full fiscal year, orders for AI infrastructure from hyperscale customers reached $9.3 billion, including approximately $4 billion in the fourth quarter. Cisco’s official fourth-quarter release provides the reported figures and guidance. The bullish

$CAVA Group Inc.(CAVA)$’s second-quarter report offered an unusually healthy combination for a restaurant chain: it opened many new locations while established restaurants attracted more customers. That distinction matters because comparable-sales growth driven by traffic is generally more durable than growth created mainly by menu-price increases. CAVA reported after the August 11 close for the quarter ended July 12. Revenue increased 31.3% year over year to $365.4 million. Same-restaurant sales rose 9.0%, comprising 5.3% traffic growth and 3.7% from price and mix. The company opened 17 net new restaurants, bringing the total to 476, almost 20% more than one year earlier. CAVA’s official second-quarter release provides the operating and financial

$Socket Mobile(SCKT)$  

On Thursday, 13 August 2026, Wall Street delivered a broad-based momentum workup, driving the benchmark $S&P 500(.SPX)$ S&P 500 to a record high with a 0.7% to 0.8% gain. The tech-heavy Nasdaq Composite $NASDAQ(.IXIC)$ outperformed with a 0.8% to 1.0% rally, while the Dow Jones Industrial Average tacked on 0.1% to 0.3%. The primary catalysts behind this upward thrust were a double dose of macro relief and earnings validation: Cooling Wholesale Inflation: The July Producer Price Index (PPI) print cooled to 4.7% year-over-year—down markedly from June's 5.5% reading and below Wall Street forecasts. Coming on the heels of softer Consumer Price Index (CPI) data (3.4% YoY), wholesale moderation reassur

🎬🐶 Beginner Guide: Why Netflix Rose After Replacing Its Homegrown Titus Solutions with Kueue When I first read that Netflix stock jumped about 3% after announcing changes to its internal technology systems, I wondered: Why would a backend software change make investors excited? 🤔 As a beginner investor, it is easy to think stock prices move only when subscriber numbers increase. But technology companies like Netflix are different. Investors also watch cost savings, efficiency, scalability, and future profit margins. This Netflix story is a good example of that. ⸻ 🍿 What happened? Netflix has long used its own internal container platform called Titus to run many backend workloads. Over the years, Netflix also built several homegrown tools around Titus to manage batch jobs and scheduling. Re

14 August 2026 Softer producer inflation, falling oil prices and fading rate-hike expectations lifted technology stocks and pushed the S&P 500 to another record close, although a weak 30-year Treasury auction showed that long-term fiscal and interest-rate risks have not disappeared. S&P 500 rose 0.65% to 7,798.99 Dow Jones rose 0.13% to 53,839.99 Nasdaq rose 0.81% to 26,803.03 US 2-year Treasury yield fell approximately 6 basis points to 4.14% US 10-year Treasury yield fell approximately 5 basis points to 4.64% Market data: Reuters⁠ ⸻ News 1) US July PPI came in below expectations, while lower oil prices further reduced pressure for a September rate hike * The US Producer Price Index was unchanged month-on-month in July, below expectations for a 0.2% increase. June’s reading was r

AMAT Earnings Preview: AI‑sector Optimism Points to Opportunities for Semiconductor Equipment $Applied Materials(AMAT)$   is expected to release its earnings report after the market closes on August 13th. Recently, traditional cloud giants and Neoclouds' AI CapEx have seen better-than-expected returns on their investments. Continued order increases from cloud vendors will indirectly lead to upward revisions of their forward guidance for wafer fab equipment procurement. I. Core Outlook Market expectations for AMAT's FY26-Q3 (quarter ending July 2026) call for revenue of $9.004 billion, corresponding to year-over-year growth of +23.3%, a significant acceleration from the prior quarter's 11.4% YoY growth. EPS

The AI Bear Case Is Cracking: Faster Cloud ROI Keeps the Hardware Boom Alive For much of the past year, the cleanest AI bear case was not that AI demand was fake. It was this: the spending is real, but where is the return? Hyperscalers and AI clouds were pouring tens of billions of dollars into GPUs and data centers. Bears argued that cloud free cash flow would eventually crack, GPU depreciation would be too fast, and some of the demand might simply reflect easy financing or “circular” capital flowing around the AI ecosystem. AI CapEx Is Paying Back Faster Than Bears Expected The latest disclosures are striking: SpaceX is the most aggressive example. Its AI segment spent $15.8 billion of CapEx in Q2, yet CFO Bret Johnsen said the current economics of new compute deployments imply a payback

👋 Hey SGX fam — if you blinked last week, you basically missed the move. The $Straits Times Index(STI.SI)$ just printed its strongest monthly gain since November 2020, cracked a fresh all-time high on Monday, and a certain shipbuilder decided to rip nearly +19% in five sessions off the back of a record earnings print. Buckle up — here's the full play-by-play, the why, and what actually matters next.   🎇The Setup: STI's Monster July (And an Even Fresher High)   The $Straits Times Index(STI.SI)$ climbed +8.8% in July — its best monthly performance since November 2020. It ended the month at 5,628.50 and notched an all-time high of 5,713.19 on July 29. For the first seven months of 202

On August 13, 2026, YXT.com Group Holding Limited ( $云学堂(YXT)$ ), a provider of enterprise intelligent productivity solutions, announced its unaudited financial results for the six months ended June 30, 2026. The results showed steady revenue growth, continued margin improvement, and stronger operating quality in the first half of the year. At the same time, the accelerated commercialization of AI-related products indicates that YXT’s AI transformation is gradually translating into new business momentum. In the first half of 2026, YXT recorded total revenues of RMB162 million, representing a year-over-year increase of 6.0%. Gross margin reached 70.1%, up 5 percentage points from the same period last year. Net loss decreased by RMB59.5 million year

$Coherent(COHR)$ fiscal year 2026 fourth-quarter results were strong. Revenue, profit and next-quarter guidance all beat market forecasts. The debate has moved from whether AI optical demand is real to whether Coherent can add capacity on time and how much growth is already priced into the stock. Q4 revenue reached $2.046 billion, up 33.8% year over year and 13.3% quarter over quarter, passing $2 billion for the first time. Non-GAAP gross margin was 40.2%, up 2.15 percentage points from a year ago. Non-GAAP operating profit rose 62% to $446 million, while adjusted earnings per share grew 74% to $1.74. Profit grew much faster than revenue, showing gains in product mix, yields and pricing. Coherent fiscal year 2026 Q4 results Full-ye

All Eyes on Optics and Neoclouds. But Who Led the Flow? Yesterday's session looked like a conviction rally on the surface. $NEBIUS(NBIS)$   finished up 34%. $CoreWeave, Inc.(CRWV)$   gained 19%. $SUPER MICRO COMPUTER INC(SMCI)$   added 19%. But flip to the trading data and the picture shifts.  The stock with the highest buy/sell ratio on our platform yesterday — 4.95 — was  $Apple(AAPL)$  . On a day it barely moved. We believe that's not rotation. That's a crowd with more than one idea at once. Short Memory, Long Op

$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to

The release of the July 2026 Consumer Price Index (CPI) report on August 12, 2026 provided financial markets with a much-anticipated breathing room. Coming on the heels of hawkish signals from the July FOMC meeting—where three regional Fed presidents dissented in favor of a rate hike—the inflation print confirmed that price pressures continue their gradual, albeit sticky, trajectory toward normal. Headline inflation edged up +0.1% M/M (following June’s -0.4% drop), bringing the annual CPI rate down to 3.4% Y/Y from 3.5%. Core CPI—which excludes volatile food and energy components—rose +0.2% M/M, cooling the annual core reading to 2.5% Y/Y. Within the underlying components: Shelter Inflation: Remained moderate at +0.1% M/M, continuing to account for a substantial portion of the residual ann

The Straits Times Index (STI) tracks the 30 largest and most liquid companies on the Singapore Exchange, serving as the primary benchmark for the local market. Supported by record-setting performances from major local financial institutions, the index has recently achieved milestone highs.

$Cisco(CSCO)$’s fiscal fourth-quarter report confirmed that artificial-intelligence infrastructure has become a material growth engine rather than a presentation talking point. The uncomfortable part was that investors could see the cost of that growth in the company’s margins. Cisco reported after the August 12 close for the quarter ended July 25. Revenue increased 18% year over year to $17.3 billion, while non-GAAP earnings reached $1.22 per share. Networking revenue grew 28% to $9.79 billion. For the full fiscal year, orders for AI infrastructure from hyperscale customers reached $9.3 billion, including approximately $4 billion in the fourth quarter. Cisco’s official fourth-quarter release provides the reported figures and guidance. The bullish

$CAVA Group Inc.(CAVA)$’s second-quarter report offered an unusually healthy combination for a restaurant chain: it opened many new locations while established restaurants attracted more customers. That distinction matters because comparable-sales growth driven by traffic is generally more durable than growth created mainly by menu-price increases. CAVA reported after the August 11 close for the quarter ended July 12. Revenue increased 31.3% year over year to $365.4 million. Same-restaurant sales rose 9.0%, comprising 5.3% traffic growth and 3.7% from price and mix. The company opened 17 net new restaurants, bringing the total to 476, almost 20% more than one year earlier. CAVA’s official second-quarter release provides the operating and financial

BUY STARHUB AS NETT PROFIT SURGES WITH HIGH DIVIDEND 

$REALLOYS INC(ALOY)$ $18 Target Price -- About Realloys Inc (ALOY)-- RealLoys Inc is at the centre of a major US policy push to build a domestic rare-earth supply chain, which has driven significant  bullish momentum and impact on it's defence and eletronic sector. -- Growth Catalysts for ALOY-- 1). Trump Key Minerals & Rare Earth Company in 2026-08-07 President Trump hosted 200+ mining executives and announced ~US$3 billion in federal funding for critical minerals. ALOY surged ~15% on the day, alongside the broader US rare-earth sector. Trump Public Endorsement of ALOY 2026-08-08.  In a live interview, Trump explicitly named ALOY as a core upstream supplier for the US permanent-magnet supply chain, stating it would r

I remain bullish on the $Straits Times Index(STI.SI) despite its strong run. The +24% YTD gain is impressive, but I believe the rally is increasingly backed by fundamentals — strong banks, resilient GDP growth, infrastructure investment and AI-related demand. The rotation from semiconductors into banks, REITs & industrials also shows that capital is still finding opportunities in Singapore. $YZJ Shipbldg SGD(BS6.SI)$ is a great example of this earnings-driven rally, with record H1 results and a strong order book. Going

Why I Waited for NVDA to Fall Before Selling Cash-Secured Puts 🐶📉 One of the biggest lessons I have learned from selling cash-secured puts is that patience is part of the strategy. Many traders feel they must enter a trade immediately when they see a stock moving, but I prefer to wait for a price level that gives me a better risk-reward setup. Recently, I was watching NVIDIA (NVDA) closely as it traded near $222, but I decided not to sell puts there. Instead, I waited until NVDA pulled back to around $217 before I started selling puts. That small difference in stock price changed the option premium, the margin of safety, and my comfort level significantly. ⸻ Waiting for a Better Entry 🕰️📊 When NVDA was around $222, the stock had already rallied strongly. Selling puts at that level would ha

$Lumentum(LITE)$’s fiscal fourth-quarter results demonstrated that the artificial-intelligence infrastructure boom is extending beyond processors into the optical equipment that moves data between servers. Revenue more than doubled and management issued another forecast above market expectations, but a sixfold share-price increase over the preceding year leaves very little room for execution mistakes. Lumentum reported after the August 11 market close for the quarter ended June 27. Revenue increased 109% year over year to $1.01 billion, while adjusted earnings rose to $3.23 per share from $0.88. Both exceeded analysts’ expectations. Adjusted operating margin expanded to 36.6%, showing that higher volume and a richer product mix are producing subst

The STI rally looks impressive, but I think the easy money has already been made. A 24% YTD gain is difficult to ignore, especially when banks have been doing much of the heavy lifting. Yangzijiang’s record earnings show that this isn’t purely a liquidity-driven rally — real earnings are supporting parts of the market. But that also raises the bar. After such a strong run, valuation expansion alone probably won’t be enough. The next leg needs stronger profits, dividends and guidance. I’d be more selective here: banks for cash flow, shipbuilders like Yangzijiang for earnings momentum, and REITs if the rate environment becomes friendlier. My biggest takeaway: the STI may still have upside, but 2026 is shifting from an index-buying market to a stock-picking market.