To The Moon

After the recent tech selloff, this earnings week arrives at exactly the right moment. SpaceX reports Tuesday, followed by Meta and Tesla. The market already knows these companies can spend enormous amounts of money. Now it wants evidence that those billions are producing returns. My ranking going into earnings: 🥇 META: strongest proof of AI monetisation 🥈 SpaceX: highest upside surprise potential 🥉 TSLA: highest execution risk 🔵 SPACEX: THE FIRST TEST At roughly $145, SpaceX goes first. Consensus is around $12.96B revenue and $0.139 EPS, but those headline numbers are not what I would trade. I am watching: Starlink growth → launch economics → margins → AI infrastructure opportunity. The bull case becomes much stronger if Starlink growth remains powerful while operating leverage improves.

QQQ fell 2.50% Friday, while the S&P 500 lost 1.11%. The obvious explanation is hotter inflation plus Fed uncertainty. But I think the more useful interpretation is this: The market is not pricing a guaranteed hike. It is repricing the probability that rates stay restrictive for longer. That distinction matters enormously for what I would buy next. 🔵 WHY WARSH'S SILENCE MATTERS Warsh declined to pre-commit ahead of the 27-28 October meeting. That is not automatically hawkish. But markets dislike uncertainty, particularly when valuations are elevated. Hotter CPI and PPI have already weakened the case for easier policy. If bond markets begin pricing another hike, long-duration technology gets hit first because its valuation depends heavily on future earnings. That explains why QQQ fell m

🌟🌟👍Welcome to Investing 101: The SDR Series.  In this series we are shining a spotlight on the top picks for each country covered by the Singapore Exchange.   The Singapore Depository Receipt or SDR as it is more popularly known ,was officially launched on 30 May 2023. The Origin Story: How It Began  The original idea was simple: local investors were suffering from serious FOMO (Fear of Missing Out) on regional growth but did not want the headache of managing overseas brokerage accounts and multi currency exchange fees.  SGX gave them a passport to buy great companies listed overseas right here at home. The Growth Explosion: From Local Pilot to Global Giants  What started as a modest regional experiment has snowballed into an absolute cross border empire. 

🌟🌟🌟 Let's be honest: looking at recent performance, the Hong Kong market requires a strong stomach and a large box of tissues.  The Hang Seng Index has felt less like a sophisticated financial hub and more like a malfunctioning elevator.  Between macroeconomic jitters and international investors sitting on their hands, Hong Kong equities have taken a huge structural beating. But as any veteran investor will tell you, a depressed market is exactly where generational wealth is built.  When everyone else is panicking, the bargain bins open up. Welcome to Investing 101: The SDR Series Part 2.  Today's spotlight is on the high octane, deeply discounted world of Hong Kong SDRs. Thanks to Singapore Depository Receipts (SDRs), you can load up on Hong Kong's most resilient mega

Options Puppy | Earnings Season Special | 20 October 2026 🐶 1. Why I Pay Attention to Earnings Season When I look at an earnings calendar, I do not just see three companies preparing to announce their financial results. I see three potential catalysts that could change investors’ expectations, move individual share prices and influence market sentiment. In the earnings calendar you shared, the three companies are: 1. Netflix (NFLX) Entertainment and streaming Investors will focus on subscriber growth, advertising revenue, pricing power and operating margins. 2. SpaceX (SPCX on your calendar) Space launches and satellite communications The key questions concern launch demand, Starlink revenue, capital expenditure and profitability. The SPCX symbol shown in your screenshot should be verified