To The Moon

$Micron Technology(MU)$  $SK hynix(SKHY)$  $SanDisk Corp.(SNDK)$   The memory trade is fighting back. After last week's brutal selloff, Monday brought some much-needed relief. Micron (MU): $733.15, +6.25%. SanDisk (SNDK): $887.54, +6.28%. SK Hynix ADR (SKHY): $134.34, +5.50%. But here's what fascinates me. Micron recently reported quarterly revenue of: $54.23 BILLION. SanDisk delivered: $11.03 BILLION. SK Hynix reported long-term agreements covering more than: 50% OF ITS EXPECTED 2027–2028 CAPACITY. So why did these stocks suffer such a violent correction? I think Wall Street is questioning something deeper. MEMORY DEMA

🌟🌟🌟Singapore banks ticked higher on Tuesday 10 November, staging a powerful recovery with all 3 banks closing higher. While the latest US hot inflation print sent a shudder through the US markets overnight, it has handed a fundamental gift to Singapore's financial sector. What Is Actually Fueling The Fire? This sector wide surge isn't just short term volatility.  The sudden upward momentum is driven by a unique mix of global macro shifts and crucial domestic catalysts: The Higher For Longer Interest Rate Lifeline: In the stock market, sticky inflation is usually treated as a villain.  However for commercial banks, it is an absolute tailwind.  Markets are now aggressively pricing a prolonged rate environment from the US Federal Reserve, with some governors even floating a 50

I would prioritise Treasury yields, followed by the underlying core CPI components and TSMC's order outlook. The hotter-than-expected CPI figures suggest inflationary pressures remain persistent, particularly in shelter and other essential expenses. This complicates expectations for monetary easing and could keep borrowing costs elevated. For QQQ, rising Treasury yields are particularly concerning because higher discount rates reduce the present value of future earnings, putting pressure on richly valued technology stocks. However, TSMC's order outlook remains important. Sustained AI infrastructure spending could support semiconductor earnings even amid tighter financial conditions. Ultimately, strong earnings growth and reasonable valuations must work together. AI optimism alone may not s

I remain bullish on AI infrastructure, and CoreWeave's $CoreWeave, Inc.(CRWV)$ 168% revenue growth and $132.5 billion backlog highlight strong demand. However, its nearly $47 billion debt and massive capital expenditure remain major concerns. Revenue growth does not guarantee sustainable profitability. Personally, I would favour NVIDIA over CoreWeave for the long term. $NVIDIA(NVDA)$ has a stronger competitive moat through its GPU technology and CUDA ecosystem, while CoreWeave faces greater financing and execution risks. I am not c

$META 20251031 765.0 CALL$ 

$兆易創新(03986)$ 

Anthropic is preparing for one of the biggest technology IPOs in history. The company behind Claude AI has set an indicative price range of $70–$78 per share, with its planned Nasdaq ticker symbol ANT. The proposed valuation is attracting attention because earlier expectations had reportedly reached $2 trillion. After the recent sell-off in technology and AI stocks, the lower price range may look more attractive. But does that make Anthropic a bargain? I think investors need to look beyond the headline valuation. 1. Extraordinary revenue growth Anthropic’s growth figures are impressive. Third-quarter 2026 revenue reached approximately $17 billion, compared with $1.4 billion in the same quarter last year. That represents more than 12 times year-on-year growth. Even more striking, its Octobe

After last week’s sharp technology sell-off, the market is showing signs of recovery. CoreWeave’s latest earnings have helped ease concerns about AI demand, but hotter-than-expected US inflation has created a new challenge for growth stocks. I think today’s opportunities are worth looking at from two angles: whether AI infrastructure can sustain its recovery, and whether other sectors can attract investors looking beyond technology. Here are four stocks on my watchlist. 1. $Corteva, Inc.(CTVA)$ – A non-tech earnings opportunity Corteva is an agricultural science company focused on seeds and crop protection. It is due to release its third-quarter results after the US market closes today. Analysts are expecting approximately $1.8 billion in rev

The recent sell-off in AI-related stocks has raised an important question: are investors losing confidence in AI demand, or are they simply becoming more cautious about how much money companies are spending to build AI infrastructure? This week’s results from $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ offer an interesting test. CoreWeave has already reported its third-quarter results, while Nebius is due to report on November 12. Both companies operate in the fast-growing AI cloud market, but their funding structures and financial risks deserve closer attention. 1. CoreWeave: Impressive growth, but financing remains a concern CoreWeave delivered strong third-quarter revenue of $3.66 billion, up

【PERFORMANCE AT A GLANCE 】 【PRODUCT COMMENTARY 】 Money Market Fund  US$ MMF net 7-day yield: 3.65%   7-day net yield is calculated using calendar days and NAVs rounded to five decimal places.  US Treasury yields declined across the curve following the 3 November US midterm elections, with the front end leading the rally. The Democratic sweep in the US election eased political uncertainty and led to speculation of Iran war ending sooner, which resulted in oil prices plunging. The risk-off move in technology shares reinforced safe haven demand.   OIS markets’ rate-hike pricing for 2027 had been pared back. Focus turns to US CPI on 10 November, followed by jobless claims on 12 November and PPI on 13 November.  S-REITs  SRT YTD total return: -7.07%&