To The Moon

A popular theory among traders is that US stocks rise higher in January than in other months. Appropriately deemed the January Effect, the effect is typically explained by traders entering position after tax-loss selling has completed, but over the last decade the effect has lost much of its visibility. Similarly, if stocks rise in January, the year will end positively in 85% of cases.US stocks had a volatile start to January, with the Fed raising long-term inflation targets, Trump following through on tariffs, and disruptions in the tech industry. The S&P $.SPX(.SPX)$ was buoyed by consumer spending coming in above expectations with inflation coming in at expectations.Oil prices peaked in the middle of the month at $78.71 following stronger i

According to data from JLL, leasing activities in quality office developments in Singapore improved in 4Q 2024. Rental and capital values are expected to stay stable in the first half of 2025 and recover in the latter half of the year.CBRE predicts a modest rise in Core CBD Grade A rents in 2025 due to tentative demand, limited supply, and continued flight to quality.We preview this earnings season as four of six Singapore-based office S-REITs have reported.1. $KEPPEL REIT(K71U.SI)$ Keppel REIT reported stronger FY2024 property income and net property income (NPI) increasing by 12.2% and 10.7% year-on-year respectively. This growth was driven by better performance at Ocean Financial Centre, T Tower and KR Ginza II, as well as contributions from

$Advanced Micro Devices(AMD)$ In recent days, we've seen a significant selloff in tech stocks, especially in the AI sector, which has spilled over into the broader market. Today, the consequences of Donald Trump's tariffs on China, Canada, and Mexico have been felt, with widespread losses across the stock market. One company that continues to struggle is AMD (Advanced Micro Devices), which some have humorously referred to as "Advanced Money Destroyer." Tomorrow is a pivotal day for AMD, as they will report earnings after market close. Analysts expect a 41% year-on-year increase in earnings per share (EPS), with double-digit growth expected for all four quarters this year. Over the past four quarters, AMD has consistently met or exceeded expectation

As of February 4, 2025, neuromorphic computing has emerged as a transformative technology, revolutionizing various industries by mimicking the neural architecture of the human brain. This article explores the fundamentals of neuromorphic computing, its current applications, and the potential challenges and future prospects it presents. 1. Understanding Neuromorphic Computing 🧠 Defining Neuromorphic Computing Neuromorphic computing involves designing computer systems that emulate the neural structures and operation of the human brain. This approach aims to achieve higher efficiency and performance in processing complex tasks by leveraging brain-inspired architectures. 🔑 Key Characteristics Parallelism: Processes multiple operations simultaneously, akin to neural networks in the brain. Energ

$SMIC(00981)$   A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?).  Why? Simple - 2 important reasons. 1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. Donald Trump will likely continue what his predecessor did in this aspect. 2) Chinese government's support [USD]  [Allin]  [Allin]  [USD]  No matter how badly the rest of the economy is doing, Chinese government is throwing its weight behind technology co

Global markets closed lower, weighed down by trade war uncertainty. 🇺🇸 S&P 500 Index: -0.75% 📉 🇺🇸 Nasdaq Index: -1.20% 📉 🇪🇺 STOXX 600 Index: -0.87% 📉 🇯🇵 Nikkei 225 Index: -2.66% 📉 🇭🇰 Hang Seng Index: -0.04% 📉 🇨🇳 CSI 300 Index: Market closed 🇸🇬 Straits Times Index: -0.75% 📉 US markets declined, with the S&P 500 falling by -0.8% and the Nasdaq down -1.2%, as non-essential consumer goods and tech stocks were hit by concerns over Trump's tariffs and supply chain disruptions, negatively affecting investor sentiment. January ISM Manufacturing PMI rose to 50.9, its first increase in over two years, beating expectations of 49.3. This positive data boosted the US dollar, reflecting investor confidence in the economy. Eurozone inflation for January was estimated at 2.5% year-on-year, higher