To The Moon

The Hang Seng Tech Index ‌$HSTECH(HSTECH)$  ‌ has been consolidating within the broader Hang Seng Index ‌$HSI(HSI)$  ‌since February 14, 2022 (Happy Valentine’s Day!). Last week, it successfully broke out with a strong upward move, clearly surpassing the consolidation range and closing above the 200-week EMA. Actions:  1. Holding Position ‌$BABA-W(09988)$  ‌$Alibaba(BABA)$  : I am not increasing my allocation to Alibaba, as I already hold a 25% position, and the RSI is approaching overbought levels. I am also not selling or considering selling covered calls. I am mentally prepared to stay

If you have been following the S&P 500 sector, you will discover that over the past weeks, the consumer discretionary sector have not been performing. We saw $Consumer Discretionary Select Sector SPDR Fund(XLY)$ lost 2.84% over a 5 day period, If we were to compare to the other sectors, this loss is quite significant and stand out. I would like to look at what impact does the tariffs have on the consumer discretionary sector. One of the names that is significant is $Tesla Motors(TSLA)$ and $Nike(NKE)$ , these are the 2 names which have lose quite significantly if we looked at the 5-day trending of the XLY. These 2 names have lost more than 10% over the 5-day pe

1. Lemonade | $Lemonade, Inc.(LMND)$ Despite being a young and unprofitable insurance company ~12 months away from EBITDA profitability, $LMND are growing extremely quickly with very limited increases in operating costs. Forecasting ~25% top line growth, and a big bet on the auto market coming up, $LMND at 3.8x sales seems like a great bet to be making. I have a newsletter article release on $LMND coming up. It's a big deep dive into this future Gen AI giant.2. Lantheus Holdings | $Lantheus(LNTH)$ $LNTH is a radiopharma company currently with 3 main products:- PLYARIFY (mature)- DEFINITY (mature)- TechneLite (high growth)There's also investing heavily into the Alzheimer's market which management expect to

Market OverviewAll three U.S. stock indexes closed lower on Friday (Feb. 7) after President Donald Trump said he plans to announce reciprocal tariffs on many countries next week, following weak jobs and consumer sentiment data.Regarding the options market, a total volume of 47,732,096 contracts was traded, up 2% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $PLTR(PLTR)$, $AMZN(AMZN)$, $UBER(UBER)$, $AAPL(AAPL)$, $AMD(AMD)$,

🌟 Welcome to our "Top Contributor" Awards Program! 🌟Congratulations to the outstanding contributors who made last week unforgettable! You are the heartbeat of our community, and your dedication shines bright.From 20 Jan - 26 JanWeekly Top Contributor ($25 stock voucher):@Bullaroo @koolgal @Mickey082024Weekly Top Contributor ($15 stock voucher):@JC888 @yourcelesttyy @thewontoninvestor @HMH

1. $Tesla Motors(TSLA)$ Robotaxi Bear Case DebunkedPeople say $Uber(UBER)$ is competing against $TSLA. That's wrong. $UBER is not an AV manufacturer. Is $Amazon.com(AMZN)$ e-commerce going out of business because merchants can sell directly to consumers? Of course not. AV manufactures will need $UBER's 170M monthly active users will to fill the demand. Plus, the AV manufactures will not have to worry about pricing, route optimization, daily operations, fraud, lost items, and so much more that comes into running a ride hailing platform. Long $TSLA and long $UBER. If they partner, even better.2. Competitive Advantage The $Uber

In this earnings season, most $.SPX(.SPX)$ companies exceeded EPS expectations, although the overall magnitude of the surprises was lower than historical levels.Nevertheless, the strong performance of leading sectors drove both earnings and revenues higher, and the market remains cautiously optimistic about growth in the coming quarters.How do S&P companies perform in this earnings season?77% of companies delivered positive EPS surprises, with an average EPS surprise of +5.0%—well below the 5-year average of +8.5%.On the revenue side, 63% of companies beat expectations, but the average revenue surprise was only +0.9%. The blended earnings growth rate reached 13.2%, the highest level since Q4 2021, while the revenue growth rate stood at 5.0%.Ho

The five trading sessions saw more than 50 director interests and substantial shareholdings filed for 30 primary-listed stocks. Directors or CEOs filed 14 acquisitions, and no disposals, while substantial shareholders filed five acquisitions and five disposals. 1. $CapLand Ascott T(HMN.SI)$ CapitaLand Ascott Trust (CLAS) is a stapled group consisting of CapitaLand Ascott Real Estate Investment Trust and CapitaLand Ascott Business Trust. CLAS is the largest lodging trust in Asia Pacific with an asset value of S$8.8 billion as at Dec 31. CLAS is managed by CapitaLand Ascott Trust Management Limited and CapitaLand Ascott Business Trust Management Pte Ltd (the CLAS Managers), both of which are wholly owned subsidiaries of CapitaLand Invest

Real estate investment trusts (S-Reits) with retail assets in Singapore continued to post strong committed occupancy and positive rental reversions in their latest reporting period ended December.The robust operating performance comes on the back of tourism recovery as well as proactive asset management by the retail landlords. Market expectations are for committed occupancy in the retail segment to remain high, with continued rental growth in 2025.1. $Frasers Cpt Tr(J69U.SI)$Frasers Centrepoint Trust – one of the largest suburban retail mall owners in Singapore –continued to report high portfolio committed occupancy of above 99% in its 1Q business update. Shopper traffic and tenant sales also grew by 2.7% and 2.5% respectively in the first qua