To The Moon

Hi everyone, it’s been a while! Disclaimer: The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publicatio

The whirring and clicking of robots are no longer confined to science fiction. They’re assembling cars, stocking warehouses, assisting in surgeries, and, if some companies get their way, even flipping our burgers. This automation revolution has ignited a frenzy in the stock market, with robotics-related companies seeing their share prices soar. But are we witnessing the dawn of a robotic renaissance or just another tech bubble waiting to pop? Diving into the numbers reveals whether robotics stocks are the future or if they’re just running on overhyped algorithms. The rise of automation is reshaping industries at breakneck speed The Rise of the Machines (and Their Stock Prices) The robotics sector is experiencing explosive growth, fuelled by rapid advancements in artificial intelligence, co

The rise of artificial intelligence (AI) has been a key thematic for investors in recent years, and data centre (DC) assets are a likely beneficiary as adoption of such technologies gain momentum.Property consultancy JLL noted in its 2025 Global Data Centre Outlook that global DC capacity is projected to grow at 15% per year between 2023 and 2027, but this is not enough to meet growing demand.“The DC sector is on the precipice of enormous, transformative growth driven by the rapid advancement of AI,” it noted, adding that the convergence of rising power requirements and data center growth is leading to a “generational investment opportunity”.Among the actively traded real estate investment trusts in Singapore (S-REITs), five have exposure to DCs, including pure-play trusts Keppel DC REIT a

The five trading sessions saw less than 40 director interests and substantial shareholdings filed for more than 20 primary-listed stocks. Directors or CEOs filed 12 acquisitions, and one disposal, while substantial shareholders filed eight acquisitions and two disposals. 1. $MarcoPolo Marine(5LY.SI)$ On February 11, Marco Polo Marine Executive Director and CEO Sean Lee Yun Feng acquired 500,000 shares at an average price of S$0.054 per share. This took his total interest in the regional integrated marine logistics company from 4.78% to 4.80%. His preceding acquisition was on December 4, with 2 million shares acquired at S$0.053 per share. Mr Lee has been serving as CEO since September 2007. He is responsible for setting the business st