To The Moon

If there’s one thing we’ve learned about Michael Saylor, it’s that he doesn’t play small. Whether it’s turning $Strategy(MSTR)$ into a Bitcoin vault or making audacious price predictions, Saylor is all-in. With Bitcoin fuelling MSTR’s latest rally, the question is: Will another stock split follow? And how seriously should we take his bold $13 million Bitcoin forecast? Saylor’s prophecy—visionary genius or crypto’s ultimate moonshot? Stock Split: A Calculated Move, Not a Knee-Jerk Reaction MicroStrategy has a history of stock splits, but they are far from routine. The last forward split (10-for-1 in August 2024) was a response to soaring share prices, making the stock more accessible to retail investors. Before that, in 2002, a desperate reverse sp

Pilgrim's Pride Corporation $Pilgrims Pride(PPC)$   is one of the largest poultry producers in the world, supplying chicken products to retail, food service, and industrial markets. As a subsidiary of JBS S.A., a global leader in protein production, PPC benefits from strong industry positioning and operational efficiencies. The company has a diverse customer base, including major restaurant chains and grocery stores, ensuring steady demand for its products. With a focus on sustainability and innovation, PPC continues to expand its global footprint, particularly in regions like Europe and Mexico. Investing in PPC stock offers several advantages. First, the company operates in a relatively stable industry, as demand for poultry remains cons

My first choice will be $Parker Hannifin(PH)$ . Parker Hannifin Corporation (PH) is a global leader in motion and control technologies, supplying critical components and systems to industries such as aerospace, industrial manufacturing, and energy. With over a century of experience, the company has built a strong reputation for innovation and reliability. Parker's diverse product portfolio includes hydraulic, pneumatic, and electromechanical solutions, making it a key supplier for businesses looking to improve efficiency and sustainability. Its broad customer base and global presence provide stability, even during economic downturns. Investing in PH stock offers several advantages. The company operates in essential industries that require advan

Hari Raya Puasa is a time of joy, togetherness, and gratitude. From morning prayers to visiting loved ones, the celebration strengthens bonds and highlights the values of generosity and reflection. It’s a moment to reconnect with family and friends while enjoying the warmth of shared traditions. One of my favorite parts of Hari Raya is the food. Dishes like Rendang, Lontong, and Satay are must-haves, bringing rich flavors and nostalgia to the table. Traditional sweets like Kueh Lapis and Dodol make the celebration even more special, adding a touch of sweetness to the joyous occasion. Beyond the feast, Hari Raya is about reconnecting and sharing happiness. Whether through heartfelt greetings or home-cooked meals, it’s a time to appreciate the people around us. Wishing everyone celebrating a

$COUNTRY GARDEN(02007)$ In 2024, Country Garden completed 380,000 delivery sets. No other real estate company came close to CG in terms of build capability and capacity. Home quality has also improved dramatically due to investment & research of new technology. In the ranking of delivered real estate enterprises in 2024, Country Garden delivered 380,000 sets, surpassing Zhonghai and Rongchuang (01918. HK), Poly Development (600048. SH), Green City (03900. HK), Vanke (000002. SZ) and others ranked first in the list.

$Tesla Motors(TSLA)$  Tesla Q1 2025 Delivery Expectations and Stock Outlook Tesla’s Q1 2025 delivery consensus of **377,592 vehiclesmarks its worst performance in over two years, reflecting significant challenges in demand, production, and brand perception . Here’s a detailed analysis of what to expect and how it might impact the stock: 1. Q1 Delivery Estimates: A Steep Decline - **Consensus Revisions**: Analysts initially projected ~450,000 deliveries but slashed estimates to **355,000–385,000** due to weak sales in Europe (-42% YoY), China (-49% in February), and U.S. Model Y production disruptions . - **Key Issues**: - **Model Y Changeover**: Production halts for the refreshed Model Y impacted deliveries globally, particularly in Europe an

1.Investors hate bonds these days, and who can blame them after the horrendous experience of the past few years...But here's one reason to Love Bonds.Recessions often see bonds putting in stock-like returns, and at a time when investors need it the most!Image2.One of the many reasons we're seeing higher Gold $Gold - main 2506(GCmain)$ prices is the cost of production to get gold out of the ground is going up over time too (or in Bitcoin-parlance, the difficulty is rising! 😅 )Image3.European High Yield Credit SpreadsConfidence or Complacency?Image Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Other helpful links

Melco’s strategic shift to an asset-light model promises improved capital efficiency while maintaining its strong 15.6% Macau market share.Ongoing property renovations across the portfolio to organically attract high-value customers after junket market contraction.2025 Projected capex increase of 70.5% to $415 million, backed by a $1.1 billion cash position.Targeted expansion into emerging markets like Sri Lanka and potentially Thailand creates long-term growth avenues beyond the core Macau operations.Despite 6.1x net debt to EBITDA ratio, management’s focus on deleveraging and potential Manila asset sale should strengthen the balance sheet.Investment Thesis$Melco Crown Entertainment(MLCO)$ is an integrated casino-resort operator primarily focused

The thing I emphasized in the ChartStorm was the Changing Tides… consider the following data points and observations:Wall Street analyst Earnings expectations are rolling over from ebullient levels (see today’s chart).Investor Sentiment is rolling over from record highs (e.g. Euphoriameter).Consumer Confidence in the Stockmarket is likewise slumping from a record high back in November.Investor portfolio allocations to stocks are peaking at record high levels.Margin Debt expansion has peaked and rolled over from warning levels.Valuations are moving lower from previous extreme expensive levels (and are still a long way from becoming cheap).The stock/bond ratio is rolling over from stretched levels (and a very low forward-looking equity risk premium); likewise bond yields are rolling over fro