To The Moon

This “magic” is useless if a Tesla $Tesla Motors(TSLA)$ runs into a light post every 100,000 miles (Feb. 2025).Tesla hasn’t recorded the prerequisite safety data $Alphabet(GOOG)$ $Alphabet(GOOGL)$ waymo or even $General Motors(GM)$ cruise did with a safety driver in the seat for millions of miles before going fully autonomous.If Tesla records every intervention for a year and reports it publicly, I’ll believe FSD is ready. Until then, it’s well behind competitors who are taking the safety needed to be truly autonomous seriously. Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commi

When it comes to the market cycle it’s easy to lose sight of concepts during chaos. Meanwhile oversimplified schematics often instill a false sense of confidence. So I thought it would be worthwhile revisiting my “nuanced version“ of the market cycle.The simple version says that you go in a nice orderly fashion from boom to bust, expensive to cheap, and all you need to do is buy low and sell high. In practice emotions, peer pressure, industry forces all conspire against us through every step of the way. That’s why you need to be data and evidence driven in forming a clear view of where you are at in the cycle and what kind of forward-looking risk vs reward setup is on the horizon.As I attempt to explain in this visual, the best time to go all-in on stocks is when the cycle is turning up fr

Portfolio at the end of March 2025March performance: -8.1%YTD: -7.6%FCF ROC = 39%FCF per share CAGR (5yr) = 23%FCF Linearity (5yr) = 0.93FCF Margin = 36%FCF Margin Expansion (5yr) = 6%FCF Yield = 2.85%There were no outright sales or purchases. The top contributors to performance were ATOSS Software and Cadence Design Systems $Cadence Design(CDNS)$ . The top detractors from performance were NVIDIA $NVIDIA(NVDA)$ and Fortinet $Fortinet(FTNT)$ .ImageOpen a Cash Boost Account (CBA) today and unlock a trading limit of up to SGD 20,000!Enjoy the benefits of upcoming 0-commission, unlimited trading across Singapore, Hong Kong, and US stocks, as well as ETFs. Start tradi

Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano

The S&P 500 just did something it hasn’t done in 2 years… $SPDR S&P 500 ETF Trust(SPY)$ And it’s not bullish. 🔴We just closed a monthly candle red for the first time since 2022.I’m not looking to short yet.But I do think we could slowly bleed down to $510–$490 over the next 3–6 months.That would be a ~10% drawdown.This isn’t a black swan.It looks more like 2022 — slow, controlled downside until we meet the monthly bias.If we see a relief rally back to $580, I might open a short.If not, I’ll sit on my hands and wait for price to come to us.Patience wins.Discipline > prediction.ImageOpen a Cash Boost Account (CBA) today and unlock a trading limit of up to SGD 20,000!Enjoy the benefits of upcoming 0-commission, unlimited trading across Sing

1. $SoFi Technologies Inc.(SOFI)$ 63 days of aggressive selling… and we’re not done yet.There’s a chance we get a relief rally in the coming weeks.But I think there’s a 75% chance we keep bleeding into the next couple of months.My target?A move down to $10–$8 to retest the monthly market bias.We traded underneath that level for nearly 3 years.Now macro structure has flipped — and that’s a good thing long-term.I’ll be looking to load up on shares once we get there.Let the market come to you.Patience pays.ImageOpen a Cash Boost Account (CBA) today and unlock a trading limit of up to SGD 20,000!Enjoy the benefits of upcoming 0-commission, unlimited trading across Singapore, Hong Kong, and US stocks, as well as ETFs. Start trading smarter and more eff

Hi Tigers~ The following are the most bought stocks by insiders in the past week.Data source: Bloomberg, data cutoff date: March 28, 2025. $Wynn(WYNN)$ YTD -4.45% $CME Group Inc(CME)$ YTD 12.91% $Texas Pacific Land(TPL)$ YTD 18.06%“Insider buys” usually means that company executives or major shareholders are confident in the company’s future development and believe that the current stock price is undervalued with potential for appreciation. This behavior may send a positive signal to the market and attract other investors.However, it’s important to note that insider buys do not guarantee an increase in stock prices. Investors should consider other factors as well.R