To The Moon

Honestly, I think the market has already priced in much of the tariff shock. A 104% tariff sounds extreme, but once tariffs go beyond 100%, the marginal impact starts to fade—it becomes more about politics than real economics. Trump urging people to buy DJT stock feels more like a sideshow. Still, the retaliation from China and the EU will eventually hit corporate margins and global trade. This short-term rebound could very well be a dead cat bounce. With EPS estimates revised down and the Fed unlikely to step in quickly, there's not much support under the market. I’ve trimmed some tech positions into strength and am holding cash in case we retest lows. The S&P’s current valuation still feels high compared to historical averages. Instead of betting heavily on inverse ETFs—which can suf

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Bessent Tries to Justify Trade War—and It Sounds Insane Alright guys, we’ve officially entered the Twilight Zone. I honestly can’t wrap my head around how one of the sharpest minds on Wall Street keeps sounding more unhinged every time he speaks. I’m talking about none other than Scott Bessent—now the U.S. Treasury Secretary—who’s been on a full-blown media tour defending Trump’s trade war with China. The U.S. is about to hit Chinese goods with a massive 104% tariff, and somehow, Bessent is painting this as a strategic win. He claims China made a huge mistake escalating things, that they’re “playing with a pair of twos,” and that President Trump has “maximum negotiatin

Yesterday’s surge was incredible, but I see it more as a technical rebound than the start of a new bull. Moves like this are common in bear markets — big green days that give investors hope before the next leg down. With all the uncertainty around tariffs and global tensions, one good headline doesn’t change the bigger picture. The fact that the VIX is still elevated tells me fear hasn’t gone away. I’m still holding my Mag 7 positions, but with a cautious mindset. Instead of chasing the rally, I’m using moments of strength to trim or rebalance. These kinds of sharp bounces can be tempting, but staying disciplined is key. I’d rather protect gains than assume the bottom is in without real fundamental improvements. This market remains headline-driven, and Trump is playing a major role in sent

‌$NVIDIA(NVDA)$  ‌‌$Qualcomm(QCOM)$  ‌ Two giants of the chipmaking world, NVIDIA (NVDA) and Qualcomm (QCOM), have recently experienced a downturn in their stock prices. However, there are growing indications that their momentum might be shifting towards a recovery, presenting investors with a compelling dilemma: which of these tech powerhouses deserves their investment? NVIDIA, despite trading at $114 – nearly 30% below its January peak – shows signs of forming a bullish "double bottom" pattern, suggesting that buyers may be stepping in after sellers failed to push the price lower. This positive sentiment aligns with NVIDIA's impressive recent earnings report, which revealed record-breaking rev

I still remember the crash of 2022 like it was yesterday. It was the first time I saw my portfolio bleed so fast — I stayed up all night watching the red candles stack, and the sense of helplessness was overwhelming. I sold some positions out of fear, and the regret that followed taught me a painful but necessary lesson about emotional discipline in investing. That experience changed me. This time, during the recent market plunge, I kept calm and stuck to my plan. I reminded myself how panicking last time only led to bad decisions. Instead of reacting impulsively, I followed a buy-the-dip list I had prepared, and it helped me stay focused on long-term goals, not short-term noise. If I could tell my past self one thing, it would be: “You’ve made it through worse — trust your strategy and do

This market crash has been a tough ride, and honestly, every day feels like a reminder of how unpredictable this journey can be. Some mornings, I find myself staring at the screen, wondering if it’s time to just log off & walk away, but then I remind myself: the best thing you can do in a downturn is stick to your strategy. As hard as it is, I’ve been trying to focus on the bigger picture & not let short-term losses derail me. When things get especially rough, I find it helps to step back and breathe, whether it’s by taking a walk or simply disconnecting for a while. Sometimes, the market’s volatility feels like a personal attack, but I know this is just part of the cycle. Every dip is another opportunity to buy for the long-term. If I had to sum up this whole experience in one sen

I think Singapore’s decision to avoid retaliatory tariffs is wise. Given the risk of escalating trade tensions, retaliatory tariffs could hurt both the US and Singapore’s economy. Strengthening partnerships with like-minded countries and focusing on diplomacy seems like a more strategic, long-term solution to avoid further instability. If I were in charge, I’d focus on collaboration and economic diversification rather than retaliation. Tariffs often end up hurting domestic industries and raising costs, which impacts consumers and businesses. By investing in resilience, innovation, and expanding trade ties, Singapore could better weather the impact of tariffs. The STI $Straits Times Index(STI.SI)$ could see short-term pressure, but the governmen

Have you ever wished to buy a super growing company like Nvidia before the price runs up? Maybe Palantir?  Have you ever wished for a pro-biz US President? Have you ever wished that when you run out of money 💰, you can simply take from others without being punished? They are here, all here! Yes, all at once... In our face! 😁😭 Don't you feel it? Now that they are all here, are you overjoyed? You are supposed to feel that, or so Donald Trump thought so... When the stock market crash occurs, have you then thought of a saviour (some sorts, any sorts in fact) to push them back up?  Ahhhhhh... Nice! It's also here! What have you been doing all these times? From crash to rebound?  Did you scoop in when the crash arrived? 🤔 Or were you so badly wounded with your blood all around the

Silver (XAGUSD) has hit a key turning point after dropping from its October 23, 2024 peak. This decline unfolded in three distinct swings, following a zigzag pattern known as an Elliott Wave structure. Starting from that high, the first drop (wave A) landed at 29.68, followed by a bounce (wave B) to 34.58. Then, the final slide (wave C) bottomed out at 28.328, as seen on the hourly chart. This marked the end of a larger correction phase, called wave (4). Silver found its footing in a critical support zone between 24.86 and 28.56—a range calculated using Fibonacci tools, stretching 100% to 161.8% of the drop from the October high. Now, silver is climbing again in what’s labeled wave (5). To confirm this upward trend, it needs to break past the prior peak of 34.86 from wave (3); otherwise, i

$Intel(INTC)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Introduction Intel’s CEO Lip-Bu Tan announced on April 1, 2025, a bold plan to spin off non-core units, signaling a strategic pivot for the semiconductor giant. This post explores the move’s implications for Intel and the broader chip industry in 2025. Detailed Analysis Intel’s decision to shed non-core businesses—potentially including its foundry services or legacy software units—aims to sharpen focus on its CPU and GPU divisions. Announced on April 1, 2025, this follows a tough 2024, with Intel’s stock lagging competitors like AMD (up 25% YTD) and TSMC (up 30%). The spin-off could unlock $10-15 billion in value

MAG7 Valuation Pullback: Buy or Wait? Due to market concerns and pressure from various parties, Trump authorized a 90-day tariff suspension for certain countries, significantly reducing tariffs to 10% during this period. Benefiting from this positive news, the S&P 500 saw its largest gain since 2008 and the third-largest daily increase since WWII. The Nasdaq rose 12%, marking its second-largest gain in history, narrowing the gap to 2% from before Trump's tariff announcement. U.S. stock trading volume hit a historic high, exceeding 30 billion shares traded in a single day for the first time. MAG7 performed exceptionally well, with the seven companies' market value increasing by an astonishing $1.85 trillion in one day, breaking previous records. MGB7 Valuations Shrink Following Turbulen

Tariffs Dominate: How to Play Bank Earnings Season? The Q1 2025 earnings season is here, with top U.S. banks ready to share their results. $JPMorgan Chase(JPM)$  , $Wells Fargo(WFC)$  , and $Morgan Stanley(MS)$   report this Friday, April 11. $Goldman Sachs (GS.US)$ follows on Monday, April 14, with $Bank of America (BAC.US)$ and $Citigroup (C.US)$ wrapping up on Tuesday. Bank Stocks Wobble Amid Tariff Jitters Bank stocks have been on a tear in recent months, riding hopes of lighter regulation under a Trump administration. But macroeconomic clouds have gat

China’s top leaders are poised to meet Thursday to discuss additional economic stimulus following a sharp escalation in tariffs by US President Donald Trump, Bloomberg News reported, citing sources. The report said the ad-hoc meeting is set to focus on support measures for the property sector, consumer spending and technological innovation. Reuters also reported on Wednesday, citing sources, that China’s top leadership is set to convene a key meeting to hammer out measures to boost the economy and stabilize capital markets, as trade war with the United States escalates.