To The Moon

China Announces Comprehensive Policy Package to Stabilize Economy and Engage in Talks China has introduced a series of targeted economic support policies aimed at mitigating trade pressures and stimulating growth: - Support for Tariff-Affected Firms: New policies will assist businesses impacted by trade restrictions. - SME & Private Sector Financing: A dedicated financing framework will improve credit access for small and medium-sized enterprises (SMEs) and private companies. - Capital Market Stabilization: Insurance companies’ equity investment risk thresholds will be lowered to bolster market confidence. - Property Market Financing Reforms: A revised credit system will better align with the real estate sector's needs. Monetary Policy Easing The People’s Bank of China (PBOC) has

The recent earnings miss by United Overseas Bank (UOB) has sent shockwaves through the financial sector, casting a long shadow of doubt over Singapore’s banking giants. With UOB withdrawing its financial guidance for 2025, investors are left questioning the stability of not just UOB but also its peers—DBS and OCBC. The big question now: Will DBS and OCBC follow in UOB's footsteps, or will they defy the trend and maintain their stronghold in the market? UOB’s Miss: A Signal of Broader Troubles? UOB’s earnings miss wasn’t just a slight stumble—it was a marked shift in expectations. The bank cited global economic uncertainties, tightening monetary policies, and rising inflation as key factors affecting its performance. The decision to withdraw its guidance suggests that the path forward is an

China has just rolled out fresh policy support aimed at revitalizing its economy and boosting market confidence. The announcement comes at a critical time, with investors eyeing whether this move can reignite the same bullish momentum that sent Chinese stocks soaring last September. The policy measures include enhanced credit support for key sectors like technology, green energy, and infrastructure, alongside tax incentives for small and medium-sized enterprises. Coupled with looser regulatory pressures, these steps are designed to restore investor confidence and spur economic growth. The September Surge: A Blueprint for What’s Next? Last September, similar policy initiatives led to a sharp rally in Chinese equities, with tech giants like Alibaba and Tencent rebounding dramatically. Real e

Is it time to revisit FSD related stocks?  With$Tesla Motors(TSLA)$  rolling out robotaxis trial in Austin, Texas, $BYD COMPANY(01211)$  announcement of FSD in their complete lineup, commercial FSD stocks like $WeRide Inc.(WRD)$  and$Pony AI Inc(PONY)$ are back in play.  WeRide announced a wider partnership with Uber in 15 additional cities and Tencent-backed PonyAI announced partnerships with Uber to rollout self driving services in Middle East.  Price wise, WeRide share has retraced from an all time high of $$44 to a recen

The banking sector exhibits cyclical characteristics. High net interest margins (NIM) and wealth management fees seen in 2024 may not be sustainable due to anticipated US interest rate cuts and the potential for a recession. Many Singaporean investors are long-term holders focused on dividend income, having acquired bank shares at lower prices in the past. These investors are generally less affected by short-term market fluctuations. New investors should adopt a patient approach, gradually accumulating positions at more favorable prices.

My investment journey thus far and at this current phase is not all rosy. $Zip Co Ltd(ZIP.AU)$  was first purchased when I was young and new to this investmenr journey and my senior who was working at the firm was telling me how much growing potential this stock has. Sadly, the stock plummeted as soon as I bought it, and every dip I bought invited a deeper dip - till it reached to 50 cents and I was more than 90% down in this stock. From this painful experience, I learnt the importance of understanding the underlying company behind the stocks I invest in (e.g. my conviction for $Tiger Brokers(TIGR)$ is high as I myself am an TIGR user and I love how it simplifie

Earnings Were Solid — But So Were Expectations As an investor in Big Tech, I was generally pleased with the recent earnings season. Microsoft, Alphabet, and Meta all exceeded expectations across both revenue and EPS, with Microsoft's double-digit jump standing out. However, these results weren't entirely surprising expectations were already elevated, and in some cases, the market had partially priced in the beats. Magnificent 7 Forward Guidance Now Matters More Than EPS Beats What really moved the needle this quarter wasn't just the numbers—it was the forward guidance. This is where things got more nuanced. Apple $Apple(AAPL)$   and Amazon $Amazon.com(AMZN)$   both delivered

$Sheng Siong(OV8.SI)$  Regretted selling sheng siong on 7/3/25. I thought i was a stagnant stock at that time at $1.64 per per share. With a dividend of around 3.7%, i felt that it was better to sell sheng to buy ocbc which appreciated higher and had a higher dividend yield of more than 5%.  To my surprise, sheng siong only dropped a few percent during the trump tariffs saga but then rallied to a juicy $1.76 per share. If only i had hold on to sheng siong, i would have made a larger profit. Hindsight is 20/20, it's easy to see the correct course of action after an event has happened, even though it was not so clear beforehand. Now i know how stable sheng siong is as a stock. A really recession proof stock where the goods they are selli

$VNET Group(VNET)$ thank you Tiger Trade for that article a few weeks back on top stocks to invest in mid-term to long-term

$IBM 20250523 235.0 CALL$ Decided to buy back the $245 short call to ride uptrend to $260, wish me luck 

$Palantir Technologies Inc.(PLTR)$  The winners in AI will be powered by Palantir, and the losers will read analyst notes [666]  

$Advanced Micro Devices(AMD)$ see what the price it now! Gogogo and continue flying to the moon!!

$AMZN 20250509 192.5 CALL$ done for today, TGIF

$Tesla Motors(TSLA)$   One of my biggest single profit win from Contra trading account so far.  Traded using ticker symbol TSLL instead of actual TSLA ticket symbol because the price per unit is smaller, while price action is the same as TSLA. TSLL works well with Tiger Contra account because Contra account doesn't allow options trading, and TSLA price is too pricey for trading since profit/loss won't be significant. Entered my TSLL position (at $10.55) when TSLA retrace back to $286-$287 level yesterday which wasn't a great position but I held on anyway because overall TSLA seems to have managed to break and hold $285 very well. Sold all my TSLL position (at $10.84) after TSLA rebound from $285 e

$Verizon(VZ)$ my bigger profit this year

$YINN 20250502 32.0 PUT$   Continue to sell puts to collect maximum premium while the counter is bottoming out...