To The Moon

I believe that AI+ product is a safe haven against tariffs as their product are not actual products that require import and export that the current tariffs are about. The current tariffs are on material stuff and there is nothing on services yet. However, that could change instantly if countries impose policies to make it harder to use these. At this point, I don’t think that would happen as these services often help with productivity and efficiency and doing so would inhibit the economic progress of the country. Technology and AI go hand in hand and can be coupled for greater growth. I think eventually technology will use AI too and both are not mutually exclusive. Consumers can use them for different purposes. Technology is less dependent on supply chain fluctuations and may not be depen

$NVIDIA(NVDA)$ 's recent efforts to modify its AI chips for export to China, in compliance with tightened U.S. export restrictions, present a complex scenario for its share price. While these moves aim to preserve access to a critical market, the overall impact on the stock is subject to a variety of counteracting forces, making a "significant benefit" uncertain and dependent on numerous factors.   The Modified Chips and Market Access: Facing stringent U.S. export controls aimed at limiting China's access to advanced semiconductor technology, Nvidia has been compelled to design less powerful versions of its AI chips for the Chinese market. Notably, the H20 chip, itself a product of earlier restriction compliance, is reportedly being further d

Earnings Calendar (12May25) I am interested in the earnings of JD, Sea, Monday, NU, Tencent, Alibaba, Walmart and John Deere. Let us look at Monday. Monday’s stock price grew 53% from a year ago. The technical analysis recommends “Strong Buy”. The Analysts’ sentiment has a “Buy” rating. The price target of $343.89 suggests an upside of 23.59%. Revenue Growth Trend: Monday.com's revenue has grown significantly, increasing from $78 million in 2019 to $972 million in 2024. The 6-year compound annual growth rate (CAGR) for revenue is not explicitly provided but can be inferred as substantial (approximately 52% CAGR based on the data). Key Milestones: Revenue growth was strong, with increases of 106.3% in 2020, 91.3% in 2021, 68.4% in 2022, 40.6% in 2023, and 33.2% in 2024, reflecting rapi

Market Outlook of S&P500 - 12May25 S&P 500 has risen 8.55% from a year ago. From the Daily interval technical indicators, they point to a “Strong Buy” rating for the S&P 500. 18 indicators have a ”Buy” rating and 3 with a “Sell” rating. Technical analysis of S&P 500: Exponential Moving Average (EMA) lines are on an upward trend (short to medium term). The MACD indicator shows an uptrend and may peak in the coming days. A death cross was formed following the intersection of the MA 50 line (from the top) with the MA 200 line. This implies a pending downtrend. With the candles above the MA50 line and below the MA200 line, this implies a bullish trend in the mid-term and bearish in the long term. The Chaikin Money Flow (CMF) indicator shows more buying than selling volume. Ther

🌟🌟🌟Bill Gates made the right choice to dine in Newton Food Centre as its vibrant atmosphere and diverse offerings makes it a culinary landmark that continually draws both locals and visitors alike. My  favourite stall is Heng Carrot Cake.  It is one of the standout Bib Gourmand stalls in the food centre. Established since 1971, Heng Carrot Cake is noted for its unique approach in steaming its own carrot cake rather than relying on premade versions.  There are both white and black versions. I love the black version with its crispy exterior and lots of wok hei.  Just writing about it makes my mouth salivate. Talking about Durian, I am not surprised that Bill Gates is not too keen about it.  While it is celebrated as the King of Fruits, the pungent aroma can be a lit

Singapore's cost of living: a matter of perspective Many perceive Singapore as exceedingly expensive, but the reality is nuanced and depends heavily on lifestyle choices.  My family, residing in an HDB flat, primarily cooks at home, occasionally dining out at shopping mall restaurants on weekends.  The cost of education, from primary school to junior college, is virtually free for Singaporean citizens.  Compared to average household income, basic living expenses remain relatively low. However, a luxurious lifestyle significantly increases expenses.  For instance, a Certificate of Entitlement (COE) for a car can cost S$100,000—a substantial sum for a 10-year permit.  Similarly, a modest condominium might cost S$2 million, while luxury goods and fine dining are r

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Sea Limited is gearing up to unveil its earnings on May 13, 2025, before the market opens, with analysts pinning earnings per share (EPS) at 93 cents. Fresh off a stellar last quarter where it crushed expectations and rode a 37% sales surge to a stock price boost, Sea’s management is radiating confidence for 2025. They’re forecasting a 20% jump in Shopee’s gross merchandise value (GMV) while promising to sharpen profitability. But with tariffs looming like dark clouds, can Sea keep its winning streak alive, and what might these trade hurdles mean for its business? Let’s dive in. Can Sea Keep the Profitability Engine Roaring? Sea’s been firing on all cylinders, especially with Shopee leading the charge. Last quarter (Q4 2024), the company posted $4.95 billion in revenue, topping the $4.65 b

$Advanced Micro Devices(AMD)$  AMD is a beast ready to roar, with its $160.2B market cap ($102.84/share) masking a titan in the making. Fueled by AI, gaming recovery, and Xilinx’s defense tech, it’s no wonder whales are dropping $180M on July 2025 calls, betting on a breakout past $106.60 to hit $115 fast—a 12% pop. But the real controversy lies in AMD’s Xilinx arm, quietly arming missiles, drones, and satellites for over 30 years. Is AMD the next NVIDIA, or a geopolitical hot potato ready to explode? The Breakout Setup Financial Firepower (Q2 2025): AMD’s $7.4B revenue (up 36% YoY) crushed estimates, rivaling NVIDIA’s growth. Data Center soared 57% to $3.7B, driven by EPYC CPUs and Instinct GPUs. Client & Gaming

"Keep Losing Money in Stock Markets? Do You Have Bad Habits?" Losing money in the stock market is a common experience for beginners—and often a painful one. But behind the numbers, there’s a deeper story: your behavior. Most investors don’t lose because they lack intelligence, but because they fail to develop the right habits and mindset. Yes, when I first started the green journey in investing, I made many of the classic mistakes. Chasing hot stocks, panic-selling during dips, overtrading, ignoring risk—these were all rooted in emotional decision-making. But like any discipline, investing rewards patience, self-awareness, and continuous learning. Today, I’ve cultivated good investing habits and behavior, and now enjoy modest, consistent returns—what I call “modest harvesting.” The goal is

Keep Losing Money in Stock Markets? Do You Have Bad Habits? Losing money in the stock market is a common experience for beginners—and often a painful one. But behind the numbers, there's a deeper story: your behavior. Most investors don’t lose because they lack intelligence, but because they fail to develop the right habits and mindset. Yes, when I first started the green journey in investing, I made many of the classic mistakes. Chasing hot stocks, panic-selling during dips, overtrading, ignoring risk—these were all rooted in emotional decision-making. But like any discipline, investing rewards patience, self-awareness, and continuous learning. Today, I've cultivated good investing habits and behavior, and now enjoy modest, consistent returns—what I call “modest harvesting.” The goal isn’

Hims & Hers is poised to raise up to $1 billion through a convertible notes offering, providing the company with a substantial runway to fuel growth and seize strategic opportunities. This capital could enable acquisitions of competitors, suppliers, or testing and production companies, as well as significant investments in artificial intelligence (AI), a key focus area for the company. Below, I dive into the details of this capital raise, the recent hiring of a new CTO, and how these moves position Hims & Hers as a modern healthcare platform powered by AI. $Hims & Hers Health Inc.(HIMS)$  The Capital Raise: A $470M Convertible Notes Offering (with Upsizing Potential) After the market closed on Wednes

"Tesla's market share in the United States as a percentage of EVs sold has fallen from 75% in the first quarter of 2022 to 43.5% in the first quarter of 2025. While still the leader in the space, this market share slowdown has greatly affected revenue, which declined 20% year over year last quarter." 20% fall in revenue in their largest market is worrying in itself. It is a worst fall the rest of the world.  But the Tesla/Musk fanboys are ignoring fundamentals and hatching on the the robotaxi promise. But do remember before the robotaxi promise, there was the cybertruck promise, and before that there was the cheaper Tesla model promise.  Cybertruck sales is tanking and there are reports of overstock and manufacturing ceasing, barely two years TD after the launch.  The cheape