To The Moon

Hello Tigers,In this article, allow us to introduce  @KarenFoo_Equities , a cash boost account trader, and her in-depth investment journey. We hope her story and experiences can resonate with you.Read the story on Karen Foo's first-person visual explanation here: My Investment Journey: Blending Buffett's Wisdom with Global Macro InsightsIf you have any points of interest, please leave comments to further communicate with her. 1. Personal Information Q&A•         How long have you been involved in investing？More than 10 years. However, I was born into a family where my parents are stock investors, so I was introduced to it

$CSE Global(544.SI)$ : Electrifying Growth Fueled by Acquisitions & Backlog Strength🚀 Record-High Revenue – FY 2024 turnover surged 18.8 % YoY to S$861.2 million, powered by robust Electrification and Automation demand across the Americas and Asia-Pacific. Gross margin held near 28 %, underscoring solid pricing discipline even amid cost inflation.💰 Profitability Jumps – Core net profit climbed 63.2 % to S$36.8 million, lifting net margin to 4.3%. EBITDA expanded 29 % to S$82.2 million, highlighting operating leverage as scale builds.📑 Backlog Visibility – The order book closed FY 2024 at S$672.6 million and, after securing S$155.3 million of new wins in 1Q 2025 (41 % communications, 23 % automation, 23 % electrification), still sit

I. Performance and Valuation of Global Equity Indices Source: Bloomberg, Tiger Asset Management II. Key Market Themes i. U.S. Stocks: Macro Conditions Improve, Yet Uncertainties Remain Undiminished Over the past week, U.S. stocks gapped up at Monday’s open following unexpectedly positive developments in China-U.S. trade talks, then climbed steadily in subsequent sessions. Macro data released this week contained no negative surprises, with some even slightly exceeding expectations. The April core CPI rose 0.2% month-on-month (MoM), while the core PPI declined 0.4% MoM — both below prior readings but better than forecast. Additionally, April retail sales edged up 0.1% MoM, marginally exceeding expectations. These figures suggest easing headline inflation and resilient economic activity,

As of Tuesday's market close, in past week equity markets closed lower across the board, with all three major indexes $Dow Jones(.DJI)$, $S&P 500(.SPX)$, and $NASDAQ(.IXIC)$ declining under the combined pressure of trade tensions, Federal Reserve policy uncertainty, and weaker-than-expected economic data, leading to cautious market sentiment. Data from TradingView shows that 14 companies with a market cap of over $10 billion have reached new highs.Trade Tensions:Market optimism surrounding the easing of trade tensions and slowing inflation has been called into question, reigniting concerns. On May 20, St. Louis Federal Reserve President Alberto Musalem state

If you thought the AI trade peaked in 2023, think again.While the hype around anything labeled “AI” has cooled since last year’s frenzy, the market is now shifting toward fundamentals — and the kingmaker is clearly NVIDIA $NVIDIA(NVDA)$ . Forget who’s talking about AI. The new question is: Who’s actually in NVIDIA’s inner circle?NVIDIA just filed its latest 13F, revealing six investments that offer a blueprint for where it thinks the next wave of AI growth will come from. It’s a full-stack bet — from raw compute to real-world applications — and might give us a serious edge if we’re looking to “copy its homework.”Let’s take a closer look at each name.1. $CoreWeave, Inc.(CRWV)$ Key themes: Cloud compute | G