To The Moon

$CapLand Ascott T(HMN.SI)$ 𝐂𝐚𝐩𝐢𝐭𝐚𝐋𝐚𝐧𝐝 𝐀𝐬𝐜𝐨𝐭𝐭 𝐓𝐫𝐮𝐬𝐭: 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐑𝐞𝐜𝐨𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧 𝐃𝐫𝐢𝐯𝐞𝐬 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 𝐈𝐧𝐜𝐨𝐦𝐞📊 1Q 2025 MomentumGross profit climbed 4% year-on-year to about S$75 million, fuelled by an 11% lift in RevPAU to roughly US$160. Master leases and guaranteed-income contracts now contribute 70% of gross profit, underpinning steady cash flows even as travel demand normalises.🏗️ Divest-at-a-Premium StrategyManagement has unlocked more than S$500 million from asset disposals since 2022 at up to 55% above book value, crystallising gains while pruning low-yield tail assets. Part of these realised gains will be distributed over 2025-26 to cushion the temporary DPU dip during refurbishment works.🔄 Accretive Re-deploymentRoughly S$530 million h

Circle's successful IPO is a significant event for the crypto industry, and it is likely to create a positive ripple effect for several other crypto-related stocks. Circle is scheduled to begin trading later today (05 June 2025) Thursday. In this article, I would like to discuss which companies (e.g. crypto stocks) might benefit. Why Circle's IPO is a Catalyst for Other Crypto Stocks Increased Investor Confidence: A successful IPO from a major player like Circle, especially with its robust demand and pricing above the expected range, signals growing mainstream investor confidence in the digital asset space. This can lead to a broader willingness to invest in other publicly traded crypto companies. Regulatory Clarity: Circle's IPO comes at a time when there's increasing discussion and poten

$CoreWeave, Inc.(CRWV)$ $NVIDIA(NVDA)$ $APPLIED DIGITAL CORP(APLD)$ 🚨🤖📈 CoreWeave at Warp Speed: Can the AI Cloud Kingpin Keep Climbing? 📈🤖🚨 CoreWeave’s ascent is a masterclass in strategic foresight, capitalising on the AI infrastructure boom with precision that has left even tech giants in its wake. Its 276% year-to-date surge, culminating in a record close of $150.48, reflects a market enthralled by its positioning at the nexus of AI compute demand and Nvidia’s GPU dominance. Yet, beneath the euphoria, fundamental questions loom about sustainability, valuation, and risks tied to its concentrated dependencies. Let’s dissect the phenomenon and address the outloo