To The Moon

📈 US Market at All-Time Highs — Still More Room to Run? My Contrarian Take Most retail investors are bracing for a pullback — but I’m taking a different view. While a minor dip may come, I believe the market is headed even higher in the months ahead. Let’s break it down 👇 ⸻ 🔥 Current Sentiment: Too Many Waiting for a Crash When everyone expects a correction, the market often does the opposite. • AAII Bullish Sentiment: Still below historical average • Retail Investors: Largely on the sidelines, fearing they’ll “buy the top” • Put/Call Ratio: Elevated — showing hedging, not FOMO Markets climb a wall of worry — not a wall of confidence. ⸻ Why I’m Still Bullish — Even at All-Time Highs 1. Liquidity Tailwinds Global liquidity is quietly expanding. • Japan and China are adding stimulus • US fin

$Patriot Battery Metals Inc.(PMT.AU)$ Sharing an idea, sharing a trade. PMT is obviously a lithium miner listed in Australia. Like most other lithium miners,$Albemarle(ALB)$ ,$PILBARA MINERALS LTD(PLS.AU)$  ,$LIONTOWN RESOURCES LTD(LTR.AU)$  or$Lithium Americas Corp.(LAC)$ , all of them have seem substantial gains over the week. Many people may not know PMT, since it is listed in ASX rather than in US exchanges. A quick conversation with @JC888 confirmed my suspicion that man

$NTT DC REIT USD(NTDU.SI)$ The data center real estate trust ( $NTT DC REIT USD(NTDU.SI)$ DC REIT), owned by Japanese telecommunications giant NTT, has completed its listing on the Singapore Exchange (SGX), becoming one of the largest initial public offerings (IPOs) in Singapore in the past four years. The REIT raised a total of approximately US$600 million, with an asset portfolio covering six data centers in the United States, Singapore and Austria, with a total asset valuation of more than US$1.6 billion, an overall IT load of 90 megawatts, and an occupancy rate of 94.3%. The REIT focuses on the positioning of "high quality and stable income" and is expected to provide a distribution yield (DPU)

$PING AN(02318)$ is now highly attractive with a dividend yield above 4.5%, likely to rise further. Outperforming risk-free returns and indices, it offers compelling value. Market dips present ideal entry points for long-term growth.

$LI AUTO-W(02015)$ catching the EV rebound! Delivery beats + ADAS upgrades validating its leadership. Saving up to buy one myself-their cars speak for themselves!

$SMIC(00981)$ The STAR Chip ETF strategically invests in leading domestic semiconductor firms like SMIC, which represents China's cutting-edge chip technology. This ETF offers smart exposure to premium industry assets with strong growth potential.

$BYD COMPANY(01211)$ Inter Milan has partnered with BYD as its global automotive sponsor in a three-year deal. BYD will provide around 70 EVs as the club's official vehicles. This collaboration with the renowned football team boosts BYD's global market presence.

$FIT HON TENG(06088)$ riding the electronics revival! Apple chain + auto connectors synergy working. Took 50% profit given cyclical nature - let the rest run.

$INNOVENT BIO(01801)$ delivering! PD-1 global expansion + bispecific breakthroughs - this biotech leader's rerating story has legs.

$MEITUAN-W(03690)$ is steadily climbing, recovering faster than expected! With local services rebounding and in-store demand picking up, the core thesis holds strong. Confident it will lead the consumer recovery cycle—holding on for further revaluation.

$BABA-W(09988)$ finally delivered a long-awaited breakout! The strong volume and price surge in the Hong Kong market confirms the long-term strength of its e-commerce foundation and cloud intelligence growth. This heavy position is a solid validation of my investment logic—will keep holding with confidence!

$Apple(AAPL)$ keeps hitting new highs—solid fundamentals always speak louder. Holding a tech giant like this proves that sticking to quality pays off.

$Amazon.com(AMZN)$ Although Amazon’s gain today was modest, it still reached a new all-time high! My conviction in the e-commerce and AI-driven future remains strong. Holding onto quality companies pays off—trusting the fundamentals and staying the course is the key to success.

$Alphabet(GOOGL)$ proving why it's a keeper! Rock-solid search plus Gemini & cloud momentum - tech giants still got game. Not flashy but steady compounding wins.

$Alphabet(GOOG)$ 's AI bets are paying off! Search moat + cloud growth accelerating - tech titans always bounce back. Not a moon shot but conviction growing, holding for long-term.

$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ short play worked on NVDA $NVIDIA(NVDA)$ pullback! 2x inverse ETF did its job, but AI hype cycle isn't over. Taking 50% profit and keeping hedges - discipline over FOMO.

$ProShares UltraPro Short Russell 2000(SRTY)$ trade nailed the small-cap pullback! 3x short leverage worked perfectly, but trimming 50% position given market volatility. Keeping powder dry for Fed policy shifts - discipline beats greed.

$Red Cat Holdings Inc.(RCAT)$   The recently enacted "One Big Beautiful Bill Act" (OBBBA), signed into law by President Trump on July 4, 2025, allocates significant funding directly relevant to Red Cat's core business. Key Provisions of the OBBBA and Their Impact: The OBBBA includes a total of over $33 billion specifically earmarked for drone systems, autonomous platforms, and artificial intelligence technologies within defense. Within this allocation, critical components for companies like Red Cat include: * $13.5 billion dedicated to small uncrewed systems and autonomous weapons. This funding is explicitly aimed at expanding the domestic small Unmanned Aircraft System (sUAS) industrial base and scaling the development and deployment of low-

I've reviewed the post about the Straits Times Index $Straits Times Index(STI.SI)$  achieving 14 straight highs, and it's impressive to see it rise for the 11th consecutive trading day, marking the longest winning streak in its history. The gains in banking, telecom, and industrial companies fueling this climb are a strong signal of market strength. As I look at this trend, it's clear that Singapore's stock market is gaining attention for all the right reasons. The post highlights how, amid rising global risks, Singapore's stock market has become a relatively safe haven, supported by ample liquidity, a strong domestic currency, and low interest rates. Dividend-yielding stocks being particularly favored adds to