To The Moon

Circle’s sharp 7% slide after Compass Point Research’s downgrade is a classic example of what happens when a stock gets too hot, too fast—especially in the frothy world of fintech and crypto. The “party” has been raging for Circle and many of its peers as crypto sentiment rebounded, trading volumes surged, and expectations for new products or partnerships reached fever pitch. But now, with a “Sell” rating and fresh concerns about the impact of lower interest rates, the mood has soured fast. Is a pullback to $180 or even lower on the cards? Absolutely—it wouldn’t be the first time a red-hot fintech name gave back some gains after an extended rally. Do I agree with Compass Point’s downgrade? Their reasoning has merit: a Fed rate cut is a double-edged sword for companies like Circle. On one h

S-REITs hitting fresh 52-week highs in 2025 is proof that yield still matters, even in a world obsessed with AI stocks and big tech breakouts. The SGD 400 million in net retail inflows is telling—Singaporeans love their dividends, and the stability of S-REITs has become a kind of financial comfort food in an uncertain world. But while retail investors are buying in droves, institutions have quietly taken the other side of the trade, offloading over SGD 500 million in the first half of the year. This sharp divergence begs the question: are we looking at true dividend kings or just value traps in disguise? Which REITs have room to grow? Not all S-REITs are created equal. Data centre and logistics-focused names like Keppel DC REIT, Mapletree Logistics Trust, and Ascendas REIT stand out with s

The second half of the year is shaping up to be a true test of investor discipline—and, honestly, nerve. After a spectacular first half, with major indices at record highs and everyone suddenly an AI expert, it’s tempting to just stick with the winners and hope for a repeat. But experience (and a bit of market cynicism) tells me that H2 is rarely a carbon copy of H1. There’s more noise, more rotation, and usually at least one big surprise lurking. My outlook? Cautiously optimistic—but with a clear tilt towards risk management. It’s hard to ignore the momentum in tech, chips, and AI, but after such a big run, I’m trimming back my largest winners and rotating a bit into sectors and regions that have lagged (think value, international, or select commodities). I’m also keeping a chunk of my po

Absolutely love this campaign—pre-sale “egg exposure” at Tiger Mall is a brilliant way to crowdsource creativity and hype up new products before launch. The surroundings of a mall set the whole mood, and it’s refreshing to see a platform asking its community to vote, comment, and get truly involved in shaping what’s next. If I could vote or wish for any surrounding product at Tiger Mall, I’d love to see a fusion of tech and lifestyle—maybe smart benches with wireless charging, AI-powered interactive info kiosks that double as art installations, or pop-up zones for digital collectibles where you can scan a code and win Tiger coins on the spot. For design, how about eco-friendly planter walls that filter air and act as selfie backgrounds, or augmented reality murals that come alive with your

🚀 Microsoft vs Meta Earnings Surge — But Who’s Winning the AI Battle? 💥🧠 In a blockbuster earnings week, Microsoft ($Microsoft(MSFT)$  ) surged +8% and Meta ($Meta Platforms, Inc.(META)$  ) rallied +11%. Both hit fresh all-time highs — but their AI strategies couldn’t be more different: 👉 Microsoft is leaning into enterprise AI with Azure and Copilot. 👉 Meta is reinventing itself through AI-powered ad targeting and social commerce. So who has the stronger moat in the next decade? Let’s unpack. 👇 --- ☁️ Microsoft: Owning the Enterprise AI Stack Microsoft’s latest earnings were led by a resurgent Azure — up roughly 29–31% YoY, outpacing slower PC and Office grow

Microsoft version 2.0 6 trillion market cap ? These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way  🔹 GitHub Boom More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled! 🔹 Big Companies Love AI Tools Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365). • Barclays is giving Copilot to 100,000 employees after a successful test with 15,000. • UBS is expanding it to all their staff. • Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each. 🔹 Cloud Tools Are Growing Too Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI app

$Tesla Motors(TSLA)$ $ProShares UltraPro QQQ(TQQQ)$ $T-REX 2X INVERSE TESLA DAILY TARGET ETF(TSLZ)$ 🚨🧠📉 Tesla bleeding, or baiting? I’m not buying the shakeout. 📈🚘⚡ I’m extremely confident the current price action in $TSLA is an engineered liquidity drain, not a true breakdown. While retail panic sets in, the charts, macro, and fundamentals are aligning for the next major upside phase. The stock closed at $312.05, down –2.19%, but the internals tell a different story. RSI(6) is deeply oversold at 23.25. RSI(12) and RSI(24) remain at 33.76 and 41.53, respectively: classic coil compression. MACD: DIF –0.9638, DEA –0.1579, Histogram –1.6118. A bullish reversal setup

$Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ earnings are over but even with iron condor I would have probably made a loss as they jumped too much. I have tried strangles and straddles and also tried iron condors before. The problem nowadays is that volatility is changed, small narratives and statements can greatly get stock valuations down or up. I had a bad experience with Adobe last season when the price just tanked from the 550 range to 400 range and all my strangles and condors became useless. This scared me for a bit and I laid off for a while from earnings period trades. However slowly recovering. The problem lies in predicting the move. Idea: use expected moves to predict the movemen

$Amazon.com(AMZN)$ $Apple(AAPL)$ 🧠📊🚀 8 Straight EPS Beats: Will Apple & Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning

$Coinbase Global, Inc.(COIN)$ 🪙📊🚀 Coinbase Breakout Ride: $COIN Ignites On Quadruple Tailwind 🚀📊📈 I’m extremely confident this is not just a setup; it’s a structural rerating in motion. With the SEC’s Project Crypto initiative officially launching and crypto-friendly legislation accelerating, $COIN is poised to capture institutional flows and derivative expansion. Call flow shows heavy $435 calls and bullish net premium stacking, matching unusual whales activity ahead of earnings. The stock has jumped from ~$377 to ~$386 with net call premiums far eclipsing puts, put/call ratio around 0.35 compared to ~0.56 usual, and implied volatility near 62.1% pricing ~$15 daily moves (~6.4%) ahead of results. 💰 Financial Performance Breakdown: Full-year 2024