To The Moon

I’ve gotten here through steady DCA and by picking early disruptors in secular growth themes with massive runway. When I started this account in 2023, there was no perfect trading blueprint -- just me, a love of research, and one mission: turn $100K into $1M. No team. No infrastructure. Just conviction and the belief that if I stayed disciplined, something real would come of it.1. Volatility was the price of admission. You can’t be early to a revolution without feeling every swing in your gut. Disruptive technologies almost always look “overvalued” through traditional metrics -- the only question is whether they can dominate the next decade. And in that process, I learned: moats matter most. A nearly impossible-to-replicate advantage is the single most important factor in deciding where to

🪙CapitaLand Ascendas Trust - Distributable income for 1H 2025 was stable year-on-year at S$331.1 million $CapLand Ascendas REIT(A17U.SI)$ 🪙CapitaLand Integrated Commercial Trust - Acquire the remaining 55% interest in CapitaSpring’s premium Grade A office tower for S$1,045.0 million $CapLand IntCom T(C38U.SI)$ 🪙 ParkwayLife REIT - DPU increased 1.5% year-on-year to 7.65 Singapore cents for 1H 2025 $ParkwayLife Reit(C2PU.SI)$ 🪙Mapletree Pan Asia Commercial Trust - Pricing of S$200,000,000 2.45% Fixed Rate Senior Green Notes due 2032 $Mapletree PanAsia Com Tr(N2IU.SI)$ 🪙CNA938 Rewind - Will NTT DC Reit rec

$Monday.com Ltd.(MNDY)$ Monday’s earnings were solid -- this drop isn’t about last quarter. It’s about whether a mid-market CRM can still justify a ~40x 2025 FCF multiple when this space will get swallowed by the AI tsunami.Only two pure-play CRMs will still matter a decade from now: one for the enterprise market -- $CRM and one for the mid-market -- $HUBS or MNDY. AI is rewriting CRM economics -- what once required massive databases, sales ops teams, and manual pipeline management is now automated by AI copilots and embedded workflow engines. The moat is shifting from “how well you track” to “how deeply you integrate into decision-making.”That’s where the pressure comes in: $Microsoft(MSFT)$ ,