To The Moon

I am intrigued by the headline "SNOW +12%; CRWD Dips - SaaS for AI, Pick Company or $iShares Expanded Tech-Software Sector ETF(IGV)$  ?" and the details about Snowflake and CrowdStrike's recent financial performances.  I note that Snowflake $Snowflake(SNOW)$  reported earnings of 35 cents per share, adjusted, on revenue of $1.14 billion, surpassing the expected profit of 27 cents per share and $1.09 billion in revenue. This strong second-quarter performance, coupled with upbeat third-quarter guidance, impresses me. It seems Snowflake is demonstrating solid growth, which aligns with my interest in companies showing resilience in the market. On the other hand, I

Labubu 4.0 is quite a phenomenon—despite lower quality and a steep 79 RMB price, demand is still strong, with minis trading above 100 RMB. I actually like the idea of spelling out “LOVE” with the new alphabet Labubus for Chinese Valentine’s Day. It’s unique, collectible, and unlike most gifts, Labubus tend to hold their value, which makes them both fun & meaningful. Still, I think gifts can also be practical. Skincare or jewelry work well depending on budget, but I’d personally choose something with investment value, like stocks. A good stock pick not only shows thoughtfulness but can also appreciate over time, unlike most traditional gifts, which lose value quickly. Taylor Swift’s engagement is another reminder of how culture moves markets. $Sig

Alibaba revenue came in at RMB 247.652 billion, below the estimate of RMB 253.17 billion. I acknowledge that this miss is a concern, but I believe it reflects the company's strategic investments rather than a lack of growth potential. The free cash flow recorded a net outflow of RMB 18.815 billion, primarily due to increased spending on cloud infrastructure and investment in Taobao Flash Sales. These are areas I see as critical for long-term success, even if they impact short-term financials. Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise with the development of a new AI chip to fill the gap left by Nvidia in the Chinese market. I am impressed by this move, as it shows Alibaba's commitment to innovation and self-reliance in a challenging geopo

The latest data shows that hedge funds and large speculators are betting on calm continuing with unprecedented force—shorting VIX $Cboe Volatility Index(VIX)$  . However, in September, the VIX may fly as we may see September Effect hit again. I find this volatility potential exciting, as it could create opportunities for those ready to act. With the current shorting trend, I am bullish on the market's ability to rebound strongly once the shift occurs. Fed-Trump drama is also ongoing recently. I see this political noise as a temporary distraction rather than a fundamental threat. History shows markets often recover from such uncertainties, and I believe the upcoming September volatility could be a buying opportunity. My confidence in the m

For CoreWeave to break back above $100 is no biggie. what's more important is the recent dip, beside the disappointing earning reports, the market was also on a slight pull back, that has led the stock price to pull back to eighty over dollars, luckily the share price  did close above $90, this is an important physiological support, and hopefully will serve as important bounce point for future dips. 

[比心] Happy Birthday Singapore! Located at the junction of Grange Road and the Orchard Road shopping belt, Hilton Singapore Orchard (formerly the Mandarin Orchard Singapore Orchard) was one of the first large-scale hotels established in the Orchard Road area in the 1970s. As one of Orchard Road’s historical gems, Mandarin Gallery, which is located beneath Hilton Singapore Orchard, is proud to support 𝐀𝐫𝐭 𝐏𝐨𝐩𝐬: 𝐓𝐡𝐞𝐧, 𝐍𝐨𝐰, 𝐁𝐞𝐲𝐨𝐧𝐝 in celebration of our nation’s 60th year of independence. Held in collaboration with Singapore Gallery Month 2025, experience Singapore’s rich heritage through the works of local and international artists: Nicolas Damiens – French visual designer and photographer behind the City Pop series, capturing the striking interplay between modern and heritage architecture tha

The market buzz is electric today, August 28, 2025, with the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin hovering at $123,456 after a slight dip from $124,000. Tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel are stirring the pot, while Nvidia’s earnings loom large. Here’s a deep dive into the day’s news, stock movements, and trading opportunities to seize—or hedge—before the close. Market Pulse: What’s Heating Up Today? The day’s headlines are packed with action: Nvidia’s Earnings Edge: Shares climbed 1.18% to $164.07 pre-market as investors await its Q2 report, with analysts eyeing a potential 60% upside by year-end. Its $4.3 trillion market cap could sway the S&P 500, up 0.19% to $624.81. Tesla’s Quiet Climb: Up 0.3% to $225.69, Tesla rides AI and EV

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ On August 28, 2025, with the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin steady at $123,456, the debate over long-term investing metrics heats up. Charlie Munger’s idea that long-term compounding mirrors return on equity (ROE) has gained traction, echoed by Warren Buffett’s 1981 insight that a 14% ROE could yield a 14% compound return if the price-to-earnings (PE) ratio holds steady. As investors eye a decade-long horizon, the question looms: Should ROE or PE guide your stock picks? Are return on invested capital (ROIC) and free cash flow (FCF) the real compounding kings? If forced to pick one metric for a 10-year decision, which wins? Dive into this anal

$Canada Goose(GOOS)$ Canada Goose stock soared 15% to $11.30 today, August 28, 2025, following explosive news of take-private bids valuing the luxury outerwear giant at approximately $1.4 billion. Bain Capital, holding a 60.5% stake, has received verbal offers from Boyu Capital and Advent International, pegging the company at $1.35 billion—14% above its $1.18 billion market cap. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 signals stability, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel stir uncertainty. Could Anta, Arc’teryx’s parent, swoop in with a higher bid? Is arbitrage still viable post-rally? This in-depth look unpacks the buyout frenzy, market dynamics, and tr

$Alibaba(BABA)$   Alibaba: Earnings, Value Outlook & Technical Insights 💼📈🔍 On to Alibaba for quite a bit as good long and diversification with $75usd. Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star.  China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets  For Now... here we go 1. Earnings Recap: Cloud Shines Despite Retail Headwinds • Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.

$TENCENT(00700)$ Finally took profit. Needed the liquidity. Will look to re-enter in the future