To The Moon

$CapitaLandInvest(9CI.SI)$  There has been chatter around CLI’s potential merger with either Mapletree or Frasers Property. While the market speculates on consolidation, I believe strategic discipline must prevail. 🔍 Mapletree Merger – Misaligned Portfolios, Minimal Synergy I’m negative on any CLI-Mapletree merger. Their portfolios are structurally divergent—Mapletree leans heavily into logistics and industrial, while CLI’s strength lies in integrated developments and hospitality. The overlap is minimal, and any merger would likely dilute operational clarity rather than enhance it. Forced integration across such different asset classes risks inefficiency and muddled execution. ✅ Frasers Property – A More Tactical Fit A buyout or merger with

$Sea Ltd(SE)$   Every time Sea Ltd surprises the market, it feels like investors can’t decide whether to cheer or hold their breath. After a volatile October, $SEA is once again in the spotlight as it prepares to release its next earnings report. Expectations are high: analysts forecast earnings of about $0.77 per share and revenue climbing 30.5% year over year to roughly $5.65 billion, up from $4.33 billion a year earlier. The numbers suggest a company that has regained its footing after a rough couple of years—but investors want to know whether this growth is sustainable or just a short-term rebound. Last Friday’s sharp pullback in the stock wiped out a good chunk of the recent rally, yet something interesting

$Alphabet(GOOG)$ Alphabet’s blockbuster Q3 earnings on Oct. 29, which shattered expectations with a record $102.4 billion in revenue and an impressive EPS of $2.87. The company delivered double-digit growth across Search, YouTube, and Google Cloud, reaffirming its dominance in digital advertising and cloud computing. CEO Sundar Pichai emphasized the accelerating impact of AI, including a major deal with Anthropic for up to 1 million TPUs and over 70% of cloud customers now using Google AI tools—underscoring Alphabet’s expanding leadership in the AI-driven future

$MSTX 20251114 37.0 PUT$ MSTR's massive Bitcoin exposure has become a double-edged sword. While its $66 billion Bitcoin treasury underscores strong conviction in crypto, it also creates a heavy financial burden. The firm faces annualized dividend and interest expenses of about $689 million, projected to rise further as new Bitcoin purchases are funded through additional preferred dividends and debt. With Michael Saylor’s “never sell” stance, MSTR’s financial flexibility appears increasingly limited, raising long-term sustainability concerns despite Bitcoin’s bullish outlook.

$QQQ 20251219 600.0 PUT$  Played the market fiddle

 close to freed up margin for new orders $TSLA STRANGLE 251107 CALL 475.0/PUT 420.0$ 

$DBS(D05.SI)$ keep on making ATH this year. 

$BABA 20251107 180.0 CALL$ wheeling complets[Cool]  

$NVIDIA(NVDA)$  waiting for 11/19 ER to 🚀🚀

$CoreWeave, Inc.(CRWV)$ coreWeave I supported u and you don't let me down! Buck Up!

$CRITICAL METALS CORPORATION(CRML)$ I managed to survive another week... November doesn't seem to begin kindly for my positioning, with heavy tilt towards precious metals group and other so-called critical metals group. Yup, if you have read my numerous articles, most are about gold, silver, platinum and palladium (precious metals group or PMGs), or some critical metals like rare earth minerals, copper, lithium, etc. I am not heavy on technology, although I work in the tech industry all my life, either dealing with research, high tech manufacturing or patents. I have sidetracked... I am in love with commodities... especially PMGs. Do you know what commodities are? They come from the word, common! Meaning basic and standardised interchangeable good

$Broadcom(AVGO)$ Is this the lowest correction price? Or is it going lower this coming week?

$ASML Holding NV(ASML)$ wasn't an easy week but $ASML Holding NV(ASML)$ is hanging in there well! 

$Microsoft(MSFT)$ sold partial before the drop last week. Will definitely buy back some more! 

$Taiwan Semiconductor Manufacturing(TSM)$  is this a buying opportunity?

$Amazon.com(AMZN)$  Very bullish on Amazon stock buying more $300 by year's end

$SGX(S68.SI)$ Still in good shape despite recent correction. Trade with patience and resilience. 

$NVDA 20260320 100.0 PUT$ Market volatility provides great opportunity. Patience, patience and patience. May the market with all of you. 

$Amazon.com(AMZN)$  very bullish on Amazon stock buying more price target $300 by year's end