To The Moon

Can CoreWeave, Nebius, and IREN Win If Oracle Slows Its AI Buildout? On Dec. 17, the Financial Times reported that Blue Owl's talks with lenders and Oracle to fund a planned 1GW Michigan data center for OpenAI have stalled, derailing a deal that could have included up to $10B of financing plus a large equity investment. The financing disruption spotlights rising strain in Oracle's AI-infrastructure funding. Why neoclouds get punished first That headline lands on a market that has already turned suspicious of “AI infrastructure at any price.” In that context, neoclouds are getting hit for one simple reason: AI demand isn't the only variable anymore. The market is now pricing the cost and certainty of delivering that demand—construction timelines, financing terms, counterparty risk, and the

 🌟🌟🌟While the rest of the world chases the volatile highs of AI and crypto, a powerful story of resilience and wealth is being written right here in Singapore.  Recently the market watched in awe as DBS$DBS(D05.SI)$  and OCBC $OCBC Bank(O39.SI)$  surged to new highs, proving that these are not just "local banks" - they are Global Wealth Powerhouses. Resilience in the Face of Falling Rates  The big question on every investor's mind :  What happens when interest rates fall?  The narrative for 2025 and 2026 has shifted.  Analysts now see our Big 3 Banks as remarkably resilient. The secret sauce?  We

Silver soared past $66 an ounce this week, and gold is trading just 1.5% below its own record high. The current configuration strongly suggests that gold is approaching a regime-defining inflection point, with silver’s surge acting as a leading confirmation rather than a divergence. This is not simply a price event; it is a macro signal convergence that could define the next phase of the precious-metals cycle. In this article, I would like to share the structured assessment that we go through to see if Gold market is already at an inflection point as precious metals poised for a defining moment. Why This Moment Matters For Gold $Gold - main 2602(GCmain)$ trading within ~1.5% of its all-time high after silver has already broken out is historica

$Keppel DC Reit(AJBU.SI)$ Keppel DC Reit - Yesterday, A long and bearish candlestick appearing on the chart plus high volume looks like the selling has more or less done! I think gd price is back! At 2.20, yield is about 4.64% looks rather decent yield level. It is cheaper than the recent PO price, so , we are getting a discounted price! The sales is worth waiting! The recent new acquisitions of DC is DPU accretive. This may likely provide some form of support for the price! Pls dyodd. Keppel DC Reit - I think boat is back! Hovering at the support level of 2 28, yield is about 4.45 percent. The recent PO price was 2.24. Looks like it may go down to test 2.24. Pls dyodd. 21 November 2025: Keppel DC Reit - So fast, she is back to 2.30, very weak

From my perspective, $Tesla Motors(TSLA)$ move to new highs feels different from past rallies. The market is increasingly valuing Tesla as a real-world AI and autonomy platform, with Robotaxi at the center of the story. The technical breakout supports this shift & a move toward or above $500 is possible, though near-term volatility is likely. On Robotaxi, I’m cautiously bullish. I agree that 2026 is the key inflection point, as unsupervised rides, improving safety data, and the start of Cybercab production could reshape how Tesla is valued. Even partial execution would justify another leg higher beyond traditional auto metrics. That said, I don’t expect a straight line up. ARK trimming highlights short-term risk, and FSD in China by 2026 is u

Bullish on Amazon and PDD, Downside Risk Builds in Google Since last Thursday, the Nasdaq has fallen for five consecutive trading sessions. The previously crowded AI trade has clearly cooled, weighing on the broader technology sector as the market gradually moves into a phase of profit-taking and risk re-pricing.  Based on option premium flows, V/OI ratios, and structural positioning, institutional activity points to a bullish medium-term view on $Amazon.com(AMZN)$   , heightened short-term defense on $Alphabet(GOOG)$   $Alphabet(GOOGL)$  &n

BNPL: From Wild Growth to Being Scrutinized—Why Is It Still Rising Under Tighter Regulation? $Affirm Holdings, Inc.(AFRM)$   ' share price surged recently after it renewed a five-year partnership with Amazon. Changes in BNPL regulation this year and the move to include BNPL in credit scoring systems are having a profound impact on the industry. Regulatory trends—easing federal pressure, but increasingly fragmented oversight Toward the end of the Biden administration, the CFPB sought to regulate BNPL in a “credit card–like” manner. In May 2024, the CFPB issued an interpretive rule finding that certain BNPL products offered through electronic accounts trigger key rights and obligations under the credit card f

Bitcoin and all Cryptocurrencies are having a Labubu experience. "Labubu mania appears to be ebbing as quickly as it surged, driving a roughly 40 per cent rout for former market darling Pop Mart International Group that is raising questions over the company’s long-term prospects." Just like Labubu, the worth is purely based on sentiments. Not real value. When the meme crowd was chasing Bitcoin, it was like impossible to see Bitcoin price fall. But these last three months have shown just how vulnerable that thinking is. Bitcoin prices can fall, and it has. Spectacularly. So who will be the last guy holding the bag?

Wall Street wrapped a rough session with the S&P 500 dipping 0.5% to 6,859 and Nasdaq sliding 0.8% to 19,340 as AI funding jitters hammered big names. Nvidia plunged 4% to $137.50 on broader tech rotation, Tesla bucked the trend jumping 4% to $446.74 amid bold predictions of a $3 trillion valuation fueled by Optimus robot ramps and FSD neural nets boosting ARPU 10%. Apple and Amazon both tumbled 2% to $250 and $208 on consumer crunch worries, Oracle dropped 5% to $190.50 after capex bloat spooked the crowd, while Broadcom and Coinbase sank 6% to $155.83 and $320 hit by margin misses and crypto chop. Defensive utilities climbed 1.2% as capital fled volatility, screaming risk-off vibes amid tariff ghosts. 🌪️🩸 Micron stole the show with blowout earnings forecasts on booming AI market, sha

Japan's central bank is on the verge of dropping another bombshell, with Polymarket odds skyrocketing to 98.5% for a 25 bps hike to 0.75% on December 19 – the highest rate since 1995 and a move that's already sending chills through crypto markets. This isn't just talk; it's a pattern that's wrecked Bitcoin every time this cycle. Back in July 2024, the BoJ's jump to 0.25% triggered a brutal 25% BTC plunge, wiping billions in a flash. Then January 2025's hike to 0.5% hammered another 30% drop, turning bulls into bears overnight. Now, with the decision hours away, that blue line on the chart climbing to near-certainty spells trouble for risk assets everywhere. 🌪️💥 The no-change camp clings to a measly 1.3%, down from earlier highs, while a 50+ bps super-hike sits at 0.3% and rate decreases ar

Get ready for a historic payday, folks! President Trump just declared that 2026 is gearing up to be the biggest tax refund season America has ever seen, thanks to the massive trillions pouring in from tariffs. 😲 Imagine families across the nation cashing in on extra $1,000 to $2,000 per household – that's real relief hitting wallets when it counts, covering everything from groceries to gas bills in this high-cost world. The White House press secretary echoed the excitement, calling it a projected record-breaker that puts money back where it belongs: with hardworking Americans. This isn't just talk; it's tied to the booming tariff revenues Trump's team has raked in, creating a surplus so enormous it's sparking dreams of slashing taxes even further. Picture this – dividends straight from tra

My stock in focus today is $Micron Technology(MU)$ , following its newly released earnings that significantly exceeded expectations and highlighted its strong positioning in the AI-driven semiconductor cycle. Management’s forward guidance stood out, with profit and revenue forecasts far above Street estimates. The key catalyst remains AI-related demand, especially from data centers. As one of only a few global suppliers of high-bandwidth memory (HBM), Micron is benefiting from tight supply, stronger pricing, and improving margins. AI demand is not only boosting volumes but also enhancing profitability across its broader product portfolio. On the strategy front, Micron’s shift toward AI-focused capacity and exit from lower-margin consumer channels

$ORCL 20260320 280.0 PUT$  🐯 Oracle’s $10B Data Center “On Hold” — AI Narrative Meets Credit Reality Reuters just reported Oracle’s $10B Michigan data center is now in limbo after Blue Owl (its biggest data center partner) won’t back the deal, citing concerns around Oracle’s rising debt and AI spending. Here’s the real takeaway: ✅ AI demand is real ❌ AI financing isn’t free anymore Why this matters • This isn’t a “chip shortage” problem — it’s a funding problem. When the lender gets cautious, the buildout slows. • Tech is overheated without clear ROI. Credit markets don’t buy vibes — they buy cashflow. • Higher rates = longer payback period. The “infinite AI capex” story breaks the moment financing terms tighten. What I’m