To The Moon

I see $ARM Holdings(ARM)$ rally as more than hype—it reflects a real shift from IP licensing to AI hardware. If its AGI CPU delivers meaningful efficiency gains, combined with backing from $Meta Platforms, Inc.(META)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Arm is clearly aiming to move up the value chain into core AI infrastructure. That said, I wouldn’t chase here. With RSI near 90 and valuations already stretched, a pullback toward the $140s looks more attractive. At these levels, ARM Holdings needs near-perfect execution on its $15B chip ambition, leaving little room for mistakes. Long term, I don’t see it replacing NVIDIA but complementing it. CPUs

$Clear Secure, Inc.(YOU)$ $Avis Budget(CAR)$  $Hertz Global Holdings, Inc.(HTZ)$  🚨✈️📊 TSA Chaos Ignites $YOU Surge While $CAR and $HTZ Rip Higher 🚗💰🚀 Airport Stress Is Rewiring Travel Demand in Real Time I’m watching a rare moment where friction is not just a headwind, it’s creating clear, tradeable winners across multiple parts of the travel ecosystem. TSA bottlenecks are no longer a temporary inconvenience. They are actively reshaping how consumers move. CLEAR $YOU is monetising time, and right now time has become the most valuable asset in US travel. App downloads have more than tripled y/y and are now surpassing major airline platforms like

🌟🌟🌟 Google's TurboQuant has just pulled off the ultimate "Deep Seek moment" for the AI industry & the market's reaction has been nothing short of a panic attack. The "Magic":  Released on 24 March 26, this algorithm claims to shrink AI memory usage by 6x & boost performance by 8x without sacrificing accuracy. The panic:  Markets worried that if AI needs 80% less memory, demand for chips from Micron & Samsung would evaporate. The Reality Check:  Analysts call this a classic efficiency paradox.  Making AI cheaper doesn't kill demand.  It makes it explode as companies run more models, larger batches & longer contexts. Buy the Dip? Short term pain:  Stocks like SK Hynix & Micron fell 3-6% as investors took profits. Fundamental strength: The co

🌟🌟Choosing between the 2.5% CPF OA guarantee & a 5%+ dividend yield from the likes of DBS or a Mapletree REIT is like choosing between a reliable Kopi-O & an XO cognac. The Risk: Market volatility in 2026 is real. A 5% yield looks great until the share price drops 10% turning your passive income into a passionate prayer for recovery. The Reward: With inflation going up, a 2.5% can feel like you are running on a treadmill that is slowly moving backward.  Crossing that 5% threshold is how you actually build wealth that outpaces the cost of inflation. My Top Pick?  It is DBS for passive income. Why? While Capitaland Ascendas & Mapletree Logistics are kings of the REIT world, they are sensitive to interest rate hikes. DBS however is a cash printing machine. It has the sc

Over the past few weeks, the Strait of Hormuz has become one of the most discussed and misunderstood flashpoints in global markets. As I dug deeper into this topic, I realized it's not just a shipping lane—it's a strategic choke point with virtually no alternative. Unlike the Strait of Malacca or the Panama Canal, where detours are possible (albeit costly), Hormuz is the only maritime exit for the entire Persian Gulf. Its narrow width forces fully loaded oil tankers to move slowly for up to 10–14 hours, effectively turning them into massive, exposed targets. Add in shallow waters and mountainous coastlines იდეal for deploying mines, missiles, and drones, and you get one of the most structurally vulnerable trade routes in the world. The Choke Point At first glance, it may seem that U.S. nav

$MARA Just Sold 15,000 BTC. Let Me Break Down The Math. Hey everyone. Long time no post — been watching, accumulating, and waiting for something worth writing about. This is it. For those of you holding MARA or watching it from the sidelines, yesterday was a big day. News dropped premarket, stock flew 10%, then gave back most of it by close. A lot of noise, a lot of headlines. Let me cut through it and give you the actual numbers. What Happened Between March 4 and March 25, MARA quietly sold 15,133 BTC for approximately $1.1 billion. They used the proceeds to repurchase $367.5 million of their 2030 convertible notes and $633.4 million of their 2031 convertible notes — both at roughly 9% below face value. CoinDesk That 9% discount translates to over $88 million in immediate cash savings — a

From my perspective, the selloff in $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$ looks more like a knee-jerk reaction. Google Research’s TurboQuant is impressive, but the market is oversimplifying it into “less memory = less demand,” which I don’t fully agree with. The key point for me is that TurboQuant only compresses inference-side KV cache, not HBM used for training or model weights. Lower costs typically drive higher usage — meaning more queries, longer context, and larger models. That’s why I see $Alphabet(GOOGL)$ a

AI Just Got Cheaper—So Why Are Chip Stocks Falling? Semiconductor stocks broadly declined on Thursday, with the AI trade seeing a notable pullback. $NVIDIA(NVDA)$   fell about 3%, $Micron Technology(MU)$   dropped more than 6%, and $Advanced Micro Devices(AMD)$   slid roughly 7%. $Broadcom(AVGO)$   and $ASML Holding NV(ASML)$   also moved lower, while equipment names such as $Appl

Nike Just Hit an 8-1/2-Year Low. Here's What Its Chart Says Heading Into Earnings Nike plans to report earnings next week at a time when the shoe-and-apparel giant's stock is trading at about an 8-1/2-year low, having fallen some 70% since its November 2021 all-time high. Let's see what its chart and fundamentals can tell us. Nike's Fundamental Analysis $Nike(NKE)$   is set to release fiscal Q3 results after the closing bell next Tuesday, with the Street looking for $0.29 in GAAP earnings per share on $11.22 billion of revenue. That would represent a 46.2% drop from the $0.54 in GAAP EPS that Nike reported for the same quarter last year, as well as a 0.4% sales contraction from the year-ago period's $11.27 b

Meta Tumbles 8%, $1B Options Bet on Limited Rebound $Meta Platforms, Inc.(META)$   shares plunged more than 8% on Thursday, falling back to around $545. The immediate trigger was a landmark jury verdict in the U.S., which found that Meta and $Alphabet(GOOG)$   $Alphabet(GOOGL)$   YouTube's product designs contributed to user addiction. The significance of the ruling lies not in the several million dollars in damages, but in its potential legal spillover—shifting the regulatory framework from“platform immunity”toward“product liability.”Agains

$Sembcorp Ind(U96.SI)$    Sembcorp Ind - She is gaining strength, trading at 6.47 to 6.48 likely to rise up to test 6.55 and above! Next, she may rise up further towards 6.65 and above. FINAL dividend 16 cents.XD 6th May. PAYDATE 15 May.Pls dyodd. 23rd March 2026: Sembcorp Ind - One of the few counter that is in the green when the whole market is in the red! She may rise up to test 6.40 than 6.55 and above. Pls dyodd. She had managed to clear the 6.00 price level swiftly and is now trading at 6.16, looks rather bullish! She may continue to trend higher towards 6.40 and above! Pls dyodd. Sembcorp Ind - She has bounce-off from 5.67 and closed higher at 5.77, looks like shw may have hit the bottom and rebounded. Yield is about 4.33 percen

As we wrap up the first quarter of 2026, the markets have delivered a more sobering story than many expected after the strong momentum of 2025. The “easy money” environment has clearly shifted, and while underlying strengths remain—particularly in certain pockets of the economy—the path forward feels noticeably choppier amid ongoing geopolitical tensions in the Middle East, tariff uncertainties, and growing scrutiny around AI’s path to real monetization. Q1 Recap: Resilience TestedJanuary brought its share of volatility, driven by tariff headlines and fresh geopolitical concerns. The S&P 500 ended the quarter in slightly negative territory—down roughly 4-5% overall—rather than posting the modest gains some early commentary had hoped for. That said, there were encouraging signs beneath

Today my stock in focus is $Unity Software Inc.(U)$ , after a strong 12% after-hours surge driven by preliminary Q1 results beating expectations. Revenue is projected at $505–$508 million, well above guidance, with EBITDA also coming in significantly stronger—an encouraging sign after months of weakness. The key driver here is solid performance from the Unity Vector platform and a better-than-expected Create segment, pointing to improving fundamentals. At the same time, management is exiting non-core businesses like ironSource Ads and divesting Supersonic, signaling a sharper focus on profitability. With the stock still down heavily in recent months, this could be an early turnaround signal—but the real test is whether Unity can sustain this moment

🌟🌟🌟Selling a cash secured put on $SPDR Gold ETF(GLD)$ is a way to get "paid to wait" for a better price on Gold. It is a favourite way for investors because it is a high probability strategy that turns the tables on the market:  instead of buying options, you act as the "insurance company" collecting the premium. How it works:  To sell one GLD put, you must have enough cash to buy 100 shares of GLD at your strike price. 1.  Pick a Strike price (the price you are happy to buy gold at) & an expiration date (eg 30 days away) 2.  You sell the contract & immediately receive the premium cash. 3.  You watch the Gold price move until the expiration date. Scenario A:  Gold stays above your strike.  The option ex

$Occidental(OXY)$ Occidental Petroleum ($OXY) Hits 52-Week High at $64.44: Momentum Surges, $72 Target in Sight Latest Close Data Closed at $64.36 on 2026-03-26, up +4.06% ($2.51). The stock touched its 52-week high of $64.44 during the session. Core Market Drivers Strong buying was fueled by positive sector sentiment as oil prices find support. Berkshire Hathaway's continued 26.72% stake provides a solid anchor of confidence. The stock successfully broke above a key resistance level, triggering further momentum. Technical Analysis Volume was solid at 20.7M shares. The RSI(6) at 88.6 indicates overbought conditions, signaling strong short-term momentum but potential for a pullback. MACD shows a bullish crossover with DIF at 3.41 > DEA at 3.03, a

🌟🌟🌟One word to describe the market this week: TEMPERAMENTAL.  It is moody like a teenager & unpredictable as a storm. One minute I am riding the high of $Alphabet(GOOGL)$ TurboQuant - the efficiency magic that claims to shrink AI memory needs by 6x , making it dump memory stocks like $Micron Technology(MU)$ . The next moment there is disappointment that the TACO strategy did not deliver the "chicken out" we were promised. It is also a week where $SPDR Gold ETF(GLD)$ acts like it has forgotten how to be a safe asset and Oil swings like a yoyo to over USD 110. When the market gets too volatile, I look to $Schwab US

$Gartner(IT)$ $Gartner, Inc.(IT) Rallies +4.24%: Tech Research Leader Bounces from Support, Eyes $160 Pivot Latest Close Data Closed at $156.60 on 2026-03-26, up +4.24% (+$6.37). The stock remains significantly below its 52-week high of $451.73. Core Market Drivers The rally was supported by strong net capital inflows of $13.18 million over the past five trading days, with the latest session showing significant net buying pressure. The company's robust ROE of 86.86% continues to highlight its operational efficiency. Technical Analysis Volume was 1.26M shares (Volume Ratio: 0.69), indicating subdued activity relative to recent averages. The 6-day RSI rebounded to 46.75 from oversold levels near 28, suggesting a short-term momentum recovery. The MACD