To The Moon

As of 5:20pm Asia time, US composite futures are once again in the "green". (see attached) I doubt its "validity" because MSFT & META are due to release their 2026's 2nd quarter earnings after market closes for the day. Besides the two Mag 7 alumni, $ARM Holdings(ARM)$ is also releasing its earnings results after market closing. To me this will be a more interesting watch because it is transitioning from a pure architecture licensor into a direct hardware competitor against its own customers, while navigating massive AI data center demand. Agree ?

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Coca-Cola(KO)$   KO continued its bullish run, further stretching its valuation post earnings. Does a dividend aristocrat like KO warrant a run like this? Are they riding on the world cup 2026 fever by being the main sponsor? Or the market is simply crazy and wonky? I personally hold KO as one of the stocks in my portfolio and definitely happy that they are exceling. However, do take precaution if you are planning to chase this run. It might exahaust real fast once the money starts shifting back to tech. @PawsAndProfits - Specialist in combining FA and TA for Options s

Markets do not punish you. $QQQ $SPY They reveal you. Everyone loves “bull market wisdom” when price goes straight up. But real skill is built when the screen is red, your positions are bleeding, and every cell in your body wants to hit sell and walk away. Right now big money is squeezing retail. Forcing liquidity. Shaking confidence. It feels cruel in the moment. But this is how the game works: 1️⃣ Panic creates discount. 2️⃣ Discount creates opportunity. 3️⃣Opportunity flows to whoever can stay calm longest. Most people pray for “cheap entries” and then emotionally tap out the moment they get them. The job is simple, not easy: Hold your rules. Protect your capital.

For simple math: Tesla = 270 Rest = 30 Back of the napkin: If Tesla would achieve twice the growth of the others - let’s say 50%+ annual earnings growth, it would get a fair P/E of 3x = 90. That means if Tesla achieves this growth and would get to three times its current earnings, it would be fairly valued. 3x is roughly $10B additional earnings. That is the equivalent of about 200,000 fully deployed Robotaxis . In a bull case, that can happen by the end of next year. In a base case , 9-12 months later. And the growth rate would be much higher than 50%, obviously, which means the stock could / should be multiple times higher than now by then. Ultimately , Teslas valuation comes down to Robotaxi : can they deploy it, and can they rapidly scale to hundreds of thousands once they do.

For me it was rocket lab, brought around $3.60. I actually sold everything else to buy rklb, went all in, but sold on the way up and reinvested in other stuff I sold. To me it was a unicorn. And there’s a lot in, who are hurting atm. Likely some that brought at the peak of $150 are freaking, cause today it was under $60. My dca is now around $4.60 though, so not bothered. Never listen to hype. Research is critical. And time in the market beats timing the market. I think rklb is great buying right now, IREN even better, but to be honest I’m back in O too. Played with oil and gas and that’s been nice, but it was wiped by my pays in gold and silver. Going forward less is more for me. I’ll just stick to the growth and defensive stocks I understand

$TSLA haven’t seen this many low ball targets on fintwit in a while. There is a confident consensus that the stock is going MUCH lower. $300 level shakeout? Rubber band is stretched with entire market being oversold. Mean reversion imminent just as August approaches. Stock needs to see a huge reversion in August to set the quarterly candle up for 4Q.

I would choose Option D. I'm still bullish on Micron over the long term, so I see this pullback as an opportunity rather than a reason to panic. I'm not trying to catch the exact bottom. Instead, I'm adding gradually while keeping cash available if the sector weakens further. For me, the investment thesis hasn't changed. AI infrastructure, HBM demand, and data center memory growth remain intact, even as the market resets valuations after the earlier rally. That's why I'd rather accumulate quality companies at better prices than react emotionally. History has shown that the best long-term returns often come from buying quality businesses during periods of fear. If volatility remains high, I'd also consider a cash-secured put at a price where I'd genuinely be happy to own more shares. The p

AI has reached a stage where the question is no longer whether we should adopt it, but how we can create real business value from it. My biggest takeaway is that while many companies have experimented with AI, only a small % have successfully integrated it into their core operations. The real challenge is turning AI into measurable business results. I also found the discussion on the three AI risks particularly insightful. Moving too slowly could leave a business behind, while rushing in without a clear strategy could waste resources. Doing nothing, however, may be the biggest risk of all. AI adoption needs a clear roadmap and measurable objectives, not just hype. From an investment perspective, I appreciated the focus on the SGX AI value chain instead of chasing only the biggest AI names

I. Core Perspective: Apple's Key Factor Is Not Capex, but Expectation Realization Unlike MSFT / META / GOOGL, Apple is not a story of heavy AI spending and compressed free cash flow — it is a cash cow by nature. Therefore, for this earnings report, the specific numbers are not the most critical factor. The key question is: Apple has already risen 16.88% this month — have the good news already been priced into the stock? The current price sits at approximately 32x FY27 P/E, approaching valuation peaks. That is the true variable that will determine post-earnings price direction. June quarter iPhone likely beat slightly, but September quarter gross margin guidance may be on the low side, with gross margins expected around 46.8% (consensus 47.4%). Services growth faces headwinds, with the App

Hello everyone! Today i wan to share some ai trading ideas with you! 1 $Microsoft(MSFT)$ has one of the clearest full-stack AI monetization stories in the market today. Azure captures infrastructure spending, Foundry monetizes model deployment and governance, Fabric and its databases own the data layer while Copilot, GitHub, Dynamics and Microsoft 365 capture the application layer. That breadth is already showing up in the numbers with Azure growing 43% despite surpassing $100B in annual revenue, guidance accelerating toward 45% next quarter and commercial RPO reaching $678B. MSFT added another gigawatt of capacity this quarter and remains on track to roughly double total capacity within two years. That expansion included 31 new da

$Apple(AAPL)$  double up then sell？

$UOB(U11.SI)$ Hopefully what happen in the world these few days will not pull down the price too much. So far so good. Keeping my fingers crossed.