To The Moon

Keep buying, but selectively. The S&P 500 reaching a new all-time high is not, by itself, a reason to sell. Markets can continue making new highs when earnings, cash flows and economic fundamentals remain supportive. Trying to wait for the “perfect” pullback can also mean missing further gains. That said, I would not chase the market aggressively at these levels. Valuations are elevated, expectations around AI and technology are high, and any disappointment in earnings, interest rates or economic growth could trigger a sharp correction. My approach would be to keep investing gradually, particularly in high-quality businesses and diversified index exposure, while maintaining some cash for opportunities. If the market eventually experiences a meaningful pullback, I would rather use it t

$Food Empire(F03.SI)$    The price has retreated from 2.58 to 2.38, looks like boat is back. 4 cents interim dividend, XD 1st September. Final , estimate another 6 cents plus 2 cents special. Yield is about 5% at 2.38. Lai ah, jiak! 1 Michelin star Fish soup from Hougang Mall. 12 August 2026: Food Empire posts record 1H2026 results amid global uncertainties; increases interim dividend • 1H2026 revenue and NPAT reaches all-time high, demonstrating resilience of diversified international operations despite geopolitical volatility. • On track to deliver sixth consecutive record full-year performance, barring unforeseen circumstances. • Declares interim dividend of 4.0 Singapore cents per ordinary share in 1H2026, up from 3.0Singapore cent

Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa

#S&P 500 Hits Another Record High! Time to Chase the Rally or Stay Cautious? The S&P 500 has been hitting record highs for a few years now. Considering this bull run has lasted for years against a backdrop of the war in the Middle East does get me worried. Although the inflation numbers has been reassuring, the job market and retail spending has started to cool which makes me think that the bull is due to market optimism on a reduced rate hike probability rather than being supported by actual economy. At this point, I definitely won't chase high as the risk has heightened and potential room for benefit has reduced. I would prefer to wait for a pullback. As an investor with the long term view, I prefer to the dollar cost averaging approach with a preference to add more positions at

Economic Preview: Key Data Releases (week of 17Aug2026) Federal Reserve Focus The FOMC meeting minutes will be released this week and will be closely watched for signals on the Federal Reserve’s policy outlook. Investors will look for guidance on how policymakers are assessing inflation, employment conditions, and the likely path of interest rates. Key Economic Indicators Philadelphia Fed Manufacturing Index: The August reading will be released this week. The previous figure stood at 41.4, indicating contraction in the sector. Initial Jobless Claims: The latest claims data will also be announced, following a previous reading of 209,000. This will be an important labour-market indicator as the Federal Reserve balances inflation control with employment conditions. Crude Oil Inventories: Inve

Market Outlook of S&P500 (17Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This shows a bullish trend. Chaikin Money Flow CMF index shows a score of -0.06. This implies more selling momentum than buying momentum. Other Technical Analysis Based on the daily interval, technical a

My heart says we have a sustained bull run while the mind cautions for a pullback. So, my 2 cents: complex tug-of-war where short term momentum from strong corporate earnings clash directly with historic valuation extremities coupled wirh seasonal headwinds. This likely indicates that while the broader bull run remains intact, the probability of a short-term correction or pullback is rapidly increasing. So, we need to be cautiously optimistic.

Of the four, I would choose Micron for the best risk-adjusted exposure, although SanDisk has the most explosive upside. My ranking: Micron > SK Hynix > SanDisk > Western Digital. Micron: My preferred balance of HBM/DRAM exposure, AI demand and valuation. Druckenmiller's Q2 exit is worth noting, but I would not treat one fund manager's portfolio decision as a fundamental signal.  SK Hynix: Probably the strongest pure HBM beneficiary, but you are paying for that leadership. It is less directly exposed to the SanDisk/NAND thesis. SanDisk: Highest upside, highest risk. The Investor Day genuinely changes the story: eight NBM agreements covering roughly half of FY27 and two-thirds of FY28 capacity provide unusually strong demand visibility. Management is targeting mid-to-high-teens

I would pick A. Micron for the next three years. Nvidia remains the strongest AI leader, but expectations and valuation are already extremely high. Micron offers a different way to capture the AI boom, particularly through HBM and high-end memory. AI workloads are becoming increasingly memory-intensive, creating potentially structural demand for faster, higher-capacity memory. The biggest attraction is the possibility that AI demand keeps memory supply tight for longer, allowing Micron to sustain unusually strong pricing and margins. If that happens, earnings growth could significantly outpace the broader market. Berkshire is the safer choice, with diversified businesses, strong cash flow and a huge liquidity cushion. It would probably be my pick if capital preservation were the priority.