To The Moon

🌟🌟When $Advanced Micro Devices(AMD)$ pops almost 5% right before $NVIDIA(NVDA)$ earnings week, it is the classic pre earnings sympathy rally - the appetiser before the main course, the warm up before the main show. So should you follow AMD's wave or wait for Nvidia's results? Camp A: Follow AMD now.  You jump into the wave like a surfer who sees a good swell & thinks - YOLO, let's ride.  It is thrilling & fast but you are surging in front of a volcano which may or may not erupt. Camp B: Wait for Nvidia's results You sit calmly on the beach & say "I will join after the fireworks." It is safer, more zen, less drama.  But you might miss the first blast of momentum. Whether you

I’m leaning cautiously bullish on gold here, but I wouldn’t chase it aggressively. The Treasury buyback is a positive liquidity signal, but compared with the overall Treasury market, the scale is still relatively small and very different from QE. For me, the bigger drivers are still long-term: elevated U.S. debt, currency concerns, inflation uncertainty and the possibility of lower rates. Gold moving first makes sense, but I’d rather wait for confirmation from Treasury yields and broader macro data before adding heavily. If long-term yields remain above 5%, that could still pressure gold in the short term. Overall, I think gold still has room to run, but the path won’t be straight. I’d prefer to use pullbacks to build exposure gradually rather than buying after a sharp rally, especially w

STI recently hit an all-time high near 5,768 (closing) / 5,774 (intraday) in mid-August 2026, now hovering ~5,720–5,736. Banks (DBS, OCBC, UOB; ~57% weight) drove much of the ~24% YTD total return amid strong earnings and wealth inflows. Other majors (e.g., ST Engineering, SGX) also contributed positively. Further upside is possible if earnings growth (~10–12% expected) continues, rates ease, and Singapore’s economy remains resilient (AI, infrastructure, services). Consensus targets and historical patterns after ATHs support moderate gains, though valuations have tightened and profit-taking occurs. Market breadth remains narrow—many non-bank STI stocks lag. Mid-caps (e.g., iEdge Next 50) have underperformed STI YTD (~5–8% vs. 24%), despite rising liquidity, institutional inflows, and SG

I think gold’s rally is structural—but investors should not confuse structural demand with a straight-line bull market. The strongest signal is that demand is coming from different directions. Central banks continue diversifying reserves, while gold ETFs returned to inflows in July, with global holdings rising by 23 tonnes.  At the same time, the World Gold Council expects investment and Asian buying to remain key demand drivers through the rest of 2026. But the biggest risk remains real yields. Gold already showed how vulnerable it can be when rates and the dollar rise. So my view is: gold’s long-term thesis remains intact, but the next leg higher needs falling real yields, persistent ETF inflows, and continued central-bank accumulation. I would rather buy the dips than chase record

With 4 mins to go before Wednesday trading commences, US composite futures indexes showed that market is going to trend lower.  This has a rub off effect on SMCI with the stock slated to open lower at -0.68% lower, compared to its Tuesday gain of +9.35%. For myself, I will still just keep a watch over SMCI for now, perhaps until the actual DOJ trial is dropped or blows over.. What about you ?

🌟🌟🌟As an $NVIDIA(NVDA)$  investor, watching the numbers flash across the screen on a night of absolute corporate triumph is nothing short of exhilaration.  While some cautious day traders spent the first few minutes after the bell sweating over a temporary headline stutter, the real story unfolded on the conference call.  The market responded with a definitive roar, sending Nvidia's stock surging over 4% in after hours trading. Make no mistake: This is the long term view vindicated in real time.  NVIDIA has delivered a comprehensive top and bottom line beat that completely resets our understanding of global compute demand. NVIDIA has once again defied the laws of economic gravity, proving its visi

🌟🌟🌟While analysts debate whether we are witnessing a permanent regime change or just a temporary glitch, I choose E: AI will remain the main market theme after the pullback. We saw a brief rally in utilities and banks but today, the market has staged a glorious  recovery following $NVIDIA(NVDA)$ blowout Q2 earnings report. The short term stage fright evaporated the moment the world saw Nvidia's USD 96.22 billion in record breaking revenue & an 117% explosive demand in data centre. The broader market rode on the massive tech surge right back into positive territory. You can temporarily shift capital into defensive Consumer Staples or Financials to smooth out a quarterly chart, but you cannot rot

🌟🌟🌟I choose B: The trading platforms of $Coinbase Global, Inc.(COIN)$ & $Robinhood(HOOD)$ .  Why try to guess which crypto currency hit the moon when you can just tax the chaos?  Whether the market goes violently up or crashes into Earth, people are going to trade. Coinbase & Robinhood take a slice of every single emotional decision made. In fact my Top Pick is Coinbase.  Why? Coinbase is the largest cryptocurrency trading platform in the US by trading volume & the world's largest custodian of cryptocurrency. Despite operational headwinds, Coinbase delivered its 14th consecutive quarter of p

Iggy's Journal: Nvidia Beat, Guided Higher, And Actually Went Up For Once 27 August 2026, AM Overnight Read: Nvidia reported after Wednesday's US close, beating on both lines, EPS $2.22 versus $2.09 expected, revenue $96.2 billion, up 106 percent year on year, Data Center revenue $89 billion, up 117 percent. Guidance for the next quarter came in at $108 billion, above the $103.9 billion consensus. Shares rose in after-hours trading on the guidance, notably different from the last four quarters, where Nvidia beat estimates and still sold off the next day. The actual US regular session hasn't happened yet as I write this, so that reaction isn't locked in. Back home, Singapore's July industrial production grew 6.8 percent year on year, led by precision engineering (+17.7 percent) and AI-dr

‌ NVDA, stellar results, superb forecast, super cash generation. And a forward PE of less than $20/1. Everything you can hope for in a company you are looking to invest in. And with them evolving into a Super Financial Powerhouse fueling the Ai growth, the future is looking really bright. For NVDA and all the companies that Jensen has taken significant stakes in. Namely, Marvell, Coreweave, etc. For me, look at the NVDA universe and look at related names which have been lagging. AND spread your stakes out. Not everything into one name. Good luck all.