To The Moon

Look Back, Trade Forward | Reflect on August, Plan for September August was a month worth looking back on, not just because of the numbers, but because of the lessons, discipline, and small wins along the way. I’m grateful for the opportunity to earn a few thousand dollars through my trades last month. These wins are more than just P&L on a screen, they’re slowly becoming future vacation funds, a reminder that consistent execution can create something meaningful beyond the market. One of the things I enjoyed most last month was taking the time to share the Iron Condor as a playbook, breaking down the idea of defined risk, positioning, probability, and patience. Writing about the strategy also made me reflect on my own process. Sometimes, teaching what you trade helps you understand you

August ended with the major indices looking strong, but I do not see that as an all-clear signal for September. Under the surface, the picture is less comfortable. Market participation has narrowed, small caps have lost momentum, and industrials and transports are beginning to weaken. At the same time, long-term bond yields remain elevated, creating pressure for rate-sensitive areas such as real estate, utilities and regional banks. My conclusion is simple: September is not the month to carry weak positions out of hope or force trades because cash feels unproductive. ## September seasonality is a filter, not a prediction September has a reputation for being difficult, particularly in the second half of the month. I am not treating that historical pattern as an automatic sell signal. Season

August showed that Singapore equities are entering a more selective phase. The STI gained 2.3%, but the real story was not simply the index hitting record highs—it was the market rewarding companies that could convert favourable themes into sustainable earnings. Yangzijiang Shipbuilding led the STI with a 22.5% gain, backed by record profits and a US$22.4 billion order book. Banks remained resilient, while institutional money rotated toward developers trading below book value. Manufacturing names such as Frencken also highlighted how capacity expansion can support future growth. To me, the key takeaway is simple: themes attract investors, but execution earns the premium. In September, earnings quality, cash generation, capital allocation and valuation could matter more than simply riding

🌟 $Circle Internet Corp.(CRCL)$ dramatic 9.65% intraday surge to USD 95.55 was countered by a 2.79% to USD 92.88.  This was due to a classic bout of near term institutional profit taking & multiple compression ahead of critical macroeconomic catalysts rather than a breakdown of its core business fundamentals. I believe the single biggest reason for the 2.79% drop is institutional de-risking ahead of this Friday's highly anticipated August Non Farm Payrolls report. Asset managers are trimming tech linked winners to build up cash reserves, refusing to carry over-leveraged  long positions into a major economic release. Circle is also sensitive to short term US Treasuries backing the USDC too. The reality is the recent rebound is built

🌟🌟Before you panic dump $NVIDIA(NVDA)$ shares to chase young upstart competitors like $Marvell Technology(MRVL)$ let's look closely at the battlefield defenses. A minor pre market dip changes none of Nvidia's advantages. NVIDIA don't sell chips alone anymore.  They sell ecosystems.  Competitors can build faster chips but they cannot easily replicate CUDA.  Millions of developers are anchored to Nvidia's software architecture.  Trying to move a massive enterprise AI model from CUDA to a competitor is a coding nightmare. NVIDIA rolls out its next generation silicon roadmaps - the Vera Rubin architecture well ahead of its competitors. Whether NVIDIA moves up or down in the short term,

🌟The 5% leap across the memory titans proves that the global computing architecture cannot scale without advanced hardware packaging.  The memory supercycle is no longer a short term trading fad.  It is the physical foundation of the next decade's computing infrastructure. Which memory stock to get on the bus?  I choose $SK hynix(SKHY)$ the reigning HBM King as they command the global market share for the current generation HBM3 and HBM3E silicon architectures. A big catalyst for Hynix was its recent massive USD 4 billion advanced packaging powerhouse in Indiana, USA.  This was backed by substantial US Chips Act grants. SK Hynix is the cutting edge of AI packaging. It is also

$SanDisk Corp.(SNDK)$   $Micron Technology(MU)$   $SK hynix(SKHY)$   SanDisk just gave us a perfect lesson in why price action and fundamentals are not always the same thing. SNDK flipped from roughly 2% down intraday to close up 5.5%, with an extraordinary burst of volume into the closing bell. Then it gave back part of the move after hours. The catalyst? MSCI World Index inclusion. Passive funds tracking the index had to buy SNDK as the rebalance took effect. That means part of Monday's rally was not investors suddenly deciding SanDisk was worth more. It was mechanical demand. So should we dismiss the move? No. Becaus

Hello Traders, in today’s blog we’re reviewing the $XAGUSD wave count shared with members, which highlighted a strong bullish outlook. The Elliott Wave pattern confirmed the move right at the extreme/high‑frequency zone, propelling prices sharply higher. XAGUSD After Completing Major Correction from All‑Time Highs Silver peaked earlier this year at 121.503 on January 29, 2026, before entering a six‑month corrective phase that concluded at 3940.68 on July 17, 2026. From that low, Silver rallied to complete wave (4) at 62.548, then turned higher, finishing wave 1 of a new nest. Price has since pulled back in a proposed wave 2, holding against the 62.548 pivot. The Forecast: Completion of Wave ((iv)) Correction The setup identified Silver at a decisive turning point following a corrective pul

$CNMC Goldmine(5TP.SI)$ 2 Target Price   CNMC is a pure-play gold producer operating the Sokor gold field in Kelantan, Malaysia. --Growth Catalysts for CNMC Goldmine(5TP.SI)-- 1. Expanded Production Capacity   CIL Plant upgrade completed in April 2025: Daily processing capacity nearly doubled from 500 tonnes to 800 tonnes per day. Gold output from the CIL plant jumped 65% in 2H2025 vs 2H2024. CNMC Goldmine earnings growth came from "diversification into base metals production and the expansion of the gold processing capacity, not simply from rising gold prices. 2. Underground Development & Higher-Grade Ore Discovery  New underground facility under construction at Sokor. Two new vertical shafts budgeted at US$12M

🌪️ A Big Week for Technology Stocks If you own technology stocks right now, this is the week that teaches you how the game is played. 📚📈 On Tuesday, September 1, Wall Street had one of its worst sessions in weeks. Oil jumped above $90 a barrel following fresh U.S. strikes on Iran, Treasury yields climbed to their highest levels since early 2025, and the Nasdaq fell around 1%. 🛢️📉 Then came Dell Technologies. After the market closed, Dell reported quarterly results, and the stock jumped around 8% in after-hours trading. 💻🚀 Tonight, the spotlight turns to Broadcom. After the U.S. market closes on Wednesday, September 2 — roughly 4 a.m. Thursday Singapore time — Broadcom will report its fiscal Q3 results. The big question is: 🤖 Can Broadcom Really Triple Its AI Business? ⸻ 📚 First: A 5-Minute

I’m bullish on $Broadcom(AVGO)$ after earnings, with my pick around the $350–$400 area. I’m expecting solid AI revenue growth and potentially stronger guidance, especially as AI infrastructure spending remains strong across GPUs, networking and custom silicon. The custom AI chip opportunity is what excites me most. I don’t expect Broadcom to replace NVDA anytime soon, but more AI companies building chips tailored to their own workloads could become a major growth driver for Broadcom. If management provides clearer visibility on OpenAI and other custom-chip programs, I think the market could reward AVGO with another leg higher. At the same time, I’ll be cautious if guidance fails to match the market’s already-high expectations. That said, expectat

I think Monday’s pullback is more of a warning sign than a reason to turn bearish. Higher oil prices, rising Treasury yields and renewed U.S.-Iran tensions are uncomfortable, especially for high-valuation growth stocks, but the major indexes still finished August higher. For me, the biggest concern is whether $United States Oil Fund LP(USO)$ oil staying above $90 will create more persistent inflation pressure. If yields continue rising, tech and AI valuations could face more pressure, while companies like $Marvell Technology(MRVL)$ show that investors increasingly want AI demand to translate into real revenue and earnin

I think the AI hardware trade is clearly broadening beyond GPUs. $NVIDIA(NVDA)$ may still dominate compute, but HBM, enterprise SSDs and networking are becoming increasingly important. That makes $Broadcom(AVGO)$ interesting because it can benefit from both custom ASICs and networking. I’m watching AVGO’s earnings closely because another strong AI outlook would reinforce the idea that AI CapEx is spreading across the ecosystem. I don’t see Broadcom replacing NVIDIA; rather, GPU + ASIC + networking could become the winning combination as hyperscalers optimize performance, power and cost. For me, the biggest question is valuation, not demand. If Broadcom delivers another blowout quarter but the stock str

I think the memory story is still fundamentally strong, but I’m becoming more selective at these valuations. DRAM supply looks structurally tight, while HBM continues absorbing capacity due to strong AI demand. That gives $Micron Technology(MU)$ and $SK hynix(SKHY)$ a stronger setup into 2027, in my view. I’m also paying close attention to how companies use their cash. SK hynix’s huge buyback is a strong confidence signal, while Micron’s heavy reinvestment suggests management still sees attractive long-term demand. Buybacks aren’t a guaranteed price floor, but they show these companies are generating serious cash. The biggest risk is that ~85% gross margins create very high expectations. I’ll be watching D

🌟🌟🌟 Monday's pullback is a classic short term volatility spike rather than a permanent threat to the AI rally.  This is because hyperscale AI capital expenditure is an unyielding structural mandate that mega cap balance sheets will continue to fund, completely regardless of short term oil spikes or bond market volatility. Hyperscalers like Microsoft, Alphabet, Meta and Amazon aren't spending billions on custom ASICs and HBM because it is a fun hobby.  They are doing it because failing to secure a piece of the next generation computing infrastructure may mean tech obsolescence. So stay cool, stay invested because investing is a marathon, not a sprint. @Tiger_comments @Tiger