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

$Addvalue Tech(A31.SI)$ $Olam Group(VC2.SI)$  $HRnetGroup(CHZ.SI)$   August Trade Recap and September Outlook Add Value: To provide some background, my position in this stock started out as an opportunistic buy and it did go up after my purchase but I did not take profit. I was then left bag holding when the price plunged to 0.13-0.15. I decided to average down in August. Now it has gone up even above my original cost basis and I’m a happy camper. The anticipation surrounding the spin-off Nasdaq listing looks set to keep the momentum up. Olam: I made the decision to increase my position when it dropped to what I thought was a fairly

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