To The Moon

$Singtel(Z74.SI)$    Closed well at 4.51 on 26 August, likely to continue to rise higher towards 4.70. Yesterday, closed well at 4.49, this is rather bullish! Likely to rise up to test 4.68-4.70. Beyond 4.70, she may rise up further towards 4.90-4.92.Pls dyodd. SingTel - She is gaining strength likely to rise up to test 4.46 and above . Beyond 4.46, she may rise up further towards 4.70. Pls dyodd. 30 July 2026: Nice Green candlesticks spotted on the chart. Long time didnt see the price is up 20 cents to close at 4.44, Looks rather bullish. She may rise up to test 4.70 than 5.00. 1st quarter results is out. – Singtel on Aug 13 reported a 71.6 per cent fall in first-quarter net profit to $818 million from $2.88 billion the previous year.

For me, the biggest thing to watch is whether $Apple(AAPL)$ can turn the foldable iPhone into a genuine new upgrade cycle. It needs to be compelling enough to support higher ASPs and attract customers back to upgrading, rather than becoming just another niche premium product. I’m also watching AI closely. Apple doesn’t need to lead in foundation models, but AI must become useful enough to drive upgrades. Rising memory and chip costs also make pricing and margins increasingly important, especially as AI increases memory requirements. Overall, I see this event as John Ternus’ first major test. If Apple delivers on foldables, AI and margins, the market could start pricing in a new growth cycle—not just another iPhone refresh, which could be a meanin

Iggy's Journal: Haze, a Quiet Pullback, and an Oil Story Worth Watching 8 September 2026, AM Market Data Before markets, a quick note on the air. Singapore's back in transboundary haze territory, smoke from fires in Sumatra and West Kalimantan drifting over. PSI briefly crossed into Unhealthy in the central region on 4 and 5 September, eased back to Moderate, 63 to 85, by 7 September. NEA's advisories are daily right now, and with dry weather expected to hold over both Singapore and the fire areas, it could swing again if the wind cooperates the wrong way. On to markets. STI gave back a little of Friday's record close, down 0.17% to 5,792.28, mild profit taking in the banks, DBS off slightly to S$78.47, OCBC down 1.21% to S$31.88, while Keppel Corp gained 2.17% to S$11.79. Nothing dr

OpenAI and Anthropic Just Reignited the AI Hardware Trade The AI trade is rotating back toward hardware. OpenAI's GPT-6 Astra launch and Anthropic's latest research breakthroughs have helped revive a simple investment thesis: frontier AI progress still requires enormous physical infrastructure. Better AI still needs more compute GPT-6 Astra delivered another major jump in reasoning and scientific capabilities. More important for hardware investors, $NVIDIA(NVDA)$   CEO Jensen Huang said Astra was trained on more than 100,000 Nvidia Grace Blackwell NVLink72 GPUs and that another 400,000 GPUs are "coming online next." Anthropic is sending a similar capability signal, with Claude recently advan

Tigers… the real trade isn’t just $Apple(AAPL)$  stock Tomorrow’s Apple event (Sept 9) isn’t another incremental upgrade cycle. It’s the moment Apple finally goes after the ultra-premium customer with a device that could start north of SGD $3,000 (≈ US$2,370+). Rumours are converging hard: • iPhone 18 Pro / Pro Max — refined, powerful, but still “just” phones. • The real star: Apple’s first foldable (widely expected as iPhone Ultra or Fold). Book-style. ~7.8-inch inner display. Outer cover screen. Crease-minimised OLED. A20-class silicon. Touch ID power button. Pricing whispers start around US$2,000–2,500 (≈ SGD $2,530–3,160) and climb higher for big storage configs — easily clearing SGD $3,000+ (≈ US$2,370+) in Singapore, with top-end units

Replying to @jigglyp:Hi, thanks forsharing your views.  Elon first talked about autonomous driving in 2015.  11 years on, TSLA is still a proof of concept while Waymo (still loss making) is bringing in more revenue. Rather bet on GOOG than TSLA. In about 4 weeks, Q3 earnings will be here again.  What excuse/s will Elon cook up this time ? Any Wall Street stock that misses so many deadlines and earnings would have delisted, TSLA is resilent, that I admit. Original EVs might have been pioneers but now its trailing Chinese EVs.  No American will be able to enjoy & experience it. Pity.//@jigglyp:Regulatory overhang feels loud, but autonomy progress is

My vote: A — DELL. Among these six stocks, Dell would be my top watchlist candidate. The reason is simple: its AI story is increasingly supported by real orders and backlog, rather than just market hype. Dell’s latest quarter showed record AI-server demand, with $60.9 billion of AI orders booked and an AI backlog reaching $95 billion. What I find especially interesting is that AI infrastructure spending is expanding beyond the biggest hyperscalers into enterprises and other customers. Dell can benefit from this broader deployment cycle through servers, storage and networking. Of course, after reaching fresh highs, expectations are also much higher. The next question is whether earnings growth can continue to surprise the market. For me, DELL offers the strongest combination of AI growth, v

$OKLO 20260911 35.0 PUT$ Limit order filled to sell OKLO put at psychological support $35

$SPCX 20260925 140.0 PUT$ Abit strange for this. Selling puts to cover the short position on spcx. 

$AMD 20260911 450.0 PUT$ Naked put hope it expires worthless Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $1,047

$USO 20260904 140.0 CALL$ USO: take Profit.  Been selling few short calls as the oil prices rising the last 2 weeks on the resumption of the US - IRAN war.  This current one is with strike at $140 which since 1st Sept had been trading above $140 therefore is a losing position.  The good thing is that the market dipped for the 1st 30 mins after open, and trades below $140, allowing this trade a momentary slot to be profitable. Am glad that the take profit timing was just right and allow for derisking the trade with profit collected.  Still have mutiple contracts at around $145

$ADBE 20261218 185.0 PUT$ Close it . earning bit by bit left below 10k to clear loss for this stock 

$LULU 20261218 115.0 PUT$ Hope this time it expires worthless Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $2,922

$PANW 20261009 300.0 PUT$ Naked put - hope it expires worthless  Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $4,823

$SMCI DIAGONAL 260911/261009 CALL 41.0/CALL 48.0$ Rolled away and above due to increase is share price, while still preserving some profit