To The Moon

$QAF(Q01.SI)$ 1.2 Target Price --Overview of QAF -- QAF Limited (SGX: Q01), a regional multi-brand food player known for flagship brands like Gardenia and Cowhead, drives its operational growth through core distribution network expansion, brand power, supply chain scale, and disciplined capital allocation. --Growth Catalysts for QAF-- 1). Dominant Market Leadership & Pricing Power (Bakery Division): As a market leader in packaged bread across Singapore, Malaysia, and the Philippines under the Gardenia banner, QAF maintains structural pricing power. Strong brand equity allows the group to pass on elevated raw material (wheat, flour) and energy costs to retail prices without severe volume destruction. 2). Expansion of Distribution & Tradin

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The Clarity Act $BTC $ETH failed to advance in the Senate on Sept. 15, with the motion to proceed falling short of the 60-vote threshold in a 49–50 vote. The last-minute Sept. 14 rewrite included 126 Democratic-requested changes, covering state AG enforcement of ethics rules, a Treasury “circuit breaker” on stablecoin rewards if banks see deposit flight, and broader developer, miner, and validator safe harbors. The main sticking point was ethics language tied to official crypto holdings. The final text would have required covered officials and spouses to divest certain crypto interests or place them in a qualified blind trust, but critics argued it still left unresolved concerns around presidential crypto ventures.

A, META caught my attention most. JPMorgan's case makes sense to me because Meta already has huge distribution, a strong ad business and multiple ways to monetise AI if Muse gains real adoption. The main question is whether the enormous AI capex eventually produces enough incremental earnings. B, NBIS is the one I'd question most. I like the AI infrastructure growth story, but a $355 target after such a huge run requires a lot of future growth to go right. At that valuation, execution, utilisation and capex discipline matter just as much as revenue growth. LAC is interesting too, but that call depends heavily on where lithium prices go, while Morgan Stanley's caution on NVO looks more understandable given slowing growth and increasing GLP-1 competition.

🌟 $Oracle(ORCL)$ chairman Larry Ellison has committed a huge USD 7.5 billion to Oracle Cloud Infrastructure or OCI.  It is a bold declaration that Oracle is deep in the money on AI infrastructure. But for retail investors, do you blind faith follow Ellison's mega move now or keep your wallet zipped until this massive bet starts pumping out cold hard cash flow? Following Ellison now is like buying a ticket for a luxury cruise ship before it even left the dry dock simply because the captain is a legendary billionaire. Oracle is locking in massive data centre partnerships which includes a hyper cloud deal with Microsoft & OpenAI.  If you wait until the cash flow materialises, you maybe left buying at the peak. If you wait for the Cash

On the eve of FOMC's 16 Sep 2026 interest hike announcement, the 10 years US Treasury yields has edged up to 5.0% again. Who would have guessed when I updated this morning at 10:57am, the yield was still at 4.98%.  At one point, it even went as high as 5.008 at around 3:00pm SIngapore time. The press said the rise is due to a confluence of severe geopolitical shocks, structural fiscal imbalances, and shifting monetary expectations ahead of the Fed's policy decision. Do you think this is true ?

For me, the 25bp hike is no longer the main story because it is largely priced in. I am more interested in the dot plot and how Chair Warsh frames the path ahead. If the Fed signals higher-for-longer rates, growth stocks and semiconductors could face renewed valuation pressure. My base case remains 25bp, but I am watching whether the 2026 and 2027 rate paths move higher. If the dot plot stays contained and guidance remains data-dependent, the market could see a “sell the rumor, buy the fact” reaction. A higher rate path, however, could keep Treasury yields and the dollar firm. Personally, I am not making a major move based on the headline alone. I would rather wait for the dot plot and press conference before deciding whether this is another tightening cycle or simply a one-off adjustment