🎅📉 November Let Us Down… But December Might Still Save the Year Here’s my honest take as we head into the final stretch. November has always had a mythology in markets — the “quiet giant” that often sets the tone for year-end. But this year? It came in soft, underwhelmed, and left most traders scratching their heads. Even so… I’m actually not disappointed with how my November ended. ⸻ 📊 How My November Really Went Despite Nasdaq sinking about 2%, my own month held up surprisingly well. I didn’t crush it — but I also didn’t get dragged down by the correction. • My long-term positions (AI, semis, U.S. defensives) cushioned the dip. • A few short-term trades did take hits — but nothing catastrophic. • And funnily enough, the pullback created better entry points than I expected. November wasn’
⭐ 2026 Outlook: Which Morgan Stanley Prediction Will Break First? A Big-Picture Take on What’s Realistic — and What’s Wishful Thinking Morgan Stanley’s 2026 outlook paints a constructive macro backdrop: policy support remains strong, corporate earnings keep surprising, and risk assets outperform as the U.S. leads global growth. But which parts of this narrative are robust — and which could unravel? Here’s my view 👇 ⸻ ✅ Most Likely to Come True: U.S. Outperformance & Earnings Resilience No matter the noise, one constant theme over the past decade has been the structural strength of the U.S. economy: • AI-driven capex is not slowing — hyperscalers, defense-tech and semis are still in the early innings. • Productivity growth is quietly accelerating, just as MS highlighted. • Balance sheet
$POP MART(09992)$ 🎨 Pop Mart on the Rise: Can This Rally Hit HK$240? 📈 The Bull Case, The Bear Case & What Smart Money Is Watching. ⭐ Why Pop Mart Is Heating Up Again Morgan Stanley slashed its target price from HK$382 → HK$325, but unlike a typical downgrade, the tone was constructive rather than bearish. They highlighted: 🔹 1. Valuation Compression May Be Nearing an End Pop Mart’s P/E has fallen back to levels seen in Q4 2022 & Q4 2023, both periods where strong rebounds followed. 🔹 2. ROE Remains High & The IP Flywheel Still Works Pop Mart’s real advantage is not toys — it’s IP monetization, character franchises, blind-box mechanics and repeat-purchase psychology. The company is still a category leader in the global “p
🖤 Black Friday Is Here: Buying Discounted Products… or Discounted Stocks? This year’s Black Friday isn’t just happening in Orchard, Lazada, and Shopee. It’s happening in the stock market too — and some price tags look even more broken than the mall deals. 😳💸 So the real question is… 👉 Are you filling your cart… or filling your portfolio? Let’s talk. 😎✨ ⸻ 🛍️ Option A: The Classic Black Friday Shopper If you’re the type who has been eyeing: • 🧴 Dyson hair gadgets • 📱 New iPhones • 💄 Cosmetics • 🎧 Noise-cancelling headphones • 🍳 Philips air fryers • 🛋️ Shopee home gadgets you might never use again …then yes, Black Friday is your Super Bowl. You get instant gratification, nice packaging, and that sweet dopamine hit when the delivery guy arrives. 📦😌 But here’s the catch: 🟡 Most products l
🇸🇬 **A Middle-Class Life Overseas With Just One Home? Is “Retirement Plan B” Really Feasible?** 🌏🏠✨ Interesting topic and also what most of us have been pondering upon. For years, the idea of living overseas on rental income + investments sounded like a fantasy — something only “rich people” could do. But today? Even Singaporeans with just one home are asking: “Can I semi-retire by renting out my house and living in a cheaper country?” …and the surprising answer is increasingly: Yes — but with conditions. 😉 ⸻ 🏠 Plan B Strategy #1: Rent Out Your Home, Live Overseas With HDB and condo rental markets hitting historically high yields in the past two years, your Singapore home has quietly become a mini “pension fund.” If you rent out a condo, you might get: • 📈 $3,500–$5,500/month for a typical
**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021
Meta Rockets Up: The Sleeping Giant Finally Wakes — Will It Erase the Earnings Crash This Year? 💥📈🤖 Meta didn’t just bounce yesterday — it ignited, surging nearly 4% and blowing past every other MAG7 name like a jet breaking the sound barrier. ✈️💨 Yet here’s the twist: 👉 Meta still has the lowest PE in the entire MAG7. Growth engine. Low valuation. Underdog momentum. This is the forbidden combo investors secretly crave. 😮💨⚡ After the earnings miss and the gut-punch selloff, Meta’s YTD gain sits below 10% — unusually low for a company that practically prints cash. Now everyone’s asking: Is Meta about to erase the entire post-earnings crash… THIS YEAR? Or is this rebound just a teaser trailer for a bigger 2025 run? 🎞️🚀 Let’s dive into this blockbuster. ⸻ 1️⃣ Why Meta Just Snapped Back to Li
**Lei Jun Buys the Dip: Is Xiaomi at HK$40 the Bottom… or a Sneaky Top?** 🤔📉📈 When founders buy their own stock, investors take notice. When Lei Jun—Mr. “All In”—drops over HK$100 million to scoop 2.6M Xiaomi shares, people pay attention. 👀🔥 And this wasn’t an isolated flex. Just days before, Xiaomi itself bought back 21.5M shares across two sessions, spending over HK$800M. That’s nearly HK$1B bought in one week by both the company and the founder. So the million-dollar question: Is HK$40 a fortress bottom… or the start of a bull trap top? 🏰🐻🐂 Let’s break it down. ⸻ 1️⃣ Why Lei Jun’s Buy Matters More Than Typical Insider Buys 🌟🧠 Lei Jun isn’t just a founder — he’s practically Xiaomi’s chief storyteller, chief brand, and chief evangelist. When he buys, it sends three strong signals: 🔹 Signa
$Tiger Brokers(TIGR)$ ⬆️⬇️ Top-Down vs. Bottom-Up: This week felt like sitting on a roller coaster with a loose seatbelt — selloff → panic → relief rally → Thursday crash → Friday wobble → barely green close. 🫣🎢 Tech finally showed hints of stability, but let’s be real: Most portfolios limped into the weekend. 💔📉 And whenever markets get violent, one timeless question snaps back into focus: Are you a Top-Down thinker or a Bottom-Up hunter? 🧠🔍 ⸻ 1️⃣ Top-Down Investing: The Macro Navigator 🌍📡 Think of top-down investors as satellite-view strategists — they scan the world first, then zoom into opportunities. 🧭 They start with: • Global macro → inflation, rates, geopolitics • Sector trends → AI, clean energy, semis • Then pick stocks that benefi
$Palantir Technologies Inc.(PLTR)$ 🎭 Big Short on War vs. Palantir Rebound: Which Side Are You On? Michael Burry is back — not with a hedge fund, but with a paid Substack manifesto telling the world that AI is the next dot-com bubble. He’s short “war stocks,” skeptical of AI profits, and openly bearish on Nvidia and Palantir — two names that have become the poster children of this AI cycle. So… Is Burry right, or is this just classic Burry contrarian theatre? 🎬🧐 Let’s break it down below 👇 ⸻ 🧨 1. Burry’s Case: “AI = Dot-Com 2.0” Burry’s argument is basically: (1) Exponential hype ≠ exponential profits Investors are projecting infinite future earnings based on early breakthroughs. This happened in 1999 too — adoption is fast, monetizat