To The Moon

$NVIDIA(NVDA)$’s Q4 2026 earnings (reported Feb 25, 2026) served as a critical "clearing event" for the market. By comfortably beating expectations and raising guidance, Nvidia didn’t just prove its own dominance — it essentially underwrote the massive CAPEX plans of the world's largest tech companies. Here is an analysis of the post-earnings landscape and what it means for the broader semiconductor and tech sectors. Nvidia Q4 Analysis: The "Token Revolution" Nvidia's results were an emphatic answer to the "AI fatigue" narrative. The Numbers: Revenue of $68.1 billion (up 73% YoY) and an outlook for $78.0 billion next quarter blew past analyst estimates. The Catalyst: CEO Jensen Huang shifted the narrative from "selling chips" to "powering a new in

I have put out a few posts on the tussle for $Warner Bros. Discovery(WBD)$ by $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - NFLX vs PSKY Clash : Best Entry Is Now ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) 08 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 26 Nov 2025 -

🌟🌟Which Singapore Bank is the undervalued gem? Honestly, they are all undervalued gems. The broad picture is clear across DBS, OCBC and UOB: Strong fundamentals but temporary sentiment dip. Earnings were not disastrous. They were simply not perfect & the market can be a drama queen. Dividend engines - All 3 continue to give reliable, growing dividends. Regional dominance - Each bank is a fortress in its own right, with scale, capital strength & decades of trust. Macro tailwinds ahead - Stabilising interest rates, resilient ASEAN growth & strong wealth management flows support future earnings. Behind the drama, these 3 banks are still the same dependable, dividend paying, region dominating giants they were last week. Their fundamentals

This earnings season, I’m seeing a textbook “sell-on-news” reaction from Singapore to Wall Street. Even names like JPMorgan Chase and Bank of America were punished despite solid numbers, as investors fixate on rising costs and AI spending discipline. The market is clearly demanding clean execution, not just beats. For our local banks, I see a more defensive story. DBS remains my dividend anchor after its 38% payout boost, even if provisions triggered short-term weakness. OCBC Bank stands out for its wealth management resilience and steady asset quality. Meanwhile, United Overseas Bank looks the most beaten down after heavy provisioning, making it the cheapest on valuation. If I had S$10,000 today, I’d core into $DBS(D05.SI)$ for dependable in

Post SCOTUS’s annulment of Trump's "reciprocal" tariffs on Fri, 20 Feb 2026 and Trump's subsequent move to impose a temporary 15% global tariff across the board, have thrown world trade into a new bout of confusion. US stock market was not spared either. On Mon 23 Feb 2026, 2nd trading day post SCOTUS’s verdict, US equities tumbled as investors grappled with fears and uncertainty over Trump’s new tariffs. By the time market called it a day: DJIA: -1.66% (-821.91 to 48,804.06). S&P 500: -1.04% (-71.76 to 6,837.75). Nasdaq: -1.13% (-258.79 to 22,627.27). There were 67 52-weeks new highs and 264 new lows. Monday’s trading volume on US exchanges was 18.39 billion shares, slightly below the 20-day average of 20.62 billion. The New York Stock Exchange (NYSE) saw a heavy skew toward negative

🌟🌟🌟As a "glass half full" person, I vote A as it is a bet on the most dominant fundamental story of our generation. I am voting for the Bullish Breakout as I believe that Jensen Huang is about to drop a "Blackwell Sledgehammer" on the doubters. Why? The "Invisible" demand: While the bears talk about the Capex fatigue, Meta, Microsoft & Google are currently in an AI race where the cost of NOT buying Blackwell chips, is far higher than the price of the chips themselves. Since beating expectations is now the baseline, the direction will be determined by guidance, not just results. If Jensen Huang confirms that Blackwell Ultra shipments are exceeding the already massive demand, the 2nd leg of AI bull market begins. Wall Street expects USD 71.1 billion in revenue fo

Tomorrow after the close, all eyes are on $NVIDIA(NVDA)$ . Expectations are high — around $57B revenue with aggressive data center forecasts — but at ~24x forward P/E, the stock already reflects a lot of skepticism. For me, it’s less about the beat & more about whether guidance proves AI demand into 2026–2027 is still solid. Options are implying roughly a 6% move, so volatility is almost guaranteed. The “2027 anxiety” is real, especially with hyperscaler capex questions & competition from AMD. Still, Nvidia’s ecosystem and inference leadership aren’t easily replaced. If Blackwell shipments and guidance are strong, sentiment can shift quickly. Jensen’s tone on the post-Blackwell roadmap will matter just as much as the numbers. I’m picking

$DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ Singapore's Big Three banks just dropped their FY2025 bombshells, revealing a mixed bag of misses that have shares tumbling amid lower interest rates and global trade jitters biting hard. 😤 DBS, the "Dividend King," clocked S$11 billion profit but dipped 3% year-over-year, missing Q4 estimates despite a jaw-dropping 38% payout boost that locked in yields at 4.2% for loyal holders. OCBC held toughest with S$7.4 billion profit down just 2%, buoyed by record wealth management income surging 25% on high-net-worth inflows, but cautious 2026 guidance on NIM squeezes capped the cheer. UOB took the hardest hit with S$

Tomorrow after the close, $NVIDIA(NVDA)$ will report earnings.On one side, Wall Street’s ever-rising expectations; on the other, macro geopolitical tensions, renewed tariff noise tied to Trump, and growing market anxiety over whether AI spending can stay this hot into 2027.1. Earnings Expectations: Good News May No Longer Be EnoughCurrent consensus puts Q4 revenue around $57 billion, with data center expectations the most aggressive — analysts have lifted forecasts from about $52.7B six months ago to roughly $60.1B now.Recently, even when Nvidia beats expectations, the stock hasn’t reacted strongly. Once “surprise” becomes standard, marginal impact declines. Options pricing currently implies about a ~6% move this week — in either direction.2. Valu