To The Moon

For me, I will follow Buffett's lead and sit on  cash.

In 2026, the ONE thing I want to achieve is to get my portfolio back to 💚

Nvidia's $95B Supply Chain Bet: Inside a Record-Breaking Quarter Global AI chip titan $NVIDIA(NVDA)$   released its highly anticipated FY26Q4 earnings after the bell, delivering financial metrics that crushed expectations across the board. Management provided guidance that soared past market consensus, yet the stock dipped in after-hours trading as investors stuck to the "sell-the-news" pattern seen in recent quarters.  Let's unpack the true quality of this print. Three Things to Watch Networking Revenue Smashes the $10B Mark Early; NVLink Unlocks a New Growth Vector Nvidia's networking revenue hit $10.98 billion this quarter, up 263% year-over-year. This milestone breaches the $10 billion mark two qua

CoreWeave 4Q25 Preview: Execution is the Only Catalyst That Matters Now – CoreWeave is scheduled to report earnings on Thursday, February 26, after the market close. – The most important number to watch is active power. – Options traders see an expected move of +/- 19% on earnings. $CoreWeave, Inc.(CRWV)$   heads into 4Q25 with fewer headline distractions than earlier in the year. In Q2 and Q3, investors were flooded with upbeat intra-quarter updates such as large deals, contracted power, capital raises, and M&A, which diluted the earnings print as a standalone catalyst. Q4 has been quieter, so the earnings day itself has a better chance of carrying the narrative.  That quieter newsflow comes with a higher bar. The stock has tra

Circle Q4 Earnings: Circle beats, sparking inflows; institutions bet on crypto's real-world adoption $Circle Internet Corp.(CRCL)$   , the issuer of the USDC stablecoin, delivered stellar results for the fourth quarter (Q4) of 2025. The report highlighted the company's business resilience and directly drove a 35.47% surge in CRCL shares on February 25, 2026, triggering a broad-based rebound across the crypto sector.  This phenomenon reflects traditional capital's validation of cryptocurrency in real-world scenarios, such as cross-border payments, DeFi (on-chain finance), and institutional settlement. Financial Highlights: Significant Growth in Circulation and Volume Circle's Q4 report demonstrated USDC's stability amidst market vola

I think the good news is already priced in and Air India's losses are "temporary growing pains". For future SIA’s "High-Price Strategy" might not work out due to competitive pressure.  $SIA(C6L.SI)$ no doubt will be one of my targets.

If I had S$10,000 in cash right now, I would be all in $DBS Group Holdings(D05.SI)$ no need to think or doubt. [USD] [USD] [USD] [USD]

My choice will be  A — valuation looks cheap now; expecting a breakout after earnings.

Replying to @Universe宇宙:Cash is money in the tangible form of currency, such as banknotes and coins. Banknotes and coins of various currencies. Next: H (hold)//@Universe宇宙:Valium picnic - A non-trading day on an exchange or market holiday. Next: Cash

Tiger riding straight into a bull market! Wish all my Tiger friends Heng, Ong, Huat! [Call] [USD] [666]