Finding Rhythm in Bonds: My Story with TLT and TLH
Investing for me has always been a balance of careful thought and occasional impulses. I don’t chase tech crazes or viral stock hype, but sometimes I do make small, impulsive buys — little nudges of curiosity that remind me I’m human. Over time, I’ve learned that my portfolio feels calmer and more coherent when I focus on what I really understand and trust: Treasury bond ETFs. I still remember a quiet evening a few years ago. Coffee in hand, I was scrolling through my portfolio on my laptop. TLT caught my eye — long-duration Treasury bonds. Something about it felt… reliable. No headlines, no hype, no sudden spikes demanding attention. That day, I added a small amount, almost as if placing a pebble on a carefully balanced scale. Little did I know, TLT would become the anchor of my portfolio
Will Coinbase Earnings With Analysts Bullish Help It To Catch Up With Bitcoin?
$Coinbase Global, Inc.(COIN)$ upcoming fiscal Q3 2025 earnings is scheduled for release after market close on Thursday, October 30, 2025. The core narrative for this report will be a test of whether explosive Q3 growth in crypto trading volume can translate into durable profits, or if it's being offset by margin pressure and fee compression. Key Analyst Estimates (The "Beat/Miss") This is the baseline for the initial stock reaction. Wall Street is expecting a very strong quarter, driven by the resurgent crypto volatility and altcoin rally seen from July to September. Consensus EPS: $1.06 per share (compared to $0.62 in Q3 2024) Consensus Revenue: $1.70 billion to $1.74 billion (up ~44% year-over-year) A "beat" or "miss" on these two headline numbe
🔥🚀💰 Nvidia’s $5 Trillion Ascent: I’ve Witnessed the Birth of an AI Empire 💰🚀🔥
$NVIDIA(NVDA)$$SUPER MICRO COMPUTER INC(SMCI)$$Advanced Micro Devices(AMD)$ 🧭 How $NVDA filled its gap and shattered the $5T barrier Just like that, I watched $NVDA fill its morning gap on 29Oct25, rip through $206 on the 4-hour chart, and within roughly 30 minutes create the $5 TRILLION club. The print at $210.81 crowned the move. At this scale, Nvidia is larger than AMD, Arm, ASML, Broadcom, Intel, Lam Research, Micron, Qualcomm, and TSMC combined, according to Dow Jones Market Data. Its market value eclipses Canada’s GDP near $2.24 T and Mexico’s near $1.85 T, and is approaching half of India’s near $3.91 T. This is not simply dominance; it is a geopolitical
🌟🌟🌟Morgan Stanley's Vintage Value List is built through a rigorous blend of fundamentals and quantitative analysis. Now in its 16th year, its key markers include macro exposure, industry positioning, valuation metrics and a detailed risk reward profile. This list isn't just a screen. It is a curated road map for investors, designed to spotlight mid to large cap stocks expected to deliver superior risk adjusted returns over a 12 month horizon. For me, this list offers a structured way to zero in on great value stocks to add to my watch list. Repeat appearances like Walmart and Boston Scientific signal durable and consistent performance across cycles. It is a good starting point as it points to potential stocks to invest but ultimately it is up me to do my own due diligenc
$Mapletree Ind Tr(ME8U.SI)$ Mapletree Industrial Trust DPU down 5.6% y-o-y to 3.18 cents for 2QFY2025/2026. Excluding divestment gains, the decline in DPU for 2QFY2025/2026 would be 2.2% y-o-y and 1.8% y-o-y for the first half of the year.Average overall portfolio occupancy was 91.3% in 2QFY2025/2026, marginally lower than the previous quarter of 91.4%.As at Sept 30, the weighted average lease to expiry stood at 4.6 years. As at Sept 30, total borrowings reduced to $3,134.3 million as divestment proceeds were used to pare down debt. 👍 Aggregate leverage ratio reduced to 37.3% as a result.👍
$Mapletree Ind Tr(ME8U.SI)$ Gross revenue and net property income for 2QFY25/26 decreased by 6.2% and 7.8% year-on-year to S$170.2 million and S$124.0 million respectively. This mainly reflected the reduced income from the portfolio divestment of three industrial properties in Singapore (the “Singapore Portfolio Divestment”) on 15 August 2025 as well as the lower contribution from the North American Portfolio from non-renewal of leases and the depreciation of USD against SGD. The decline was partially moderated by higher contributions from the freehold mixed- use facility in Tokyo acquired on 29 October 2024, and the completion of the final phase of fitting-out works of the Osaka Data Centre on 2 May 2025. Consequently, the Distrib
🦁 Lion-Phillip S-REIT ETF Roars Back: Hidden Alpha in Singapore’s Dividend Supercycle 👑 After two years in the shadows, S-REITs are quietly making a comeback — and Lion-Phillip S-REIT ETF ($LION-PHILLIP S-REIT(CLR.SI)$ ) is emerging as the most strategic way to ride it. As global central banks prepare for a pivot toward easing, yield assets are back in play. Yet while traders chase AI and tech hype, long-term capital is already repositioning into defensive yield with cyclical upside — and that’s exactly where Singapore’s REIT market sits. The question is: will the Lion-Phillip S-REIT ETF lead the next phase of Singapore’s dividend supercycle? --- 💰 1️⃣ A Quiet Giant in the Singapore Market The Lion-Phillip S-REIT ETF isn’t flashy — but it’s
Palantir Is +160% YTD. What Its Chart Says Ahead of Earnings $Palantir Technologies Inc.(PLTR)$ will report Q3 results next week as the security-software firm is enjoying roughly 160% year-to-date gains that have pushed its stock to all-time highs. Let's see what its chart and fundamentals say. Palantir's Fundamental Analysis PLTR plans to release earnings after the closing bell on Monday, with the Street currently looking for $0.17 in adjusted earnings per share on about $1.1 billion of revenue. This would represent a 70% year-over-year gain in adjusted EPS, as well as more than 50% in y/y sales growth. If those numbers prove true, then the sales growth would represent the steepest year-over-year revenue
Rate Cut Fury: Stocks Explode to Epic Highs While Gold Charges Toward $4000 – Is the Ultimate Bull Stampede Here?
Buckle up, investors – the Fed just unleashed a 25bps rate cut, slamming rates to 3.75%-4.00% and declaring quantitative tightening dead as of December 1. That's a massive liquidity injection straight into the veins of the economy, fueling risk assets like never before. Powell threw some cold water, insisting a December cut isn't locked in amid economic uncertainties, but the market shrugged it off with fresh records. The S&P 500 clawed to 6898, up 0.10% in a volatile session, while the Nasdaq surged 0.55% to 23,958, powered by tech giants digesting earnings beats. Dow dipped slightly to 47,632, down 0.16%, but overall breadth screams resilience despite mixed signals. Nvidia's the rocket fuel here – blasting past $5 trillion market cap on stellar data center revenue exploding to $115 b
Pop Mart – head and shoulders formation suggests reversal for traders
After rallying 290% this year to a new record high of HKD 335.40 on 26 August, $POP MART(09992)$ shares have pulled back 32.1% to its closing level of HKD 227.60 on Tues 28 October. Does this spell the end of Pop Mart’s incredible share price run this year? Or is it trading near a short-term support level? SGX Academy Trainer Binni Ong offers her view: *This post is sponsored by Macquarie Warrants Singapore. Binni’s view does not represent that of Macquarie’s Pop Mart is a leading designer toy company best known for its blind box products and popular character series such as Labubu. The stock has recently attracted attention after forming a head and shoulder pattern, a formation that typically suggests a potential trend reversal following an exte
The Super Earnings Week of the Big Five tech giants is here! $Apple(AAPL)$ and $Alphabet(GOOG)$ already hit their all time highs. These two stocks have strong confimed bullish sentiment from the market now. AAPL has continuously beaten expectations in all the trailing four quarters with the earnings surprise being 6.2%, on average. AAPL’s iPhone sales is likely to rise. AAPL’s Services business aka App Store also continues to be popular with an expanding installed base of devices. Apple presently has more than 1 billion paid subscribers, showing 12.3% growth on a year-over-year basis. Apple is gaining 30% in its market share in the PC market. Apple’s AI push has also aid AAPL’s prospects. However, AAPL st
Applied Optionality: Why I’m Backing APLD’s Land and Power Play on AI’s Infrastructure Boom
This isn’t your average data centre story—it’s an evolving option on the world’s hunger for AI compute. When a stock climbs 350% in a single year, my first instinct is to check if I’ve already missed the party. Usually, I am. But $APPLIED DIGITAL CORP(APLD)$ stopped me mid-eye roll. Here’s a company that isn’t just selling exposure to AI—it’s selling the ground beneath it. In a world where $NVIDIA(NVDA)$ builds the brains of AI, Applied Digital is quietly assembling its body: land, power and modular campuses that hyperscalers can lease, scale, and pay handsomely for. Digital infrastructure becomes an option, not just concrete and wires That, to me, makes APLD less a tech stock and more a structured option
Exxon Mobil (XOM) Company Outlook To Watch As Softer Commodity Prices Might See Earnings Decline
$Exxon Mobil(XOM)$ is scheduled to report its third-quarter 2025 financial results on Friday, October 31, 2025, before the market opens. EPS (Earnings Per Share) estimated to come in at $1.78, which represent a -7.3% (down from $1.92 in Q3 2024). Expected to decline YoY due to softer commodity prices compared to the previous year's high. Revenue estimated to come in at $86.8 billion which represent a -3.6% (down from Q3 2024 actuals). A potential revenue dip is also tied to lower average commodity prices over the quarter. Key Considerations: Sequential Boost: XOM's own preliminary filings suggested a sequential increase in Q3 earnings (compared to Q2 2025), mainly driven by favorable refining margins and changes in oil and natural gas prices. Refin
$Meta Platforms, Inc.(META)$$Alphabet(GOOG)$$Snap Inc(SNAP)$ 🔥🔥🔥 $META Got Cooked by Zuck 🔥🔥🔥 $META Meta Q3 FY25 👨👩👧👦 Daily active people up 8% Y/Y to 3.54B 👀 Ad impressions up 14% Y/Y • Revenue surged 26% Y/Y to $51.2B, a $1.8B beat. • EPS came in at $1.05, missing by $5.66. • Taxes included a $15.9B one-off adjustment. • FY25 Capex guided to $70–72B (previously $66–72B). Reality Labs remained a drag with $4.4B in losses against $0.5B revenue, yet Meta Quest growth of +74% Y/Y proves hardware adoption is quietly expanding. Family of Apps carried the load with $50.8B revenue (+26% Y/Y), reinforcing Meta’s dominance in the digital ad market. Operating profit
Chevron (CVX) Positive Factors Could Offset Challenges Brought By Weaker Crude Oil Environment
$Chevron(CVX)$ upcoming fiscal Q3 2025 earnings, which are scheduled for release on Friday, October 31, 2025, before market open. The central theme for this quarter is a tug-of-war: weaker crude oil prices are expected to severely pressure upstream (exploration) earnings, while stronger production volumes (aided by the Hess acquisition) and higher refining margins are expected to provide a partial offset. Key Analyst Estimates (The "Beat/Miss") Wall Street has been lowering expectations for this quarter, with EPS estimates revised down 6.2% in the last week. The stock's initial reaction will be based on these numbers. Consensus EPS: $1.66 per share (a significant 33.9% decline from Q3 2024) Consensus Revenue: $53.6 billion (a 5.7% increase from Q3
$Strive(ASST)$$Strategy(MSTR)$$CME Bitcoin - main 2510(BTCmain)$🚀💎 $ASST – Pattern, Patience, Payoff 💎🚀 I’m still waiting for that clean $1.81 breakout. Price is coiled tight, momentum cooling at the Keltner midline after the $0.78 surge. If we dip into $1.20, I’m adding; that’s where liquidity reloads before the next drive. On the 1D chart, the deep-crab harmonic projects to $30–$35; structure’s perfect, symmetry intact, and every pivot aligns with Fibonacci geometry. This isn’t guesswork; it’s precision. Michael Saylor says $ASST will hit $100 B. Some still think a squeeze above $50’s impossible? The chart already disagrees. CEO Matt Cole’s live on Bloom
$NVIDIA(NVDA)$ The surge past 200 was abrupt. Jensen Huang laid out concrete revenue plans, making it impossible for the market to dismiss it as mere speculation any longer.Unsurprisingly, this triggered a short squeeze. Institutions hastily rolled their bear call spreads from the 200-207.5 range yesterday. It doesn't appear they continued rolling today.Expect consolidation between 195 and 220 next. Consider selling puts on dips, like the $NVDA 20251031 195.0 PUT$ . $Advanced Micro Devices(AMD)$ AMD hitting 300 is now a plausible near-term topic.However, a covered call position emerged on Tuesday, selling the
$Bloom Energy Corp(BE)$ $113.28 (+4.38%): Earnings pop with pre-market +19%; hold $108 keeps $115–$118 breakout testMarket Recap (as of Oct 29, 2025): Bloom Energy closed $113.28 (+4.75, +4.38%) after earnings, trading $105.84–$113.51 on the day. Volume ~11.1M vs ~13.0M avg (~0.85×). Pre-market quotes on YF show a sharp continuation toward $135.12 (+19.3%), reflecting a momentum chase in clean-energy beta names.Technical Indicators Analysis: RSI(14) ~65.2 (bullish, below overbought). MACD lines are near-flat with the histogram improving from negative—early momentum re-acceleration. Price is above short/mid EMAs, and the up-gap keeps a sideways-up bias. A firm push/close > $115–$118 opens $121–$125 (52-wk high $125.75 zone). Lose $108 and a gap ba