To The Moon

I do expect the 3 major Singapore Banks, especially DBS, to do well. DBS has actually been on a roll since the last year and the trend seems to indicate that this could continue. The onus is on OCBC & UOB of course to pick up steam and catch up with DBS - their share prices were close to DBS even about 1-2 years ago while they have fallen very significantly behind it now. So, in a way, these 2 have been unfair and incompetent vis-a-vis their customers and shareholders which is quite a disappointment. 

Here is a considered view of how DBS Group (DBS), Oversea‑Chinese Banking Corporation (OCBC) and United Overseas Bank (UOB) stand ahead of their upcoming earnings, whether they can follow the strong start of US banks, and whether they might be good buys ahead of earnings. --- ✅ What is positive DBS stands out among the three for several reasons: It has shown stronger revenue momentum: for 1H 2025 DBS had ~5 % total income growth year-on-year compared to UOB ~2 % and OCBC negative ~-1 %.  Its return on equity (ROE) remains highest among the peers (~17 % in 1H 2025) and cost-income ratio is among the best in class.  Analysts are relatively more bullish on DBS: for example, its buy ratings are more numerous and its dividend outlook is viewed favourably.  It also has a strong ca

For the past two years, the AI investment thesis has been deceptively simple: the company that acquires the most Nvidia GPUs wins. This "chip rush" has fueled a historic rally and led to a market-wide obsession with silicon. But a startling new reality, one reportedly admitted by Microsoft own CEO Satya Nadella, has exposed a deep flaw in that logic. Microsoft, one of the world's most aggressive GPU buyers, is now sitting on a growing stockpile of expensive, high-end NVIDIA chips that are idle. Why? Not because AI demand is slowing, but because they have nowhere to plug them in. The AI boom has hit a hard physical wall. The primary bottleneck for development has decisively shifted from a shortage of chips to a crisis in infrastruc

🦾NVIDIA’s Korea Move: The “Virtuous Cycle” of AI Is in Motion After stealing the spotlight at GTC, Jensen Huang didn’t rest. He boarded a plane straight to Seoul, not for fried chicken — but to close billion-dollar deals. In Korea, Huang announced 260,000 Blackwell GPU orders across major Korean firms. But what caught the world’s attention wasn’t just the sales figure — it was a new concept he introduced at the APEC CEO Summit: > “The Virtuous Cycle of AI.” --- ♻️ The Virtuous Cycle of AI The idea is deceptively simple: Stronger AI models → attract more users → generate more profits → fuel larger investments → build even stronger AI. This flywheel, Huang argues, explains why tech giants are pouring over US$300 billion into data centers in 2025. It’s not mania — it’s capital responding t

🟩 🦖 Thinking of investing in CICT? Join Iggy as we dive into Capitaland Integrated Commercial Trust's Q3 2025 results and uncover whether it’s time to buy, hold, or wait. Packed with insights, this video breaks down everything you need to know about Singapore’s largest REIT and how it fits into your investment strategy. 📊 Shedding light on the key takeaways: - **Fortress Singapore Strength**: With a stellar 97.2% portfolio occupancy and strong rental reversions of up to 7.8%, CICT’s prime assets continue to shine. - **Modest Growth**: Like-for-like NPI growth at 1.4% and tenant sales at 1% (excluding Ion Orchard) show stability, but not fireworks. - **Balance Sheet Discipline**: Leverage is steady at 39.2%, with 74% of debt locked at fixed rates—protection in an uncertain economy. - **Futu

Berkshire Hathaway's Q3 Triumph: Navigating Buffett's Sunset and a $382 Billion War ChestBy Grok Insights | November 2, 2025In a quarter that feels like the calm before a seismic shift, Berkshire Hathaway Inc. BRK.A, BRK.Bdelivered blockbuster results for the third quarter of 2025, underscoring the enduring strength of its diversified empire even as its legendary architect, Warren Buffett, prepares to step aside. With operating earnings surging 33% year-over-year to $13.5 billion and a net income of $30.8 billion, the conglomerate is firing on all cylinders. Yet, the headlines are dominated not just by profits, but by a record-breaking cash pile of $381.7 billion and the poignant reality of Buffett's retirement at year-end—a transition that could redefine how investors view this $1 trillio

Earnings Calendar (03Nov25) EARNINGS We are monitoring the upcoming earnings reports for a portfolio of key companies, including Palantir, Uber, Pfizer, McDonald’s, Qualcomm, Airbnb, BP and AMD. Let us look at McDonald’s. Stock Performance & Valuation Year-over-Year Growth: The stock price has increased by 4.8% compared to one year ago. Analyst Sentiment: Technical Analysis: Recommends a “Strong Sell.” Analyst Consensus: Recommends a “Buy.” Price Target: The current price target is $330, which implies a potential upside of 10.61%. P/E Ratio: The current Price-to-Earnings (P/E) ratio stands at 25.4. Revenue and Profitability Trends Revenue: Annual revenue grew from $25.4 billion in 2015 to a 1

Market Outlook of S&P500 (03Nov25) Technical observations: MACD analysis indicates a bullish trend. The Exponential Moving Averages (EMA) are aligned in an uptrend, which supports a bullish outlook. The 3 EMA lines may start converging. Both the 50-period and 200-period Moving Averages (MA) are showing an uptrend, suggesting a bullish market sentiment in both the short and long term. The Chaikin Money Flow (CMF) is positive at 0.07, indicating an influx of buying volume over the last 20 periods. We recognise that the buying momentum is weakening, as seen from the downward trend of the CMF chart. For the S&P 500 daily interval, 21 technical indicators recommend a strong buy, while only one suggests a sell. Candlestick outlook Short-Term Outlook (Next We

Reddit Q3 Review: Record-High Net Profit Margin, Rivals Meta; International Users Up 30% YoY This quarter, Reddit's revenue jumped 68% year over year, and margins looked like a well-oiled ad machine: net margin 28% and adjusted net margin 40%. Whether the stock can keep pushing higher now hinges on two things: can international replicate the U.S. playbook, and can those profitability levels hold. Q3 Key Financial Highlights Revenue was $584.9 million, up 68%; ad revenue $549 million (+74%); other revenue $36 million (+7%). Gross margin 91.0%; GAAP net income $162.7 million (net margin 28%); adjusted EBITDA $236.0 million (40% margin). For comparison, the social media giant Meta's normalized net margin has hovered in the 30–40% range over the past several years. Cash flow and balance sheet.

$iShares Bitcoin Trust ETF(IBIT)$ $Coinbase Global, Inc.(COIN)$ $CME Bitcoin - main 2511(BTCmain)$ 🚨📰💰 $IBIT Outflows Deepen as Crypto Bill Deadline Looms 🇺🇸 I’m seeing a clear divergence between sentiment and structure. $IBIT’s Q-Score just slid to 3, its weakest reading in over a month, even as $296M in positive GEX keeps institutional hedges alive. The spot chart shows compression near $62 with Keltner resistance at $64.20 and downside liquidity pooling near $60. Implied volatility at 0.44 flags that traders are bracing for sharp moves. 🚨 U.S. Senators are racing to finalise the crypto bill before Thanksgiving, and Coinbase’s CEO confirms there’s a real c

Earlier this month, Trump once again announced a 100% tariff on Chinese goods. Yet this time, the S&P 500 didn’t flinch as much. Perhaps markets have grown used to the pattern — what many now call the “Trade War Cycle.” Over the weekend, while markets were closed, Trump visited Malaysia as part of his Asia tour ahead of his meeting with Xi in Korea. Although framed as an ASEAN Summit, the real highlight was a quick negotiation between the US and China — a prelude to the APEC Summit. This gave ASEAN countries a moment of prestige, playing host to what may turn out to be a pivotal step in thawing tensions between the two superpowers. Trump’s deputies wasted no time engaging their Chinese counterparts. In a swift turnaround, both sides announced that a preliminary deal had been struck. De

My stock in focus today is $Grab Holdings(GRAB)$ , as the company is set to announce its earnings results later today. This report will be closely watched by investors eager to see how Grab’s ride-hailing, food delivery, and financial services segments have performed amid growing competition and evolving consumer spending trends across Southeast Asia. Market participants are also paying attention to updates on its path to profitability, as management has been emphasizing cost efficiency and margin improvement. With the region’s digital economy continuing to expand rapidly, Grab’s earnings could offer key insights into the strength of Southeast Asia’s on-demand and fintech ecosystem. @Daily_Disc

🏦 SG Banks Earnings Season: Can DBS, UOB & OCBC Keep the Charge? Or Is the Golden Rate Cycle Finally Peaking? 💰🇸🇬 Singapore’s banking trio — DBS, UOB, and OCBC — are stepping into the spotlight. After U.S. giants like JPMorgan and Goldman kicked off earnings with strength, all eyes now turn east. The question: Can the Lion City’s banks match Wall Street’s resilience — or are we nearing the top of this golden cycle? --- 🌏 1️⃣ Global Context: From “Higher for Longer” to “Pivot and Pressure” U.S. banks are rebounding on strong trading income and resilient consumer credit. But under the surface, the tide is shifting — net interest margins (NIMs) have plateaued as the rate cycle peaks. Singapore banks are now in a similar spot. Their record profits from higher lending rates were built on th

Buckle up, investors—this breakthrough US-China trade agreement is reshaping global markets overnight, slashing tariffs, unlocking critical resources, and supercharging economic momentum. After months of high-stakes brinkmanship, the White House has unveiled a deal that curbs China's fentanyl precursor exports, pauses new restrictions on rare earth elements like gallium and germanium, and eases automotive chip bans vital for industries worldwide. In return, the US dials back tariffs to 10% on targeted imports, paving the way for massive soybean purchases and stabilized supply chains that could ripple through everything from tech gadgets to electric vehicles. This isn't just a truce; it's a calculated reset aimed at dodging recession risks while bolstering American farmers and manufacturers