To The Moon

As at today’s date, there is insufficient public information to reliably project an exact end-date for the current shutdown. Historically, shutdowns only end when one (not both) of these conditions tips first: (a) political pain > political benefit; (b) market stress transmits clearly into funding conditions or polling. At the moment, this shutdown has indeed crossed into the zone where liquidity narratives become relevant — Treasury cash-management, T-bill auctions, and dealer positioning can all begin to leak into equity sentiment if the impasse continues in the same manner for another couple of auction cycles. Pullback interpretation Based on market structure signals rather than headlines: US large-caps are still trading nearer the upper half of their 3-month value areas. Volatility

In strict financial terms, the probability of Tesla compounding to an USD 8.5-trillion market capitalisation within ten years is not zero — but it is extremely low under present observable fundamentals. To illustrate scale: USD 8.5T ≈ almost 4× Apple today, and effectively implies Tesla becomes larger in value — alone — than the current combined value of the entire S&P 500 information technology sub-sector ex-Nvidia. The commercial leap required This is not merely “sell more cars”. It assumes Tesla becomes an AI-platform monopoly with: global Level-5 autonomy deployed at scale and adopted by regulators robotaxi network profit margins akin to dominant digital platforms (not car OEM margins) mass-market general-purpose humanoid robotics with unit economics that exceed today’s industrial

At this juncture, 2026 does not look “harsh” in an existential sense — but it does look structurally less generous than 2023–24. The 2023–2024 cycle was effectively the peak-NIM yield harvest effect of the post-pandemic rate shock. We are now sliding down the normalisation curve. Observations 1) DBS remains in the “resilient balance-sheet” cohort Their Q3 surprised on the upside because they have a materially higher CASA proportion, better treasury income contribution, and better operating leverage. Even with NIM compression from 2.11 → 1.96, they are still printing a very strong RoE profile. 2) UOB’s issue is not merely “lower NIM” The sharp drop in reported Q3 profit is magnified by the credit-provision swing. That is the greater signalling variable, because it implies that UOB’s credit

$TSLA (NOV 6, 2025-daily) Over the past few months (April to June), I steadily increased $TSLA my position from $230 to $320, sharing every step with my Tier 3 subscribers—even as some grew skeptical, questioning why I was “wasting time” on this apparent laggard while my accumulation phase neared completion. Having worked alongside whales in the past, I’ve seen their playbook firsthand: they typically spend 3 to 12 months quietly accumulating—buying dips, shaking out weak hands, reloading and reshuffling—before the eventual surge. If patience isn’t your strength, that’s fine—just follow the big accounts charging triple-digit fees and park your capital in $QQQ and $SPY as “core” holdings, like they advise everyone else on their patreons.

In a world where ChatGPT’s descendants guzzle gigawatts like teenagers chug energy drinks, and climate Cassandras wail about fossil fumes choking the skies, enter IMSR: not your grandfather’s Three Mile Island relic, but a sleek, salt-simmering sorcerer poised to alchemize atomic dread into digital divinity. Terrestrial Energy’s Integral Molten Salt Reactor isn’t merely a power plant—it’s the unsung architect of an “Energetic Enlightenment,” a paradigm where nuclear’s phoenix rise doesn’t just green the grid; it supercharges the singularity. Forget timid transitions; IMSR is the radical reboot, turning existential energy entropy into exponential abundance. At CAD 1.85/share as of November 6, 2025, this isn’t a bet on survival—it’s a wager on supremacy, with 300% upside etched in thorium. P

Buckle up—markets are firing on all cylinders as US-China trade talks heat up, sending stocks, oil, and copper into overdrive with a fresh rally vibe. Inflation's cooling off without the drama, paving the way for risk-on moves, while this week's earnings storm (170+ heavyweights dropping reports) could flip the script on Big Tech's dominance. Forget the noise: here's the pulse on today's must-track action, spotlighting names with real momentum and setups screaming opportunity. Market Movers Shaking Things Up: Big Tech Earnings Blitz: The floodgates open with Microsoft, Apple, Alphabet, Amazon, and Meta unleashing Q3 numbers—expect fireworks on AI bets, cloud surges, and ad revenue twists. Traders are eyeing 5-10% swings post-bell, especially if guidance crushes whispers of slowing gro

As Tesla shareholders huddle in virtual proxies and boardrooms buzz with the weight of a trillion-dollar destiny, the verdict on Elon Musk’s audacious compensation package hangs like a Starship launch countdown. Dubbed the “trillion-dollar wager,” this isn’t some gilded CEO handout—it’s a covenant etched in equity, demanding Musk catapult Tesla’s market cap from $1.3 trillion to $8.5 trillion in a decade, unlocking full autonomy in Robotaxi fleets and legions of Optimus humanoids, all for a potential 12% stock bounty. The market, prescient as ever, surged 4% yesterday on whispers of approval, shrugging off the dour dissent from Norway’s $1.9 trillion sovereign wealth fund and other institutional pearl-clutchers. Prediction markets peg passage at 95% odds, with Musk’s voting clout balloonin

$DoorDash, Inc.(DASH)$ Buckle up, investors! DoorDash just dropped a bombshell with its Q3 2025 earnings, sending shares tumbling more than 20% in a brutal market reaction. 💥 What was supposed to be another quarter of growth turned into a wake-up call for the food delivery giant, as earnings per share came in at a disappointing $0.55 – missing Wall Street's expectations of $0.68 by a wide margin. Ouch! But it's not all doom and gloom; revenue soared to $3.45 billion, beating estimates of $3.36 billion and marking a solid 27% jump year-over-year. 🚀 Diving deeper, total orders hit 776 million, surpassing forecasts of 770.6 million with a 21% increase from last year. Marketplace gross order value? A whopping $25.02 billion, up 25% and ahead of the $2

🟩 🦖 DBS beats expectations! In this video, join Iggy, your favorite investing iguana, as we analyze DBS's impressive Q3 performance, including a dividend boost that’s a pleasant surprise for investors. Learn how the bank's resilience shines through despite global tax impacts and a slight dip in net profit. We’re also shedding light on UOB’s shocking earnings miss, PropNex’s legal challenges, Kalawu's blockbuster IPO, and the latest moves in the REIT sector. Packed with insights, this episode is your guide to making smarter investment decisions in a mixed Singapore stock market. Whether you're looking to strengthen your portfolio, understand economic strategies, or make informed investment decisions, this video is a must-watch. Remember, investing is a long-term game. Be patient, discipline

🟩 🚀 Michael Burry's $1 Billion AI Bet: Danger or Opportunity? Packed with insights, this analysis sheds light on the tech billionaire’s bold moves against Nvidia and Palantir, raising the question—are these valuation bubbles about to burst? Join Iggy as he explores Burry’s strategic portfolio shift, revealing what this means for Singapore and Malaysian investors. 📊 Whether you're navigating the hype or strategizing for resilient investments, this video is your guide to understanding the risks, rewards, and opportunities in today’s volatile AI-driven market. From geopolitical risks to the rise of anti-bubble stocks like Meta and UnitedHealth, we break it all down so you can make informed investment decisions. 💡 Practical takeaways include tips for trimming positions, identifying resilient b

$MEITUAN-W(03690)$ looks solid! Its declining debt ratio proves strong profitability, funding growth while still saving cash. The growth flywheel is spinning—bullish on its future!

$TENCENT(00700)$ CLSA's latest report is bullish on Tencent! Projecting solid Q3 with revenue & profit up big. Online ads and biz services both firing on all cylinders, growing over 20%. With gaming, ads, and cloud all resilient, this momentum is set to roll into 2025. As the top beneficiary of AI applications, Tencent's growth story is far from over!

$Alphabet(GOOGL)$ led the charge yesterday, surging 3% at its peak and shining in the tech rebound! With AI and cloud driving growth, this rally has more room to run. Bullish on what's ahead!