To The Moon

Nov 2025 Performance: A loss of SGD 2000 , representing a 0.4% loss. Dividends: Accumulated SGD 26,000 in dividends year-to-date, with SGD 25,000 already received. Lately, there’s been some talk in the market about an “AI bubble.” I remain neutral on this topic. While I agree that many U.S. stocks—particularly in the tech sector—are expensive, that’s not unusual. U.S. tech stocks have rarely been “cheap,” even in normal times. Many of these large tech companies generate strong, consistent cash flows, which allow them to invest heavily in AI research and development. In fact, they *have* to stay competitive in the AI race—falling behind could mean being left behind by the market altogether. Demand for data centers and cloud infrastructure isn’t speculative—it’s essential. These are the foun

🌟🌟🌟The market is a sea of emotions and lately it has been awash with caution.  For Pop Mart $POP MART(09992)$  $POP MART(09992)$ $POP MART HK SDR 20to1(HPPD.SI)$ this has meant a pullback, a temporary retreat from its soaring heights.  Analysts like $Morgan Stanley(MS)$  have trimmed their sails, lowering price targets in a nod to the prevailing winds of a global consumer sector rotation.  But for those with the courage to look beyond the surface, this is not a sign of weakness.  It is a whisper of a powerful resilient force. While the t

🌟🌟🌟November was supposed to be the victory lap, the reliable month where bulls could count on a strong lift toward the December finish line.  This year November delivered a chill instead.  The November effect, that historically golden period for markets has fizzled out. With the Nasdaq shedding 2% and the broader S&P500 struggling to find its footing, a palpable anxiety has settled over the investing community.  The easy gains seem to be over and a genuine fear of a turn in the tide is real. However this is not a moment to panic but a test of nerve and a confirmation of strategy.  The wisdom of diversification has come to the fore during such times. While the US market saw some weakness in November, my broader portfolio was more resilient.  

November’s Turnaround - A Remarkable Reversal Nov End Just over a week ago, November looked headed for steep losses. The S&P 500 was down 4.4% month-to-date, sentiment was shaky, and markets were questioning everything, from AI to the Fed to the broader economy. But the Thanksgiving rally changed everything. Today’s shortened Black Friday session sealed the turnaround: Index Close Daily Change November Change: Dow Jones 47,716.42 +0.61% +0.3% $S&P 500(.SPX)$ 6,849.09 +0.54% +0.1% Nasdaq 23,365.69 +0.65% –1.5% S&P 500: Best Thanksgiving week since 2008 (+3.7%). 7 straight months of gains. Nasdaq avoided a deeper drop after being down as much as 7% earlier in the month. Hot Stock $Intel(INTC)$ +

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ Traders are ditching the November blues like yesterday's leftovers – the S&P 500's 2.5% monthly meltdown, its nastiest since March's volatility vortex, just handed bulls a golden setup for a December blast. With YTD gains locked at 13.5% through October's close, this November negative twist flips the script: Historical heat shows December's never dipped red in such spots, averaging a juicy 4% surge with max losses a puny 0.7% and drawdowns capped at 1.7%. Citi's wealth wizards are spotting "room to run" amid record $37B+ inflows from elite clients, while Fed's QT halt on Dec 1 unleashes liquidity like con

Earnings Calendar (01Dec25) I am monitoring the coming earnings from Asana, Salesforce, Kroger and CrowdStrike. Salesforce: Performance and Outlook Stock Performance and Analyst Sentiment Salesforce has experienced a notable decline in its stock price, falling 29.7% compared to a year ago. Technical analysis currently recommends a “strong sell”, while analyst sentiment remains positive with a “buy” recommendation. The analysts’ price target is set at $328.37, suggesting a potential upside of 42.43%. Revenue and Profit Growth The company’s revenue has grown substantially, starting at $6.6 billion in 2016 and reaching $37.8 billion in 2025. Over the past decade, Salesforce has maintained a robust median gross profit margin of 74.2% and a free cash flow (FCF) margin of 21%. Operating profit i

My Investing Muse (01Dec25) Layoffs, Bankruptcy & Closure news AMAZON LAYOFFS HIT NEARLY 2,000 ENGINEERS - Amazon’s latest round of job cuts has reached deep into its technical ranks, eliminating nearly 2,000 engineering roles and signalling a sharper reset of the company’s ambitions in key growth areas. The reductions, which hit teams working on everything from Alexa to core retail systems, mark one of the most concentrated blows to Amazon’s engineering workforce since its broader downsizing began. - MSN Companies have announced more than 1.1 million layoffs so far this year, a 44% increase from the total number of layoffs in 2024, per YF Approximately 30% of all job postings are fake, per MorePerfectUnion 39,006 Americans got advance layoff warnings in October, the second-highest sin

With $CrowdStrike Holdings, Inc.(CRWD)$ is set to report earnings on Tuesday, December 2, 2025 (after market close), the focus is shifting from "recovery" (post-July 2024 outage) to "re-acceleration." The company has largely operationally put the outage behind it, but the legal overhang—specifically the Delta Air Lines lawsuit—remains a headline risk. Revenue Estimate: ~$1.21 Billion (~20% YoY growth) Non-GAAP EPS Estimate: ~$0.94 Implied Move: The options market is pricing in an ~8.5% move (approx. ±$40/share) by Friday, Dec 5. CrowdStrike Fiscal Q2 2026 Earnings: The "Re-acceleration" Quarter The Fiscal Q2 2026 earnings reported on 27 August 2025 (reflecting the quarter ended 31 July 2025) were a pivotal "prove it" moment for CrowdStrike, markin

From my perspective, gold pushing back to the $4,200 level feels like a natural response to the market's shifting expectations on Fed policy. When investors sense that rate cuts are coming, the opportunity cost of holding gold drops, and money tends to flow back into safe-haven assets. So this rebound doesn't surprise me — it fits the macro narrative of softer yields and a market looking ahead to 2026 with a more accommodative policy outlook. That said, I'm not taking $4,200 for granted. Gold usually needs more than just rate-cut speculation to stay elevated. It also depends on real yields, global risk appetite, and how much demand is coming from central banks. If real yields fall further or stay muted, that creates a supportive floor. But if yields unexpectedly spike again, gold could eas

$BABA-W(09988)$  $BABA-W(09988)$  last week BABA posted revenue growth and their Cloud business better than estimated but their share price still drop. From the charts it looks like at support level now and 200 day moving average at about 130. For now I will be holding and if drop to 200MA then I will look to add some. I'm super confident on BABA for the long term, so will continue to add when opportunities arise.

Support & resistance...how I pick safe entries (with good risk/reward).Coming from a former account blower upper (i'm trademarking that!).After 10 years of trading, my first instinct is always *how do I best protect my money?*, and THEN it's *how to I multiply it?*.Not the other way around.I'm guess I'm kind of a doomsday prepper, but the trading edition? Anyways...I always protect myself by adding at:- areas with previous price support & buying activity- which typically acted as resistance first.This gives me both a line in the sand (I get out if it's broken), and a low-risk add area. $Palantir Technologies Inc.(PLTR)$ is a beautiful example.If I'm looking at the chart, I say..okay price rejected $150 in late June, resulting in a big red