To The Moon

Weekly S&P500 ChartStorm - 19 April 2026 Learnings and conclusions from this week’s charts: The S&P500 has bounced back & onto new all-time highs. Q1 saw a major cleanout in positioning across participants. Two major weak spots (Bitcoin & Software) are looking better. Global equity technicals look bullish following “healthy correction”. Retail allocations to cash remain around the bottom end of the range. Overall, following what now looks to be a “healthy correction” + a big Q1 clean out in positioning + positive technical developments — it looks like the path of least resistance is higher from here. Mission Accomplished: that looks like a decisive victory. One thing I think that stands out through this whole episode is how despite consensus bullish sentiment, crowded

$AJJ Medtech(584.SI)$   On 17 April 2026, The Edge Singapore published a Corporate Moves feature titled: “AJJ Medtech eyes humanoid robots for next growth spurt, even as supply contracts multiply” on AJJ Medtech (SGX: 584). The more useful takeaway from the article may not be the robotics headline alone, but the way it clarifies AJJ’s broader capital logic. A simplified reading of AJJ as merely a “medical consumables trading name + robotics concept” now looks incomplete. A more structured interpretation may be: a visible healthcare supply revenue base, plus longer-term expansion into renal care, digital / cloud-linked healthcare systems, and intelligent care robotics. In that sense, AJJ’s current capital logic appears to be less about

🔥City Dev $CityDev(C09.SI)$ is this morning's top performing stock on the Straits Times Index after rallying as much as 5.3% to $8.80 ✳Trending City Dev call $CityDev MBeCW260730(WKUW.SI)$ (https://warrants.com.sg/tools/livematrix/WKUW) was up as much as 50% to $0.021 🏆Macquarie's two City Dev call warrants WKUW and FTAW are the top two best performing warrants this morning as of 1010AM City Dev is boosted by news of an analyst upgrade in stock ratings and price target to $10.45 According to Bloomberg, reasons for the analyst's re-rating include a low SORA that will provide earnings momentum for City Dev given the record FY25 residential sales and hotel demand recovery

CICT Gearing Breaches 39% As Paragon Deal Closes | SGX Daily Pulse 20 April 2026 | 🦖EP1559 The market is pricing CICT's Paragon acquisition as a trophy win, but the balance sheet is carrying a 39.2% pro-forma gearing and an ICR of approximately 3.1x — both in forensic breach before the ink is dry. At that coverage ratio, a single rate cycle turn or a DPU cut from slowing Orchard retail reversion erases the 4.85% yield margin entirely. CDLHT compounds the picture: a 5.75% yield sounds like sanctuary until you realise interest expense is already consuming roughly half of operating income at a 2.0x ICR. At a 5,000-point STI, the rally feels validating — but the forensic question is what you are being paid to own. The 6-month T-Bill sits at 1.47%, my forensic floor holds at 3.2%, and the minim

Hormuz Strait Closed Means Your Power Bill Jumps 20% Soon | 🦖EP1558 The Hormuz re-closure is not a distant geopolitical headline — it is a direct assault on the fuel hedge mathematics that your SIA dividend depends on. SIA's hedge cover drops from 41% to 24% by late 2026, precisely when Brent risk premiums are projected to peak, and that 37% downward revision in FY2027 core net profit means the distribution arithmetic is already broken before the July utility shock lands. For a mature SRS portfolio in a 5,000-point STI era, the question is never yield in isolation — it is yield minus the risk you are silently underwriting. With the 6-month T-Bill at 1.47% and my Forensic Floor anchored at 3.2%, any fuel-exposed transport equity needs to clear a credible 4.7% hurdle with gearing below 35% t

$Netflix(NFLX)$ kicked off US earnings season by plunging 9.45% on Friday (17 April), as investors looked past better-than-expected results and reacted to news that co-founder Reed Hastings would step down as chairman. Amplifying the return, the Netflix 3x Short DLC surged around 29%, while the Netflix 3x Long DLC declined a similar magnitude. Among the US companies scheduled to report over the next two weeks are $Tesla Motors(TSLA)$ on 22 April, followed by Amazon, Alphabet, Meta, $Microsoft(MSFT)$ , and $Apple(AAPL)$ in the following week. Tesla has been on a recent short term uptrade, gaining around 15% over the past