To The Moon

There was no press release or fanfare, but last week was more consequential to the future of autonomous driving than any week in recent memory. Waymo and $Uber(UBER)$ broke up. They’re still working together in Austin and Atlanta, but there’s now a clear business model split between the two. In a lot of ways, clarity is important. Waymo has a clearer path forward as it scales the business around the U.S. and globally. Uber knows it can’t rely on Waymo either, but it also puts pressure on the partners Uber is betting on. With new technologies, getting the business model right is more important than getting the technology right, so this moment is crucial. As an owner of both stocks, I’m not surprised by the move and happy to see the shift. I think i

The cryptocurrency market is moving out of its late 2025/early 2026 lull, and Bitcoin's defense and reclaim of the $62,000 level highlights that structural demand is very much intact. An analysis of what is driving this momentum, how to position for Q3 volatility, and an individual breakdown of MSTR, COIN, IREN, and MARA provides clarity on navigating this landscape. What Has Been Keeping This Momentum Alive? While retail "hype" cools down periodically, the 2026 momentum is driven by deep institutional rails and structural shifts: The Corporate Treasury "Digital Credit" Playbook: Led aggressively by MicroStrategy, the market is embracing engineered bitcoin capital tools. MSTR's launch and scaling of massive preferred equity instruments (like STRC) have allowed institutional investors to ga

While the index benchmarks consolidated, Director and CEO activity notched higher over the five sessions through to the 2 July close. Over the five sessions, more than 120 director interests and substantial shareholdings were filed for around 50 primary-listed stocks. 1. $Aspial Lifestyle(5UF.SI)$ Between 26 June and 30 June, Non-Executive Chairman Koh Wee Seng acquired a total of 1,331,200 shares via market transactions at an average price of S$0.354 per share for a combined consideration of S$471,245, increasing his direct interest to 9.95% from 9.88%. His total interest increased to 75.67% from 75.60%, while his deemed interest remained unchanged at 65.72%.  2. $NeraTel(N01.SI)$ Between 25 Jun

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $Singtel(Z74.SI)$ $OCBC Bank(O39.SI)$ $Sembcorp Ind(U96.SI)$ $UOB(U11.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $CapLand IntCom T(C38U.SI)$ $SGX(S68.SI)$ $AEM SGD(AWX.SI)$ $CapLand Ascendas REIT(A17U.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $UOB(U11.SI)$