To The Moon

I’m leaning toward Option B — the Fed keeps rates unchanged through year-end. The 9–3 vote shows growing concern about inflation, but higher Treasury yields are already tightening financial conditions. Unless inflation picks up again, I think the Fed will wait for more data. I’m watching core PCE, CPI, and the labor market most closely. If inflation continues to cool and job growth slows gradually, another rate hike becomes less likely. However, persistent oil-price strength could keep inflation sticky and delay any policy easing. For investing, I expect high-growth stocks to stay volatile while yields remain elevated, whereas energy stocks could benefit from firm oil prices. I’m staying selective and focusing on companies with strong earnings rather than reacting to short-term market mov

$Apple(AAPL)$  Apple's warning matters because it comes from demand exceeding available components rather than weakening consumer demand. If memory constraints are temporary, investors may look through one or two quarters, especially given Apple's balance sheet and ability to secure supply ahead of rivals. However, if shortages persist, they can delay product shipments, pressure margins through higher procurement costs, and slow services growth by limiting new device sales. A 5% to 6% after-hours move suggests the market has already repriced much of the near-term risk. The next key question is whether suppliers such as SK Hynix, Micron and Samsung can expand advanced memory output quickly enough. If supply normalises, this is likely to be vie

July 2036 portfolio gained SGD45000 or 8.3%. Dividend collection is SGD14000 year to date. During the dot-com crash of 2000, Berkshire Hathaway surged over 26% while the tech-heavy NASDAQ plummeted nearly 40%. This period perfectly illustrates "Berkshire Time"—a phenomenon where conservative, value-driven strategies shine while speculative markets crumble. My core portfolio mirrors this defensive philosophy, focusing heavily on Singapore (SG) and Hong Kong (HK) dividend-paying blue chips. To add a bit of growth potential, I maintain a smaller satellite portfolio dedicated to deeply discounted Hang Seng TECH (HS Tech) stocks. While this value-and-yield approach frequently lags behind during aggressive, growth-fueled market rallies, it proved its worth this month by successfully beating the

These four earnings reports did not prove that the storage cycle is ending. If anything, they confirmed the opposite: AI data-center orders remain strong, storage prices are still rising, and supply remains tight. What has changed is the market’s scoring system. Previously, revenue growth and record profits were enough to push a stock higher. Now, even the strongest results in a company’s history can trigger a selloff if they fail to beat already-extreme consensus expectations. That is also how I view the upcoming earnings report from $SanDisk Corp.(SNDK)$ The results will probably be very strong. The problem is that “very strong” may no longer be enough. CompanyActual ResultsVersus ExpectationsMy View

SpaceX is a lottery ticket kind of stock. It defies almost every principle of sound fundamental investing. First, the valuation is always a stretch. Same story with Tesla, priced wildly above its competitors. I accept that a market leader deserves a premium, but the gap suggests something more than that. There is an Elon Musk premium embedded in the share price, and it is substantial. Second, much of what you are buying sits in the future. Colonising Mars or the Moon, data centres in space, humanoid robots. None of it is commercialised. Yet it is priced today as though it already is. That is not valuation. That is buying into a vision. So if you want to invest in Musk’s companies, you cannot use the conventional lens. Which is exactly why these stocks are so divisive. On one side, the nays

Moonshot AI’s Kimi K3 is the next Chinese name to make a splash in Western media. It ranks alongside the frontier models from Claude and ChatGPT, and that alone is a feat. The naysayers say it was achieved through distillation and the like. Maybe. But if it were that easy, every lab would be doing it and every model would be frontier class.Being frontier is one thing. Cost is another. Claude is known to be expensive. ChatGPT has managed to bring its costs down. Kimi K3 still comes in more than 50% cheaper than ChatGPT. As good as the West, at a fraction of the price. For cost conscious users, that is reason enough to switch.It also remains a few years behind its U.S. and Korean peers technologically. Strict export controls mean it cannot easily acquire extreme ultraviolet lithography equip

Bitcoin has always sold itself as digital gold for the masses. Open to anyone. Unstoppable. Owned by the people. Yet look at the numbers and a different picture emerges. Roughly twenty thousand addresses control about sixty-two percent of the supply. The biggest of those often belong to exchanges, ETF custodians, and a handful of corporations. Still, the concentration is real. And that raises an old question Warren Buffett has asked in different words for years: if only a few large holders matter, who is left to buy when they decide to sell? The optimistic case starts with market structure. Bitcoin trades around the clock on dozens of exchanges. Spot volumes still run into the billions most days, even if they have cooled from earlier peaks. Order books on the bigger platforms can absorb mi

Market Outlook of S&P500 (03Aug2026) Technical Analysis Overview Source: Yahoo Finance dated 02Aug2026 MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 200-day (MA200) moving average but cut the 50-day (MA50) moving average. This pattern indicates a bullish shift in the long term and uncertain in the short term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This is showing a bearish trend. Chaikin Money Flow The CMF index shows a score of 0.09, indicating more buying momentum than sell

My Investing Muse (03Aug2026) Layoffs, closures and Delinquencies Between July 27 and August 2, 2026, the tide of restructuring swept through industries with quiet force, as Porsche sealed an agreement to shed five thousand more roles toward a nine-thousand total by 2035 amid fading demand. Yet several claimed cuts fell just before the window: Centrica’s thirteen hundred, Telefónica Germany’s eleven hundred store-closing plan, K&L Gates’ ten-percent non-lawyer trim, and Amazon’s cloud software reductions had already echoed days earlier, while Intel’s Data Center moves and Magic Leap’s nearly two-hundred waveguide pivot gained only confirmatory notes within the week. Fresh waves arrived nonetheless—BMW offering voluntary exits for up to eight thousand German administrative and research

🌟🌟🌟 $Sea Ltd(SE)$  $Sea US SDR 50to1(UGGD.SI)$ upcoming earnings report on August 11 2026 is the ultimate make or break moment for South East Asia's biggest tech juggernaut.  Wall Street is buzzing with anticipation.  The stock is currently marked as a Moderate Buy and analysts are projecting a massive 45% upside with a Target Price of USD 155.54. At the heart of this empire is a captivating story of visionary ambition, led by Founder and CEO Forrest Li.   Forrest Li was once an ordinary graduate who arrived in Singapore with a substantial student debt and just a few dollars in his pocket.  He named himself "Forrest" after watching Forres

Good morning everyone! I hope everyone had a great night’s rest and is ready for another exciting trading day. As always, today’s watchlist starts with one of Singapore’s strongest blue-chip banks – OCBC Bank. Whether I decide to trade today or simply observe the market, having a clear plan before the opening bell helps me stay disciplined and avoid emotional decisions. Today, I am looking at OCBC because it continues to be one of my favourite Singapore stocks for both investing and short-term swing trading. With strong earnings, attractive dividends and relatively stable price movements, OCBC provides opportunities for both long-term investors and traders looking for small, consistent profits. ⸻ 🏦 Why I Continue Watching OCBC OCBC has built a reputation as one of Singapore’s most resilien