To The Moon

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $SGX(S68.SI)$ $Singtel(Z74.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $ST Engineering(S63.SI)$ $Keppel DC Reit(AJBU.SI)$ $Keppel(BN4.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $DBS(D05.SI)$

OCBC, SGX, UOB and Yangzijiang are amongst the top 8 index performers on the Straits Times Index (STI) this year. All reported earnings last night/this morning See how their respective results went and Bloomberg's analysis of their technical charts ▶Yangzijiang: reported after market a strong 1H26, with revenue up 36% year-on-year (yoy) to RMB 17.53 billion and net profit up 28.4% yoy to RMB 5.37 billion, driven by progressive construction of vessels secured at higher contract prices and a more favourable product mix Its shipbuilding gross margin improved, while its orderbook at USD 22.4 billion as of 30 June 2026 provide revenue visibility through 2029 Its share price gapped up 7.6% to $4.25 at the open 📺In our One Good Trade Live Show with Joey Choy on 23 July, Joey mentioned Yangzijiang

I don't think every technology stock should be treated the same during a market sell-off. Some businesses have strong earnings and cash flow behind them, while others depend heavily on very high future expectations. $Tesla Motors(TSLA)$ is the one I would treat with more caution. The company has enormous potential in electric vehicles, autonomous driving, robotics and AI, but the share price also reflects a lot of that future potential. If expectations around robotaxis or Optimus are delayed, the stock could fall sharply even if the underlying business remains healthy. For me, Tesla has more characteristics of a bubble-risk stock because investors are paying heavily for future growth that has not fully materialised yet.

With 1 min to go before Thu, 08 Aug 2026 trading commences, will SPCX really fall below $100 mark as both S&P 500 and Nasdaq composite futures indexes in the red ? I will be interested to know if there be massive sell down of SPCX as the first of three lockup cycle expires. What do you think ?

🔥 6 Aug Market Pulse: Where the Real Moves Are Hiding While most eyes are glued to the usual US tech names, today’s setup is more nuanced — and that’s exactly where the edge is. Singapore – Quiet strength building STI is digesting mixed regional cues, but two clear themes are emerging: • Energy & infrastructure names (Keppel Corp, Sembcorp Industries) continue to benefit from resilient demand and supportive project pipelines. • REITs (especially CapitaLand Integrated Commercial Trust) are seeing renewed interest as bond yields stabilize. When rates stop climbing, yield plays start to breathe again. Banking heavyweights DBS and UOB remain the market’s anchors — steady rates = steady support. US – Earnings hangover meets AI residual strength Wall Street is cautiously optimistic heading i

🚀 $SpaceX(SPCX)$ : From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged & Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc

$Hong Leong Asia(H22.SI)$ $3.8 Target Price. --Growth Catalysts for Hong Leong Asia (H22.SI)--   Hong Leong Asia's key growth catalysts centre on three pillars: (1) a proposed spin-off and Hong Kong listing of a subsidiary, which could unlock significant embedded value, (2) strong operating momentum from its core engine business via China Yuchai International (CYD), and (3) a healthy balance sheet supporting both organic expansion and shareholder returns. The stock trades at a modest P/S of 0.47x, suggesting the market may not be fully pricing in these catalysts. (1). Proposed Spin-Off & HK Listing of Subsidiary On 28 January 2026, Hong Leong Asia announced plans to spin off an indirect subsidiary and list it on the Hong Kong Stoc

I lean inflection, but not confirmation yet. Absorbing a $116 billion lock-up without collapsing is arguably more important than the +6.14% itself. The market knew a huge supply event was coming, sellers finally had liquidity, yet buyers overwhelmed the opening weakness. That suggests much of the unlock fear was already priced in. The earnings backdrop helps: stronger core profitability and narrowing losses give investors something fundamental to buy after the sell-off. Cathie Wood and JPMorgan may reinforce sentiment, but they are secondary to the price action. The warning is SSPC falling 12.16%. This is not yet a broad space-sector recovery. I would call it SpaceX-specific capitulation potentially turning into an inflection. Follow-through over the next few sessions, especially on strong

Right now, guidance and positioning price memory, not trailing earnings. When a $14 billion buyback and quadrupled profit cannot support SanDisk, the market is signalling that yesterday's numbers have almost no scarcity value. The next move depends on three things: NAND/DRAM contract pricing, evidence that AI-related demand can absorb new supply, and how much leveraged positioning remains to unwind. SanDisk's cautious guidance has shifted the debate from "how strong was the supercycle?" to "where are peak earnings?" That makes buybacks useful as downside support, but not a catalyst. Western Digital's -13% despite 44% revenue growth reinforces the same message. I would not call the cycle broken yet, but neither would I aggressively catch this fall. Memory is being priced on the next two qua

$SPCX 20260807 200.0 CALL$ Don't forget to Short the rally. 

🌟🌟🌟 $Microsoft(MSFT)$ is an immediate take-profit and wait signal.  While it remains an absolute tech titan, the broader market is losing steam.  Institutional funds are piling into the stock as a temporary bunker. When everyone runs into the same room at the same time, the room gets incredibly expensive.  Microsoft's "independent market" run isn't because of a sudden spike in earnings.  It is because it is used as a corporate blanket. Microsoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship. Right now Microsoft's Forward P/E ratio sits around 25.5x.  This means that investors are paying a premium compared to the aver