To The Moon

I’m convinced Singapore’s market revival could be more than a short-term rally. $Straits Times Index(STI.SI)$ record highs, stronger trading volumes, SGX’s strong FY26 results and the 50-company IPO pipeline all point to improving momentum. I’m encouraged by the growing exposure to technology, healthcare & digital infrastructure. That said, I’m not ready to call it a full turnaround. IPO performance remains the biggest test, while SGX still trails Hong Kong significantly in liquidity. If upcoming listings can hold their IPO prices & attract institutional participation, the cycle of liquidity, research coverage and investor confidence could strengthen further. For now, I’m cautiously bullish. Policy support, potential rate cuts, stronger

Why I Waited for NVDA to Fall Before Selling Cash-Secured Puts 🐶📉 One of the biggest lessons I have learned from selling cash-secured puts is that patience is part of the strategy. Many traders feel they must enter a trade immediately when they see a stock moving, but I prefer to wait for a price level that gives me a better risk-reward setup. Recently, I was watching NVIDIA (NVDA) closely as it traded near $222, but I decided not to sell puts there. Instead, I waited until NVDA pulled back to around $217 before I started selling puts. That small difference in stock price changed the option premium, the margin of safety, and my comfort level significantly. ⸻ Waiting for a Better Entry 🕰️📊 When NVDA was around $222, the stock had already rallied strongly. Selling puts at that level would ha

I see $NVIDIA(NVDA)$ Nvidia’s $500B AI financing plan as a smart move, but not without risks. By bringing in major financial institutions and third-party capital, Jensen Huang is tackling AI’s biggest bottleneck: upfront infrastructure costs. If demand stays strong, this could accelerate GPU adoption and further strengthen Nvidia’s ecosystem. But the circular-financing risk is real. Capital flows to AI operators, which then buy Nvidia GPUs, amplifying both growth and risk. The key question is whether data centers can generate enough cash flow to justify the investment. If utilization disappoints or cheaper chips gain traction, the model could become a vulnerability. For me, it’s more genius than gamble—for now. I’m bullish on AI infrastructure, b

🌟🌟🌟Following a jaw dropping, triple digit revenue explosion from $Lumentum(LITE)$ , all eyes turned to its twin engine $COHERENT(COHR)$ to see if the light speed thesis was an industry wide supercycle or just one company fluke. The Verdict has landed & Coherent delivered an absolute blowout of its own: Q4 revenue surged an impressive 34% year over year to USD 2.05 billion, comfortably clearing the USD 1.98 billion expectation. Non GAAP EPS jumped to USD 1.74, beating Wall Street's USD 1.62 target. For next quarter Coherent forecasted revenue of USD 2.2 billion to USD 2.4 billion vs a USD 2.13 billion consensus.  EPS is USD 1.95. The demand for 800G & next generation 1.6T transceivers isn't

On Wednesday, INTC powered it's way through, rising by +3.32% ending the day above the $100 mark. Looks like the anxiety over its stock sale did not impact the company. Regardless, I still would like to see 1 or 2 more major deals especially with its Foundry biz before going in further... With the Hormuz Straits still in checkmate status, big ticket purchase can afford to wait for a wee bit longer, I feel. What do you think?

I think scarce power plus contracted capacity ultimately holds the strongest pricing power. Nebius shows that machine hours can command extraordinary prices when GPU capacity is tight. Management even says it could sell all its 2027 capacity at current terms, while Q2 revenue surged 454%. But compute pricing is vulnerable as GPUs improve and competitors add capacity. CoreWeave’s $104bn backlog offers better visibility, but it still carries enormous capex, financing and customer-concentration risk. Riot is the interesting third model. A 20-year, 191 MW contract worth about $9.1bn locks monetisation to something AI cannot easily manufacture: power-connected data-centre capacity. My ranking: power/capacity > contracted compute > spot machine hours for durable pricing power. GPUs depreci

I lean genius move, but with a dangerous feedback loop. Nvidia’s $500B plan uses third-party capital to accelerate AI infrastructure spending, effectively helping customers finance the ecosystem that buys its chips. That can extend Nvidia’s growth runway without putting the entire burden on its own balance sheet. The risk is circularity: financing enables more GPU purchases, those purchases strengthen Nvidia’s growth numbers, and strong growth attracts even more financing. If AI utilisation and customer cash flows eventually justify the investment, it is brilliant ecosystem building. If infrastructure expands faster than real AI demand, falling utilisation and rapidly depreciating GPUs could expose overcapacity. My verdict: genius while end-demand keeps catching up; dangerous if financing

$Sheng Siong(OV8.SI)$  $3.8 Target Price.  Most investors spend too much time thinking about when to buy and when to sell. But what if selling was not an option? Suppose the Singapore market closed tomorrow and stayed shut for the next 10 years. Which businesses would you still be happy to own? Warren Buffett once said investors should buy businesses they are happy to own for years, not days. The one Singapore that pass the test is as follows: Sheng Siong (SGX: OV8) – The Defensive Consumer Business Why I'd Hold It for 10 Years There are retailers who do not have to reinvent themselves to continue growing. In hard times, people are more careful about their expenses, and that is what distinguishes Sheng Siong f

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