Netflix – Panic or Opportunity? 🎬📉 Netflix just slid again and is hovering around the mid-$70s. Everyone’s asking the same thing: 👉 Wait for $60? 👉 Or is this where smart money quietly loads? Here’s the take many are missing 👇 ⸻ 😨 Why the market is scared There’s drama around the potential transaction with Warner Bros. Discovery. Add activist pressure from Ancora Capital and suddenly traders see uncertainty, headlines, delays. Short term = institutions hate not knowing. So they sell first. Ask questions later. ⸻ 🧠 But step back from the noise… This is still the king of global streaming 👑 ✔ Massive subscriber base ✔ Expanding advertising engine ✔ Proven ability to raise prices ✔ Content machine competitors struggle to match ✔ Consistent profitability (rare in media) Nothing about today’s re

AI Fear Crushes Property Stocks 🏢🤖 — Opportunity Hiding in Plain Sight? CBRE and JLL just got hammered — down more than 12% in a session. Why? Because the market suddenly believes AI can: ✂️ automate valuations ✂️ summarize leases ✂️ compress due diligence timelines ✂️ reduce the need for armies of analysts And if fewer white-collar workers are needed… ➡️ less office demand ➡️ lower transactions ➡️ weaker commissions Simple narrative. Sounds scary. Very tradable headline. But is it actually right? Let’s slow it down 🧵👇 ⸻ 🧠 The leap investors are making AI improves productivity → fewer people → less space → property values fall → brokers suffer. Clean. Logical. Also possibly too linear. History rarely moves in straight lines. ⸻ 🏢 Real estate deals are not spreadsheets Buying or leasing majo

$Apple(AAPL)$   Apple Tumbles 🍎📉 — Breakdown or Classic Overreaction? Apple just suffered a sharp selloff after: ⏳ reports its AI-powered Siri upgrade may be delayed 📨 a letter from the Federal Trade Commission to Tim Cook about Apple News practices Billions wiped in hours. So the real question: 👉 start of a deeper slide? 👉 or another panic that long-term buyers love? Let’s break both sides down 👇 ⸻ 📉 The Bear Argument (why pain could continue) Apple trades at a premium because investors expect near-perfect execution. Now cracks appear: • AI timing uncertainty • louder regulatory attention • mega-caps crowded in portfolios When expectations are high, even small doubts can hit hard. Funds reduce risk first. They don’t wait for clarity. I

Google Turns AI Answers Into Checkouts 🤖🛒 — Advertising Just Leveled Up Google is embedding shopping directly inside AI results across Search and Gemini. Users ask. AI answers. Products appear. You buy — without leaving. If executed well, this could be one of the most important monetization upgrades in years. Here’s why 👇 ⸻ 🧠 From “search engine” → to “decision engine” Traditional ads depend on keywords. AI understands intent. That difference is enormous. Instead of: “running shoes” AI can interpret: best shoes for flat feet, marathon training, under $150, available this week. That’s not traffic. That’s a buyer. ⸻ 💰 Why advertisers pay up for this Conversion probability rises. When friction drops and recommendations feel personalized, marketing budgets shift toward whoever closes the sale.

🚀🔥 SG IPO Reform Momentum: When the Bar Gets Lower, Will YOU Step In? Singapore’s IPO market hasn’t just woken up — it’s roaring back to life, and MAS might be about to pour jet fuel on the engine. If you’ve been watching from the sidelines, this might be the moment where “SG IPOs very sian” becomes “Eh… maybe can buy already?” 👀 ⸻ 📈 From Sleepy to Leading SEA: What Just Happened? As of 14 November, Singapore sits #1 in Southeast Asia with 9 IPOs raising USD 1.6B. To put that into perspective: • Last year: 4 IPOs, USD 34M (yes… million 😅) • This year: 9 IPOs, USD 1.6B • That’s 2× deals and an insane 47× surge in capital raised This isn’t a rebound — this is an IPO resurrection. Question is: Can Singapore sustain this pace… or will reforms decide the next chapter? ⸻ 🏛️ MAS Is Preparing a “L

📊 13F Drop: Buffett’s Final Signal Before the Hand-Off? The latest 13F from Berkshire Hathaway isn’t just another filing — it may be the clearest message yet about how Warren Buffett wants the portfolio positioned heading into the next era. Portfolio value: $274B Top 10 holdings: 88% concentration Classic Buffett. But the nuance is where it gets interesting. ⸻ 🍏 Apple Trimmed Again — Not a Reversal, But a Rebalance Apple was reduced for the third consecutive quarter. Important distinction: This is trimming, not exiting. Apple remains Berkshire’s largest holding. But three straight reductions suggest: • Position sizing discipline after massive outperformance • Reduced single-stock concentration risk • Recognition that multiple expansion has likely peaked Buffett doesn’t sell great businesse

🚀 Is SpaceX the Next Tesla? Space Stocks, Speculation, and What the Rally Is Really Pricing In 🧠📈 Reports that SpaceX is accelerating plans for a 2026 IPO, potentially targeting a valuation north of $1.5 trillion, reignited one of the most powerful narratives of 2025: space as the next frontier trade. The market reaction was immediate: • DXYZ +10% • EchoStar +6% • Listed space names up 100%+ YTD But before calling SpaceX the “next Tesla of 2019,” it’s worth separating technological dominance, capital intensity, and public-market reality. ⸻ 🔍 Why SpaceX Is Fundamentally Different SpaceX isn’t just another aerospace company — it’s a vertical monopoly in the making. What makes SpaceX unique • 🚀 Launch dominance: Reusable rockets with unmatched cadence • 🛰️ Starlink: Recurring revenue + global

🚀 AI CNY Arms Race: The Moat Is Getting Deeper, Not Thinner Lunar New Year used to be blockbuster season for movies. Now it’s blockbuster season for AI models. In China, DeepSeek, ByteDance (Doubao), Alibaba, and Knowledge Atlas accelerated releases, with Seedance 2.0 pitched as a breakout contender. Overseas, the cadence is just as relentless: • OpenAI — GPT-5.3 • Anthropic — Claude Sonnet 4.7 • xAI — Grok 5 • Google — Gemini 3.5 • Meta — Avocado Capital intensity is rising. Iteration cycles are compressing. Benchmarks are leapfrogged within months. It feels chaotic. But here’s the deeper question: Does faster iteration weaken moats — or actually make them stronger? ⸻ 🔒 My Take: Speed Reinforces Incumbents 1️⃣ Compute Is Becoming the Toll Booth Frontier AI is no longer just about talent —

🚀 JPMorgan’s Bold Upgrade: STI to 6,000 — What This Means for Singapore Investors JPMorgan just issued one of its most bullish calls on Singapore’s financial markets this decade — upgrading DBS, OCBC, UOB and Singapore Exchange (SGX), while lifting its Straits Times Index (STI) target to 6,000 (previously 5,000). This signals a major shift in institutional sentiment. 📈🔥 Let’s unpack the real drivers behind the upgrade — and what it could mean for your year-end portfolio decisions. ⸻ 🔍 1. Why JPMorgan Turned Ultra Bullish 💵 Higher-for-Longer Rates Remain a Tailwind Even as global central banks begin cutting, Asia’s pace remains slower — supporting: • 📊 Net interest margins • 💼 Fee income recovery • 🏦 Strong deposit franchise advantages Singapore banks benefit more than regional peers due to

$CORE LITHIUM LTD(CXO.AU)$   🌋 1. Why Lithium Is Suddenly Booming Again ① EV demand stabilising — finally After two years of “EV slowdown” headlines, real demand numbers from China and the U.S. turned out… not bad at all. EV penetration didn’t collapse; it plateaued, then resumed growth at a healthier pace. 🚗⚡ Consumers are still buying — just more realistically. ② Supply cuts from Australian miners Core Lithium, Pilbara, and others started cutting production and delaying expansions. Supply discipline = higher floor for carbonate prices. ③ China restocking cycle Chinese cathode producers had extremely low inventory after the price crash. When restocking started, futures spiked like wildfire. 🔥 Futures move FIRST, then spot follows. ④