To The Moon

🌟🌟🌟The selling pressure on the Singapore Exchange has intensified for a second consecutive day, turning what started as a single broker downgrade into a broader macro rout.  Following Wednesday's initial hit, $DBS(D05.SI)$  $OCBC Bank(O39.SI)$  and $UOB(U11.SI)$  extended their declines on Thursday, dragging the benchmark Straits Times Index (STI) down by more than 2.5%. The new catalyst shifting this from corporate profit taking to sector wide panic is a fresh warning from JP Morgan.  Analysts warned that surging global long bond yields whi

🌟🌟🌟On Wednesday, the Singapore market suffered a bruising wake up call.  Driven by a brutal Citigroup downgrade on $OCBC Bank(O39.SI)$  , an institutional selloff wiped billions in value off Singapore's banking trio, shaking weak hands out of the market and leaving retail portfolios bleeding. Yet amidst this selloff, the spotlight has swung dramatically onto a legendary enterprise that refuses to be ignored: $Great Eastern(G07.SI)$ . For investors looking beyond the daily panic, Great Eastern isn't just a defensive shelter.  It is company of immense value, backed by over a century of history, massive earnings power and a corporate drama that could ex

🌟🌟🌟AI has not killed SaaS, at least not yet.  What we are witnessing isn't an extinction event. It is a brutal but beautiful evolution. In the future, we will not look at the number of seats but at the Agent and result based charging. The paradigm shift that will redefine the next decade of software is the total collapse of the per seat pricing. In an era where an AI agent can autonomously resolve 80% of those incoming tickets in seconds, charging per human head is an obsolete business model . We are moving into a high stakes economy built on outcomes, results and digital labour. The clear winner in the shift toward agent & result based pricing is $ServiceNow(NOW)$ .  Why? ServiceNow owns the digital workflow backbone for Fortune 50

🌟🌟🌟The sudden selloff across the local banking trio $OCBC Bank(O39.SI)$  $DBS(D05.SI)$  and $UOB(U11.SI)$  was sparked by a highly influential research note published on Tuesday morning: The Citi Downgrade: Citigroup downgraded OCBC from Neutral to Sell, slashing its price target to SGD 27.50.  This target implies that the stock was heavily overextended relative to its historical fundamentals. Waning Growth Optimism: Analysts noted that OCBC's upcoming Q3 2026 earnings are expected to be flat year on year.  Furthermore, its Common Equity Tie

🌟🌟🌟The barrier to entry for $Venture(V03.SI)$  Singapore's premier technology hardware company has finally been broken.  Thanks to the SGX slashing its minimum board lot size from 100 shares down to just 10 shares, everyday investors are no longer priced out of this elite counter. According to a fresh report from Bloomberg, the SGX has been buzzing with unprecedented activity since Monday 5 October 2026 as the 10 shares lot rule quickly becomes incredibly popular.  It gives investors the ultimate flexible pass to co-own Venture Corporation, one of the most vital technology giants in South East Asia. The Venture Story: Genesis of a Singapore Tech Giant To truly appreciate the foundation of what you ar

🌟🌟🌟My primary strategy aligns with the core philosophy behind Deutsche Bank 's upgrade of $Netflix(NFLX)$ to a Buy.  It exposes the profound difference between short term volatility & the unstoppable long term operational dominance of Netflix. Netflix suffered a brutal selloff, dropping its forward multiples from a dizzying 40x down to a modest 18 times 2027 earnings estimates. This is an incredibly rare value opportunity for Netflix.  Deutsche Bank highlights that Netflix is uniquely positioned to use AI. This could result in optimising its high margin advertising engine. As the famous John Templeton likes to say : "The time of maximum pessimism is the best time to buy". @WallStr

🌟🌟🌟It is time to put on my thinking cap and test my knowledge on ETFs.  At its core, ETFs are a great way to build a diversified portfolio instantly without having to buy dozens of individual stocks manually. I love investing in ETFs and they form an integral part of my portfolio.  Thanks @TigerEvents for this exciting quiz. My answers are as follows: 1A, 2B, 3C, 4B, 5A, 6B, 7B, 8B, 9C and 10B.

🌟🌟🌟This is an excellent quiz to test my knowledge on ETFs.  My answers are: 1A, 2B, 3C, 4B, 5A, 6B, 7B, 8B, 9C, 10B

🌟🌟🌟In a massive win for every day retail investors, the SGX has officially slashed its minimum board lot size from 100 shares to just 10 shares for 11 of its most premium, high priced blue chip counters.  By shrinking the lot size to 10 shares, SGX has effectively democratised wealth building.  Investors with modest budgets can now buy a bite sized piece of Singapore's multi billion dollar economic pillars.  No company exemplifies this newly unlocked opportunity better than Jardine Matheson Holdings $JMH USD(J36.SI)$ .  It is the legendary crown jewel of Asian conglomerates. Spotlight on Jardine Matheson: A Scottish Empire Founded in 1832 in Guangzhou China  For nearly 2 centuries, the inner workings of Jardin

🌟🌟🌟When a chip supplier like $Broadcom(AVGO)$ stops acting like a vendor & starts acting like a bank, the rules of reality break down.  By assembling billions to fund Anthropic's TPU leases, Broadcom isn't just capturing demand.  It is manufacturing in a closed loop system. The big question is if AI demand was naturally generating enough cash flow right now, AI labs would not require vendors to underwrite their balance sheet. My answer is 4:  The key is not funding but how much money Anthropic can make. It is important for Anthropic to translate this   closed loop financing into profitability.  In other words, show me the money, otherwise the entire foundation may buckle.