To The Moon

I just tried out the new Portfolio Sharing Card — honestly, this is a really cool feature. The refreshed design looks much cleaner, and the P&L display is way easier to read at a glance. It actually feels more “premium” when sharing now, not just a basic screenshot. I also unlocked the elite design, and I have to say… nice touch. It gives a bit of personality and identity to the portfolio, which makes sharing more fun instead of just numbers. Small detail, but it definitely adds that extra motivation when posting updates. Keen to see what everyone else got — drop your designs 👀 I’m also curious if we’ll get more custom avatar styles or themes in the future, that would take this to another level. $Tiger Brokers(TIGR)$

Today, my stock in focus is $Tencent Music(TME)$ , and I see it transitioning from user growth to monetization. Despite a maturing market, it delivered strong revenue and profit growth, showing resilience and a shift toward higher-quality earnings rather than pure scale expansion. What stands out to me is the drop in MAUs but rise in paying users and ARPPU. This tells me TME is now optimizing value per user. The “super membership” strategy is key—driving higher spending through better content and premium experiences, not just price hikes. At the same time, non-subscription revenue like live events is growing fast, adding a second growth engine. While user growth may face pressure from short video platforms, I see TME evolving into a more profitab

I’m leaning toward "B" with a touch of C. What $NVIDIA(NVDA)$ showed at GTC 2026 is strong, but the sideways stock tells me the market now wants proof of monetization, not just vision. Jensen is pushing the long-term story, while investors are focused on near-term execution. The bigger concern is demand quality. When $Meta Platforms, Inc.(META)$ and $Alphabet(GOOGL)$ keep spending but shift toward efficiency, it suggests CapEx growth may be peaking. For NVIDIA as a second-derivative play, that matters more than absolute spending, especially with pressure from $Advanced Micro Devices(AMD)$ and

If I had to go all-in today, I’d lean toward SK Hynix via CSOP SK Hynix Daily (2x) Leveraged Product. AI demand is now structural, and while NVIDIA $NVIDIA(NVDA)$ leads headlines, HBM is the real bottleneck. SK Hynix sits at the center of that supply chain—this is the classic “sell shovels in a gold rush” with multi-year demand visibility. That said, SpaceX (via Destiny Tech100 Inc) $Destiny Tech100 Inc(DXYZ)$ is incredibly compelling. Starlink is already a strong cash engine, and its dominance in launch + connectivity is hard to replicate. But for me, the risk is valuation—by IPO, much of the upside could already be priced in. So my approach is simple: allocate to AI infrastructure now, keep optiona

I’m leaning slightly bullish on Bitcoin $FUT:CME Bitcoin - main 2601(BTCmain)$ , but staying cautious. The rejection near $75K tells me this isn’t a clean breakout yet, but flows into iShares Bitcoin Trust suggest real institutional accumulation. Compared to 2022, this feels more like a base-building phase than a fragile rally. That said, part of this move could still be gamma-driven. With players like Strategy $MicroStrategy(MSTR)$ accumulating and Coinbase $Coinbase Global, Inc.(COIN)$ moving in sync, positioning looks crowded. If BTC fails to hold ~$74K, a quick pullback is very possible. I’m not chasing here—I’d rather buy dips. If BTC holds the lo

Jensen Huang’s Vera Rubin keynote really impressed me — “Inference is the Future” makes me bullish on $NVIDIA(NVDA)$ . NVDA’s 2% pre-market gain feels like just the start. His quote on AI demand is opinion, but the 50% revenue growth is solid fact, which makes me consider scaling my position carefully. Jerome Powell’s FOMC adds suspense. Will he address stagflation or stay cautious like 2021? Either way, I’m hedging a bit, especially with energy plays like Occidental Petroleum $Occidental(OXY)$ , echoing Buffett’s energy + cash positioning. It feels like the right balance in today’s uncertain environment. Ray Dalio’s debt crisis warning reminds me why I keep some gold and TIPS. Musk’s SpaceX and Tesla <

Right now, I’m leaning toward Financials, mainly because of how well SGX $SGX(S68.SI)$ benefits from volatility. Whether the Straits Times Index rises or falls, derivatives volume spikes and SGX collects fees, making it a clean defensive play as global capital rotates into Asia. My top Singapore pick is Sembcorp Industries $Sembcorp Ind(U96.SI)$ . It combines structural growth with stability—power is essential for AI and digital infrastructure, and Sembcorp’s long-term renewable contracts provide predictable cash flow while still allowing upside. Overall, I focus on cash-flow strong names rather than hype. Stocks like Wilmar International $Wilmar Intl(F34.

My stock in focus today is $Meta Platforms, Inc.(META)$ , as reports of a potential 20% workforce reduction are lifting sentiment. Despite no confirmation yet, the market is reacting positively after recent weakness tied to AI spending concerns. This suggests investors are becoming more confident that AI investments can translate into real operating leverage. This move signals more than cost-cutting—it points to a shift toward an AI-first model. Lower headcount with heavy AI investment could boost efficiency, margins & earnings over the next few years. It also reinforces the idea that AI is beginning to replace incremental human productivity at scale. More broadly, this may mark a turning point for Big Tech. Meta’s restructuring suggests a f

$Palantir Technologies Inc.(PLTR)$ Palantir's recent pullback has created what I see as a strategic Dollar-Cost Averaging (DCA) opportunity rather than a reason to panic. The long-term thesis around Palantir Technologies Inc. remains intact, especially as enterprises and governments accelerate their adoption of artificial intelligence platforms. Palantir's AIP (Artificial Intelligence Platform) is increasingly embedded in real operational workflows, from defense logistics to corporate decision-making. When a company is still expanding its real-world AI deployment, short-term price volatility often reflects market sentiment rather than fundamental deterioration. Another key reason to accumulate during dips is Palantir's unique positioning in t

Heading into earnings, Micron Technology $Micron Technology(MU)$ is one of the stocks I’m watching closely. The narrative around memory is shifting from a traditional commodity cycle to core AI infrastructure. With demand driven by hyperscalers and systems powered by Nvidia $NVIDIA(NVDA)$ , the key question is whether this could become a longer AI-driven cycle. For me, the most important factor will be Micron’s position in the HBM supply chain. If the company confirms solid progress on HBM4 tied to Nvidia’s next-generation platforms, it would strengthen the case that memory pricing power may last longer than past cycles. If I had to pick, I’d lean toward B: Steady Climb (3–10% gain). The AI memory story