To The Moon

$SATS(S58.SI)$  especially with oil prices coming down!

$CapLand IntCom T(C38U.SI)$  on the retail sector 

I see the Monday style sell off as both a correction and reaction to refreshed fears of the us-Iran war continuation. To be fair, the rapid rise of AI stocks and memory stocks this year has left many wondering how long and how much can this bull run continue. It is not surprising that every now and then many would take profit first. It is first necessary to survive first before profits can be made. It is always good not to be too greedy. Where the AI stocks are concerned, I don’t think it has reached the bubble stage but it is mostly driven by an imbalance of supply and demand and some of the potential has not been realised yet. It is important to reassess in 1-2 years whether the potential still exist. If not, the possibility of a bubble is real. I think we might be near the top of the bu

Definitely not buying on day 1. There is too much hype and euphoria for safe investment. Even swing trading is risky as many might have already taken profit. Once the emotions die down, I think many will realise that SpaceX hasn’t delivered anything that it has promised. There isn’t even a prototype yet the cash burn is at crazy amounts. How long and how much can SpaceX burn? Reality check will eventually come in the next 1-2 years. I think it will go back to more accurately reflect what the company is worth or more like what spacelink is worth. It will be less than $80 and possibly be only around $60-70, depending also if there is panic selling or selling by disillusioned retail investors who decide that the opportunity cost of putting their money with SpaceX can be better offset by buy

I am bearish on SpaceX’s current valuations. It is quite an insane bet that any company that compound revenue at almost 50% annually for the next 10 years. That is asking for 10 years of consistent outsized performance. In the longer term, I do believe that SpaceX might be able to pull off its space data centre but it is still speculative at this point in time as nothing has been demonstrated yet, not even a prototype is available. Sending rockets and satellites are not quite the same as the picture painted by Elon. I think this is the most expensive leap of faith that the Wall Street has taken and most are forced to take it as the various index fund managers buy it. This feels like FOMO where many buy the latest hype of town. I think the next one year will give clarity. There is no ne

Managed to get the goal! @HelenJanet @LuckyPiggie @Success88 @Kaixiang @SR050321 @DiAngel @Fenger1188 @Wayneqq @SPOT_ON @Universe宇宙 come join 

$UnitedHealth(UNH)$ bullish as funds rotate into a resilient sector 

I think bitcoin’s new low merely reflects the movement of funds to other areas like AI, aerospace and resilience areas such as healthcare. There is no reason to put money in bitcoin and other cryptocurrencies when in the near term there are clear stocks that can almost guarantee good returns for the next 1-2 years. With the US market being resilient, I think market fears rate hikes which would impact tech and AI stocks. Market has pulled back slightly on Friday in a knee jerk reaction. Market taking a breather now is also expected as the rise this year has already cause many of the indices to hit 52 week highs. I think the market has mostly priced in the oil prices and potential of inflation being sticky but market always reacts to the potential for rate hikes. As long as there is no s

Definitely won’t get on board next week. The cash burn is scary. The storyline is great but sounds close to fantasy. Humans on mars? Scientists have not even found water that is essential for life and only selected fit astronauts go there. I think it will take a good number of years before even humans can go there for a tour and this will be limited to the few rich ones- how to rapidly turn profitable? How to support a lunar factory unless it is not manned by any humans or water is transported to mars too which is costly. AI data centres in orbit sounds maybe like a more feasible short term goal. Otherwise this stock sounds like for anyone who is willing to pay a part of Elon’s dream which can be very speculative. I prefer to await for better clarity on its prospects and potential for real

$Vanguard Total Stock Market ETF(VTI)$  a less volatile option