To The Moon

NVIDIA's rebound to 185 is not just a bounce. It is a stress test of market conviction after weeks of AI volatility. The CFOs denial of an AI bubble aligns with the data. AI chip supply is still absorbed by new data center construction rather than replacement cycles. This means the demand curve is still expanding, not plateauing. Here is the key metric to watch: global data center capex is projected to reach 3 to 4 trillion by 2030. If this trajectory holds, NVIDIA remains the primary beneficiary across GPUs, networking, and accelerated computing. Valuations look rich on the surface, but the growth runway has not peaked. Short term, 185 to 190 is a resistance zone tied to ETF outflows and rotation into small caps. Medium term, if earnings revisions stay positive, NVIDIA can reclaim 200 wit

MSTR popping back above 180 looks impressive, but the real story is in the math. The company now trades at a market cap smaller than the value of the BTC it holds, which implies a clear discount. That alone makes MSTR interesting for medium-term swing traders. But the short-term picture still depends entirely on BTC. If Bitcoin holds above 90K, MSTR can reclaim 200 easily. If BTC slips toward the mid 80s, MSTR could sink back toward 160. What I am watching now: the crypto beta stocks. RZLV and ORBS tend to amplify crypto strength, while COIN and MARA confirm overall sentiment. If all four show sustained bid pressure, MSTR becomes a safer bet. If they turn red first, MSTR usually follows. My view: Undervalued on paper, but direction will be decided by BTC. Good for tactical trades. Not for

The second trading day of December opened strong, but the real question is whether the rally can sustain itself or if this is just a classic early-month bounce before volatility returns. The setup for December is still supportive. Real yields have softened, liquidity has improved, and fund managers who underperformed in 2025 are chasing returns into year end. Seasonality favours strength when November ends weak, and the market has followed that script so far. For me, I am watching two themes very closely: 1. High beta tech If Nasdaq holds above 23000, a melt-up is still possible. Mega caps like MSFT and GOOGL continue to pull the index higher. Their strength decides if December closes green. 2. High conviction small caps Names like RZLV, RGTI, and CRCL still have asymmetric upside due to c

Morgan Stanley paints a clean macro runway for 2026 with supportive policy, strong earnings and resilient growth. But markets rarely follow the script. The biggest risk is the assumption that all risk assets will rise together. The next cycle will reward precision, not passive optimism. 1. The Prediction Most Likely to Fail: A Smooth Macro and Even Rally Across Risk Assets The idea that everything will move up in harmony is the weakest point. Bond markets are already signalling stress, supply chains look vulnerable, and geopolitical catalysts can flip risk sentiment quickly. Tech valuations sit at premium levels, and any slowdown in cloud spending or AI hardware demand will hit megacaps first. The soft landing story can wobble if inflation stays sticky or if the Federal Reserve pivots too

BTC snapping back above 90K in one week feels powerful, but the structure behind this rally is still mixed. ETF inflows have not returned, and price is rising without strong institutional support. Historically, this pattern creates a fragile advance that can snap quickly when liquidity dries up. The key zone is still 88K to 90K. Hold above it and the market can push toward 95K and possibly 100K before year end. Lose it, and a fast 10 to 15 percent washout is likely, because leveraged long positions remain elevated. How this affects the stocks I am tracking 1) RZLV (AI and data infrastructure) RZLV benefits from high risk appetite. When BTC stabilises above major levels, liquidity often rotates into smaller tech names. If crypto stays firm, RZLV can reclaim momentum, especially with the com

Alibaba rolling out its Quark AI glasses at 268 USD and 529 USD is a clear signal that China wants its own consumer AI wave. This price point massively undercuts Meta and shows that Alibaba is playing the volume game rather than the luxury game. The bigger question is whether this is the start of a full AI ecosystem or just another hardware experiment. Investors will watch three things closely: 1. Adoption curve If Chinese consumers pick up affordable AI glasses faster than the US market did, Alibaba could own the first large consumer AI hardware base outside the West. 2. Link to cloud and model inference Cheap hardware only matters if it anchors users to Alibaba Cloud and Tongyi Qianwen AI services. If Alibaba can tie hardware to recurring cloud revenue, the stock gains real support. 3. V

$Tiger Brokers(TIGR)$   November broke its old reputation, closing red despite a strong year to date. But the data behind this pattern is far more interesting. In every year where the S and P 500 gained at least 10 percent from Jan to Oct and November turned negative, December delivered positive returns across the board. Average December gain: 4 percent. Average drawdown: 1.7 percent. Zero negative outcomes. The logic is simple. A negative November often resets positioning. Funds de risk, short term traders close books, and liquidity thins. Once December starts, pension flows, buybacks, and year end window dressing push markets upward. This structural tailwind has been consistent for decades. So what does this mean for the stocks we watch? CR

Bitcoin snapping back above 90K in one week shows that the bull cycle is not dead yet. At the same time, the latest ETF outflows remind us that this move is not fully backed by fresh institutional money. Price is strong, but the foundation is not perfect. That is exactly the type of environment that creates opportunity for traders. Scenario 1 BTC holds 88K to 90K and pushes toward 100K In this case the market treats the recent pullback as a shakeout. Likely winners: High beta miners such as RIOT, MARA, CLSK, HUT Leverage plays such as MSTR Exchanges such as COIN which benefit from volume and interest Smaller names such as ORBS that ride the broader crypto wave Here I would expect miners to move two to four times BTC percentage moves, and COIN to grind higher as long as volatility stays ele

This market is trying very hard to look confident, but everyone can feel that the ground is still soft. November was rough, volatility spiked, and the Fed had to step in again. Yet here we are, green candles showing up right before Thanksgiving week. The big question is whether this bounce has real strength or if it is another holiday trap. If the major indexes hold their levels, we may see a short burst of risk appetite that spills into smaller names. That is where things get interesting for traders who watch counters like CRCL, RZLV, RGTI, NOK, BYND, and ORBS. CRCL could benefit if AI sentiment improves again since speculative tech often reacts to macro tone first. RZLV is still a low float mover, so any rotation into small caps may give it a pop. RGTI tends to shadow momentum in the bro

For many Singaporeans, Plan B used to sound like a fantasy — rent out your HDB or condo, move to a lower-cost country, and enjoy a middle-class lifestyle on passive income. But with rents still strong and REIT yields stabilising, this question is no longer theoretical. It's becoming a serious consideration. 🏠 1. Can One Singapore Property Fund an Overseas Life? In some places, yes, if you plan smartly. A typical 2- or 3-bedder rental today can bring in $2,500–$4,000+ monthly depending on location. In countries like Malaysia, Thailand, Vietnam, Portugal, or parts of Taiwan, that income alone can fund: Rent Food Transport Insurance A comfortable lifestyle with savings The key is picking a country where your SGD income stretches, instead of fighting inflation here. 📈 2. What About REITs as a