To The Moon

News and my thoughts from the past week (01Dec25) CME just halted ALL futures trading because of a cooling failure at their data centre. Read that again… the entire derivatives market froze because a server room got too hot. This is the same market that moves trillions, sets global prices, and hedges entire economies. - X user Manpreet Kailon THE SNEAKER MARKET JUST COLLAPSED - AND NOBODY KNOWS WHY. A sneaker shop owner says the entire market “died overnight.” And the numbers are insane - X user HustleBitch 2026 Warning: Going back to 1926, the S&P 500 has seen an average drawdown of 18.2% in the 12 months before midterm elections. Going back 60 years, the smallest drawdown has been 7.4% while the largest was 41.8%. After the midterms, all is well, but before? - BarChart Retail investo

Earnings Calendar (01Dec25) I am monitoring the coming earnings from Asana, Salesforce, Kroger and CrowdStrike. Salesforce: Performance and Outlook Stock Performance and Analyst Sentiment Salesforce has experienced a notable decline in its stock price, falling 29.7% compared to a year ago. Technical analysis currently recommends a “strong sell”, while analyst sentiment remains positive with a “buy” recommendation. The analysts’ price target is set at $328.37, suggesting a potential upside of 42.43%. Revenue and Profit Growth The company’s revenue has grown substantially, starting at $6.6 billion in 2016 and reaching $37.8 billion in 2025. Over the past decade, Salesforce has maintained a robust median gross profit margin of 74.2% and a free cash flow (FCF) margin of 21%. Operating profit i

BREAKING: President Trump says he will keep the stock market at all time highs and calls the market "hot" with a "big boost for 401(k)s." The S&P 500 rises to levels just 1.3% away from a new record high. This can be an important ceiling for us to monitor.  $Vanguard S&P 500 ETF(VOO)$   $SPDR S&P 500 ETF Trust(SPY)$  

Market Outlook of S&P500 (24Nov25) Technical Indicators Overview MACD Trend Analysis The Moving Average Convergence Divergence (MACD) indicator is currently signalling a downtrend. This downward momentum suggests a potential weakening in the stock’s price movement and may indicate caution for traders monitoring short-term price action. Moving Averages The 50-day and 200-day moving averages are both trending upward, which is typically considered bullish for both short- and long-term perspectives. This uptrend points to a positive sentiment in the market. The most recent candlestick has closed below the 50-day moving average line. This increased volatility, a bearish signal for the short term. Exponential Moving Averages (EMA) On the daily chart, the three exponential moving averages (EM

Economic Calendar: Key Market Movers (week of 24Nov25) There are no public holidays this week for China, Hong Kong and Singapore. America celebrates Thanksgiving on 27 November 2025. Here is wishing all an awesome Thanksgiving. Retail Sales and Consumer Confidence Both core retail sales and overall retail sales figures are scheduled to be announced. These results are significant as they provide a direct measure of American consumer spending, a major driver of economic growth. Additionally, the Conference Board (CB) Consumer Confidence Index for November is forecast at 93.3, down from 94.6 in the previous month. This decrease reflects a decline in consumer optimism regarding the market outlook. Inflation Indicators: PPI and Core PCE The Producer Price Index (PPI) is set for release with a f

Running out of Hopeium? Let us consider hedging. A major hedge fund exec once told me: “A bull market is when the market moves up on bad news.” “A bear market is when the market moves down on good news.” $SPDR S&P 500 ETF Trust(SPY)$   $Cboe Volatility Index(VIX)$  

My Investing Muse (17Nov25) Layoffs, Bankruptcy & Closure news CITADEL EMPLOYEES HAVE BEEN QUITTING ALL WEEK. PEOPLE FAMILIAR WITH THE MATTER ARE REPORTING INSOLVENCY. - The PP Show Amazon lays off almost 700 NYC-based corporate employees - USA Today Paramount plans another 1,600 layoffs as David Ellison team digs in - LAT Entertainment Ford’s CEO Jim Farley just dropped a stat that should make every politician sweat: 5,000 open mechanic jobs. 6-figure salaries. 0 takers. - Mario Nawfal 655 US large companies have gone bankrupt year-to-date, the highest number in 15 years. This has already surpassed all previous full-year totals since 2011, except for 2024. Since 2022, bankruptcies have risen nearly +100%. This comes as 68 companies filed in October, 66 in September, and 76 in August,

Market Outlook of S&P500 (17Nov25) Technical Indicators Overview MACD Trend Analysis The Moving Average Convergence Divergence (MACD) indicator is currently signaling a downtrend. This downward momentum suggests a potential weakening in the stock’s price movement and may indicate caution for traders monitoring short-term price action. Moving Averages The 50-day and 200-day moving averages are both trending upward, which is typically considered bullish for both short- and long-term perspectives. This uptrend points to a positive sentiment in the market. However, it is noteworthy that the most recent weekly candlestick has closed precisely on the 50-day moving average line. If the subsequent candlesticks in the coming week fall below this key level, it could introduce increased volatilit

Economic Calendar: Key Market Movers (week of 17Nov25) This week, several major economic reports and indicators are set to be released, providing valuable insights for investors and market participants. The focus will primarily be on the Federal Reserve and key measures of manufacturing, real estate, and energy consumption. Federal Reserve Update The minutes from the Federal Open Market Committee (FOMC) meeting will be closely monitored. Market participants are looking to the Federal Reserve for any indications regarding upcoming decisions on interest rates. The content and tone of these minutes could have a significant impact on investors’ expectations. Manufacturing Sector Indicators The Philadelphia Fed Manufacturing Index will be released this week. This index is a critical gauge of ma

$DBS(D05.SI)$  @DBS  

$ARM Holdings(ARM)$ upcoming fiscal Q2 2026 earnings report is scheduled for Wednesday, November 5, 2025, after market close. ARM's valuation is driven by its pivotal role in the AI revolution and its continued dominance in the mobile/smartphone market. The focus of this report will be how effectively ARM is translating its technological advantages—particularly its high-performance, power-efficient chip architectures—into financial growth and increased market share, especially in newer, high-growth sectors like data centers and edge AI. Consensus Analyst Expectations Summary of ARM Holdings (ARM) Fiscal Q1 2026 Earnings ARM Holdings reported strong overall results for its fiscal Q1 2026, delivering over $1 billion in revenue for the second consecut

$S&P 500(.SPX)$ A Bullish October Recap: Markets Regain Their Rhythm October once again lived up to its moniker — “Uptober.” The month delivered a much-needed rebound for equity markets after a volatile and choppy third quarter. The Nasdaq Composite surged 4.7%, leading major indices higher, while the S&P 500 climbed 4.3% and the Dow Jones Industrial Average advanced 2.8%. Investors had been bracing for continued turbulence, but October proved to be a turning point. A combination of softer inflation readings, stable labor data, and stronger-than-expected corporate earnings gave markets room to breathe. After months of uncertainty over how long the Federal Reserve would maintain restrictive policy, traders began to price in the possibility

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This is a great time to look at $Uber(UBER)$ as its Fiscal Q3 2025 earnings report is coming up. The confirmed date for the release is Tuesday, November 4, 2025, before the market opens. I would think that it might be a good idea to look at Uber earnings as the current analyst consensus suggests continued strong revenue growth but a decline in year-over-year EPS. The focus remains on operational efficiency and segment performance. Uber Q3 2025 Earnings Analysis & Forecast Key Focus Areas for the Quarter Profitability and Margins: Investors are focused on the company's ability to maintain and expand margins, particularly in the Mobility segment, and demonstrate continued leverage in Delivery. Growth Momentum: The market will look for strong Gro

November 2025!! New start ! Let's rock ! ❤️

$NVIDIA(NVDA)$   U.S. President Donald Trump said on Sunday the United States doesn't give Nvidia's NVDA.O advanced AI chip, known as the Blackwell, "to other people," adding that he meets with Nvidia CEO Jensen Huang regularly. "The new Blackwell that just came out, it's 10 years ahead of every other chip," Trump told reporters, adding, "But no, we don't give that chip to other people." The comments, in response to reporters' questions aboard Air Force One, suggest the Trump administration may not be poised to freely allow shipments of the prized chip overseas.

Christmas Rally coming Mega stocks will outperform 

1. I think it can still climb, considering the US and China leaders made a deal, and everyone knows the market will take any excuse to interpret it as good news and continue its rise 2. Portfolio wise, I am doing fine: surprisingly I did not expect the US tech stocks to keep the pace, but I am in for the long term for other portions so everything is good 3. Gold, it is always shiny, whether times are bad or good. And Singapore, the sensibility in the country helps provide stable results 4. I will play it safe, because another dispute can happen tearing up whatever US and China agree upon, and some of the growth seems to be a little out of my expectations so things might just look to correct itself... downwards

$CHINA RAREEARTH(00769)$  $USA Rare Earth Inc.(USAR)$  Key Points Asia Rallies on Truce: Japan’s Nikkei hits a record as a Trump–Xi rare-earths truce lifts risk sentiment; Korea gains on Nvidia-led AI investments while China’s PMI at 49 underscores drag. Auto Chip Squeeze: Dutch takeover of Nexperia and China export blocks spark a legacy-chip shortage; Honda trims output and OEM “war rooms” race to avoid Q4 line stoppages. Rare Earths Pop: U.S.-listed rare-earths miners rise as Beijing delays new export controls for one year after the Trump–Xi meeting, easing near-term supply risk though prior curbs remain. China More Investible (Cautiously): Tariff relief and limited tech access temper geopoli

Stay claim and see any good deal drop and then invest

News and my thoughts from the past week (01Dec25) CME just halted ALL futures trading because of a cooling failure at their data centre. Read that again… the entire derivatives market froze because a server room got too hot. This is the same market that moves trillions, sets global prices, and hedges entire economies. - X user Manpreet Kailon THE SNEAKER MARKET JUST COLLAPSED - AND NOBODY KNOWS WHY. A sneaker shop owner says the entire market “died overnight.” And the numbers are insane - X user HustleBitch 2026 Warning: Going back to 1926, the S&P 500 has seen an average drawdown of 18.2% in the 12 months before midterm elections. Going back 60 years, the smallest drawdown has been 7.4% while the largest was 41.8%. After the midterms, all is well, but before? - BarChart Retail investo

Earnings Calendar (01Dec25) I am monitoring the coming earnings from Asana, Salesforce, Kroger and CrowdStrike. Salesforce: Performance and Outlook Stock Performance and Analyst Sentiment Salesforce has experienced a notable decline in its stock price, falling 29.7% compared to a year ago. Technical analysis currently recommends a “strong sell”, while analyst sentiment remains positive with a “buy” recommendation. The analysts’ price target is set at $328.37, suggesting a potential upside of 42.43%. Revenue and Profit Growth The company’s revenue has grown substantially, starting at $6.6 billion in 2016 and reaching $37.8 billion in 2025. Over the past decade, Salesforce has maintained a robust median gross profit margin of 74.2% and a free cash flow (FCF) margin of 21%. Operating profit i

BREAKING: President Trump says he will keep the stock market at all time highs and calls the market "hot" with a "big boost for 401(k)s." The S&P 500 rises to levels just 1.3% away from a new record high. This can be an important ceiling for us to monitor.  $Vanguard S&P 500 ETF(VOO)$   $SPDR S&P 500 ETF Trust(SPY)$  

My Investing Muse (17Nov25) Layoffs, Bankruptcy & Closure news CITADEL EMPLOYEES HAVE BEEN QUITTING ALL WEEK. PEOPLE FAMILIAR WITH THE MATTER ARE REPORTING INSOLVENCY. - The PP Show Amazon lays off almost 700 NYC-based corporate employees - USA Today Paramount plans another 1,600 layoffs as David Ellison team digs in - LAT Entertainment Ford’s CEO Jim Farley just dropped a stat that should make every politician sweat: 5,000 open mechanic jobs. 6-figure salaries. 0 takers. - Mario Nawfal 655 US large companies have gone bankrupt year-to-date, the highest number in 15 years. This has already surpassed all previous full-year totals since 2011, except for 2024. Since 2022, bankruptcies have risen nearly +100%. This comes as 68 companies filed in October, 66 in September, and 76 in August,

Market Outlook of S&P500 (24Nov25) Technical Indicators Overview MACD Trend Analysis The Moving Average Convergence Divergence (MACD) indicator is currently signalling a downtrend. This downward momentum suggests a potential weakening in the stock’s price movement and may indicate caution for traders monitoring short-term price action. Moving Averages The 50-day and 200-day moving averages are both trending upward, which is typically considered bullish for both short- and long-term perspectives. This uptrend points to a positive sentiment in the market. The most recent candlestick has closed below the 50-day moving average line. This increased volatility, a bearish signal for the short term. Exponential Moving Averages (EMA) On the daily chart, the three exponential moving averages (EM

Economic Calendar: Key Market Movers (week of 24Nov25) There are no public holidays this week for China, Hong Kong and Singapore. America celebrates Thanksgiving on 27 November 2025. Here is wishing all an awesome Thanksgiving. Retail Sales and Consumer Confidence Both core retail sales and overall retail sales figures are scheduled to be announced. These results are significant as they provide a direct measure of American consumer spending, a major driver of economic growth. Additionally, the Conference Board (CB) Consumer Confidence Index for November is forecast at 93.3, down from 94.6 in the previous month. This decrease reflects a decline in consumer optimism regarding the market outlook. Inflation Indicators: PPI and Core PCE The Producer Price Index (PPI) is set for release with a f

Market Outlook of S&P500 (17Nov25) Technical Indicators Overview MACD Trend Analysis The Moving Average Convergence Divergence (MACD) indicator is currently signaling a downtrend. This downward momentum suggests a potential weakening in the stock’s price movement and may indicate caution for traders monitoring short-term price action. Moving Averages The 50-day and 200-day moving averages are both trending upward, which is typically considered bullish for both short- and long-term perspectives. This uptrend points to a positive sentiment in the market. However, it is noteworthy that the most recent weekly candlestick has closed precisely on the 50-day moving average line. If the subsequent candlesticks in the coming week fall below this key level, it could introduce increased volatilit

$iShares Russell 2000 ETF(IWM)$ $E-mini Russell 2000 - main 2512(RTYmain)$ $SPDR S&P 500 ETF Trust(SPY)$ 🗓️🎃👻 November marks the return of disciplined capital. The so-called November Effect has long been when seasoned investors re-enter the market after Halloween, positioning ahead of the year’s strongest two-month stretch. Since 1950, the S&P 500 has averaged +6.3% across November and December, and when the index is already up more than 15% by October’s close, history shows it tends to finish even stronger; rising an additional +4.7% on average in 20 out of 21 years. Since 1950, the S&P 500 has most often bottomed within the first five trading day

Economic Calendar: Key Market Movers (week of 17Nov25) This week, several major economic reports and indicators are set to be released, providing valuable insights for investors and market participants. The focus will primarily be on the Federal Reserve and key measures of manufacturing, real estate, and energy consumption. Federal Reserve Update The minutes from the Federal Open Market Committee (FOMC) meeting will be closely monitored. Market participants are looking to the Federal Reserve for any indications regarding upcoming decisions on interest rates. The content and tone of these minutes could have a significant impact on investors’ expectations. Manufacturing Sector Indicators The Philadelphia Fed Manufacturing Index will be released this week. This index is a critical gauge of ma

$ARM Holdings(ARM)$ upcoming fiscal Q2 2026 earnings report is scheduled for Wednesday, November 5, 2025, after market close. ARM's valuation is driven by its pivotal role in the AI revolution and its continued dominance in the mobile/smartphone market. The focus of this report will be how effectively ARM is translating its technological advantages—particularly its high-performance, power-efficient chip architectures—into financial growth and increased market share, especially in newer, high-growth sectors like data centers and edge AI. Consensus Analyst Expectations Summary of ARM Holdings (ARM) Fiscal Q1 2026 Earnings ARM Holdings reported strong overall results for its fiscal Q1 2026, delivering over $1 billion in revenue for the second consecut

This is a great time to look at $Uber(UBER)$ as its Fiscal Q3 2025 earnings report is coming up. The confirmed date for the release is Tuesday, November 4, 2025, before the market opens. I would think that it might be a good idea to look at Uber earnings as the current analyst consensus suggests continued strong revenue growth but a decline in year-over-year EPS. The focus remains on operational efficiency and segment performance. Uber Q3 2025 Earnings Analysis & Forecast Key Focus Areas for the Quarter Profitability and Margins: Investors are focused on the company's ability to maintain and expand margins, particularly in the Mobility segment, and demonstrate continued leverage in Delivery. Growth Momentum: The market will look for strong Gro

🌟🌟🌟October closed with fireworks and I am still feeling the heat.  All 3 US Indexes surged and reached record highs.   November continues.  I call it NovemBoom when earnings explode and portfolios flow.  Loud, proud and unapologetically bullish.  2 Star Performers in my portfolio for October  Alphabet  $Alphabet(GOOGL)$  recently hit an all time high and crossed the USD 3 Trillion market cap milestone.  This was driven by blockbuster Q3 25 earnings and surging investor confidence in its AI leadership.  It became the 4th company in history to reach a USD 3 trillion market capitalisation. Blockbuster Q3 25 Earnings  Revenue : USD 102.3 billion, up 16% Yo

$S&P 500(.SPX)$ A Bullish October Recap: Markets Regain Their Rhythm October once again lived up to its moniker — “Uptober.” The month delivered a much-needed rebound for equity markets after a volatile and choppy third quarter. The Nasdaq Composite surged 4.7%, leading major indices higher, while the S&P 500 climbed 4.3% and the Dow Jones Industrial Average advanced 2.8%. Investors had been bracing for continued turbulence, but October proved to be a turning point. A combination of softer inflation readings, stable labor data, and stronger-than-expected corporate earnings gave markets room to breathe. After months of uncertainty over how long the Federal Reserve would maintain restrictive policy, traders began to price in the possibility

My Investing Muse (03Nov25) Layoffs, Bankruptcy & Closure news I’m afraid Amazon’s 30,000 job cuts are just the beginning. Leaked documents reveal the company’s robotics team plans to automate 75% of operations, potentially replacing 600,000 warehouse workers by 2033. Amazon is already drafting PR strategies to brace for the backlash. - Stock Market News Screenshot of a FreightWaves article titled USPS tries to ban immigrant truck drivers with details on policy differences for employees and contractors, including a photo of a white USPS semi-truck with blue eagle logo driving on a highway near desert landscape, and text about outsourcing linehaul work via brokers and carriers. The FreightWaves article details widespread layoffs and changes across the supply chain, broken down by compan

$NVIDIA(NVDA)$   $CHINA RAREEARTH(00769)$  Key Points Asia Rallies on Truce: Japan’s Nikkei hits a record as a Trump–Xi rare-earths truce lifts risk sentiment; Korea gains on Nvidia-led AI investments while China’s PMI at 49 underscores drag. Auto Chip Squeeze: Dutch takeover of Nexperia and China export blocks spark a legacy-chip shortage; Honda trims output and OEM “war rooms” race to avoid Q4 line stoppages. Rare Earths Pop: U.S.-listed rare-earths miners rise as Beijing delays new export controls for one year after the Trump–Xi meeting, easing near-term supply risk though prior curbs remain. China More Investible (Cautiously): Tariff relief and limited tech a

This week, Hong Kong stocks lost steam after a brief rally. The $HSI(HSI)$ fell 0.97%, slipping back below the 26,000 mark.China–U.S. Talks Steal the SpotlightAll eyes were on Busan, where the Chinese and U.S. presidents held a high-profile meeting. Ahead of the summit, trade teams met in Kuala Lumpur and reached initial consensus on several key economic issues.The talks yielded progress on tariffs, rare earths, and agricultural purchases. Both sides agreed to lift previous export control measures, while the U.S. will cut fentanyl-related tariffs to 10%. President Trump even announced plans to visit China next April.Despite the upbeat tone, investors worried the final deal might fall short of expectations, leading to a pullback in Hong Kong and A-s

For the past two years, the AI investment thesis has been deceptively simple: the company that acquires the most Nvidia GPUs wins. This "chip rush" has fueled a historic rally and led to a market-wide obsession with silicon. But a startling new reality, one reportedly admitted by Microsoft own CEO Satya Nadella, has exposed a deep flaw in that logic. Microsoft, one of the world's most aggressive GPU buyers, is now sitting on a growing stockpile of expensive, high-end NVIDIA chips that are idle. Why? Not because AI demand is slowing, but because they have nowhere to plug them in. The AI boom has hit a hard physical wall. The primary bottleneck for development has decisively shifted from a shortage of chips to a crisis in infrastruc

$CHINA RAREEARTH(00769)$  $USA Rare Earth Inc.(USAR)$  Key Points Asia Rallies on Truce: Japan’s Nikkei hits a record as a Trump–Xi rare-earths truce lifts risk sentiment; Korea gains on Nvidia-led AI investments while China’s PMI at 49 underscores drag. Auto Chip Squeeze: Dutch takeover of Nexperia and China export blocks spark a legacy-chip shortage; Honda trims output and OEM “war rooms” race to avoid Q4 line stoppages. Rare Earths Pop: U.S.-listed rare-earths miners rise as Beijing delays new export controls for one year after the Trump–Xi meeting, easing near-term supply risk though prior curbs remain. China More Investible (Cautiously): Tariff relief and limited tech access temper geopoli

Nasdaq Jumps 4% in Oct.! What’s the Game Plan for Final 2 Months? October lived up to its legend again — the “bear-killer” month that often resets sentiment. The Nasdaq Composite climbed ~4.8% in October 2025 as Big Tech rebounded and Treasury yields cooled. Fear turned to FOMO almost overnight. But now that the easy gains are in, investors face the year-end dilemma: 👉 Do we ride the Santa Rally, or take chips off the table before the music stops? --- 1️⃣ October: The Pivot from Panic to Hope Just weeks ago, sentiment was brittle. Ten-year yields were brushing 5%, inflation looked sticky, and Powell’s “higher-for-longer” message hung over markets. Then the narrative flipped: Yields retreated to around 4.0–4.1% by month-end, easing pressure on growth stocks. Earnings weren’t as bad as feare

I am looking at the psychology behind investing. One of the key preparations is to understand the strengths and weaknesses of our own personalities. I have added known investors who are known (or suspected) of a certain personality profile. I spend them studying some of them (in my case, Peter Lynch) so that I can build on my strengths and be mindful of my own pitfalls. I have been reading his materials and transcribing his videos. I have gotten Grok to compile the following: Tips on using MBTI personality profiles for our investing journey: Know your personality profile. Consider doing the free MBTI personality profile here. Know that the personality profile is a guide, as we behave differently under different circumstances. Set your investing goals (Please refer to the next segment for d