To The Moon

Dear Papa j.son Evelyn Mr.Ma Mr Li Martin FCA trans union Natwest acerorate Barclays Alibaba V12and many more who is supporting Sirilak and Mustafa and family I would love to say thank you we working hard together so far and in 20 years future if slSirilak still alive I am glad I am here to work for all of you and this world this is following my heart that my God father monk says after she 43 she will work for Buddha this mean my life will be in the safe place with all your warm love I will look after it and returned this money to be profits in a best way clean and clear I will never give up ,xxx

In his recent memo to Oaktree’s clients, Howard Marks outlined his views on the current high levels of the market. He believes the market has not yet entered a phase of irrational exuberance, but still advises clients to adopt a Level 5 defense—reducing aggressive positions and increasing defensive holdings. When I first read that line, I stopped and let it sink in. Howard isn’t calling for a crash. He isn’t saying the Magnificent 7 are worthless. He’s simply saying: slow down, respect the altitude. And honestly, that’s how I’ve been feeling lately. The Magnificent 7 and the S&P 500: Stretched but Not Broken Let’s start with the obvious question: are the Magnificent 7 and the S&P 500 overpriced? On one hand, the Magnificent 7 have been unstoppable. Nvidia generates enormous profits

Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!

$ARK Innovation ETF(ARKK)$  optimistic about ARKK

Perfectionist has been around for years and has already been involved with the whole community of you 

Big tech P/Es only look reasonable if you don't realise that their revenue increase isnt real. They are forcing the AI companies they invest in to buy their compute and wouldn't have revenue increases without this trick.

His advice is timely . Very much appreciated and warranted a follow up on personal portfolio. It’s not a big bubble because of AI theme spending and earnings . The danger lies in slowing down of capex and unsustainable growth. The higher it gets , the risk of expectations becomes even higher . Now a lot of earnings expectations are very accommodating in my opinion and are not set on high standards. Observe on once the tides turn and the tune of analysts change and downgrade , u know what is coming . Meanwhile stay happily vested and ride up . ❤️🥰🌹 @MojoStellar @icycrystal @SPACE ROCKET

I agreed Market is high now. Diversified is the key. Can invest some in gold. Can also invest some in bigfundr with referral code R80467M. Earn some extra 5.2% interest in one year @Pilates @SR050321 @SPOT_ON @HelenJanet @koolgal @MHh

【SRT】 As of 26 Sep 2025 (Fri), while $CSOP iEdge SREIT ETF S$(SRT.SI)$ declined slightly by -0.39% WTD in SGD, it rose 11.38% YTD in SGD. Aside from tailwinds arising from expectations of further Fed rate cuts, the launch of the new iEdge Singapore Next 50 Indices, tracking SGX’s largest non-blue-chip stocks, may boost investor focus on mid-caps like some of the REITs in the CSOP SRT ETF (e.g. CLAS, KREIT, Suntec REIT) S$ SRT 2025 YTD Total Return: +11.38% 【MMF】 Over the week, US treasuries largely traded rangebound as markets digest Fed’s September FOMC meeting. The week also saw robust economic data release (Q2 GDP revised upwards to 3.8%), resilient labour metrics (decline in initial claims to 218k), and PCE inflation measure aligning with ex

$ARK Innovation ETF(ARKK)$  Your summary of Marks’s view is essentially correct: he’s warning that valuations are elevated, but he doesn’t (yet) believe we’re in full-blown “irrational exuberance.” Rather, he counsels a more cautious stance — what he calls “Level 5 defense” — i.e. reduce aggressive exposure, rotate toward defensive assets, tighten risk controls. That’s a sensible posture in my view: it’s a midpoint between outright alarm and complacency. Below are my reflections on his stance, some observations on current valuations (especially of the Magnificent 7 and the S&P 500), and how I would (and do) position a portfolio in this environment. --- Opinion on Marks’s view & the valuation backdrop Strengths of his approach 1. Avoid

$ARK Innovation ETF(ARKK)$  I am sure the comments are true and he means well.  I would suggest go back to fundamentals and do due diligence and research so that you can park your money to places that adds value. Regardless of market situation 

$ARK Innovation ETF(ARKK)$   🧠 Market Master 101: Howard Marks’ “Level 5 Defense” — Wisdom or Warning? 🚀 Introduction – Why Howard Marks Commands Attention When Howard Marks, co-founder of Oaktree Capital, releases a memo, Wall Street stops to read. Warren Buffett himself once said, “When I see memos from Howard Marks in my mail, they’re the first thing I open and read.” So when Marks says the market is “not yet irrational, but elevated,” and urges a Level 5 defense, it’s worth pausing. He’s not calling for a crash. He’s telling us: this is not the time for maximum offense. In a world where the Magnificent 7 dominate headlines and the S&P 500 hovers near highs, Marks’ reminder is simple: defense wins games when the field tilts agains

$ARK Innovation ETF(ARKK)$  throw caution to the wind Howard's fear is our opportunity!⭐🐯

Yes, market is at elevated levels and potentially higher means higher risks. It is definitely safer to diversify into some defensive assets.

Tesla is in way magnificent and the same can be said about Apple, which has a moat but its products have shown little innovation over the years. Nvidia while innovative and innovative and with a strong moat is pushing the AI capex narrative to justify its valuation and is also investing in Open AI so that the latter can buy its chips . This just goes to show how stretched the AI capex narrative is. Some sort of consolidation is due.

I agreed with his point. As the market keeps going higher but only driven by the top few companies of the SnP 500, it is a worrying sign. Have been balancing my portfolio these few months to have equal weightage of tech , healthcare , energy and precious metals stocks plus bonds, to prepare in the event of market correction.

$ARK Innovation ETF(ARKK)$ $Invesco QQQ(QQQ)$ $S&P 500(.SPX)$ 🔥📈🚀 $SPX Valuations, Bull Market Compression & the Marks of Caution 🚀📈🔥 I’m raising my conviction right here, not because I’m blindly bullish, but because the data demands nuance. This is not irrational exuberance, but it is stretched. Markets are resilient, not euphoric; elevated, not unhinged. And that’s exactly where opportunities live for traders who know how to straddle momentum and macro risk. 📊 4th Strongest Post-Correction Rally in 70 Years Since the April 8 low, the $SPX has surged +33%, beating the post-correction historical average of +27%. According to Fidelity’s latest Cyclical Bull

I agree fully with his views. There is no way around except to agree that valuations of the magnificent 7 and s&p500 are high yet not in irrational exuberance. With expected rate cuts for the rest of the year, that should continue to drive stock prices up. So, I agree with his strategy to reduce aggressive positions and to increase defensive positions. However, I would do this closer to the year end santa rally to try to gain more returns. My portfolio is still heavily on the s&p500. Across the board, it is currently hard to find defensive assets at attractive prices. For now, I would try to take profit at a later time to yield cash so that I can buy during dips. I think from next year onwards, cash might be king when the market corrects or potentially a recession. I would prefer

$S&P 500(.SPX)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ $Apple(AAPL)$ $Alphabet(GOOG)$ Howard Marks’ latest Oaktree memo cuts through the noise, warning that U.S. stocks are “quite high” by many measures but not yet in irrational exuberance territory. He urges a “Level 5 defense”—trimming aggressive bets and bolstering defensive holdings—as the S&P 500 trades at 21.4x forward earnings and the Magnificent 7 averages 45x. With the S&P 500 at 6,650 and Nasdaq at 22,200, this call raises eyebrows. Do you buy Marks’

I think Howard Marks makes a fair point on valuations. The Magnificent 7 deserve premium multiples given their dominance, growth, and profitability, so their P/Es don’t look extreme to me. The bigger concern is the rest of the S&P 500, where the average P/E of 22 is well above historical norms and suggests the market overall is stretched. In my portfolio, I stay diversified with some exposure to quality growth leaders but avoid over-concentration in the mega-caps. I continue dollar-cost averaging in areas I see value, while trimming positions that feel overextended. This keeps me invested but disciplined. With the market at elevated levels, I agree it’s wise to adopt some defense. I’m balancing growth holdings with cash, short-term bonds, and dividend payers, which helps me stay expos

On September 26, the WSJ reported that $Electronic Arts(EA)$ is in talks with private equity giants Silver Lake and the Saudi Public Investment Fund (PIF), and Affinity Partners—led by Trump's son-in-law Jared Kushner—to take the company private at a valuation of approximately $50 billion. $JPMorgan Chase(JPM)$ is providing over $20 billion in debt financing. Upon news release, EA shares surged 15% to a record high of $193, pushing its market cap close to $48 billion. If finalized, this deal would set a new record for leveraged buyouts (LBOs), presenting both opportunity and challenge for EA shareholders. Negotiations remain in advanced stages but are nearing conclusion.EA, as a top global game publisher, bo

Dear Papa j.son Evelyn Mr.Ma Mr Li Martin FCA trans union Natwest acerorate Barclays Alibaba V12and many more who is supporting Sirilak and Mustafa and family I would love to say thank you we working hard together so far and in 20 years future if slSirilak still alive I am glad I am here to work for all of you and this world this is following my heart that my God father monk says after she 43 she will work for Buddha this mean my life will be in the safe place with all your warm love I will look after it and returned this money to be profits in a best way clean and clear I will never give up ,xxx

$S&P 500(.SPX)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ $Apple(AAPL)$ $Alphabet(GOOG)$ Howard Marks’ latest Oaktree memo cuts through the noise, warning that U.S. stocks are “quite high” by many measures but not yet in irrational exuberance territory. He urges a “Level 5 defense”—trimming aggressive bets and bolstering defensive holdings—as the S&P 500 trades at 21.4x forward earnings and the Magnificent 7 averages 45x. With the S&P 500 at 6,650 and Nasdaq at 22,200, this call raises eyebrows. Do you buy Marks’

In his recent memo to Oaktree’s clients, Howard Marks outlined his views on the current high levels of the market. He believes the market has not yet entered a phase of irrational exuberance, but still advises clients to adopt a Level 5 defense—reducing aggressive positions and increasing defensive holdings. When I first read that line, I stopped and let it sink in. Howard isn’t calling for a crash. He isn’t saying the Magnificent 7 are worthless. He’s simply saying: slow down, respect the altitude. And honestly, that’s how I’ve been feeling lately. The Magnificent 7 and the S&P 500: Stretched but Not Broken Let’s start with the obvious question: are the Magnificent 7 and the S&P 500 overpriced? On one hand, the Magnificent 7 have been unstoppable. Nvidia generates enormous profits

$ARK Innovation ETF(ARKK)$  Your summary of Marks’s view is essentially correct: he’s warning that valuations are elevated, but he doesn’t (yet) believe we’re in full-blown “irrational exuberance.” Rather, he counsels a more cautious stance — what he calls “Level 5 defense” — i.e. reduce aggressive exposure, rotate toward defensive assets, tighten risk controls. That’s a sensible posture in my view: it’s a midpoint between outright alarm and complacency. Below are my reflections on his stance, some observations on current valuations (especially of the Magnificent 7 and the S&P 500), and how I would (and do) position a portfolio in this environment. --- Opinion on Marks’s view & the valuation backdrop Strengths of his approach 1. Avoid

过去几个月，市场对 AI 算力基础设施的热情只增不减。从 $英伟达(NVDA)$ 的市值突破4万亿，到电力紧缺成为算力扩张的瓶颈，大家都在问：谁来提供AI 时代的“新石油”——电力？ $Fermi LLC(FRMI)$ 横空出世。9 月公司向 SEC 递交了 IPO 申请，计划在纳斯达克上市，发行价区间 18–22 美元，最多融资 5 亿多美元。如果承销商行使绿鞋，规模可能更大。市场传言它的目标估值高达 130 亿美元——要知道，这是一个尚无收入的公司。所以问题来了：Fermi 是一个空中楼阁的 PPT 项目，还是一张高风险高回报的彩票？我们不妨拆开看看。公司故事：不仅是数据中心，更是能源巨兽Fermi 的定位不是一家单纯的数据中心运营商。它想做的是一个 “能源 + 数据中心一体化” 的巨型综合体。公司已经拿下了德州 5,000 多英亩的土地，规划了一个名为 Project Matador 的超大园区。核心理念是：在园区内部建设发电厂（包括天然气、太阳能、电池储能，甚至未来的核电机组），然后“behind-the-meter”直接供电给园区里的数据中心。目标电力容量：11 GW。这是什么概念？差不多能顶得上几个中等国家的总电力负荷。未来，这里将为 AI 超算、云计算企业提供“低碳、稳定、独立于电网”的算力基础设施。一句话：他们不是在建数据中心，而是在建“能源驱动的超级算力新城”。募资与结构：REIT 的外壳，AI 的故事Fermi 的架构比较特别——它选择了 REIT（房地产投资信托） 的路径。这意味着它未来的收入模式，不是卖 GPU，而是靠“租金”——租用机房空间、供电容量。IPO 计划：发行 25,000,000

In his recent memo to Oaktree’s clients, Howard Marks outlined his views on the current high levels of the market. He believes the market has not yet entered a phase of irrational exuberance, but still advises clients to adopt a Level 5 defense (reducing aggressive positions and increasing defensive holdings).Howard Marks is a renowned American investor and author, and the co-founder and Co-Chairman of Oaktree Capital Management. His investment memos are widely circulated on Wall Street, and Warren Buffett has openly stated that he “always reads them first.” He is also the author of The Most Important Thing and Mastering the Market Cycle, among other works.How does Howard view market new highs and high valuations? $S&P 500(.SPX)$ is the most c

If we were to comprehend Howard Marks memo to his clients, I think we might want to look at these questions before we can actually see how we can adjust our portfolio. In this article, I will also be sharing on how we would structured scenario map for markets over the next 6–12 months, with probability weights and sector opportunities. Are current markets “irrational” at these levels? Valuations are elevated relative to historical norms (especially in tech/AI), but not across the board. Many cyclical and international markets are still fairly priced. What feels “irrational” often reflects strong liquidity, resilient earnings, and investor positioning rather than pure euphoria. So far, earnings momentum and macro stability are supporting these levels. Will we see another new high? Near-term

$ARK Innovation ETF(ARKK)$ $Invesco QQQ(QQQ)$ $S&P 500(.SPX)$ 🔥📈🚀 $SPX Valuations, Bull Market Compression & the Marks of Caution 🚀📈🔥 I’m raising my conviction right here, not because I’m blindly bullish, but because the data demands nuance. This is not irrational exuberance, but it is stretched. Markets are resilient, not euphoric; elevated, not unhinged. And that’s exactly where opportunities live for traders who know how to straddle momentum and macro risk. 📊 4th Strongest Post-Correction Rally in 70 Years Since the April 8 low, the $SPX has surged +33%, beating the post-correction historical average of +27%. According to Fidelity’s latest Cyclical Bull

Cathie Wood’s ARK Innovation ETF ( $ARK INNOVATION UCITS ETF(ARKK.UK)$ ) has surged 70% this year to $68, outpacing the S&P 500’s 12.7% rise to 6,650, cementing her reputation as a growth investing icon with $35 billion under management. Her strategy bets big on disruptive tech—AI, biotech, electric vehicles, and blockchain—targeting companies poised to reshape industries. With ARKK up sharply, her long-term vision shines, but the approach’s high volatility and concentrated bets spark debate. Does her growth style hold up? Have her trades paid off? And who truly reigns as the “queen of stocks”—Wood or Nancy Pelosi? Dive into the strategy, weigh the outcomes, and pick your champion in this high-stakes game. Wood’s Innovation Logic: High Risk

【SRT】 As of 26 Sep 2025 (Fri), while $CSOP iEdge SREIT ETF S$(SRT.SI)$ declined slightly by -0.39% WTD in SGD, it rose 11.38% YTD in SGD. Aside from tailwinds arising from expectations of further Fed rate cuts, the launch of the new iEdge Singapore Next 50 Indices, tracking SGX’s largest non-blue-chip stocks, may boost investor focus on mid-caps like some of the REITs in the CSOP SRT ETF (e.g. CLAS, KREIT, Suntec REIT) S$ SRT 2025 YTD Total Return: +11.38% 【MMF】 Over the week, US treasuries largely traded rangebound as markets digest Fed’s September FOMC meeting. The week also saw robust economic data release (Q2 GDP revised upwards to 3.8%), resilient labour metrics (decline in initial claims to 218k), and PCE inflation measure aligning with ex

$ARK Innovation ETF(ARKK)$  You’ve posed a very thoughtful set of questions. Below I’ll (a) assess Marks’s views in light of market data and valuation risks, (b) share how I would think about portfolio positioning in a high-valuation regime (as a thought experiment, since I don’t “hold” a portfolio), and (c) give a reasoned view on whether and how one should allocate to defensive assets today. --- Marks’s Views: Strengths, Challenges, and Caveats What Marks Is Saying In his recent memo “The Calculus of Value,” Marks argues that: 1. Valuations are lofty but not yet in full-blown bubble territory. He draws a distinction between “lofty but not nutty” and outright irrational exuberance (i.e. extreme investor psychology).  2. The risk is unev

$ARK Innovation ETF(ARKK)$   🧠 Market Master 101: Howard Marks’ “Level 5 Defense” — Wisdom or Warning? 🚀 Introduction – Why Howard Marks Commands Attention When Howard Marks, co-founder of Oaktree Capital, releases a memo, Wall Street stops to read. Warren Buffett himself once said, “When I see memos from Howard Marks in my mail, they’re the first thing I open and read.” So when Marks says the market is “not yet irrational, but elevated,” and urges a Level 5 defense, it’s worth pausing. He’s not calling for a crash. He’s telling us: this is not the time for maximum offense. In a world where the Magnificent 7 dominate headlines and the S&P 500 hovers near highs, Marks’ reminder is simple: defense wins games when the field tilts agains

When it comes to growth investing, you can’t ignore Cathie Wood, founder of ARK Invest, often called the “Queen of Innovation.” She manages around $35B in ETFs, with her flagship $ARK Innovation ETF(ARKK)$ almost synonymous with high-growth tech stocks. But what exactly is her investment logic?What does innovation really mean to her?Cathie Wood believes founder-led companies matter the most. If a leader has vision, high standards, and relentless drive—especially in today’s era of rapid innovation—those companies are worth betting on. Back in 2015, just after launching ARK, she said on air:“I think Elon Musk is the greatest inventor of this era.”She admitted afterward she was nervous about being wrong since that clip would be replay

🌟🌟🌟Cathie Wood's ARKK $ARK Innovation ETF(ARKK)$  and SPLG $SPDR Portfolio S&P 500 ETF(SPLG)$  represent 2 fundamentally different philosophies of investing.  ARKK is built on bold bets while SPLG is built on broad stability. Let's explore what each stands for and why I invest in SPLG.  What Cathie Wood Stands for in ARKK: ARKK is Cathie Wood's flagsh

I think Howard Marks makes a fair point on valuations. The Magnificent 7 deserve premium multiples given their dominance, growth, and profitability, so their P/Es don’t look extreme to me. The bigger concern is the rest of the S&P 500, where the average P/E of 22 is well above historical norms and suggests the market overall is stretched. In my portfolio, I stay diversified with some exposure to quality growth leaders but avoid over-concentration in the mega-caps. I continue dollar-cost averaging in areas I see value, while trimming positions that feel overextended. This keeps me invested but disciplined. With the market at elevated levels, I agree it’s wise to adopt some defense. I’m balancing growth holdings with cash, short-term bonds, and dividend payers, which helps me stay expos

$ARK Innovation ETF(ARKK)$   AI-Driven Investment: Cathie Wood’s Strategic Repositioning in Alibaba Cathie Wood’s recent purchase of Alibaba, after a four-year hiatus, signals a fundamental shift in her investment narrative from traditional e-commerce to AI-powered innovation. Key insights from her strategy include: 1. AI as the New Growth Engine Alibaba’s cloud computing unit, Alibaba Cloud, serves as the “compute backbone” for AI models, with its self-developed Tongyi Qianwen model and partnership with Nvidia in physical AI (robotics, autonomous driving) aligning with Wood’s investment thesis in Tesla’s hardware-software integration. The company’s ecosystem of e-commerce, logistics, and finance provides a fert

Cathie Wood is no stranger to bold, futuristic calls. As the head of ARK Invest, she's poured billions into disruptive tech—AI, robotics, genomics, and crypto. Her strategy? Don't just chase profits—bet on paradigm shifts. 🔍 But after a wild ride from 2020 to 2024, where does $ARKK go from here? Here's what we see heading into late 2025: 🚀 Rate cuts = innovation rebound. With interest rates finally turning lower, the pressure on unprofitable growth stocks is easing. That'e bullish for names like: $TSLA (Tesla) – EV margins are recovering, and FSD expansion is back in the spotlight. $ROKU – Cathie's long-time favorite, likely to benefit from increased ad-tech and streaming growth. $COIN (Coinbase) – Positioned to ride the next wave of crypto adoption amid ETF approvals. 📈 ARKK's upside

Howard Marks' "Level 5 defense" message is a timely reminder—not to run for the exits, but to rebalance. We may not be in full-on mania, but with the S&P 500 up over 20% YTD and Magnificent 7 stocks trading at stretched valuations, it's smart to be selective. I'm not going 100% defensive, but I'm trimming exposure to high-growth names that have run far ahead of fundamentals. Think: taking some chips off the table in NVDA, TSLA, META, while rotating into more stable plays like: ✅ Healthcare ETFs (XLV) – long-term tailwinds, low beta ✅ Consumer Staples (PG, KO) – recession-resistant ✅ Short-term Treasuries or T-Bill ETFs (SGOV, BIL) – safe yield ~5% I also like energy and industrials right now. With global rearmament and infrastructure spending rising, names like XOM, LMT, and CAT could

I’ve always admired Cathie Wood’s conviction in innovation-focused investing. Her emphasis on founder-led companies resonates with me since vision and execution often come from leaders willing to take bold risks. While many investors stick with big tech, I find her strategy of spotting “pure beneficiaries” of innovation refreshing, even if it’s volatile. I’ve followed some of ARK’s trades before, and the ride wasn’t always smooth. The drawdowns can be tough, but I value her discipline in rebalancing and long-term mindset. This style requires patience and conviction—it’s not for everyone, but it helps me think beyond short-term results. If I had to pick between Cathie Wood and Nancy Pelosi as a “queen of stocks,” I’d lean toward Cathie. She’s not always right, but her commitment to disrupt