To The Moon

America’s favourite three-digit number became an extraordinary business. Then extraordinary pricing gave customers a reason to find another number. Fair Isaac Corporation has spent decades achieving something most companies can only dream about: becoming so deeply embedded in an industry that buying its product feels less like a commercial decision and more like paying a tax. The FICO score sits inside the plumbing of American credit. Banks understand it, regulators recognise it, investors model around it and mortgage infrastructure has been built around it. That institutional entrenchment created formidable pricing power. But I think FICO now presents investors with a fascinating paradox. Its greatest competitive advantage may also have created its greatest threat. By monetising its indis

A large 85,000 Bitcoin put order hit the market, while Gold’s defensive floor moved higher. Is the market about to turn? The option changes on September 22 show that open interest in Gold calls continued to expand. In Silver, traders maintained upside exposure at higher strikes while accelerating purchases of downside protection. In Bitcoin, however, new positions on both sides remained too small to be meaningful. This suggests that expectations for further upside in precious metals have not disappeared, but protection against pullbacks and volatility is becoming more expensive. Gold: Calls Still Dominate as Defensive Positioning Moves Higher Gold call open interest increased by a net 8,354 contracts, exceeding the 6,116-contract increase on the put side. Total call open interest stood at

🌟🌟🌟Are you tired of watching the global technology race from the sidelines or relying entirely on overextended Western tech giants trading at eye watering valuation premiums?  While the crowd remains fixated on Silicon Valley, a quiet technological decoupling is taking place across Asia.   $AmovaEFund ChiNext S$(CXT.SI)$ represents the literal engine room of China's next generation economy.  Often dubbed as China's Nasdaq, this fund provides an asset light, direct gateway into the 100 most innovative, fast compounding growth titans listed on the Shenzhen Stock Exchange.  It is a thrilling, high beta vehicle designed for investors ready to capture explosive alpha at a deep cyclical discount. Who Are The Fund Managers? Th

[你懂的]  The “Boring” IT Distributor Quietly Riding the AI Boom $TD SYNNEX (SNX) At first glance, SNX looks incredibly boring. It is a huge IT distributor with more than $60 billion in annual revenue. It sells hardware, software, networking equipment and technology solutions to businesses and resellers. But there is something hiding underneath that traditional business: Hyve Solutions. And this is where the AI story gets interesting. So, how does SNX actually make money? The traditional SNX business is basically a giant technology supply chain. A manufacturer produces the equipment → SNX buys and distributes it → resellers, system integrators and enterprise customers buy it. SNX makes money through distribution margins and value-added services. The catch? Margins are thin. That mea

The market has been choppy over the past two days, and short-term moves can easily disrupt one’s rhythm. I would rather lay out the key levels clearly and then assess the market’s reaction once prices reach them: for gold, the first question is whether a rebound will encounter resistance; for crude oil, the focus is on whether the low-level recovery can continue. U.S. Dollar Index: Firm Bias, but Guard Against a Pullback After a Spike The U.S. Dollar Index formed a large bullish candle with a relatively substantial real body yesterday, indicating that short-term bullish momentum remains in place. Today, watch how the index trades within the 100.6–101.6 range. The overall bias remains constructive, but a pullback after a move higher should also be kept in mind.

$NetLink NBN Tr(CJLU.SI)$  $1.5 Target Price *NetLink NBN Trust (SGX: CJLU)* — Singapore's fiber monopoly — is a defensive yield play, ideal as a income generating stock from it's 5% dividend yield. Growth Catalyst for NetLink (CJLU) *1. National 10Gbps Upgrade Cycle* The biggest near-term catalyst. - IMDA is investing up to *S$100M* to upgrade the NBN to *10Gbps* (10x current speeds). NetLink is working with telcos to roll this out from *now to 2026*. - Target: *>500k households* on 10Gbps by 2028. Means more fiber deployment work, higher connection fees, and future cyber-security proofing. ### *2. Non-RAB (Non-Regulated) Revenue — The Actual Growth Engine* Regulated residential fiber revenue was consistent in

$Addvalue Tech(A31.SI)$ 0.34 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million. Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity (SPC) b

$IX Biopharma(42C.SI)$ 0.8 Target Price. --iX Biopharma Ltd(42C) Growth Catalysts-- Shift towards commercialisation of WaferiX subligual delivery of drugs could bump up revenue by as much as 250% in FY-2026, backed by planned capacity expansion. Out-licensing of the sublingual ketamine wafer, Wafermine, for Phase 3 development will be a major catalyst and expected to turn iX Biopharma profitable in long-term. Specialty pharmaceutical and nutraceutical drugs will benefit from the planned six-fold increase in production capacity to meet the expected surge in demand. Investment Merits Out-licensing world's first sublingual ketamine formula, Wafermine, for Phase 3 development is a near-term catalyst. Since the completion of its end-of-Phase 2 meetin

$IX Biopharma(42C.SI)$ 0.8 Target Price. --Ix Biopharama Medical Breakthrough-- iX Biopharma achieved a major medical and commercial breakthrough with Wafermine, its patented sublingual (under-the-tongue) ketamine wafer for non-opioid acute pain management. --The Core Technology-- WaferiXFast Absorption: Wafers dissolve sublingually in minutes, letting active ingredients enter the bloodstream directly and bypass the gut. High Bioavailability: Provides a needle-free, predictable alternative to intravenous infusions or standard oral pills. Drug Repurposing: Applies the delivery system to central nervous system agents and other urgent indications. --Key Pipeline & Commercial Milestones-- Backed by a US$40.95 million contract from the US Departm

Strong Breakouts Still Need Breathing Room My notes from Tuesday, 22 September: a market can look constructive and still demand restraint. The S&P finished flat but held a second close above its recent bull-flag breakout. That supports the bullish case, although the follow-through was hardly convincing. The Nasdaq and semiconductors were stronger, but the move had become stretched and leadership remained narrow. For me, the lesson is to separate a promising setup from a sensible entry. These are ideas I am studying, not a report of trades I have executed. A breakout needs confirmation, but paying too far above support can leave little room for an ordinary pullback. SMCI and HNGE stood out on that basis. SMCI had pushed above its consolidation with improving momentum, while HNGE had sev

BLACKBERRY IS BACK ON THE RADAR 👀 Once famous for smartphones, BlackBerry is now a very different company. And today could give investors another reason to pay attention. 📊 BB reports earnings today 🚗 QNX remains focused on connected and software-defined vehicles 🔐 Cybersecurity is another key part of the business 👀 Trading volume has picked up as investors look for signs of a turnaround The interesting question isn’t whether BlackBerry will ever bring back the old phone business. It’s whether the new BlackBerry can build a sustainable software story. That makes today’s results worth watching: ➡️ Is revenue growth improving? ➡️ Are margins moving in the right direction? ➡️ Is QNX gaining traction with automakers? ➡️ Can management turn the business into a more consistent cash generator? So

🔥 STOCK OF THE DAY | $NN Inc(NNBR)$   The small-cap nobody was watching just raised guidance. 👀 While everyone is chasing mega-cap tech, NNBR quietly delivered something investors like to see: higher full-year 2026 guidance. The company now expects: 📈 Revenue: $470M–$490M 💰 Adjusted EBITDA: $58M–$68M The midpoint of those ranges implies roughly 14% higher revenue and 29% higher EBITDA versus 2025.  And the market noticed. NNBR jumped roughly 14% in the latest session, with volume running well above normal.  What makes this interesting isn’t simply the one-day move. It’s the potential combination of: • improving operating performance • higher management expectations • expanding profitability • small-cap valuation • renewed investor

🚨 WHO’S READY FOR TODAY’S US MARKET? 👀📈 Yesterday gave us a serious reminder: momentum can disappear FAST. Tech & growth stocks came under pressure as yields pushed higher — so today I’m watching for one thing: 🔥 Does the market reclaim momentum… or are we seeing the start of a deeper pullback? My watchlist today 👇 🟢 AI & semiconductors 🟢 High-volume momentum stocks 🟢 Stocks holding key support 🟢 Breakouts with REAL volume 🔴 Overextended names that could see profit-taking I’m not chasing a candle just because it’s green. I want confirmation + volume + a setup where the risk makes sense. 🎯 THE QUESTION OF THE DAY: If you could choose ONE ticker to watch today, what would it be? 👇 Drop your ticker + your reason. Let’s see which names everyone is watching before the market gets moving

$Palantir Technologies Inc.(PLTR)$  PLTR making another run! 🏃‍♀️ 

I think the hybrid model makes the most sense. Local AI will not replace data centers, as the largest models and training workloads still need massive cloud infrastructure. But repetitive, privacy-sensitive and high-frequency inference could increasingly move local. For me, the key is total cost of ownership, not just raw performance. If companies can buy hardware once and run thousands of AI tasks without paying for every API call, local inference becomes more attractive. $Apple(AAPL)$ Apple’s unified memory gives it an interesting position, while $NVIDIA(NVDA)$ remains dominant in large-scale AI compute. I would watch enterprise adoption closely. If companies start buying Macs specifically for AI agents and local inference, it could create a meaningful hardware cycle. Personally, I see h

Which stocks are you watching for lobg term in electricity/ nuclear power to be able to provide for Data center?

1st stock to watch today is CRM and it has very strong results, 2nd Stock i recommend is Visa , always doing well in terms of revenue and  profitability 

JAGX = $20 Target Price

I’d pick ③ Hybrid cloud + local becomes the standard. The AI industry probably won’t move entirely from the cloud back to PCs. Instead, workloads will be split based on economics and performance. Frontier models, large-scale training and complex reasoning will remain in data centers, where NVIDIA’s ecosystem has a major advantage. But repetitive agent tasks, private enterprise data and latency-sensitive inference could increasingly run locally. The key change is that AI compute may become workload-dependent rather than cloud-dependent. If local hardware becomes powerful enough, companies can avoid paying inference fees for every single task. Over thousands or millions of daily operations, that difference could become significant. So the next AI infrastructure battle may not be cloud vs. lo

$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will a

America’s favourite three-digit number became an extraordinary business. Then extraordinary pricing gave customers a reason to find another number. Fair Isaac Corporation has spent decades achieving something most companies can only dream about: becoming so deeply embedded in an industry that buying its product feels less like a commercial decision and more like paying a tax. The FICO score sits inside the plumbing of American credit. Banks understand it, regulators recognise it, investors model around it and mortgage infrastructure has been built around it. That institutional entrenchment created formidable pricing power. But I think FICO now presents investors with a fascinating paradox. Its greatest competitive advantage may also have created its greatest threat. By monetising its indis

A large 85,000 Bitcoin put order hit the market, while Gold’s defensive floor moved higher. Is the market about to turn? The option changes on September 22 show that open interest in Gold calls continued to expand. In Silver, traders maintained upside exposure at higher strikes while accelerating purchases of downside protection. In Bitcoin, however, new positions on both sides remained too small to be meaningful. This suggests that expectations for further upside in precious metals have not disappeared, but protection against pullbacks and volatility is becoming more expensive. Gold: Calls Still Dominate as Defensive Positioning Moves Higher Gold call open interest increased by a net 8,354 contracts, exceeding the 6,116-contract increase on the put side. Total call open interest stood at

🌟🌟🌟Are you tired of watching the global technology race from the sidelines or relying entirely on overextended Western tech giants trading at eye watering valuation premiums?  While the crowd remains fixated on Silicon Valley, a quiet technological decoupling is taking place across Asia.   $AmovaEFund ChiNext S$(CXT.SI)$ represents the literal engine room of China's next generation economy.  Often dubbed as China's Nasdaq, this fund provides an asset light, direct gateway into the 100 most innovative, fast compounding growth titans listed on the Shenzhen Stock Exchange.  It is a thrilling, high beta vehicle designed for investors ready to capture explosive alpha at a deep cyclical discount. Who Are The Fund Managers? Th

[你懂的]  The “Boring” IT Distributor Quietly Riding the AI Boom $TD SYNNEX (SNX) At first glance, SNX looks incredibly boring. It is a huge IT distributor with more than $60 billion in annual revenue. It sells hardware, software, networking equipment and technology solutions to businesses and resellers. But there is something hiding underneath that traditional business: Hyve Solutions. And this is where the AI story gets interesting. So, how does SNX actually make money? The traditional SNX business is basically a giant technology supply chain. A manufacturer produces the equipment → SNX buys and distributes it → resellers, system integrators and enterprise customers buy it. SNX makes money through distribution margins and value-added services. The catch? Margins are thin. That mea

$IX Biopharma(42C.SI)$ 0.8 Target Price. --iX Biopharma Ltd(42C) Growth Catalysts-- Shift towards commercialisation of WaferiX subligual delivery of drugs could bump up revenue by as much as 250% in FY-2026, backed by planned capacity expansion. Out-licensing of the sublingual ketamine wafer, Wafermine, for Phase 3 development will be a major catalyst and expected to turn iX Biopharma profitable in long-term. Specialty pharmaceutical and nutraceutical drugs will benefit from the planned six-fold increase in production capacity to meet the expected surge in demand. Investment Merits Out-licensing world's first sublingual ketamine formula, Wafermine, for Phase 3 development is a near-term catalyst. Since the completion of its end-of-Phase 2 meetin

The market has been choppy over the past two days, and short-term moves can easily disrupt one’s rhythm. I would rather lay out the key levels clearly and then assess the market’s reaction once prices reach them: for gold, the first question is whether a rebound will encounter resistance; for crude oil, the focus is on whether the low-level recovery can continue. U.S. Dollar Index: Firm Bias, but Guard Against a Pullback After a Spike The U.S. Dollar Index formed a large bullish candle with a relatively substantial real body yesterday, indicating that short-term bullish momentum remains in place. Today, watch how the index trades within the 100.6–101.6 range. The overall bias remains constructive, but a pullback after a move higher should also be kept in mind.

Strong Breakouts Still Need Breathing Room My notes from Tuesday, 22 September: a market can look constructive and still demand restraint. The S&P finished flat but held a second close above its recent bull-flag breakout. That supports the bullish case, although the follow-through was hardly convincing. The Nasdaq and semiconductors were stronger, but the move had become stretched and leadership remained narrow. For me, the lesson is to separate a promising setup from a sensible entry. These are ideas I am studying, not a report of trades I have executed. A breakout needs confirmation, but paying too far above support can leave little room for an ordinary pullback. SMCI and HNGE stood out on that basis. SMCI had pushed above its consolidation with improving momentum, while HNGE had sev

$NetLink NBN Tr(CJLU.SI)$  $1.5 Target Price *NetLink NBN Trust (SGX: CJLU)* — Singapore's fiber monopoly — is a defensive yield play, ideal as a income generating stock from it's 5% dividend yield. Growth Catalyst for NetLink (CJLU) *1. National 10Gbps Upgrade Cycle* The biggest near-term catalyst. - IMDA is investing up to *S$100M* to upgrade the NBN to *10Gbps* (10x current speeds). NetLink is working with telcos to roll this out from *now to 2026*. - Target: *>500k households* on 10Gbps by 2028. Means more fiber deployment work, higher connection fees, and future cyber-security proofing. ### *2. Non-RAB (Non-Regulated) Revenue — The Actual Growth Engine* Regulated residential fiber revenue was consistent in

Since September, the market has not entered a period of broad-based risk-on sentiment. Instead, it has exhibited a structurally bullish bias led by technology stocks. The Nasdaq 100 has continued to make new highs for the current phase, while the S&P 500 has remained near its highs but has clearly lagged behind. At the same time, the decline in oil prices has eased inflationary and interest-rate pressures. The market is rewarding earnings expectations for AI and large-cap technology companies, but it has not abandoned its defenses against high valuations, economic growth risks, and geopolitical events. Below are distribution charts of trading volume and open interest in major futures options listed on CME Group, used to observe market expectations and risk protection across different p

$IX Biopharma(42C.SI)$ 0.8 Target Price. --Ix Biopharama Medical Breakthrough-- iX Biopharma achieved a major medical and commercial breakthrough with Wafermine, its patented sublingual (under-the-tongue) ketamine wafer for non-opioid acute pain management. --The Core Technology-- WaferiXFast Absorption: Wafers dissolve sublingually in minutes, letting active ingredients enter the bloodstream directly and bypass the gut. High Bioavailability: Provides a needle-free, predictable alternative to intravenous infusions or standard oral pills. Drug Repurposing: Applies the delivery system to central nervous system agents and other urgent indications. --Key Pipeline & Commercial Milestones-- Backed by a US$40.95 million contract from the US Departm

🐶 Options Puppy Beginner Guide: How I Trade China A50 Futures During Market Holidays 🇨🇳 Why I Started Looking at Futures I am usually known as Options Puppy because I like selling options and collecting premiums, but sometimes I also trade futures when I see a short-term opportunity. For me, futures are not about trying to predict the market perfectly. Instead, I use them as another tool to trade short-term movements in the market. One example is the FTSE China A50 Index Futures traded on SGX. This gives me exposure to the movement of large-cap Chinese A-share companies without having to buy individual Chinese stocks. The important thing for a beginner is to understand that futures are different from stocks and options. Futures use margin and can create profits or losses quickly, so I need

Stocks to Watch Today: Nasdaq at a record, VIX under 15, and a Micron earnings wall. How I'm running my sell puts into it Written Wednesday morning SGT, using Tuesday's US close. Where we stand The market has had a strong start to the week. On Monday the Nasdaq Composite rose 2.26% and posted a record closing high for the first time since June 2, while the S&P 500 gained 1.49%, just shy of its record. Tuesday was quieter. The Nasdaq gained 0.5% to close at a record 27244, while the S&P 500 finished flat and the Dow shed 185 points. (Bilyonaryo) (TRADING ECONOMICS) Two numbers matter most for anyone selling premium. First, volatility. Even after that rally, the CBOE Volatility Index (VIX) was up 0.41% to 14.87. A VIX under 15 means option buyers are paying very little for protection

GE’s $210 billion order book looks enormous. I think the more interesting number is the $179 billion hiding inside it. GE Aerospace has developed a curious habit: beat expectations, raise guidance — and watch the shares fall anyway. That is not necessarily irrational. It tells me the argument around GE has changed. Investors are no longer asking whether the business is improving. They are asking whether it can improve fast enough to justify a valuation already anticipating considerable success. That makes GE particularly interesting now. The company is also becoming something different from a conventional aerospace manufacturer. Engines provide the spectacle, but increasingly the installed fleet provides the economics. The central investment question is therefore less about how many engine

$Addvalue Tech(A31.SI)$ 0.34 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million. Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity (SPC) b

Apple’s latest Mac update is about more than faster hardware. The new Mac mini and Mac Studio are being positioned as machines that can run AI agents, large language models and enterprise workflows locally. The high-end Mac Studio can support up to 512GB of unified memory, while multiple Macs can be linked together for distributed inference. Apple has even demonstrated four Mac Studios running a trillion-parameter model using a standard wall outlet. The more interesting part is how Apple is selling the economics. Cloud AI usually charges by usage. The more tokens a company consumes, the more it pays. Apple’s pitch is different: buy the hardware once, then keep running workloads locally without paying for every model call. That matters when AI usage becomes frequent. If an enterprise agent

🚀 My basic idea: I don’t chase NVDA — I get paid to wait 🐶 My Options Puppy strategy is simple: when NVDA is moving in an upswing, I do not necessarily want to chase the stock after it has already moved higher. Instead, I can use a cash-secured put to get paid while waiting for a lower entry price. 💰 The important part is that I am willing to buy 100 NVDA shares if I get assigned. That changes the entire mindset of the trade. I am not selling a naked put and hoping nothing happens. I am setting a price where I would be comfortable becoming a shareholder. 📌 In my latest example, I sold an NVDA $230 put and received roughly $19.50–$19.59 per share in premium. One options contract represents 100 shares, so approximately $1,950–$1,959 of premium was collected before fees. 🎯 My objective is eff

English version： Last week, we put on a very small straddle position in QQQ: we simultaneously bought a September 25 call and put, both with a strike price of 704. The two legs cost $9.73 and $8.93, respectively. A few trading days later, the call has risen to $37.74, generating an unrealized gain of $2,800, while the put has fallen to just $0.26, producing a loss of $867. Netting the two together, this lightly sized position has already doubled. $纳指100ETF(QQQ)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2609(NQmain)$ $微型NQ100指数主连 2609(MNQmain)$

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.62%* During the week, the Fed raised rates by 25bp to 3.75%-4.00%, its first hike since July 2023, in line with market expectations. Policymakers signaled a hawkish outlook, with the median dot forecast pointing to one more hike this year and rates holding steady in 2027. Following the Fed’s rate hike, MMF balances may see modest support, though a significant jump in AUM is unlikely. Looking ahead, data calendar is relatively light, with market’s focus likely on geopolitical developments, oil prices, and further Fed commentary. * 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: -7.07% As of 18 Sep 2026, $CSOP iEdge SREIT ETF S$(SRT.SI)$ de

On Tuesday, September 22, 2026, the U.S. stock market demonstrated remarkable resilience, holding firmly near historical record highs as a pull-back in global energy costs provided a vital counterweight to persistent hawkish pressure from the Federal Reserve. In this article we would like to share some of the core analysis highlights that we think would benefit investors. Core Analysis Highlights: Macro & Energy: Detailed breakdown of Brent crude dipping to $98.30 per barrel following diplomatic developments regarding the Strait of Hormuz, easing 10-year Treasury yields down to 4.953%. $US Treasury 10 Year Note ETF(UTEN)$ Sector Breakdown: In-depth tabular and narrative breakdown across all 11 primary S&P sectors, highlighting the strength

[你懂的]  Meta’s Muse Is Getting Attention. But Who Could Be the Real Beneficiary? Everyone is watching $Meta Platforms, Inc.(META) after the launch of Muse. But I think there’s a more interesting question: If people eventually stop opening Amazon, Nike, or individual shopping apps and simply tell an AI agent, “Buy this for me,” which company could quietly benefit from that shift? One name I’m watching is $Shopify(SHOP)$. Most investors still think of Shopify as a company that helps merchants build online stores. That’s only part of the story. How does Shopify actually make money? Shopify has two major revenue engines. The first is Subscription Solutions — merchants pay for Shopify’s software, including online stores, management tools, POS, analytics, and other services. The second