To The Moon

🌟🌟🌟The global financial ecosystem is feeling some serious heavy gravity right now.  When the benchmark US 10 Year Treasury yield punched through the 5% intraday ceiling, it sent a massive shockwave across the markets globally. 5% isn't just a number.  It is a financial super magnet.  When "risk free" government debt pays that much, it rips capital right out of speculative assets.  It is the ultimate showdown between the unstoppable force of the AI hype train and soaring bond yields. Can Equities Hold the Line? Think of the stock market like a house on stilts where interest rates are the termites.  At 5% risk free yields, equity valuations begin to look incredibly fragile.  Why should an investor risk his hard earned cash on high flying tech companies when Uncl

🌟 The Great Semiconductor Dilemma: Bottom Fishing vs The Earnings Trap?  The Buy the Dip team believes that $NVIDIA(NVDA)$ & $Micron Technology(MU)$ are trading at massive discounts compared to their all time highs.  If the AI thesis hasn't changed, waiting for the perfect bottom means you may miss the train when the institutional funds inevitably flood back. The Technical Breather Analyst believes that buying NVIDIA or Micron now is like rushing out of the storm shelter because the monsoon rain stopped for 5 minutes. The Logic: Overnight action seems like it is a technical rebound.  The shorts are covering their positions and algorithms are taking a quick breather. The real truth does

Cognizant Technology Solutions Corporation (CTSH) provides consulting, technology & outsourcing services in North America, Europe & Internationally. It operates through four segments: Financial services, Health services, Product & resources & Communications, Media & technology. It comes under Technology Sector & trades as “CTSH” ticker at Nasdaq. In monthly, CTSH ended ((II)) in double correction at $37.08 low in blue box area & favors rally in ((III)). Further upside in ((III)) will confirm above March-2022 & extend towards $130.5 – $188.2 area. Buyers got risk free longs from monthly blue box area, favoring upside. CTSH – Elliott Wave Latest Weekly View: In monthly, it started Grand Super Cycle from 1998 low. It ended ((I)) at $93.47 high in March-2022. Wi

Yes, AI security has the ingredients of a major investment theme, but I would separate the theme from the short-term stock price. The key question is whether AI creates enough new security spending to turn today’s headlines into sustained revenue and earnings growth. The recent rotation is logical: as companies deploy more AI agents, cloud workloads and automated software, they also create more identities, endpoints, data flows and attack surfaces that need protection. Recent warnings from AI companies have highlighted the security risks surrounding increasingly capable AI systems. At the same time, cybersecurity companies are reporting strong demand. For my three-stock watchlist, I would look at CrowdStrike (CRWD), Palo Alto Networks (PANW) and Fortinet (FTNT) because they give me three d

This is exactly what many already knew. The funny part is knowing something and admitting what it means are two different things on Wall Street. Inflation too high? Everybody knows. Oil and war making it worse? Everybody knows. Labour market resilient? Everybody knows. So the Fed has room to fight inflation instead of rushing to rescue asset prices. And yet: “Yeah, but when cuts?” 😂 My friend, the Fed just HIKE. Not cut. HIKE. The assumption of cheaper money has met an inconvenient reality: inflation remains a problem, the economy can tolerate tighter policy, and the Fed is showing inflation comes first. This doesn't mean “Fed hikes, stocks crash tomorrow.” The point is simpler: the price of money matters. Yields matter. Valuation matters. When safer assets offer meaningful returns, paying

$Mapletree Log Tr(M44U.SI)$     Dividend of 1.816 cents will be credited today, nice. Hopefully, no rate hike. Rate hike of 0.25%. US indexes all down.  Futures is turning positive.  • Available DPU edged 0.2% higher year-on-year supported by resilient portfolio performance • Healthy operating metrics: 96.4% occupancy and 2.3% rental reversion outside China • Active portfolio rejuvenation with proposed divestments of two properties in China and a property in Singapore for approximately S$155 million. Financial Highlights Gross revenue and net property income (“NPI”) for 1Q FY26/27 increased by 0.8% and 2.0% year- on-year (“y-o-y”) to S$178.9 million and S$156.4 million respectively. The increase was largely driven by contrib

For me, the biggest takeaway from James Early is the “capybara” mindset. I do not want to react to every headline about debt, rates or AI. I would rather stay calm, focus on the bigger picture and let the market create opportunities through short-term overreactions. I am also interested in his view that AI leadership could broaden beyond the Mag 7. I still believe AI infrastructure and semiconductors have strong long-term potential, but I think stock selection will become increasingly important as the market becomes more selective. Earnings growth outside the biggest names is something I will keep watching. Overall, I agree with the idea of focusing on durable business economics rather than trying to predict every macro move. Markets will always have noise, but my approach is to stay pati