To The Moon

Apple of the Eye... Back in Focus? 🍎👁️ Remember that market earthquake? Apple's stock, usually the apple of every investor's eye, took a sharp dive after the tariff announcements. We saw a shocking 19% plunge in three days, a freefall not seen since 2001. Shares tumbled from $223 to $175, erasing $700 billion in market cap. Even with some recovery, things looked shaky. But here's the game-changer: Trump's decision to exempt electronics, including smartphones, from the tariffs. This significantly alters the landscape for Apple. Why is this crucial? Because the primary fear driving the stock's decline was the potential for tariffs to drastically increase production costs, impacting iPhone prices and demand. With this exemption, that immediate threat is largely mitigated. Now, let's revisit t

The Importance of Diversification in a Stock Portfolio Diversification is like not putting all your eggs in one basket—it’s a strategy to spread your investments across different stocks, sectors, or asset types to reduce risk and smooth out returns. In a stock portfolio, it’s a cornerstone for balancing potential gains with protection against losses. Whether you’re holding PLTR at $74.01 or eyeing broader markets, diversification keeps you from getting burned when one bet goes south. Here’s why it matters and how it works. What Is Diversification? Diversification means owning a mix of investments that don’t move in lockstep. If one stock (say, Tesla) tanks, others (like Coca-Cola or a utility) might hold steady or rise, cushioning the blow. It’s about variety—across companies, industries,

The tariff exemptions for smartphones, computers, and chips, announced on April 12, 2025, are a significant relief for Apple and Nvidia, as they avoid the 125% China tariff and 10% global baseline tariff on key products. This covers roughly $390 billion in U.S. imports, including $101 billion from China, based on 2024 trade data. For Apple, which relies heavily on Chinese manufacturing, the exemption prevents potential price hikes (e.g., iPhones projected at $2,300) that could have hurt sales and margins. Nvidia benefits as its AI chips and related components, mostly made in Taiwan , dodge costly levies, supporting its data center and AI infrastructure growth. 2030 with stable tariffs and diversification, implying 10% annualized returns. Nvidia’s growth, tied to AI dominance, could push sh

$Alibaba(BABA)$  Please crash again so I can buy more. Is a good thing that Alibaba corrected down from the high of $147, provided me an opportunity to accumulated more BABA. Traders/speculators have already took profit and left, only real investor now holding on. This is a great company with low PE, high intrinsic value, high free cash flow and fore runner in AI, E-commerce and Cloud services in China, at current price is too tempting not to buy more. Don't miss this opportunity :)

$CapLand China T(AU8U.SI)$   WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if

All in or Fear? Opportunity Is Real, React is must, Strategy Is Key The latest tariff hike signals a shift in global market dynamics. It’s not just noise — markets will move, and reacting is necessary. But how we react matters. Strategy is what separates clarity from chaos. Here’s what to focus on: 1. Be measured in capital deployment Chasing headlines can backfire. Partial entries, wider stops, and flexibility help you stay in control. 2. Understand sector sensitivity Export-driven industries may face headwinds. Domestic demand or policy-driven sectors might hold better in the short term. 3. Watch macro movements USD strength, rate expectations, and commodity volatility will shape global sentiment. Let these guide your view. 4. Let the market show its direction Volatility offers setups —

Apple, Nvidia Score Major Wins With Tariff Exemptions On IPhones And Other Tech Dow Jones $Apple(AAPL)$  $NVIDIA Corp(NVDA)$  $SPDR S&P 500 ETF Trust(SPY)$  $Nasdaq 100 Trust(QQQ)$   Smartphones, laptops and equipment for chipmaking are among items exempt from China tariffs under new guidance from the government Apple Inc. got "the best news possible" overnight, according to an analyst, as the Trump administration exempted smartphones and other consumer electronics products from tariffs. Shares of Apple

Tariff Relief: What’s Next for Apple & Nvidia? The recent U.S. tariff exemptions have provided much-needed breathing room for global tech giants — but this is not the end of the story, just a reset. Market Recap: • Apple dropped ~20% after the April 2 tariff announcement but recovered to $198.15, still 11.5% below pre-tariff levels. • Nvidia fell ~14.6%, then fully rebounded to $110.93 — back above its April 2 level. Why the difference? • Apple is still deeply tied to China’s manufacturing ecosystem. Even with exemptions, the underlying exposure hasn’t changed. Diversification is underway, but it’s a long road. • Nvidia, meanwhile, benefits from global AI demand, and its core components received tariff exemptions. Clearance to sell AI chips to China further strengthens its position. Lo

Understanding Risk Tolerance in Stock Investing Risk tolerance is how much uncertainty or potential loss you’re comfortable with when investing in stocks. It’s a personal gauge of your ability and willingness to handle the ups and downs of the market—think of it as your stomach for the rollercoaster ride of stocks like PLTR at $74.01 (April 6, 2025). Knowing your risk tolerance shapes what you buy, how you diversify, and whether you sleep at night. Let’s break it down. What Is Risk Tolerance? Risk tolerance reflects two things: Ability: Your financial situation—how much you can afford to lose without derailing your goals (e.g., retirement, buying a house). Willingness: Your emotional comfort with market swings—can you shrug off a 13% PLTR drop (like April 4, 2025) or does it keep you up? I

Ive gone from a dollar cost averaging investor to a dollar cost averaging options trader. Currently my portfolio has halved in value and if there isn't a face melting rip it will stay that way. I'm not leveraged so I've not been liquidity until I sell at a loss. It's not all rainbows and lollipops but sometimes you've got to risk it for the biscuit!  Something i will say is that there is so much money on the sidelines and/or in put options that when the narrative changes and that money makes it's way back into the market it will be a face melting rip that sets a new historical record

Former US Secretary of State Blinken commented on the tariff policy: The world will no longer trust the United States, which is not good for us.A weakening US dollar and 145% tariffs will be a double whammy for US consumers.Why is the $USD Index(USDindex.FOREX)$ 's downward trend so important for $Gold - main 2506(GCmain)$ investors? Because of its inverse correlation with gold price Indeed, when the world's reserve currency is doing poorly, gold plays its role as store of value Below: $DXY VS M2-adjusted gold (inverted scale) @ValueSeeker_The DXY is currently revering towards its Purchasing Power Parity, after years of overvaluation.@ValueSeeker_The DXY is now breaking its multi-year suport

$TQQQ 20250516 80.0 CALL$ Bought the wrong call by accident when it was at a low price , I believe the stock market will rebound and this share price will go up . Highly risky move with a slight downside . The question is how long will the trade war lasts 

$COIN 20250417 190.0 CALL$ Managed to sell this at open. Happy to be making profits so fast. Better not to count chickens too soon. 🙏

I'm still trying to wrap my head around the whole tariff war thing, but if I had to take away one thing from this wild ride, it's the importance of diversification. I took a closer look at my portfolio and realized it's super heavy on US tech stocks. I have a small position in KWEB (Chinese tech, I think?) and YINN to balance it out, but I knew I needed to spread my bets even more. So, on Liberation Day (whatever that means), I decided to take a chance and buy the dip by opening a position in $Vanguard Total International Stock ETF(VXUS)$ . From what I understand, VXUS is a basket of great global companies, but specifically excludes US, which I think is a smart way to diversify. 

$ST Engineering(S63.SI)$  share P&L to complete task 

$BYD COMPANY(01211)$  $BYD COMPANY(01211)$  Trump tariff might have opened doors for Chinese EVs into Europe. Up baby up!