To The Moon

Here’s my view on the current market environment — in particular, the interplay between equities (stocks) and gold — given the latest key developments from the Federal Reserve (Fed) and the recent behaviour of bullion. --- Key background/context The Fed cut interest rates by 25 basis points to a target range of 3.75 %–4.00 %.  The Fed also announced it will end or very sharply reduce its quantitative-tightening (QT) / balance sheet runoff programme from 1 December, meaning it will stop shrinking its holdings of Treasuries and instead roll them over.  Importantly, the Fed emphasised that a rate cut in December is by no means assured — the decision remains data-dependent.  On gold: The metal recently breached USD $4,000 per ounce for the first time and is being driven by a com

Here is a professional-tone assessment of the upcoming earnings for AAPL (Apple) and AMZN (Amazon), including what to watch for, the potential for them to “turn the tide” of their recent under-performance, and my view on their trajectories. --- What to watch Apple For Apple the key items investors will be focused on: 1. iPhone sales and upgrade cycle – The strength of the current iPhone model and the upgrade momentum, particularly in major markets such as the U.S. and China, is critical. Analysts expect iPhone revenue for the September quarter of about US$50.1 billion, up ~8.5 % year-on-year.  2. Services growth – The App Store, Apple Music, Apple Pay, iCloud, etc., remain important as higher-margin growth engines and stabilisers in slower product cycles. 3. Overseas / China performan

Morgan Stanley’s “Vintage Value 2026” list highlights 16 top picks like Amazon, Walmart, Microsoft, Meta, and Visa — stocks seen as having strong risk-reward potential over the next year. I’d follow the list as a reference, not a blind buy. It’s built for a 12-month horizon, so do your own checks before investing. Amazon (AMZN): Still promising — AWS, automation, and cost savings could boost profits. Yet, high valuation and slowing consumer demand may limit near-term upside. I’m moderately bullish, but position sizing is key. Walmart (WMT): More defensive and stable. Growth in Walmart+, retail media, and e-commerce strengthens its long-term story. Despite short-term margin pressure, it fits cautious investors better. In short: both are strong picks, but Walmart offers steadier growth whil

Singapore's REIT scene is on fire right now, with powerhouse players churning out impressive earnings that scream opportunity for savvy investors chasing passive income streams. We're talking about rock-solid distributions, portfolio expansions, and a market rally that's got everyone buzzing. If you're eyeing that sweet spot where growth meets juicy payouts, buckle up—this deep dive uncovers the standouts, the strategies, and the one true beast dominating the dividend game. First off, let's break down the earnings firepower shaking up the sector. Sabana Industrial REIT just dropped a bombshell with its latest quarterly numbers, boasting a massive 38.4% jump in distribution per unit thanks to surging revenue and sharper net property income from optimized operations and fresh leases. Not far

My stock to watch today is Fiserv $FISERV INC(FI)$ . The company just cut its full-year earnings forecast for the second straight quarter and announced a major leadership shake-up as its merchant business slows. Shares plunged over 40% on Wednesday — a stunning drop for such a big payments firm — reflecting investors’ deep concern over weak growth in its Clover point-of-sale platform, where payment volume rose just 8% versus 15% a year ago. CEO Mike Lyons admitted performance is below expectations, but the new leadership team — including Paul Todd from Global Payments and co-presidents

Microsoft Earnings Review: The Much-Criticized CapEx Surge Is Merely a Catch-Up for Last Year's Slowdown $Microsoft(MSFT)$ ' s latest earnings report showed Azure cloud revenue growth of 39%, which actually exceeds $Alphabet(GOOG)$   Cloud's 33.5% growth. Yet after hours, Microsoft’s stock fell more than 3%, while Google's rose more than 7%. There are both reasonable and unreasonable aspects to this reaction. The unreasonable part: The market blamed Microsoft's 72% capex growth for beating expectations, but Google’s capex growth was even higher at 83.4%. In terms of revenue backlog growth, Microsoft's momentum is not weaker than

Meta Q3 Review: Not That Bad, Near-Term Margin Pressure, Monetization Potential Adds Resilience Core Financial Indicators Revenue was $51 billion, up 26% year over year and above expectations. Net income was $2.7 billion, down 83% year over year, but the headline decline masks a major accounting item rather than a collapse in operation. The results weren’t as bad as the GAAP print suggests because: 1. Net Income Plunge Driven by a One-Time, Non-Cash Tax Charge The results weren't as bad as the GAAP print suggests because the profit drop was driven by a one-time, non-cash tax charge. Meta recorded $15.93 billion in “provision for income taxes” in Q3, which pushed the effective tax rate to 87% and hit GAAP earnings without creating a current-period cash outflow. Management also noted that, u

The Fed's 25bps cut was priced in for weeks, so the market's initial pop felt more like relief than surprise. Powell's "December is not a done deal" line kept the door open for a pause, which means the bond market will stay on edge until the next jobs report. I'm watching the 10-year yield—if it holds below 4.3 %, risk assets still have room to run; anything north of 4.5 % and the party could stall. Nvidia single-handedly dragged the S&P 500 to a fresh high, but breadth is narrowing fast. When one name carries the index, I treat it as a yellow flag rather than a green light. My portfolio is overweight tech, yet I trimmed some Nvidia yesterday to raise cash—call it profit-taking with an eye on rotation into small-caps if the Russell 2000 can finally break 230. Gold rebounding to $4,000

I'm thrilled to see Apple and Amazon step up to the earnings plate this Thursday, because the market needs a jolt after the AI-fueled Nvidia mania. For me, Apple's report is the real litmus test: iPhone unit sales in China will tell us if the world's biggest consumer market is finally shaking off its post-COVID funk, and the services bundle (App Store, Music, Pay) is the margin rocket that keeps the stock aloft even when hardware stalls. I've been pounding the table on Apple's installed-base monetization for years; if services growth accelerates past 15%, I'll view any share dip as a screaming buy before the iPhone 17 cycle hits in 2026. Amazon, on the other hand, is the ultimate two-headed beast. AWS remains the profit engine, and I'm laser-focused on whether cloud revenue growth re-accel

$ISHARES MSCI SOUTH KOREA ETF(IKO.AU)$ close off my south korea etf fund...

$AML3D LTD(AL3.AU)$ If you have been following my posts, you know I am a "bag holder" for AL3. Frankly speaking, being a bag holder has always been associated with bad trading discipline. However, to me, not every stocks or companies are the same. I am struggling between sharing AL3 or my bag holding story of silver and gold stocks, both are in the correction phase. AL3 gets the pick since it has been my US$1000+ profit share for the longest time in 🐯 app. The impact as a bag holder for this company is perhaps more pronounced. What happened? And why did I not sell when I was easily up by 200% and more!? Is this greed or stupidity? Perhaps I would called it blind faith... [Tongue]  [Duh]  [LOL]  [Facepalm]   Nah... strong

$TSLA 20251128 400.0 PUT$   the volatility in this bullish momentum is great 

$SoFi Technologies Inc.(SOFI)$   Taking profit thru covered call, now waiting for right price to buy back. A good stock worth to hold.

$CVS 20251031 75.0 PUT$ Close early in view of market volatility 

$NVDA 20251121 195.0 CALL$ It was a hard call to close but i shall learn to be humble and learn when to restraint and close profits whichever it comes. From selling options to buying call. Reading technicals and report every day taught me to be mindful and awareness of volatility. Some losses some gains. Hope everyone have their profits too

$NVDA 20251121 220.0 CALL$ riding the wave $220 target before earnings!