To The Moon

I think $DBS Group Holdings(D05.SI)$ will continue to shine this quarter. Its diversified income streams, especially from wealth management and trading, have been strong buffers against lower lending margins. With Hong Kong’s rate rebound and solid hedging strategies, I believe DBS’s NIM will hold up better than peers, supporting another quarter of steady earnings growth. Given its track record of beating estimates and the bank’s strong momentum from record AUM and robust trading income, I’m optimistic about a positive market reaction after the results. Investors have been rewarding consistency and profitability, and DBS checks both boxes. That’s why I’m predicting DBS will deliver good earnings and close at S$56 next Friday. As for which bank

$TSLA stats: 1) Is the only Maggy 7 left yet to hit a new ATH in 2025. It's close though. I suspect we get there within the last 2 months of the year. 2) Is up 3 months in a row, has not had 4 green months in a row since mid 2021. Momentum still momentum'ing. 3) Entering a seasonally strong November. Closed green in 6 of the last 7 Novembers for an average return of 14.42%. $500 would be a nice headline in the media and gravitational magnets towards nice whole round numbers in play. Voodoo? perhaps. I wouldn't short it, not yet anyways.

According to Sawyer, the In-N-Out test drive seems to signal $TSLA starting production of a new vehicle in 6 months as we saw with Cybertruck. If this repeats with the CyberCab and we get a re-accumulation phase, then H1 2026 really might be the last time we see the $400s and $300s for TSLA before shares get re-rated higher. The start of CyberCab production will play a role in completing the re-accumulation phase as it signals Tesla is ready for Unsupervised FSD. So it’s possible April, May, or June could be when Tesla starts CyberCab production. The CyberCab related job listings are a signal. The CyberCab coming with a steering wheel or not is an interesting discussion, and has massive implications. Tesla being able to exceed the 2,500 limit for their fleet can lead to the rerating us Tes

$Navitas Semiconductor Corp(NVTS)$  Navitas Semiconductor might not be a household name yet, but it’s one of those smaller tech companies quietly working on the kind of technology that could shape the future. The stock trades around USD 13–14 per share, and while it’s much smaller than the big tech names, its ideas are big. The company focuses on gallium nitride (GaN) and silicon carbide (SiC) semiconductors — advanced materials that are faster, more efficient, and more compact than traditional silicon chips. These chips are becoming crucial in electric vehicles, renewable energy systems, and even the power supplies behind AI data centers. Financially, Navitas is still in the early growth phase. It made around USD 83 million in revenue last y

$Palantir Technologies Inc.(PLTR)$  So, Palantir is trading at about US $200.47. It’s shot up quite a bit and people are definitely paying attention. The company is no longer just a “government contract” tech outfit — it’s branching into commercial sectors and making waves in AI, data analytics, and enterprise software. Palantir helps big organisations — governments and companies alike — make sense of massive and complex datasets. They build platforms that allow users to visualise, analyse, and act on that data. The world is moving more and more in that direction, and Palantir is right in the mix. Financially, Palantir has crossed important milestones: it’s generating real revenue, and its commercial business is growing. The profit side had b

$Alphabet(GOOG)$  So, Alphabet is currently trading around US $281.82 per share, and the company is absolutely massive with a market cap nearing US $2.93 trillion. That’s big—but there’s a lot behind the scenes that makes this more than just “big.” In its recent reporting, Alphabet had a quarter where revenue came in around US $90.2 billion, up about 12% year over year, showing the business is still growing even at this scale.  And its net income, margins and financial strength suggest this isn’t a one-hit wonder—it has staying power.  What I like about Alphabet: • They’re the search + advertising giant — so you’ve got a business that already earns tons of money. • But they’re not sitting still. They’re pushing int

$ARM Holdings(ARM)$  So, ARM is trading at about US $170 per share. Right off the bat, this isn’t some small speculative name anymore — it’s a key player in a big shift. What I like about ARM: • Their business is licensing chip designs and technology that nearly everyone uses — think smartphones, data centres, edge devices. The company just reported annual revenue of over US $4 billion, and royalty/licensing revenue hit new highs.  • They’re not just dominant in what they’ve already done — they’re positioned for what’s next. AI workloads, new data centres, specialised processors, edge computing — ARM’s tech is right in the middle of all that. • Because their model is more about IP/licensing (less about owning big man

$Amazon.com(AMZN)$  Okay, so Amazon is currently trading around US $244 a share. Big company? Absolutely. But what’s interesting is that even at this scale, it’s still growing and transforming in ways that make me believe it’s a solid long-term hold. Here are a few things that stand out: 1. Strong recent performance • In the most recent quarter (ended June 30, 2025), Amazon posted net sales of about US $167.7 billion, which is around 13% higher than the same quarter last year. • Their cloud arm, AWS (Amazon Web Services), grew roughly 17.5% year-over-year to about US $30.9 billion in that quarter. • In the earlier quarter (ended March 31, 2025), net sales were ~US $155.7 billion, up around 9-10% year-over-year, and n

$PayPal(PYPL)$  Target $150 - So first up, the stock is sitting around US$69 right now — which feels like an interesting entry point if you believe the digital-payments wave keeps rolling. Here’s what catches my attention: • PayPal’s been doing more than just maintaining the status quo. Their revenue for the trailing twelve months is about US$32.3 billion, so they’re still growing even in a crowded space. • Net income is improving. For a recent quarter they pulled in roughly US$1.26 billion, showing that profitability is becoming more consistent. • Growth plans: they’re pushing hard into things like “branded checkout” (their payment button/service that merchants embed), expanding Venmo, building out global wallet con

Will DBS close above S$55 this Friday? Short answer: It seems unlikely, though not impossible. Here’s the reasoning: Arguments against closing above S$55 • Current analyst consensus for DBS is clustered around ~S$52–S$54 for the 12-month horizon. For example: the average target is ~S$52.98. • In fact, one research house has flagged that the share is “trading close to fair value (S$54)” and has downgraded DBS from Buy to Hold. • So, S$55 is above many of the targets (and the implied upside is modest) — hitting above S$55 in a single week would require a catalyst (very strong macro surprise, excellent earnings preview, etc). • From a risk-perspective: banks are sensitive to interest‐rate outlooks, credit cost surprises, macro weakness — any negative surprise could ease off momentum. Argument

Short answer: It seems unlikely, though not impossible. Here’s the reasoning: Arguments against closing above S$55 • Current analyst consensus for DBS is clustered around ~S$52–S$54 for the 12-month horizon. For example: the average target is ~S$52.98. • In fact, one research house has flagged that the share is “trading close to fair value (S$54)” and has downgraded DBS from Buy to Hold. • So, S$55 is above many of the targets (and the implied upside is modest) — hitting above S$55 in a single week would require a catalyst (very strong macro surprise, excellent earnings preview, etc). • From a risk-perspective: banks are sensitive to interest‐rate outlooks, credit cost surprises, macro weakness — any negative surprise could ease off momentum. Full post - Read in my bio All the best in you

OpenAI could theoretically hit a $1 trillion valuation if it manages demand and infrastructure costs, but the high-risk nature of AI could make it difficult to sustain long-term if costs outpace revenue OpenAI may be a blessing for productivity and innovation, but a curse for labor markets and those concerned about speculative bubbles A $1 trillion valuation is ambitious but possible, relying on revenue growth and cost management, though it is risky due to the speculative nature of the market Investors may want to join cautiously, given the growth potential of AI, but should be wary of inflated valuations and speculative risks without clear long-term strategy The massive investments in AI are exciting but could signal overhyped valuations, monopoly risks, and ethical concerns in the future

CapLand IntCom T (C38U) has gained 30% YTD, with future growth potentially limited unless a new catalyst emerges, making it more suitable for income-focused investors。。。 The dividend yield, while historically solid, may have compressed due to the recent price rise, but it remains attractive for long-term income seekers Growth potential may attract capital appreciation investors, but it is important to assess if further gains are likely after the rally The REIT remains appealing for dividend-focused investors, while growth investors should consider whether additional gains are possible, with the decision ultimately hinging on the preference for growth potential versus dividend yield Tag :@Huat99  

I do expect the 3 major Singapore Banks, especially DBS, to do well. DBS has actually been on a roll since the last year and the trend seems to indicate that this could continue. The onus is on OCBC & UOB of course to pick up steam and catch up with DBS - their share prices were close to DBS even about 1-2 years ago while they have fallen very significantly behind it now. So, in a way, these 2 have been unfair and incompetent vis-a-vis their customers and shareholders which is quite a disappointment. 

Here is a considered view of how DBS Group (DBS), Oversea‑Chinese Banking Corporation (OCBC) and United Overseas Bank (UOB) stand ahead of their upcoming earnings, whether they can follow the strong start of US banks, and whether they might be good buys ahead of earnings. --- ✅ What is positive DBS stands out among the three for several reasons: It has shown stronger revenue momentum: for 1H 2025 DBS had ~5 % total income growth year-on-year compared to UOB ~2 % and OCBC negative ~-1 %.  Its return on equity (ROE) remains highest among the peers (~17 % in 1H 2025) and cost-income ratio is among the best in class.  Analysts are relatively more bullish on DBS: for example, its buy ratings are more numerous and its dividend outlook is viewed favourably.  It also has a strong ca

For the past two years, the AI investment thesis has been deceptively simple: the company that acquires the most Nvidia GPUs wins. This "chip rush" has fueled a historic rally and led to a market-wide obsession with silicon. But a startling new reality, one reportedly admitted by Microsoft own CEO Satya Nadella, has exposed a deep flaw in that logic. Microsoft, one of the world's most aggressive GPU buyers, is now sitting on a growing stockpile of expensive, high-end NVIDIA chips that are idle. Why? Not because AI demand is slowing, but because they have nowhere to plug them in. The AI boom has hit a hard physical wall. The primary bottleneck for development has decisively shifted from a shortage of chips to a crisis in infrastruc

🦾NVIDIA’s Korea Move: The “Virtuous Cycle” of AI Is in Motion After stealing the spotlight at GTC, Jensen Huang didn’t rest. He boarded a plane straight to Seoul, not for fried chicken — but to close billion-dollar deals. In Korea, Huang announced 260,000 Blackwell GPU orders across major Korean firms. But what caught the world’s attention wasn’t just the sales figure — it was a new concept he introduced at the APEC CEO Summit: > “The Virtuous Cycle of AI.” --- ♻️ The Virtuous Cycle of AI The idea is deceptively simple: Stronger AI models → attract more users → generate more profits → fuel larger investments → build even stronger AI. This flywheel, Huang argues, explains why tech giants are pouring over US$300 billion into data centers in 2025. It’s not mania — it’s capital responding t