To The Moon

🟩 🦖 Thinking of investing in CICT? Join Iggy as we dive into Capitaland Integrated Commercial Trust's Q3 2025 results and uncover whether it’s time to buy, hold, or wait. Packed with insights, this video breaks down everything you need to know about Singapore’s largest REIT and how it fits into your investment strategy. 📊 Shedding light on the key takeaways: - **Fortress Singapore Strength**: With a stellar 97.2% portfolio occupancy and strong rental reversions of up to 7.8%, CICT’s prime assets continue to shine. - **Modest Growth**: Like-for-like NPI growth at 1.4% and tenant sales at 1% (excluding Ion Orchard) show stability, but not fireworks. - **Balance Sheet Discipline**: Leverage is steady at 39.2%, with 74% of debt locked at fixed rates—protection in an uncertain economy. - **Futu

Berkshire Hathaway's Q3 Triumph: Navigating Buffett's Sunset and a $382 Billion War ChestBy Grok Insights | November 2, 2025In a quarter that feels like the calm before a seismic shift, Berkshire Hathaway Inc. BRK.A, BRK.Bdelivered blockbuster results for the third quarter of 2025, underscoring the enduring strength of its diversified empire even as its legendary architect, Warren Buffett, prepares to step aside. With operating earnings surging 33% year-over-year to $13.5 billion and a net income of $30.8 billion, the conglomerate is firing on all cylinders. Yet, the headlines are dominated not just by profits, but by a record-breaking cash pile of $381.7 billion and the poignant reality of Buffett's retirement at year-end—a transition that could redefine how investors view this $1 trillio

Earnings Calendar (03Nov25) EARNINGS We are monitoring the upcoming earnings reports for a portfolio of key companies, including Palantir, Uber, Pfizer, McDonald’s, Qualcomm, Airbnb, BP and AMD. Let us look at McDonald’s. Stock Performance & Valuation Year-over-Year Growth: The stock price has increased by 4.8% compared to one year ago. Analyst Sentiment: Technical Analysis: Recommends a “Strong Sell.” Analyst Consensus: Recommends a “Buy.” Price Target: The current price target is $330, which implies a potential upside of 10.61%. P/E Ratio: The current Price-to-Earnings (P/E) ratio stands at 25.4. Revenue and Profitability Trends Revenue: Annual revenue grew from $25.4 billion in 2015 to a 1

Market Outlook of S&P500 (03Nov25) Technical observations: MACD analysis indicates a bullish trend. The Exponential Moving Averages (EMA) are aligned in an uptrend, which supports a bullish outlook. The 3 EMA lines may start converging. Both the 50-period and 200-period Moving Averages (MA) are showing an uptrend, suggesting a bullish market sentiment in both the short and long term. The Chaikin Money Flow (CMF) is positive at 0.07, indicating an influx of buying volume over the last 20 periods. We recognise that the buying momentum is weakening, as seen from the downward trend of the CMF chart. For the S&P 500 daily interval, 21 technical indicators recommend a strong buy, while only one suggests a sell. Candlestick outlook Short-Term Outlook (Next We

Reddit Q3 Review: Record-High Net Profit Margin, Rivals Meta; International Users Up 30% YoY This quarter, Reddit's revenue jumped 68% year over year, and margins looked like a well-oiled ad machine: net margin 28% and adjusted net margin 40%. Whether the stock can keep pushing higher now hinges on two things: can international replicate the U.S. playbook, and can those profitability levels hold. Q3 Key Financial Highlights Revenue was $584.9 million, up 68%; ad revenue $549 million (+74%); other revenue $36 million (+7%). Gross margin 91.0%; GAAP net income $162.7 million (net margin 28%); adjusted EBITDA $236.0 million (40% margin). For comparison, the social media giant Meta's normalized net margin has hovered in the 30–40% range over the past several years. Cash flow and balance sheet.

$iShares Bitcoin Trust ETF(IBIT)$ $Coinbase Global, Inc.(COIN)$ $CME Bitcoin - main 2511(BTCmain)$ 🚨📰💰 $IBIT Outflows Deepen as Crypto Bill Deadline Looms 🇺🇸 I’m seeing a clear divergence between sentiment and structure. $IBIT’s Q-Score just slid to 3, its weakest reading in over a month, even as $296M in positive GEX keeps institutional hedges alive. The spot chart shows compression near $62 with Keltner resistance at $64.20 and downside liquidity pooling near $60. Implied volatility at 0.44 flags that traders are bracing for sharp moves. 🚨 U.S. Senators are racing to finalise the crypto bill before Thanksgiving, and Coinbase’s CEO confirms there’s a real c

Earlier this month, Trump once again announced a 100% tariff on Chinese goods. Yet this time, the S&P 500 didn’t flinch as much. Perhaps markets have grown used to the pattern — what many now call the “Trade War Cycle.” Over the weekend, while markets were closed, Trump visited Malaysia as part of his Asia tour ahead of his meeting with Xi in Korea. Although framed as an ASEAN Summit, the real highlight was a quick negotiation between the US and China — a prelude to the APEC Summit. This gave ASEAN countries a moment of prestige, playing host to what may turn out to be a pivotal step in thawing tensions between the two superpowers. Trump’s deputies wasted no time engaging their Chinese counterparts. In a swift turnaround, both sides announced that a preliminary deal had been struck. De

My stock in focus today is $Grab Holdings(GRAB)$ , as the company is set to announce its earnings results later today. This report will be closely watched by investors eager to see how Grab’s ride-hailing, food delivery, and financial services segments have performed amid growing competition and evolving consumer spending trends across Southeast Asia. Market participants are also paying attention to updates on its path to profitability, as management has been emphasizing cost efficiency and margin improvement. With the region’s digital economy continuing to expand rapidly, Grab’s earnings could offer key insights into the strength of Southeast Asia’s on-demand and fintech ecosystem. @Daily_Disc

🏦 SG Banks Earnings Season: Can DBS, UOB & OCBC Keep the Charge? Or Is the Golden Rate Cycle Finally Peaking? 💰🇸🇬 Singapore’s banking trio — DBS, UOB, and OCBC — are stepping into the spotlight. After U.S. giants like JPMorgan and Goldman kicked off earnings with strength, all eyes now turn east. The question: Can the Lion City’s banks match Wall Street’s resilience — or are we nearing the top of this golden cycle? --- 🌏 1️⃣ Global Context: From “Higher for Longer” to “Pivot and Pressure” U.S. banks are rebounding on strong trading income and resilient consumer credit. But under the surface, the tide is shifting — net interest margins (NIMs) have plateaued as the rate cycle peaks. Singapore banks are now in a similar spot. Their record profits from higher lending rates were built on th

Buckle up, investors—this breakthrough US-China trade agreement is reshaping global markets overnight, slashing tariffs, unlocking critical resources, and supercharging economic momentum. After months of high-stakes brinkmanship, the White House has unveiled a deal that curbs China's fentanyl precursor exports, pauses new restrictions on rare earth elements like gallium and germanium, and eases automotive chip bans vital for industries worldwide. In return, the US dials back tariffs to 10% on targeted imports, paving the way for massive soybean purchases and stabilized supply chains that could ripple through everything from tech gadgets to electric vehicles. This isn't just a truce; it's a calculated reset aimed at dodging recession risks while bolstering American farmers and manufacturers

Berkshire’s latest print reinforces a familiar theme: the core machine is still compounding at scale, but capital deployment remains extremely conservative. Operating performance A 34% YoY lift in operating profit – with underwriting tripling – confirms that the “boring engines” (insurance + BNSF + utilities + manufacturing) are still structurally healthy. Insurance underwriting – especially when interest rates remain high – is again a strategic weapon. Float-based investing in a high-yield environment is attractive, and Berkshire benefits disproportionately because it can underwrite profitably and invest the float at scale. Capital allocation stance The absence of buybacks is notable given the share price drawdown. There are two professional interpretations: 1. Buffett/Munger’s traditiona

The idea of using Pfizer (PFE) as a hedge against a potential AI bubble pop is generally supported by its characteristics as a defensive stock in the healthcare/pharmaceutical sector. Rationale for Pfizer as a Hedge Defensive Sector: The demand for pharmaceutical products is considered inelastic because people need medication regardless of the economic climate. Unlike high-flying tech companies sensitive to economic downturns, drug sales and healthcare expenditures tend to be more resilient, offering a degree of insulation during a market crash. Low Correlation: The pharmaceutical sector, especially large-cap companies like Pfizer, typically has a lower correlation to the highly volatile technology indices (like the NASDAQ 100). A sharp sell-off in AI/tech stocks may not equally impact the

🟩 🚗 **Nio Shocks Markets: Strong Growth, But What's Next?** Join Iggy, your trusted investing iguana, as we dive into the latest market buzz packed with insights to help sharpen your investment decisions! In this episode, we’re shedding light on Nio’s jaw-dropping 92.6% delivery growth for October 2025 and what it means for the competitive EV market. But here’s the kicker—despite the strong numbers, Nio's stock dipped. Why? It’s all about margins, profitability, and whether this growth can sustain in a crowded market with Tesla and BYD in the mix. 📉 Meanwhile, Singapore’s Straits Times Index reflects a cautious mood, and we explore company-specific news—from Capitoland’s temporary occupancy dip to Yangzijiang Financial’s bold spinoff move. Plus, don't miss the boardroom drama at Nam Lee Pr

🟩 🦖 **FCT's Secret to Thriving in a Tight Retail Market** revealed! Join Iggy as we dive into the numbers and strategies driving Frasers Centrepoint Trust’s incredible performance in FY '25. In a market squeezed by limited supply and economic challenges, FCT is proving there’s always room for smart moves. 📊 🔥 This video is packed with insights into FCT’s winning formula, including growing distributions, premium acquisitions like Northpoint City South Wing, smart capital raises, and fortress-level occupancy rates of 98.1%. Whether you're holding suburban retail exposure or considering it, you’ll learn how FCT is reshaping the Singapore retail REIT market. 💡 Shedding light on key data: - Tenant sales up 3.7% and lease renewals jumping 7.8%, showing strong rental growth. - Robust capital stru