To The Moon

🟩 If you’re watching the Singapore market today, you probably felt the confusion. SingPost just announced a massive price hike on stamps, which feels like a desperate move from a legacy giant. At the same time, the Straits Times Index dropped as investors flee to safety ahead of the Federal Reserve’s decision. To the average investor, it looks like the market is flashing danger signals everywhere, and the temptation to sell and run is high.But if you panic now, you might miss the real story happening under the radar. While the headlines focus on 52-cent stamps and interest rate fears, the smart money is quietly making moves into future-proof assets that most people are ignoring. In this video, we strip away the noise to reveal why OCBC’s latest billion-dollar "green steel" deal is the most

A 25 bp cut on 10 December is largely priced in, so the market’s reaction will depend less on the cut itself and more on Powell’s guidance. If he signals confidence in disinflation and avoids hinting at a policy pause, risk assets can continue to advance. Liquidity conditions are already improving, and seasonality typically supports year-end strength, so an orderly grind higher is still possible. The risk is a “sell the news” move if Powell stresses data-dependence or pushes back against aggressive easing bets. Positioning has shifted repeatedly in the past two months, and any sign of hesitation could trigger short-term volatility. For 2026, the framework should be simple. Cuts will be determined by two forces: the durability of disinflation and the resilience of labour markets. If inflati

Regulatory pressure has become the central variable in the Netflix–Warner Bros. situation. Trump’s comments highlight that any US$72 billion bid faces a steep antitrust hurdle, because a Netflix–WBD combination would concentrate both content and distribution power. Even if the economics look attractive, the political overhang creates significant execution risk. That limits near-term bullishness for Netflix, since a large deal with uncertain approval typically weighs on sentiment. Paramount’s proposal to acquire Warner Bros. Discovery at US$30 per share is more straightforward. A cash offer places a floor under WBD’s valuation and signals that industry consolidation interest remains strong. The key question is whether WBD’s board views Paramount’s price as credible and whether competing bid

The signal that Nvidia may resume H200 sales to China is meaningful because China once accounted for roughly 20 to 25 percent of its data-centre demand. The export restrictions created a structural gap in Nvidia’s growth trajectory, and the company’s attempts to replace that revenue with downgraded “China-compliant” chips had limited success. If policy genuinely shifts, even a partial reopening of the China market could stabilise Nvidia’s forward revenue expectations. That said, one must separate headline reaction from actual earnings impact. Approvals, licensing terms and volume caps are still unknown. China demand is strong, but the competitive landscape has evolved, with local accelerators and Huawei’s Ascend series gaining traction while Nvidia was restricted. The recovery will not be

🚨🚨🚨📰 Market Analysis Summary: December 9, 2025 The market is characterized by pre-Federal Reserve caution in traditional finance and a modest cooling in the crypto space, though both remain near recent highs. 🏛️ Traditional Stock Markets (US & Global)  * Sentiment: Cautious and generally lower as investors await the highly-anticipated Federal Reserve (Fed) policy meeting later this week. Expectations of a possible Fed rate cut are driving short-term volatility.  * Performance: Major US indices (Dow, S&P 500, Nasdaq) are registering slight declines, consolidating after recent gains.  * Macro Focus: The primary driver remains the upcoming Fed Interest Rate Decision (expected on Wednesday, Dec 10th) and the language used regarding future monetary policy.  * Key Eco

🟩 If you own ESR-REIT or you are hunting for yield on the SGX, that 7.9% headline number will catch your eye. You know T-bills pay about 3%, so a yield this high can feel like either a gift or a trap. In this video, Iggy breaks down whether ESR-REIT is a solid income engine for your CPF and SRS, or a time bomb wrapped in dividends.​You will see how the 23% revenue growth compares with almost flat DPU, and why dilution and gearing matter more than the glossy top-line. Iggy also walks through InvestingPro’s fair value model, the Japan logistics angle, the REC Solar concentration risk, and the silent drag from land lease decay. By the end, you will see the full risk–reward picture in simple numbers, not sales talk.Watch this video all the way through to learn Iggy’s exact verdict: why he rate

The United States has approved NVIDIA $NVIDIA(NVDA)$   to export its H200 AI chips to China under a new arrangement where Washington collects a fee from each shipment. President Trump announced the move, positioning it as a strategic balance between national security and economic benefit. NVIDIA shares rose about 2% in after-hours trading following the announcement, reflecting investor confidence. The approval will also extend to other U.S. chipmakers like AMD $Advanced Micro Devices(AMD)$  and Intel $Intel(INTC)$  . The H200 chip is one of NVIDIA's mos

A perfect equal-legs reaction at Wave ((Y)) sparked a 9000% surge in Zcash. This powerful move confirmed the end of Wave II and the start of a new bullish cycle. Now ZEC prepares for its next impulsive advance as the structure continues to unfold. Zcash (ZECUSD) has recently shown one of the cleanest Elliott Wave reactions in the entire crypto market. The weekly chart highlights a textbook end to a long corrective structure, followed by a powerful bullish cycle. From the Wave II low, ZEC has already delivered a massive 9000% rally. This explosive move began at a price level that matched the equal legs extension of the previous corrective sequence. It is a perfect example of how Fibonacci symmetry can mark major turning points with high accuracy. The decline into the 2025 low completed the

A detailed weekly Elliott Wave analysis of IndiGo highlighting the Wave IV blue-box zone, right-side bullish outlook, and long-term upside potential. InterGlobe Aviation Ltd (NSE: INDIGO) remains in a strong long-term uptrend. The weekly chart shows a clean Elliott Wave structure that supports this view. The stock recently completed a higher-degree Wave III near the ₹6,000 area. After this peak, the price started a Wave IV correction. This pullback is normal within a larger bullish cycle. The long-term rally began after Wave II finished in 2020. Since then, IndiGo moved higher in a strong impulsive structure. This move created a clear five-wave advance into Wave III. The current decline is part of Wave IV and is likely forming a double correction. Wave IV Blue Box and Trading Strategy

From my view, the $Paramount(PGRE)$ – $Netflix(NFLX)$ battle for $Warner Bros. Discovery(WBD)$ is now driven as much by politics as valuation. Paramount’s USD 30 all-cash bid values the full WBD empire higher, while Netflix’s mixed cash-stock offer faces more regulatory pushback. With WBD trading above USD 27.75, the market is clearly expecting either a higher bid or a longer fight. For trading, Netflix feels like an event-driven name now. With slowing growth and a huge acquisition uncertaint

$Tesla Motors(TSLA)$ Buckle up, investors – Morgan Stanley just flipped the script on Tesla with a rare downgrade from Overweight to Equal Weight, slapping a $425 price target amid "fully reflected" valuations that price in every AI and robotics dream Elon Musk's cooking up. Shares tumbled 3.39% to $218.70 on December 9, 2025, extending YTD gains to a modest 12% while the Nasdaq rips 25% higher – the only Mag7 laggard without new highs this year. Analyst Andrew Percoco's note roasts the hype: FSD and Optimus are baked in at sky-high multiples, leaving little room for error if robotaxi ramps stall or tariffs bite. But with Q4 deliveries eyeing 500K+ and China sales surging 10% in November, is this downgrade a death knell or the ultimate contrarian

Can Oracle and The Fed Unlock the Year-End Breakout? We have moved from the season of hope to the week of proof. After weeks of navigating the crosscurrents of AI skepticism and liquidity withdrawal fears, the market arrives at a critical convergence. The test is binary and unforgiving: $Oracle(ORCL)$   is tasked with underwriting the AI narrative, while the Fed must thread the needle with a delicate 'Hawkish Cut' to cool expectations without freezing the market. This dual audit of corporate fundamentals and central bank policy is the last barrier standing between the $S&P 500(.SPX)$   and a decisive year-end breakout. M

Broadcom and Lululemon Hit by Big Pre-Earnings Option Bets. What's Next? Earnings season is often when institutional positioning becomes most transparent, and ahead of the December 11 after-hours results, $Broadcom(AVGO)$   and $Lululemon Athletica(LULU)$   have both recorded notable pre-earnings options activity that quickly drew market attention.  The two companies show completely different structural bets: Broadcom's option flow suggests institutions expect “limited upside and rising dispersion,” while Lululemon's deep in-the-money put selling looks more like “using short-term fear to accumulate shares at a discount.

I think Morgan Stanley's downgrade reflects a very real concern: Pop Mart's $POP MART(09992)$  growth runway is clearly slowing. When a company that once relied on explosive expansion suddenly sees its projected revenue growth cut from 30% to 18%, it signals that the market is maturing faster than expected. I agree with the overall direction of the report—even if I don't fully buy into every assumption—because the recent sales data, weaker consumer sentiment, and intensifying competition all suggest that Pop Mart's high-growth phase is tapering off. At the same time, I don't think the stock's 40% drop from the August highs is purely about fundamentals. What I'm seeing now feels like a momentum-driven flush wher

🐉 Deep Dive: Why the Return of the Dragon is NVDA’s Next Rocket Fuel 🚀 The headlines are flashing, and the after-hours market is moving. Trump has officially given the green light for Nvidia ($NVDA) to resume selling its H200 AI chips to China, subject to a 25% tariff. At first glance, some investors might worry about the tariff. But if you look deeper, this is arguably the most bullish signal we have received for Nvidia in months. We are currently sitting at $184.29, and I believe this news is the catalyst that finally ends the recent correction. Here is my full analysis on why the "China Unlock" changes everything. 👇 1. The Myth of the "Tariff Problem" 🛑➡️🟢 The Bears will argue that a 25% tariff makes Nvidia chips too expensive for Chinese buyers. This is a fundamental misunderstanding o