To The Moon

The Santa Claus rally may be in doubt this year as tightening monetary policies and global liquidity concerns threaten to dampen the typical year-end market boost。。。 A potential Bank of Japan (BOJ) rate hike could exacerbate worries about rising borrowing costs and inflation, adding further pressure on global risk assets By draining liquidity and tightening financial conditions, such a move may deepen the market downturn, particularly affecting risk-sensitive assets like equities and emerging market bonds As the year draws to a close, investors face a tough choice between staying in cash waiting for a pullback for protection against volatility, or remaining fully invested and riding out the drawdown for potential long-term growth In these uncertain times, alignment of strategy with individ

DBS (D05) and OCBC Bank (O39) have consistently hit new record highs, reflecting exceptionally strong performance within the Singapore banking sector Years ago, bank stocks were often bought and sold for quick gains, but hindsight brings regret for not holding long-term to benefit from their stability and reliability。。。 Re-entering the market at these levels is daunting due to the fear of potential corrections or a crash, leading to hesitation despite the knowledge that occasional pullbacks are a known part of the cycle The fear of "buying high" currently outweighs the regret of early selling, even though these stocks are recognized as effective defensive compounders While no positions are currently held in these banks, the focus remains on existing Singapore defensive holdings in the hope

My stock in focus today is $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ , following a key regulatory milestone in autonomous driving. The company has secured an L3 road test license in Guangzhou, enabling regular conditional autonomous driving tests on intelligent connected highways and reinforcing its progress toward higher-level autonomy. On the technology side, XPeng continues to differentiate itself through integrated hardware and software. The rollout of its self-developed Turing chip and advances in cloud-based foundation models mark its entry into the second-generation VLA phase, strengthening real-world AI driving capability. Looking ahead, XPeng plans to mass-produce L4-capable VLA by Q1 2026 and laun

ATTENTION ALL GRANDPARENTS  (And anyone else with limited funds to invest) So about 2 1/2 year's ago (July the 4th, 2023 to be exact). I decided to set up a share fund for my two grandchildren. Why? Well as a parent I tried to do it for my three children when they were young, but things always came up and needed money. I figured this was the same for my daughter, and frankly I'm 55 now, my daughter is 25, and I'm way more disciplined.  So 2.5 years ago I put $100 into separate brokerage accounts for both grandchildren, every single week since, a mere $5 goes in. Not a significant sum at all. and birthdays and Christmas a bit xtra.  the litte ones were under 5 when I started so that determined my investment thesis. Mainly dividend growth stocks, not great dividend returns sor

🟩 The Singapore market is currently telling two dangerous stories at once, and if you're not careful, you could misread the headlines and hurt your portfolio. We are seeing a violent divergence in the local banking sector—while DBS and OCBC are hitting all-time highs, UOB is being punished for a massive earnings miss. This "decoupling" is rare, and it's tempting many investors to make a classic mistake: buying the laggard just because it looks "cheap" on paper. But is UOB actually a bargain, or is it a value trap waiting to burn through your cash? In this video, we cut through the noise to explain exactly why the banks are splitting, why "boring" blue chips like ST Engineering are suddenly raining special dividends, and why Keppel REIT’s controversial acquisition might actually be a gift f

How to View Tesla’s Recent Move to New Highs 1. Market reaction is fundamentally narrative-driven rather than based on near-term earnings growth Tesla’s shares have climbed toward or above recent record levels largely because investors are repricing the company from a pure EV manufacturer to a software-centric, autonomous-mobility and AI platform provider. The catalyst this week was Elon Musk’s confirmation that Tesla is testing driverless robotaxis without human safety monitors, rather than incremental delivery figures or auto margin improvement. This development is being treated as meaningful progression toward autonomous commercial service.  2. The narrative supports a higher stock multiple Wall Street bulls such as analysts from Mizuho and Wedbush have raised price targets, some i

$Micron Technology(MU)$   What Is Driving the Recent Move Micron’s latest earnings release exceeded Wall Street expectations on both revenue and adjusted EPS, and the company issued very strong guidance for the upcoming quarter. This performance was powered by record-high demand for memory products used in artificial intelligence infrastructure, especially high-bandwidth memory that supports advanced AI models. Analysts and market commentators are framing this as a potential “memory supercycle” driven by AI adoption in data centres and constrained supply.  Key points on this theme include: DRAM and HBM revenues expanded sharply, boosting both top line and margins.  Micron management projects memory shortages persisting beyond 202

$S&P 500(.SPX)$ Wall Street's on the edge of chaos as quadruple witching unleashes its fury today, December 19, 2025, with a record $5 trillion in S&P 500 options expiring alongside $880 billion tied to single stocks – a volatility vortex that's already ramping volumes 100% above normal and amplifying swings like a market earthquake. 🌪️ This third-Friday frenzy of stock options, index options, stock futures, and index futures expiring together hits near quarter-end, turning the session into a high-stakes showdown where gamma squeezes and dealer hedging could rocket or wreck the tape. Add the Bank of Japan's bombshell 25bps hike to 0.75% – the highest in 30 years and first in 11 months – and you've got a global ripple ready to test US stock

$Micron Technology(MU)$   Major themes: Micron beat EPS & revenue expectations, provided strong guidance, and analysts have responded with multiple price-target raises and rating changes, especially on AI/HBM demand drivers. ⸻ 🧠 1. Current Consensus & Ratings Analyst Consensus • Consensus Rating: Buy • Consensus Price Target: ~$288 (with a wide range) • High Target: up to $500 • Low Target: around $150  Interpretation: Most analysts see upside potential from current trading levels, though targets vary widely due to differing assumptions about memory pricing and supply cycles. ⸻ 📈 2. Recent Upgrades & Bullish Calls 🔹 BofA Securities • Upgraded from Neutral to Buy • Raised target to $300 • Cited strong

$BABA-W(09988)$ Key News:Guosen Securities maintains a "Buy" rating on Alibaba, optimistic about the commercialization prospects of its AI large models in e-commerce, cloud services, and other sectors.Options Analysis:Current Implied Volatility (IV) is at historical extremes (low), indicating expectations for very stable prices. Option volume suggests cautious sentiment with institutional hedging.This Week (Dec 19): Expected narrow range: HKD 142–148.Next Week (Dec 24): Range may expand slightly to HKD 140–150.Key Support: HKD 140–142 – HKD 140 is the maximum Put OI support; HKD 142 is the lower bound this week.Key Resistance: HKD 148–150 – HKD 148 is the upper limit this week; HKD 150 is next week's Call resistance.Strategy Idea: Sell Call Sprea

Despite $NVIDIA(NVDA)$ lofty valuations, regulatory risks, economic uncertainty, and edge computing shifts pose challenges to long-term AI infrastructure dominance, it remain a Top 2026 Chip pick? So whether Nvidia (NVDA) can continue to hold the “top AI stock” position in 2026 — and whether its current valuation reflects fundamentals or speculative exuberance. Hyperscalers GPU Infrastructure Build If hyperscalers continue to build out this infrastructure, it is hard to see Nvidia's business slowing down anytime soon. We have heard Nvidia announced that it has booked $500 billion in orders for its Blackwell chips and their looming successor, Rubin, through the end of next year, with $150 billion of that already delivered. Nvidia has enjoy this dat