To The Moon

From my point of view, this market cap flip between Alphabet $Alphabet(GOOGL)$  and Apple $Apple(AAPL)$   is more than just a short-term sentiment swing. It reflects how investors are increasingly pricing in AI execution, not just brand strength or ecosystem lock-in. Alphabet has made AI central to its business model across search, cloud, and enterprise productivity, and the market is starting to reward that clarity and speed. What stands out to me is that Google's AI push is not a single-product story. It's embedded into revenue-generating engines—search monetization, cloud workloads, and developer tools—where AI can directly i

From my perspective, Intel's 18A debut at CES is a real milestone, not just a marketing moment. For years, the bear case on Intel centered on execution risk and manufacturing credibility, and seeing 18A reach large-scale production with tangible performance gains directly addresses that concern. The market's reaction makes sense because this is about restoring trust in Intel's roadmap, not just launching another PC chip. That said, I'm cautiously bullish $Intel(INTC)$  rather than outright aggressive at current levels. Around $40, a meaningful portion of the 18A optimism and CES buzz is already priced in. Intel still needs to prove that yields, volumes, and customer adoption can scale smoothly through 2026. If e

$Intel(INTC)$  Intel’s CES update is a credible operational milestone, but not yet a full investment inflection. Bullish on the comeback? The successful ramp of 18A via the Core Ultra Series 3 materially improves Intel’s execution credibility. It reduces the narrative risk around delays and supports its ambition to be both a product and foundry player. That said, this is a proof-of-capability phase, not yet proof-of-dominance. Consistency across yields, power efficiency, and OEM adoption over the next 12 to 18 months will matter more than a single launch. Buy at USD 40? At this level, Intel looks fairly valued for a turnaround, not cheap. Upside exists if 18A ramps smoothly and PC share stabilises, but downside remains if margins lag or capex

$CapLand IntCom T(C38U.SI)$  with the expected rate cuts

$Sheng Siong(OV8.SI)$  in about a month time Singapore budget will be out . Will the government Continue throwing money out again Or will they stop giving out vouchers for this year ? Sheng Siong is a staple defensive stock that has a crazy PE ratio but I believe it should continue opening more stores soon . I believe the price has risen up too fast and it is now very expensive to buy in .  I will continue to support them as I didn't spend much of my vouches