To The Moon

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $ST Engineering(S63.SI)$ $SGX(S68.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $SIA(C6L.SI)$ $Keppel(BN4.SI)$ $CSE Global(544.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $Sembcorp Ind(U96.SI)$

The Industrial Select Sector SPDR Fund (XLI) achieved a new all‑time high in March 2026, reinforcing the view that the dominant trend remains to the upside. The advance from the April 2025 low, however, has unfolded in only three waves, which implies that further gains are still favored. From the April 2025 bottom, wave (1) concluded at $155.15, followed by a corrective pullback in wave (2) that ended at $147.13. Wave (3) then carried prices higher, reaching $179.31 as reflected in the one‑hour chart. The subsequent decline formed wave (4), which is proposed complete at $170.21. Internally, this correction developed as a zigzag Elliott Wave structure. Specifically, wave A ended at $172.67 and wave B rebounded to $178.21. Wave C declined to $170.21, thereby completing wave (4). This termina

🌟🌟🌟Ciena $Ciena(CIEN)$ is recognised as a leader in optical networking.  This is a critical technology that uses light to transmit vast amounts of data over fiber optic cables. Why invest in Ciena?  It is currently the only provider of 1.6 terabit WAN solutions and its Wave Logic 6 technology is considered the industry standard for high speed connectivity. Ciena is also a primary beneficiary of the massive buildout of AI data centers.  Its technology is essential for connecting GPUs and managing the explosion of AI driven data. Ciena reported record breaking results in its latest quarter with revenue up 33 % to USD 1.43 billion.  Its EPS is USD 1.35, more than double from USD 0.64 in the previous year. Despite beating estimat

A move above $100 is possible, but it depends on whether the situation becomes a true supply disruption rather than only a geopolitical risk premium. Bullish case (towards $95–$110): 1. Strait of Hormuz risk. Around 20% of global oil supply passes through the strait. Even partial disruption or tanker insurance spikes could remove several million barrels per day from the market. 2. Low spare capacity outside OPEC+. If Gulf exports slow, the market has limited short-term buffers. 3. War-risk hedging. Funds often buy crude futures aggressively during geopolitical shocks, amplifying the price spike. Bearish case (pullback to $73–$75): 1. Strategic Petroleum Reserve (SPR) release by the U.S. to stabilise energy prices. 2. Demand elasticity. Above $90, demand destruction historically appears qui

NVIDIA’s GTC 2026 (March 16–19) will likely be one of the most important AI infrastructure events of the year. It is expected to highlight the transition from AI training → AI inference → real-world AI systems. Here is how to think about the key points. --- 1. Breakthroughs and AI use cases that matter most Three themes are likely to dominate GTC: 1. AI inference efficiency (the next phase of AI) The industry is shifting from training large models to running them at scale. NVIDIA’s new architectures aim to drastically reduce the cost per token and power consumption for inference workloads.  Why this matters: Chatbots, AI agents and copilots need millions of inference requests per second. The winner will be the company that delivers the lowest cost per AI query. 2. Agentic AI and auton

The CME margin cut is a meaningful signal. When exchanges reduce margins, it usually means volatility risk is perceived to be stabilising, and it often encourages more speculative participation. 1. Will lower margins bring back leveraged traders? Very likely. Reducing margins from 9% → 7% (gold) and 18% → 14% (silver) means traders need less capital to control the same futures exposure. That increases: • hedge fund positioning • CTA trend-following flows • retail futures speculation Historically, margin reductions often precede stronger futures volume, which can amplify price moves if the macro trend is already bullish. 2. Institutional demand remains strong The $5.3B February ETF inflow and nine months of consecutive inflows are more important than the margin change. This suggests: • cent

🌟🌟🌟 $Target(TGT)$ vs $Costco(COST)$ - which is a better investment?  It depends on whether you seek deep value turnaround potential in Target or a resilient membership driven stability in Costco. Target offers a more attractive valuation and high dividend while Costco remains the gold standard for long term growth despite its steep premium. As a dividend focused investor, I like Target as it is a Dividend King.  It has increased its dividends for over 55 consecutive years.  Its current yield of 3.79% is much higher than Costco's dividend of 0.53%. Target is seeing a 2026 turnaround  driven by AI powered merchandising, private label strength and expanded digital fulfillment.

🐉 Crash Buying Opportunity: The Bullish Case for KWEB Every market cycle has moments when fear takes over logic. Prices fall quickly, headlines become negative, and investors rush to sell. But experienced investors know that these moments can sometimes create the best opportunities. One ETF that often attracts attention during market corrections is the KraneShares CSI China Internet ETF (KWEB). KWEB focuses on China’s largest internet and digital platform companies — businesses that power one of the biggest online economies in the world. When the sector experiences a pullback, some investors see weakness. Others see the chance to buy long-term growth at attractive prices. Let’s explore why crash buying KWEB can be an appealing strategy and why the long-term outlook for China’s internet sec

Defense AI Players Won't Be Limited to Palantir, OpenAI, and L3Harris: Here's Who Else Recent geopolitical conflicts may give the impression that developments in the defense sector have already been priced into stock prices. However, beyond the US-Iran war, the long-term narrative of AI integration in modern warfare is far from over. As early as April 2017, the U.S. Department of Defense launched Project Maven (officially: Algorithmic Warfare Cross-Functional Team), its first dedicated military AI project, marking a significant step in deeply embedding AI into combat systems. Now, Maven Smart Systems is being procured by NATO for alliance operations. Which companies are the main drivers of modern defense intelligence? Currently, $Palantir Technol

🐼 Selling Fear Instead of Buying Panic: My KWEB Put Strategy 🌊 China Internet Stocks Have Entered Maximum Panic The recent selloff in China internet stocks has been dramatic. The KraneShares CSI China Internet ETF (KWEB) has plunged sharply, dragging down many of the biggest technology companies in the sector. Stocks such as Alibaba Group, Tencent and Meituan have corrected between 20% and 30% from recent highs, creating a wave of fear across the market. For many investors, this kind of drop triggers panic selling. But experienced traders often look at the same situation differently. When markets panic, options premiums rise and volatility increases. Instead of rushing to buy shares immediately, some investors choose a strategy that allows them to get paid while waiting for a better entry

$Under Armour Class A(UAA)$ $Nike(NKE)$ $Lululemon Athletica(LULU)$ $On Holding AG(ONON)$ $adidas AG(ADDYY)$ 🚨 The Great Retail Rotation is happening RIGHT NOW. 🚨 If you told anyone on Jan 1st that Under Armour ($UAA) would be absolutely crushing Nike ($NKE) and Lululemon ($LULU) this year, they’d have called you crazy. But look at this YTD chart! 🤯 📉 The Giants are Bleeding: Nike is down 8%. Lululemon is down 17%. The premium apparel market is getting squeezed hard by cautious consumers, inflation hangovers, and supply chain fears. 🚀 The UAA Rocket (+30% YTD): Is Under A

Buckle up, folks— the precious metals arena is heating up like a forge! 🔥 The CME Group just dropped a bombshell by easing initial margin requirements on gold and silver futures, dialing back from sky-high levels that had traders sweating bullets. This isn't just a tweak; it's a green light for leveraged plays that could supercharge the market. Imagine: lower barriers mean more speculators piling in, potentially sparking a wild rebound. But will it stick? Let's dive deep into the glittery details. ✨ First off, the margin makeover is massive. Gold's initial margin plummets from 9% to 7%, while silver slides from 18% to 14%. This reverses a brutal streak of hikes that started early this year to tame wild swings—think volatility that had prices yo-yoing like a pogo stick on steroids. 😵‍💫 With

Buckle up, folks—the China internet sector is in full meltdown mode, but whispers of a tactical bounce are getting louder! 😱 KWEB, the go-to ETF tracking these giants, has cratered into ultra-oversold vibes with its RSI crashing under 20. That's panic central, a rare sight that's only popped up a few times in the past 10 years. History screams opportunity: every single dip like this has sparked positive gains in the next two weeks, often juicing returns by double digits. But in 2026's wild ride, can this rebound stick around longer than a quick flip? Let's unpack the chaos and see if it's your "buy the fear" golden ticket. 📉🚀 First off, the damage report is brutal. KWEB's nosedive has wiped out gains, retreating over 15% year-to-date and flirting with fresh lows around $29.25. This isn't j

Oracle Earnings Preview: OCI and Long-Term Returns on CAPEX comments in Focus $Oracle(ORCL)$   is set to report fiscal third-quarter 2026 results on March 10 after the U.S. market close, with the earnings call scheduled for 4:00 p.m. Central Time.  The market is already expecting a print that looks close to 20% revenue growth and roughly 15% EPS growth. The real issue now is whether Oracle can turn all that demand into recognized revenue fast enough, while maintaining cost control and keeping its financing and capital expenditure path clear and manageable. Earnings Forecast Wall Street is looking for roughly $16.9 billion in revenue and adjusted EPS of about $1.70 to $1.71. The elevated Q2 figure stems

ORCL Signals Dip Buying While MU Signals Bearish Bets On March 6, the options market saw two notable institutional-scale trades in $Oracle(ORCL)$   and $Micron Technology(MU)$  . Both trades showed unusually high volume-to-open-interest ratios (V/OI), strongly suggesting new positions were established. However, the structures of the trades point to very different strategies. The Oracle transaction looks like long-term investors gradually building bullish exposure after the stock's sharp pullback, while the large put buying in Micron appears more consistent with tail-risk hedging, reflecting caution about potential volatility in the

1. The breakthroughs that matter most The most important theme is the shift from AI models → AI factories. Key use cases likely to dominate discussion: Agentic AI and reasoning models Next-generation AI systems require far more compute than basic chatbots. Nvidia has highlighted a huge rise in compute demand for “reasoning” and autonomous agents.  Massive-context AI New chips like Rubin CPX are designed to process million-token context windows, enabling applications like large-scale coding assistants and generative video.  Physical AI (robots and autonomous machines) Robotics, self-driving systems and simulation training environments are becoming a core AI growth pillar.  AI data-centre scaling Hyperscalers want clusters with thousands of GPUs linked together. This is where

The margin reduction by the CME Group is a meaningful signal for the precious-metals market, mainly because it changes the leverage dynamics for futures traders. 1. Margin cuts typically increase speculative flows Lower initial margins mean traders need less capital to control the same futures position. Gold margin: 9% → 7% Silver margin: 18% → 14% Historically, margin reductions often lead to higher futures volume and short-term price momentum because leveraged funds can re-enter the market. Silver tends to react even more strongly than gold due to its higher volatility. 2. The timing supports a bullish setup The margin cut is happening while fundamentals remain strong. According to the World Gold Council: $5.3B ETF inflows in February 9 straight months of institutional demand That combin