To The Moon

$CapLand Ascendas REIT(A17U.SI)$     CapitaLand Ascendas REIT - She is slowly recovering, likely to rise up to test 2.59 and above. First Half results will be out on 5 August 2026. Do take note. CapitaLand Ascendas - She is gaining strength likely to rise up to test 2.61.A nice breakout with ease we may see her rising up further towards 2.70 and above. Pls dyodd. No rate hike for the Fed meeting yesterday- 17 June 2026. I think reit sector may hold up well. CapitaLand Ascendas REIT - The PO share has been credited to the CDP account, do check it ou! I didnt really get a lot from the Excess application. They are mot as generous as compared to other counter like Frasers CPT or CICT or KDC. PO price 2.35. PO share will be credited tomorr

Micron's earnings are one of the biggest AI events this quarter because they provide a clear picture of demand for AI memory. If the company delivers strong results, raises guidance, and confirms continued HBM and DRAM demand into 2027, it could help restore confidence across the AI sector. I'd choose Micron over higher-beta names like WDC or STX because it's more directly tied to AI memory growth and offers a better view of the industry's fundamentals. That said, after such a strong run this year, I wouldn't be buying right before earnings. My investment strategy is focused on the long term, so I'd rather wait for the market's reaction than chase expectations. I'm continuing my regular auto-investments into NVIDIA, which remains my highest-conviction AI holding, while keeping a close eye

I think we're entering a more volatile market, but not necessarily a bearish one. With the Fed relying more on real-time data and offering less forward guidance, investors should expect larger market swings around economic reports. Rather than trying to time every move, I'm sticking to my long-term strategy. If oil prices continue to decline, inflation pressures could ease, reducing the need for further rate hikes and providing support for growth stocks. Regarding SpaceX, I see the recent pullback as a normal correction after a strong IPO rather than the end of the story. Valuations needed to cool, and for long-term investors, periods of uncertainty often create the best opportunities to accumulate quality companies at better prices. $SpaceX(SPCX)$ <

PCT: One Al Crash ETF To Fractional Share In Tiger v2.0 : PCT = Pandas Coffee Talk. Veteran investor Jeremy Grantham warns that US stock valuations have reached historic bubble levels driven by AI enthusiasm, predicting a potential peak-to-trough collapse. To protect against this, he suggests reducing U.S. equity reliance and diversifying into global or international equities. A suitable ETF to fractional share on Tiger Brokers for this strategy is the Vanguard Total World Stock ETF (VT). Why VT is an ideal match for Grantham's warning:True Global Diversification: VT covers both US and international markets (including emerging and developed markets). By holding VT, you instantly diversify away from pure US heavy-tech reliance. Built-in Buffer: If his prediction of a 70% drop in high-flying

This was not a beat. This was a number that rewrote the script. Micron reported fiscal Q3 2026 revenue of $41.5 billion against a Street estimate of $35.7 billion, a 16% beat. EPS came in at $25.11 versus $20.49 expected. Revenue nearly quadrupled year over year from $9 billion to $42 billion. Gross margin jumped to 84.9%. Cloud memory revenue alone rose over 300% to $13.77 billion. CEO Sanjay Mehrotra delivered the line that moved the entire sector: there is no line of sight to AI memory supply catching up with demand, with shortages expected to persist beyond 2027. The stock closed at $1,048.51 the day before earnings and gapped to $1,182 to $1,196 in the immediate aftermath, a move of 14 to 17%. Reuters tallied the read-through into a roughly $400 billion single-session rally across AI

Same story. Two completely different stocks. On June 25, Apple raised prices across nearly its entire hardware lineup, citing a memory shortage CEO Tim Cook called a "hundred-year flood." The stock fell 6.12% to close at $275.15, its worst single day since April 2025 and its sharpest fall since the "Liberation Day" tariff shock. Roughly $200 billion in market cap evaporated in one session. The same day, Micron reported the most profitable quarter in its history. That is not a coincidence. It is the same supply shock, hitting two companies on opposite ends of the same chain. What Actually Happened The price hikes were sweeping and immediate. The MacBook Air 13-inch jumped from $1,099 to $1,299. The base MacBook Pro climbed from $1,699 to $1,999. The entry-level MacBook Neo rose from $599 to

MSFT fell another 3.46% today, extending a multi-day losing streak that has now pushed the stock down more than 24% in 2026, potentially its steepest June drop in company history. This is not one bad headline. It is three separate fears compounding on top of each other, and untangling which ones are real versus which are noise is exactly the work that matters right now. Fear One: Capex Is Eating Free Cash Flow Microsoft is on track to spend roughly $190 billion on AI infrastructure in fiscal 2026, up from an earlier estimate near $165 billion. Q3 capex alone came in at $31.9 billion, with Q4 guided above $40 billion. The consequence shows up directly in free cash flow. FCF fell to $15.8 billion in the most recent quarter, down from $20.3 billion a year earlier, against reported net income

If you only looked at the indices today, you probably came away with one conclusion: $纳指100ETF(QQQ)$ $标普500ETF(SPY)$ $闪迪(SNDK)$ $美光科技(MU)$ The market is getting weaker. I think that's the wrong takeaway. Today's price action wasn't driven by collapsing fundamentals. It was driven by how institutional capital is forced to move. Over the past few sessions, one question has dominated the conversation: Is the AI trade finally running out of steam? I don't think that's what today was about. A better question is: Who was selling—and were they actually making a bearish call? In many cases, the answer is no. Three powerful flows col

Retail investors appear to be rotating out of gold and Bitcoin into semiconductor stocks: Since April, US gold and Bitcoin ETFs have posted -$12 billion in cumulative outflows. Over the same period, US semiconductor ETFs have attracted +$20 billion in cumulative inflows. This trend accelerated in mid-May, with outflows from gold and Bitcoin funds more than tripling. At the same time, inflows into semiconductor ETFs have doubled. Meanwhile, the largest US gold-backed ETF, $GLD, is down -13% since the start of April, while the largest Bitcoin ETF, $IBIT, is down -12%. Over the same period, the semiconductor ETFs, $SOXX and $SMH, are up +81% and +60%, respectively. Retail is driving markets like never before.

Retail investors appear to be rotating out of gold and Bitcoin into semiconductor stocks: Since April, US gold and Bitcoin ETFs have posted -$12 billion in cumulative outflows. Over the same period, US semiconductor ETFs have attracted +$20 billion in cumulative inflows. This trend accelerated in mid-May, with outflows from gold and Bitcoin funds more than tripling. At the same time, inflows into semiconductor ETFs have doubled. Meanwhile, the largest US gold-backed ETF, $GLD, is down -13% since the start of April, while the largest Bitcoin ETF, $IBIT, is down -12%. Over the same period, the semiconductor ETFs, $SOXX and $SMH, are up +81% and +60%, respectively. Retail is driving markets like never before.

The USD depreciated and gold prices rose. Combined with growing investor awareness of US indebtedness, people caught the fever and started buying gold, which in turn drove up demand. Higher prices begot more buying, and the cycle fed on itself With the pace of cuts decelerating for 2026, and because markets are forward-looking, the previously aggressive easing path was priced out and the USD strengthened. Gold, which had risen on the expectation of rate cuts and a weaker dollar, suddenly became vulnerable. Add in unwinding speculative demand, and gold struggled to defend its levels and began to fall. And that was all before the Iran war. The outbreak of conflict worsened the outlook for gold. Higher energy prices mean more dollars are needed to transact, boosting demand for the USD and lif

Stretching out the chart for $S&P 500(.SPX)$  $VanEck Semiconductor ETF(SMH)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , the current dip is a minor pull-back and shaking out those who are panicking after the 3 months of all time highs. The sell-in-may event this year got postponed till mid June because of the Iran war and the world cup. Big boys traders are taking a delayed summer break now thus the money flow is mainly algorithmic by the market makers.  I expect to see more catalysts coming in late July onwards and hopefully we will re