To The Moon

Driven by the relentless AI supercycle, the S&P 500, Dow Jones, and Nasdaq all charted fresh record highs in early 2026. $Alphabet(GOOG)$ has also joined the exclusive club, becoming the fourth US tech giant to breach the historic $4 trillion market cap milestone. Against this backdrop, today’s spotlight focuses on the critical players spanning the upstream and downstream of the AI value chain.From $Strategy(MSTR)$ 's leveraged Bitcoin treasury play to $Tesla Motors(TSLA)$ $ 's AI robotics revolution and $NVIDIA(NVDA)$ 's absolute dominance in compute infrastructure, these aren't just market leaders—they are the high

Since 2026, the top performing sectors in $HSI(HSI)$ are Sovereign AI, New Energy Vehicles, Hard Tech, and Internet Services.We've identified 8 HK/China darlings that Singaporean capital is laser-focused on right now.From $BABA-W(09988)$ 's deep-value renormalization to $XIAOMI-W(01810)$ 's "Human x Car x Home" ecosystem and $KNOWLEDGE ATLAS(02513)$ 's sovereign tech breakthrough, these aren't just policy proxies—they are the growth engines of the new economic cycle.Ready to uncover which stocks are flashing entry signals and which need patience?Let's dive in.💡New Economy, New Opportunity1.🛒

📈 $Straits Times Index(STI.SI)$ Soared 22.67% in 2025—January 2026 Sees Fresh All-Time HighsYear-to-date, the top 5 performing sectors are Mineral Resources, Industrial Goods, Software & IT Services, Industrial & Commercial Services, and Automobiles & Auto Parts.We've identified 8 SGX darlings that local investors are laser-focused on right now. From $DBS(D05.SI)$ 's digital dominance to $STI ETF(ES3.SI)$ 's AI infrastructure pivot and Keppel's asset-light transformation, these aren't just familiar names—they're battle-tested wealth compounding machines.Ready to uncover which stocks are flashing entry signals and which need patience?Let's dive

🔥 SG capital is zeroing in on A-shares across 4 golden sectors: Healthcare, Infrastructure, Tech & New Energy.Trading from Singapore is simple—no FX conversion needed. Just open a Cash Boost Account on Tiger Brokers and buy directly.Why are these 7 A-shares darling picks among SG investors? A closer look reveals not random retail trading, but precision targeting. Let's dive into what makes them shine.1. 🚀$Tonghua Golden-Horse Pharmaceutical Industry Co., Ltd.(000766)$ | "Crown Jewel" of the Silver EconomyExclusive foothold in China's Alzheimer's drug market—300M

Seeking Alpha's veteran quantitative analyst Steven Cress recently released his "Top 10 Stocks for 2026" list, generating significant discussion in the investment community. The selections are heavily concentrated in AI infrastructure, spanning semiconductors, optical communications, specialty materials, and financial services. Notably, most picks delivered triple-digit returns in 2025 and have maintained momentum into 2026.Here’s a sector-based breakdown:I. Semiconductors & Memory: The Bottleneck of Compute Infrastructure $Micron Technology(MU)$ : Dominant in High-Bandwidth Memory (HBM) with mass production of 9th-gen NAND technology. FQ1 2026 results beat expectations on both revenue and EPS, yet trades at ~30% discount to the SOX index. +239%

Wedbush's renowned tech analyst outlines a bullish roadmap for AI-driven market leadersAs 2025 winds down, Wedbush Securities' Dan Ives has released his highly anticipated Top 10 Tech Predictions for 2026, painting a wildly optimistic picture for the sector. For investors navigating the AI revolution, these predictions offer a clear blueprint for potential outperformance. Here's your actionable breakdown, complete with key stock tickers.Wedbush1. 20%+ Surge in Tech Stocks : The AI Derivatives BoomIves predicts a 20%+ surge in tech stocks as AI's "second, third, and fourth derivatives" materialize across software, semiconductors, and infrastructure. This isn't just about AI pure-plays—it's about AI-enabled transformation touching every corner of tech.Investment Angle: Consider broad tech ET

Core Conclusion: The $iShares Russell 2000 ETF(IWM)$ closed at $251.8, approaching its all-time high. The probability of a 25bp rate cut at the December 11 FOMC meeting stands at 87%, but expectations for 2026 rate cuts may be slashed from four to just two. The RSI is severely overbought at 79.3, with volatility poised to surge above 35%. Short-term traders should set a stop-loss at $249, while long-term investors should wait for a pullback to $243.Please Note: This analysis is based on historical probabilities and does not constitute investment guarantees.I. The "Sweet Trap" in Rate Cut ExpectationsThe market has almost fully priced in a December rate cut, but the real risk lies in 2026:Three Key ContradictionsStubborn Inflation: November core CPI

Robot-related stocks surged yestoday, with the sector climbing 7.32% and trading volume exceeding ¥50 billion, signaling sharply rising capital interest.In the U.S. market, $iRobot(IRBT)$ skyrocketed more than 79% intraday and closed up nearly 74%, leading the global robot rally.Meanwhile, $Tesla Motors(TSLA)$ CEO Elon Musk reposted a video of the Optimus humanoid robot running — combined with promises of mass production next year and a US$20,000–30,000 price range — further boosting sector sentiment.This rally is not merely a short-term hype cycle. It is driven by the convergence of three structural forces:AI foundation models enabling intent understanding,declining component costs and accelerating local

As the largest public pension system in the United States, Calpers is on the move again. In its latest 13F filing with the U.S. Securities and Exchange Commission (SEC), the fund made several notable adjustments to its portfolio. Overall, the $500B “king of long-term capital” is leaning further into AI and clean energy.Calpers: Scale & InfluenceCalpers currently:Serves more than 2 million membersManages over $500 billion in assetsHeld $592.37 billion in equity positions as of November 25It remains one of the most influential long-term institutional investors in global markets.Here are the key highlights from the filing👇1. New Position in Clean Energy Star — $Bloom Energy Corp(BE)$Initiated a position of 361,883 shares in Bloom Energy (BE.US)Wort

On November 19, U.S.-listed lithium stocks rallied strongly: $Sigma Lithium Corporation(SGML)$ surged over 20%, $Sociedad Quimica Y Minera De Chile SA(SQM)$ gained nearly 7%, $Lithium Americas Corp.(LAC)$ rose more than 3%, $Albemarle(ALB)$ climbed over 2%.But the very next day, on November 20, the momentum flipped. The sector weakened across the board, with six constituents turning lower and Sigma Lithium leading the decline: $Sigma Lithium Corporation(SGML)$ once plunged 7.33%, now down 6.94% at USD 9.64, with USD 100M in turnover. $Albemarle