To The Moon

🌟🌟🌟The stock market loves a comeback story.  With $SanDisk Corp.(SNDK)$ it is a revolution.  After yesterday's massive earnings beat from $Seagate Technology PLC(STX)$ the storage supercycle has moved from a theory to an amazing reality. Can SanDisk hit USD1100? According to Morgan Stanley SanDisk can do it. Why? SanDisk's incredible 95.6% incremental gross profit is like a money printing machine due to high demand but limited supply. SanDisk has achieved a price setter status in a market where hyperscalers are desperate to buy. SanDisk is super hot because it has transitioned from a cyclical memory maker into an essential AI infrastructure powerhouse.

🌟🌟🌟If Jensen Huang is the Godfather of AI, Lisa Su, CEO Extraordinaire, is the Queen of Data Centre.  Lisa Su's leadership is master class in the Long Game.  She shifted AMD $Advanced Micro Devices(AMD)$ from low end PCs and game consoles toward the high margin, high stakes world of Data Centers and AI. When Lisa Su took over the helm of AMD in 2014, the company was on the brink of bankruptcy with its stock trading at just USD 2. Today AMD is a  global titan and redefined what is possible in the data centre. Do you know that Lisa Su and Jensen are first cousins?  While they are fierce rivals in the market place, there is an undeniable secret sauce in the family DNA when it comes to vision and grit.

SanDisk's Road to USD 1100: Is It Possible?   🌟🌟🌟The stars are aligned for a historic run for SanDisk $SanDisk Corp.(SNDK)$ .  After $Seagate Technology PLC(STX)$  explosive results yesterday where its shares have skyrocketed 18% on news that AI is devouring storage capacity, the focus has now shifted to SanDisk. SanDisk's Road to USD 1100 According to Morgan Stanley, it is not just a possibility that SanDisk can hit USD1100, it is their new target. Analyst Joseph Moore of Morgan Stanley recently hiked the price target for SanDisk to USD 1100, up from USD 690, citing a massive earnings potential that is 65% above what the rest of Wall Street expects. SanDisk: The Money Printing Ma

🌟FOMO & FAFO represent the pendulum swing from greed to the hangover of reality. FOMO - Fear of Missing Out is the frantic urge to buy into a trend because everyone else is getting rich, driven by emotion, hype & fear of missing out. FAFO - Find Out - is the moment of reckoning.  It is what happens when the hype meets reality & the consequences of reckless decisions or overvaluations finally hit the fan. FAFO is the consequence phase of the FOMO phase. A good example of this is $NVIDIA(NVDA)$ While OpenAI is the brain of the AI movement, NVIDIA is an example of the FOMO to FAFO pipeline. FOMO Phase : In 2023 to 2024, NVIDIA stock became super hot.  The focus was on growth. FAFO Phase: NVIDIA is currently the biggest candid

As a female Singaporean, I am very proud of $DBS(D05.SI)$ CEO Tan Su Shan.  She is the very first female CEO of Southeast Asia's largest bank, succeeding long time CEO Piyush Gupta. Tan Su Shan has over 35 years of experience in consumer banking, wealth management and institutional baking. She is also a wife and mother of 2 kids.  She somehow manages to juggle her role as a CEO and mother while she rose through the ranks at DBS. DBS has just announced its Q1 26 earnings and it is Tan Su Shan's first quarterly performance as CEO.  DBS shares surged over 3.7% hitting a high of SGD 59 following an excellent quarterly report. What is amazing is

🌟🌟🌟As a female, I celebrate the achievements of these 5 amazing women CEOs who have the courage and passion to drive the companies they represent.  Like the conductor of an orchestra, they guide their companies to success through their vision and great leadership.

🌟🌟🌟Can DBS $DBS(D05.SI)$ close above SGD 60 tomorrow?    It is a coin toss but I believe it will close at SGD 59.00 tomorrow. The market is bracing for a good but not great performance that reflects a stabilising but pressured banking environment. Analysts expect a net profit of around SGD 2.78 billion to SGD 2.88 billion, a slight YoY decline of 2 to 4%. Net Interest Margin or NIM is expected to slide by 3 to 22 basis points as interest rates globally begin to moderate.  This means that DBS earns less on every loan. However the bright spot would be Wealth Management and treasury customer sales, potentially delivering mid teens growth

🌟🌟🌟The recent reports of OpenAI missing its targets serve as a reminder that even the most unstoppable technologies are bound by the market expectations. On 28 April, news broke that OpenAI fell short of its goal to reach 1 billion weekly active users by the end of 2025.  It only reached 900 million users instead. This shortfall has triggered a massive re evaluation of the AI trade, wiping billions from the market as investors confront the possibility that the breakneck pace of AI adoption is finally cooling. However competitors such as Anthropic and $Alphabet(GOOG)$ have significantly performed well, potentially taking some of OpenAI users. I will monitor this week's Big Tech earnings in order to evaluate the situation better before taking

🌟🌟🌟It is interesting to note that cryptocurrency is being used by Iran and Russia to bypass the US Dollar.  The shift toward using Stablecoins, which make international payments easier, is the new frontier of payment for both Iran and Russia. This development is not surprising given there are sanctions by the US on Iran and Russia. @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger

🌟🌟🌟 The divergence between UBS & the broader market consensus for $Amazon.com(AMZN)$ is one of the boldest calls this earnings season.  While the consensus expects AWS to grow 26% for FY26, UBS is modeling a huge 38%, nearly double the projected growth rate of 2025. Is it already priced in? AMZN has recently surged over 32% in the past month, hitting near record highs of USD 263. Anakysts have noted that at USD 258, it is already trading near its current fair value, suggesting less room for a massive pop unless the results are perfect. Amazon's huge USD 200 billion capex is also a cause for concern.  While it signals confidence in AI demand, any slight miss in revenue could cause a negative reaction. Bull Case: If Amazon disclose t