To The Moon

$S&P 500(.SPX)$   Investor sentiment turns cold amid selloff, with the market at a pivotal point to determine if the correction is over or just halftime; hence, the primary debate remains whether this week's selloff signifies a "clearing of the decks" with bad news priced in, or the start of a deeper slide With the S&P 500 (.SPX) testing critical 6500 support, there is potential for a bounce; however, failure to hold this level risks a deeper slide. Extreme retail pessimism, a contrarian "buy" signal indicating a market bottom, may not prompt a quick recovery if broader conditions remain weak, with geopolitical tensions possibly validating rather than reversing the pessimism The 52% bearish reading suggests a possible sentim

The recent decline below $4,600 suggests a leveraged flush rather than a permanent trend reversal, as structural drivers like central bank accumulation and geopolitical risk remain intact despite high interest rates This may be a "bear trap", where a short-term selloff unwinds crowded positions in gold, but if oil prices rise and inflation expectations stay high, it could signal the start of a regime change, with gold struggling in the longer term against rising yields and energy-driven inflation Oil is currently the dominant asset due to supply shocks and global tension, while gold is secondary, pressured by higher rates and inflation concerns, making energy the preferred play in the short term, with gold potentially catching up later Small positions in both gold and oil are advisable for

(1) Tiger Cooling Fan (2) Tygo Mini Fan

Decrease greater than 3%

$Keppel(BN4.SI)$  $Sembcorp Ind(U96.SI)$  $Wilmar Intl(F34.SI)$  $DFIRG USD(D01.SI)$  $SGX(S68.SI)$   As market conditions evolve, institutional investors are making clear bets on specific sectors that are poised to gain from current trend The "smart money" has shown a clear preference for specific sectors, with Keppel (BN4) and Sembcorp (U96) leading in offshore, energy, and infrastructure services, Wilmar (F34) and DFIRG (D01) dominating in consumer-facing businesses, and SGX (S68) excelling in financial market servic

B. Steady Climb: Gain 3%–10% (strong results aligned with price upcycle) The market seems to be anticipating good results, and while some upside may already be priced in, Micron Technology (MU) remains well-positioned in the AI memory supercycle, so a solid beat (without a blowout) could lead to moderate, yet steady gains

$Micron Technology(MU)$   The earnings report of Micron Technology (MU) is a key indicator for the semiconductor sector, with AI-driven HBM (High Bandwidth Memory) demand and rising prices likely fueling a memory super cycle narrative。。。 If MU reports record-breaking earnings powered by AI momentum and a massive guidance beat, the stock could skyrocket to the moon to gain >10% If strong results aligned with the price upcycle and reflect continued demand growth, the stock may experience a steady climb to gain 3%–10% If performance presents good results but is already reflected in the stock, leading to minimal movement, it might be priced in and move within ±3% If the report results in profit-taking or guidance misses aggressive expectati

$GE Vernova Inc.(GEV)$  $NVIDIA Corp(NVDA)$  $Oracle(ORCL)$  $Alphabet(GOOG)$  $Palantir Technologies Inc.(PLTR)$   Jensen's Five-Layer Cake Theory divides AI investment into five layers : energy, chips, infrastructure, models, and applications, each playing a key role in the AI ecosystem Investors can capture the AI cycle by targeting the energy layer through GE Vernova (GEV), the chip layer with NVIDIA (NVDA), the infrastructure layer via Oracle (ORCL), the model layer through Alphabet (GOOG), and the application layer with Pala

If global capital flows back to Singapore, banks could gain from wealth inflows and fee income, property stocks may see safe-asset demand despite cooling measures, while defense stocks offer a geopolitical hedge with steady dividends and global expansion

$DBS(D05.SI)$  $ocbc bank(O39.SI)$  $UOB(U11.SI)$  $SINGAPORE TECH ENGINEERING LTD(S63.SI)$   Singapore is navigating a structural flight to quality, with global capital seeking a safe haven and disciplined institutional inflows bolstering its reputation as a premier destination for stable wealth。。。 If capital flows back into Singapore, sectors catering to foreign investment, particularly banking and real estate, are poised to benefit most, driven by inherent stability and a favorable business environment DBS (D05), OCBC Bank (O39), and UOB (U11) provide stability with stro