To The Moon

$ARM Holdings(ARM)$ I continue to DCA into my ARM position because I believe the long-term opportunity is much bigger than the short-term price fluctuations. Arm is increasingly becoming a critical part of the computing ecosystem, with its architecture powering smartphones, cloud infrastructure, AI accelerators, automotive systems and increasingly PCs. As computing demand continues to expand, I see Arm's position as an important semiconductor IP provider giving it exposure to multiple long-term growth trends without having to manufacture chips itself. Another reason I continue averaging in is the growing importance of energy efficiency in AI and data centers. As AI workloads become more demanding, hyperscalers and chip designers are looking fo

As we enter September, I’m watching the $Straits Times Index(STI.SI)$ closely after it gained 0.19% last week to 5,699.93. SGX, banks and telecoms supported the index, while Greater China tech remained weak. $SGX(S68.SI)$ record FY2026 results and strong dividend also stood out. This week, my focus shifts to Singapore’s August PMI, July trade data and foreign reserves, which should provide clues on manufacturing, exports and SGD stability. I’m also watching Friday’s dividend and REIT distributions, particularly APAC Realty, $Keppel DC Reit(AJBU.SI)$ ,

$ServiceNow(NOW)$ I'm continuing to DCA into $ServiceNow(NOW)$ and, importantly, I'm comfortable averaging up rather than waiting for the stock to return to my previous entry price. For me, the key question isn't whether NOW is cheaper than where I first bought it—it's whether the company's long-term fundamentals are becoming stronger. I believe they are. ServiceNow sits at an interesting intersection of enterprise software and AI. Companies are increasingly looking beyond AI experimentation and toward actually embedding AI into their workflows, IT operations, customer service and employee processes. ServiceNow already has the enterprise relationships, workflow platform and ecosystem needed to monetize that transition. If AI increases the valu

For me, the biggest takeaway is that the market is clearly rotating back into AI software, cybersecurity and enterprise tech. I’m especially watching $Salesforce.com(CRM)$ , $ServiceNow(NOW)$ and $NVIDIA(NVDA)$ because their earnings, AI catalysts and improving momentum suggest the underlying story remains strong. The broad participation also gives me more confidence that this isn’t just a one-stock rally. That said, I’m not chasing the strongest green candles here. $CRM, $Veeva

I think the biggest takeaway for me is that value investing has to evolve with the market. I still believe in valuation and margin of safety, but I’m increasingly focused on business quality, cash flow, competitive moats and industry growth cycles. Understanding an industry early can be much more powerful than simply looking for cheap stocks. For me, position sizing is key to building a crash-resilient portfolio. I don’t want one wrong thesis to hurt the entire portfolio, so I prefer diversification and keeping some cash for opportunities during pullbacks. I also agree that conviction should never become stubbornness. Ultimately, my investing superpower is consistency over noise. I try to combine fundamentals, industry trends, catalysts and technical signals. The goal isn’t to avoid every

I really like Jeremy’s point that retail investors have an “invisible superpower” — our industry knowledge and everyday observations. We may not have the resources of fund managers, but we can spot changes in consumer behaviour, products and businesses before they show up in the numbers. The Pop Mart, Haidilao and PDD examples stood out to me. I also like using stage analysis as a co-pilot rather than relying on charts alone. For me, the sweet spot is when strong fundamentals, improving business momentum and technical strength all start pointing in the same direction. My biggest takeaway is to pay more attention to what I see around me. A longer queue, a new product trend or a company suddenly expanding into a new market could be an early signal. The challenge is turning those observation

I really like Jeremy’s “Old Testament vs. New Testament” analogy. Graham gives us the foundation—valuation and margin of safety—while Buffett shows why owning great businesses with strong moats can be even more powerful. The $BYD COMPANY(01211)$ example stood out to me. Long-term investing requires patience and conviction, especially when the market hasn’t fully recognised a company’s potential. Position sizing also matters because even a great thesis can hurt if the position is too large. My biggest takeaway is to treat every stock as owning part of a real business. If I couldn’t sell a stock for three years, I’d want to be confident in its moat, management

Interesting event, I found 12 relevant tickers, listed below. 1.  $Straits Times Index(STI.SI)$ 2.  $Apple(AAPL)$ 3.  $Tiger Brokers(TIGR)$ 4.  $Alphabet(GOOGL)$ 5.  $Grab Holdings(GRAB)$ 6.  $Tesla Motors(TSLA)$ 7.  $McDonald's(MCD)$ 8.  $Starbucks(SBUX)$ 9.  $DBS(D05.SI)$ 10.  $Meta Platforms, Inc.(META)$ 11.  $NVIDIA(NVDA)$ 12.  $SpaceX(SPCX)$ @TigerEvents @Tiger_comments @TigerStars

What stands out to me is that NVIDIA and Marvell both delivered strong results, but the market was trading expectations, not just earnings. NVIDIA initially dipped because huge beats had become the norm, but Jensen Huang's comments on accelerating AI demand, Rubin production and long-term growth gave investors a reason to reprice the stock higher. For Marvell, expectations had already become extremely high after the Google custom-silicon deal and its huge YTD rally. The fundamentals remain strong, but investors learned that the bigger Google revenue contribution may take longer to materialize, so the market reset its timeline and valuation. My takeaway is simple: earnings are about the gap between reality and expectations. NVIDIA raised expectations for the future, while Marvell pushed so

For me, A. Spot Bitcoin ETFs: $iShares Bitcoin Trust(IBIT)$ , $Fidelity Wise Origin Bitcoin Fund(FBTC)$ is the most attractive option right now. I prefer direct Bitcoin exposure because the recent rally is being supported by actual ETF inflows, a weaker dollar and improving regulatory expectations, without taking on the additional operational or leverage risks of miners or $MicroStrategy(MSTR)$ . I also l