To The Moon

I think UNH’s $UnitedHealth(UNH)$ steep drop is a mix of panic and real concern. The series of bad news—from the executive shooting to earnings misses and now a criminal Medicare fraud probe—has created intense uncertainty. Still, a 55% YTD decline seems excessive for a blue-chip with solid cash flow, hinting at potential short-term overselling. That said, I’m cautious. The fraud allegations are serious, and the suspicious options trading before the WSJ article raises red flags. If charges stick, they could lead to big fines and lasting reputational harm. With political pressure on healthcare rising, the risks are elevated. I wouldn’t short UNH, but I’m not ready to buy either. The business fundamentals are still strong, and if the situation sta

My Reaction to the Coinbase Hack I was quite concerned when I first heard about the Coinbase hack. A customer data breach is a serious issue, and seeing the stock drop by 7% yesterday made me wonder about the broader implications. However, learning that the hack did not affect Coinbase's wallets or funds directly gave me some reassurance that the core operations remain intact. $Coinbase Global, Inc.(COIN)$   Coinbase Analyzing the Financial Impact on Coinbase I think the financial impact on Coinbase is notable but manageable. The company is expected to incur costs of up to 400 million dollars to handle the response and compensation efforts. This is a significant expense, but given Coinbase's scale as a majo

For me, the most important trait of a successful investor is emotional control. The market can be unpredictable & volatile, it’s easy to get caught up in fear or greed. Making decisions based on emotions usually leads to mistakes. Staying calm & sticking to a strategy, even when things get shaky, helps me stay focused on the bigger picture. The 2nd trait is discipline. Every trader must have a plan & more importantly, stick to it. It’s tempting to deviate when opportunities or panic arise, but I’ve found that consistently following my strategy, setting clear entry and exit points and not chasing trades ensure a stable performance over time. Lastly, portfolio & risk management are absolutely essential. Before entering any trade, I always do my homework whether that’s throug

I believe Tencent’s “pragmatic AI” strategy offers strong near-term value. By enhancing ads and gaming—its core revenue streams—Tencent is showing real AI monetization without major disruption. The Yuanbao system, tied to WeChat’s vast mini-program network, mirrors Meta’s approach: using AI to optimize what already works, with measurable ROI. That said, I think the market may be overlooking Alibaba’s transformation. Despite a slight revenue miss, its profit surged & the massive investment into AI infrastructure shows a clear pivot toward becoming China’s AWS + OpenAI. Shifting focus from GMV to cloud & foundation models like Tongyi could pay off big if adoption grows. While Tencent balances ambition & discipline better today, Alibaba’s aggressive push could yield greater long-

S&P 500 Rises After Soft Inflation Report; Hong Kong Stocks Fall Due to Profit-Taking 🇺🇸 S&P 500 Index: +0.41% 🇺🇸 Nasdaq Index: -0.18% 🇪🇺 STOXX 600 Index: +0.65% 🇯🇵 Nikkei 225 Index: -0.98% 🇭🇰 Hang Seng Index: -0.79% 🇨🇳 CSI 300 Index: -0.89% 🇸🇬 Straits Times Index: +0.54% Wall Street closed mixed, with the S&P 500 up 0.4% and the Nasdaq Composite down 0.2%, driven by falling producer inflation data and lower oil prices, which caused U.S. Treasury yields to decline and supported equity markets. U.S. retail sales in April grew just 0.1% month-over-month, down from 1.7% in March, as the boost from pre-tariff purchases faded and households cut back on spending amid an uncertain economic outlook. For the week ending May 10, U.S. weekly initial jobless claims held steady at 229,000.

I opened $Palantir Technologies Inc.(PLTR)$  ,Riding the Long-Term Wave: My DCA Journey with Palantir (PLTR) PLTR has long been a polarizing stock—beloved by some for its futuristic potential and dismissed by others as overhyped. For me, it has always represented a compelling long-term opportunity. I began Dollar-Cost Averaging (DCA) into PLTR during periods of market uncertainty and weakness, and that strategy has paid off by giving me a strong, low-cost position in a company I continue to believe in. Why I Chose PLTR for DCA Palantir stood out for several reasons. First, it offers exposure to the growing demand for data analytics and artificial intelligence (AI), especially in sectors like defense, government, and enterprise software. Despi

Initial Reaction to the News When I first read about UnitedHealth Group's CEO resigning and the withdrawal of their earnings outlook, it was a clear red flag for me. Such drastic moves indicate internal turmoil, and that always raises my caution as an investor. UnitedHealthcare Understanding the Impact of the Fraud Probe The criminal probe for Medicare fraud is serious. Legal issues like this can be expensive, time-consuming, and damaging to a company's reputation. I see this as a major overhang on the stock that will likely weigh on investor sentiment for a while. UNH probe The 8% Drop: Is This a Buying Opportunity? While an 8% drop might seem attractive for dip buyers, I believe this is not the right time to act. There is no guarantee that this is the bottom. In my experience, stocks inv

My Reaction to SingPost's Earnings Decline I was quite taken aback by the news of SingPost $SingPost(S08.SI)$  dropping 12% after its recent earnings report, which revealed a decline in both revenue and profit year-over-year. This significant drop raises concerns for me, especially since the company has already been under scrutiny following the departure of five key executives last year during its restructuring efforts. I find this situation troubling, as it suggests potential instability at a time when SingPost needs to demonstrate resilience and growth. Singpost My Thoughts on Buying the Dip I am debating whether this dip in SingPost's stock price presents a buying opportunity or if I should exit as soon as

My Thoughts on Alibaba's Revenue Miss I was surprised to see Alibaba miss its fourth-quarter revenue expectations for FY2025, with revenue hitting RMB 236.45 billion compared to the anticipated RMB 237.91 billion. This 5% drop in stock value after the announcement caught my attention, especially given the challenging economic climate in China affecting consumer spending. However, I find the 279% year-on-year surge in net profit to RMB 12.382 billion quite intriguing, suggesting some strong underlying financial adjustments or one-time gains that I need to dig into further. Alibaba My Take on Whether It's a Buying Opportunity at $120 I am considering whether Alibaba's dip to $120 presents a buying opportunity. The company's cloud division showed an 18% revenue increase, driven by growing AI

My Perspective on the Saudi Arabia AI Developments I find the recent advancements in Saudi Arabia's AI sector to be a fascinating opportunity for companies like NVIDIA $NVIDIA Corp(NVDA)$  , AMD $Advanced Micro Devices(AMD)$  , and SMCI $SUPER MICRO COMPUTER INC(SMCI)$  to capitalize on a growing market. Saudi Arabia's newly established company, Humain, has placed substantial orders for high-end AI chips from both NVIDIA and AMD, signaling a strong commitment to building advanced AI infrastructure. At the same time, SMCI has entered into a multi-year, $20 bi