To The Moon

Over the past three months, I’ve seen software stocks shift from AI darlings to a full reset. The hype phase is clearly over — now the market wants proof. Even after the sentiment boost from $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ deal, investors are demanding real monetization and disciplined spending, not just AI narratives. I’m closely watching $CoreWeave, Inc.(CRWV)$ , $Salesforce.com(CRM)$ and $Snowflake(SNOW)$ . CoreWeave’s leverage and funding plans test infrastructure sustainability. Salesforce’s AI ARR shows whether customers are truly paying for

This earnings season, I’m seeing a textbook “sell-on-news” reaction from Singapore to Wall Street. Even names like JPMorgan Chase and Bank of America were punished despite solid numbers, as investors fixate on rising costs and AI spending discipline. The market is clearly demanding clean execution, not just beats. For our local banks, I see a more defensive story. DBS remains my dividend anchor after its 38% payout boost, even if provisions triggered short-term weakness. OCBC Bank stands out for its wealth management resilience and steady asset quality. Meanwhile, United Overseas Bank looks the most beaten down after heavy provisioning, making it the cheapest on valuation. If I had S$10,000 today, I’d core into $DBS(D05.SI)$ for dependable in

My stock in focus today is following its massive AI chip agreement with . A potential US$60 billion, five-year deal — with Meta able to acquire up to 10% of $Advanced Micro Devices(AMD)$ — is a strong strategic endorsement. The market reacted decisively, sending AMD up over 7% while rivals like and slipped. What stands out is the focus on inference, with Meta helping design AMD’s MI450 GPUs for real-world AI workloads like chatbots. As inference demand is expected to outgrow training, this positions AMD in a key long-term growth segment. Beyond the headline numbers, the inclusion of customized CPUs and multi-generation supply commitments shows this is a deep infrastructure partnership, not a one-off order. With hyperscalers increasingly diversif

While everyone was enjoying reunion dinners, I kept one eye on the market. This Lunar New Year, my “red envelope” came from trading $Palantir Technologies Inc.(PLTR)$ . With strength in the S&P 500 and continued AI momentum led by $NVIDIA(NVDA)$ , I saw opportunity forming instead of chasing noise. Rather than trading hype, I focused on discipline. PLTR pulled back in thin holiday liquidity, but its AI and government-commercial growth story remains intact. I added gradually into weakness, respecting volatility while positioning for a broader breakout. I may forget the festive dishes, but I won’t forget staying rational while fireworks lit up the sky. In the Year of the Horse, speed matters—but disc

Tomorrow after the close, all eyes are on $NVIDIA(NVDA)$ . Expectations are high — around $57B revenue with aggressive data center forecasts — but at ~24x forward P/E, the stock already reflects a lot of skepticism. For me, it’s less about the beat & more about whether guidance proves AI demand into 2026–2027 is still solid. Options are implying roughly a 6% move, so volatility is almost guaranteed. The “2027 anxiety” is real, especially with hyperscaler capex questions & competition from AMD. Still, Nvidia’s ecosystem and inference leadership aren’t easily replaced. If Blackwell shipments and guidance are strong, sentiment can shift quickly. Jensen’s tone on the post-Blackwell roadmap will matter just as much as the numbers. I’m picking

Today my stock in focus is $IBM(IBM)$ , after a 13% plunge sparked by concerns that Anthropic’s Claude Code could disrupt its lucrative COBOL modernization business. Since COBOL underpins critical systems in banking and government, IBM has long benefited from complex, consultant-heavy upgrades — a moat now being challenged by AI-driven automation. The market is questioning whether AI can compress projects that once took years into quarters, potentially reshaping IBM’s consulting economics. That explains the sharp repricing. However, IBM isn’t standing still. With over $12.5B in generative AI business and Watsonx already supporting COBOL refactoring, the real debate is whether IBM becomes the disruptor — or gets disrupted.

Day 3 of Chinese New Year is a stay-in day, so I chose to “set up my luck” at home. 🧧🏮 I created my own 2026 AI image: a 3D tiger wearing a red-and-gold cape, riding a galloping horse toward the future. Red lanterns hang on both sides, gold-edged couplets adorn the door, and at its feet are rising stock charts and scattered gold coins. The horse’s hooves kick up not dust, but the glow of red envelopes and tangerines (symbolizing great fortune), while fireworks light up the night sky, filling the scene with the richest festive spirit and hope. My 2026 wish: “May luck shine bright and progress stay steady; let discipline become my ‘lucky money’ and time turn persistence into compounded rewards.” 🐯🍊✨ @

Buffett’s latest move at Berkshire Hathaway feels more like risk management than a full retreat from tech. Trimming positions such as Apple and raising cash reflects his scale and defensive mandate. It doesn’t automatically mean Big Tech’s growth story is over. The pullback in the NASDAQ Composite looks more like sentiment-driven repositioning to me. With institutions underweight and names like NVIDIA and Microsoft now less crowded, the setup feels more selective than broken. Personally, I’m not moving fully to cash. I prefer scaling in when fear rises. This feels less like a bubble bursting and more like the shift from AI hype to disciplined accumulation. For long-term investors, volatility is often the price we pay for outsized returns. I’d rather build positions gradually than wait for

The New Year is here and I’m excited to join the Screenshot Challenge! 🎉 I took a screenshot of the Tiger digital jump rope in the GIF — it caught my eye immediately. The sleek design and sporty vibe really stand out, and it perfectly matches the fresh, energetic start I’m aiming for this year. I love how it blends fitness with a bit of Tiger style. It feels like more than just a gadget — it’s a reminder to stay disciplined and consistent, especially as we step into 2026 with new goals. The digital feature makes it even cooler and more practical for tracking progress. I plan to order the digital jump rope, so I’m extra happy to see it featured. Starting the year strong, staying active, and having a little Tiger motivation along the way — that’s my 2026 game plan! 🐯✨

$Palantir Technologies Inc.(PLTR)$ I continue to DCA (Dollar-Cost Average) into PLTR during this round of massive pullback because I believe in the company's long-term fundamentals. Despite recent volatility, PLTR's core offerings in data analytics, AI-driven platforms, and government contracts remain strong. These businesses provide recurring revenue and strategic positioning that are hard for competitors to replicate, which gives me confidence that the company will continue to grow over the next several years. Another reason I keep adding is that market pullbacks create opportunities to buy at lower valuations. Instead of trying to time the market, DCA allows me to steadily accumulate shares while smoothing out price swings. Given the compa