To The Moon

$Singtel(Z74.SI)$ Is the +50% run in Singtel ($Z74.SI) sustainable? The data points to a textbook structural turnaround. 🔄 We are witnessing a "Positive Cycle Handoff." The defensive phase of FY23-24—marked by "kitchen sink" impairments at Optus and shedding loss-makers like Trustwave—is largely complete. Now, Singtel is weaponizing its balance sheet. By aggressively recycling capital from legacy asset sales (Airtel stakes, Comcentre), they are funding a massive offensive pivot. The focus has shifted squarely to scaling AI-ready data centers via Nxera, capitalizing on structural ARPU growth at Airtel, and executing a S$2B share buyback program. The narrative has moved from "restructuring for survival" to "structural value realization."

The $S&P 500(.SPX)$ experienced a modest pullback and soft finish to 2025, with a roughly 0.7% drop on the final trading day (December 31, 2025) amidst light volume, we need to look at the dip as a healthy reset rather than a bursting bubble, with some expectations for continued growth and broadening market leadership into 2026 despite some year-end volatility in mega-cap tech. The late-December pullback is better interpreted as a positional reset than a structural warning—however, it does carry information about how 2026 is likely to unfold rather than whether it will be positive. In this article, I would like to share the structured way to think about the two competing interpretations. Why the Late-2025 Dip Looks Like a Healthy Reset Several

大新聞，投資界的又一個大新聞，地球村裏的帶頭大哥又搞了一件大事，召集了24家地球村裏的科技大巨頭們，簽約了一個“創世紀計劃” Genesis Mission，這份名單涵蓋了當今地球上的 AI 與算力領域各大重量級玩家，例如Anthropic，OpenAI，Google，Microsoft，NVIDIA，AMD，Intel，IBM，Amazon，Oracle等，這不僅僅是一場美國科技界的集體動員令，這是在把整條鏈路一網打盡，相當於美國能源部給市場做了一次“官方選股”。關注，立刻要去關注起來 [财迷] 爲什麼這麼說呢，根據美國能源部（DOE）12月18日的公告，創世紀計劃已與24家科技公司簽署合作備忘錄（MOU），大家可以看出這個名單覆蓋了的玩家們，幾乎都是這個領域的精英級的大廠，本身實力雄厚，知名度也相當給力。 例如AI模型的OpenAI，Anthropic，Google，Microsoft等，這些公司熱度本來就高，很多股票都是大家熟知的熱門股，這個名單一出，就像錦上添花。特別是微軟 Microsoft作爲 OpenAI 的主要合作伙伴，將其模型深度集成至 Azure 雲服務和 Microsoft 365 Copilot 中。 雲算力的AWS，Google，Microsoft，Oracle，CoreWeave 等，特別是亞馬遜 Amazon通過 AWS 佔據全球約 31%–32% 的雲基礎設施市場份額，是公認的行業領導者，微軟 Microsoft的Azure雲平臺在2025年繼續保持強勁增長，市場份額約佔20%，深度集成 AI 算力服務。 還有芯片供應的NVIDIA、AMD、Intel等。 以及解決方案與傳統強者IBM、Accenture、HPE 等。 這麼大的一個計劃，多麼好的抄作業機會啊。如果我們想要抄這份作業，首先要搞清楚三條主線，第一條主線是，誰的算力底座最穩。NVI

🌟🌟🌟The end of this week brought a brutal reality check for tech investors like me. Friday was a sea of red with a sharp broad selloff across AI related names and a significant tumble for stocks like $Broadcom(AVGO)$ and $Oracle(ORCL)$ The market felt the pain as capital frantically rotated into defensive sectors. Now we are all standing on the edge of the weekend, holding our breath and dreading next week. The big question looms: Are we facing a massive bounce next week or is this the beginning of a long painful slide? The emotional whipsaw is real. One minute we are riding the AI wave to the moon. The

$Adobe(ADBE)$ Bought some

$ADBE 20260102 385.0 PUT$ finally up