To The Moon

$WeRide Inc.(WRD)$ ,a Chinese autonomous driving technology company, has recently experienced significant stock volatility, influenced by strategic investments and market dynamics. Recent Developments: Nvidia's Investment: Nvidia disclosed a 1.74 million share investment in WeRide, signaling confidence in WeRide's autonomous vehicle technology. Strategic Partnerships: WeRide has expanded its global presence through partnerships, including a collaboration with Uber to introduce autonomous vehicles in Abu Dhabi, marking Uber's first international robotaxi service. Risks: Speculative Valuation: WeRide's recent stock performance is driven by speculation rather than solid fundamentals, making it susceptible to market corre

$Alibaba(BABA)$  As a long holder of BABA, Alibaba's recent breakout above its October high is a significant technical and psychological milestone, especially as it approaches the $120 resistance level. The continuous inflow of funds from mainland China investors via the Stock Connect programs highlights strong domestic confidence in the company's long-term growth prospects, despite recent regulatory challenges. From a valuation perspective, Alibaba remains attractively priced compared to its global peers, trading at a forward P/E ratio that is significantly lower than many of its counterparts. This suggests that there is still room for upside, particularly if the company can demonstrate sustained revenue growth and

@Chase Chua $Baidu(BIDU)$ $Alibaba(BABA)$  $JD.com(JD)$ $JD.com(JD)$  

Heng Ong Huat! @chase

If Musk acquires TikTok, it could be the ultimate chess move in his quest to consolidate global influence. Imagine TikTok integrated into ‘X,’ where Musk creates a platform that’s a one-stop shop for social media, payments, shopping, and even virtual reality experiences. The potential to harvest TikTok’s immense user data could lead to unprecedented advancements in AI, personalisation, and even digital governance.  But here’s the conspiracy: could this be the Trojan horse ByteDance and China need to retain subtle control over Western markets? A sale might seem like a transfer of power, but what if it’s a backdoor deal to maintain influence while sidestepping legal restrictions? Either way, this move could reshape the tech landscape forever. The question is—do we want Musk to be the fa

$Palantir Technologies Inc.(PLTR)$  I’ve been following PLTR for quite some time now. For context, I started investing in Palantir at an average price of $17 and exited my position completely at $40. While this was a solid return, my decision not to re-enter at these levels stems from a few observations and market trends. 1. Valuation Concerns: Morgan Stanley’s downgrade highlights a critical issue—Palantir’s valuation premium. Currently, it trades significantly higher than its peers, which limits the upside potential unless we see substantial growth acceleration or new revenue streams. 2. AI Hype vs. Execution: The AI narrative has undoubtedly fueled its stock price, but much of this growth feels priced in. For me,

2024 was an epic ride with the markets soaring high, but what about 2025? ✨ My 2025 Goals: 1. Master options trading (finally!). 2. Read 12 books that expand my horizons 📚. 3. Crush a fitness challenge (any tips on marathons?). 4. Build an emergency fund to protect my portfolio. 5. Explore Japan’s cherry blossoms 🌸 while riding the investing wave. let's make 2025 a game-changer together. 

25 bps cuts are certain now, the Fed might be juggling two fires: stubborn inflation and a looming economic slowdown. The 2025 dot plot forecasting fewer cuts signals one harsh truth — the Fed expects rates to stay higher for longer. This could mean borrowing remains costly, corporate debt refinancing becomes brutal, and consumer spending slows. The market, ever forward-looking, might start pricing in recession risk instead of rate cut optimism. In short: If the Fed pivots too slowly, we risk a hard landing. If they pivot too fast, inflation rears its ugly head again. The real plot twist? 2025 could be the year the market finally stops clinging to the Fed as its ‘savior’ and starts facing reality.   

Elon gave us Teslas and rockets, Jensen minted GPUs for AI gold rush, Michael baptized us in Bitcoin, and Trump? He’s selling reality like it’s a penny stock. But the real Daddy of the Year? The market itself — because it always finds a way to humble us all.

As a modern Singaporean, five companies I can’t live without are: 1.$Apple(AAPL)$   – My iPhone, MacBook, and AirPods are indispensable for work, communication, and entertainment. Apple’s seamless ecosystem keeps my life connected and efficient. 2.$Alphabet(GOOG)$   – From finding the best chicken rice to navigating the streets, Google is my daily guide for information and directions. 3.$DBS Group Holdings(D05.SI)$   – Seamless digital payments are a must. PayLah! and PayNow make bill-splitting, transfers, and shopping effortless. 4. $Tiger Brokers(TIGR)$  – Staying updated on investm