To The Moon

I’ll admit it—I didn’t expect to find myself this intrigued by a tea company’s IPO. But Chagee, one of China’s fastest-growing tea chains, is brewing up quite the financial blend as it eyes a $400 million raise through a New York listing. It’s not just the bubble tea that’s frothy—investor expectations are quietly fizzing too. The timing is bold, if not outright cheeky. US-China tensions are hardly a whisper anymore—they’re a full-blown tariff tango, with the SEC and geopolitical hawks scrutinising Chinese listings like never before. Yet here comes Chagee, aiming to list at a valuation up to $5.1 billion. That’s not outrageous, mind you—especially when you stack it up against tech unicorns with questionable unit economics and losses deeper than the Mariana Trench. Let’s talk numbers—real o

The Singapore dollar is flexing hard—but this time, it’s downright majestic. Having surged to historic highs, the SGD isn’t just making waves on forex screens—it’s subtly reshaping everyday life in ways that are both practical and, occasionally, delicious. Imported goods? Cheaper. My grocery bill now feels like it’s on a diet—French cheese, Aussie beef, and Italian olive oil are no longer the splurges they once were. Even my daily kopi—specifically, a well-pulled espresso—is feeling the ripple. Overseas holidays? Let’s just say Japan’s yen feels like Monopoly money right now. But there’s a catch (isn’t there always?). Exporters are feeling the pinch as our goods get pricier abroad. That could mean thinner margins, slower growth, and potentially trimmed bonuses for those working in export-h

Under the Hood of Silicon Valley’s Crown Jewel—Are We Early, Late, or Just in Time? As an investor, I’m naturally wary when Wall Street begins to sound like a fan club. But when a stock with a $2.7 trillion valuation is still being touted as the best trillion-dollar buy—as $NVIDIA(NVDA)$ now is—it’s enough to make even the most sceptical among us pause mid-sip and raise an eyebrow. The Street sees 58% upside from current levels, outpacing Amazon’s by a clear 14 percentage points. Not bad for a company already halfway to the moon. So, is there really more rocket fuel left? Or are we just gawking at contrails? Crowned by Code, Fuelled by Silicon—Nvidia’s Throne Endures GPU King? More Like AI Empire Let’s not dance around the obvious—Nvidia’s domina

Banking on Brilliance South of the Equator I’ve been tracking Nu Holdings for a while now, and if there’s one word that keeps popping up, it’s this: unstoppable. This isn’t your average fintech flirtation—Nu is reshaping what banking means for millions in Latin America. But while everyone’s buzzing about customer growth and shiny app interfaces, I think there’s a deeper story here. A smarter, quieter revolution that could make Nu one of the most compelling long-term investments of the decade. At the heart of it, $Nu Holdings Ltd.(NU)$ isn’t just adding users—it’s unlocking financial access in a region where over 120 million people remain unbanked. Think about that. It’s not about stealing market share—it’s about creating it from scratch. When someon

Under the bonnet of a quiet retail juggernaut with torque to spare There’s something oddly poetic about $AutoZone(AZO)$. While the broader retail sector frets over footfall and inflation, this parts powerhouse just keeps revving. I’ve followed the company for a while now, and if there’s one thing that’s abundantly clear, it’s this: AutoZone isn’t just recession-resistant—it seems recession-fuelled. In times of economic cheer, we splash out on shiny new motors. But when the economy sulks, as it does now and then, we nurse our ageing rides back to health—and AutoZone is the pharmacy of choice. With the average vehicle age in the US creeping past 12.5 years (a new record, by the way), AutoZone is perfectly tuned for this greying fleet. More breakdowns

In a market flooded with hype and pixelated promises, Take-Two Interactive might just be the grown-up in the gaming room. I’ve always had a soft spot for companies that quietly reinvent themselves while everyone’s busy chasing the next shiny object. And lately, I’ve been spending more time than I’d care to admit eyeing $Take-Two(TTWO)$ . Not just because it makes Grand Theft Auto—a franchise that practically prints money and inspires memes—but because there’s something shrewd and surprisingly undervalued about how this company is evolving. Let’s not kid ourselves: the video game industry is fickle. One hit wonder today, forgotten relic tomorrow. But Take-Two has managed to craft not just blockbusters, but ecosystems—virtual worlds with economic gr

Where qubits meet Wall Street—expect entangled returns As someone who’s spent more time trying to decipher quantum computing than I’ve spent actually using a calculator correctly, I’m fascinated by the looming digital transformation that could redefine everything from cryptography to drug discovery. At the centre of this quantum arms race sit two titans: $Alphabet(GOOGL)$ and $IBM(IBM)$. Both have declared their quantum intentions with flair, but their strategies—and implications for investors—couldn’t be more different. Are we on the verge of a quantum leap, or just nursing a very expensive science experiment? Qubits, Schmubits: What Really Matters The tech world’s fixation with qubit counts is a bit lik

One serves up high-yield comfort, the other injects tech-fuelled growth. Together, they’re the investment world’s odd couple—and that’s precisely the point. Let’s be honest: the debate between value and growth investing has dragged on longer than most royal scandals. But instead of picking a side, I find it far more interesting—and profitable—to embrace the balance. Consider this a tale of two tickers: one a dividend juggernaut quietly printing cash, the other a medical marvel redefining disease management with a flick of technological brilliance. Meet Ares Capital Corporation (ARCC) and DexCom Inc. (DXCM)—proof that opposites don’t just attract, they compound. Income meets innovation—two forces, one powerful portfolio strategy Ares Capital: Where Boring Becomes Beautiful There’s something

Behind the e-commerce juggernaut lies an ad-fuelled, AI-powered machine quietly rewriting Amazon’s growth story. When people think $Amazon.com(AMZN)$, they picture next-day deliveries, Alexa playing the wrong song, or Jeff Bezos channeling his inner space cowboy. But beyond Prime perks and AWS’s cloud reign, there’s a high-margin rocket lifting off—and no, it’s not another Blue Origin test flight. It’s Amazon’s advertising business: the company’s most underrated profit engine. Amazon’s engine isn’t e-commerce. It’s this quiet, roaring machine The Ad Machine You Didn’t See Coming Amazon’s ad segment is growing faster than your cart total during a Prime Day binge—clocking in around 18–19% annually. It’s starting to look like

When it comes to market darlings, Natera doesn’t exactly strut across CNBC headlines in a glittering AI cape. But don't let its relatively quiet demeanour fool you — behind the lab coats and test tubes lies a company quietly revolutionising the world of diagnostics, with implications that extend well beyond the prenatal niche it first carved out. From Maternity Wards to Oncology Warlords Let’s start at the beginning. $Natera(NTRA)$ earned its stripes by pioneering non-invasive prenatal testing (NIPT), helping parents-to-be detect chromosomal abnormalities without the trauma of invasive procedures. That business, far from plateauing, still boasts a healthy 32% year-on-year growth. But the real plot twist? Natera’s pivot from expectant mothers to ex