To The Moon

In the Year of the Horse, successful investing is all about speed and foresight.

While the world was busy with Lunar New Year reunions, the markets remained wide awake.

With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s "curtain call"—it serves as a massive question mark

The Sweet Success (Nanyang Treats) Pineapple Tarts (Ong Lai), Nian Gao, or traditional Love Letters. Wishing you "Ong" and sweetness all year round.

As 2026 kicks off, markets are already shifting. AI is being re-priced. Defensive sectors are breaking out. Small caps are stirring.

The Mag7 Myth Crumbles: Microsoft (MSFT) has officially entered a bear market, down over 25% from its recent high. Amazon (AMZN) followed suit after eight consecutive days of losses. Meta is now teetering on the edge of the bear market threshold.

Perfect! All well

Fast! Trading fast

Bad, lost a bit

$Qualcomm(QCOM)$: The "Disappointed" in the Mobile Market As market darlings shift to memory and AI servers, Qualcomm's position in the mobile sector appears somewhat bleak. Although supported by automotive and IoT businesses, under the shadow of Apple's in-house modems, Qualcomm urgently needs to demonstrate its monetization capabilities in AI PCs and edge AI.