To The Moon

$Figma(FIG)$ Figma’s results strongly support a growing market narrative: AI is enhancing productivity software rather than replacing it. The key question now is valuation versus durability of growth. 1. What the earnings actually show The quality of the beat matters more than the headline numbers. Structural positives 40% revenue growth at Figma’s scale suggests expansion within existing enterprise customers, not just new sign-ups. AI usage translating into engagement: Figma Make WAU +70% QoQ indicates AI features are driving creation activity, which historically leads to higher seat expansion and pricing power. Partnerships with Anthropic and OpenAI position Figma as a workflow layer, not merely a design tool. That widens its moat inside product

Meta’s decision to deploy millions of NVIDIA AI chips is strategically significant, but the market question is not simply demand, it is durability of earnings and pricing power. 1. What this means fundamentally This confirms hyperscaler AI spending has moved from experimentation to infrastructure standardisation. Meta is no longer buying GPUs for training cycles alone. It is building persistent AI factories for recommendation engines, generative AI, and agent-based systems. Three important signals emerge: Blackwell → Vera Rubin continuity: Meta is committing to a multi-generation roadmap, reducing demand cyclicality. Grace CPU adoption: NVIDIA is expanding from GPU vendor to full-stack computing platform, increasing system revenue per deployment. Scale economics: Millions of chips imply lo

This situation is now less about fundamentals and more about deal probability and strategic positioning. WBD and PSKY outlook Near term: cautiously bullish, but event-driven. PSKY gains leverage by signalling financial flexibility and willingness to absorb the breakup fee. The higher bid increases odds of renegotiation and keeps competitive tension alive, which markets typically reward. WBD benefits regardless of the winner. A bidding contest raises implied valuation and strengthens its negotiating power ahead of the shareholder vote. The stock reaction reflects optionality rather than operational improvement. However, upside is capped by execution risk. Media mergers face integration complexity, debt concerns, and regulatory scrutiny. If negotiations stall, part of the premium could unwin

Precious metals typically respond less to the event itself and more to uncertainty and liquidity conditions surrounding the event. 1. How metals react to geopolitical crises Gold and silver rally when markets price: escalation risk or military uncertainty, currency instability or sanctions spillovers, falling real yields and risk aversion. Once diplomacy appears credible, the risk premium unwinds quickly, even if the underlying conflict is unresolved. This explains why prices often fall when talks begin, not when peace is achieved. Markets remove the insurance premium first. 2. Is every dip a buy? Not necessarily. There are two types of pullbacks: Structural dips: driven by temporary sentiment shifts while real yields fall or liquidity expands. These are usually buyable. Macro resets: caus

$Tiger Brokers(TIGR)$ 2. Long-Distance Horse I ride with patience, not noise. True wealth is rarely built in explosive sprints but through disciplined compounding, strong fundamentals, and staying invested while others chase the next hype cycle. Time in the market is my greatest edge.

2. Long-Distance Horse I ride with patience, not noise. True wealth is rarely built in explosive sprints but through disciplined compounding, strong fundamentals, and staying invested while others chase the next hype cycle. Time in the market is my greatest edge.

SG earnings season: broadly resilient but lacking strong growth surprises. Results confirm stability rather than acceleration, with markets shifting from valuation rerating to earnings validation. Yield and cash flow remain the main drivers. Keppel: After a 12-year high, much of the transformation and leadership confidence appears priced in. The re-rating reflects its asset-light pivot and recurring income visibility. Upside now likely depends on execution and earnings delivery rather than further multiple expansion. Chasing momentum at current levels carries higher risk unless new catalysts emerge. SGX: Record revenue but share pullback looks macro-driven, mainly from falling rate expectations reducing interest income tailwinds. Core business remains strong with predictable cash flow and

The headline sounds powerful, but the market impact depends less on the number itself and more on credibility, pacing, and macro liquidity. --- 1. Would sovereign accumulation tighten supply? Yes, structurally, but only if execution is real and gradual. Bitcoin’s effective float is already smaller than headline circulating supply because: long-term holders rarely sell, lost coins reduce liquidity, ETF custody locks supply off exchanges. If a sovereign entity accumulates steadily over years, it removes marginal supply from the tradable market, which can: compress available float, increase price sensitivity to demand shocks, reinforce the “reserve asset” narrative. However, markets price actual buying, not proposals. Until purchases begin, the effect is mostly psychological. --- 2. Marginal

$Tiger Brokers(TIGR)$ Charging into the Year of the Horse with discipline, momentum, and a long-term mindset. May every position be well-timed, every risk well-managed, and every opportunity ridden with conviction. Here’s to turning strategy into strength and consistency into prosperity. Ready to ride towards richer horizons and stronger returns in 2026. 🐎📈

Yes, the softer January CPI meaningfully raises the probability of rate cuts, but it does not automatically guarantee a sustained equity rally. The market reaction depends on why inflation is cooling and what it implies for growth. --- 1. Does softer CPI increase rate-cut odds? Yes, but cautiously. January CPI rose only 0.2% MoM and 2.4% YoY, below expectations, reinforcing the view that inflation pressures are easing. Markets immediately pulled forward easing expectations, with Treasury yields falling and traders increasing bets on Fed cuts later this year.  Key implications: Cooling inflation reduces the Fed’s need to keep policy restrictive. Futures markets now price meaningful probability of cuts beginning around mid-year. Bond markets reacted first: short-term Treasury yields dec