To The Moon

A Strong Rebound Is Not an All-Clear What caught my attention in Thursday's session was not the closing colour of the indices, but their recovery from the early sell-off while bond yields kept climbing. That is resilience worth noticing. It is not the same as a clean bill of health. These are my observations and plans for review, not a record of trades I have executed. I find this kind of session useful because it challenges an easy assumption: higher yields must immediately mean lower share prices. Markets can absorb bad news better than expected. But I also do not want one strong intraday reversal to make me overlook weak breadth, struggling transports or the pressure from a firmer dollar. My takeaway is to stay open to good long setups without assuming the broader risks have disappeared

Nvidia Scores +10%. Microsoft Scores +0.3%. Here Are Five That Beat Them Both. Mathematical Money | September 25, 2026 Thursday looked like nothing happened. S&P closed 7,704.13, down 1.9 points. Nasdaq 26,939.37, up 3.34. The Dow did the most work and it still only lost 161 points to 51,349.98. Call the whole session flat and you wouldn't be wrong. But the 10-year touched 5.15% before settling back near 5.1%, and that's the highest it's been since 2007. So the index did nothing while the rate everything gets discounted at went to a nineteen-year high. Those two don't sit together comfortably, and when my screens disagree with the tape I've learned to believe the screens. Rather than write another recap of a day that didn't move, let me show you what I actually run. The five things on

Everyone is talking about how much electricity AI data centres will consume. But who actually builds the equipment needed to deliver that power? That’s where $GEV gets interesting. GE Vernova sits across power generation and electrification, giving investors exposure to a theme that goes beyond AI itself. AI data centres are one source of rising electricity demand, but the bigger story could be the broader need to upgrade ageing power infrastructure while adding new generation capacity. That creates a potentially powerful combination: ⚡ More electricity demand 🏭 New generation projects 🔌 Grid investment 🌎 Energy infrastructure upgrades 📈 Long-term demand for electrical equipment The interesting question is whether investors are starting to realise that the AI infrastructure trade isn’t jus

$SBUX doesn’t have the excitement of AI chips or data centres. And that’s exactly why it’s interesting. Starbucks has been trying to reset the business after a difficult period — improving stores, simplifying operations and getting customers back more frequently. The big question now is whether this becomes a genuine earnings turnaround, rather than just a story investors are buying into. ☕ More customers 🏪 Better store productivity 🌎 Improving international performance 💰 Margin recovery 📈 Stronger comparable sales If those pieces start moving together, Starbucks could have a very different earnings profile over the next few years. But there’s still plenty to prove. Consumer spending matters. Competition is intense. And fixing a huge global store network doesn’t happen overnight. That make

$NKE has been one of those stocks where the story has gone from “iconic brand” to “prove it.” But that’s exactly what makes it interesting. Nike has been dealing with weaker demand, tougher competition and the need to refresh its product pipeline. The stock has spent a long time trying to rebuild investor confidence. Now the question is whether the turnaround is finally starting to show up in the numbers. The interesting part about Nike is that it doesn’t need an AI narrative. It needs better execution. 👟 Stronger product launches 🌎 Improving international growth 📱 Better direct-to-consumer performance 💰 Margin recovery 📈 A return to more consistent sales growth If those pieces start falling into place, the market could begin valuing Nike on what the business can become rather than what we

CrowdStrike — The AI Trade Nobody Talks About? Everyone is watching chips, data centres and AI infrastructure. But there’s another part of the AI boom that could become increasingly important: 🛡️ Cybersecurity. $CRWD has been one of the standout names in the recent cybersecurity rotation, with the sector attracting fresh attention as AI creates new security risks — from automated attacks to increasingly sophisticated threats.  The interesting part is that AI isn’t just creating demand for more computing power. It could also create demand for more protection. As companies deploy AI agents, cloud workloads and increasingly automated systems, the potential attack surface grows. That creates a potentially durable spending theme for cybersecurity companies. But CRWD isn’t a simple “AI winner.”

$INTC is interesting again. Intel has spent years trying to prove it can become more than a legacy chip company. Now the market is watching whether its manufacturing strategy can actually translate into a stronger business. What makes the story interesting is that Intel doesn’t need to beat Nvidia at its own game. The bigger opportunity could be foundry + manufacturing. If Intel can successfully produce advanced chips for outside customers, it could create a second growth engine alongside its traditional CPU business. That would make the investment case less dependent on PC demand and more about whether Intel can become a serious alternative in advanced semiconductor manufacturing. And the market is already paying attention. Intel recently became one of the most actively traded large-cap n

$Addvalue Tech(A31.SI)$ 0.34 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million. Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity (SPC) busine

Higher Yields Change the Risk Budget Looking back at the 23 September session, the move that mattered most to me was in bonds, not the headline equity index. Rising yields and a stronger dollar changed the backdrop for setups that had looked comfortable only a day earlier. These are my observations and conditional plans, not a record of trades I placed. My main takeaway is that liking a chart and wanting to carry its risk are different decisions. A squeeze can still look constructive while the broader market becomes less forgiving. I do not need to declare an entire trend finished before deciding that a particular position deserves less room. The distinction between the S&P and Nasdaq was useful. The S&P had slipped back below its breakout area, while the Nasdaq was still holding a

I’m watching Bloom Enenrgy， I would be willing to buy the shares at US$230， My main consideration right now is the IV

$First Resources(EB5.SI)$ 5.8 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands jumped 53.1% YoY to US$96.6 million. Operation

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For the "Stocks to watch today?" 1) Meta Platforms (NASDAQ: META): Meta remains a top stock to watch as it hits fresh 52-week highs following the Meta Connect conference. The rollout of the hardware companion Muse Charm—a keychain-like 5G device dedicated entirely to interacting with their AI agent—has given the stock massive momentum. Watch the $770-$780 resistance levels to see if institutional buying sustains this rally. 2) Apple Inc. (NASDAQ: AAPL) is a must-watch ticker in today's session as the equity builds staggering momentum following its transition to new CEO John Ternus. AAPL shares recently touched an all-time intraday high of $345.34, driving the tech giant's total market capitalization to just under the $5 Trillion milestone.

$First Resources(EB5.SI)$ 12 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands ju

U.S. equity markets navigated a highly choppy session on Thursday, September 24, 2026, ultimately closing essentially unchanged as investors balanced opposing macroeconomic forces. Intraday trading saw major benchmarks swing repeatedly between modest gains and sharp losses. In this article we would like to share a comprehensive overview summarizing market action, key drivers, and sector behaviors. Here are some of the topics that we would be discussing in this article Macro Driver Breakdown: Analysis of 10-year Treasury yields reaching 4.18%, WTI crude volatility, and Federal Reserve interest rate policy uncertainty. Sector Performance Matrix: Full breakdown of all major sectors (Utilities leading; Real Estate and Materials lagging). Individual Movers Analyzed: Nvidia (NVDA, +1.45%): Drive

America’s favourite three-digit number became an extraordinary business. Then extraordinary pricing gave customers a reason to find another number. Fair Isaac Corporation has spent decades achieving something most companies can only dream about: becoming so deeply embedded in an industry that buying its product feels less like a commercial decision and more like paying a tax. The FICO score sits inside the plumbing of American credit. Banks understand it, regulators recognise it, investors model around it and mortgage infrastructure has been built around it. That institutional entrenchment created formidable pricing power. But I think FICO now presents investors with a fascinating paradox. Its greatest competitive advantage may also have created its greatest threat. By monetising its indis

A large 85,000 Bitcoin put order hit the market, while Gold’s defensive floor moved higher. Is the market about to turn? The option changes on September 22 show that open interest in Gold calls continued to expand. In Silver, traders maintained upside exposure at higher strikes while accelerating purchases of downside protection. In Bitcoin, however, new positions on both sides remained too small to be meaningful. This suggests that expectations for further upside in precious metals have not disappeared, but protection against pullbacks and volatility is becoming more expensive. Gold: Calls Still Dominate as Defensive Positioning Moves Higher Gold call open interest increased by a net 8,354 contracts, exceeding the 6,116-contract increase on the put side. Total call open interest stood at

🌟🌟🌟Are you tired of watching the global technology race from the sidelines or relying entirely on overextended Western tech giants trading at eye watering valuation premiums?  While the crowd remains fixated on Silicon Valley, a quiet technological decoupling is taking place across Asia.   $AmovaEFund ChiNext S$(CXT.SI)$ represents the literal engine room of China's next generation economy.  Often dubbed as China's Nasdaq, this fund provides an asset light, direct gateway into the 100 most innovative, fast compounding growth titans listed on the Shenzhen Stock Exchange.  It is a thrilling, high beta vehicle designed for investors ready to capture explosive alpha at a deep cyclical discount. Who Are The Fund Managers? Th

[你懂的]  The “Boring” IT Distributor Quietly Riding the AI Boom $TD SYNNEX (SNX) At first glance, SNX looks incredibly boring. It is a huge IT distributor with more than $60 billion in annual revenue. It sells hardware, software, networking equipment and technology solutions to businesses and resellers. But there is something hiding underneath that traditional business: Hyve Solutions. And this is where the AI story gets interesting. So, how does SNX actually make money? The traditional SNX business is basically a giant technology supply chain. A manufacturer produces the equipment → SNX buys and distributes it → resellers, system integrators and enterprise customers buy it. SNX makes money through distribution margins and value-added services. The catch? Margins are thin. That mea

The market has been choppy over the past two days, and short-term moves can easily disrupt one’s rhythm. I would rather lay out the key levels clearly and then assess the market’s reaction once prices reach them: for gold, the first question is whether a rebound will encounter resistance; for crude oil, the focus is on whether the low-level recovery can continue. U.S. Dollar Index: Firm Bias, but Guard Against a Pullback After a Spike The U.S. Dollar Index formed a large bullish candle with a relatively substantial real body yesterday, indicating that short-term bullish momentum remains in place. Today, watch how the index trades within the 100.6–101.6 range. The overall bias remains constructive, but a pullback after a move higher should also be kept in mind.

Nvidia Scores +10%. Microsoft Scores +0.3%. Here Are Five That Beat Them Both. Mathematical Money | September 25, 2026 Thursday looked like nothing happened. S&P closed 7,704.13, down 1.9 points. Nasdaq 26,939.37, up 3.34. The Dow did the most work and it still only lost 161 points to 51,349.98. Call the whole session flat and you wouldn't be wrong. But the 10-year touched 5.15% before settling back near 5.1%, and that's the highest it's been since 2007. So the index did nothing while the rate everything gets discounted at went to a nineteen-year high. Those two don't sit together comfortably, and when my screens disagree with the tape I've learned to believe the screens. Rather than write another recap of a day that didn't move, let me show you what I actually run. The five things on

A Strong Rebound Is Not an All-Clear What caught my attention in Thursday's session was not the closing colour of the indices, but their recovery from the early sell-off while bond yields kept climbing. That is resilience worth noticing. It is not the same as a clean bill of health. These are my observations and plans for review, not a record of trades I have executed. I find this kind of session useful because it challenges an easy assumption: higher yields must immediately mean lower share prices. Markets can absorb bad news better than expected. But I also do not want one strong intraday reversal to make me overlook weak breadth, struggling transports or the pressure from a firmer dollar. My takeaway is to stay open to good long setups without assuming the broader risks have disappeared

U.S. equity markets navigated a highly choppy session on Thursday, September 24, 2026, ultimately closing essentially unchanged as investors balanced opposing macroeconomic forces. Intraday trading saw major benchmarks swing repeatedly between modest gains and sharp losses. In this article we would like to share a comprehensive overview summarizing market action, key drivers, and sector behaviors. Here are some of the topics that we would be discussing in this article Macro Driver Breakdown: Analysis of 10-year Treasury yields reaching 4.18%, WTI crude volatility, and Federal Reserve interest rate policy uncertainty. Sector Performance Matrix: Full breakdown of all major sectors (Utilities leading; Real Estate and Materials lagging). Individual Movers Analyzed: Nvidia (NVDA, +1.45%): Drive

Higher Yields Change the Risk Budget Looking back at the 23 September session, the move that mattered most to me was in bonds, not the headline equity index. Rising yields and a stronger dollar changed the backdrop for setups that had looked comfortable only a day earlier. These are my observations and conditional plans, not a record of trades I placed. My main takeaway is that liking a chart and wanting to carry its risk are different decisions. A squeeze can still look constructive while the broader market becomes less forgiving. I do not need to declare an entire trend finished before deciding that a particular position deserves less room. The distinction between the S&P and Nasdaq was useful. The S&P had slipped back below its breakout area, while the Nasdaq was still holding a

$INTC is interesting again. Intel has spent years trying to prove it can become more than a legacy chip company. Now the market is watching whether its manufacturing strategy can actually translate into a stronger business. What makes the story interesting is that Intel doesn’t need to beat Nvidia at its own game. The bigger opportunity could be foundry + manufacturing. If Intel can successfully produce advanced chips for outside customers, it could create a second growth engine alongside its traditional CPU business. That would make the investment case less dependent on PC demand and more about whether Intel can become a serious alternative in advanced semiconductor manufacturing. And the market is already paying attention. Intel recently became one of the most actively traded large-cap n

CrowdStrike — The AI Trade Nobody Talks About? Everyone is watching chips, data centres and AI infrastructure. But there’s another part of the AI boom that could become increasingly important: 🛡️ Cybersecurity. $CRWD has been one of the standout names in the recent cybersecurity rotation, with the sector attracting fresh attention as AI creates new security risks — from automated attacks to increasingly sophisticated threats.  The interesting part is that AI isn’t just creating demand for more computing power. It could also create demand for more protection. As companies deploy AI agents, cloud workloads and increasingly automated systems, the potential attack surface grows. That creates a potentially durable spending theme for cybersecurity companies. But CRWD isn’t a simple “AI winner.”

Everyone is talking about how much electricity AI data centres will consume. But who actually builds the equipment needed to deliver that power? That’s where $GEV gets interesting. GE Vernova sits across power generation and electrification, giving investors exposure to a theme that goes beyond AI itself. AI data centres are one source of rising electricity demand, but the bigger story could be the broader need to upgrade ageing power infrastructure while adding new generation capacity. That creates a potentially powerful combination: ⚡ More electricity demand 🏭 New generation projects 🔌 Grid investment 🌎 Energy infrastructure upgrades 📈 Long-term demand for electrical equipment The interesting question is whether investors are starting to realise that the AI infrastructure trade isn’t jus

$NKE has been one of those stocks where the story has gone from “iconic brand” to “prove it.” But that’s exactly what makes it interesting. Nike has been dealing with weaker demand, tougher competition and the need to refresh its product pipeline. The stock has spent a long time trying to rebuild investor confidence. Now the question is whether the turnaround is finally starting to show up in the numbers. The interesting part about Nike is that it doesn’t need an AI narrative. It needs better execution. 👟 Stronger product launches 🌎 Improving international growth 📱 Better direct-to-consumer performance 💰 Margin recovery 📈 A return to more consistent sales growth If those pieces start falling into place, the market could begin valuing Nike on what the business can become rather than what we

$SBUX doesn’t have the excitement of AI chips or data centres. And that’s exactly why it’s interesting. Starbucks has been trying to reset the business after a difficult period — improving stores, simplifying operations and getting customers back more frequently. The big question now is whether this becomes a genuine earnings turnaround, rather than just a story investors are buying into. ☕ More customers 🏪 Better store productivity 🌎 Improving international performance 💰 Margin recovery 📈 Stronger comparable sales If those pieces start moving together, Starbucks could have a very different earnings profile over the next few years. But there’s still plenty to prove. Consumer spending matters. Competition is intense. And fixing a huge global store network doesn’t happen overnight. That make

$First Resources(EB5.SI)$ 12 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands ju

$First Resources(EB5.SI)$ 5.8 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands jumped 53.1% YoY to US$96.6 million. Operation

$Addvalue Tech(A31.SI)$ 0.34 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million. Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity (SPC) busine

America’s favourite three-digit number became an extraordinary business. Then extraordinary pricing gave customers a reason to find another number. Fair Isaac Corporation has spent decades achieving something most companies can only dream about: becoming so deeply embedded in an industry that buying its product feels less like a commercial decision and more like paying a tax. The FICO score sits inside the plumbing of American credit. Banks understand it, regulators recognise it, investors model around it and mortgage infrastructure has been built around it. That institutional entrenchment created formidable pricing power. But I think FICO now presents investors with a fascinating paradox. Its greatest competitive advantage may also have created its greatest threat. By monetising its indis

🌟🌟🌟Are you tired of watching the global technology race from the sidelines or relying entirely on overextended Western tech giants trading at eye watering valuation premiums?  While the crowd remains fixated on Silicon Valley, a quiet technological decoupling is taking place across Asia.   $AmovaEFund ChiNext S$(CXT.SI)$ represents the literal engine room of China's next generation economy.  Often dubbed as China's Nasdaq, this fund provides an asset light, direct gateway into the 100 most innovative, fast compounding growth titans listed on the Shenzhen Stock Exchange.  It is a thrilling, high beta vehicle designed for investors ready to capture explosive alpha at a deep cyclical discount. Who Are The Fund Managers? Th

A large 85,000 Bitcoin put order hit the market, while Gold’s defensive floor moved higher. Is the market about to turn? The option changes on September 22 show that open interest in Gold calls continued to expand. In Silver, traders maintained upside exposure at higher strikes while accelerating purchases of downside protection. In Bitcoin, however, new positions on both sides remained too small to be meaningful. This suggests that expectations for further upside in precious metals have not disappeared, but protection against pullbacks and volatility is becoming more expensive. Gold: Calls Still Dominate as Defensive Positioning Moves Higher Gold call open interest increased by a net 8,354 contracts, exceeding the 6,116-contract increase on the put side. Total call open interest stood at

$IX Biopharma(42C.SI)$ 0.8 Target Price. --iX Biopharma Ltd(42C) Growth Catalysts-- Shift towards commercialisation of WaferiX subligual delivery of drugs could bump up revenue by as much as 250% in FY-2026, backed by planned capacity expansion. Out-licensing of the sublingual ketamine wafer, Wafermine, for Phase 3 development will be a major catalyst and expected to turn iX Biopharma profitable in long-term. Specialty pharmaceutical and nutraceutical drugs will benefit from the planned six-fold increase in production capacity to meet the expected surge in demand. Investment Merits Out-licensing world's first sublingual ketamine formula, Wafermine, for Phase 3 development is a near-term catalyst. Since the completion of its end-of-Phase 2 meetin

[你懂的]  The “Boring” IT Distributor Quietly Riding the AI Boom $TD SYNNEX (SNX) At first glance, SNX looks incredibly boring. It is a huge IT distributor with more than $60 billion in annual revenue. It sells hardware, software, networking equipment and technology solutions to businesses and resellers. But there is something hiding underneath that traditional business: Hyve Solutions. And this is where the AI story gets interesting. So, how does SNX actually make money? The traditional SNX business is basically a giant technology supply chain. A manufacturer produces the equipment → SNX buys and distributes it → resellers, system integrators and enterprise customers buy it. SNX makes money through distribution margins and value-added services. The catch? Margins are thin. That mea

For the "Stocks to watch today?" 1) Meta Platforms (NASDAQ: META): Meta remains a top stock to watch as it hits fresh 52-week highs following the Meta Connect conference. The rollout of the hardware companion Muse Charm—a keychain-like 5G device dedicated entirely to interacting with their AI agent—has given the stock massive momentum. Watch the $770-$780 resistance levels to see if institutional buying sustains this rally. 2) Apple Inc. (NASDAQ: AAPL) is a must-watch ticker in today's session as the equity builds staggering momentum following its transition to new CEO John Ternus. AAPL shares recently touched an all-time intraday high of $345.34, driving the tech giant's total market capitalization to just under the $5 Trillion milestone.

The market has been choppy over the past two days, and short-term moves can easily disrupt one’s rhythm. I would rather lay out the key levels clearly and then assess the market’s reaction once prices reach them: for gold, the first question is whether a rebound will encounter resistance; for crude oil, the focus is on whether the low-level recovery can continue. U.S. Dollar Index: Firm Bias, but Guard Against a Pullback After a Spike The U.S. Dollar Index formed a large bullish candle with a relatively substantial real body yesterday, indicating that short-term bullish momentum remains in place. Today, watch how the index trades within the 100.6–101.6 range. The overall bias remains constructive, but a pullback after a move higher should also be kept in mind.

Since September, the market has not entered a period of broad-based risk-on sentiment. Instead, it has exhibited a structurally bullish bias led by technology stocks. The Nasdaq 100 has continued to make new highs for the current phase, while the S&P 500 has remained near its highs but has clearly lagged behind. At the same time, the decline in oil prices has eased inflationary and interest-rate pressures. The market is rewarding earnings expectations for AI and large-cap technology companies, but it has not abandoned its defenses against high valuations, economic growth risks, and geopolitical events. Below are distribution charts of trading volume and open interest in major futures options listed on CME Group, used to observe market expectations and risk protection across different p