To The Moon

(1) Review of 2025 Singapore REITs Performance (The Wrap-Up)Key Takeaway: A Strong Rebound driven by rate stabilization and the start of SORA decline.Overall Performance: 2025 is shaping up to be the best year for S-REITs since 2019, with total returns (price gain + dividend) projected to be around 12-15% YTD (as of Dec 2025). This marks a significant rebound from the challenging high-rate environment of 2023/2024.Driver: The primary catalyst has been the stabilisation and decline of borrowing costs. The 3-month Compounded SORA in Singapore has trended down (e.g., from a peak near 4.5% to around $1.28% by late 2025), significantly easing the refinancing burden.Fundamental Stability: Most S-REITs demonstrated stable operating performance in 2025, with resilient occupancy rates and positive

The portfolio’s strongest performers were led by Telstra and BGL, which delivered the most meaningful gains and provided stability, supported by steady contributions from Aurizon and other defensive holdings. These gains were largely offset by weaker performances from Yancoal, HCW and ACL, which were the main detractors, alongside softer results from growth-oriented ETFs. Overall, the portfolio showed a clear split between dependable, income-style winners and more cyclical or thematic laggards, reinforcing its defensive positioning and capital-preservation focus.

What a whirlwind 2025 has been – US equities pulled off a jaw-dropping rebound after that brutal April sell-off, shattering records with the S&P 500 closing at 6,859.42 on December 22, up 13.5% YTD despite tariff terrors and AI jitters. 😲 The year kicked off with Fed cuts fueling liquidity floods, but April's 5% plunge on inflation spikes tested nerves before QT's trillion-dollar wave flipped the script for all-time highs in Q4. Gold smashed through $4,000 for the first time ever in October, ending at $4,329 today on CB hoards and debasement fears, delivering 60% gains that outshone many stocks. Silver exploded even harder, doubling to $66 on industrial EV/solar demand, with deficits widening and vaults draining fast. 🪙 Nvidia's the undisputed king, rocketing to a $5 trillion market ca

In 2025, Australian equities followed a stop-start macro narrative shaped by shifting policy signals and sharp sector rotations. The Reserve Bank of Australia delivered three rate cuts, lowering the cash rate from 4.35% to 3.60%. The lithium carbonate market traced a pronounced V-shaped reversal, and setting new highs.Take a look at the Top 10 Most-Watched Australian Stocks.1. $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$: “Safe Yield” Bank Faces Margin RealityIn 2025, Commonwealth Bank of Australia delivered what most global banks would envy: record profits, record dividends, strong loan growth, and pristine asset quality.Yet the share price told a very different story. After peaking near A$192 in late June, CBA entered a controlled but sharp de-rat

2025 Full Year Recap | Decoding the Top Performers That Propelled the STI to New Peaks As we draw the curtains on 2025, the Singapore equity market has emerged as one of the most consistent performers in the Asia-Pacific region. While global markets grappled with high-interest rate fatigue and geopolitical shifts, the $Straits Times Index(STI.SI)$   successfully crossed major psychological resistance levels, recently stabilizing above 4,500 points. What defined 2025 wasn't just a simple recovery, but a fundamental shift in investor perception. Backed by the government’s S$5 billion initiative to revitalize the local equity market, liquidity began returning to home-grown blue chips. Compared to the high-va

Looking back, I would describe 2025 as a very fruitful year for me as an investor. Despite the sharp sell-off in April, U.S. equities rebounded strongly and went on to set new record highs. Volatility was high, but overall I am satisfied with my investment returns, especially considering how quickly market narratives shifted throughout the year. A large part of my performance came from AI-related names. Stocks like Palantir $Palantir Technologies Inc.(PLTR)$  , Nebius, and CoreWeave were major contributors, and they reinforced my belief that being positioned early in structural themes still matters. Even though sentiment toward AI cooled toward year-end, the gains achieved earlier in the cycle made a meaningful difference to my overall p

A disappointing 2025. Didn't beat the market but get beaten by the market. Thankfully still positive. Will continue to invest in broad based ETFs during market pullbacks. What I learnt is it's harder for the market to screw you when you are diversified into different sectors and countries compared to individual stocks.

What a year for me. Had been doing value trading with XOM since 2023 but found the returns slowing down this year. Then I started learning options trading via YouTube n it certainly helped more when Tiger Brokers started giving the options book. I am currently managing about US$1k per week from selling put options with TSLA.

EOY 2025 down 39% in an Up market. Need to do better. Focus on MAMA........

🌟🌟🌟What a rollercoaster 2025 has been!  It started with a bang - a gut wrenching dip in April due to Trump's Tariffs, only for US equities to perform the most spectacular rebound in history.  It wasn't just a Bull market.  It was a beast unleashed. The Global Carnage and the AI Paradox  We watched history unfold in real time as Gold finally breached the mythical USD 4,000 mark for the first time ever.  Meanwhile $NVIDIA(NVDA)$  became an unstoppable force, hitting an eye watering USD 5 trillion market cap.  But the year ended with a twist of irony: by December, capital appeared to be abandoning the very AI sector that fueled the rally.  It was a classic "buy the rumour, sell th

BYND  stock i can hold for long time it's be profitable?

As we head into the final stretch of 2025, markets feel restless. Volatility has picked up, rallies fade faster, and every headline seems to question whether the Santa Rally still exists. But stepping back, this does not feel like panic. It feels like transition. After a strong year driven by rate cuts, AI momentum, and returning liquidity, markets are no longer pricing upside blindly. Instead, they are digesting gains, resetting positions, and waiting for clarity. That is why December has been choppy rather than directional. Several forces are colliding at once: Thin year-end liquidity amplifying moves Heavy options positioning influencing daily price action Global macro uncertainty lingering, especially around policy shifts This creates an environment where price behaviour matters more t

Nvidia Hit $5T and Tesla Doubled — But Is the “Easy Money” Over for 2026? What a year. 2025 will go down in history as the year of the “Great Bifurcation.” We saw a terrifying sell-off in April, followed by a vertical rip that sent Gold past $4,000 and Nvidia to a historic $5 Trillion market cap. But as we close the books on 2025, the vibe has shifted. The “blind buy” AI trade is showing fatigue. Capital appeared to be abandoning pure-play AI sectors by year-end, rotating into execution stories like Tesla and Palantir. If you just held the index, you won. But if you want to win in 2026, you need to understand why the leaderboard changed. Here is the deep dive on the Top 10 Most-Watched Stocks and what the tape is telling us for next year. 1️⃣ The “Peak Hardware” Debate: NVDA vs. The Hypers

2025 can be best understood as a year of violent repricing rather than simple trend continuation. The sharp April sell-off in US equities acted as a reset. Positioning had become one-sided, valuations complacent, and macro uncertainty underestimated. The subsequent rebound to record highs was not driven by fresh optimism, but by resilience. Earnings held up, liquidity remained ample, and investors were repeatedly forced to re-risk into strength rather than conviction. Gold breaking past USD 4,000 was arguably the most revealing signal of the year. It reflected not inflation panic, but deep-seated distrust. A hedge against fiscal expansion, geopolitical fragmentation, and long-term currency debasement. That gold and equities rallied together underscored a market hedging prosperity with prot

$Western Digital(WDC)$   $Seagate Technology PLC(STX)$   $MP Materials Corp.(MP)$   Running from cycle performance on Q2 2026 to be rise back after oversold market position in low position. With interval time frame US market index continues to get more score for new high records above 7000 (S&P 500 index)

NVDA and GOOGL

I am Bullish on Amazon.

Good ⭐⭐⭐

Good

The next major profit cycle is shaping up around AI and power generation. Companies like Nvidia, Microsoft, and Alphabet are driving the AI infrastructure boom, while energy producers such as Vistra, NextEra Energy, and utilities supplying data centers stand to benefit from the massive surge in electricity demand that AI requires.

(1) Review of 2025 Singapore REITs Performance (The Wrap-Up)Key Takeaway: A Strong Rebound driven by rate stabilization and the start of SORA decline.Overall Performance: 2025 is shaping up to be the best year for S-REITs since 2019, with total returns (price gain + dividend) projected to be around 12-15% YTD (as of Dec 2025). This marks a significant rebound from the challenging high-rate environment of 2023/2024.Driver: The primary catalyst has been the stabilisation and decline of borrowing costs. The 3-month Compounded SORA in Singapore has trended down (e.g., from a peak near 4.5% to around $1.28% by late 2025), significantly easing the refinancing burden.Fundamental Stability: Most S-REITs demonstrated stable operating performance in 2025, with resilient occupancy rates and positive

In 2025, Australian equities followed a stop-start macro narrative shaped by shifting policy signals and sharp sector rotations. The Reserve Bank of Australia delivered three rate cuts, lowering the cash rate from 4.35% to 3.60%. The lithium carbonate market traced a pronounced V-shaped reversal, and setting new highs.Take a look at the Top 10 Most-Watched Australian Stocks.1. $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$: “Safe Yield” Bank Faces Margin RealityIn 2025, Commonwealth Bank of Australia delivered what most global banks would envy: record profits, record dividends, strong loan growth, and pristine asset quality.Yet the share price told a very different story. After peaking near A$192 in late June, CBA entered a controlled but sharp de-rat

2025 Full Year Recap | Decoding the Top Performers That Propelled the STI to New Peaks As we draw the curtains on 2025, the Singapore equity market has emerged as one of the most consistent performers in the Asia-Pacific region. While global markets grappled with high-interest rate fatigue and geopolitical shifts, the $Straits Times Index(STI.SI)$   successfully crossed major psychological resistance levels, recently stabilizing above 4,500 points. What defined 2025 wasn't just a simple recovery, but a fundamental shift in investor perception. Backed by the government’s S$5 billion initiative to revitalize the local equity market, liquidity began returning to home-grown blue chips. Compared to the high-va

What a whirlwind 2025 has been – US equities pulled off a jaw-dropping rebound after that brutal April sell-off, shattering records with the S&P 500 closing at 6,859.42 on December 22, up 13.5% YTD despite tariff terrors and AI jitters. 😲 The year kicked off with Fed cuts fueling liquidity floods, but April's 5% plunge on inflation spikes tested nerves before QT's trillion-dollar wave flipped the script for all-time highs in Q4. Gold smashed through $4,000 for the first time ever in October, ending at $4,329 today on CB hoards and debasement fears, delivering 60% gains that outshone many stocks. Silver exploded even harder, doubling to $66 on industrial EV/solar demand, with deficits widening and vaults draining fast. 🪙 Nvidia's the undisputed king, rocketing to a $5 trillion market ca

Looking back, I would describe 2025 as a very fruitful year for me as an investor. Despite the sharp sell-off in April, U.S. equities rebounded strongly and went on to set new record highs. Volatility was high, but overall I am satisfied with my investment returns, especially considering how quickly market narratives shifted throughout the year. A large part of my performance came from AI-related names. Stocks like Palantir $Palantir Technologies Inc.(PLTR)$  , Nebius, and CoreWeave were major contributors, and they reinforced my belief that being positioned early in structural themes still matters. Even though sentiment toward AI cooled toward year-end, the gains achieved earlier in the cycle made a meaningful difference to my overall p

The portfolio’s strongest performers were led by Telstra and BGL, which delivered the most meaningful gains and provided stability, supported by steady contributions from Aurizon and other defensive holdings. These gains were largely offset by weaker performances from Yancoal, HCW and ACL, which were the main detractors, alongside softer results from growth-oriented ETFs. Overall, the portfolio showed a clear split between dependable, income-style winners and more cyclical or thematic laggards, reinforcing its defensive positioning and capital-preservation focus.

🌟🌟🌟What a rollercoaster 2025 has been!  It started with a bang - a gut wrenching dip in April due to Trump's Tariffs, only for US equities to perform the most spectacular rebound in history.  It wasn't just a Bull market.  It was a beast unleashed. The Global Carnage and the AI Paradox  We watched history unfold in real time as Gold finally breached the mythical USD 4,000 mark for the first time ever.  Meanwhile $NVIDIA(NVDA)$  became an unstoppable force, hitting an eye watering USD 5 trillion market cap.  But the year ended with a twist of irony: by December, capital appeared to be abandoning the very AI sector that fueled the rally.  It was a classic "buy the rumour, sell th

In 2025, US equities rebounded sharply after a steep sell-off in April and then set record highs. Gold past $4,000 for the first time in history; Nvidia climbed to a $5 trillion market cap; by year-end, AI had become a sector that capital appeared to be “abandoning.”Take a look at the Top 10 Most-Watched US Stocks!1. $NVIDIA(NVDA)$ Tops $5 Trillion, But Faces Threat From TPUsOn October 29, NVDA closed with a market capitalization of $5.02 trillion, becoming the first publicly listed company in history to surpass the $5 trillion milestone—just four months after it first broke above $4 trillion.NVDA continues to benefit from the strength of its GPU ecosystem and software stack, with strong order visibility supporting the stock’s momentum.However, th

Nvidia Hit $5T and Tesla Doubled — But Is the “Easy Money” Over for 2026? What a year. 2025 will go down in history as the year of the “Great Bifurcation.” We saw a terrifying sell-off in April, followed by a vertical rip that sent Gold past $4,000 and Nvidia to a historic $5 Trillion market cap. But as we close the books on 2025, the vibe has shifted. The “blind buy” AI trade is showing fatigue. Capital appeared to be abandoning pure-play AI sectors by year-end, rotating into execution stories like Tesla and Palantir. If you just held the index, you won. But if you want to win in 2026, you need to understand why the leaderboard changed. Here is the deep dive on the Top 10 Most-Watched Stocks and what the tape is telling us for next year. 1️⃣ The “Peak Hardware” Debate: NVDA vs. The Hypers

As we head into the final stretch of 2025, markets feel restless. Volatility has picked up, rallies fade faster, and every headline seems to question whether the Santa Rally still exists. But stepping back, this does not feel like panic. It feels like transition. After a strong year driven by rate cuts, AI momentum, and returning liquidity, markets are no longer pricing upside blindly. Instead, they are digesting gains, resetting positions, and waiting for clarity. That is why December has been choppy rather than directional. Several forces are colliding at once: Thin year-end liquidity amplifying moves Heavy options positioning influencing daily price action Global macro uncertainty lingering, especially around policy shifts This creates an environment where price behaviour matters more t

2025 can be best understood as a year of violent repricing rather than simple trend continuation. The sharp April sell-off in US equities acted as a reset. Positioning had become one-sided, valuations complacent, and macro uncertainty underestimated. The subsequent rebound to record highs was not driven by fresh optimism, but by resilience. Earnings held up, liquidity remained ample, and investors were repeatedly forced to re-risk into strength rather than conviction. Gold breaking past USD 4,000 was arguably the most revealing signal of the year. It reflected not inflation panic, but deep-seated distrust. A hedge against fiscal expansion, geopolitical fragmentation, and long-term currency debasement. That gold and equities rallied together underscored a market hedging prosperity with prot

What a year for me. Had been doing value trading with XOM since 2023 but found the returns slowing down this year. Then I started learning options trading via YouTube n it certainly helped more when Tiger Brokers started giving the options book. I am currently managing about US$1k per week from selling put options with TSLA.

A disappointing 2025. Didn't beat the market but get beaten by the market. Thankfully still positive. Will continue to invest in broad based ETFs during market pullbacks. What I learnt is it's harder for the market to screw you when you are diversified into different sectors and countries compared to individual stocks.

EOY 2025 down 39% in an Up market. Need to do better. Focus on MAMA........

$Western Digital(WDC)$   $Seagate Technology PLC(STX)$   $MP Materials Corp.(MP)$   Running from cycle performance on Q2 2026 to be rise back after oversold market position in low position. With interval time frame US market index continues to get more score for new high records above 7000 (S&P 500 index)

The next major profit cycle is shaping up around AI and power generation. Companies like Nvidia, Microsoft, and Alphabet are driving the AI infrastructure boom, while energy producers such as Vistra, NextEra Energy, and utilities supplying data centers stand to benefit from the massive surge in electricity demand that AI requires.

BYND  stock i can hold for long time it's be profitable?

NVDA and GOOGL

I am Bullish on Amazon.

Good ⭐⭐⭐