To The Moon

$Visa(V)$  Together with Mastercard, they  dominate the payment gateway. It's Like a toll  Booth where every transaction pays into their pockets. Besides, visa has little or no huge capex to spend, hence its margin is high.  Currently Undervalued.

$MSFT 20260821 450.0 CALL$ Msft  is unfairly Punished together with other  software names. Msft has a diverse business model ranging from AI, cloud, software etc.  this moat Is sticky & huge, difficult to disrupt. Tp ard 550-600. Buy before it rebound.

$Jardine C&C(C07.SI)$   this counter is soooo quiet or sleeping? 

My stock in focus today is $Marvell Technology(MRVL)$ , after reports that $Alphabet(GOOGL)$ is in talks with the company to co-develop two new AI chips. The market reacted positively, but more importantly, this shows Marvell moving deeper into the custom silicon layer of the AI stack, beyond its traditional networking business. Strategically, Google is expanding its Tensor Processing Unit ecosystem to compete with $NVIDIA(NVDA)$ . If Marvell is involved in both a memory processing unit and a next-gen TPU, it strengthens its role as a key enabler in hyperscaler-led chip des

When a critical chokepoint like the Strait of Hormuz is blocked, the market doesn't just react—it recalibrates. For a Dollar-Cost Averaging (DCA) investor, this is the time to ensure your monthly outlays are flowing into assets that either hedge against the disruption or possess the structural resilience to ignore the noise. The "Energy Hedge" ETFs If the Strait stays closed, energy prices may remain elevated for longer than the market currently predicts. Integrating energy-focused ETFs into your DCA plan can act as a natural hedge against the rising costs you'll see at the pump or on your utility bill.   Energy Select Sector SPDR Fund (XLE): Instead of betting on the commodity itself, this ETF holds the "blue chips" of energy (like ExxonMobil and Chevron). These companies often

Shipping in the Strait of Hormuz has completely stopped, with traffic at zero according to Bloomberg vessel tracking data — a dramatic escalation that has effectively shut down one of the world’s most critical energy chokepoints. 😤 This full blockade, following Iran’s refusal of talks and the US-led “Operation Economic Fury,” is now choking off roughly 20% of global oil and LNG flows, with tanker traffic frozen and insurance markets in chaos. The chart shows the sharp collapse in visible commercial ship transits, dropping from dozens per day to absolute zero in recent sessions, confirming the severity of the disruption. Markets are already reacting with oil futures spiking and safe-haven flows pouring into gold, but the big question is whether this zero-traffic reality pushes crude toward

$Netflix(NFLX)$ Netflix tumbled 9.72% to $97.31 after earnings revealed ad-supported subscriber net additions fell well below market expectations, reigniting fierce concerns over intensifying streaming competition and a dual margin squeeze from declining ARPU and elevated content costs. 😤 This sharp selloff has pushed the stock back toward the $100 psychological level, raising the question whether it’s a buyable dip for long-term believers or a warning sign that valuations remain stretched despite the company’s dominant position. Morgan Stanley maintained its Overweight rating, calling the reaction a short-term distraction from the long-term compounding story driven by AI-enhanced ad targeting and global subscriber growth. With the broader streami