To The Moon

The 2026 midterms delivered a decisive “blue wave.” Democrats flipped both the House and Senate, ending unified Republican control and ushering in divided government with President Donald Trump still in the White House. Markets reacted in classic fashion: an overnight selloff in futures (especially tech and AI names), followed by a swift rebound as dip-buyers stepped in.⁠ Is this bad news for the market? In the short term, uncertainty creates volatility. Investors fretted about potential tighter regulation of artificial intelligence, data centers, cryptocurrencies, and Big Tech, plus possible gridlock on fiscal policy. AI-related stocks and some growth names felt the pressure first. Yet history and market mechanics suggest this outcome is far from catastrophic and may even prove constructi

Hey Tigers 🐯!   Apple has delivered another record September quarter. Revenue rose 12% year over year to $114.5 billion, diluted EPS climbed 14% to $2.10, and both iPhone and Services reached new records.   Yet the market’s reaction was far less enthusiastic.   On November 3, $Apple(AAPL)$ fell 1.9% to close at $331.90, even as the broader Nasdaq gained 0.83%. The decline came after investors digested management’s outlook for the December quarter: gross margin is expected to fall to 45%–46%, while Services growth is projected to slow to 8%–9%.   That contrast captures the central issue for Apple investors. The latest quarter shows that demand remains resilient. But the next phase of growth may be more expens

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ So the long waited US mid-term election is here. I saw in the news that Trump had already execute his sly scheme to make 40,000 votes in California invalid, which was blocked by the supreme court. Democratic is expected to regain majority control of the senate and congress, at this point its the margin of victory that is up for debate. And this proves that American citizens are finally sick and tired of this lunatic president and ready to wrestle some control away from him. However, if that happens, strong momentum towards decentralizing finance and push for cypto frameworks might slow down or put to halt. So something to take note if your portf

I would favour MRVL's long-term combined-business potential over LITE's deal exposure, but remain cautious about entering immediately. The strategic rationale is compelling, particularly as AI infrastructure increasingly depends on high-speed optical connectivity. However, an all-stock acquisition of this magnitude introduces substantial dilution, integration challenges and execution risks. Management's projected $1 billion in annual synergies sounds attractive, but the critical question is whether these savings translate into stronger free cash flow and earnings per share. For LITE, the fixed 4.5-share exchange ratio creates additional exposure to MRVL's share price, making the apparent merger spread far from risk-free. My priority would be a detailed integration plan, followed by earnin

I think the AI growth story remains intact, but I am becoming more selective with my investments. $Advanced Micro Devices(AMD)$ nearly 100% data centre revenue growth is encouraging, while Arista and PLTR also show strong AI demand. However, I do not want to chase AI stocks blindly. Profit margins, free cash flow and sustainable earnings matter just as much as revenue growth. Tonight, I will be watching Coherent and Arm closely for signs of continued AI infrastructure demand. With political uncertainty and interest-rate expectations still affecting sentiment, I prefer to stay disciplined rather than react emotionally to market swings. My priority remains patience, diversification and consistent DCA. I am bullish on AI long term, but not every AI-

The US midterm election results are in. DEMOCRATS WIN BOTH CHAMBERS OF CONGRESS. A major political shift. And initially, markets were nervous. Nasdaq futures sold off sharply overnight. But then something interesting happened. BUYERS RETURNED. By November 4, US stock futures were recovering. The S&P 500 had finished the previous session at: 7,568.92 Up: 0.36%. The Nasdaq-100 was around: 28,180 in the latest market snapshot. And inverse ETFs? Already under pressure as futures recovered. So here's the question. Should investors buy SQQQ or SPXU now to protect their gains? My answer may surprise you. NOT NECESSARILY. Because I think the biggest danger after this election isn't simply another market correction. It is: BUYING THE WRONG HEDGE AT THE WRONG TIME. And there is one number every

The $Invesco QQQ(QQQ)$ gained 0.61 per cent on Tuesday and the $S&P 500(.SPX)$ rose 0.35 per cent as technology shares recovered from the previous session's decline. Democrats recorded early progress in several important Senate races, but control of both chambers remained unresolved. The result could influence technology regulation, taxation, AI data-centre approvals and government spending, yet markets did not make a large bet on one political outcome. US-Iran negotiations also remained divided. Iran continued to link seven conditions to reopening the Strait of Hormuz, and the US response had not closed the gap. WTI crude fell 1.56 per cent and Brent declined 1.82 per c

November 4 is shaping up to be an interesting trading session. Wall Street is dealing with two competing forces: strong corporate earnings from the semiconductor sector and fresh uncertainty following the US midterm elections. Tuesday’s market performance was mixed. The Nasdaq gained 0.83%, the S&P 500 advanced 0.36%, but the Dow slipped 0.38%. However, the latest election results have introduced another concern. Democrats have secured control of both chambers of Congress, raising questions about potential changes to AI regulation, technology policy and government spending. I think today’s market could create opportunities for investors who distinguish between companies with strong earnings momentum and those relying mainly on market enthusiasm. Here are six stocks I would watch. 1.

Palantir Technologies Inc. (PLTR) shares slipped despite reporting a massive 96% year-over-year jump in third-quarter revenue to $2.31 billion, primarily because its sky-high valuation and a sharp slowdown in new contract bookings left zero room for error. In this article, we are sharing how we are addressing its recent earnings release, valuation metrics, contract booking trends, options strategies for long-term holders, and clear guidance for existing investors and potential dip-buyers. 1. Anatomy of the Post-Earnings Sell-Off When evaluating market reactions to high-profile corporate earnings announcements, context is decisive. A surface-level review of $Palantir(PLTR)$’s third-quarter report suggests flawless execution: top-line revenue expand

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $CapLand IntCom T(C38U.SI)$ $Singtel(Z74.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $SGX(S68.SI)$ $Wilmar Intl(F34.SI)$ $Keppel(BN4.SI)$ 2.Stocks/ETF/SDR Hit 52-week High 0 Stock/ETF/SDR(s) meet the criteria. 3.Stocks/ETF/SDR Hit 52-week

#ICYMI# We are pleased to share that S&P Global Ratings has affirmed OUE REIT’s ‘BBB-‘ long-term issuer credit rating with a stable outlook, as well as the senior unsecured notes the REIT guarantees, following the REIT’s proposed acquisition of an additional 50.0% interest in 180 George Street, Sydney. This affirmation underscores the rating agency’s confidence in our enhanced portfolio strength and disciplined balance sheet management. Aligned with our Phase 3 Value Creation strategy, S&P recognises that the transaction enhances our portfolio strength: 🔸OUE REIT’s proposed majority stake in Sydney's 180 George Street will bolster its portfolio quality and geographical diversification, and support earnings from 2027. The asset’s earnings to be at least as resilient as those of the