To The Moon

🚨 AI’s next major trade may NOT be chips — it may be cybersecurity. The most interesting part of this rotation isn’t that CRWD jumped 13.9% or PANW 13% in one session. It’s WHY money is moving there. AI is becoming more capable → attack surfaces expand → identity, cloud, endpoint, data and AI-agent security become mission-critical. The same AI labs warning about the risks are effectively highlighting why enterprises cannot simply “spend less” on security. (Axios) 💡 That creates an important asymmetry: If AI spending slows, GPU demand can get hit immediately. But if AI deployment continues, security spending arguably becomes a prerequisite rather than an optional upgrade. And this is bigger than fear-trading. Gartner estimates AI cybersecurity spending could reach $51.3B in 2026 and $86B by

# Patience Into the Fed, With One Selective Setup The market is giving me two messages at once. The equal-weight index has lost its 50-day moving average and the broader trend has weakened, while the Nasdaq and semiconductors are sitting near levels where a bounce could develop. With the Fed decision so close, I do not need to force those mixed signals into a confident market call. My main takeaway is to stay selective. The only fresh setup I am considering is an October call debit spread in ARKG. This is a trade plan, not an order or a fill. What interests me is the quality of the decision point. ARKG has pulled back toward an area that previously acted as resistance, met its 34-day moving average and produced a bullish reversal. The proposed spread keeps the risk defined, places the upsi

I’m putting Salesforce ($CRM) on my watchlist today. 👀 The reason isn’t simply that AI is hot. I’m watching to see whether Salesforce can actually turn AI adoption into measurable revenue growth. Agentforce is the key piece of the story. Salesforce already has a huge installed base of enterprise customers, so if companies start paying more to add AI agents into their existing workflows, Salesforce could potentially monetize AI without having to build an entirely new customer base. That’s what makes the setup interesting to me: 📌 AI agents → potentially higher software consumption 📌 Enterprise customers → existing distribution advantage 📌 Agentforce adoption → key proof point for the bull case 📌 Recurring revenue model → potentially more predictable monetization But there’s also a big quest

$NVIDIA(NVDA)$  nvdia go go hope to have another rising

$Jardine C&C(C07.SI)$   for coins and up up up

$IREN 20261120 50.0 CALL$ If things does not goes your way, it is thing to part. Discipline is paramount in trading.  @CaptainTiger  @Tiger_SG  @Tiger_NZ  @Tiger_AU  @Tiger_comments  @Daily_Discussion  @MillionaireTiger  @TigerStars  

$DBS(D05.SI)$ I thought $80 is coming?!?

$Microsoft(MSFT)$   This is probably one of my best trade. Since taken assignment of this lot of MSFT after the CSP expired briefly in the money back in middle of June. The share price has rebounded nicely since. after this volatile month of September hope we can continue the climb to year end. 

$NVIDIA(NVDA)$ Regain some ground today. Hope it will stabilise after the price adjustment. As it did not grow too fast in the last 6 months as compared to other Tech Company. Hope that it growth curve will be more stable with lesser fluctuations. 

$UOB(U11.SI)$ What is going on with the market? Can the daily 50EMA hold? Why of all things this bearish engulfing comes and scares me T_T???

$Bumitama Agri(P8Z.SI)$ BUMI broke out and now at all time high !