To The Moon

1. $Trip.com Group Limited(TCOM)$ With Prosus exiting its entire stake in TCOM, there seems to be little overhang left to keep this great company from reaching new heights. This FY24 looking to be a breakout year with domestic travel soaring above pre-pandemic levels.ImageImage2. $Alibaba(BABA)$ $BABA-W(09988)$ Alibaba now owned by mainland Chinese investors to the tune of 623m shares or 3.25% via the Stock Connect. The pace of accumulation has slowed lately as the market continues to correct. But based on this technical pattern in BABA's HK shares, we may be in for another strong month in November. Earnings season awaits!ImageImage3.

The last time U.S. Treasuries faced such a sharp sell-off following a Fed rate cut, Alan Greenspan was engineering a rare soft landing. Since the Fed’s first rate cut on September 18, 2020, the two-year Treasury yield has surged by 34 basis points. In 1995, under Greenspan, the Fed successfully cooled the economy without a recession, with yields also rising sharply. In earlier cycles before 1989, the two-year yield typically dropped 15 basis points a month after the first cut. Strong Economy Limits Fed's Aggressive CutsDeutsche Bank’s Steven Zeng remarked that rising yields indicate reduced recession risk, “The data is strong, and the Fed might slow the rate cut pace.” This yield rise shows the resilience of the U.S. economy, which is limiting Fed Chair Powell’s options for aggressive easi

Should young people save first or invest earlier? Well, in my opinion there is a list here to set the stage right... 1. Young people? How young?  We can first teach our kids the value of money. How come we need to work for money and why. Then they will have a better understandiing of it. That money is the "lubricant" of life essential needs and wants... We have to let them understand that "things don't just drop from the sky" You have to work hard for what you want to achieve and aquire.  During their schooling years we can slowly teach them about why we need to pay the shopkeeper to get our groceries and other stuffs that we need and how the "system" works... And if they can understand then we can slowly teach them about simple economic theories and how it works. 

$NVIDIA Corp(NVDA)$  don't miss out the only once in a lifetime opportunities 

Margin will be even lower, no news about the affordable cars, no $25k car, can't sell Cybertruck hence $20k price reduction. No details how Robotaxis are rolled out or when. Regulatory approval of FSD outside of US looks bad, won't happen in EU for the next years, China maybe in a couple of years. Recent death of pedestrian shows that the vision only FSD is incapable of working in low visibility settings like fog, so not even close to autonomy whilst Waymo ramps up more and more cars (especially when theit new, much cheaper cars are coming out). Lastly, Elon is pissing off every single buyer or owner with his right wing politics and antics. He needs to sell Tesla shares to pay off his interest as X makes a huge loss. He will also not get any compensation as the verdict from Delaware Chance

$Palantir Technologies Inc.(PLTR)$  This is exactly what I brought up a month ago in my post regarding Palantir’s valuation that imo is very extended. I’m not saying the same exact scenario will happen with Palantir and alot of other stocks, but it’s something to keep in mind. I can for sure see something similar to this playing out given the expensiveness of the stock. Never let you’e ultra-bullishness blind you in making the right decision. At an entry of ~10B for Palantir, the multiples were not expensive, and the runway for upside was massive, making the r/r very attractive. At todays price of ~100B, now the downside is massive and the runway is much more limited. A 10x a today’s prices inputs a 1T valuation

$Grab Holdings(GRAB)$  What a fantastic momentum it has been. Stock trading at 52 week high levels. Hope the momentum continues to the price it was listed around 3 years back. Go grab go to double digit figures and gain back your lost glory! 6-10 good quarters and grab should be in double digit figures.