To The Moon

Market Overview Global markets ended mixed on July 16, 2025, with US equities posting modest gains after President Trump denied plans to fire Federal Reserve Chair Jerome Powell. This reassurance helped stabilize investor sentiment, though European and Asian markets remained subdued amid lingering uncertainty over central bank policy and economic stimulus prospects. US Market: Relief Rally on Fed Stability US stocks closed higher as markets welcomed President Trump's denial of any intent to remove Fed Chair Powell. The Dow Jones Industrial Average $DJIA(.DJI)$  rose 231.49 points (+0.5%) to 44,254.78, while the S&P 500 $S&P 500(.SPX)$  </

🔥 Retail Investors Are Loading Up 💸, Institutions Are Exiting 📤—Is This the Last Great REIT Rally or a Trap in Disguise? Over SGD 400 million of retail buying has poured into Singapore REITs just this month… while institutional investors quietly offloaded nearly SGD 500 million. That’s not just a flow mismatch — that’s a full-on sentiment split. And it’s happening right as multiple S-REITs are punching through 52-week highs. So here’s the million-dollar question: are we witnessing the return of the dividend king — or walking into a well-camouflaged value trap? 🏢 S-REITs Soaring – But Why? It’s impossible to miss the REIT rebound if you’ve opened your SGX watchlist lately. From commercial to logistics to hospitality REITs, names across the board are breaking out. Retail investors are chasin

The next mile is autonomous If there's one thing investors love more than AI, it's AI on wheels. Enter Serve Robotics, a pint-sized disruptor that's driving into the chaos of urban logistics with its autonomous delivery robots. While $Serve Robotics Inc.(SERV)$ isn’t exactly a household name—unless you live in a tech-forward neighbourhood lucky enough to see one of their charming bots trundling along the pavement—it’s quickly gaining attention from markets, institutions, and yes, even $NVIDIA(NVDA)$. But with a 354% stock rally over the past year and a rollercoaster 52-week range from $2.28 to $24.35, the real question is: can Serve Robotics deliver more than just tacos? Serve’s bots aren’t cute. They’re

🚀 Big green open for Wall Street 🌿 — will the rally hold into the close? S&P futures ticked higher this morning as investors cheered a fresh wave of earnings beats and soft inflation chatter. With AI names bouncing, REITs recovering, and crypto turning heads again, it’s shaping up to be another action-packed session. Here’s what I’m eyeing 👇 📊 What’s Moving the Market? Cooling inflation remains the main tailwind. June’s CPI print came in at a 5-year low, giving bulls a reason to double down on rate-cut trades. Investors are also parsing through the latest bank earnings — JPMorgan and Morgan Stanley both impressed, but guidance remains cautious. In Asia, China’s GDP miss initially spooked markets, but chatter around new stimulus measures helped regional indexes recover. Meanwhile, oil p

🔥 Alibaba rockets +8% 🚀 on AI hype—flash in the pan or comeback signal? $Alibaba(BABA)$   surged after Nvidia’s AI update reignited interest in Chinese tech names, with retail traders piling into the bounce. Social feeds lit up as AI bulls rotated back into large-cap laggards. But here’s the real question: Is Alibaba finally waking up from its slump—or is this just another false start? 👀 📦 What’s Behind the Move The immediate spark came from Nvidia’s fresh AI announcements and a surge in enthusiasm for enterprise adoption across Asia. Chinese tech stocks rallied in sympathy, but Alibaba stood out with its +8% jump. Part of the optimism stems from Alibaba’s steady push into AI—via its Tongyi Qianwen model, deepening cloud-AI integrat

I've been keeping an eye on the recent buzz around CoreWeave $CoreWeave, Inc.(CRWV)$  and Navitas $Navitas Semiconductor Corp(NVTS)$  , especially with their stock jumping 6%. The question about whether I'm in on the Nvidia trade is an interesting one. I have to admit, I don't currently hold shares in either CoreWeave or Navitas, but they are definitely on my watchlist. The excitement around their performance and the Nvidia connection has caught my attention, and I'm considering my options. I chose NBIS $NEBIUS(NBIS)$   as part of my investment strategy because it aligns well with my interest in the Nvidia ecosystem, which continues to dominat

$Circle Internet Corp.(CRCL)$ Yes, the potential passage of the GENIUS Act, CLARITY Act, and Anti-CBDC Act could remove several key regulatory overhangs that have long burdened the U.S. cryptocurrency sector. Below is a structured overview of how these bills—if enacted—may impact the market: --- ✅ 1. GENIUS Act (Generating Essential National Infrastructure for U.S. Crypto) Purpose: Promote domestic blockchain innovation. Offer clear jurisdictional boundaries between the SEC and CFTC. Create regulatory sandboxes for startups. Impact if Passed: Reduced enforcement uncertainty for developers and exchanges. Encourages VC and institutional capital into U.S.-based crypto projects. Could fuel a wave of token listings and onshore development. --- ✅ 2. CL

The launch of the Tesla Model Y L—a six-seater, large-format luxury electric SUV tailored for the Chinese market—is a strategically significant move that may provide a temporary uplift to Tesla’s sales in China, though its broader impact on stock price recovery to the $350 level will depend on several interrelated factors. --- 🔍 Can the Model Y L Boost Tesla’s Sales in China? ✅ Positive Indicators: 1. Tailored to Local Demand: The Model Y L addresses the Chinese consumer preference for family-oriented, larger vehicles with spacious interiors. This is particularly relevant in the mid-to-upper-tier urban SUV segment. 2. Market Familiarity and Brand Recognition: Tesla remains a top EV brand in China, with the standard Model Y ranking among the best-selling models. The new variant builds on th

$MARA Holdings(MARA)$ $Riot Platforms(RIOT)$ $CME Bitcoin - main 2507(BTCmain)$ 🚨🇺🇸👁️‍🗨️ HOUSE BREAKS RECORD AS CRYPTO BILLS SURGE TOWARD FLOOR SHOWDOWN 👁️‍🗨️🇺🇸🚨 Ten hours. One rule. Three bills. One Trump-sized shove. After the longest recorded House vote in U.S. history, lawmakers narrowly passed H. Res. 580 by 217:212, unlocking floor debate for the GENIUS Act, Clarity for Payment Stablecoins Act, and Anti-CBDC Surveillance State Act. The last-minute pivot came only after Trump personally intervened to corral GOP holdouts, securing the votes to bring digital assets into the legislative spotlight. 🗳️ Regulatory Clarity is Finally on the Table • The GENIUS

$iShares 20+ Year Treasury Bond ETF(TLT)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco DB US Dollar Index Bullish Fund(UUP)$ 🐱📉🔥 Schrödinger’s Central Banker: The Cat, the Chair, and the Chaos 🔥📉🐱 The Fed chair is alive. And dead. And the market just priced both realities, simultaneously. 📍 Powell in a Box, Markets in Freefall It’s not every day we get a real-time experiment in quantum finance. But Wednesday gave us one: markets responded violently to whispers that Trump might fire Jerome Powell. First came the leak, a drafted letter was reportedly shown to members of Congress. Then the denial, a walk-back in the Oval Office, complete with Trump calling Powell a “knuc