To The Moon

My stock in focus today is $Grab Holdings(GRAB)$ , as the company is set to announce its earnings results later today. This report will be closely watched by investors eager to see how Grab’s ride-hailing, food delivery, and financial services segments have performed amid growing competition and evolving consumer spending trends across Southeast Asia. Market participants are also paying attention to updates on its path to profitability, as management has been emphasizing cost efficiency and margin improvement. With the region’s digital economy continuing to expand rapidly, Grab’s earnings could offer key insights into the strength of Southeast Asia’s on-demand and fintech ecosystem. @Daily_Disc

🏦 SG Banks Earnings Season: Can DBS, UOB & OCBC Keep the Charge? Or Is the Golden Rate Cycle Finally Peaking? 💰🇸🇬 Singapore’s banking trio — DBS, UOB, and OCBC — are stepping into the spotlight. After U.S. giants like JPMorgan and Goldman kicked off earnings with strength, all eyes now turn east. The question: Can the Lion City’s banks match Wall Street’s resilience — or are we nearing the top of this golden cycle? --- 🌏 1️⃣ Global Context: From “Higher for Longer” to “Pivot and Pressure” U.S. banks are rebounding on strong trading income and resilient consumer credit. But under the surface, the tide is shifting — net interest margins (NIMs) have plateaued as the rate cycle peaks. Singapore banks are now in a similar spot. Their record profits from higher lending rates were built on th

Buckle up, investors—this breakthrough US-China trade agreement is reshaping global markets overnight, slashing tariffs, unlocking critical resources, and supercharging economic momentum. After months of high-stakes brinkmanship, the White House has unveiled a deal that curbs China's fentanyl precursor exports, pauses new restrictions on rare earth elements like gallium and germanium, and eases automotive chip bans vital for industries worldwide. In return, the US dials back tariffs to 10% on targeted imports, paving the way for massive soybean purchases and stabilized supply chains that could ripple through everything from tech gadgets to electric vehicles. This isn't just a truce; it's a calculated reset aimed at dodging recession risks while bolstering American farmers and manufacturers

Berkshire’s latest print reinforces a familiar theme: the core machine is still compounding at scale, but capital deployment remains extremely conservative. Operating performance A 34% YoY lift in operating profit – with underwriting tripling – confirms that the “boring engines” (insurance + BNSF + utilities + manufacturing) are still structurally healthy. Insurance underwriting – especially when interest rates remain high – is again a strategic weapon. Float-based investing in a high-yield environment is attractive, and Berkshire benefits disproportionately because it can underwrite profitably and invest the float at scale. Capital allocation stance The absence of buybacks is notable given the share price drawdown. There are two professional interpretations: 1. Buffett/Munger’s traditiona

The idea of using Pfizer (PFE) as a hedge against a potential AI bubble pop is generally supported by its characteristics as a defensive stock in the healthcare/pharmaceutical sector. Rationale for Pfizer as a Hedge Defensive Sector: The demand for pharmaceutical products is considered inelastic because people need medication regardless of the economic climate. Unlike high-flying tech companies sensitive to economic downturns, drug sales and healthcare expenditures tend to be more resilient, offering a degree of insulation during a market crash. Low Correlation: The pharmaceutical sector, especially large-cap companies like Pfizer, typically has a lower correlation to the highly volatile technology indices (like the NASDAQ 100). A sharp sell-off in AI/tech stocks may not equally impact the

🟩 🚗 **Nio Shocks Markets: Strong Growth, But What's Next?** Join Iggy, your trusted investing iguana, as we dive into the latest market buzz packed with insights to help sharpen your investment decisions! In this episode, we’re shedding light on Nio’s jaw-dropping 92.6% delivery growth for October 2025 and what it means for the competitive EV market. But here’s the kicker—despite the strong numbers, Nio's stock dipped. Why? It’s all about margins, profitability, and whether this growth can sustain in a crowded market with Tesla and BYD in the mix. 📉 Meanwhile, Singapore’s Straits Times Index reflects a cautious mood, and we explore company-specific news—from Capitoland’s temporary occupancy dip to Yangzijiang Financial’s bold spinoff move. Plus, don't miss the boardroom drama at Nam Lee Pr

🟩 🦖 **FCT's Secret to Thriving in a Tight Retail Market** revealed! Join Iggy as we dive into the numbers and strategies driving Frasers Centrepoint Trust’s incredible performance in FY '25. In a market squeezed by limited supply and economic challenges, FCT is proving there’s always room for smart moves. 📊 🔥 This video is packed with insights into FCT’s winning formula, including growing distributions, premium acquisitions like Northpoint City South Wing, smart capital raises, and fortress-level occupancy rates of 98.1%. Whether you're holding suburban retail exposure or considering it, you’ll learn how FCT is reshaping the Singapore retail REIT market. 💡 Shedding light on key data: - Tenant sales up 3.7% and lease renewals jumping 7.8%, showing strong rental growth. - Robust capital stru

$Palantir Technologies Inc.(PLTR)$   It's been consolidating a nice rectangular base for the past few weeks. Recently, last week it broke out of 190 and hitting 205 highs last Fri. We can expect it to hit around 230 to 240 after earnings over the next few weeks. For the next correction, it may drop back to 180, but once a nice base is formed, that becomes a strong support.  Pltr continues to execute and grow beyond expectations. Although it needs perfect execution, of you hold it for 15 years, it's gonna multi multi bag for you.  100 bagger anyone? 

$Tesla Motors(TSLA)$  Tesla’s story has always been about more than just cars. It’s about building the foundation for a cleaner, smarter, and more automated future — and that’s what continues to make it one of the most exciting companies in the market today. Despite all the noise, Tesla remains the undisputed leader in electric vehicles, and its innovation pipeline extends far beyond what most traditional automakers can match. Financially, Tesla is in a solid position. For the most recent quarter, the company reported revenue of about $25.17 billion, with automotive gross margins around 18%, even after price adjustments across several models. Its energy generation and storage business grew more than 35% year over yea

$NVIDIA(NVDA)$  Here’s a bullish recommendation for NVIDIA Corporation (ticker NVDA) written in a human-style tone, with key financial data and a target of US $500 in the coming years. NVIDIA continues to stand out as one of the most compelling long-term growth plays in the technology sector. In its first quarter of fiscal 2026, it delivered revenue of US $44.1 billion, up approximately 69 % year-over-year.  In the second quarter, the company reported revenue of US $46.7 billion, up about 56 % from a year ago.  These numbers underline how NVIDIA is riding a very strong wave of demand for advanced compute, especially in artificial intelligence (AI) and data centres. Profitability metrics further bolster the case. Fo

$HIVE Digital Technologies Ltd(HIVE)$ 🚀⚡️🌍 HIVE Digital Technologies $HIVE Ignites the AI Supercycle: 23 EH/s Secured, 6,000 GPUs Ahead of Schedule 💥⚡️🔥 HIVE Digital Technologies has delivered a defining moment in digital infrastructure evolution. With 23 EH/s of global Bitcoin-mining capacity and a 283% YTD surge, this isn’t just growth; it’s strategic acceleration. The company’s expansion across 32.5 acres in New Brunswick sets the stage for a Tier III+ HPC campus, scalable to 25K next-gen GPUs, powered entirely by renewables. The Grand Falls site already drives 70 MW of sustainable Bitcoin mining with its own 80 MW substation. Its location near the Maine border is a strategic masterstroke, connecting North America’s hyperscaler demand with HIVE

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ The chip giant is charging ahead with its groundbreaking multi-year deal to supply massive GPU power to OpenAI, fueling a surge that's already lifted shares to new peaks around $256. This strategic alliance, kicking off with 1 gigawatt next year and scaling to 6 gigawatts, positions AMD as a powerhouse in next-gen AI infrastructure, potentially doubling its GPU revenue by 2027. But all eyes are on the upcoming earnings report