1. Not building size in the pure-play drone names when the window was wide open. I saw the opportunity in $ONDS, bought shares at $0.73 but sold at $3.17 because the move felt too fast. I did restart the position at $5.26 but the hesitation cost me some upside.2. I believed the AI Utility names like $IREN Ltd(IREN)$ & $Cipher Mining Inc.(CIFR)$ were built for what I call the overflow era which is that brief high-margin window where AI compute demand outstrips what $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud can supply. What I underestimated

Powell's Dovish Stance Turns Hawkish: December Rate Cut Probability Plummets Nearly 30% $Gold - main 2512(GCmain)$ $XAU/USD(XAUUSD.FOREX)$ Although the Federal Reserve cut interest rates by 25 basis points to the 3.75%-4.00% target range as expected on Wednesday, Powell's cautious stance on further easing in December thoroughly disappointed the market.The gold market is at a crossroads: Powell's hawkish shift, the strengthening of both the dollar and US Treasury bonds, and the complete overshadowing of the "positive" impact of the end of quantitative tightening. If the US-China-South Korea summit fails to bring substantial benefits, and market expectations for a December rate cut continue to c

1. $S&P 500(.SPX)$ All day long. Below 6652, above 6652, below 6652, above 6652. Currently 6654 at time of post19 minutes left in session.For me the session close particularly important being that Friday flashed all three risk-off criteria. A close below confirms it and I take a very cautious stance on the market. Close above and the melt-up narrative can live another day.2.6654 - may the melt-up live on for another day.This session close makes for a missed confirmation signal, and second false alarm this year (last one Aug 1) in my systemFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out

$S&P 500(.SPX)$ In 2025, amidst the turmoil in global financial markets, gold's allure as a traditional safe-haven asset has resurfaced. On Wednesday (October 8), gold prices not only broke through $4,000 per ounce for the first time, reaching a record high of $4,059.07 per ounce, but also drove silver prices to a record closing high. However, just as the rally was in full swing, a sudden turn in the geopolitical situation in the Middle East—a ceasefire agreement between Hamas and Israel—quickly cooled market risk aversion, leading to a pullback in gold prices on Thursday (October 9). This warrants investor caution.Investors should monitor further news on the Middle East situation and shifts in risk aversion, wary of the possibility that this

1.How do you measure whether a company is generating its revenue efficiently?One metric stand out - Revenue per employee.What is it?To put it broadly, it is the total revenue of a company divided by how many employees it has.For example, if company A has 100 employees and generated SG$10 million, then the revenue per employee is SG$100,000.How is it useful?It enables investors to determine whether a company is being productive and efficient at using its labour force to generate revenue.A low revenue per employee shows that the company might be hiring too many.A high revenue per employee shows that it is being efficient at doing so.However, this is just one way of looking at this.There are companies which have low revenue per employee but actually generate high profits. They could be food &

$Gold - main 2512(GCmain)$ Gold prices fluctuated narrowly in early Asian trading on Thursday (October 2nd), currently trading around $3,862. Gold hit a record high of $3,895.28 during Wednesday's session before closing at $3,865.49 per ounce, a mere 0.19% increase. This underscores the strength of the metal, as the weakening dollar, risk aversion fueled by the US government shutdown, and weak employment data, which reinforced expectations of a Federal Reserve rate cut, all contributed to its upward momentum. $XAU/USD(XAUUSD.FOREX)$ For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US

Goldman Sachs expects $NEBIUS(NBIS)$ to generate over $6 billion revenue in 2026.This means that they are forecasting around 600MW connected capacity at the current GPU/per hour rates and ~70% utilization.Management expects 1GW contracted capacity by the end of next year.Even if the demand slows down a bit, they can easily reach 2GW connected capacity by the end of 2030.At the current rates and assuming 70% utilization, this allows them to generate up to $20 billion revenue.At a conservative 5x sales, we get a $100 billion company.We are still early.Long $NEBIUS(NBIS)$ .For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 co