To The Moon

Edward Egilinsky is the Head of Global Sales & Distribution at Direxion, where he leads global client strategy across ETFs and alternative investment solutions.In his latest market review and outlook, Edward Egilinsky outlines how trading behaviour in 2025 has been shaped by a narrow set of dominant themes—and why 2026 is likely to be more volatile, but also richer in tactical opportunities for active investors.1. 2025 Review: Trading Activity Concentrated in AI and Mega CapsEdward notes that Semiconductors, AI, and the Magnificent 7 dominated trading activity throughout 2025, particularly within the leveraged and inverse ETF universe. Data from US-listed products shows trading volumes and fund flows heavily concentrated in Nasdaq-related exposures, semiconductor plays, and selective s

In his latest market outlook, @Kenny_Loh points out that 2025 is shaping up to be the strongest year for Singapore REITs (S-REITs) since 2019, with the sector benefiting from stabilising interest rates and the early phase of a rate-cut cycle. Looking ahead, he views 2026 as a potential inflection year, where S-REITs transition from recovery to renewed growth.Read more >>2025: S-REITs' Best Year Since 2019 | 2026 Market OutlookKenny Loh is a distinguished MAS Private Wealth Advisor with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for

As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. $Goldman Sachs(GS)$ , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month $S&P 500(.SPX)$ target to 6,900, up from 6,500 — its second up

@KevinChenNYC Kevin Chen holds a PhD from the University of Lausanne, Switzerland, and launched his Wall Street career at Morgan Stanley, where he absorbed the analytical rigor of macroeconomic legends Byron Wien and Steven Roach. He maintains strong academic ties as a graduate-level instructor at New York University and marks 2026 as his tenth annual installment of top-10 global economic predictions. His 2025 forecast track record stands at 85% accuracy.2025 Forecast Track Record: 8 of 10 predictions correct (85% hit rate).Chen‘s standout call was forecasting a Q2 US stock correction—markets entered a bear market in April-May, with the $NASDAQ(.IXIC)$ plunging over 30%. Other accurate foreca

Barron's has once again demonstrated its prowess in stock selection. Their 2025 top 10 picks—which included names like $Alibaba(BABA)$ , $Alphabet(GOOGL)$ , $ASML Holding NV(ASML)$ , $Berkshire Hathaway(BRK.B)$ , $Citigroup(C)$ , $Everest Group(EG)$ , $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ , $Moderna, Inc.(MRNA)$ , $SLB Ltd(SLB)$ , and $Uber(UBER)$ —delivered an impre

2025 proved Singapore's market resilience and evolving breadth, delivering remarkably balanced returns across all capitalizations—from the $Straits Times Index(STI.SI)$ 's 21% gain to the Fledgling index's 31% surge—while buybacks hit a decade-high at S$2.15 billion and dividends are poised for another record. What distinguishes this rally is the structural shift: daily turnover in non-STI stocks jumped from 14% to 25%, indicating institutional money is finally flowing beyond the usual blue-chip narratives. This isn't just momentum; it's a fundamental repricing as companies like $DBS(D05.SI)$ , $Singtel 10(Z77.SI)$ , and

$Li Auto(LI)$ ’s 3Q25 results came in under pressure as deliveries dropped 39% YoY to 93,211 units due to supply-chain issues, product transition, and the MEGA recall. Revenue fell 36% YoY to RMB27.4bn, and gross margin slipped to 16.3%—or a more resilient 20.4% excluding recall impact. While near-term metrics were weak, the quarter also marked a strategic reset, with clearer signals around BEV momentum, product pipeline visibility, and the company’s long-term AI-driven roadmap. The team maintains a BUY rating but lowers the price target to $24 (from $28).3Q results showed several underlying positives despite headline softness. Vehicle margin, adjusted for recall provisions, held up at 19.8%, reflecting stable cost structure even amid lower scale. R

$NIO Inc.(NIO)$ 3Q25 Update: Improving Profitability and a Stronger 2026 SetupThe Tiger Research team maintains a BUY rating and $8 price target after NIO delivered a solid 3Q25 marked by meaningful margin recovery, stronger operating efficiency, and sustained momentum across its three-brand strategy. While 4Q delivery guidance of 120–125k units was slightly below prior market expectations, management highlighted continued strength in high-margin models and reiterated confidence in achieving 4Q breakeven. Looking ahead, the 2026 outlook appears increasingly constructive with a stronger SUV-led product cycle and improving cost structure.3Q25 performance was broadly encouraging.Revenue rose 16.7% YoY (14.7% QoQ) to RMB21.8B, supported by 87,071 deliv

$Morgan Stanley(MS)$ Chief U.S. Equity Strategist Michael Wilson's sweeping global outlook has markets buzzing—not just for its aggressive $S&P 500(.SPX)$ target of 7,800 by end-2026, but for framing a new narrative: No recession ahead, yet policy is deploying in a rare pro-cyclical combination. Tech investment is in its super-early stage, yet already reshaping credit markets, corporate earnings, and asset pricing.The report hammers home one key idea: 2026's focus won't be on "macro noise reduction," but on "micro revaluation." In other words, markets are shifting focus from geopolitics, trade, and policy uncertainty—back to earnings, tech cycles, and asset supply/demand fundamentals.Morgan Stanley's M

$iQiyi Inc.(IQ)$ (HOLD) reported 3Q25 results showing modest sequential stabilization but continued YoY pressure. Total revenue reached RMB 6.68bn, down 8% YoY (vs. -11% last quarter), partly due to the end of a cooperation arrangement (~RMB 300m impact), yet up 1% QoQ. Non-GAAP operating loss was RMB 22m, compared with a profit of RMB 59m last quarter. The Tiger Research team notes that early regulatory adjustments have provided some benefit, but structural impacts on domestic industry growth are expected to materialize gradually.Membership RevenueMembership revenue rose 3% QoQ to RMB 4.21bn, supported by strong summer content such as The Thriving Land, Knockout 2, and serialized IP titles. However, YoY membership revenue still declined 4%, reflect