To The Moon

Singapore stands at the crossroads of global capital and Asian growth, and 2026 is shaping up to be a year when regional awareness and strategic diversification could pay off. The global recovery has matured, interest rates are stabilizing, and new technologies are driving quiet revolutions across industries. For Singapore investors, here’s what’s worth watching this year. 1. The Rise of “AI Adoption” Plays Artificial Intelligence remains the story of the decade—but the best opportunities in 2026 may lie beyond Silicon Valley. Singapore-based logistics, finance, and healthcare firms are ramping up AI integration to lift efficiency and margins. Watch for regional leaders in automation, predictive analytics, and customer personalization. Example: Local listed companies leveraging AI to stren

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The year of the Horse in the Chinese zodiac is traditionally associated with energy, momentum, and dynamic movement. While zodiac-based investing shouldn't replace fundamental analysis, understanding cultural sentiment and seasonal patterns can provide useful context for portfolio positioning. Here's a strategic look at sectors to consider and avoid as we navigate this period. Understanding the Year of the Horse The Horse symbolizes speed, freedom, and forward progress in Chinese astrology. Historically, years associated with the Horse have shown interesting market patterns, though past performance never guarantees future results. What matters more is aligning your strategy with both seasonal trends and solid fundamentals. Sectors to Consider Travel and Transportation The Horse's associati

As we navigate the early months of 2026, the stock market continues to experience periods of volatility. Elevated valuations in certain areas, combined with ongoing geopolitical tensions, policy shifts including tariffs, and a rotation away from some high-flying tech names, have created choppy conditions. While the broader market shows resilience with earnings growth expectations remaining solid, downturns and pullbacks present opportunities for patient investors to add quality positions at more attractive prices. This environment favors a selective approach: focusing on sectors with strong fundamentals, defensive characteristics, or secular tailwinds that appear undervalued relative to their long-term potential. Below, we explore some of the most promising sectors amid the current turmoil

The private equity sector has been rocked by a sharp sell-off in recent days, with shares of major players tumbling amid growing investor anxiety over their heavy bets on software companies. As artificial intelligence continues to reshape industries, questions swirl around whether these firms' portfolios – laden with software investments acquired at peak valuations – represent a toxic liability or a timely bargain for long-term investors. The meltdown, which wiped out billions in market value, underscores the vulnerability of leveraged software assets in an era of rapid technological disruption. But it also raises the prospect of undervalued stocks for those willing to bet on adaptation and recovery. At the heart of the turmoil is the private equity industry's deep entanglement with softwa

In the world of investing, index funds have long been hailed as the epitome of simplicity and safety. By tracking broad market indices like the S&P 500, they offer diversification across hundreds of companies, theoretically spreading risk and capturing the overall market's growth. However, the rise of the "Magnificent Seven" (Mag 7)—Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla—has sparked intense debate. These tech behemoths have dominated market performance in recent years, but their outsized influence raises a critical question: Have they undermined the very foundation of index investing by turning diversified funds into concentrated bets on a handful of stocks? The Rise of the Mag 7 and Market ConcentrationThe Mag 7's ascent began in earnest during the AI boom of the

Investment Analysis: Is Anthropic Breaking the Software Business? Let's get real about this: Anthropic is legitimately shaking the foundations of the traditional software business, and the market's violent reaction over the past few days proves it. No sugarcoating—Claude Cowork's plugins (dropped on January 30) just triggered one of the ugliest sector sell-offs we've seen in years, wiping out an estimated $285 billion in combined market value from software, legal tech, professional services, and related names in a single brutal session, with the pain spilling into a second day.The numbers don't lie: Thomson Reuters plunged 15-18% (its worst single-day drop ever), RELX down 14%, Wolters Kluwer around 13%, LegalZoom getting hammered nearly 20%. Even broader plays like Sage, Pearson, Experian

$BAC 20260213 55.0 CALL$ covered call

$Microsoft(MSFT)$ picking up when sentiments are bad. This is for long term holding 

$NVDA 20260130 165.0 PUT$ close position