To The Moon

The stock market has been on an incredible three-year bull run, with the S&P 500 delivering strong gains amid AI hype, resilient economic growth, and shifting Fed policies. As of late December 2025, major indices are near all-time highs, but investors are asking: What's next?Here are the hottest investment trends dominating headlines and portfolios right now:AI Dominance Continues Massive capex from tech giants is fueling the AI buildout, with questions about whether revenues will catch up. Sectors like semiconductors, cloud computing, and software are still leading the charge. Clean Energy & Infrastructure Boom Global R&D spending and government incentives are pouring into renewables, grids, and advanced manufacturing. Defensive real estate (healthcare REITs, towers) and utili

In the rapidly evolving digital landscape of 2025, cybersecurity has shifted from a "nice-to-have" IT expense to a non-discretionary "survival cost." With the global cybersecurity market projected to grow from $245 billion in 2024 to over $500 billion by 2030, investors are increasingly looking at the two "Goliaths" of the industry: Palo Alto Networks (PANW) and CrowdStrike (CRWD).   While both are leaders, they represent two distinct philosophies of security and investment profiles. The Growth Thesis: Why Cybersecurity Now? The investment case for cybersecurity rests on three pillars: The AI "Arms Race": Generative AI has lowered the barrier for hackers to create sophisticated phishing and malware. Conversely, companies must use AI-driven security to defend at machine speed.&nbs

$iShares Bitcoin Trust(IBIT)$ Building position in my portfolio 

$NVDA 20251219 168.0 PUT$ Taking profit

I spent years following the "standard" advice: dump everything into an index fund, don’t look at it for 30 years, and enjoy your 7%. But looking at the market lately, I’ve started to feel like that "set it and forget it" mindset might be leaving a lot on the table—or worse, leaving us exposed to a market that’s way more volatile than it used to be. Here’s the shift I’m making in my own portfolio right now: Stopping the "Index Overdose" Don't get me wrong, I love a good ETF. But when the top 5-10 stocks are carrying the entire weight of the market, are we actually "diversified"? I’ve started carving out about 15% of my portfolio for high-conviction plays. For me, that’s meant looking at the AI "Underbelly"—not the big software names everyone talks about, but the boring stuff like specialize

$iShares Bitcoin Trust(IBIT)$ Adding to bitcoin exposure 

I only hold OCBC and DBS indirectly via ETF. so far it has been very rewarding with good capital appreciation and dividend collected along the way boosting returns. I see more upside with the focus on wealth management paying off and strict capital structure position the local banks for future success

$NVDA 20251219 160.0 PUT$ Close out position

This is a market for the selective and the patient. For those considering BTD, the prevailing sentiment is to stick to high-conviction assets—primarily Bitcoin and Ethereum—which are seeing institutional inflows, rather than smaller, more speculative altcoins. Investor Takeaway: Don't bet the farm. Employ Dollar-Cost Averaging (DCA) rather than attempting to guess the exact bottom. Only deploy capital you can afford to lose and be prepared for potential further downside. Volatility is high, and a "market bottom is never an exact point but rather a range."

$NVDA 20251219 160.0 PUT$ Selling for premium