To The Moon

Strengths of NTT DC REITExposure to High-Growth Data Centre Sector:NTT DC REIT is a pure-play data centre REIT, the third of its kind on the SGX, following Keppel DC REIT and Digital Core REIT. The global data centre market is experiencing strong growth, driven by demand for digital infrastructure and artificial intelligence (AI) applications. The prospectus notes a projected 27.5% compound annual growth rate in power usage by data centres from 2024 to 2027, reflecting robust demand. The REIT’s portfolio includes six operational data centres across the US (four in California and Virginia), Austria (Vienna), and Singapore, with a total appraised value of US$1.57 billion and a capacity of 90.7 megawatts. This geographic diversification across key markets (US: 72%, Europe: 17%, Singapore: 9%

I think it's just a different culture. starbucks pride itself as a second space while Chinese consumers prefer grab and go

The only holdings that match is Singtel. After a huge rally, might consider trimming my stake

China the growth engine of Starbucks appears to have hit a speed bump. The relentless expansions seems to have cause market fatigue in China and it lead to many to believe that they are losing their mojo in China.Here's a breakdown of the situation: 1. Declining Performance Metrics:  * Comparable Store Sales: Starbucks China saw a 14% decline in comparable store sales in Q4 Fiscal Year 2024, and an 8% decrease for the full fiscal year 2024. More recently, comparable store sales in China were flat in Q2 2025 after dropping for four straight quarters.  * Average Ticket & Transactions: Both average ticket and comparable transactions have seen declines in China.  * Revenue Growth: For fiscal year 2024, Starbucks China's revenue decreased by 1.4% year-on-year. 2. Fierce Compe

Companies like BlackRock and Metaplanet are notably increasing their Bitcoin holdings. Given this context, let's consider the implications of adding Bitcoin  Arguments for Adding Bitcoin Now:  * Institutional Validation: The increasing acceptance and accumulation of Bitcoin by traditional financial institutions (asset managers, corporations adding to treasury reserves) signifies a growing legitimacy and long-term commitment to the cryptocurrency. This could lead to further price appreciation as more institutional capital flows in.  * Scarcity and Demand: Bitcoin's fixed supply (21 million coins) coupled with increasing institutional and retail demand, especially after the halving event in April 2024 (which reduced the supply of new Bitcoin entering the market), creates a sup

 * DBS Group Holdings Ltd (DBS Bank): Consistently one of the most profitable companies in Singapore, and indeed in Southeast Asia, with strong earnings from its banking operations.  * Oversea-Chinese Banking Corporation (OCBC Bank): Another leading Singaporean bank that consistently reports high profits.  * United Overseas Bank (UOB): The third of Singapore's major local banks, also a regular on the most profitable lists.  * Singapore Airlines (SIA): A major global airline that has seen strong recovery and profitability in recent times.  * Wilmar International: A leading agribusiness group in Asia, involved in palm oil, edible oils, and other agricultural products, contributing significantly to Singapore's profits.  * Singtel: Singapore's largest telecommunic

Nvidia (NVDA)Why it’s most-watched: Nvidia continues to dominate as a leader in AI and semiconductor technology, with its GPUs powering generative AI, data centers, and gaming.  Web data indicates Nvidia’s stock surged in H1 2025, driven by AI demand, with analyst price targets suggesting a 15-20% upside from current levels. Its P/E ratio, while high at around 60, is justified by projected 40% revenue growth in 2025. Richemont (CFR.SW)Why it’s most-watched: As a luxury goods giant owning watch brands like Cartier and Jaeger-LeCoultre, Richemont is a standout in the luxury watch sector. The luxury watch market’s projected growth to $50 billion by 2031 makesit a favorite among investors seeking stable, high-margin assets. Its stock is watched for resilience against macroeconomic pressur

I closed $Apple(AAPL)$  ,Close position

Valuetronics is an integrated electronics manufacturing services (EMS) provider based in Hong Kong and listed on the Singapore Exchange (SGX). They offer a range of services including:  * Design and Engineering Services: New Product Introduction (NPI).  * Manufacturing: PCBA assembly, full box-build or module assembly, and manufacturing of plastic and metal components.  * Supply Chain Support. Their customer base includes internationally renowned multinational and mid-size companies. They operate primarily in two segments:  * Industrial and Commercial Electronics (ICE): This segment contributes around 80% of their revenue. Products include industrial printers, cold chain temperature monitors, automotive data and media connectivity modules, and IP phones.  * Consume

Steps to Position Your Portfolio for H2 2025Assess the Macro Environment:Economic Indicators: Review GDP growth, inflation, interest rates, and employment data. For example, if central banks are tightening (higher rates), bonds and defensive stocks may outperform. If rates are stable or falling, growth stocks or real estate could benefit. Geopolitical and Policy Factors: Monitor events like trade policies, elections, or energy market shifts. H2 often sees policy changes post-midterm budgets or elections. Seasonal Trends: Historically, H2 can be volatile due to earnings seasons (Q3, Q4) and year-end rebalancing, but sectors like retail may perform well due to holiday spending. Asset Allocation Adjustments:Equities:Bullish Case: If economic growth is strong, overweight sectors like technolog