To The Moon

🌟🌟🌟DBS $DBS(D05.SI)$  has just reported a 4th quarter 2025 net profit of SGD 2.36 billion, a 10% year on year decline that missed analyst estimates of SGD 2.57 billion.  While the headline miss on 9 February 2026 initially cooled market sentiment, sending shares down almost 2% in early trading to SGD 58.41, the result masked a record full year 2025 income of SGD 22.9 billion and a powerful 14% surge in wealth management fees. The Warren Buffett Lens: Value Over Volatility In the face of today's market jitters, it is vital to remember Warren Buffett's timeless wisdom : "Do not take yearly results too seriously, instead focus on 4 or 5 year averages." Warren Buffett has long argued that a single earnin

🌟🌟🌟SGX and Keppel don't operate in the same universe.   $SGX(S68.SI)$  is the quiet heartbeat of our markets. $Keppel(BN4.SI)$  is reinventing itself for the AI infrastructure age.  But this earnings season, both reminded me why they are pillars of Singapore Inc.  As a Singaporean, I can't help feeling proud of how far our homegrown giants have come. SGX:  Record Results, A Pullback and Quiet Potential SGX delivered record revenue, stronger derivatives volumes and steady profit growth.  It is the kind of earnings that reflect resilience, discipline and a business model built on real recurring demand. 

🌟🌟🌟I invest in $Sheng Siong(OV8.SI)$ because it represents the kind of wealth I want to build - steady, grounded, resilient and rooted in real life.  Not hype.  Not noise.  Just a business that is built in something far more powerful : daily necessity.  Sheng Siong is a company that performs best when things get tough.   In a world chasing the next big thing, Sheng Siong reminds me that sometimes the best investments are the ones right in front of us...aisle by aisle, basket by basket. Sheng Siong is the dependable kind of stock, the kind we can count on.  Honestly in a market that is  full of drama, that reliability feels like luxury. @Tiger_comment

🌟🌟🌟The market didn't just rebound on Friday, it snapped back like a rubber band that had been stretched too far.  One minute we were watching fear ripple through every asset class, the next minute everything decided to rally together like they had rehearsed it. Stocks climbed, Big Tech charged ahead and risk appetite returned from its short vacation. Meanwhile Spot Gold jumped 3%, Silver surged 7% and Bitcoin snapped back above USD 70,000. It is the kind of synchronised rebound that makes everyone wonder : Is this a genuine risk reversal or just a violent relief bounce before the next plot twist? No one knows for sure - not the strategists, not the quants  but the signals are interesting : Precious metals ripping suggests that liquidity is still flowing.  Crypto's sharp reco

Big 5 of Mag 7: Which one offers best value? $Alphabet(GOOG)$ : The Under appreciated Workhorse: It is the best value now.While the market panic over their 2026 capex, it has just posted a record USD 400 billion revenue year.  Trading at a lower PEG ratio than its peers, it is the AI power player hiding in plain sight. Apple : The Defensive King.  It defied the trend by being the only giant whose capex actually declined. While others build data centers, Apple is counting record iPhone cash. It is a safe haven though you pay a premium P/E of 34 for peace of mind. Meta : The Efficiency Machine: Revenue is soaring 24% YoY but the market is getting nervous about the scale of its  infrastruct

🌟🌟🌟The recent tech rout can be summed up in one word : Capex.  Not AI, not earnings, not hype.  The Star Wars of Compute is here - a USD 600 billion arms race where every cloud titan is building Death Stars of silicon, data centers and model training clusters.  The market is suddenly asking the only question that matters : Who will actually monetise all this? The Dominoes Fell Fast  $Alphabet(GOOG)$  and $Amazon.com(AMZN)$  both delivered monster growth.  Both revealed monster capex.  Both got punished. Google fell 7% but recovered to - 0.6% by sheer force of fundamentals.  Amazon is down 10% as inve

🌟🌟🌟The stage is set for a historic Monday on February 9 2026 for $DBS(D05.SI)$    As the undisputed Alpha of Singapore banking prepares to unveil its latest earnings report, the market is holding its breath.  We are not just looking at a balance sheet, we are witnessing the evolution of a financial fortress that has redefined global excellence. Is SGD 60 the ceiling? Or are we standing on the edge of a new launchpad to SGD 70? Why JPMorgan Set A SGD 70 Target  The smart money is aiming for the sky.  JPMorgan analysts Harsh Wareham Modi and Daniel Tan maintained a conviction price target of SGD 70.00, an upside potential of 18% in their recent reports.  Their bullish stance is buil

🌟🌟🌟DBS $DBS(D05.SI)$ is heading into its February 9 results with the stock hovering around the SGD 60 psychological barrier like it is deciding whether to make history or tease the market for one more week. I am rooting for DBS winning big . So my vote is A: Breakout to SGD 60. Why? Because wealth management has been the quiet engine humming beneath the surface.  If those numbers come in higher than expected, the market won't just nod.  It will rerate DBS on the spot. Now add this: JPMorgan has a target price of SGD 70 for DBS.  When a global institution plants a SGD 70 flag , it tells you that the rally isn't over. It is simply catching it

🌟🌟🌟This is one moment in the market where everything feels like it is breaking at the same time.  Stocks are falling , Gold & Silver are down and Bitcoin is also down. It is times  like this that we need to stay calm, do not panic sell and go bargain hunting for great stocks selling at a discount. This is a buyer's market for long term investors.  Gold and Silver dips are opportunities, not warning.  Bitcoin pullbacks are part of the cycle.  Defensive stocks like consumer staples + $Wal-Mart(WMT)$ $Pepsi(PEP)$ $Procter & Gamble(PG)$ are doing well.  Walmart has in fact hit the USD 1 Trillion in market capitalisation. This isn

🌟🌟🌟If  I can only hold 1 stock during a government shutdown it would be $Alphabet(GOOG)$ and not $General Motors(GM)$ .  This is because in a government shutdown I want a fortress , not a factory. General Motors is a solid proud American icon but it is also tied to consumer sentiment which tanks during political chaos, credit markets which get jittery fast and union negotiations which can flare up when the government is distracted. GM is like holding a car that might stall when the traffic lights stop working . Alphabet on the other hand is like the kid who brings snacks, cash and straight A grades to the apocalypse. Alphabet has USD 100 billion plus in cash, global revenue streams , AI dominan