To The Moon

🌟🌟🌟Monday's dramatic surge in cybersecurity stocks like $CrowdStrike Holdings, Inc.(CRWD)$ was a classic case of Wall Street putting the cart about 10 metres ahead of the horse.  The need for AI cybersecurity is real but the funding is stuck in the committee. This round will definitely boil down to the budget.  If companies like the hyperscalers $Alphabet(GOOG)$ $Microsoft(MSFT)$ cannot find a way to monetise their AI investments soon, they certainly won't find the cash to secure them. For now,  cybersecurity hype wave is running on pure adrenaline and adrenal

🌟🌟🌟I am pitching my tent on the 25bp reality check.  Why? With bond yields rising and core CPI picking up, traders are pricing in a huge 90% chance that Fed Chair Kevin Warsh will pull the trigger on a 25 basis points hike this week.  It is the expected thing to do. If he skips it, it would make him appear to be asleep at the wheel. Which asset class suffers the most? Real Estate will suffer the most as high interest rate is bad for property.  Mortgages go up, buyers vanish & commercial real estate refinancing becomes difficult. A close 2nd would be Bitcoin as it is a speculative risk on asset which would normally be dumped for safety. 3rd would be tech stocks like $NVIDIA(NVDA)$ because high rates hurt growth stocks as future

🌟Is the storage supercycle a glorious AI fueled reality or are we about to watch AI sentiment take an icy bone chilling shower?  With $Micron Technology(MU)$ trading around USD 924.03 after a roller coaster summer, this upcoming report is the ultimate litmus test for the entire semiconductor industry. The Storage Supercycle Believers: This crowd argues that AI chips are completely useless without massive lightning fast memory.  Micron's advanced HBM3E is sold out through 2026.  If Micron drops blockbuster guidance & proves Big Tech is still spending like drunken sailors on memory hardware, the stock could launch into space. The AI Cooling Sentiment

🌟🌟🌟The count down is on for $SpaceX(SPCX)$ to double its weighting in the Nasdaq 100 index from 1.28% to 2.82% on September 21 2026. The Trader's Dilemma: Should I FOMO into SpaceX or wait for a pullback? The Case For Buying Now: Index tracking funds must hold the correct weight.  That means $Invesco QQQ(QQQ)$ will be forced to buy USD 12.4 billion to USD 15.5 billion worth of SpaceX stock. SpaceX has recently been locked in AI compute deals which include a fresh USD 1.11 billion a month contract aimed at increasing their annual recurring revenue towards USD 100 billion by end of 2026. The Case For Waiting:  There is SpaceX Lockup Expiration from late September to November.  While August

🌟🌟🌟Is $Oracle(ORCL)$ a  Buy or Sell? The case to Buy:  When Larry Ellison cancels a share sale, it signals that he believes the stock is undervalued & better days are still ahead. Oracle's backlog growth: Oracle's remaining performance obligations have grown rapidly, showing that the long term pipeline for its cloud and AI infrastructure services is robust. The Case To sell: Squeezed Cash Flow: Oracle is spending billions on GPUs & building massive global data centres.  This exerts heavy pressure in the short term. Execution Risk: Building infrastructure is capital intensive. The Verdict: Hold firm if you believe in Larry Ellison's track record & view Oracle as a winner in the AI cloud infrastructure race over a long t

🌟🌟🌟Is $Apple(AAPL)$ a genuine fortress or just the last safe haven before a correction? The Unshakeable Fortress: Believers see Apple as a virtual cash machine.  With over 2 billion active devices globally, a fiercely loyal ecosystem & massive share buybacks, Apple feels invincible.  To Apple believers, holding Apple isn't just a trade.  It is a shield against chaos. The Final Domino to Fall: Skeptics look at Apple and wonder how badly Apple will be affected if consumer spending on expensive iPhones will slow down. If Apple falls, the rest of the market goes down with it.  It is not a safe haven.  It is the last Domino waiting to fall. Ultimately Apple is a mirror of your market psychology. If you view it as a defens

Investing in $Intel(INTC)$ is like deciding whether to buy a house that needs a lot of fixing up.  It could be worth a lot more later, or it could cost you more time & money than expected. Reasons to buy Intel:  The US government wants chips to be made in America & they are giving Intel billions in support to make that happen. The Comeback Plan: Intel is building massive new factories to make chips for other companies, which could unlock huge new profits in a few years. High Demand: Right now, there is a shortage of computer processors or CPUs.  Because of this, Intel can charge higher prices for its products. Reasons to Pause:  Tough competition: Fierce rivals like AMD are still winning a lot of market share & I

🌟🌟🌟The global finance world just got a major reality check and it came wrapped in a Singapore Flag.  Forbes and Statista just dropped their inaugural "World's Top Performing Banks" list.  Out of 500 massive banking institutions from 89 countries, guess who swept the podium? Number 1 In The World: $OCBC Bank(O39.SI)$   Number 2 In The World: $DBS(D05.SI)$   They didn't just beat regional competitors, they ranked above global titans like $JPMorgan Chase(JPM)$  .  For a tiny city state, this isn't just an accolade.  It is absol

🌟If I could only choose one side to marry for the rest of my investing life, Buy The Dip speaks to my deepest desire for a good bargain & a heroic comeback story.  A good example is $Tesla Motors(TSLA)$ .  It represents the quintessential, high stakes Buy the Dip scenario.  Tesla is still trading significantly below its 52 week high of nearly USD 500. I would be buying a stock that plummeted due to recent headline concerns regarding its Cybercab launch.  I am betting Tesla is more than just a car company with exponential growth ahead. But Chase the Winner is often the brutal reality of how wealth is generated: by backing the champions ev

$PropNex(OYY.SI)$ 🌟🌟🌟I invest in PropNex because it is much more than just a business.  Property is never just about bricks and mortar.  It is about a family finding their first safe home or a retiree securing their future. PropNex gives thousands of agents the training, the tools and support they need to succeed.  When the agents win, the families they help win too. PropNex is Singapore's largest real estate agency, commanding a massive market share of HDB and private residential transactions backed by a large force of over 13,000 agents. Go Long Go Strong Go PropNex.🌈🌈🌈💰💰💰 @Tiger_SG  @Tiger_comments