The Year of the Heavy Lift: Why 2026 is the Pivot Point for Global Satellite Logistics.
With 2026 approaching, the space sector is moving from a speculative "frontier" into a concrete "industrial" phase. Here is a breakdown of the key catalysts and risks for your 2026 watchlist, based on the current market landscape as of late 2025: 1. The Heavy Hitters (Launch & Infrastructure) Rocket Lab ($Rocket Lab USA, Inc.(RKLB)$ ): This is the "big one" for 2026. The maiden flight of their Neutron rocket is scheduled for the first half of the year. If successful, it unlocks the medium-lift market (competing directly with SpaceX's Falcon 9). With a backlog already over $1 billion, 2026 is their year to prove they can scale from a small-sat launcher to a global space prime. Redwire ($Redwi
Bigger Navy, Bigger Orders: The Return of American Shipbuilding
There was an interesting piece of news yesterday: Trump announced approval for the U.S. Navy to build two brand-new warships, both to be named after him, and also revealed plans to increase the number of aircraft carriers. Shipbuilding giant $Hillenbrand(HI)$ jumped more than 8% on the news. Back in February this YEAR, its financial performance was weak: profit margins had fallen to cyclical lows, and nearly all key metrics came in below expectations. The main reasons were severe inflation in recent years and sharply rising wages. More than half of HII’s contracts are fixed-price contracts. While some costs are reimbursable, there is a cap—once that limit is exceeded, any additional costs must be absorbed by the company. During its
🧘✨ Chill & Relax Christmas Vibes ✨🎄 🎤 Karaoke Christmas Sing with my hearts out, laugh at off-key moments, and make festive memories together. 🏖️ Beach Day @ Downtown East Sun, sea, and good vibes — make roti prata, bring snacks and music, enjoy steamboat & BBQ, play water games (“get wet, don’t get stressed 😆💦”), then chill with mahjong and card games till night. Low stress, high fun. Christmas, but make it shiok. 🎶🔥
My honest feeling is that business here would be quite poor.
When I look at the Christmas Food Village at Ngee Ann City, it just doesn’t feel inviting enough for people to walk in. The entrance itself feels cramped and slightly intimidating, almost like a bottleneck. From the outside, you can’t really see what’s inside, so there’s no strong pull or excitement to step in. It feels like effort, not curiosity. The"Sandwich" Effect: When stores or stalls flank the entrance too closely, it creates a "tunnel" feel. People generally don't like entering spaces where they feel they might get stuck in a crowd or forced into a one-way flow. Obstructed Views: If you can’t see the "reward" (the food or the vibe) from the outside, the brain perceives entering as a higher risk/effort than just walking into the wide, air-conditioned mall. On top of that, it’s compe
AI Doesn’t Need More GPUs — It Needs Faster Wires $NVIDIA(NVDA)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$ Over the past three years, whenever artificial intelligence comes up, most people immediately picture the same thing: NVIDIA's H100 GPUs forming massive black walls of compute power, followed by the Blackwell architecture's B200 chips, and then the Rubin platform. Investment bank reports compete to outdo each other on who has the most exaggerated claims about compute capacity, parameter counts, or teraflops per second. But here's the key question few people rea
The Bank of Japan’s Century-Long Liquidation: An ETF Exit With No End
Whenever the Bank of Japan (BOJ) makes a move, markets tend to react violently. The shock usually starts in crypto, then ripples through bonds and equities. The most recent example was a few weeks ago, when Japanese short-term government bond yields broke a key threshold. $Strategy(MSTR)$ $BitMine Immersion Technologies Inc.(BMNR)$ This time, Bloomberg reports that the BOJ may begin selling its exchange-traded fund (ETF) holdings as early as January 2026. The question is: will this spill over into other markets? At first glance, this sounds like a bombshell. After all, the BOJ has long been the single largest buyer in Japan’s equity market—a true “whale” that accumulated roughly 7% of t
More Crowded, More Costly, Less Home Singapore’s personal income tax just keeps climbing. Paying $8k+ to the government isn’t exactly something to celebrate — especially when CDC vouchers, GST vouchers, and rebates barely make a dent. Meanwhile, the roads are more congested, public spaces feel dirtier, the city is increasingly crowded — and it’s starting to feel less like home.
Work Till You’re Old, Die With a Balance, CPF Grows While Singaporeans Struggle to Breathe
📣 CPF “Reform”: Work a Little More, Own a Little Less, Retire a Little Later~ Of course, they don’t say it like that. They sprinkle fairy dust instead: ✨ “Enhancing retirement adequacy” ✨ “Future-ready planning” ✨ “Stronger golden years” Aww. So sweet. Now let’s gently peel the wrapper. 👇 🔺 More of your pay goes into the “see-you-at-65” box 🔺 Wage ceiling raised (hello, $8,000 👋) 🔺 FRS keeps growing like it’s on steroids 🔺 Touching your money? Please wait patiently till 65 🔺 Take-home pay today? Slightly… thinner 🥲 ⸻ Meanwhile, in real life: 🧾 Bills: 📈 🍚 Groceries: 📈 🚆 Transport: 📈 ⚡ Electricity: 📈 🏠 Property prices: sky-high (Toa Payoh 3-room, $930k 💀) 💸 Mortgage: forever subscription 😰 Job security: fragile 📉 Real income: shrinking And they smile and say — “Don’t worry! Your CPF is growi
One Chicken Hotpot Outlet Once Valued at RM75 Million? Let’s Talk About CCHH.
The Chicken Hotpot House $CCH Holdings Ltd.(CCHH)$ that recently went public didn’t list on the main Nasdaq board—it rang the bell on the Nasdaq Capital Market, the lowest-tier segment of the Nasdaq Exchange. Think of it as the US version of Malaysia’s LEAP Market: low entry requirements, low minimum market cap, and modest financial thresholds. The key difference? Retail investors can still trade these stocks freely. So when CCHH crashed over 82% recently, it wasn’t because of panic selling. The truth is far simpler—there was almost no liquidity. Trades were thin, with gaps of 45 minutes and even 70 minutes between transactions. In plain E