To The Moon

I think it is safe to assume that Artificial Intelligence is here to stay for good. For that, the technology sector is witnessing a historic capital expenditure (capex) blitz, redefining the race for AI dominance. In Q1 2026 earnings prints, the world’s primary hyperscalers namely - Amazon, Alphabet, Microsoft and Meta all revealed a jaw-dropping upwards revision to their infrastructure budgets. Instead of pulling back, these tech giants are channeling hundreds of billions of dollars into their physical footprints, driving collective annual capex projections for 2026 to a staggering $650 - $750 billion. The sheer volume of capital deployed in Q1 2026 alone highlights the magnitude of this infrastructure arms race: Amazon.com (AMZN)$ Led the group in absolute quarterly spending, recording a

Today’s trading in $Fluence Energy, Inc.(FLNC)$ unfolded like a classic intraday battle between weak hands and patient accumulators. Morning Open: The Engineered Shakeout The session began with a nervous tone. FLNC closed yesterday at 20.19, then opened slightly softer around 20.25, immediately slipping into pressure. Within minutes, price probed the lows at 19.90, slipping under the key psychological level of 20.00. That break wasn’t just noise—it triggered the usual cascade of stop-loss selling. Retail traders blinked first. But beneath the surface, something else was happening: liquidity was being harvested. The Pivot: Silent Accumulation at 19.90 The dip to 19.90 didn’t last. Instead of follow-through weakness, buyers stepped in ag

I think the most interesting way I’d play the $SpaceX(SPCX)$ setup is still indirect exposure through quality compounders rather than trying to force direct IPO access. Alphabet & Tesla work better for me as embedded options on the SpaceX story, since I get diversified upside without underwriting a single-asset listing outcome. I’m cautious about EchoStar’s implied NAV discount. Even if the math looks attractive, the repricing depends on how the market values illiquid SpaceX equity once SPCX starts trading & I don’t fully trust that discount to close cleanly in the short term. Rocket Lab is the most interesting “second-order SpaceX bet,” but I think a lot of optimism is already priced in after the rally. I see it more as a momentum and e

$Salesforce.com(CRM)$ $Snowflake(SNOW)$ $MongoDB Inc.(MDB)$ 📊🌍🚀 Wall Street this week: macro, geopolitics and software earnings in focus 🚀🌍📊 I’m heading into this shortened trading week with three interlocking forces shaping price action: geopolitical tension in the Middle East, critical U.S. macro data and a concentrated software and technology earnings calendar. With U.S. markets closed Monday for Memorial Day, the trading week compresses into four sessions, but the amount of information the market needs to absorb feels anything but light. The next few days could influence sector leadership, macro expectations and positioning into June. 📅 Ke

🌟🌟🌟I invest in $SS SPDR STI ETF(ES3.SI)$ because it represents the best of Singapore - discipline, resilience and quiet strength wrapped into 1 powerful ETF. It is not loud. It is not flashy. But it delivers exactly what a long term investor needs: stability, dividends and a strong foundation built on companies that have proven themselves across crises and cycles. The best includes our 3 local banks $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ and blue chips like

$IONQ Inc.(IONQ)$ $D-Wave Quantum Inc.(QBTS)$ $Rigetti Computing(RGTI)$ 🚀⚛️🧠 Quantum Just Solved Its Scaling Problem? DARPA Backs $IONQ Interconnect Breakthrough as Networked Architecture Reprices the Sector 🧠⚛️🚀 🌐 World Quantum Day Catalyst Meets Institutional Repricing The alignment with World Quantum Day is acting as an accelerant, but the underlying move is being driven by something far more structural. $IONQ’s near +19% intraday surge is not just momentum, it is the market reacting to credible validation that directly impacts the future architecture of quantum systems. What I am seeing here is the early stages of a narrative shift. Quan

If the geopolitical risk premium starts fading and oil volatility cools off, the market narrative can flip pretty quickly—from “macro fear” back to “liquidity and rates.” In that kind of setup, Monday doesn’t need anything dramatic to move hard. Even just positioning + sentiment unwind can trigger a gap where the stuff that was punished on oil/risk-off gets the strongest rebound, especially Europe, Taiwan, and Korea. Those markets tend to get dragged harder when energy spikes, so they also tend to recover faster when that pressure comes off. But the bigger story isn’t just geopolitics—it’s the narrative shift underneath: from “rates staying higher for longer” back toward “eventual cuts.” Once traders start pulling that thread again, liquidity-sensitive names tend to reprice first. That’s w

Is the Iran War Over? Unpacking Trump's Imminent Peace Move & the New Fed Shockwave 🌟🌟🌟The global energy grid has just been sent into an adrenaline fueled tailspin. Over the last 24 hours, President Donald Trump declared on Truth Social that a monumental peace deal to end the 2026 Iran War is now "largely negotiated" with a formal memorandum of understanding on the verge of being signed to fully open the Strait of Hormuz. This is a heart stopping pivot. We are looking at a highly dramatic conflict that kicked off with large scale US Israeli strikes in February 2026, sent oil prices to a roaring premium and choked global shipping lines. Another massive news is the installation of Kevin Warsh as the new Fed Chair and the 30 year US Treasury yield has scaled past r