To The Moon

Increase of less than or equal to 3%

Netflix (NFLX) could see upside if it overcomes valuation risks with strong guidance, while JPMorgan Chase (JPM) and other banks face a narrowing valuation gap amid economic uncertainty, leaving none a possibility if macro concerns outweigh sector strengths, but Taiwan Semiconductor Manufacturing (TSM) has the biggest "Beat & Pop" potential this week, driven by AI-driven chip demand, making it the strongest contender

$Goldman Sachs(GS)$  $Taiwan Semiconductor Manufacturing(TSM)$  $Netflix(NFLX)$   Goldman Sachs (GS) posted a major earnings beat, signaling a rebound in investment banking and equity financing; the "GS bar" raises expectations for peers seeking a "beat & pop" this week Taiwan Semiconductor Manufacturing (TSM) benefits from AI-driven chip demand and strong guidance, but geopolitical risks and semiconductor cyclicality are key limiting factors Netflix (NFLX) faces high expectations after price hikes; while low churn and ad-tier growth counter flat engagement trends, strong forward guidance is essential to mitigate ongoing valuation r

Increase of 2% or less

$S&P 500(.SPX)$   Investor sentiment turns cold amid selloff, with the market at a pivotal point to determine if the correction is over or just halftime; hence, the primary debate remains whether this week's selloff signifies a "clearing of the decks" with bad news priced in, or the start of a deeper slide With the S&P 500 (.SPX) testing critical 6500 support, there is potential for a bounce; however, failure to hold this level risks a deeper slide. Extreme retail pessimism, a contrarian "buy" signal indicating a market bottom, may not prompt a quick recovery if broader conditions remain weak, with geopolitical tensions possibly validating rather than reversing the pessimism The 52% bearish reading suggests a possible sentim

The recent decline below $4,600 suggests a leveraged flush rather than a permanent trend reversal, as structural drivers like central bank accumulation and geopolitical risk remain intact despite high interest rates This may be a "bear trap", where a short-term selloff unwinds crowded positions in gold, but if oil prices rise and inflation expectations stay high, it could signal the start of a regime change, with gold struggling in the longer term against rising yields and energy-driven inflation Oil is currently the dominant asset due to supply shocks and global tension, while gold is secondary, pressured by higher rates and inflation concerns, making energy the preferred play in the short term, with gold potentially catching up later Small positions in both gold and oil are advisable for

(1) Tiger Cooling Fan (2) Tygo Mini Fan

Decrease greater than 3%

$Keppel(BN4.SI)$  $Sembcorp Ind(U96.SI)$  $Wilmar Intl(F34.SI)$  $DFIRG USD(D01.SI)$  $SGX(S68.SI)$   As market conditions evolve, institutional investors are making clear bets on specific sectors that are poised to gain from current trend The "smart money" has shown a clear preference for specific sectors, with Keppel (BN4) and Sembcorp (U96) leading in offshore, energy, and infrastructure services, Wilmar (F34) and DFIRG (D01) dominating in consumer-facing businesses, and SGX (S68) excelling in financial market servic

B. Steady Climb: Gain 3%–10% (strong results aligned with price upcycle) The market seems to be anticipating good results, and while some upside may already be priced in, Micron Technology (MU) remains well-positioned in the AI memory supercycle, so a solid beat (without a blowout) could lead to moderate, yet steady gains