To The Moon

From my view, Microsoft’s $Microsoft(MSFT)$ drop looks like a valuation reset rather than a broken business. Azure is still growing at a very high level, but the market owned MSFT for acceleration, not deceleration. I’d be cautious but constructive — $400 feels like a reasonable first entry, though I’d scale in slowly rather than go all-in. Meta $Meta Platforms, Inc.(META)$ is the clearest winner for me. The +10% move is supported by real ad re-acceleration and visible AI-driven efficiency gains. I wouldn’t chase after a vertical rally, but on consolidation or pullbacks, this still looks like a stock you want to own. Apple $Apple(AAPL)$ delivered objectivel

From my perspective, this move feels less like a normal pullback and more like a liquidity-driven shakeout. When gold starts swinging $100 per minute and CME has to hike margins, that’s not fundamentals talking — that’s leverage being forcefully unwound. Once liquidity dries up, even the strongest narratives get punished first. The Kevin Warsh factor matters here. A hawkish Fed Chair candidate immediately reprices the entire rate and USD path, and gold is extremely sensitive to that shift. I don’t fully buy a 60% crash scenario, but I do agree with Cathie Wood on one thing: this rally went parabolic, and parabolic moves don’t correct gently. For now, I’m not rushing to catch the knife. The $5,000 level is critical — if it stabilizes with volume and volatility cools, that’s a different con

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My stock in focus today is $Apple(AAPL)$ , following a strong earnings report and solid forward guidance. Apple delivered an impressive fiscal Q1 and guided for 13–16% revenue growth in the March quarter, even after accounting for iPhone supply constraints. Management emphasized that demand remains strong, and sales could be higher if chip supply were more sufficient. More importantly, the supply bottleneck lies in advanced SoC manufacturing capacity for A-series and M-series chips, not memory. With heavy reliance on TSMC’s leading-edge nodes, Apple’s silicon strategy once again proves to be a long-term competitive advantage rather than a structural risk. Despite rising component costs, Apple expects gross margins to improve to 48–49%, highlight

$Kulicke & Soffa(KLIC)$ I'm initiating a position in KLIC at these levels because the company's product portfolio positions it well for what appears to be the next phase of semiconductor capital equipment demand.  Kulicke & Soffa is a leader in wire bonding systems, which remain a core technology for connecting semiconductor dies to packages. Even as advanced packaging evolves, wire bonders are still essential in a wide range of devices — especially power semiconductors, discrete components, RF front-ends, and many legacy technologies that continue to see growth in automotive, industrial, and consumer markets. Given the recent uptick in order activity and quoted lead times, it looks like demand for these foundational tools is fin

This earnings week confirmed my view that the market is no longer just pricing Revenue and EPS — it’s pricing AI efficiency and ROI timing. META stood out with the clearest payoff story: ads stayed strong, engagement held up, and despite heavy capex, the monetization path felt direct, which is why the stock was rewarded. MSFT showed that beating numbers isn’t enough anymore. Azure growth and EPS were solid, but higher-than-expected capex pushed investors to question how long AI returns will take. TSLA is different — near-term EV pressure remains, but the market is clearly valuing the long-term optionality in Robotaxi, Optimus, and Physical AI. My Mag 7 Bingo picks: ROI Payback Test + Beat But Sold Off + Capex / Spending Plan. For 2026, META tells the strongest AI ROI story so far, while M

This week’s SGX earnings felt like a real stress test for S-REIT investors. $OUEREIT(TS0U.SI)$ stood out as the dark horse—FY DPU up 8.3% with a strong 2H rebound shows the deleveraging strategy is working. An 18% cut in interest expenses and asset pruning is exactly what I want to see in this rate environment. On the other hand, the Mapletree duo $Mapletree Ind Tr(ME8U.SI)$ $Mapletree Log Tr(M44U.SI)$ tested my patience. DPU declines at MLT and MIT weren’t operational—occupancy is still solid—but driven by forex pressure and high rates. I’m not shaken on fund

My stock in focus today is Tesla $Tesla Motors(TSLA)$ , as the market is shifting from EV delivery metrics toward its AI-led future. Elon Musk emphasized that Tesla’s long-term value lies in autonomous driving, robotics, and AI, even suggesting a potential in-house chip fab—reinforcing Tesla’s positioning as a vertically integrated AI company, not just an automaker. Tesla disclosed 1.1 million FSD subscribers out of 8.9 million vehicles, a ~12% penetration rate. Musk said FSD is already running fully unsupervised in Austin, with Robotaxi services targeted for 1H 2026 across multiple U.S. cities. This pivot is backed by aggressive investment, with 2026 capex exp

I read Pelosi’s trade as risk management, not a tech bearish call. Trimming $Apple(AAPL)$ and $NVIDIA(NVDA)$ after a strong run while rolling exposure into LEAP calls is a smart way to lock in gains and stay positioned for long-term upside with less capital at risk. It’s about efficiency and optionality, not exiting tech. For retail investors, the lesson isn’t to copy congressional trades, but to understand the thinking behind them. Most retail traders can’t size or structure trades the same way, so blindly following disclosures rarely works. What does help is learning when to take profits and how to maintain exposure without overcommitting capital. $UnitedHealt

I see the new Monday/Wednesday options mainly as short-term tactical tools, not something to trade aggressively. The extra expiries allow tighter positioning around specific catalysts like macro headlines or post-earnings moves, without overpaying for time value. I’d mostly use them in defined-risk spreads rather than straight long options. From the eligible names, I’m most interested in $NVIDIA(NVDA)$ and $Meta Platforms, Inc.(META)$ . Both tend to show strong short-term momentum and active Gamma behavior, which fits Mon/Wed expiries well. NVDA often reacts quickly to AI-related news, while META works nicely for short-term volatility or quick Nasdaq hedges. Between the two, Wednesday expiries suit my