To The Moon

1. $Apple(AAPL)$ 2. $DBS(D05.SI)$ $Visa(V)$ 3. $Tesla Motors(TSLA)$ 4. $NVIDIA(NVDA)$ Come and join yo @koolgal @icycrystal

$ServiceNow(NOW)$ Since June 2026, I've been steadily building my position in ServiceNow ($NOW), especially during the significant pullback that created a much more attractive entry point. Instead of trying to catch the exact bottom, I chose to use a DCA strategy — adding progressively as the stock weakness gave me opportunities. This approach has helped me manage volatility while keeping my focus on the long-term business rather than short-term price movements. Today, I'm almost 80% done with my planned position, and I'm already sitting on roughly 25% paper gain. Honestly, I'm quite happy with how this trade has developed so far. What gives me confidence is that the pullback did not fundamentally change my long-term thesis. ServiceNow continu

I’d go with C. Both. I think Singapore’s tourism pie can continue to grow, and having both Marina Bay Sands and Resorts World Sentosa expanding at the same time could make Singapore an even stronger destination for luxury tourism, concerts and MICE events. For $Las Vegas Sands(LVS)$ , the US$8 billion MBS expansion gives it another long-term growth engine, especially with the new luxury suites, premium meeting space and 15,000-seat arena. I like the ecosystem effect here — more visitors can translate into spending across hotels, dining, entertainment and retail, not just gaming. At the same time, I wouldn’t underestimate $</

I agree with Franklin’s Macro → Industry → Technicals → Risk framework. For me, the long-term AI and semiconductor thesis remains intact, but September could still be volatile because rates and the 30-year Treasury yield can quickly change the valuation of high-growth tech. I’m still bullish on semiconductors, especially the broader AI supply chain beyond GPUs. Memory, HBM, networking and power infrastructure are becoming increasingly important, which is why I’m comfortable using pullbacks to accumulate quality semiconductor exposure rather than chasing rallies. For leveraged ETFs like $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ and TQQQ, I agree that they should be treated as tactical tools, not permanent holdings. I’m willing to use SO

I’m leaning toward B. Moderate cooling allows technology stocks to continue rebounding. 📈 I think the ideal scenario is a softer labor market without a sharp rise in unemployment or renewed wage pressure. That would give the Fed more room to stay patient in September without creating immediate recession fears. For me, the key isn’t simply whether payrolls beat or miss the 56,000 estimate. I’ll be watching unemployment, wage growth and revisions, as well as the reaction in Treasury yields. If yields continue falling while the rate-hike probability declines, I think tech and growth stocks could benefit. That said, I won’t treat tonight’s report as the final answer. CPI next week is probably even more important because persistent inflation could quickly bring rate-hike expectations back. So

I’m staying cautiously bullish rather than turning bearish. After such a strong rally, I agree the near-term risk/reward is less attractive, especially with the 10-year yield near 4.8% and the Fed back in focus. September could bring more volatility, so I’m prepared for a pullback rather than chasing strength. I don’t think the AI story is broken yet. I’m watching whether AI leaders can turn massive capex into sustainable revenue and earnings growth. If the fundamentals remain strong, I would view weakness as an opportunity to accumulate rather than exit. My approach is to manage position size, keep some cash ready, and add selectively during meaningful pullbacks. I’m not trying to predict the exact top — I’d rather use September volatility to build my high-conviction semiconductor and AI

For me, the biggest takeaway is that rising oil prices and Treasury yields are becoming a major headwind for high-growth tech. Higher discount rates make future AI cash flows worth less today, explaining why Microsoft and $NVIDIA(NVDA)$ can sell off despite strong long-term fundamentals. I’m still bullish on AI infrastructure, but I’m becoming more selective about how that growth is financed. $Dell Technologies Inc.(DELL)$ results showed genuine demand, while $Broadcom(AVGO)$ ’s reported debt-funded compute strategy raises questions about how much of the AI boom is backed by sustainable end demand versus financial leverage. I’ll be watching Broadcom’s earning

What stands out to me is how technology is reshaping multiple industries at once. $Dell Technologies Inc.(DELL)$ shows that AI infrastructure demand remains extremely strong, while $Palo Alto Networks(PANW)$ highlights the growing importance of cybersecurity as AI expands the attack surface. I’m also watching $Moderna, Inc.(MRNA)$ closely. Its Phase 3 cancer-vaccine success could be a major milestone for personalized medicine, although regulatory, manufacturing and commercialization risks remain. Overall, I’m focusing less on short-term price movements and more on whether thes

Introduction Tonight, after the U.S. market closes on 2 September 2026, $Broadcom(AVGO)$  will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While$NVIDIA(NVDA)$  remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The semiconductor sector is going through another massive pullback, and while the volatility is uncomfortable, I see it as an opportunity to accumulate more SOXL rather than panic. My long-term view on semiconductors remains bullish, driven by AI infrastructure, data-center expansion, high-performance computing and growing demand for advanced chips. Short-term sentiment can change quickly, but I believe the structural demand for semiconductors will continue to expand over the coming years. Because SOXL is a 3x leveraged ETF, I'm not treating it as a simple buy-and-hold position. My strategy is to collect gradually during major pullbacks instead of putting all my capital in at once. The deep