To The Moon

$Solidion Technology Inc.(STI)$ : +0.85% to 4,989.41, a modest relief rally led by advertising (+20.14%) and semiconductor equipment (+19.17%) as easing Middle East tensions lifted regional sentiment, though gains were capped by selective positioning on property exposure.

Good, US stocks performing well

Goldman’s overall forecast for 1Q26 is: quarter-on-quarter recovery, but mild year-on-year pressure. Three numbers will determine the direction of share prices on earnings day: the actual decline in net interest income (NII), the resilience of wealth management fees and cost of credit (CoC) The main drag is structural net interest margin (NIM) compression. Both SORA (Singapore Overnight Rate Average) and HIBOR (Hong Kong Interbank Offered Rate) have moved lower, putting unavoidable pressure on the big three banks’ NII

For the past twenty years, U.S. retail investors were divided into two classes: Account > $25,000: You were free, with unlimited intraday trading. Account < $25,000: You were labeled as a “PDT” trader, allowed only 4 round trips within 5 days, and violations could result in account restrictions.

Top 10 bullish stocks: Tesla Motors, NVIDIA, Micron Technology, Rivian Automotive, Inc., Bank of America, Advanced Micro Devices, Microsoft, Palantir Technologies Inc., Broadcom, Meta Platforms, Inc.

1) “80% of gains happen in 20% of the time. If you miss the strongest phases, your returns shrink significantly. You cannot avoid every downturn.” This logic isn’t about reckless risk-taking — it reflects a harsh historical truth: Most people endure the full drawdown, cut losses at the bottom, and then miss the rebound. Avoiding crashes is good, but missing the rally can be even more costly — because gains are non-linear and concentrated.

Oiltek International, Koh Brothers Eco Engineering (KBE), Koh Brothers : Property player Koh Brothers rejected a new shareholder attempt to force the company to distribute its stake in Oiltek on the basis that it is not in the group’s best interest. Koh Brothers said on Monday that its board will not put the shareholders’ proposed resolution – to get its 54.8 per cent-owned unit KBE to distribute its Oiltek shares – to a vote at its upcoming annual general meeting. Oiltek shares closed 3.5 per cent up at S$2.08 on Monday, KBE shares ended 14.8 per cent up at S$0.132 and Koh Brothers shares ended Monday 5.7 per cent up at S$0.37.

The revenue is already in (+45% YoY in March). Now, it’s about the "AI moat." Bernstein has a $351 PT. Why? Because AI demand from Nvidia/Apple is so hungry it’s eating up the slack from weak smartphone sales.

JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.

Very good, earn quite well