To The Moon

[你懂的]  LEU: The Nuclear Fuel Play Most Investors Are Still Overlooking When investors talk about the AI infrastructure boom, the usual names come to mind: Nvidia, Broadcom, Micron, data centers, cooling systems, and power equipment. But there is a much bigger question emerging: Where will all the electricity needed to power the AI boom actually come from? One potential answer is nuclear power. And if nuclear energy enters a new growth cycle, the opportunity may not be limited to nuclear reactor operators. There is another, much more upstream part of the supply chain that could become increasingly important: nuclear fuel. That is where Centrus Energy (NYSE: LEU) gets interesting. LEU is not simply a uranium mining company. More precisely, Centrus is a U.S.-based nuclear fuel and u

My top growth pick this week is Oracle (ORCL). The higher EPS expectation is encouraging, but the bigger story is its AI and cloud opportunity. Oracle’s expanding cloud infrastructure and growing AI-related demand could support both revenue and earnings growth. The key question is whether its results and forward guidance can beat already-high expectations. For dividends, I prefer BlackRock (BLK). It offers an attractive combination of dividend income, strong cash generation and exposure to long-term growth in global asset management. Still, I wouldn’t buy a stock solely for its ex-dividend date, because the share price can adjust after the dividend. Overall, ORCL is my growth choice, while BLK is my income-and-quality choice. I’ll focus more on earnings quality, guidance and valuation tha

The correct answer is C. AUD 10,000. A margin limit should not be confused with actual borrowing. If your account has an AUD 50,000 margin limit, that simply means you may have the capacity to borrow up to that amount, subject to your assets, margin requirements and the securities you trade. If you actually borrow only AUD 10,000, the margin interest is calculated on that AUD 10,000 outstanding balance, not the unused AUD 40,000. Simply having a large margin limit does not automatically create an interest charge. The bigger point is that buying power is not the same as cash. A higher limit can increase your trading capacity, but leverage also magnifies losses and may trigger a margin call when prices fall. So the smart approach is not to ask, “How much can I borrow?” but rather, “How much

I’d rather buy a stock before it enters an index than chase it after inclusion. Index additions create mechanical demand from passive funds, which can lift prices even when fundamentals haven’t changed. But that buying pressure is temporary. Once the rebalance is completed, the market returns to the harder question: can the company actually deliver stronger earnings and cash flow? $BE$ gaining 7.35% is a perfect example. The index inclusion is a legitimate catalyst, but I wouldn’t treat it as a reason to chase the stock. If the price already reflects the expected passive buying, late buyers may simply provide liquidity to earlier holders. My approach: buy the business, not the index announcement. Index inclusion is a catalyst—not an investment thesis.

Singapore’s latest insider activity offers an interesting read-through for investors. Across five sessions, directors and substantial shareholders reported 30 acquisitions, while 24 companies conducted S$55 million in buybacks. The standout is Stamford Land and Singapore Shipping, where Executive Chairman Ow Chio Kiat continued buying despite already holding more than 40% in both companies. That kind of insider conviction is worth monitoring, although it is not a guarantee of near-term gains. Meanwhile, Keppel DC REIT is pursuing a bigger structural story: its S$625 million placement helps fund two hyperscale Tokyo data centres, expanding its exposure to Japan’s growing data-centre market. The takeaway? Singapore’s insider activity is showing selective confidence rather than broad-based b

Last week’s market was a tug-of-war between a stronger economy and higher rates. U.S. payrolls surged 162,000 in August, pushing the 2-year yield to 4.39% and the 30-year near 5.24%. Yet semiconductors remained strong, with SK hynix gaining nearly 10% and NVDA almost 6%. That divergence matters: investors aren’t abandoning risk—they’re becoming more selective. AI infrastructure, memory and cash-generating financials are attracting capital, while expensive mega-cap growth names face greater valuation pressure. This week, Apple’s launch event, August CPI and Oracle’s earnings could set the tone. A hot CPI may strengthen higher-for-longer fears; a softer print could revive growth stocks. My focus: NVDA, SK hynix, AAPL and ORCL. @TigerObserv

No1. $苹果(AAPL)$ No2. $星展集团控股(D05.SI)$ No3. $特斯拉(TSLA)$ No4. $英伟达(NVDA)$ Thank u [贱笑] @TigerEvents

Chart #12 probably hits hardest: losses are mathematically brutal. A 50% drawdown requires a 100% gain just to get back to where you started. That’s why avoiding permanent capital destruction matters more than chasing every hot trade. But Chart #14 is the bigger lesson for me: time is an investor’s greatest advantage. Compounding rewards those who start early, keep adding, and resist the temptation to constantly interfere. The market will always offer reasons to panic at the bottom and feel invincible near the top. The real edge is staying rational when everyone else is emotional. I’d rather own a few businesses with durable moats, strong ROIC and long reinvestment runways than constantly rotate into whatever is trending. Investing isn’t about being right every quarter. It’s about survivi

I’d pick C. Both. The bigger opportunity isn’t MBS taking market share from RWS, but Singapore growing the entire tourism pie. MBS’s US$8 billion expansion is a major bet on luxury tourism, concerts and MICE. Its 15,000-seat arena could attract more global acts and overseas visitors, boosting spending across hotels, restaurants, retail and entertainment. Meanwhile, Genting Singapore’s RWS 2.0 provides its own growth catalyst through expanded attractions and hospitality. If both projects succeed, Singapore could create a powerful cycle: better attractions bring more tourists, while bigger events drive higher-value spending. By 2031, the real winner may be Singapore itself. For investors, however, I’d focus on ROIC, visitor growth, gaming revenue and valuation. A bigger tourism market is bu

If I had to pick just one, I’d go with $SNOW. BE has the cleaner technical breakout, while HOOD, COIN and MSTR could deliver bigger gains if Bitcoin keeps climbing. But SNOW is the setup I find most convincing because the fundamentals are catching up with the price. Product revenue grew 37% YoY to $1.49B, and management raised FY2027 guidance to $6.07B. More importantly, AI is driving increasing customer consumption, suggesting this isn’t simply another AI-fueled valuation story. Still, a 16%+ one-day rally means expectations are now elevated. I wouldn’t chase the spike. I’d rather wait for consolidation or a pullback and see whether the earnings gap becomes a new support zone. My choice: SNOW. Not the fastest horse, but arguably the one with the strongest evidence behind its breakout.