To The Moon

Both $D-Wave Quantum Inc.(QBTS)$ and $Rigetti Computing(RGTI)$ have handed in their latest quarterly earnings reports. Here is how they stacked up against each other. Q3 Earnings Comparisons. (1) QBTS. D-Wave Quantum (QBTS) Revenue: came in at $3.7 million vs analysts’ consensus of $2.4 million vs Q3 2024’s $1.9 million; that’s a +94.74% YoY gain. Slower revenue growth compared to RGTI. Loss per share (adjusted): was -$0.05 vs market consensus of -$0.70 vs Q3 2024’s -$0.12; that’s a +58.3% YoY improvement. Consolidated cash balance: was $836 million vs Q3 2024’s $29.3 million; that’s a +2700% YoY gain. Digging deeper revealed that public warrants redemption by 19 Nov 2025 accounted for the ‘sudden’ pop. Q

As the world anticipates Mr Warren Buffett’s possibly last letter to shareholders to drop on Mon, 10 Nov 2025, it is timely to take a look at why his letters is one of the “must-read” for any investors - institution or retail. Why ? Because he shares his knowledge, philosophy, and warm wit, through his annual letters to shareholders of $Berkshire Hathaway(BRK.B)$ — his multi-industry holding company. These aren’t just letters, they are masterclasses in investing & business, punctuated with Buffett’s humour & humanity. They encapsulate wisdom & strategies that transcend the boundaries of Berkshire and provide insights that can shape one’s investing journey. Reading & understanding these letters is about: Distilling the wisdom of on

$Wolfspeed Inc.(WOLF)$ Accumulating and holding to double up 

My Investing Muse (21Jul25) Layoffs & Closure news Scale AI just fired the humans behind AI… because even they overestimated the hype. 200 employees gone. 500 global contractors cut. All after Meta poured in $14.3B last month. They all bet big on GenAI... and cut the team building it. That's one for the books. Are AI companies waking up to the cost of building on hype? - X user Amanda Goodall Indeed and Glassdoor, which are both owned by Japan’s Recruit Holdings Co., are cutting approximately 1,300 jobs as artificial intelligence takes a larger presence at the companies, per FORTUNE Daimler Truck is laying off 573 workers in North Carolina - blaming a “sustained reduction in orders” for medium-duty, on-highway, and electric trucks. Assemblers. Supervisors. Logistics staff. All temporar

Earnings Calendar (21Jul25) I am interested in a few of the earnings like SAP, Tesla, Coca-Cola, GM, IBM, Dow Chemical and Intel. Recent performance of Dow Inc Let us look at Dow Inc, one of the leading chemical players. The stock price fell 43.5% from a year ago. Technical Analysis is showing a “Strong Sell” rating. The Analysts’ sentiment remains ‘Neutral”. With a price target of $34.18, there is an implication of a 20.82% upside for its price. Should we take a risk with Dow? Recent performance of Dow Dow has yet to reach the previous revenue peak of $56.9B in 2022 or the best operating profit of $7.887B in 2021 (14.3% operating margin %). Earnings per share (EPS) fell from the peak of $8.38 (2021) to the recent $1.57 (2024). The P/E ratio of 68.4 renders a “high” valuation of the busine

Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Economic Calendar (21Jul25) Economic Outlook (from Grok) Monetary Policy: Powell’s speech on Tuesday will be pivotal. His tone could range from neutral to hawkish if inflation concerns persist, impacting market sentiment. Housing Market: Existing Home Sales (4.0M forecast) and New Home Sales (650K forecast) suggest a mixed housing outlook. Stability in existing sales contrasts with a slight decline in new sales, indicating potential softening demand. Labor Market: Initial Jobless Claims at 221K previously suggested a robust labor market. Any increase could raise concerns about economic slowdown, while stability might support confidence. Manufacturing and Services: Both S&P Global PMIs (Manufacturing

USA News has recently released a list of the 10 best growth stocks on 9 July 2025. How many of them are in your portfolio? Let us research before buying. $Palantir Technologies Inc.(PLTR)$ $Broadcom(AVGO)$ $NVIDIA(NVDA)$ $ServiceNow(NOW)$

Earnings Calendar (14Jul25) Q2/2025 earnings start strong this week. There are notable banking earnings that include JP Morgan, Citi, Wells Fargo, BlackRock, State Street, Morgan Stanley, Bank of America, American Express and Goldman Sachs. The other earnings of interest are United, TSMC, Netflix, Pepsico, Abbott and Johnson & Johnson. Let us look into the recent performance of TSMC For TSMC, the analysts’ sentiment is recommending a “Strong Buy”. With a price target of $232.43, this suggests an upside of 0.88%. For technical analysis, the recommendation is also a “Strong Buy”. The stock price has gained 24.4% from a year ago. Observations: The revenue of the business grew from $25.7 billion in 2015 to $88.8 billion in 2024. The gross profit of the business grew from $12.5 billion

Forbes has released a list of the biggest companies by market cap on 12 June 2025. Which of these are in your portfolio? Which of these should we add to our portfolio? $JPMorgan Chase(JPM)$ $Berkshire Hathaway(BRK.B)$ $ICBC(01398)$ $BANK OF CHINA(03988)$ $Alphabet(GOOG)$ Let us research before investing.

Earnings Calendar (07Jul25) I am interested in a few of the coming earnings like Levi’s, Delta and Vista. Let us look at Delta. Technical Analysis has recommended a “Strong Buy” rating. The stock price has risen 11.8% from a year ago. The analysis below is completed with inputs from Grok. Revenue Growth Trend: Delta's revenue has shown a strong upward trend, increasing from $40.704 billion in 2015 to $61.643 billion in 2024. The 10-year compound annual growth rate (CAGR) for revenue is approximately 4.4%, reflecting steady expansion despite economic cycles. Competitive Advantage: Delta’s consistent revenue growth highlights its strong position in the U.S. airline industry, supported by its extensive domestic and international network, premium offerings, and loyalty programs like SkyMiles.

If you're in your 20s or 30s and just starting to build your investment portfolio, you’ve probably heard about stocks, ETFs, and maybe even crypto. But there’s one underrated asset class that deserves a serious look—Singapore REITs (S-REITs). Kenny Loh, a Certified REIT Specialist and Wealth Advisory Director at Financial Alliance, breaks down why REITs aren’t just for retirees—they’re a smart move for young investors too. 🔑 6 Reasons REITs Belong in Your Portfolio 💧 Liquidity Unlike physical property, REITs are traded on the SGX—buy and sell anytime, no lock-in. 📈 High Dividend Yields Many REITs offer 5–9% annual yields. That’s passive income you can reinvest to compound faster. 🧾 Tax Efficiency REIT distributi

Defence sector and any of the companies in the supply chain are the targeted stocks I'm researching and reviewing price action for. With recent NATO summit with countries agreeing to raise GDP to around 5% on defence, will in turn see trillions move into the defence contractors for construction and manufacturing of military equipment. Stocks that have recently macro bottomed will provide some outstanding risk to rewarding exposure to companies in this sector. A broad set of stocks using this framework will allow for little equity for large volume of shares with major upside some in depth research will pay big dividends in the long term certain stocks such as Australian DroneShield - DRO is one that is just starting its macro market cycle run and will be a big winner in the expansion of GDP

The US Dollar has devalued by 10% in 2025 (YTD). Image from barchart - USD fell 10% in value in 2025 YTD It can take months or years before the market enters a correction. It can also happen in a moment. A market top cannot conceal some of the market weaknesses in debt and demand. Consider building a portfolio that benefits from a bull, bear or baboon run. Inputs from Grok: Market corrections are unpredictable, as evidence suggests they can strike suddenly or develop slowly due to factors like tariffs or recessions, with 2025 forecasts ranging from 10-16% drops. Hidden weaknesses, such as high debt or weak demand, often lurk at market peaks, as seen in past crises like 2008. Diversifying portfolios across asset classes and regions is a solid strategy to navigate bull, bear, or volatile mar

Longevity vs intensity? Actually, in my current playbook, there's little difference between. Let me explain a little. I have been in the market long enough to see ups and downs. Post COVID is feeling more and more like the market in 1999 - 2000. Markets do not seem to know fear... it appears like I am the only oldies out there...  Obviously, I am not like Warren Buffett, so I  an't simply sit out the market. However, at the same time, I can't pretend like nothing happened like this crowd. What do I do? I adjust my playbook for this market. I must confess that this "adjustment " is only possible with the entry of brokers like 🐯. I have heard about options but never had the courage to try. With 🐯 educational materials and past research, I slowly stepped into this world to create a

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To make money retired

N7SG0LFind out more here:Join me on Tiger Trade! Sign up with my invite and we both get USD 90*! You'll also unlock up to SGD 1,000 in welcome perks.

"If I had to pick just one financial metric to choose stocks, I'd pick ROE." — Warren BuffettIn an increasingly uncertain market, how can investors find companies that can truly withstand cycles and generate sustainable returns?Today, let me walk you through how to use ROE as a metric to identify high-quality, high-return companies in the Hong Kong stock market, and how to understand them through Warren Buffett's lens.1. What Is ROE and Why Is It So Important in Buffett's Investment Philosophy?ROE (Return on Equity) = Net Profit / Shareholders' Equity. It measures how much profit a company generates using each dollar of shareholders' equity.Buffett has used this single metric to identify many of his most successful investments—the most famous example being Coca-Cola.In 1987, during the "Bl

$S&P 500(.SPX)$ A Deep Dive into Building a Strategy That Aligns With Your Goals, Psychology, and Market Philosophy In the world of investing, everyone starts off looking for “the best strategy.” We read the classics: The Intelligent Investor, Common Stocks and Uncommon Profits, One Up on Wall Street. We consume Buffett’s annual letters, study Ray Dalio’s frameworks, and tinker with spreadsheets, backtests, and screeners. We chase momentum, then pivot to value. We buy the dip, only to sell in panic. We follow Reddit, CNBC, and Substack. And eventually, through trial, error, and reflection, we arrive at a simple but powerful realization: You need a strategy that fits you — not someone else. Your investment playbook must align with your tempera

hmmm. nice

Both $D-Wave Quantum Inc.(QBTS)$ and $Rigetti Computing(RGTI)$ have handed in their latest quarterly earnings reports. Here is how they stacked up against each other. Q3 Earnings Comparisons. (1) QBTS. D-Wave Quantum (QBTS) Revenue: came in at $3.7 million vs analysts’ consensus of $2.4 million vs Q3 2024’s $1.9 million; that’s a +94.74% YoY gain. Slower revenue growth compared to RGTI. Loss per share (adjusted): was -$0.05 vs market consensus of -$0.70 vs Q3 2024’s -$0.12; that’s a +58.3% YoY improvement. Consolidated cash balance: was $836 million vs Q3 2024’s $29.3 million; that’s a +2700% YoY gain. Digging deeper revealed that public warrants redemption by 19 Nov 2025 accounted for the ‘sudden’ pop. Q

As the world anticipates Mr Warren Buffett’s possibly last letter to shareholders to drop on Mon, 10 Nov 2025, it is timely to take a look at why his letters is one of the “must-read” for any investors - institution or retail. Why ? Because he shares his knowledge, philosophy, and warm wit, through his annual letters to shareholders of $Berkshire Hathaway(BRK.B)$ — his multi-industry holding company. These aren’t just letters, they are masterclasses in investing & business, punctuated with Buffett’s humour & humanity. They encapsulate wisdom & strategies that transcend the boundaries of Berkshire and provide insights that can shape one’s investing journey. Reading & understanding these letters is about: Distilling the wisdom of on

Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Economic Calendar (21Jul25) Economic Outlook (from Grok) Monetary Policy: Powell’s speech on Tuesday will be pivotal. His tone could range from neutral to hawkish if inflation concerns persist, impacting market sentiment. Housing Market: Existing Home Sales (4.0M forecast) and New Home Sales (650K forecast) suggest a mixed housing outlook. Stability in existing sales contrasts with a slight decline in new sales, indicating potential softening demand. Labor Market: Initial Jobless Claims at 221K previously suggested a robust labor market. Any increase could raise concerns about economic slowdown, while stability might support confidence. Manufacturing and Services: Both S&P Global PMIs (Manufacturing

$Wolfspeed Inc.(WOLF)$ Accumulating and holding to double up 

My Investing Muse (21Jul25) Layoffs & Closure news Scale AI just fired the humans behind AI… because even they overestimated the hype. 200 employees gone. 500 global contractors cut. All after Meta poured in $14.3B last month. They all bet big on GenAI... and cut the team building it. That's one for the books. Are AI companies waking up to the cost of building on hype? - X user Amanda Goodall Indeed and Glassdoor, which are both owned by Japan’s Recruit Holdings Co., are cutting approximately 1,300 jobs as artificial intelligence takes a larger presence at the companies, per FORTUNE Daimler Truck is laying off 573 workers in North Carolina - blaming a “sustained reduction in orders” for medium-duty, on-highway, and electric trucks. Assemblers. Supervisors. Logistics staff. All temporar

A fellow investor recently remarked, “Investing isn’t about who makes the most money, it’s about who lasts the longest.” This framing contrasts two paths: intensity—chasing big, fast wins—and longevity—steadily compounding wealth over time. This echoes Warren Buffett’s famed wisdom: “Investing is a marathon, not a sprint.” But behind every investor’s story lies the question: what playbook are you writing—and is it unfolding as planned? 🧩 Two Paths: Intensity vs. Longevity The intensity route involves active trading, short-term gains, and sometimes high leverage. Longevity, on the other hand, focuses on patience, discipline, compounding, and enduring market cycles. Intensity-Focused Traits Frequent trading: Rapid entry and exit, seeking quick returns High risk/reward: Potential for outsized

Earnings Calendar (21Jul25) I am interested in a few of the earnings like SAP, Tesla, Coca-Cola, GM, IBM, Dow Chemical and Intel. Recent performance of Dow Inc Let us look at Dow Inc, one of the leading chemical players. The stock price fell 43.5% from a year ago. Technical Analysis is showing a “Strong Sell” rating. The Analysts’ sentiment remains ‘Neutral”. With a price target of $34.18, there is an implication of a 20.82% upside for its price. Should we take a risk with Dow? Recent performance of Dow Dow has yet to reach the previous revenue peak of $56.9B in 2022 or the best operating profit of $7.887B in 2021 (14.3% operating margin %). Earnings per share (EPS) fell from the peak of $8.38 (2021) to the recent $1.57 (2024). The P/E ratio of 68.4 renders a “high” valuation of the busine

$S&P 500(.SPX)$ A Deep Dive into Building a Strategy That Aligns With Your Goals, Psychology, and Market Philosophy In the world of investing, everyone starts off looking for “the best strategy.” We read the classics: The Intelligent Investor, Common Stocks and Uncommon Profits, One Up on Wall Street. We consume Buffett’s annual letters, study Ray Dalio’s frameworks, and tinker with spreadsheets, backtests, and screeners. We chase momentum, then pivot to value. We buy the dip, only to sell in panic. We follow Reddit, CNBC, and Substack. And eventually, through trial, error, and reflection, we arrive at a simple but powerful realization: You need a strategy that fits you — not someone else. Your investment playbook must align with your tempera

"If I had to pick just one financial metric to choose stocks, I'd pick ROE." — Warren BuffettIn an increasingly uncertain market, how can investors find companies that can truly withstand cycles and generate sustainable returns?Today, let me walk you through how to use ROE as a metric to identify high-quality, high-return companies in the Hong Kong stock market, and how to understand them through Warren Buffett's lens.1. What Is ROE and Why Is It So Important in Buffett's Investment Philosophy?ROE (Return on Equity) = Net Profit / Shareholders' Equity. It measures how much profit a company generates using each dollar of shareholders' equity.Buffett has used this single metric to identify many of his most successful investments—the most famous example being Coca-Cola.In 1987, during the "Bl

Earnings Calendar (07Jul25) I am interested in a few of the coming earnings like Levi’s, Delta and Vista. Let us look at Delta. Technical Analysis has recommended a “Strong Buy” rating. The stock price has risen 11.8% from a year ago. The analysis below is completed with inputs from Grok. Revenue Growth Trend: Delta's revenue has shown a strong upward trend, increasing from $40.704 billion in 2015 to $61.643 billion in 2024. The 10-year compound annual growth rate (CAGR) for revenue is approximately 4.4%, reflecting steady expansion despite economic cycles. Competitive Advantage: Delta’s consistent revenue growth highlights its strong position in the U.S. airline industry, supported by its extensive domestic and international network, premium offerings, and loyalty programs like SkyMiles.

Longevity vs intensity? Actually, in my current playbook, there's little difference between. Let me explain a little. I have been in the market long enough to see ups and downs. Post COVID is feeling more and more like the market in 1999 - 2000. Markets do not seem to know fear... it appears like I am the only oldies out there...  Obviously, I am not like Warren Buffett, so I  an't simply sit out the market. However, at the same time, I can't pretend like nothing happened like this crowd. What do I do? I adjust my playbook for this market. I must confess that this "adjustment " is only possible with the entry of brokers like 🐯. I have heard about options but never had the courage to try. With 🐯 educational materials and past research, I slowly stepped into this world to create a

Earnings Calendar (14Jul25) Q2/2025 earnings start strong this week. There are notable banking earnings that include JP Morgan, Citi, Wells Fargo, BlackRock, State Street, Morgan Stanley, Bank of America, American Express and Goldman Sachs. The other earnings of interest are United, TSMC, Netflix, Pepsico, Abbott and Johnson & Johnson. Let us look into the recent performance of TSMC For TSMC, the analysts’ sentiment is recommending a “Strong Buy”. With a price target of $232.43, this suggests an upside of 0.88%. For technical analysis, the recommendation is also a “Strong Buy”. The stock price has gained 24.4% from a year ago. Observations: The revenue of the business grew from $25.7 billion in 2015 to $88.8 billion in 2024. The gross profit of the business grew from $12.5 billion

$Tiger Brokers(TIGR)$   📘 What's Your Investment Playbook? From Slow Burners to Flash Fires, Let’s Talk Strategy 🔥📈 An investor recently said: “It's not about who makes the most — it's about who stays in the game the longest.” This echoes Warren Buffett's timeless truth: “Investing is a marathon, not a sprint.” But in 2025 — an era of AI-driven market shifts, meme stock flash rallies, and zero-day option strategies — what does this really mean? 🤔 💼 1. The Endurance Investor: Compounders, Dividends, and Moats Are you the type who stacks shares in Apple, Microsoft, or Berkshire and forgets the password to your brokerage account? 📊 This approach values steady compounding over flashy wins. Your focus: capital preservation, margin of safety, and l

The US Dollar has devalued by 10% in 2025 (YTD). Image from barchart - USD fell 10% in value in 2025 YTD It can take months or years before the market enters a correction. It can also happen in a moment. A market top cannot conceal some of the market weaknesses in debt and demand. Consider building a portfolio that benefits from a bull, bear or baboon run. Inputs from Grok: Market corrections are unpredictable, as evidence suggests they can strike suddenly or develop slowly due to factors like tariffs or recessions, with 2025 forecasts ranging from 10-16% drops. Hidden weaknesses, such as high debt or weak demand, often lurk at market peaks, as seen in past crises like 2008. Diversifying portfolios across asset classes and regions is a solid strategy to navigate bull, bear, or volatile mar

If you're in your 20s or 30s and just starting to build your investment portfolio, you’ve probably heard about stocks, ETFs, and maybe even crypto. But there’s one underrated asset class that deserves a serious look—Singapore REITs (S-REITs). Kenny Loh, a Certified REIT Specialist and Wealth Advisory Director at Financial Alliance, breaks down why REITs aren’t just for retirees—they’re a smart move for young investors too. 🔑 6 Reasons REITs Belong in Your Portfolio 💧 Liquidity Unlike physical property, REITs are traded on the SGX—buy and sell anytime, no lock-in. 📈 High Dividend Yields Many REITs offer 5–9% annual yields. That’s passive income you can reinvest to compound faster. 🧾 Tax Efficiency REIT distributi

Recently, an investor said, “Investing isn’t about who makes the most money, it’s about who lasts the longest.” It reminds me of how people approach life differently. Some want to live long, while others want to live fully.Do you value longevity, or do you value intensity?It’s like asking whether you’d rather make fast, big money or earn slowly and steadily over time. Warren Buffett once said that investing is a marathon, not a sprint. But does everyone agree with that?Make fast money or make steady money?Deep down, I believe human nature leans toward wanting to make fast money and lots of it. Sure, it comes with risks. If you earn money beyond your level of understanding, you might lose it just as quickly.But why worry about something that hasn’t happened yet? Isn’t it more exciting to ju

I align with the philosophy that investing is about lasting the longest, not just making the most money quickly—echoing Warren Buffett's marathon, not sprint, mindset. My strategy focuses on longevity and steady growth over time. Here's my approach: Target Top Companies with Strong Financials:  I seek out the best companies globally, prioritizing those with robust balance sheets, consistent earnings, and competitive advantages. Long-Term Horizon with Disruption-Resistant Picks:  With a 20-year outlook, I invest in companies likely to survive and thrive, such as $Palantir Technologies Inc.(PLTR)$  , $Tesla Motors(TSLA)$  , and $NVIDIA(NVD

USA News has recently released a list of the 10 best growth stocks on 9 July 2025. How many of them are in your portfolio? Let us research before buying. $Palantir Technologies Inc.(PLTR)$ $Broadcom(AVGO)$ $NVIDIA(NVDA)$ $ServiceNow(NOW)$

Defence sector and any of the companies in the supply chain are the targeted stocks I'm researching and reviewing price action for. With recent NATO summit with countries agreeing to raise GDP to around 5% on defence, will in turn see trillions move into the defence contractors for construction and manufacturing of military equipment. Stocks that have recently macro bottomed will provide some outstanding risk to rewarding exposure to companies in this sector. A broad set of stocks using this framework will allow for little equity for large volume of shares with major upside some in depth research will pay big dividends in the long term certain stocks such as Australian DroneShield - DRO is one that is just starting its macro market cycle run and will be a big winner in the expansion of GDP

Forbes has released a list of the biggest companies by market cap on 12 June 2025. Which of these are in your portfolio? Which of these should we add to our portfolio? $JPMorgan Chase(JPM)$ $Berkshire Hathaway(BRK.B)$ $ICBC(01398)$ $BANK OF CHINA(03988)$ $Alphabet(GOOG)$ Let us research before investing.