TheCollector

Congrats to all Moderna shareholders.. it's like striking lottery. On the flip side, a continuously weakened USD is really not much help to my entire portfolio. Whether to stay invested in USD or to stay clear is a growing conundrum for me.

keeping an eye on Alibaba. it looks cheap relative to historical highs and peers, but whether it’s truly undervalued depends on China’s regulatory environment, competitive landscape, and AI monetization potential.

bank dividends remain the single biggest swing factor for the STI, seeing DBS’s payout strength, OCBC’s growth momentum, and UOB’s weaker profile shaping index performance.

Nvidia’s reduced OpenAI financing commitments and simultaneous $21B SpaceX stake highlight shifting AI‑capital priorities. Tech remains central as financing risks and strategic bets reshape focus.

Reddit’s entry into the S&P 500 is a milestone. While index inclusion ensures steady passive fund inflows, its meme‑stock roots suggest volatility may persist; when mainstream credibility meets retail‑driven chaos.

while AI-infrastructure stocks ripped higher, defying skeptics with CoreWeave, Super Micro, Nebius, and Lumentum all smashing earnings, treasury yields are warning this gains may be short term. tread with caution.

sg banks stocks are having a little pullback, but nothing major yet. little is going on with the war in the middle east, yet oil prices are moving around from baseless sentiments.

While price targets are being cut, the South Korean chipmakers rebounded after July’s rout, with Samsung and SK Hynix surging over 8% on Temasek investment reports, shareholder-return expectations, and foreign fund inflows boosting Kospi sentiment and valuations.

I'm cautious. Singapore’s economy is steady but not booming. The STI’s record highs are more about capital flows and sector leadership than a broad growth surge. This is a technically impressive breakout, but it’s narrow, valuation‑rich, and earnings‑dependent. The sustainability hinges on whether August’s bank results can broaden confidence beyond financials.

Earnings tonight are the real inflection: Tesla and Alphabet must validate AI capex with tangible revenue. Memory’s surge signals risk appetite, but sustainability hinges on fundamentals, not momentum-driven squeezes across semis.

I think we may well be very close to another Taco moment. It is Tuesday again. Will it happen today? Will it move oil prices?

Space X is not worthy of the current valuations, which would already be pricing in years of perfect growth. Dropping below IPO pricing now is simply fair imo. Disappointing this has been fast tracked into QQQ. The volatility since IPO is only helpful to traders.