Fattycat

$SpaceX(SPCX.US)

🚀 SpaceX Jumps 8.62%- Is the Sell‑Off Finally Over?

SpaceX rose 8.62 % to US$134.15, bouncing back strongly after a sharp drop. What is driving the recovery?

The main trigger seems to be a broader rebound in tech and AI stocks rather than any major company news.

Here are key developments to watch:

🔹 Ambitious Growth Outlook:

Elon Musk shared a bold vision. He sees SpaceX hitting over US$500 billion in annual recurring revenue by December 2027.

The company is also rapidly expanding its AI solutions and infrastructure business.

🔹 Shifting Revenue Mix:

Commercial activity is growing while government‑related revenue is expected to decline. Deutsche Bank keeps a Buy rating and US$250 price target.

🔹 Risks Remain:

Political uncertainty, potential data‑centre restrictions and massive AI infrastructure spending could weigh on profits.

🔹 Technical View:

RSI climbed to 43.42 but sits below 50. The broader downtrend has not yet reversed. US$150 is the next key level to watch. A clear break above it would signal improving momentum.

SpaceX has an exciting story but big ambitions do not always mean good value at any price.

Is this the start of a fresh rally or just a relief bounce?

Any comment, let’s discuss👇

Disclaimer: For information only, not financial and investment advice. Please do your own due diligence.

$OCBC Bank(O39.SG)

🚀OCBC Q3: Solid Core Results Amid Market Volatility

OCBC reported a steady Q3 net profit of S$2.04 billion, up 3% from a year ago. This result slightly beat consensus estimates. OCBC was also the only local bank to meet market expectations this quarter.

Here is the key areas that performed:

🔹 Strong Lending Growth

Net Interest Income rose 4% year-on-year to S$2.31 billion. Growth came from higher customer loans and average assets.

🔹 Great Eastern Weighs on Income

Non-interest income fell 10% year-on-year to S$1.42 billion. The main reason was weaker investment results and mark-to-market losses in Great Eastern Holdings’ bond portfolio, driven by changing interest rates.

🔹 Healthy Asset Quality

Loan quality continued to improve. The Non-Performing Loan ratio dropped to 0.8%, down from 0.9% a year earlier.

📈 See the full visual breakdown of OCBC’s Q3 results in the infographic.

Disclaimer: For information only, not financial and investment advice. Do your own due diligence ☺️.

Source : OCBC website

$NVIDIA(NVDA.US)

⚡ Seizing Opportunity: Entering Nvidia

This morning I made a key move. I locked in gains on JD.com and deployed that capital into Nvidia.

On the 4-hour timeframe, price looks oversold and approaching strong support between US$170 and US$180. I am happy to start building a position while everyone is selling and when sentiment is bad.

Buying when others hesitate. That is how I invest. My average price: US$183.82.

I am not trying to catch the bottom. I just like the risk reward here 🙏😁

My target 10-15% closed trade 😁.

🚨 WALL STREET BLOODBATH! US$ TRILLIONS WIPED OUT – IS THIS THE START OF A BEAR MARKET?

Wall Street saw heavy selling on 5 November 2026. All three major indices dropped sharply.

🔴 Dow Jones: -3.44%

🔴 Nasdaq: -5.52%

🔴 S&P 500: -4.36%

The losses were massive. Around US$2.9 trillion was erased from S&P 500 companies and Nasdaq firms lost roughly US$2.5 trillion in market value.

What drove this sell-off? Three key worries are weighing on investors.

1️⃣ AI uncertainty.

New political and regulatory concerns are raising questions about data centres and future AI infrastructure spending.

2️⃣ Semiconductor pressure.

Downbeat earnings outlooks triggered broad selling across chip stocks including Nvidia, AMD and Micron.

3️⃣ Valuation doubts.

Investors are asking whether all that money poured into AI can deliver enough profit to justify today’s high prices.

The Nasdaq has now fallen more than 10% from its recent peak, placing it in correction territory. It is important to remember that a correction is not the same as a bear market. A bear market means a drop of 20% or more.

🔷 Is this just a sharp pullback or the start of a longer decline?

The coming weeks will tell. Keep an eye on corporate earnings, AI spending guidance, jobs data, inflation figures and overall market breadth.

Falling prices can create new opportunities, but not every dip is an instant buy. Stay patient. Stick to quality companies. Avoid making decisions based on fear alone.

📊 See the full picture in the infographic.

Disclaimer: For information only, not financial and investment advice. Do you own due diligence.

$XIAOMI-W(01810.HK)

💡 Conviction Doesn’t Follow a Straight Line

Today marks a nice milestone. My Xiaomi position has crossed into positive territory, up 2.4% from my entry price.😆. I know every investor loves that first move into the green.

More importantly, my belief in the business has not wavered. Great companies take time.

This breakeven is not the finish line. It is just confirmation that staying true to your research pays off. I am ready for what comes next 😁

Let’s go Xiaomi 🚀

$LINK REIT(00823.HK)

📈 Link REIT (0823.HK): Is this breakout built to last?

Link REIT has bounced back strongly to HKD 40.14, rising from around HKD 35.00 earlier this year.

Does the recent technical move have solid fundamentals behind it? Let’s have a quick look:

1️⃣ Momentum Is Strong, But Getting Warm

• Higher lows since July show buyers are stepping in at rising levels, a positive sign.

• RSI is nearing overbought territory. Daily RSI stands at 68.84 and the 4‑hour reading is 69.51. Both are close to 70, so a short pause or consolidation would be normal here.

2️⃣ What Is Driving the Recovery

• Smart asset sales:

Divestments such as Swing By @ Thomson Plaza for S$250 million reduce debt and free up cash.

• Reinvesting for better returns:

Putting capital into suburban retail, including the recent discussions around a roughly 50 % stake in Eastpoint Mall. This will help to improve future income.

• Large buybacks supported the price:

Over HKD 1 billion spent on share repurchases between July and September helped put a floor near HKD 35.

Based on technical and current fundamentals:

This rally is not just market sentiment. It is backed by clear asset management moves and capital discipline.

The technicals suggest a short rest may be due but the strategic changes point to further gains over the medium term.

📊 See the full details in the infographic!

Disclaimer: For information only, not financial and investment advice. Dk your own due diligence.

$CSE Global(544.SG)

💡 Why I am Still Holding CSE Global

When I bought CSE Global at S$0.92 last month, I said price is what you pay and value is what you get.

Today the price is trading at S$0.975 and the market is starting to agree. I am not selling.

Earnings are due 12 November and I am anticipating a strong report. My conviction has not wavered. I am in this to see the company deliver on its potential and I and happy to enjoy the ride with it.

$JD-SW(09618.HK)$JD.com(JD.US)

🚀 BIG RETAIL NEWS: FINALLY JD.com Gets Green Light for Ceconomy Deal

Chinese e-commerce leader JD.com has officially received approval from EU regulators under the Foreign Subsidies Regulation to acquire German electronics retail group Ceconomy.

This landmark deal is valued at approximately €2.2 billion or US$2.5 billion and it represents a major move for both global e-commerce and physical retail.

🛒 Immediate European reach:

JD.com gains direct access to more than 1,000 stores across 11 countries, including well-known brands MediaMarkt and Saturn.

⚡ Stronger together:

The partnership combines JD.com’s advanced automated supply chain and digital systems with Ceconomy’s extensive retail network.

⚖️ Clear regulatory terms:

The approval comes with 10-year commitments designed to ensure fair dealing and equal access to logistics services for other businesses.

Cheers and indeed a major milestone 😘.

For more information, please refer to the infographic ☺️.

Disclaimer: Not financial and investment advice. Please do your own Due diligence.

Source:

1) JD.com wins EU approval for acquisition of Ceconomy- Channelnewsasia 3 Nov 2026

2) JD.com wins EU approval for acquisition of Germany’s Ceconomy- Reuters 3 Nov 2026

$Anthropic(ANT.US)

🚀 ANTHROPIC IPO: THE NEXT AI GIANT - BUT ARE INVESTORS READY FOR THE RISKS?

The AI investment race is heating up! Anthropic is moving closer to its highly anticipated Nasdaq IPO under ticker ANT, potentially in mid November 2026.

Its latest REVISED prospectus, reported on 2 November, shows some striking figures.

📈 Explosive growth: Revenue hit US$33.24 billion in the first nine months of 2026. It is roughly 1,200% higher than a year earlier.

⚠️ The other side:

Cumulative net losses reached US$104 billion over the same period. This figure includes large non‑cash adjustments. A big loss on paper does not mean the company spent that amount in actual cash.

💰 Valuation debate: Market discussions point toward a valuation between US$1.5 trillion and US$2 trillion. These are expectations pricing and not yet confirmed.

🇯🇵 Japan allocation: Up to US$3.5 billion in shares may be offered to Japanese investors.

⚠️ Credit watch: Blackstone has said it believes Anthropic could receive a BB speculative‑grade rating rather than investment‑grade after listing.

If that ready happens, future borrowing could cost more. This is a key consideration given its huge infrastructure commitments.

The exact date and final valuation are still to be confirmed.

The BIG HUGE question: Can incredible revenue growth turn into lasting profits?

Groundbreaking AI business does not automatically mean a great IPO price!

Please refer to the infographic for further information.

Disclaimer: For information only, not financial and investment advice. Please do your own due diligence ☺️.