sgtayjeremiahj Alibaba (NYSE: BABA | HKEx: 9988) vs Sea Limited (NYSE: SE) — Time to Move On?
I've been holding Alibaba at 16% of my portfolio for too long. This week I'm trimming BABA and rotating into SE. Here's exactly why.
WeRide: The Cheapest Pure-Play Bet on Autonomous Driving
WeRide (NASDAQ: WRD, HKEX: 0800) is the world's first publicly listed robotaxi company — already running commercial driverless rides in Abu Dhabi, Singapore, and across Europe. It trades at 24x…
UltraGreen.ai: This Boring Medical Monopoly Might Not Stay Boring
A profitable surgical dye monopoly trading at US$1.74. Analysts say US$2. I'm looking 3-5 years out when cameras and AI could triple the stock.
January 2026 Portfolio Performance: A Volatile Start to 2026
January 2026: +7.7%. February: gave it all back. My portfolio swung from gold crashes to AI panic. Full breakdown of winners, losers, and what I'm doing about my concentrated Asian…
XPeng vs Tesla: Why I’m Backing the Chinese EV Maker
XPeng vs Tesla: Same technology roadmap, opposite trajectories. XPeng growing 150% trades at 2x sales. Tesla declining 8.6% trades at 16x sales. Here's my full investment analysis.
ATI Inc – Waiting for a Better Price
Is ATI Inc worth buying at US$121? The defence story checks out: 68% revenue from aerospace, Trump's budget proposal, nuclear tailwinds. But after a 112% run, the stock trades at…
My 2026 Investment Strategy: Targeting 15-25% Returns
Markets are volatile, but volatility creates opportunity. Trump needs wins before midterms—I'm focused on three sectors that capture what he needs to deliver: Industrials, Consumer Discretionary, and Health Care. Targeting…
How I Made 150% on One Stock (and Why I Didn’t Make 1,000%): 5 Trades Analyzed
I made 463% across five stocks in two years through active trading. Here's what worked in 2024—and why my defensive 2025 positioning cost me.
I Expected an AI Crash in 2025 and Missed the Rally
In 2024, I beat the S&P 500 by concentrating in AI/tech. In 2025, I positioned for a crash that never came. Here's what happened when market timing went wrong.
Is Real Estate a Solid Investment Now?
Navigating semi-retirement at 45, I weigh real estate options in Singapore. Latest data reveals steady property market growth, prompting considerations between HDB affordability and private property potential. Exploring statistics from…