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.
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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 EV/Revenue vs Waymo’s 360x. Here’s why it’s my 4th stock pick for 2026.
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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.
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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 tech positions.
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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 39x earnings. My target entry: US$110-115.
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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 15-25% returns.
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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.
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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.
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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 URA, HDB, and real estate agencies, I contemplate aligning investments with financial independence goals in a dynamic landscape.
