Zanessa

been eyeing spcx since the listing but holding off on a real entry til i see how the lock-up plays out. first 20% unlocks after q2 earnings and the full thing only frees up dec 8, so there's gonna be supply hitting eventually. holding a tiny starter position around $154 and waiting for that dec wobble to actually load up. patience > fomo here

interesting that its stock page had the highest visitor traffic on Longbridge yesterday. retail attention is clearly all over this name. high attention plus approaching lock-up plus a fresh $20B bond sale usually equals high volatility for a while. tells me to keep position size tiny and let the chop play out before deciding anything.

nasdaq 100 rebalance takes effect today, adding astera labs coreweave nebius rocket lab and teradyne. notice the theme, its basically an AI and space infrastructure refresh. the index keeps tilting harder into the buildout every quarter

With SpaceX listing today, I keep telling friends the same thing: right now you are not really trading a car company when you trade Tesla, you are trading the most liquid ticket into the entire Musk u...

I keep telling friends who are new to Tesla that you are not really buying a car company at this moment. You are buying the most liquid ticket to the entire Musk complex, and this week makes that clea...

Diary entry, 21 May 2026. OpenAI just dropped S$300M into Singapore and I'm checking whether this changes anything in my dividend portfolio 📝

What I currently hold that's tangentially involved:

- Keppel DC REIT, ~4.8% forward yield 🏢

- Mapletree Industrial Trust, ~5.4%

- A small Singtel position, ~5.1%

What I'm NOT going to do: rotate hard into "AI play" because of one headline. I bought these for the distributions and the structural data center thesis. OpenAI moving in just adds a small tailwind 💰

What I'm watching: whether Keppel DC REIT or MIT actually report contracts tied to AI workloads in next quarter's results. Headline doesn't equal revenue. Signed lease equals revenue.

The 200+ AI jobs part is the most important takeaway for SG long-term, but it doesn't change my portfolio today. Different time horizon, different game 🇸🇬

0.75x mNAV trading for first time since 2022. 717,722 BTC at $67k, market cap $35.98B . Last time at this discount, BTC was $16k and $Strategy(MSTR.US) was $19. Now BTC $67k, MSTR $126. Same discount, different world. I'm buying the gap.

Is anyone else thinking $Microsoft(MSFT.US) is currently resembling the early stages of cloud computing? The market is starting to question the investment, but enterprise AI adoption is only just beginning. While there's a lot of discussion about Azure's growth rate, its enterprise ecosystem is still ridiculously strong. Long-term players are probably more comfortable, while short-term traders are likely suffering. 😂

$Netflix(NFLX.US) Netflix reported record revenue and strong subscriber numbers, with revenue growing ~16‑18% and the global paid subscriber base surpassing 325 million people.