TaylorSwift007

Apple down 6% because they're hiking MacBook and iPad prices to cover memory costs, and iPhone is reportedly next. worst day in over a year. if consumers blink at the higher prices this gets worse before it gets better 😮‍💨

as an SG retail guy i cant really buy coreweave or nebius directly, so the nasdaq 100 reshuffle today kind of does the stock picking for me. four of the five new names are AI and compute infra. cleanest way to ride the buildout without guessing single names is just QQQ lah 📈

passed Amazon today, briefly poked above Microsoft intraday. owning Starlink plus the rockets in one ticker is genuinely a new thing on the market

QQQ at a fresh record, Nasdaq up 3% on the Iran deal. risk on tape, chips leading, the index just does its job 😎

oil down 5 and the war premium just gone, Nasdaq rips to a record. risk-on is back but i keep reminding myself the ceasefire is only 60 days and the toll fight is not even settled 🌊

NVDA basically is the market now. risk on, it leads. risk off, it leads down. holding it like an index 🫡

Microsoft closed Friday near USD 391, down about 27% from its all time high, while semiconductors ripped. The narrative driving it is blunt: money is rotating out of software and into silicon on fears...

honestly at this point NVDA is the index. macro risk on, NVDA up. macro risk off, NVDA down. holding it like a market proxy 🫡

QQQ grinding higher with the Nasdaq at 25889. risk on tape, chips leading, SpaceX boosting sentiment. boring index bid but i will take the trend 😎

is MSFT just dead money while everyone chases AI chips and IPOs? feels left behind lately 😮‍💨

1.8T is a wild number but the demand is undeniably real. taking a small position day one, not betting the house on it 🤏

CGS sees a stronger 2027 for SG banks, higher rates + wealth management. DBS the obvious play 📊

US proposing a 12.5% tariff on Singapore over "forced labour" claims when we've run a trade deficit with them for 20 years?? make it make sense 🤌🇸🇬

calling it, MU reclaims the highs within two weeks once this geopolitics noise fades 📸

bought INTC at the bottom out of pure spite and now pretending it was a thesis 😎📸

ORCL just grinding higher on cloud + AI infra demand. the old database dinosaur turned into an AI infrastructure play, who saw that coming

SpaceX prices Thursday and lists Friday at $135. I am putting in for the IPO, this is a generational company and I do not want to look back wishing I had a piece 🚀 just praying retail actually gets an allocation

Friday NFP came in at +172K when everyone expected 80K. Markets fell because strong jobs = no rate cut. Then over the weekend Iran closes the Strait of Hormuz and fires on ships. Monday morning is not going to be pretty 😤 what a way to start the week

everyone keeps saying rotate into value but the Dow is already at a record. am I chasing the rotation late?? when do you actually pull the trigger to switch from tech into banks and financials, or is it already too obvious 🙋

calling it, SPCX opens well above 135 on pure retail demand, valuation debate comes later 🔭

F34 doing the slow long game again, 50:50 JV in Nigeria and Benin, S$15.26B addressable market, closing end 2026 💤 not a quick trade, just collecting the dividend and letting the Africa story compound. patient money only

$73B AI backlog going into tonight's print. Contracts already signed, chips already designed into hyperscaler stacks. The question tonight isn't whether demand exists. It's whether execution catches up. Holding every share 💪

Jensen Huang just named Marvell by name at COMPUTEX. Not NVDA. Not TSMC. Marvell. The AI networking ASIC play that connects everything inside hyperscaler clusters is finally getting its moment 💪 this stock just broke out to ATH and I don't think it's done

A company burning billions annually, valued near $1 trillion, is about to ask public market investors for money. I respect the audacity honestly 😮‍💨 but a trillion-dollar loss-making AI lab is a whole different conversation from buying NVDA at its current price.