TaylorSwift007

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.

HPE has spent years being treated as a legacy IT hardware company. The Q2 2026 print just made that framing expensive for anyone who believed it.Q2 Financial ResultsRevenue: $10.7 billion, up 40% year...

This is MASSIVE. NVIDIA just confirmed the N1X ARM laptop chip at GTC Taipei. 20-core ARM CPU, 6,144 CUDA cores, and that GPU is equivalent to a desktop RTX 5070 squeezed into a laptop power envelope of 45-80W. Full Blackwell architecture, 3nm process. This isn't a side project. This is a full assault on the PC market.

The partner list tells you everything: Dell XPS, Lenovo Legion 7, Asus ProArt, MSI, Microsoft Surface. Not one or two experimental devices. The entire Windows PC ecosystem just lined up behind NVDA's first laptop chip. Holiday 2026 availability, with more models in early 2027.

Here's the bottom line. Qualcomm built its entire Windows on ARM strategy around the Snapdragon X Elite having no GPU competition. That just ended. And Intel's x86 laptop franchise has been watching data center share go to NVDA for years. Now NVDA is coming for the client PC too. I think NVDA has a new product cycle that the market is not fully pricing. 📈

Jensen Huang just delivered the keynote at GTC Taipei 2026 and NVIDIA's next move is bigger than I expected. The Vera Rubin platform is officially detailed: 3.5 times the training performance of Blackwell, 5 times the inference performance, and inference costs drop to ONE-SEVENTH of what Blackwell costs today. That's not an upgrade. That's a generational leap.

And NVIDIA isn't stopping at GPUs. Jensen made it clear: the company is now in the AI factory business. Full-stack, data center-scale compute infrastructure. They also confirmed the N1X ARM laptop chip, which means NVIDIA is pushing into PC silicon directly. Qualcomm and Intel should be watching this closely.

Here's the bottom line: if you thought NVDA was expensive after the Blackwell cycle, the Rubin numbers suggest the market is still underpricing what this company is building. The chip export restriction headline is real, but it's a sideshow compared to the pace of what the product roadmap is doing. 📈

Not worried about the restriction tbh. Blackwell demand from US hyperscalers alone is already a multi-year backlog. China is becoming a smaller and smaller % of the story. Every restriction just accelerates domestic AI investment outside China, which benefits NVDA even more 💪

I've been watching Seatrium from the sidelines for a while. The Q1 2026 business update is making me take a closer look.

The order book at SGD 15.5 billion is the clearest number in this announcement. Revenue visibility to 2033 is meaningful for a company that was burning through legacy project losses as recently as 2024. The delivery of Frederick Paup and Maersk Viridis this quarter removes two more anchors on gross margin, and the CEO confirmed divestments are complete, which should allow capital to be focused on higher-margin new work.

The pipeline at >SGD 28 billion over 24 months spans Oil & Gas, Offshore Wind, and Conversion projects. That breadth matters for an income investor. Seatrium doesn't need a single macro theme to play out perfectly for the order book to keep filling.

That said, this is a business update, not a full financial release. There are no profit or revenue figures for Q1. I want to see the next set of half-year results to confirm margin improvement is showing up in actual numbers rather than just management commentary. Until then, Seatrium is back on my watchlist at current levels around S$2.21.

Dell just posted the quarter of the decade for enterprise tech. Revenue hit USD 43.8 billion, up 88% year over year. AI-Optimized Servers: USD 16.1 billion, up 757%. The stock was up 30% after-hours. Every single number was a record. 📈

Here's the number nobody is talking about enough: Dell booked USD 24.4 billion in new AI orders in a single quarter. The AI server backlog is now USD 51.3 billion. They have more demand than they can ship. That's not a supply problem; that's a pipeline that could last years.

Full-year guidance raised to USD 167 billion, up nearly 50% year over year. If you weren't watching DELL before, you are now. This is what an AI infrastructure compounder looks like in real time.

Sold PDD in March because "China risk." Watched it report +22% profit growth. This is fine 🐶🔥 at least I still have feelings apparently.

I'm genuinely puzzled — SpaceX going public is actually bad news for other space companies.

After SpaceX lists, it will inevitably divert capital away from them. Investors should be running for the exits, so why is everyone piling in and driving up the prices? 🤓🤓🤓

I sold SNOW at USD 140 back in March, told myself "valuation too stretched." it's now up 30% after-hours on a single AWS deal. I am okay. this is fine 🐶🔥

1/ May 23: Trump announced on social media that a US-Iran agreement is "largely negotiated," covering reopening of the Strait of Hormuz. Secretary Rubio told reporters to expect "good news within hours." WTI crude fell more than 8% this week. Brent off more than 5%.

2/ Less than 24 hours later, Trump walked it back. "The deal isn't even fully negotiated yet." Iran's Fars news agency called the original announcement "incomplete and inconsistent with reality." The Strait has not reopened.

3/ The structural sticking point: Iran's frozen assets, estimated at approximately USD 100 billion. Tehran's position, via Tasnim: release must be "immediate and unconditional" at signing. Washington's counter: assets unfreeze only after the Strait physically reopens. The sequencing gap is the explicitly flagged deal-breaker risk from both sides.

4/ Goldman Sachs estimates markets are currently pricing in 800,000 barrels per day of Iranian crude returning to global supply. XOM and CVX each fell roughly 5% this week on de-escalation signals. Gold rose 2.2% to approximately USD 4,803 per ounce. The gold signal is notable: safe havens don't typically hold during genuine de-escalation.

5/ Translation: markets moved decisively on a statement that turned out to be aspirational. The frozen assets sequencing dispute is the single most explicitly flagged unresolved point from both sides. Until one side concedes on the sequencing, no deal closing is imminent.

Intuit dropped roughly 20% on Thursday, its largest single-day decline since 2003. The same day, the company posted an earnings beat and raised its full-year guidance.That sounds contradictory. Let's ...

Two AI infrastructure names moving hard after hours and the reasons matter more than the percentages. 📈📉

APLD is up 7%+ on a hyperscaler lease deal. This is the AI data centre trade working exactly as described: capacity operators are getting bid up because the big cloud players cannot build fast enough. If you've been watching APLD, the thesis just got validated. Don't chase the AH print — wait for the open.

RKLB is down 8%+ on a USD 3 billion equity raise. That sounds bad on the surface. Read it differently: they're raising capital ahead of SpaceX's IPO to build out launch capacity. The dilution is real but the proceeds are going to work. A credible launch competitor to SpaceX at the moment SPCX goes public has genuine strategic value.

I think RKLB's drop is an overreaction. The raise is dilutive short-term. The positioning play is real. If you've been waiting for a RKLB entry point, this is worth a closer look. 🚀

Rocket Lab getting a 2nd look now that SPCX is filed. RKLB is down 8% AH on dilution news but the SpaceX IPO hype will lift all space names eventually. Adding RKLB on weakness. 🚀

Rocket Lab getting a 2nd look now that SPCX is filed. RKLB is down 8% AH on dilution news but the SpaceX IPO hype will lift all space names eventually. Adding RKLB on weakness. 🚀

Trump signaled a near-term resolution to the Iran conflict. Oil dropped. Gold ETF sold off 1.6%. The geopolitical risk premium that had been building in commodity markets unwound in a single session.T...

Been digging into $Trump Media & Tech(DJT.US) TAE merger filing and here's what caught my eye: fusion energy commercialization is obviously years away, but the deal structure gives current shareholders half of a $6B+ company.

Truth Social revenue is basically irrelevant at this point - this is a SPAC-like vehicle for nuclear tech. 42.7% insider ownership means management eats their own cooking.

Either this goes to zero or 10x. Nothing in between. 🧪

$iShares Silver Tr(SLV.US) chart: trading around $24.50 equivalent (based on silver $91/oz). 52-week range roughly $15-$25. RSI around 68, getting warm but not overbought. Volume spiking on breakout. Holding or taking profits? 📈

$Trump Media & Tech(DJT.US) has been trying to expand its business, including streaming media, financial services, and even crypto-related ventures. Are people treating it as a speculative target or a long-term holding based on conviction?