Kellyk310

SpaceX now down about 28% from the June ATH, three days of selling in a row. waiting on the Nasdaq 100 inclusion to bring forced buying. starter position only, this thing moves like a meme stock both ways 🎢

SpaceX's $25B bond pulled in $89B of demand, 3.5x oversubscribed sia. That basically kills the 2027 bridge loan risk everyone kept worrying about. holding through the noise 🚀

honestly impressed and terrified by this chart at the same time. the AI memory story checks out but a move this size always makes me want to keep position small. respecting it from a distance

killing the dot plot and forward guidance is actually a big deal. less hand holding means more volatility around every print. position sizing matters now

honestly happy i got the IPO allocation and just sitting on 50% plus already. not selling, not adding, at peace 💤

QQQ red into FOMC, classic. i hold the index so i never have to sweat which single chip name lives or dies. just ride the whole thing 💤

$OCBC Bank(O39.SG) has quietly been the best SG bank this year, up around 18% and at fresh highs. wealth management story is the real driver 📊

$OCBC Bank(O39.SG) quietly climbing while US tech sells off. SG banks are the risk-off hideout this week 🇸🇬

calling it, TSLA catches a bid Friday when SpaceX lists and the Musk hype peaks 📸

D05 down 3% on a pure risk-off day has nothing to do with the actual bank. dividend still lands next quarter. adding if it drops more 💰

flat day for TSLA is actually a win when everything tech got sold. relative strength is telling you something 💪🚀

MRVL is the pick-and-shovel nobody brags about owning, but the S&P 500 add forces every index fund to hold it now 😏

is Marvell actually a buy here or just riding the NVDA coattails?? someone explain the moat to me 🙏

every time Jensen says "next trillion dollar company" the stock just goes brrr. is it research or is it vibes at this point 🤷

funny thing about our three local banks all hitting record highs: they still trade at a clear discount to JPMorgan and the US majors on most valuation measures. so are SG banks actually cheap for the dividend you collect, or do they just deserve a lower multiple for slower growth? curious where people land on this 🏦

SIA Engineering doing a US$118M Safran JV, is the post-pandemic MRO recovery finally priced in, or is there still room as airlines keep expanding their fleets?? 🙋

held AVGO into earnings, woke up to minus 15% on a beat 🫠 the market is a machine designed to humble you specifically

STI through 5,100 but look under the hood, the three banks plus Singtel are roughly half the index and they trade well above their ten year average valuations. this is a yield-chasing melt-up more than an earnings boom 🧠 enjoy it but know what is driving it

watched AEM climb from a couple dollars to past S$10 and of course I sold my tiny position way too early 🫠 a 6x on my own home exchange and I still fumbled it. classic me lah

SpaceX IPO June 12 at $1.75 trillion valuation. Morningstar says fair value is closer to $875B. That's buying at 2x fair value on day one. I respect the company enormously. I'm still not paying 2x for it 😅 will watch from the sidelines

AVGO at all-time high of $481 walking into earnings with an 8% implied move on options. Either I wake up tomorrow much happier or much more stressed. No in-between with this stock at these levels 😅 see you on the other side

Looked at MRVL a few weeks ago, thought "networking chips, seems niche." Up 32% in one day after Jensen personally endorsed it at COMPUTEX. I am the definition of knowing the thesis and not acting on it 😅 skill issue (mine, definitely mine)

The default assumption about Anthropic going public was: loss-making AI safety lab, burning through venture capital, asking public markets to fund an indefinite research mission. The S-1 data that's e...

Anthropic IPO incoming. Claude API is already embedded in hundreds of enterprise products, and GIC plus Temasek are both in at billion-dollar scale. If this comes public, it's probably the most consequential tech IPO in a decade 💪

Berkshire Hathaway agreed to acquire Taylor Morrison (TMHC) at USD 72.50 per share in cash, a deal valued at approximately USD 6.8 billion. Taylor Morrison is one of the top five US homebuilders by vo...