jackson beat it

$Unitedhealth(UNH.US) still very undervalued

Aiyo this narrow ATH really makes me uneasy leh, when only the mega caps carry the index the breadth damn weak, I rather wait and buy on a real pullback 👀

Wah HPE jump 40 percent after Dell and now Micron cross 1000, the AI hardware trade really damn hot sia. But when everybody so excited liao I always scared the easy money already gone, so I rather wait for a pullback before chiong 👀

Wow! 😍Just noticed there are 13 new stock zones in our community!

With 30Y yields above 5% and PPI still sticky, hard to go all-in on long-duration tech lah — keeping some powder dry for now and watching how the rate picture develops.

Why the AI Boom Just Made Marvell's Custom-Silicon Strategy Look Genius

Citron is shorting $Sandisk(SNDK.US) , calling AI demand a "mirage." But $Western Digital(WDC.US)  is holding strong. Is the market finally separating the wheat from the chaff?

When Donald yells, will $Trump Media & Tech(DJT.US) rise or drop? LOL😂

$Oracle(ORCL.US) Trimmed a few shares last week on the bounce, now holding 255 shares at ~$175 cost basis. Keeping them through earnings. Here's my thinking: At $150, this is oversold. Even without the OpenAI deal, Oracle's core database + software biz alone supports this price. At these levels? Why dodge earnings. The debt story: This is strategic, not distress. Oracle placed a huge bet on AI. Divergent views = opportunity. If everyone agreed, price would already be higher. Question is whether mkts price in potential before results. TikTok angle: Beyond cash flow and cloud growth, it strengthens Oracle's political hand. Plus Ellison's personal ties with Trump? That's optionality the market isn't pricing. What I'm watching tomorrow:FCF trend (negative narrowing?)RPO conversionCapex efficiencyHit one of these = valuation reset. $180 short term? Doable. ⚠️ Risk: Capex guides up again or FCF deteriorates = more downside. Worst case? Maybe revisit $130. Didn't sell last time, won't lose sleep if it happens again. Bottom line: Optimistic heading into print. Not reality — just my read.Not advice. Just my view.

AVGO up 200% YoY still kena sold off, the bar too high already lah. SpaceX IPO I wait and see first, don't anyhow catch

$Apple(AAPL.US)  down 5% to $261.73, 77M volume, worst day since 2024. Siri AI features pushed from March to May to September. FTC also sniffing around Apple News bias. Tim Cook’s statement “still on track for 2026” is the weakest defence I’ve ever heard. 😬

$Coinbase(COIN.US) trading volume slowing, losing momentum on the daily chart