imJanice

Nokia quietly stacking deals, Google Cloud Gemini into their network software and the AWS autonomous networks tie up. boring telco slowly turning into an AI infra play. small position, just letting it ride.

genuine question for the room, if HBM is sold out all year why does the stock still chop around so much? is it just the whole market being jumpy into the print or am i missing something

new Fed chair, new vibe, and the vibe is no cuts and maybe a hike. growth multiples are not built for PCE at 3.6%. trimming the high fliers

is WDC the safe way to play storage now? it held up when Micron and Sandisk got hammered. genuinely asking whether the share swap changes the whole thesis

not doing anything with my NVDA, down 1 percent is a rounding error after this year. just sitting tight into the Fed 💤

not touching my MSFT, flat day, holding into the Fed. it is the sleep well at night part of my portfolio and today that feels good 💤

Intel quietly up again. the comeback has been one of the stories of the year, but i still want sustained foundry wins before i fully believe 🤔

SingTel at an all time high on the data center deal talks with KKR. our boring telco turning into a data center play, who knew 👀

the per seat math is the part the bears get right. if one AI agent really does the work of five seats, the whole pricing model behind enterprise software springs a leak, and no amount of brand saves you from that. i am staying light on the pure SaaS names until they prove AI adds revenue instead of taking it 📉

$AMD(AMD.US) closed 511 up almost 5% after Citi upgraded to buy. AMD always tags along when the whole chip group runs, and the group is running 💪

INTC up another 5% after the 9% Thursday. double upgrade plus the Google and Microsoft foundry order chatter, the comeback trade has legs 🔥

Meta climbing the board again. when the AI capex panic hits, the names with real cash flow hold up better 🤷

the TSMC price hike just gets passed down the chain. NVDA has the pricing power to eat it 👀

on the brutal down days MSFT held up, on the rip day it lagged. the boring ballast does its job both ways 💤

fell less than the rest of the chip group today. that's the tell, money leaves the weak names first 🫡

on risk-off days MSFT is where money hides. relative strength again today 💪

$394 low then back to $408 close, intraday whiplash gave me a headache 🫠 still green-ish on the day tho

NOK is the boring dividend telecom that suddenly has an AI networking angle. not exciting but it pays me to wait

everyone wants SpaceX shares but nobody talks about the lockup and the valuation math. $1.75T is a lot of Mars 🪙

For years investors held Singtel (SGX:Z74) for one reason: the yield. That story is quietly changing, and it matters for how you value it. What is actually happening Two moves landed together. Singtel...

The Straits Times Index pushing through 5,100 into record territory is a real milestone. But what does it mean for you as a local investor? The engine The move is led by the heavyweights, the three ba...

suddenly everyone on my feed is a rocket scientist again 🪐

Coherent quietly went from optical nobody to S&P 500 member while I was busy watching the Mag7 🫠 NVDA put 2 billion into it, I put zero. story of my portfolio

SpaceX Nasdaq debut June 12. Ticker SPCX. $135/share. I've been waiting for the chance to own a piece of this company since it launched the first reusable rocket. Day one buyer regardless of valuation debates 🚀