Crab clps

$Space Exploration Tech(SPCX.US)

SpaceX's valuation is undoubtedly overvalued, but it's important to consider that the placed shares only account for about 3% of the total share capital, with the previously locked-up shares to be gradually unlocked later.

The first batch of shares will be unlocked around mid-August, with the Q2 earnings report. During this period, there will be institutional position building, retail buying, as well as leveraged funds, index passive funds, etc. The available shares in the market are limited, creating genuine scarcity.

TSMC reportedly hiking 3nm prices up to 15%. when the only foundry that matters raises prices, the whole AI chain pays 🏭

contracts backlog is exploding though. if even half converts, this 8.5% drop looks like a gift in a year 🚀

NVDA ripped with semis today. the people who panic sold the bottom this week are the real story 🤡

backlog jumps to 638B and people panic over capex? this overreaction is a gift for long holds 🚀

NVDA -3.7% and people calling top again. heard that at every level since 2023 🤡

大摩 just put a 360 target on AAPL, bull case 440, all on the new Siri driving an iPhone upgrade wave. buying the lone safe haven 💪

Broadcom didn't just sell chips today, it became the bank. a 35B platform with Apollo and Blackstone to fund Anthropic's buildout. the picks-and-shovels guy is financing the miners now 🏦

Apple's big AI moment is... renting Google's model 🤡 the printer still prints money tho

MSFT barely moved while chips bled. the boring mega cap is doing its job as ballast today 💤

NVDA down 1% and people acting like it's the end. my cost basis is laughing 😎

MRVL +10% and joining the index same week the whole sector bounces. timing chef's kiss. still the cleanest AI interconnect play imo

Jensen calling Marvell the next trillion dollar name and the stock +10%. hype or roadmap, the interconnect demand is real either way

MRVL into the S&P 500 on the 22nd, forced index buying incoming. been holding, finally my turn to win 😎

the real tell in this whole memory run is NVDA. HBM4 is being designed straight into Vera Rubin, and Nvidia is locking up roughly 70% of SK Hynix's HBM output. as long as Nvidia keeps buying every chip the memory guys can make, the entire DRAM and HBM complex stays bid. memory is the trade, but NVDA is still the engine 🚀

+172K jobs, yields up, Nasdaq red, everyone panicking about a hike. I am not selling my core over one hot print, the Fed moves on trends not a single month 💤

I hold a chunk of the Mag7 and watched money walk out of them and into the Dow today. That is rotation, not collapse. I trimmed a little tech into financials but I am keeping the core, one red Nasdaq day does not break the thesis 🧠

held AVGO through the print again like a clown 🤡 good numbers, red candle, my specialty

Held AVGO into the print. Q3 guidance is $29.4B revenue and $16B AI chips (+200% YoY). Stock drops 12.9% after hours because Wall Street wanted even MORE. I don't know what I expected but not this 😅 the bar was literally invisible

The headline AI names get all the attention, but the more interesting story for me as a Singapore retail investor sits one layer underneath. Power, cooling, networking, and the memory that actually fe...

Why I Am Not Worried Alphabet Is Raising $80 Billion

Alphabet (GOOGL) announced plans to raise around USD 80 billion in equity to fund AI infrastructure, and Berkshire Hathaway is reportedly putting in USD 10 billion. The stock fell on the news. I understand the reaction. Equity raises dilute existing shareholders, and the market dislikes dilution from a company that already generates enormous free cash flow.

Here is how I think about it as a long-term holder.

Alphabet is one of the few true compounders I own. Think of free cash flow as the money left in the company's pocket after every bill is paid. When a business like this chooses to raise capital on top of the cash it already throws off, it is telling you the opportunity in front of it is bigger than what internal cash can fund right now.

The Berkshire piece is what I keep coming back to. Berkshire does not chase narratives. A USD 10 billion check from them reads as a vote on the durability of the returns, not on the hype.

Does dilution matter? Yes. I want this capital to earn a return above its cost over the next few years, not just buy headlines. If the spend does not convert into durable cash flow, I will have been wrong. But ten years out, I would rather own a compounder that invested boldly into a real shift than one that protected its share count and missed it.

I am holding my GOOGL. I am not adding on this news, but I am certainly not selling it.

I looked at HPE, thought "boring old server company, pass" and moved on. Now it's up 40% after hours on AI demand. I could genuinely cry 😅 lesson: never underestimate what an AI infrastructure supercycle does to businesses everyone forgot existed.

NVDA just dropped an ARM laptop chip with the SAME CUDA cores as a desktop RTX 5070. In. A. Laptop. Qualcomm's entire Snapdragon X Elite pitch just got a lot harder to make 📈 this is what disruption looks like

everyone: "housing is unaffordable, rates too high, homebuilders struggle." Warren Buffett: drops $6.8 billion cash on a homebuilder. I am simply not smart enough to bet against this man 🫡

my friend who sold DELL last month is "not checking his portfolio today." I fully understand. 30% gap does something to a person 🤣 skill issue (his, not mine, for once)