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$Super Micro Computer(SMCI.US) SMCI today announced the completion of the internal investigation led by the Company’s independent members of the Board of Directors regarding the March 2026 indictment of three individuals who were associated with the Company at that time. SMC was informed on March 19, 2026 that two employees and a contractor were indicted in connection with an alleged conspiracy to commit export-control violations. SMCI was not named as a defendant in the indictment and is not accused of any wrongdoing. The Company took swift action, and the three individuals no longer have any relationship with them. The investigation team reviewed the customer transactions that were the subject of the federal indictment, as well as transactions with a selection of other customers who bought restricted products, and did not find any evidence that any current member of senior management had knowledge of the alleged diversion scheme or of any actual diversion of restricted products by the Company. Nor did the investigation find that the Company directly sold export-controlled products to known restricted parties or locations. It also did not find any evidence that the Company’s previously issued financial statements could not be relied upon based on the potential diversion of restricted products. The Company developed and maintained its export compliance program as its sales of restricted products increased during the period under review. The Company’s compliance personnel have acted in good faith, with the support of management, to mitigate the risk of the Company’s products subject to export controls being diverted to restricted parties or locations. That is where buying the dip back when the news first broke out and holding on till the conclusion of investigation worked out perfectly for me. I am looking to sell once it hits my PT of $50. @Captain's Treasure

The Iran US 60 days ceasefire has ended and immediately there were reports of explosion and ship struck in the Strait of Hormuz. Trump also said on social media that there are no talks or conversations going on, or scheduled, with Iran, which could be one of the various reasons why the market indexes are pulling back slightly amidst the push for newer highs.

$ServiceNow(NOW.US) Fundamental demand for Software-as-a-Service has not seen the steep decline the market had warned about in the first six months of the year, mainly because SaaS companies have embraced artificial intelligence to undergo changes. "AI transformation is a matter of life and death for us," the head of a leading Chinese SaaS provider told Yicai recently. "But it feels like the era belonging to our industry has returned." As AI agents started demonstrating capabilities to directly invoke software, read data, and perform tasks at the beginning of the year, the capital market has voiced concerns that the traditional SaaS business model would be disrupted. But core software companies, including Germany's SAP and the US's ServiceNow, reported earnings growth in the second quarter, with AI having a real contribution to contracts and revenue. This was why I entered a position in ServiceNow when the software companies were all struggling, albeit not at the exact bottom. Yet, I'm still holding on as I believe that ServiceNow can continue to embrace the rapid changes and grow demand. @Captain's Treasure

Sandisk and Micron are back on another bullish run as JPMorgan upgrades the former, citing AI-driven NAND demand and huge long term supply contracts as reasons why they are bullish on memory stocks. The stock market also continues to push for newer highs despite zero confirmation of when the Middle East conflict will finally ease.

$Meta Platforms(META.US) Opening arguments begin Tuesday in the trial that California Attorney General Rob Bonta is co-leading against Meta, following a litany of allegations that the company fostered addictive behavior in teens and children. The trial involves a coalition of 29 state attorneys general in a unified case against Meta that was brought in 2023, and will be argued by lawyers representing California, Colorado, New Jersey and Kentucky. The stakes are enormous as leading government officials across the country push for Meta to be held accountable for allegedly violating federal and state laws, including the Children's Online Privacy Protection Act (COPPA) and various consumer protection statutes. Earlier this month, Meta lost a case in New Mexico that will require the company to make some changes to its services and pay nearly $1 billion. But California carries such power and influence that a bad result in Meta's home state could lead to much steeper penalties, including a broader overhaul that forces fundamental alterations to key algorithms. The stock is hence still trading under immense bearish pressure as the stakes are high following these lawsuits. The outcome from the jury will determine how Meta and other social media giants move forward to comply with strict law enforcement. @Captain's Treasure

$IREN(IREN.US) IREN shares jumped over 10% Thursday after Microsoft formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the clearest evidence yet that the company’s multibillion-dollar pivot from Bitcoin mining toward AI infrastructure is delivering. Horizon 1 is a 50-megawatt deployment of Nvidia GB300 systems at IREN’s Childress, Texas, campus. It is the first of four such facilities scheduled for 2026, which will together supply 200 megawatts of capacity. The sign-off means more than finished construction. Microsoft has a contractual five-day window to test each GPU deployment against agreed criteria. Once accepted, the service term begins and IREN can start invoicing Microsoft monthly. Nvidia separately granted Horizon 1 Exemplar Cloud status after testing the systems. The contract is expected to generate roughly $1.94 billion in annualized revenue once all four Horizons are running. @Captain's Treasure

2 of my high beta stocks surged massively - Nebius and SMCI. The latter delivered a mixed earnings, yet the insane AL guidance had Wall Street excited once more and the stock shot up 20% in 1 trading day. Nebius on the other hand, also surged 30%, dismissing those in favour of Burry's short position.

$Super Micro Computer(SMCI.US)Super Micro Computer reported its fiscal fourth-quarter results after the market closed on Tuesday. Revenue of $11.1 billion came in below the $11.55 billion analysts polled by LSEG were expecting. But the stock rose anyway, gaining about 20%. The reason is the outlook. For fiscal 2027, management guided revenue to a range of $65 billion to $72 billion. Analysts were modeling about $52.5 billion, according to LSEG. In other words, the artificial intelligence server maker just guided $16 billion above what Wall Street had penciled in, measured at the midpoint of the range. The quarter itself was hardly weak. Revenue rose 93% year over year, from $5.8 billion in the year-ago quarter, and was up from $10.2 billion in fiscal Q3.

The quarter's standout figure, however, was gross margin. Supermicro posted a 17.5% gross margin, up from 9.9% in fiscal Q3 and 9.5% in the year-ago period. That's above even the preliminary 15% to 17% range the company flagged in its July 21 business update. For context, management originally guided the quarter to a gross margin of just 8.2% to 8.4%. All in all, it has been nothing short of an impressive quarter for SMCI. @Captain's Treasure

Stocks held on to gains after CPI came in as expected, though oil prices edged higher after a senior Iranian official commented that there were no discussions with US on extending a ceasefire. With in line expectations of CPI, FED is now more likely to continue to hold steady as there is barely any major changes that would threaten the economy.

$Super Micro Computer(SMCI.US) Super Micro Computer's stock climbed around 9% in premarket trading. Shares of Super Micro Computer rose after the server manufacturer's fourth-quarter results beat analysts' forecasts. SMCI said it expects revenue in its fiscal first quarter to reach between $14.5 billion and $15.5 billion, surpassing mid-point consensus of $11.8 billion. It comes as the group sees its server solutions optimized for artificial intelligence fuelling future revenue as the build-out of data centers accelerates. "Super Micro continues to be one of the leading players in the AI server market with next-generation GPUs and broader technical capabilities encompassing areas like liquid cooling, now spanning up to modular AI infrastructure via DCBBS [data center building block solutions]," analysts led by Joseph Cardoso, wrote in a note on Wednesday. However, while demand remains strong, we continue to see variability tied to customer timing, mix sensitivity, working capital intensity and customer concentration. @Captain's Treasure

OCBC really huat especially after last Friday's earnings with the local bank stock trading up another 3% today. This is really impressive for OCBC, who has remain steadily as the unofficial "2nd local bank" behind DBS, but with recent surge in net profit from non interest segments like wealth management and insurance, this has helped them to play catch up and even slightly outperform the leader DBS.

$NVIDIA(NVDA.US) Nvidia late Monday announced a partnership with six Wall Street financial institutions designed to raise more than $500 billion of third-party capital to fund the buildout of AI infrastructure. The chipmaker said in a statement it had signed a memorandum of understanding with Apollo (APO), BlackRock (BLK), Blackstone (BX), Brookfield (CA:BN), Goldman Sachs (GS) and KKR (KKR) to create partnerships that would allow Nvidia's (NVDA) customers to finance the cost of computing power at a global scale. That would include frontier AI labs, enterprise and AI clouds, Nvidia said. "AI has reached an inflection point," Nvidia CEO Jensen Huang said in a social-media post announcing the deal. "It is moving from research into production. AI is creating real value, and the infrastructure behind it is becoming one of the world's most productive assets. In AI, compute is revenue.These financing platforms will help customers access scarce compute at scale and build the DSX AI factories that will power every industry and country in the age of AI." @Captain's Treasure

$Nebius(NBIS.US) Nebius carries a market capitalization of about $48.6 billion. Over the past 12 months, the company collected $877.9 million in revenue. Divide one by the other and the stock trades at roughly 55 times sales -- the sort of multiple usually attached to a software business. Nebius buys graphics processors by the billion and signs power contracts by the gigawatt. But the trailing figure in that fraction is doing something odd. In the first quarter, group revenue rose 684% year over year to $399 million. Revenue at the Nebius artificial intelligence (AI) cloud business alone rose 841% year over year to $390 million, up 82% from the previous quarter.The measure Nebius points investors toward is annualized run rate, which it calculates by taking the last month of a quarter's AI cloud revenue and multiplying by 12. That figure reached $1.9 billion at the end of March. It was $1.25 billion at the end of December, and it is up 674% year over year. Management guides for group revenue of $3 billion to $3.4 billion this year and a run rate of $7 billion to $9 billion exiting the year. It also expects a EBITDA of 40%. That last figure is not much of a stretch from where the business already sits. After all, the AI cloud business ran at a 45% adjusted EBITDA margin in the first quarter, though the group came in at 32%, dragged by two much smaller units. @Captain's Treasure

$Microsoft(MSFT.US) MSFT reported earnings on July 29, and the stock has been on a tear ever since. The share price is up over 25% since the report and turned positive for the year on Aug. 5. The rally is a relief to shareholders who had watched MSFT drop nearly 30% between October 2025 and March 2026. The company seemed to be at the center of every headwind affecting technology stocks.The numbers behind the rally help explain why. Microsoft posted fiscal fourth-quarter revenue of $90 billion, up 18% year over year, with Azure revenue climbing 43%. Full fiscal 2026 revenue topped $331 billion. Microsoft 365 Copilot crossed 30 million paid seats, and the company's commercial remaining performance obligation, essentially its contracted backlog, grew sharply. That combination gave investors something they hadn't had in months: proof that the AI spending is translating into revenue. However, what may be concerning is how quickly the stock has risen over the past week. It is pretty rare for Msft to gain 25% in just 1 week, and people may argue that a pullback could be on the horizon. @Captain's Treasure

$Occidental Petroleum(OXY.US) Q2 earnings results significantly exceeded expectations. Occidental reported adjusted earnings of $2.40 per share, above consensus estimates ranging from $1.83 to $1.92 and up sharply from $0.39 a year earlier. Revenue increased roughly 52%–53% year over year to approximately $8.07 billion, also topping expectations. The earnings growth was supported by stronger operating performance, while analysts had highlighted debt reduction and cash flow generation as potential catalysts ahead of the report. Occidental posted a 19.98% net margin and 9.65% return on equity. However, falling oil prices pressured the stock. Reports linked the decline in crude prices to US-Iran peace-talk developments, raising concerns that lower commodity prices could reduce Occidental’s future revenue and cash flow. Occidental Petroleum in Focus as Oil Slides on US-Iran Peace Talks. Despite the earnings beat, analysts cautioned that commodity volatility and a relatively premium valuation could limit further upside. A recent pullback may reflect investor concerns about the company’s longer-term fundamentals rather than a lack of quarterly execution. @Captain's Treasure

I voted for DBS, because they are sustainable and have held themselves to strict regulations and performance reviews over the years. What's most important also for most local investors, is the dividend yield from these blue chip stocks. DBS has managed to keep its dividend yield fairly consistent and high of 4 to 5% even through the bear years, and I won't be surprised if DBS can hit $80 by the end of the year.

$Super Micro Computer(SMCI.US) Dell and Super Micro sell into the very same boom, yet their paths have split in a way that is difficult to ignore. Both build the servers that power AI and both have order books full of AI demand. Two companies, riding the same wave, with wildly different results. The gap is not really about growth, since both have plenty of it. It is about how each company is paying for that growth. Dell funds its expansion from its own cash flow, shipping billions in AI servers while still throwing off enough cash to reward shareholders. Super Micro has had to reach for outside money. To fill a wave of new orders, it recently raised around $7 billion through equity and equity-linked financing. The move worried investors about dilution and knocked its stock down sharply. Super Micro also carries other baggage that Dell does not. It has faced governance concerns and an export-control review. These issues explain why its shares stay cheap even as revenue climbs. Its bull case rests on that low price recovering strongly if it can execute cleanly and put its troubles behind it. @Captain's Treasure

Historically, August could be a volatile month with some of the heaviest losses occurring in the eight month of the calendar year in the past. However, we actually have strong rebounds to kick off the month, led by the traditional tech companies, with Citadel citing the bullish run for stock market is far from over.