定D来

Intel down again with the chips but Lip-Bu Tan is up like 500% since taking over, market clearly believes the foundry turnaround story. still a show me stock for me, holding a starter and watching 18A news.

Intel bringing in the ex SK Hynix guy to run foundry is actually a smart hire. Turnaround is still years out but at least the AI server chip angle gives it a pulse. holding my small position, not adding yet.

western digital was quietly the strongest storage name on the board today. while everyone panicked over the memory pullback, WDC just did its own thing. i like that kind of calm

TSMC down with the group but it is the one chip name i genuinely never worry about. everyone needs the foundry, full stop. buying weakness here

down 8 with no headline, classic INTC. i keep a tiny tracker position and just watch, the foundry story is the only thing that matters long term and that takes years

down on good news because money rotated to SPCX. not catching it until the SpaceX euphoria cools a bit more 🫳

incredible business but day two parabolic moves on a thin float are how people get trapped at the top. waiting for the first real pullback 🫠

not catching falling software knives yet. cheap gets cheaper when the whole street decides to hate a sector 🫠

incredible company but 1.75 trillion on day one is pricing Mars, Starlink monopoly and frontier AI all at once. amazing, just not at any price. watching 🎪

down 11% on what should be good news tells you the whole space trade got front run by the SpaceX listing. i want it cheaper before i step in 🫳

$DBS(D05.SG) holding up while US tech bleeds. this is exactly why I keep SG banks as ballast lah 💪

OCBC + DBS both seeing flows in. high rates are a headwind for tech but a tailwind for our banks 📊

if this 12.5% US tariff actually lands, which SG exporters get hit hardest? a third of our exports to the US is no small thing 🙏

INTC page views 697 UV on the board, retail attention is high. foundry narrative pulling people back to a name everyone wrote off a year ago 👀

OCBC best-performing local bank YTD and now a gold custody business. wealth pivot is real, I like the direction

blacklist doesn't auto-sanction but it scares US funds off. BABA back near the lows, value trap or gift?? I genuinely can't tell anymore

SIA Engineering is setting up a US$118M JV with Safran for a CFM Leap engine shop in Singapore. that is recurring, high-margin MRO revenue tied directly to the narrowbody fleet boom. a quietly solid industrial story under the radar 🧠

market hit a record and somehow it still feels like something is breaking under the hood 😏

memory has always been the most brutal boom-bust sector. with DRAM and NAND sold out and prices up 50%+, is this time actually different or are we just early in the same old cycle that always ends in a glut 🙋

the market partied nine straight days pretending inflation was solved, then Logan walked in and switched off the music 😏 the hangover was always coming lah