Crazy rich

$ASML(ASML.US)  just announced 1,000 watt EUV light source, boosting wafer output 50% by 2030 . Stock hit new 52-week high $1,493 yesterday on 1.28M volume . Market finally waking up to the fact that Moore's Law isn't dead, it's just powered by Dutch wizardry

A useful lesson from SIA today: GAAP net profit can be a misleading single-metric for valuation. Three rules for reading airline earnings: (1) always strip out one-off gains/losses to assess underlying operations; (2) operating cash flow is more reliable than net profit; (3) seasonality matters — H2 typically benefits from peak travel periods, so the comparison should be apples-to-apples. SIA's H2 print looks worse than the underlying business performance

From a risk perspective, the core issue for $Circle(CRCL.US) remains the sustainability of its stablecoin business model. The market has recently begun discussing the impact of profit structure and the interest rate environment

Singtel -5.4% on outage is a buying opportunity if you believe network reliability is fixable. Core business unchanged

CityDev's S$2B debt program signals expansion appetite. Watch for acquisition targets in hospitality/data centers

$Coinbase(COIN.US)  Is this stock the after-hours beast? Any long-term holders here willing to share their thoughts?

$Invesco QQQ Trust(QQQ.US)  technicals: closed $608.81, 50-day MA at $616 overhead resistance, 200-day at $605 support . RSI 47, neutral. Volume light. Waiting for NVDA earnings to break us out of this range. 📊