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is AMD a buy after dropping 7% or does it fall more with the chip selloff? genuinely asking, the chart looks pretty scary right now

is AMD actually winning AI share or just riding the sector tide whenever Nvidia and the memory names rip 🤔

$135 for SpaceX at a $1.75T valuation when Morningstar pegs fair value near half. do you打新 anyway for the story, or wait for the post-lockup dip?? genuinely torn 🙋

Never looked at Boustead, H2 profits up 235%, not even on my watchlist. Need to stop obsessing over US tech and actually cover the SG market properly 😩

not brave enough for 3x leverage personally, but watching SOXL is the fastest way to read the semi mood. screaming risk on today 👀

AAOI down 14% on one Semi Analysis report about CPO delays 🫠 optical names are not for the faint hearted

up 250% this year and i still kind of dont trust it lol. is this a real turnaround on 18A or just a monster short squeeze 🤔

while every other mega cap rides the AI wave, Apple keeps disappointing on it. is the AI gap a real problem or just noise for a company that prints cash regardless 🤔

$Marvell (MRVL.US)$ red on a chip rally day, the custom AI silicon and optical interconnect story is still intact right, or am I missing something. down a bit on my entry but not panicking yet.

new to this one, is the memory etf a smarter way to play the supercycle than just buying micron outright? trying to figure out if i give up too much upside for the diversification

Indexes are swinging hard, but I’m sticking to my core QQQ and SPY positions. Timing the market feels harder than just staying invested and letting compounding do the work.

genuine question for the seniors here. if DBS and OCBC are already at all time highs, is it too late to start a position now? or do I just DCA monthly and stop trying to catch a pullback that never comes 🙏

No surprise here. It'll likely keep tanking until Friday. Thank goodness I shorted this one along with that other garbage nuclear stock.$BitMine Immersion Tech.US

$Coinbase(COIN.US) Has everyone received their dividends? The dividends are laughably low.

serious question: how did DELL do AI server revenue up 757% YoY and the stock wasn't already pricing this in?? like where was everyone the whole year 😶‍🌫️

Lumentum is the pure optical components play, got hit with the whole networking pullback today. anyone know if the datacom orders are still strong?

LLY just keeps printing ATHs on the obesity drug story. missed the whole run and it still looks unstoppable. do I chase a pharma at highs?? 🙏

SpaceX IPO is confirmed for mid-2026. FTSE Russell changed the index fast-entry rules specifically for it. Passive funds will be forced to buy an estimated 19% of the post-IPO float within 5 trading days. That's mechanical, non-discretionary demand hitting the market at listing. 🚀 RKLB is the pick-and-shovel play. Launch vehicles, satellite manufacturing, actual growing revenue. Not a meme.ASTS is the highest-risk, highest-upside name. Direct-to-device satellite broadband. Pre-revenue. Binary outcome.DXYZ holds private SpaceX shares via a VC fund structure. Trades at a NAV premium that narrows sharply once SpaceX lists publicly.UFO and NASA are the ETF routes. Diversified. Lower concentration risk. For people who want the theme without stock-picking.RDW and VCX are smaller cap space infrastructure names. High volatility, high sensitivity to SpaceX news flow. ⚡ The playbook I'm watching: S-1 filing date gets announced → RKLB and ASTS move first → DXYZ NAV premium compresses toward fair value → passive fund inflow hits SpaceX on day 5.The space economy is not a meme. It is becoming infrastructure. And SpaceX going public changes the entire category's investor base overnight.

724% ytd is the kind of number that ends in tears eventually. amazing run but i am not a buyer at 2000 plus, that is chasing 🫠