Interesting news but it remaina to be seen if this is indeed a serious threat or would end up like a "deepseek" moment. Until more info is available, I think reaction is more kneejerk.
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
Interesting news from SpaceX. Looks a lot of legacy names have the potential to be disrupted by new technological developments. AI infra stocks will like such news.
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
Party day for the doom and gloom group. Though am curious why all of them come out on the same day? And then they go into hiding when markets are up. Haha. Trust your own conviction.
The FT reported OpenAI's annualized revenue is about $20B lower than thought, and the AI chain sold off: Oracle -5.5%, CoreWeave -7.8%, Nvidia -2.9%. At home, the STI closed -3.5% Thursday as all thre...
Speaking on hindsight (oops) but banks have run out quite a lot in terms of valuations and dividend yields. A good chance for long term investors to get some exposure if prices correct further.
OCBC is down about 10% in two days after Citi's sell call, and DBS and UOB are sliding with it. Rates aren't helping: the US 10-year just touched 5.35%. Let's dig in 👇💬 Buying the bank dip in 10-share...
New all time highs for S&P500! Amazing how a low cost index/ETF can do well! AI is definitely here to stay but external factors like rates and geopolitics will still induce volatility along the way.
The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...
Sometimes investing can be as simple as betting on the richest man on Earth, as a shareholder, in a way he is working for you. Hehe.
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
Lots to watch for the new lot size on SGX. That said, somehow 1 share via US share across seems to feel more straightforward (no need to think so much) from an investor's perspective.
From today you can buy DBS, OCBC, UOB and SGX in lots of 10 instead of 100. SGX itself fell 7% on Friday with no announcement behind it. In the US, September added just 29,000 jobs, October hike odds ...
US treasuries yields continue to stay above 5+%. At some point, people are going to wonder if a "risk free" 5% is good enough vs taking on risk to earn a 6 to 10% long term return in the equity markets.
Micron says more than 75% of its 2027 output is already committed, and memory names followed through overnight. The 10-year touched its highest since 2002 before pulling back. At home, SGX is down abo...
First impression that is a good set of results and a very decent guidance. By any PE ratio standards, the share price is trading at very reasonable valuations. The million dollar qn as usual is how long this can last.
Micron printed a record $54.2B quarter, guided to $61.5B, and the stock closed flat. A cooler PCE pushed October hike odds below a coin flip, but the 10-year still climbed above 5.2%. Let's dig in 👇💬 ...
Last round of excitement before Q4 begins. Looking forward to see what is Micron's guidance. And later this week Tesla delivery numbers.
Fed's Williams saw "no need for urgency" on the next hike, cutting October odds to a coin flip ahead of tonight's PCE. Then Micron reports before dawn Thursday, with Street targets from $1,100 to $2,0...
My call 990
i think it will be a sell on news release. But result should be a beat. The tricky part will always be the guidance, which might or might not meet market's expectations.
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
Quiet weekend with no major drama from the US China meeting. Earnings season up next. Lots to look forward to.
Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...
More interested to watch the developments of US China meetings. Still lots of news coming out for Meta and Muse, looks promising, but stock price has priced in quite a fair bit.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
