Dolphin fans

Finally some green in $Unitedhealth.US today, up 3.7% after dividend announcement . But still down 40% over past year . Trading at 15x forward earnings vs 20x historically. Either market sees something we don't, or this is the opportunity of the year. 📉

Tan Su Shan just got appointed to MAS growth capital workgroup alongside Temasek CEO Dilhan Pillay. $DBS(D05.SG) now literally helping to write Singapore’s private capital playbook. Same week they filed AU$2b bond listing on SGX. This isn‘t coincidence. Policy tailwind meets execution. 🏦

Kioxia says customers locking in supply for 2027 & 2028 . Memory contracts are normally 1 year. Now they’re signing 3-4 year deals. This is not a cycle, this is structural demand from AI inference. $Sandisk(SNDK.US) owns 50% of JV with Kioxia. Pricing power just got permanent. 🔒

TSM pushing 2nm production shows why it dominates. ASML remains untouchable. Intel and Micron still feel like turnaround bets. The tech gap here is real, and patience seems mandatory.

$DBS Group(DBSDY.US) Steep run raises question: do you add on dips or trim at highs? Watching support and volume into earnings.

$Alibaba(BABA.US) The development is going so well. How high do you think it will go this time?

UnitedHealth guidance feels weak and 2027 Medicare Advantage payment proposal at virtually flat rates really crushes margins, pushing insurers down sharply today.

$Alphabet - C(GOOG.US) DeepMind says Google is the only full-stack AI giant.

AI Genesis Project: I See This More as a Barometer IndicatorIt’s not the same logic as NVIDIA’s compute monopoly, but rather the U.S. aiming to systematize AI capabilities by bringing in a cohort of functional companies that can deliver real work.CoreWeave represents the model of compute leasing, while Palantir leans more toward government data analytics—their roles are actually quite clearly defined.The 5% gain yesterday wasn’t particularly exaggerated; it reflects more of a repricing of its strategic positioning.