Vt3

$Taiwan Semiconductor(TSM.US)

1️⃣ After my last July added purchase, the stock advanced as AI infrastructure spending remained strong and demand for leading edge chips stayed resilient. This reinforced confidence in TSMC’s technology leadership and earning outlook.

2️⃣ However, I decided to sell at the below price during last two sessions to lock in gains after a slow rally, while reassessing valuation, macro risks and whether market expectations had become too optimistic.

3️⃣ Looking into next quarter, the outlook remains positive, supported by AI related demand and advanced node adoption. However investors may become more sensitive to valuation, customer spending trends, and any signs of slowing semis demand after the recent surge.$Taiwan Semiconductor(TSM.US)

📌 Micron’s flat print outcome looked more like a pause than a reversal. Despite mixed near term reactions, shares still closed around USD1097 second day after delivered. Suggesting investors remain constructive on AI memory demand but are balancing that optimism against valuation and cycle risks after the recent strong rally.

📌🇺🇸 Spot ON, last session I did said If I were to focus on the screen, likely to shoot up, I did few adjustments due to daily unpredictable volatility and seen its rotation and inconsistency. I happened to wake up past 3am and saw favourable position for me to adjust a bit further, no chance to enter a few other intended names. Both SG and China also closed recently as Red across the board! Nothing is stable for now still, buy with mindset of long term if can stand to see 🛑 on your dashboard every day which is pretty annoying for me ha 🎲 😅

📌🇺🇸 my take is this : who name the price ? In real estates we always said : hey it is the buyers market now…😜

$Oracle(ORCL.US)

1️⃣ After my last position, I have added another position as shown below, the stock experienced volatility as investors digested its huge AI infra spending and risking debt load. However, the company delivered strong FY27 Q1 results: revenue grew 30%, cloud revenue surged 62% and cloud infra revenue jumped 121%, supported by massive AI demand and a record backlog of signed contracts.

2️⃣ Because the share price had softened despite continued evidence that ORCL’s AI cloud business is scaling rapidly. The combination of accelerating cloud growth, a USD664B PRO backlog and management’s expectation for continued strong revenue expansion suggests the long term AI thesis remains intact.

3️⃣ Outlook for next quarter : I remain cautiously constructive. If ORCL continues converting its enormous AI backlog into revenue while adding new data Center capacity, sentiment could improve further. The key risks are execution, capital spending, and debt levels, but strong cloud demand and guidance for 30% to 34% revenue growth support a generally bullish view into the next qtr.

$Oracle(ORCL.US)

Last session I skipped but later session will catch a bit

📌🇺🇸 For me, MU is this week’s marquee print. As by now I have already added to my portfolio for whatever term runway. The real test will certainly take some time to prove my thesis is proven to support my choice, am also keen to secure a few other stocks moving in tandem to the latest rate hike’s post market sentiments and new SI’s safety measures. Am expecting new market sentiments towards the up and coming new IPO by Anthropic, depending on its entry price! As the market seems tough but the toughest always get going! Only buy, sell or hold is the only game we are in for 🎲 while buying may be easy, selling is going to be tough and holding is more daunting as per my fave quote!🎢🆙↖️↗️⬇️

🇺🇸 Officially use SI instead of AI by today

$Tesla(TSLA.US)

POST for 30/9/26

1️⃣ After I first bought TSLA at USD431 earlier this year, the stock experienced a meaningful pullback as investors reassessed valuation, growth expectations and the impact of a higher rate environment on risk assets. Despite the weakness, TSLA’s long term themes in EVs, autonomy, AI and energy remained intact.

2️⃣ I added another position on 28/9/26 at USD360 because the lower price provided a better risk reward balance. Rather than chasing momentum, I chose to average into a company I still view as a long term innovator while the market sentiment remains cautious.

3️⃣ Looking ahead over the next few months, the outlook is mixed but constructive. Execution on vehicle demand, AI initiatives and autonomous driving progress could support shares, while valuation sensitivity and macro uncertainly may continue to create volatility. Overall, I see medium term trend as cautiously bullish if growth expectations are met.

$Sandisk(SNDK.US)

1️⃣ After I sold around this price, the stock stayed highly volatile, reflecting both profit taking and ongoing optimism about AI driven memory demand. Analysts remain broadly positive on this stock, with many maintaining buy ratings and targets above current levels.

2️⃣ Despite the recent rate hikes and other macro headwinds, I am still watching how the market responds to its exceptionally high share price.

3️⃣ The business outlook remains strong, but great companies can still become expensive if expectations run too far ahead. I want to see whether buyers continue accepting high valuations in the new rate environment, they often do not return to previous levels, but that does not guarantee a stock cannot face meaningful corrections before moving higher again.

📌🇺🇸 am now having teppanyaki for early lunch while texting this. Last Friday already said Monday to gauge how the market reacts. True enough most AI trades closed at ‼️however I entered a handful of trades. Am not so excited with anymore new 🇺🇸 IPO after SPCX 🤣

Buy. Sell or Hold. No other steps. 🛑

📌 Up more than >10%

Bears focus on cycles. Bulls focus on shortages. Micron is no longer just a memory cycle story. Severe DRAM shortages, accelerating server demand, and HBM4 creates a second growth engine, its adoption could drive earnings upgrades, making >10% post earnings rally entirely achievable as market not fully pricing 2027 strength.

$Sandisk(SNDK.US)

Oh baby you too will be falling down 🎢

$NVIDIA(NVDA.US)

🇺🇸🇨🇳💪

$Meta Platforms(META.US)

Oh baby you are falling down🤭🕶️🤪

$SpaceX(SPCX.US)

Launching anytime now

Nobody cares only care for your 🤣🤣🤣$Micron Tech(MU.US)

🇺🇸 🚀🚀🚀🧨

$Meta Platforms(META.US)

1️⃣ I bought because it is my first time buying this stock, its AI investments were translating into stronger advertising efficiency, user engagement, and earnings growth. The company remained a leader in digital advertising with multiple growth drivers across AI, WhatsApp and business messing.

2️⃣ For now, I would consider buying again if the share price pulls back to offer a better risk reward entry.

3️⃣ Outlook for Meta’s trend remains positive, supported by AI driven revenue growth and strong cash flow. However, gains may be more dependent on earnings execution, AI monetization progress, and overall market sentiment, making pullbacks possible despite a constructive medium term outlook.$Meta Platforms(META.US)