Palantir closed up about 30% on Tuesday, its best single day in two years, and short sellers are reported to have lost roughly 3 billion dollars on paper in one session. So today we are going to talk ...
sandisk +14 today is wild. ubs literally called the dip a buying op and the tape agreed instantly. enterprise ssd demand is real and pricing is turning. took a starter last week near the lows, glad i didnt wait around for confirmation
reminder $SpaceX(SPCX.US) was 225 at the June high and it's back around 164 now. the index inclusion is real but a lot of the passive buying might already be in the price. keeping my position small and not chasing the event, anyone actually adding here?
everyone hyping the Nasdaq 100 inclusion but $SpaceX(SPCX.US) already ran from 150 to 225 and back. passive flows are real but a lot of it might be priced in already. holding my small position, not adding into the event
STI sitting near its all time high and the three local banks still holding up. DBS at $65.43, dividend yield still decent, this is my CPF style hold. boring blue chips but they let me sleep at night lah
micron above $1,200 two days before earnings, sk hynix about to IPO at over a trillion, memory chips basically the new gold lah. who said boring commodity stocks dont moon. we are so back
JP Morgan downgraded OCBC, trimmed its DBS price target, and raised SGX. As someone who holds two of the three local banks, I read it carefully and then mostly shrugged. Here is why. What JP Morgan ac...
sold my SNDK at 1500 feeling like a genius. it's 2000 now. this is fine 🐶🔥
the WDC Sandisk swap basically buys back its own stock by exchanging the Sandisk shares it holds. fewer shares floating around is structurally bullish. underrated move imo
holding DRAM instead of picking one memory name. down with the group today but id rather own the whole basket than guess which chip wins the cycle
not buying, not selling, just enjoying the show. let the dust settle and the lockups clear before i even think about it 🛋️
not chasing the first green candle. thin float can gap to a price that has nothing to do with the business. let the opening cross settle, find a real range, then decide 🛋️
holding my $Microsoft(MSFT.US) through all this noise. Azure and Copilot still growing, i am not selling a quality compounder on a vibe 💤
funny seeing MSFT red while the whole market is green. that's rotation, not weakness 🤷
$Applied Optoelectronics(AAOI.US) getting whacked with the whole optical group on the CPO delay scare. but NVDA's networking team literally said no delays, so this feels overdone 🤔
MSFT held up better than the whole AI hardware group. owning the platform beats owning the picks sometimes 📊
Keppel just locked land in Ansan Korea for a 60MW AI-ready data center, live by 2030. quietly turning into a regional DC play 🇸🇬
not touching my TSLA. robotaxi optionality is free upside, I just wait 💤
SpaceX subscriptions hit $250 billion. That's 4x the $75 billion raise target. The demand signal from institutional investors is one of the clearest I've ever seen for an IPO. Pricing tomorrow, listing Friday. I am ready 🚀
SpaceX hits $250B in subscriptions ahead of Friday IPO. US-Iran strikes escalate. ASML hits new closing high as optical stocks crash.
GOOGL interesting angle today, its Gemini model now powers Apple's new Siri AND Google booked Intel foundry capacity. quietly everywhere 👀
my new year resolution failed but LLY shareholders are the ones actually losing weight (off their worries) 😂
another mega IPO I will probably get three whole shares of at the open 🫠 the allocation lottery never favors the small guy lah
STI at records, my bank shares green, dividends still coming, CPF still ticking 💤 not doing anything, this is the SG way
NASA ETF pulled in 2 billion in May and I own exactly zero of any of it 🫠
