Jessy_0723

while chips got torched and Tesla sold the news, $Microsoft(MSFT.US) just sat there flat and boring today. that's the mega-cap safety trade doing its job on an ugly semi day. cleanest way to own AI capex without the daily heart attack imo. boring and steady, i'll take that over the 3x ETF casino every single time.

while everyone panicked about chips today, $Microsoft(MSFT.US) quietly closed up 3%. that's the mega cap safety trade doing its job on a risk off day. still the cleanest way to own AI capex without the single stock drama imo. boring and green, i'll take it every time.

Every time the semis sell off on a supply chain headline, the tape tries to convince you the AI trade is over. I want to break down what actually moved the chips lower, and why I think the market read...

Okay guys, this is big. SanDisk just closed at a fresh all-time high, around $2,273, up about 5% on the day, and it is riding one of the most powerful setups in the entire market right now. If you hav...

ill be the contrarian, when even the local bank darlings get downgrade notes at record highs, maybe the easy money in SG banks is behind us. still great businesses but im not adding ocbc up here. trimming a little

One red day is not a story, the timing is SpaceX fell nearly 5 percent to about 191 dollars, its first down day since the June 11 IPO. Everyone wants a narrative. The narrative is plumbing. Options on...

Meta flat today, the ad machine just keeps printing money. one of the few mega caps i do not stress about on a broad selloff day

modest red day for NVDA, broad tech derisking into FOMC. nothing company specific, just the whole high multiple group getting trimmed

bought a sliver of SanDisk way back and it has been the trade of my life. not selling into an AI storage shortage that runs for years 🥹

bought a tiny bit near the lows of the year and now too scared to add at 1000. holding what i have and rooting for the supercycle 🥹

the memory ETF is the lazy genius way to ride the supercycle without picking between the names. just dca and chill while the whole basket runs 💤

bought software near the highs last year, this is fine 🐶🔥 at least the chips in my portfolio are carrying me

bought at the top in 2021, this is fine 🐶🔥 every Musk headline since has been a slow grind back. timestamp me when it finally pays off

Alphabet just sitting there around 348 doing nothing exciting, which honestly I'm fine with after this week 🫡

SMCI is the stock that either doubles or halves, never just sits there. up 9% today, ask me again tomorrow 🎰

DBS still grinding to records while it launches digital gold. boring bank quietly innovating, I like it 🏦

world on fire and DBS just keeps collecting interest and paying dividends. boring but I sleep well 💤

largest private financing ever, 35B, just to build AI compute for Anthropic. does this make AVGO a buy or is the whole AI capex thing getting circular? 🤔

INTC small position, holding for the foundry optionality. not chasing, not selling 💤

tariff noise comes and goes. DBS still pays my dividend every quarter, not selling my local banks over a July hearing 💤🏦

Broadcom AI revenue still doubled, market just wanted more. classic "great quarter not good enough" setup 🫠

every AI cluster needs Marvell's interconnect whether they admit it or not. MRVL quietly mission critical 🔌

waiting for SpaceX day 1 then deciding. not FOMOing into the hype open, learned that lesson with CRCL 🥲

A quick reminder as SpaceX prices this week. An IPO price is set to sell shares, not to be a bargain for you. At roughly USD 1.75 trillion, you would be paying about twice one credible fair-value estimate on day one. That does not make it a bad company, it is an extraordinary one. It does mean your return depends heavily on execution that has not happened yet, like Starlink and Starship economics. The lesson is simple: separate your admiration for the business from the price you are asked to pay, and size any first-day position knowing IPOs are volatile by design.

STI at record highs is great for my bank holdings, but as a dividend investor I am watching the REITs, not the index. Many S-REITs are still well off their highs while the banks run. If the bull is real and rates ease, those laggard REITs are where the catch-up income trade sits. For now I hold my bank dividends and top up quality REITs on weakness.