Jessy_0723

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

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? 🤔

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

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

Stock has been volatile but liquidity is insane for BMNR — we’re talking among the most traded US names by dollar volume.

I look at Coherent and see a business with a book-to-bill ratio above 4:1, co-developing CPO with Nvidia, and operating in a market where EML laser supply is fully allocated. The structural demand from AI compute is not going away. What I'm thinking through now is whether COHR at 112% YTD still offers the compounding potential I need for a meaningful position, versus sizing it smaller and waiting for the next sector pullback. Still constructive on the thesis. Working through the entry.

What SpaceX's USD 1.75 trillion IPO Is Really Asking You to Believe

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

UOB Sells Two Properties This Week: Here Is What I Think It Means for SingLand and UOL

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

Micron crossing $1,000 is a milestone worth acknowledging. I hold MU because memory is a structural chokepoint in the AI infrastructure stack. Every GPU rack needs HBM, supply is constrained, and the two dominant suppliers have limited near-term competition. The thesis hasn't changed. What I'm watching now is whether gross margins hold as new capacity comes online. Still holding. Not trimming.

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

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.

Broadcom Goes Into Earnings Tonight. Here's Why I'm Not Selling Ahead of the Print