Jessy_0723

SpaceX Did Not Crash, the Options Market Just Showed Up

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? 🤔

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

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

SanDisk Just Hit An All-Time High And The Memory Trade Is Going Parabolic

The AI Chip Pullback is a Margin Headline, Not a Demand Problem

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

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.

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.

honest question, are you actually rotating or just talking about it? I am tempted to trim some tech winners into financials and dividend names but every time I sell growth early I regret it 🙋 what is your trigger to actually switch?

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

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