Christina

US market having a heart attack over a rate dot, meanwhile my DBS just sits there paying me dividends. love being boring 💤

the WDC and Sandisk share swap is the interesting bit under the noise. structural stuff happening while everyone watches the daily candle

minus 8 percent on INTC and i still cannot tell if this is a turnaround story or a value trap. the chart says wait, the story says maybe

up another 4.8 percent and people still calling top every single day. the top callers have been wrong since friday lol

calling Microsoft back to its highs by next earnings if Azure growth holds and the capex worry fades 📸

screenshot this, Micron prints a new high again before its next earnings if HBM pricing holds 📸

calling Oracle range bound until the next print. the OCI growth has to actually show up in numbers before the stock moves again 📊

barely moved today but the chip tape underneath was strong. boring green is still green, i will take it 😎

screenshot this, Micron joins the trillion dollar conversation before year end if HBM pricing holds 📸

SMCI is the cleanest pure play on AI server demand riding Nvidia chips. +9% says the market chose to read the raise as order fuel, and I lean that way too 📊

is this the all clear for memory or just a relief bounce before another leg down? genuinely torn 🙏

everyone panic over a -4% day while HBM is sold out into 2026. ok 🤡

as Asian chips crash, can SG banks hold up? honestly DBS and OCBC are exactly my ballast for days like this. boring wins 💤

everyone panic selling MU today while the HBM order book is still booked out till next year. ok 🤡

is AVGO a buy after the earnings dump or is the AI guide disappointment a real warning?? genuinely torn

OCBC opening a physical gold vault for clients from the 10th, gold bar demand +50% yoy. everyone wants the shiny rock in hand now 🧧

Zhipu and MiniMax officially join the Hang Seng Tech Index today, with an estimated US$1.25 to 1.75 billion of passive inflows incoming. HK finally has its homegrown AI names, and the index that missed the entire global AI boom gets a second chance 🚀

SpaceX lists June 12 at 135 and I am putting in for it. Goldman sees capex hitting 360 billion by 2028, this is an infrastructure story not a meme. just hoping retail gets a real allocation and not table scraps 🚀

think we get one more flush before this stabilizes, watching for capitulation ⚡

went to upgrade my PC RAM and nearly fell off my chair, DDR5 basically doubled 🫠 the AI memory boom is great for MU holders and brutal for the rest of us building rigs

if the 18A yields actually ramp this year I think INTC re-rates hard and $112 looks cheap in hindsight 🔭 big IF on the yields though, that has always been the Intel problem

SpaceX IPO at $75B but Morningstar says secondary market already implies less than half that valuation. So either private market investors are massively overpriced, or Morningstar's model is completely wrong. Genuinely not sure which scenario is more worrying 😤

Costco just put this debate to rest. Net sales up 11.6% to USD 69.15 billion. Comparable sales up 9.8%. E-commerce comp up 21.5%. Membership renewal at 92.2% in the US. 148.5 million cardholders. 📈

These are not "tariff-scared, inflation-squeezed consumer" numbers. These are numbers from a business that has figured out how to make people pay to shop there and love every second of it.

EPS came in at $4.93, up from $4.28 a year ago. Membership fee income hit USD 1.37 billion, up 10.7%. Nobody cancels their Costco membership. That's the entire thesis, and it keeps proving itself every single quarter. COST doesn't get enough credit as a consumer spending confidence indicator. Today it's flashing green.

I've been dismissing Kuaishou as a slow-growth short-video also-ran for a year and they quietly built an AI video product doing USD 500M ARR. I was very wrong, lah 😶‍🌫️

Anyone else think BitMine might pop if crypto volatility kicks back?”