Eunice

Western Digital quietly up nearly 5% today dragged along by the memory board, and it's still the cheap forgotten cousin of the trade. if the NAND supercycle is real my bet is WDC re-rates hard once the market stops only talking about Micron. holding for the catch-up.

STI holding up but it feels late after a 21% year, and we have a Fed week ahead. holding my banks, just not chasing into strength here 😬

$Sandisk (SNDK.US)$ up what, 780 percent this year?? Citi just bumped the target to 2,500 saying NAND stays tight to 2027. I missed the entry and now every dip gets bought in minutes. this is what fomo feels like sia

the smart part: AVGO secures years of custom accelerator orders upfront. that's demand visibility most chipmakers would kill for 📊

so is the apple intel thing actually confirmed or is everyone just running with the headline? trying to figure out if i missed an official announcement somewhere or if this is all still a maybe

Costco beat Q3 expectations and the stock is reacting positively. For a technical trader, the first question after any earnings move is simple: is the price action confirming strength, or is this a gap that's likely to fade? Costco's move here is different from a momentum gap in a high-beta tech name. COST is a slow, steady compounder. It doesn't make 30% moves. What I look for in a name like this after earnings is whether the gap is accompanied by volume expansion relative to recent sessions. Volume confirms that buyers are genuinely stepping in at the new price, not just thin-market after-hours noise. On the longer-term chart, Costco has respected its rising trend structure consistently. The approach I'd take here is to mark the pre-earnings close as the key support reference and the new post-earnings level as the range to hold. If COST consolidates above the gap open over the next two to three weeks without filling back down, that's a bullish continuation signal. That's when a trend-following entry makes sense, with a stop below the gap fill level. Chasing on the first day of a gap rarely gives the clean risk/reward a disciplined trader should require.

ok hot take but +32% to ATH because jensen said one word at computex?? the business is literally the same as yesterday lah. networking ASIC story is real but i'm not paying all time high for a soundbite. watching from the sidelines on this one 👀

PDD Just Crossed a Line That Changes Everything About Chinese E-Commerce

$OCBC.SG$ quietly the best performing SG bank this year, up double digits ytd. boring blue chip doing its job while US tech has a meltdown

Frencken serves ASML and Applied Materials. If the AI chip buildout keeps going, shouldn't their equipment order book start reflecting it in the next quarter or two? What am I missing here? 🙏

not selling my core, seen worse drawdowns, just not looking at the screen 💤

OpenAI confidentially filed for IPO, SpaceX book already 2x oversubscribed at ~$150B demand. the AI listing floodgates are officially open 🌊