millionaire

The headline everyone underrated When Tim Cook tells the Wall Street Journal that price increases are "unavoidable," that is not a throwaway line. Apple has spent fifteen years absorbing component cos...

just gonna hold my TSLA and touch grass. the daily moves mean nothing until deliveries come out 🫳

newbie q, does market cap even mean much when only 4% of shares actually trade? feels like the price is set by a thin slice of float 🙏

clean setup honestly, geopolitics off the table and the whole market exhales. just late in a very strong year so i am adding slow, not all at once 🧠

Nokia has been the sleeper AI play, up 127% this year on optical networking demand. small pullback today after a huge run, still like the story 📈

a 3% day to a record is huge for an index. peace deal plus AI momentum, hard to fight this tape 💪

the read is simple, every AI data centre needs optical transport and Nokia sells the gear. a target that implies 50% upside tells you the street is finally repricing the AI exposure it ignored 🧠

look under the hood and it is two engines. Starlink did about 11.4B revenue and 4.4B operating profit, that is the cash machine. the xAI unit lost over 6B building data centres. you are buying the sum of those stories 🧠

the bear case is just the 190 billion capex number and capacity limits. the market is pricing the spend it can see and discounting the monetization it cannot model yet. that asymmetry usually resolves up over time 🧠

bought the fear near 940 two days ago, looking less stupid today 🫡

if MU dips toward 900 again I'm adding more, simple as 📉➡️📈

adding on this dip. when the strongest name in the group pulls back with the whole sector, that's the one I want more of 💪

obesity drug TAM keeps expanding every trial readout. this is the one megacap healthcare story nobody shorts twice 🧠

CapitaLand Ascendas REIT picking up a Tuas logistics asset at 6.6% NPI yield, DPU accretive. boring? yes. pays me? also yes 💤

TSM only dipped 0.8% in last week's rout and barely moved today. the steadiest name in the whole chip space, boring and bulletproof

my kopi uncle has been saying "just buy bank shares and collect dividend lah" for like ten years. STI hits a record today, he is sitting there sipping kopi like 😎 meanwhile I was busy chasing US tech all year. skill issue, and it was mine

For years the story of Hong Kong tech was the one about the boom it missed. While US indices rode Nvidia and the AI wave to records, the Hang Seng Tech gauge sat full of yesterday's internet giants and underperformed. Today that story changes a little. By adding Zhipu and MiniMax, two of China's most-watched AI startups, the index is finally letting its own AI champions in. The money that follows, over a billion dollars of passive flows, is almost mechanical. The harder question is the one every market eventually asks: are we buying real businesses, or just buying the story before the profits arrive? For Hong Kong, even getting to ask that question feels like progress.

my entire feed went from crypto experts last week to rocket scientists this week 🪐 nobody knows what SpaceX is worth, everybody has a price target

NFP tonight, FOMC tomorrow, new Fed chair. I am doing nothing until the dust settles 💤

Dow at ATH while semis dump is giving me whiplash lol. MRVL going from hero to zero in one session, classic market behavior 🫠

Dow at ATH while semis dump is giving me whiplash lol. MRVL going from hero to zero in one session, classic market behavior 🫠

Let me start with the question that matters: after a 6x run, is AEM still worth buying, or are you paying for a story already in the price? First the data. 1Q26 revenue came in at S$116.9 million, up ...

Wilmar F34 today: positive JV news in West Africa (S$15.26B TAM, 50:50 with TGI, closes end-2026). Negative overhang: Indonesia investigation and Supreme Court fine still active. The stock has two very different narratives running in parallel right now. Which one wins determines where F34 goes next.

BRO they guided AI chips up 200% and still got obliterated! The market really said 'that's not good enough' and sent AVGO straight to the shadow realm 💀