TehCcc

WDC quietly +4% while everything else bled red today. the underdog memory play. calling 800 before year end before the year is out

SingTel is the dividend anchor of my SG portfolio. does not move much, pays me to wait, and on a day like today that stability feels really nice

space stocks finally getting institutional love, RKLB into the Nasdaq 100. i hold a small basket of space names and this is the thesis playing out slowly

five days of storage gains, one day of giving some back. the supercycle thesis did not change today, only the positioning did

interesting that the China AI name Zhipu (Z.ai) is drawing real attention on the platform. the LLM race is not just a US story anymore 🧠

genuine q, if 2026 HBM is fully sold out already, what is the next catalyst that pushes it higher from here, or is it priced in 🤔

if both Micron and SanDisk are already at records, is the ETF still early or am i buying the top of the cycle here 🤔

if 2026 HBM is fully sold out, what is the actual catalyst left to chase here, isnt that already in the price? asking seriously 🤔

if Micron HBM is sold out then Hynix is in the exact same boat, so is the 2x leverage worth the decay or should i just hold the underlying memory names 🤔

if both Micron and SanDisk are already up huge, is the ETF still early or am i buying near the top of the cycle 🤔

GOOGL basically flat while everything else swung wildly. the calmest mega cap on the board lately 💤

MU and the whole storage group ripping, TSMC hiking prices 15%, the AI capacity crunch is real 👀

red day, green thesis. nothing about today changed what HBM is worth in 12 months 🫡

Apple's WWDC gave us the clearest answer yet on its AI strategy, and the market's muted reaction said a lot. It's worth understanding exactly what was announced and why investors shrugged. What Apple ...

Apple AI reveal = cool demo, cold stock. the supercycle bulls are coping hard rn imo

every memory rally I tell myself I'll trim, every time I hold. this is fine 🐶🔥

The question on Zhipu and MiniMax joining the Hang Seng Tech Index: is the pop investable, or just a flow event? The inflow math is real, an estimated US$1.25 to 1.75 billion of passive buying must purchase these names regardless of price. That is a genuine near-term tailwind. But step back to valuation: both are pre-profit AI labs, valued on narrative and revenue potential, not earnings. Index inclusion changes who owns the shares, not what they are worth. My take: trade the flow if you must, but do not confuse a mechanical inclusion bid with a fundamentals call. Not investment advice.

The Straits Times Index has pushed past 5,100 into record territory. For a market often dismissed as boring, that is a genuine moment. But records are exactly when it pays to slow down and ask what is...

The question everyone is asking: if the numbers were good, why the crash, and is this the entry? According to the data, Q2 AI semiconductor revenue came in at 10.8 billion, up 143% year on year. Q3 guidance puts AI chi...

When people talk about AI plays, they usually mean US names. But one of the best performing AI-linked stocks this year is sitting right here on the SGX. AEM Holdings (SGX:AWX) is up roughly 6x year to...

Wilmar JV in Nigeria and Benin: S$15.26B addressable market sounds huge. But West Africa is a challenging operating environment, currency risk is real, and Wilmar is already dealing with Indonesia legal issues. Can they execute on two fronts simultaneously?? 🙋

YZJ paid US$1.05B cash for 10% of Poseidon Corp. That's a serious chunk of capital. What exactly does Poseidon Corp do?? And does YZJ have enough remaining cash for its existing shipbuilding capex after this deal?? 🙋 genuinely want to understand the strategic rationale

...and that's exactly why I'm keeping some dry powder for Broadcom tonight! If they miss even slightly after this AI rally, everything's gonna get messy real quick 😮‍💨

...and that's exactly why I'm keeping some dry powder for Broadcom tonight! If they miss even slightly after this AI rally, everything's gonna get messy real quick 😮‍💨

DELL just gapped up 30% after a blowout earnings print: AI server revenue up 757%, full-year guidance raised to USD 167 billion. For a trader, this kind of move raises one immediate question: do you chase, or do you wait?

My rule with gap-up earnings trades is simple. I don't chase the open. The first thing I identify is the pre-earnings close, because that becomes the key support reference. If DELL pulls back toward that level over the next few sessions and holds on lower volume, that's a cleaner entry for a trend-following position. A close back through the gap open on heavy volume is a warning that the move is being distributed.

The weekly timeframe is what I'm marking now. A 30% gap that consolidates tight above the breakout level over the next 2-3 weeks is a bullish continuation setup. That's the pattern I want to see before adding size. Risk management matters more in a gap-up than in any other setup, because the emotional pull to chase is strongest exactly when the risk/reward is worst.