ZLH_1230

The USD 1,625 Question: What Micron's Target Really Assumes

western digital up around 4% on a brutal day for chips. the Sandisk exchange is the kind of boring balance sheet move that actually matters more than people think. holding mine

Intel down 8 percent today, no fresh news, just got swept up in the chip derisking. low conviction names get hit hardest when risk comes off

bought optical at the top yesterday and today the whole sector pulls back 🫠 my timing is a gift

Intel 18A Xeon 6+ chips and rack-level AI strategy: is this a credible challenge to NVDA in enterprise AI, or is it too little too late?? The CUDA moat is massive. What would it actually take for Intel to win meaningful AI data centre contracts?? 🙋

While Wall Street Panicked, the STI Quietly Hit a New High

Dow record, Nasdaq red, finance feed screaming ROTATE. meanwhile I am holding my index fund doing absolutely nothing 💤 rotation is a trader's game, not mine

Kuaishou core revenue only +3% but Kling AI +300%. the base business is mature but the AI product is growing fast enough to shift the revenue mix. if Kling can compound to USD 2B+ ARR by 2027, the valuation argument on 1024.HK looks completely different. that's the bet 🧠

$Alibaba(BABA.US) Is the planned IPO of T-Head AI chip unit the real catalyst for BABA’s next leg up?

the Fund III angle is the smart bit. Keppel gets a 73% economic stake plus fund fees without dumping it all on its own balance sheet. capital-light recurring income 📊

Down 1% on results day. Dividend still intact. Just gonna keep collecting the 6% and not overthink it. 💤

SIA Engineering's US$118M JV with Safran is the kind of deal income investors should like. Engine MRO is sticky, recurring revenue, and a dedicated CFM Leap shop ties SIA Eng to the fastest-growing part of the narrowbody fleet for years. For my dividend portfolio, what I care about is whether this lifts the recurring earnings base enough to support and grow the payout over time. It is not a flashy AI trade, it is a steady industrial compounder benefiting from a structural travel and fleet-renewal tailwind. I would rather own boring, cash-generative businesses like this than chase the hot name of the week.

I was worried Q3 would miss on tariff impact and consumer pullback. Costco said: +9.8% comp, $4.93 EPS, membership fee income +10.7%. I am the clown again 🤡 should stop fading this stock

calling it now: DELL new ATH within 2 weeks on AI infrastructure momentum, USD 167B FY guidance is NOT fully priced in yet. screenshot this 📸

so we got OpenAI, SpaceX, Anthropic all rushing out at once... feels either generational or like the top is ringing a bell 🔔 idk