imJanice

The Straits Times Index pushing through 5,100 into record territory is a real milestone. But what does it mean for you as a local investor? The engine The move is led by the heavyweights, the three ba...

suddenly everyone on my feed is a rocket scientist again 🪐

Coherent quietly went from optical nobody to S&P 500 member while I was busy watching the Mag7 🫠 NVDA put 2 billion into it, I put zero. story of my portfolio

SpaceX Nasdaq debut June 12. Ticker SPCX. $135/share. I've been waiting for the chance to own a piece of this company since it launched the first reusable rocket. Day one buyer regardless of valuation debates 🚀

Marvell Technology just surged 32% to an all-time high because Jensen Huang said its name at COMPUTEX. But here is the thing: this is not just a "Jensen mentioned it" trade. MRVL makes the custom AI networking chips that hyperscalers use to connect their GPU clusters. Alphabet, Meta, Amazon are all customers. This is structural AI infrastructure demand. The AI trade just expanded beyond GPUs and memory. Networking is the next layer. 📈

Copper cannot do what AI needs it to do. At 10,000-GPU scale, copper interconnects overheat, create latency, and cap bandwidth. Optical transceivers are the only solution. The AI data centre buildout is not a GPU story alone. Every Blackwell rack, every Vera Rubin deployment, every hyperscaler cluster needs optical modules to function. AAOI is up 488% this year. LITE is up 180%. COHR has doubled. The market is pricing in exactly this reality.

Here is the number that tells you this is structural and not just a trade: Goldman Sachs just raised its 2026 demand forecast for 800G transceivers to 33.5 million units, up 58% from its prior estimate. The global market hits USD 26 billion this year. EML laser supply is completely allocated. You cannot build more optical modules than your laser supply allows. Constrained supply plus exploding demand equals sustained pricing power. This is not a short squeeze. This is a supercycle.

The short-term traders will come and go — AAOI dropped 14% on May 7 before rallying 8% on May 13. That volatility is real. But the structural demand is real too. Ask yourself one question: is AI compute going to need MORE optical bandwidth next year than this year? The answer is obviously yes. That is why I am watching COHR, LITE, and FN for the next pullback entry. 📈

Anthropic confidentially filing an S-1 is significant beyond the IPO itself. The disclosure process requires publishing unit economics on model training and inference at frontier scale. Once that data is public, it becomes the baseline by which every AI lab gets benchmarked. For product builders running on Claude's API, this is clarifying: your infrastructure partner is preparing to operate under public market scrutiny, which shapes pricing discipline and roadmap predictability in ways private labs simply don't face.

NVIDIA N1X confirmed at GTC Taipei. 20-core ARM, 6,144 CUDA cores, 3nm, Blackwell. Launch partners confirmed: Dell XPS, Lenovo Legion 7, Asus ProArt, MSI, Microsoft Surface. 🖥️ Holiday 2026 availability. This is Nvidia's first Windows on ARM play. CUDA moving to the edge is the bigger story.

If Buffett's team sees enough value to pay $6.8B cash for a homebuilder today, that's the strongest possible validator for the US housing demand thesis. TMHC shareholders up big. The supply shortfall in US housing isn't going away and Berkshire just said the quiet part loud 🏦

SGD 15.5B order book, revenue visibility to 2033, pipeline >SGD 28B. Seatrium basically already booked for the next 7 years lah. The turnaround is real 💪

DELL gapped 30% after-hours on that Q1 print. Revenue up 88%, AI server revenue up 757%, USD 51 billion in backlog. The options market was pricing maybe a 10-12% move on this earnings. It got 30%.

Implied volatility on DELL contracts collapsed post-earnings. When IV drops this fast after a gap, dealers who sold puts into the print are buying back exposure. That mechanical bid is part of what's holding the open above the gap. It's not all fundamental conviction.

The real test is whether this holds into the weekly close. AI infrastructure momentum names with 30% gaps tend to grind sideways for a few sessions before the next directional move becomes clear. I'm watching open interest at the next resistance cluster and whether the S&P tech complex follows DELL higher or trades it as a one-stock outlier.

DELL gapped 30% after-hours on that Q1 print. Revenue up 88%, AI server revenue up 757%, USD 51 billion in backlog. The options market was pricing maybe a 10-12% move on this earnings. It got 30%.

Implied volatility on DELL contracts collapsed post-earnings. When IV drops this fast after a gap, dealers who sold puts into the print are buying back exposure. That mechanical bid is part of what's holding the open above the gap. It's not all fundamental conviction.

The real test is whether this holds into the weekly close. AI infrastructure momentum names with 30% gaps tend to grind sideways for a few sessions before the next directional move becomes clear. I'm watching open interest at the next resistance cluster and whether the S&P tech complex follows DELL higher or trades it as a one-stock outlier.

USD 965 billion and still private. If Anthropic IPOs at a trillion-dollar valuation, it will be the largest tech listing since... ever? I need exposure to this and I have zero right now 😤

USD 965 billion and still private. If Anthropic IPOs at a trillion-dollar valuation, it will be the largest tech listing since... ever? I need exposure to this and I have zero right now 😤

MRVL just raised full-year guidance to USD 11.5B and people are still talking about NVDA. Custom silicon plus AI interconnects is the real play here, and it's accelerating every single quarter 🪄

can someone explain whether transaction revenue overtaking ad revenue is actually bullish or bearish? like, does it mean more merchants are converting (good) or that PDD is squeezing ad margins (bad)? I keep reading different takes 🤔

Two of China's biggest consumer platforms drop Q1 2026 results today. PDD Holdings (Nasdaq: PDD) and Kuaishou (HKEX: 1024.HK) are heading into very different earnings fights. Here's what I'm watching ...

OpenAI just committed SGD 300 million to Singapore. First international Applied AI Lab. 200+ local hires.

This is a big deal. Singapore is threading the needle between US and China AI investment perfectly — and tech giants keep choosing it as their regional base.

The real question: is this a genuine R&D hub, or a tax-efficient HQ play with a press release attached? Either way, Singapore wins.

Goldman as lead on SpaceX IPO is a meaningful signal. Goldman doesn't take the lead unless the deal is real and the timeline is shortening. Valuation will be the debate — last secondary transactions put it above $300B. Will retail actually get meaningful allocation? History says no, but the mania around this listing will be something to trade around. 📈

I have held ST Engineering (SGX: S63) for several years as part of my income and compounding strategy, and Q1 2026 results give me no reason to reconsider that position.Group revenue came in at SGD 3....

Trump: US and Iran had “very good and productive talks” over the past two days.

On 23 March local time, Trump posted on Truth Social that “the United States and Iran had very good and productive talks over the past two days.” He also said he has instructed a five-day pause on all military strikes against Iranian power plants and energy infrastructure.

Cannot tahan lah. Witnessed global sell-off this morning, and now we’re on a 🎢 rollercoaster? TACO time again? Will it rebound soon?

$United States Oil Fund LP(USO.US) $Invesco QQQ Trust(QQQ.US) $Proshares UltraPro QQQ(TQQQ.US) $SPDR S&P 500(SPY.US) $S&P 500(.SPX.US) $NASDAQ Composite Index(.IXIC.US) $Dow Jones Industrial Average(.DJI.US) $Gold(IN00380.US) $Silver(IN00270.US)

$Coreweave(CRWV.US) positioning for Q4 earnings tomorrow after close. Street looking for $1.55B revenue and RPO stepping up to $60-65B per Jefferies . Nvidia just dropped $2B equity investment last month and expanded partnership . This is the picks-and-shovels play for AI infrastructure. Added 200 shares at $95. 🚀

The market is treating $Unitedhealth(UNH.US) like a broken insurer, but Optum is the real story here. $1.5B annual AI investment, $1B cost savings target, and we're buying at 15x forward earnings? That's a data company priced like a utility.

$BitMine Immersion Tech(BMNR.US) now holds 4.42M ETH, 3.66% of total supply. Plus $691M cash, $200M Beast stake, $17M ORBS. Total assets $9.6B . Market cap $8.74B . Trading at 0.91x asset value. $19.22. ETH at $1,958. If ETH goes back to $3,000, assets hit $14B. Math is math. 🧮

Whoa, check out the $AMD(AMD.US) options drama yesterday. Total volume 732k contracts, but a whopping 63% were PUTS....