Fantastic

Meta rallied about 4.7% today after Zuckerberg pushed back hard on the "AI is overbuilt" narrative. A leaked internal memo showed plans to nearly double compute capacity to 14 gigawatts next year, wit...

while US tech had a meltdown week, $Dominion Energy(D.US)05.SG$ and the other two local banks all printed fresh record highs. STI holding near 5,340. this is the boring-is-beautiful thesis working exactly as designed. i've held DBS since the low 60s and i'm not selling a lot. the next leg is S-REITs at 0.9x book and 6.2% yield if rates finally ease, watching that closely.

while US chips got wrecked, STI closed at a fresh record 5,342 and $Dominion Energy(D.US)05.SG$ is right at the heart of it. this is the whole "boring is beautiful" thesis paying off, banks and REITs doing quiet defensive compounding while the AI trade wobbles. i've held DBS since the low 60s for exactly days like today. not selling a single lot, this is my ballast.

if you hold $Invesco QQQ Trust (QQQ.US)$ you woke up today with a SpaceX position whether you wanted one or not. QQQ has to buy about $4.3 billion of SPCX today, it does not have a choice. that is the single biggest single-day forced rebalancing event QQQ has had in years. UGC discussion around QQQ is actually at a record high this week for a reason.

SingTel keeps quietly doing its thing, decent trading and chatter on SGX friday while US markets were shut. i hold it for the ~5% yield and the Nxera data-centre optionality, not for fireworks. boring dividend telco in a week full of chip drama is honestly a nice place to hide. holding, collecting, not touching it.

$Apple(AAPL.US) the one green name in a sea of red chips today, up 4.8% while everyone else bled. the foldable iPhone build target got bumped to 10M units from 7-8M, that's a real product cycle not a rumor. i've been early and bored holding this for months, days like today are exactly why. still my biggest core, adding nothing, just letting it work.

$Meta Platforms(META.US) popping almost 10% on the plan to rent out spare AI compute is the smartest pivot i've seen this year. they were already spending tens of billions on GPUs with no direct payback beyond the apps. now that capex line turns into a revenue stream, using infrastructure they were building anyway. that's how a cost center quietly becomes a business.

Michael Burry just disclosed fresh shorts on Nvidia near 198, Tesla near 416, Applied Materials and the semiconductor ETF, and called the AI rally a bubble. The financial media loves this story. As so...

I have owned $NVIDIA(NVDA.US) for years now and it has quietly become the largest position in my portfolio. At a 4.6 trillion dollar market cap, with the stock leading another tech melt up, the hone...

Alphabet joining the Dow today is a bigger deal than people think, index funds have to buy it now. plus it's the cheapest of the Mag 7 on earnings. been adding through the AI talent drama, the moat is more than a few researchers 💪

Stifel keeping Microsoft at $400 even through all the cost noise. The cloud and Copilot moat isn't going anywhere, and they have the balance sheet to absorb memory inflation better than anyone in the group. still my biggest core hold.

This is massive. You need to understand what just happened with Intel, because two weeks ago this stock was under $100 and left for dead, and now it is sitting around $139, up almost 12% on the month....

the s&p 500 quietly turning into a semiconductor etf with a few soup companies still hanging on. marvell in, campbell's out, peak 2026 energy 😂

held through the run up so im holding through this. optical interconnect is a multi year story, one red day does not end it. not adding yet though

On a day the entire semiconductor complex got sold, Western Digital closed up over 4%. When one name goes green while its whole sector bleeds, that is not random, it is a signal worth understanding. W...

NVDA only down about 1% while the rest of the chip space got wrecked. relative strength on an ugly day, the leader holds up better as usual

is the SaaSpocalypse already over? MSFT bouncing hard off the lows tells me the AI eats software panic was way too aggressive 🤔

Salesforce down 30, Workday down 33, but these are profitable cash machines not zeros. half of me wants to buy the fear, half says wait for the real bottom 🤔

$Oracle(ORCL.US) flat at 184, finally stabilising after the post earnings drop got fully digested. the cloud backlog story is still intact even if the stock got ahead of itself 🤔

is the SaaSpocalypse overdone though? Microsoft is still a cash machine printing Azure and Copilot growth, trading below its 15 year average multiple. tempted to buy the fear here 🤔

Witness history!

$Marvell Tech(MRVL.US) up 11% with the group, and now Adobe's CFO is joining as CFO. talent following the AI silicon money 🧠

AVGO still getting attention after that 35B AI financing platform. the picks-and-shovels guy became the bank 🏦

NVDA most traded and most posted name on the whole board, still. king stays king even on a red day 👑