绿箭牌2.5元

2Following
1Followers
0Badges
10Likes & Favorites

Intel has rallied close to 12% this month and now trades around $139, a sharp reversal from under $100 in early June. Before anyone decides whether to chase it here, the key question is simple. Is the...

nokia getting hit on the optical pullback. honestly i just hold it for the yield and ignore these AI network swings, the dividend pays me to wait

$Applied Optoelectronics(AAOI.US) is the high beta optical play, so when the optical trade unwinds this one swings the hardest. small position only for me

not touching my NAND exposure. the storage melt up has legs and i am sitting through the volatility 💤

semis at records and the 3x bull ETF doing exactly what it says on the tin. fun on green days, brutal on red ones 🎢

software vs chips drama every single day and i just hold both. why pick a side when AI needs both to work lol 🛋️

not selling my NAND exposure, the shortage has years to run. sitting through the volatility 💤

not touching my position either way. through every cycle holding Tesla has been the move. at peace 💤

still holding INTC for the foundry turnaround optionality. days like today remind you why you wait 💤

still holding INTC for the foundry turnaround optionality. not chasing, not selling 💤

imagine telling 2025 me that INTC would be the foundry comeback story of 2026. wild 😮‍💨

every China headline is either tariffs, blacklist or delisting risk. holding HK tech these days needs a strong stomach lah 🫠

Singtel doing AI initiatives and billion-dollar data-centre deals now, and I am just here collecting my 4%+ dividend watching the boomer telco suddenly get interesting 💤

STI at 5,100 and quietly beating half the world while everyone is glued to US tech 🇸🇬 record highs that still pay you to wait, what is not to like

Dow record, Nasdaq red, everyone yelling rotation. I am not rotating anything, my plan was never built on one green or red day 💤

Fed's Logan says inflation not falling toward 2% and rate hikes may be needed this year. If that actually happens, does the AI sector multiple compress hard?? Most AI stocks are priced on 2-3 year revenue growth, not current earnings. A rate hike changes the discount rate on all of that 🙋

For almost two years, the entire AI story was told through two characters: the GPU and the memory chip. Nvidia got the headlines, Micron got the memory trade, and almost nobody outside the industry could name the company that actually connects thousands of those GPUs into one working brain.

Then at COMPUTEX, Jensen Huang said the name out loud. Marvell. And the stock jumped 32% in a single day.

Here is how I would explain it to a friend who does not follow chips. Imagine a city obsessed with building taller and taller skyscrapers, the GPUs. Marvell is the company quietly laying the high-speed expressways between every building. You do not notice the roads until someone points out that without them, the city is just a row of beautiful, disconnected towers.

What does this mean for us ordinary investors? Two things. First, the AI buildout is wider than the few names everyone already owns. The plumbing has value too. Second, by the time a CEO says your name on stage and the stock is already at an all-time high, the easy part of the story is behind you. The real question is no longer what Marvell does. It is whether the orders keep coming after the applause fades.

N1X specs: 20-core ARM CPU, 6,144 CUDA cores (RTX 5070 class), Blackwell architecture, 3nm, 45-80W. Partners: Dell XPS, Lenovo Legion 7, Asus ProArt, MSI, Microsoft Surface. Holiday 2026 launch. If benchmarks match the specs, Qualcomm's ARM Windows monopoly is over.

+9.8% comparable sales AND +21.5% e-commerce growth in the same quarter. They're winning in physical AND digital simultaneously. most retailers can't even do one of those well. the moat is real 📊

Costco's Q3 2026: A Master Class in Why Business Quality Matters More Than Valuation Timing

I'll be upfront: Costco has never been cheap by traditional valuation metrics. It trades at a significant premium to most retailers. And yet, every time I've looked at selling on valuation grounds, the business has continued compounding in a way that made the timing call feel irrelevant.

Q3 FY2026 reinforced this again. Net sales up 11.6% to USD 69.15 billion. Comparable sales up 9.8%. E-commerce comparable sales up 21.5%. EPS $4.93 versus $4.28 a year ago. Membership renewal rate 92.2% in the US and Canada.

The membership model is the thesis. Costco collects USD 1.37 billion in membership fee income that it essentially treats as pure margin contribution before selling a single product. The retail operation runs at deliberately thin margins; the membership fee is where the business earns its profitability. This means Costco's incentive is always aligned with the customer: keep prices low to retain memberships, not to maximise product margin.

With 41.2 million paid executive members growing at 9.6% YoY, the recurring revenue base keeps expanding independently of any individual quarter's sales performance.

The long-term investor mistake with Costco is spending too much time on whether the P/E ratio looks elevated today. The right question is whether Costco will have more members, higher renewal rates, and more executive tier subscribers in five to ten years than it does today. Every quarter's evidence points to yes. That's why I hold it and don't trade around it.

DELL gapped 30% after-hours and I just stared at my screen lah. USD 51 billion AI server backlog, full-year guidance raised to USD 167 billion. We are so back 🚀 the AI infrastructure trade is just getting started.

OKP just won a S$165M LTA contract for overhead bridge elevators. Their order book is now S$760M through 2031. Isn't this basically a guaranteed revenue stream for the next 5 years?? Why isn't this stock getting more attention?

tracking geopolitics has been a full-time job this year lah. tariffs, then Hormuz, now a ceasefire draft. every time you build a portfolio thesis something on the map shifts. I give up trying to predict and just hold diversified 😮‍💨

This is ABSOLUTELY MASSIVE. Micron Technology just crossed USD 1 trillion market cap today, surging +19%. Biggest single-day gain since 2011. And before you think this is just hype — UBS just raised their price target from USD 535 to USD 1,625. That's a 204% increase in a single price target revision, the highest target on Wall Street, from one of the most respected semiconductor analysts alive. Their argument: "AI has permanently changed how Micron deserves to be valued." 🚨

Here's the data you need to understand why this is different. Micron's Q2 FY2026 revenue was USD 23.9 billion — up 196% year-over-year and 28% ABOVE their own guidance. EPS was USD 12.07, up 756% year-over-year. And CEO Sanjay Mehrotra confirmed that their entire 2026 HBM4 supply is sold out under long-term fixed-price contracts. They are only fulfilling 50 to 65% of customer demand. There is no more product to sell. Every AI data centre buildout in the world is queuing for memory that Micron literally cannot make fast enough.

Q3 guidance is USD 33.5 billion in revenue at 81% gross margins. A year ago these margins were in the mid-30s. When margins go from 35% to 81% in four quarters, that's called pricing power. AMD caught the wave too today, up +7%. The whole AI chip supply chain is moving. If this is the signal you've been waiting for that the memory supercycle is real — this is it. 📈