tehoicelimau

funny how quite a few people in the sg chats are holding the 2x sk hynix product on hkex and nobody wants to bring it up. i have been in since the korea selloff and it is down a lot. leveraged wrapper on a memory tape means your entry timing matters more than your thesis lah. not adding, not cutting, just letting it sit

kopi uncle thesis still undefeated, buy the three banks collect the dividend and go back to sleep. jpm can downgrade all they want, the payout still lands in my account every quarter. at peace lah $DBS.SG$

Musk on the Beijing delegation is a meaningful strategy signal. Tesla's China business has been navigating regulatory complexity for years — FSD data localisation, sales licensing, manufacturing incentives. Direct presidential-level visits historically unlock specific commercial outcomes (vehicle approvals, data permissions, factory permits). PM lesson: when senior executives accompany state visits, watch the joint deliverables list — that's usually where the actionable items live, not in the headlines

$SPDR Gold Shares(GLD.US) AUM now $149B from $84B a year ago . That's $65B inflow in 12 months. Central banks and retail both piling in as dollar hegemony concerns grow.

$Trump Media & Tech(DJT.US) bouncing 2.45% today to $10.89 after hitting all-time low $9.89 yesterday. Finally some green after bleeding 25% this month. TAE fusion merger still on track for mid-2026 - that's the real value here, not Truth Social. Trading at 0.3x sales while tech peers at 5x. Contrarian play but need patience. 🧪

$Netflix(NFLX.US) price action feels like strong fundamentals but macro and deal noise suppress momentum. Maybe accumulation phase.

My observation is that $BitMine Immersion Tech(BMNR.US) seems to be a combination of crypto and equity engineering; it's not essentially a traditional company, but rather an ETH accumulation vehicle. The advantage is high upside potential, but the downside is that the lack of transparency in equity expansion might make some investors uncomfortable 😬

The release of US economic data has shifted due to a brief government shutdown. The non-farm payroll report, delayed to Feb 11, will now come out around the same time as CPI inflation figures—a rare overlap likely to increase market uncertainty.

Market expectations for January job additions range from 60,000 to 80,000. A lower-than-expected number could revive talks of rate cuts. Meanwhile, seasonal price movements in early-year consumption and services will be closely watched.

A combination of weak employment and persistent inflation could weigh heavily on sentiment.What’s your take on this clustered data release? How might the Fed respond? Share your insights and strategies below!

$Trump Media & Tech(DJT.US) Hard to trust any long-term story here.

I'm considering buying $Oracle(ORCL.US) shares below 140. However, I feel its risk exposure is still quite high.

$Trump Media & Tech(DJT.US) what's your average price for this wonderful piece of masterpiece guys?

$Circle(CRCL.US) This stock is suitable for the following operation at this stage: buy after hours, sell pre-market, and do nothing during the session. I've tested it for a few days, and the success rate is high

$Oracle(ORCL.US) No need to say more, any expectation of it is delusional

$BitMine Immersion Tech(BMNR.US) the "GENIUS Act" and regulatory clarity could be a massive tailwind

$Alibaba(BABA.US) 200 is the major trend, with AI models leading domestically, developing its own GPU

$Oracle(ORCL.US) Larry Ellison's big bets have a history of paying off, but this AI infrastructure gamble is his riskiest yet

$Circle(CRCL.US) Business model is stable (yield on reserves), but growth is entirely politics-dependent. Valuation is capped.

$Intel(INTC.US) Their turnaround hinges on becoming a foundry for others. Partnerships like the Alibaba Cloud one are about showing relevance in the modern cloud stack.

$AMD(AMD.US) Riding the sector momentum with NVDA and TSM. The whole AI tide lifts this boat too.

$Unitedhealth(UNH.US) Because people need healthcare in good times and bad. It's not a cyclical growth story, it's a steady compounder

$Circle(CRCL.US) hope it doesn't plummet in the latter half of the night🙏