Vt3

In short meaning when I used to buy let say

USD10 for a return of say in return of 5 durians

NOW I would expect to pay USD10 more return of more than 5 pcs.

UNLESS 5 durians NOW cost less than USD10.

BUT if cost of 5 durians cannot be reduced,

What happens ….

1) Less buyers.

Whether or not the buyers still can afford to pay

USD10 for return of only 5pcs even after costs already costed inside.

Which means the buyers only to realise their

Usage of same value does not equate to the original paying price anymore.

$Sandisk(SNDK.US)

Recently after news about

AI safety

Add

Imposed add 77% new hikes.

Add

Another Oct new hikes, likely increasing

Sub

No other good news is call total bad news…

Therefore, money say USD1 is equal to Buying power of more than 1 but less than ❓⁉️

All selling assets = higher value.

What does investors re assess the

Add higher selling assets there4 must equate to

Add increasing revenues or booked in sales minus lower valuation since buyer power of USD 1 becomes higher.

Shown : fear of buying this stock last few days after news breakout, it is unable and most unlikely to shoot up above USD2000 level unless

Add

Any more good news to cushion over all the bad news.

Whether or not software not affected is still the same, the buying value became higher already.

$SK Hynix(SKHY.US)$NVIDIA(NVDA.US)

Why NVDA’s so hard to go up as compared to many others ?

$SpaceX(SPCX.US)

Never dip much Oso never goes up, post effect after COO …

Pop over to X see any more bad news coming for next week, there will be meeting EM & JH and a few others with their President focus

Heavy about AI

And a new 🇺🇸 website after the entire day discussion.

So let’s wait and see what other key issues likely to influence the investors….

Pause button mode Monday for me👀👂▫️

They want to address AI as Superintelligence AI

AI —> SI🤣

$Akamai Tech(AKAM.US)

Let’s see from here..

$SpaceX(SPCX.US)

Gotta to see how it move as COO shares unlock quite a fair bit, aiming to cash in already!

Do you all think the price will dip further ?

Need to measure from here…

Still have so much shares not yet released…

Am certainly watching to understand about this kind of IPO being my first experience.

👀🔥

$Sandisk(SNDK.US)

POST for 25/9/26

1️⃣ After I sold in Sept, the stock remained influenced by memory and storage industry expectations. Sentiment improved whenever investors anticipated stronger demand for data storage, AI infrastructure, and a recovery in pricing across the memory sector.

2️⃣ I will buy again if the prices softens further because I prefer a better risk to reward entry point.The long term opportunity remains attractive, but a lower price would provide a wider margin of safety and allow room to accumulate more shares.

For the next quarter, the outlook is cautiously positive. If storage demand continues improving and enterprise spending remains healthy, SNDK could benefit. However, the stock may remain volatile as investors closely watch industry demand, pricing trends and overall technology market sentiment.

$Microsoft(MSFT.US)

POST for 24/9/26

1️⃣ After I last sold in Sept, the company continued to report strong cloud and AI driven growth. Azure revenue growth remained robust, AI demand stayed strong and Microsoft highlighted expanding AI infra and growing customer adoption.

2️⃣ I will re enter if the price becomes attractive because the long term business case remains intact. Rather than chasing the stock higher, I prefer to buy with a margin of safety and potentially accumulate more shares over time. I am a user of Microsoft products for many years already and required to use their products almost everyday. I liked their products and also service personally.

3️⃣ For the next quarter, the outlook appears positive, supported by continued cloud growth, AI spending and strong commercial demand.

$Taiwan Semiconductor(TSM.US)

POST for 23/9/26

1️⃣ After my last purchase, the stock continued to benefit from strong AI driven semis demand. TSMC reported record revenue growth, raised its 2026 outlook and continued seeing robust orders for advanced chips used by major AI customers.

2️⃣ I neither added nor sold because the original investment thesis remained intact. The company’s fundamentals stayed strong and there was. No major change to justify increasing risk or exiting the position.

3️⃣ Looking ahead over the next few months, the outlook remains constructive. Continued AI infra spending, strong chip demand, and high factory utilisation support growth, although market volatility, valuation concerns, and geopolitical headlines could create short term swings. Overall, the trend still favors patient long term investors.

Gut in case of Investment is

Refer to Your Price

Sunday’s Motivation :

“Life is not a race to one summit. It’s a journey through many chapters, each with its own success”

IF you could spot me 👇