Vt3

📌🇺🇸 For me, MU is this week’s marquee print. As by now I have already added to my portfolio for whatever term runway. The real test will certainly take some time to prove my thesis is proven to support my choice, am also keen to secure a few other stocks moving in tandem to the latest rate hike’s post market sentiments and new SI’s safety measures. Am expecting new market sentiments towards the up and coming new IPO by Anthropic, depending on its entry price! As the market seems tough but the toughest always get going! Only buy, sell or hold is the only game we are in for 🎲 while buying may be easy, selling is going to be tough and holding is more daunting as per my fave quote!🎢🆙↖️↗️⬇️

🇺🇸 Officially use SI instead of AI by today

$Tesla(TSLA.US)

POST for 30/9/26

1️⃣ After I first bought TSLA at USD431 earlier this year, the stock experienced a meaningful pullback as investors reassessed valuation, growth expectations and the impact of a higher rate environment on risk assets. Despite the weakness, TSLA’s long term themes in EVs, autonomy, AI and energy remained intact.

2️⃣ I added another position on 28/9/26 at USD360 because the lower price provided a better risk reward balance. Rather than chasing momentum, I chose to average into a company I still view as a long term innovator while the market sentiment remains cautious.

3️⃣ Looking ahead over the next few months, the outlook is mixed but constructive. Execution on vehicle demand, AI initiatives and autonomous driving progress could support shares, while valuation sensitivity and macro uncertainly may continue to create volatility. Overall, I see medium term trend as cautiously bullish if growth expectations are met.

$Sandisk(SNDK.US)

1️⃣ After I sold around this price, the stock stayed highly volatile, reflecting both profit taking and ongoing optimism about AI driven memory demand. Analysts remain broadly positive on this stock, with many maintaining buy ratings and targets above current levels.

2️⃣ Despite the recent rate hikes and other macro headwinds, I am still watching how the market responds to its exceptionally high share price.

3️⃣ The business outlook remains strong, but great companies can still become expensive if expectations run too far ahead. I want to see whether buyers continue accepting high valuations in the new rate environment, they often do not return to previous levels, but that does not guarantee a stock cannot face meaningful corrections before moving higher again.

📌🇺🇸 am now having teppanyaki for early lunch while texting this. Last Friday already said Monday to gauge how the market reacts. True enough most AI trades closed at ‼️however I entered a handful of trades. Am not so excited with anymore new 🇺🇸 IPO after SPCX 🤣

Buy. Sell or Hold. No other steps. 🛑

📌 Up more than >10%

Bears focus on cycles. Bulls focus on shortages. Micron is no longer just a memory cycle story. Severe DRAM shortages, accelerating server demand, and HBM4 creates a second growth engine, its adoption could drive earnings upgrades, making >10% post earnings rally entirely achievable as market not fully pricing 2027 strength.

$Sandisk(SNDK.US)

Oh baby you too will be falling down 🎢

$NVIDIA(NVDA.US)

🇺🇸🇨🇳💪

$Meta Platforms(META.US)

Oh baby you are falling down🤭🕶️🤪

$SpaceX(SPCX.US)

Launching anytime now

Nobody cares only care for your 🤣🤣🤣$Micron Tech(MU.US)

🇺🇸 🚀🚀🚀🧨

$Meta Platforms(META.US)

1️⃣ I bought because it is my first time buying this stock, its AI investments were translating into stronger advertising efficiency, user engagement, and earnings growth. The company remained a leader in digital advertising with multiple growth drivers across AI, WhatsApp and business messing.

2️⃣ For now, I would consider buying again if the share price pulls back to offer a better risk reward entry.

3️⃣ Outlook for Meta’s trend remains positive, supported by AI driven revenue growth and strong cash flow. However, gains may be more dependent on earnings execution, AI monetization progress, and overall market sentiment, making pullbacks possible despite a constructive medium term outlook.$Meta Platforms(META.US)

📌🇺🇸👀Higher rates challenge valuations, AI demand survives; easy money fades, selective investing returns.

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🤣

📌1️⃣ Long yields surged, therefore, repricing all assets as money became more expensive. Higher rates mean higher costs and lower valuations.

$Akamai Tech(AKAM.US)

Let’s see from here..