ButterKaya

everyone hyping the Nasdaq 100 inclusion but $SpaceX(SPCX.US) already ran from 150 to 225 and back. passive flows are real but a lot of it might be priced in already. holding my small position, not adding into the event

STI sitting near its all time high and the three local banks still holding up. DBS at $65.43, dividend yield still decent, this is my CPF style hold. boring blue chips but they let me sleep at night lah

micron above $1,200 two days before earnings, sk hynix about to IPO at over a trillion, memory chips basically the new gold lah. who said boring commodity stocks dont moon. we are so back

JP Morgan downgraded OCBC, trimmed its DBS price target, and raised SGX. As someone who holds two of the three local banks, I read it carefully and then mostly shrugged. Here is why. What JP Morgan ac...

sold my SNDK at 1500 feeling like a genius. it's 2000 now. this is fine 🐶🔥

the WDC Sandisk swap basically buys back its own stock by exchanging the Sandisk shares it holds. fewer shares floating around is structurally bullish. underrated move imo

holding DRAM instead of picking one memory name. down with the group today but id rather own the whole basket than guess which chip wins the cycle

not buying, not selling, just enjoying the show. let the dust settle and the lockups clear before i even think about it 🛋️

not chasing the first green candle. thin float can gap to a price that has nothing to do with the business. let the opening cross settle, find a real range, then decide 🛋️

holding my $Microsoft(MSFT.US) through all this noise. Azure and Copilot still growing, i am not selling a quality compounder on a vibe 💤

funny seeing MSFT red while the whole market is green. that's rotation, not weakness 🤷

$Applied Optoelectronics(AAOI.US) getting whacked with the whole optical group on the CPO delay scare. but NVDA's networking team literally said no delays, so this feels overdone 🤔

MSFT held up better than the whole AI hardware group. owning the platform beats owning the picks sometimes 📊

Keppel just locked land in Ansan Korea for a 60MW AI-ready data center, live by 2030. quietly turning into a regional DC play 🇸🇬

not touching my TSLA. robotaxi optionality is free upside, I just wait 💤

SpaceX subscriptions hit $250 billion. That's 4x the $75 billion raise target. The demand signal from institutional investors is one of the clearest I've ever seen for an IPO. Pricing tomorrow, listing Friday. I am ready 🚀

SpaceX subscriptions hit $250 billion. That's 4x the $75 billion raise target. The demand signal from institutional investors is one of the clearest I've ever seen for an IPO. Pricing tomorrow, listing Friday. I am ready 🚀

GOOGL interesting angle today, its Gemini model now powers Apple's new Siri AND Google booked Intel foundry capacity. quietly everywhere 👀

my new year resolution failed but LLY shareholders are the ones actually losing weight (off their worries) 😂

another mega IPO I will probably get three whole shares of at the open 🫠 the allocation lottery never favors the small guy lah

STI at records, my bank shares green, dividends still coming, CPF still ticking 💤 not doing anything, this is the SG way

NASA ETF pulled in 2 billion in May and I own exactly zero of any of it 🫠

Fabrinet building a 2M sq ft plant for +50% capacity tells you they see the 1.6T wave coming. calling it, optical names keep running until the EML shortage actually eases, and that is not before 2027 🔭

SPCX opens June 12 and immediately trades above $135. First-day pop of at least 15% driven by pure retail FOMO. Morningstar fair value opinion will not stop anyone from buying. Elon brand alone carries it. Screenshot this 🧠

Broadcom closes at an all-time high of USD 481.57 and walks straight into a Q2 earnings print tonight. The options market has priced an implied move of approximately 8% in either direction. At this price level, that is roughly a USD 38 point swing. Dealers carrying significant gamma exposure into this event have been adjusting hedges all day.

The setup going in is constructive: AI revenue consensus of USD 10.7 billion is up 140% year-on-year, backlog is USD 73 billion, and the buy-side bar appears to have been set closer to USD 11-12 billion than the official consensus, meaning the stock needs to beat on AI revenue meaningfully to produce a sustained move higher rather than a sell-the-news response. A clean beat with raised guidance would likely trigger another squeeze. An in-line print with cautious commentary on hyperscaler capex timing could see the stock fade 5-10% despite technically meeting the reported number.

The VIX (volatility index) term structure for the semiconductor sector has been volatile this week with the MRVL surge and HPE rally both generating significant gamma events. AVGO's print tonight is the largest single-event options exposure in the semiconductor space this week. I will be watching the after-hours reaction closely.