ButterKaya

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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.

SpaceX IPO at $135/share targeting $75B raise. Biggest tech IPO in history. Starlink is a cash machine, the launch business has no real competition, and now they're going commercial. I am buying on day one regardless of what Morningstar says 🚀

DBS expanding its wealth management footprint by 50% across 6 markets sounds ambitious. But HSBC Private Banking, UBS, and Julius Baer already have decades of UHNW client relationships in Asia. Is there enough room for DBS to genuinely win mandates, or is this expansion mostly optics?? 🙋

Iran's denial of any finalized MOU language suggests the deal remains far from complete. People familiar with the talks note the two sides remain divided on the sequencing of sanctions relief and nuclear restrictions. The Hormuz risk premium is back in oil. This weekend matters more than most.

Adding a paid AI subscription tier to Meta isn't just a new product — it's a new business model layer on top of one of the world's largest digital networks. I think of it like Amazon Prime: the subscription deepens engagement, reduces platform churn, and creates a revenue stream that isn't correlated with ad market cycles. As a long-term holder, this is exactly the business evolution I want to see. I'm not adding right after a 4% day, but I'll be watching subscriber figures closely over the next two quarters. This is a real signal.

Micron's entire 2026 HBM4 supply is sold out. Long-term, fixed-price contracts. 🔒

They're only fulfilling 50–65% of key customer demand right now.

Mizuho says there's "no clear line of sight" on when the supply gap closes.

UBS raised target from $535 to $1,625. Argument: AI permanently changed how MU deserves to be valued.

Stock up +19% today. Market cap crosses $1 trillion for the first time. Biggest single-day gain since 2011.

Q2 revenue was +196% year-over-year. EPS +756% year-over-year. ⚡

Three companies make HBM: Micron, SK Hynix, Samsung. Samsung is losing share on yield issues.

The supply chain doesn't lie.

PDD beats tonight. Temu international margin surprise to the upside. I said what I said 🔮

$Keppel(BN4.SG) quietly made a significant strategic pivot this week.The planned M1 sale is off. Instead, Keppel signed a 25-year submarine cable agreement with Telstra International — locking in long-term infrastructure revenue rather than releasing capital from the telco business.I'll be honest: when the M1 sale rumours were circulating, I was watching to see if proceeds would get recycled into higher-yield assets. That didn't happen. But a 25-year cable deal with Telstra isn't nothing — it's predictable, contracted income, which fits the infrastructure thesis Keppel has been building.Not a headline-grabbing move. But steady cash flow over two decades is exactly what a dividend investor should appreciate.I'm not changing my position. Just watching how this develops.

SpaceX IPO at 100x revenue multiple - $1.75-2 trillion. How is the Maths working?

So... I've been reading up on the latest SpaceX valuation buzz, and numbers like $1.75 trillion are actually being thrown around??? It feels like the market is completely split right now. Are we pricing in solid, recurring revenue from Starlink, or are we just buying into the sheer scale of Elon Musk's imagination? Honestly, pricing a space company like a massive tech mega-cap is wild. What's the general consensus here... is this a realistic trajectory or just a massive speculative bubble? Would love to hear your thoughts!

https://www.reuters.com/commentary/breakingviews/spacexs-175-trln-hope-rests-musk-imagination-2026-04-21/