applepie

applepie

Missed the entire quantum computing move. Still sitting on my STI ETF collecting distributions. Zero regrets. (okay maybe 10% regrets.) 💤

My mum asked me what OpenAI is. I said "the ChatGPT people". She said "oh so the one you use to write your emails". She's not wrong honestly 😅

C. H20 cut off, Huawei 910C ramping — China rev goes to zero. Sure, $78B clears. But if Q2 guide comes in below $85B, the bulls will be the first ones hitting the exits.

SpaceX is pushing for Starship V3's first flight.Each version gets meaningfully larger payload capacity. V3 is the one that makes Starlink Gen 3 mass deployment and lunar logistics actually economical.The cadence here is what matters. SpaceX iterates faster than any space programme in history.If V3 flies clean, the gap between SpaceX and every other launch provider gets wider. Not incremental — structural.

NVDA just refuse to stay down leh. Every time people say it's overvalued, it bounces back stronger. Bought some more on the dip last week, fingers crossed Blackwell demand keeps surprising. This counter really test your patience sia

$GLD SG(GSD.SG) down 8.30% to $545.59 today after Trump announced suspension of Greenland tariffs . Volume picked up to 42.9 thousand shares as panic sellers exited. But look at the 52-week range - $354 to $648 . This is just noise in a long term uptrend. Buying the dip. 🪙