applepie

confession: i bought more $Sandisk(SNDK.US) at 2100 this morning during the pump and it closed 2032 🤡 already red on the day trade. this is exactly what chasing a parabola feels like. lesson relearned, i do not add into vertical candles. sitting tight now, not adding a single share more.

held $Sandisk(SNDK.US) through worse than a 10% red day this year already lol. NAND pricing didn't change between yesterday and today. not adding, not trimming, just letting it ride 🤷

After weeks of the memory trade going vertical, Friday finally gave us a red day worth talking about. Micron fell almost 7 percent from its record high, SanDisk pulled back, and Western Digital came a...

I have been watching the memory space for months, and last night Micron finally handed us the number that confirms the thesis. Let me walk through what actually happened and why I think this is bigger...

ocbc up around 18% this year to a record and now jpm downgrades it. classic late cycle analyst move, flag the valuation only after the big run is done. fundamentals are fine, the stock just priced in a lot of good news already

serious question, when memory is this hot and even Apple can't absorb the cost, who actually loses? consumers? or does the whole chain just keep ripping

just DCA my QQQ like every other week, down 1.7 today does not change a thing. time in the market beats timing the market

DRAM etf red with the entire memory complex. if you believe the supercycle this is the lazy way to play it, just expect the swings on days like this

Micron reclaimed USD 1,000 with another 10% move, up roughly 200% this year, while UBS sits on a USD 1,625 target. The bull case is concrete: 2026 HBM capacity is sold out, DRAM and NAND pricing is cl...

Nvidia launched its first bond sale in five years, USD 25 billion across seven tranches, and demand blew past USD 85 billion, more than three times the deal. Proceeds are earmarked mainly for refinanc...

Micron closed Friday near USD 982, up roughly 200% year to date, and UBS just lifted its target to USD 1,625. The bull case is simple to state and hard to dismiss: 2026 HBM capacity is already sold ou...

I want to flag something easy to miss in a SpaceX-dominated week. Nvidia barely budged, closing near USD 205, but Jensen Huang handed the market a real tell by anointing Marvell as a future trillion-d...

+10% is nice but foundry still needs real margins, not just upgrades and headlines. cautious here 👀

$Super Micro Computer(SMCI.US) popped 9% because the market flipped the narrative on the 7B raise from dilution to order fuel. but the real test is conversion: can a thin margin assembler turn a cancellable AI backlog into durable profit? the demand looks real, the execution risk is the whole story. I want to see the margins before I believe the re-rating 🧠

foundry story needs real margins not just headlines. watching, not buying yet 👀

so Broadcom is now lending billions to the same customers who'll buy its chips. genius until one of them can't pay. financializing the AI boom 🤡

WWDC reaction muted, AAPL didn't pop. market wanted in-house AI, got a Gemini partnership instead. still 794 page views, retail watching closely 👀

META quietly along for the tech rebound ride. the AI capex is huge but so is the ad engine funding it 💰

30% weight loss is a game changer but the stock already prices in a lot of perfection imo. great company, scary entry

Google handing 3 million chips to Intel instead of TSMC. somewhere in Hsinchu someone just spat out their bubble tea 🧋👀

Most people will judge WWDC on whether the demos look slick. The more useful lens is what Apple is admitting about its own product strategy. Buy versus build A Gemini-powered Siri is a striking decisi...

The STI breaking 5,100 is less about euphoria and more about flows. With global investors hunting yield and stability, Singapore's bank-heavy index has become a defensive destination. The real question is not whether records keep falling, but whether breadth widens beyond the three banks and Singtel. Until REITs and mid-caps join, this stays a narrow, top-heavy rally, strong but exposed to any rate surprise.

Broadcom's roughly 15% drop on strong numbers is a textbook case of positioning over fundamentals. Implied vol into the print was elevated and dealers were short gamma, so when the report cleared the bar on results but not on the unchanged FY27 target, the unwind was mechanical and fast.

The thing to watch now is whether the VIX (the volatility index) stays bid into tonight's payrolls. If it does, names like this keep gapping on any headline. If volatility cools, the 15% air-pocket becomes the buyable overreaction the dip-buyers are betting on. I am not chasing it either way.

MU reports late June and that is the real test. if HBM pricing and the 2027 capacity guide hold, $1,000 sticks. if pricing softens even a little, this momentum unwinds fast. watching June 29 🎲

Wilmar drops a big West Africa JV and the stock barely budges because everyone is still staring at the Indonesia overhang 🫠 good news just cannot catch a break when there is a legal cloud hanging around