applepie

+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

ARM just went up 16% because NVIDIA confirmed it's using ARM CPU cores in the RTX Spark laptop chip. Here is why this is massive: ARM gets a royalty on every chip, from every company, running its architecture. Apple pays it. Qualcomm pays it. Now NVIDIA laptops pay it. Every AI PC that ships this holiday season is ARM royalty income. The AI era is the best thing that ever happened to this royalty business. 📈

Meituan Q1: revenue RMB 91 billion, up 5.6%, above estimates at the headline. But the real story is inside Core Local Commerce: operating loss of RMB 2 billion as marketing costs jumped 51% year on year. That is Douyin forcing Meituan to spend defensively in its own backyard. New Initiatives up 23% is the growth engine, but it does not generate profits yet. The key variable for next quarter is whether marketing spend as a percentage of revenue stabilises or keeps climbing. If it keeps going up, the profitability recovery timeline keeps getting pushed out.

my dad told me "don't buy shipyard stocks, very cyclical one." Dad, the order book now runs to 2033 sia 🤣 sometimes the boring recovery plays do work lah

I said consumer spending was slowing in Q1. Costco said: USD 69 billion net sales, +11.6% YoY, digital +21.5%. I am the clown 🤡 average bear holder experience tbh

operating margin expansion while growing revenue at 11% is the combination most platforms can't sustain past scale. the transaction-over-ad flip is a quality signal — it means GMV growth is real and monetization is becoming more conversion-linked, not just exposure-linked 🧠

QCOM +4% on a ByteDance chip deal. so we're now rallying on orders from a company the US gov keeps trying to ban. make it make sense 😶‍🌫️

Rubio said "good news within hours." That was days ago. Still waiting bro. 🤣

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.