Jessy_0723

Alphabet just sitting there around 348 doing nothing exciting, which honestly I'm fine with after this week 🫡

SMCI is the stock that either doubles or halves, never just sits there. up 9% today, ask me again tomorrow 🎰

DBS still grinding to records while it launches digital gold. boring bank quietly innovating, I like it 🏦

world on fire and DBS just keeps collecting interest and paying dividends. boring but I sleep well 💤

largest private financing ever, 35B, just to build AI compute for Anthropic. does this make AVGO a buy or is the whole AI capex thing getting circular? 🤔

INTC small position, holding for the foundry optionality. not chasing, not selling 💤

tariff noise comes and goes. DBS still pays my dividend every quarter, not selling my local banks over a July hearing 💤🏦

Broadcom AI revenue still doubled, market just wanted more. classic "great quarter not good enough" setup 🫠

every AI cluster needs Marvell's interconnect whether they admit it or not. MRVL quietly mission critical 🔌

waiting for SpaceX day 1 then deciding. not FOMOing into the hype open, learned that lesson with CRCL 🥲

A quick reminder as SpaceX prices this week. An IPO price is set to sell shares, not to be a bargain for you. At roughly USD 1.75 trillion, you would be paying about twice one credible fair-value estimate on day one. That does not make it a bad company, it is an extraordinary one. It does mean your return depends heavily on execution that has not happened yet, like Starlink and Starship economics. The lesson is simple: separate your admiration for the business from the price you are asked to pay, and size any first-day position knowing IPOs are volatile by design.

STI at record highs is great for my bank holdings, but as a dividend investor I am watching the REITs, not the index. Many S-REITs are still well off their highs while the banks run. If the bull is real and rates ease, those laggard REITs are where the catch-up income trade sits. For now I hold my bank dividends and top up quality REITs on weakness.

honest question, are you actually rotating or just talking about it? I am tempted to trim some tech winners into financials and dividend names but every time I sell growth early I regret it 🙋 what is your trigger to actually switch?

A quick reminder on memory, because the numbers right now are eye watering. DRAM and NAND prices are up well over 50%, and the stocks have followed. Here is the thing every investor should keep in mind: memory is a commodity, and commodities are cyclical. High prices cure high prices, because they eventually pull in more supply.

What is genuinely different this time is that a big chunk of demand, high bandwidth memory for AI, is locked up on long term contracts rather than sold on the spot market. That should make the cycle smoother than past ones. Should, not will. The lesson is not to avoid the sector, it is to size it knowing that the most dangerous moment in any commodity is when it feels like the price can only go up.

Most people will debate the SpaceX IPO as a stock. I think that misses the point. The more useful question is what the USD 1.75 trillion price tag asks you to believe about the business. Here is the s...

Broadcom reports Q2 FY2026 results tonight after the close. The street is looking for revenue of approximately USD 22 billion, up 47% year-on-year, and AI semiconductor revenue of USD 10.7 billion, up...

I look at Coherent and see a business with a book-to-bill ratio above 4:1, co-developing CPO with Nvidia, and operating in a market where EML laser supply is fully allocated. The structural demand from AI compute is not going away. What I'm thinking through now is whether COHR at 112% YTD still offers the compounding potential I need for a meaningful position, versus sizing it smaller and waiting for the next sector pullback. Still constructive on the thesis. Working through the entry.

Micron crossing $1,000 is a milestone worth acknowledging. I hold MU because memory is a structural chokepoint in the AI infrastructure stack. Every GPU rack needs HBM, supply is constrained, and the two dominant suppliers have limited near-term competition. The thesis hasn't changed. What I'm watching now is whether gross margins hold as new capacity comes online. Still holding. Not trimming.

Order book SGD 15.5B + pipeline >SGD 28B = SGD 43.5B of near-term addressable work. Even winning 30-40% of that pipeline converts to multi-year order book expansion. At current stock price that's not priced in yet.

CLAS divesting Robertson House at 4% above book value and recycling S$341M into higher-yield assets. That's exactly what a well-run REIT should do. Not exciting news but this is how you compound quietly. Holding 💎

Marvell finished up 3.5% after-hours following the Q1 print. Revenue USD 2.418 billion, non-GAAP EPS USD 0.80 against a USD 0.75 estimate. The beat is real, but the options market is the more interesting read right now.

Implied volatility will compress hard into the open. That's the standard post-earnings vanna unwind — the hedges get unwound, dealers buy back delta, and you get the mechanical drift higher. The question is whether there's genuine buying behind it or just gamma cleanup. USD 2.7 billion Q2 guidance implies 35% year-over-year growth. If that number holds, there's a path to re-rating. If it doesn't, the unwind gets ugly fast.

Watch the USD 90 level as near-term support. Those views can change at a moment's notice when the market changes.

Two property transactions caught my attention this week, both with UOB (SGX: U11) as the seller.The first: Singapore Land Group (SGX: U06) acquired UOB's stake in Novena Square Development and Novena ...

Stock has been volatile but liquidity is insane for BMNR — we’re talking among the most traded US names by dollar volume.