Yqh

if you missed the SpaceX IPO allocation, SPCH is how people are chasing it now. leveraged though, so size it small and know what you hold

late in a monster year and a Fed week ahead, i hold my QQQ core but i am not chasing a record close 🫡

after a 127% run a little giveback is healthy, not scary. the AI optical orders are real and the targets keep rising 🤷

calling it, retrace toward the 150s once the index inclusion buying fades and price discovery actually kicks in 📸

screenshot this, half the SaaS doomsday calls will look silly in a year. the good ones adapt and sell the AI themselves 📸

calling a bounce once SpaceX euphoria cools and people remember Rocket Lab is the only other real launch player. patience 🏹

calling it now, retrace toward the 135 IPO price within a couple of weeks once the allocation frenzy clears and the index buying fades 📸

Every time the chip group has a huge up day, the question floods in: are we back? With Micron I have learned to answer by watching where the money and attention actually went, not by how loud the time...

not worried about one red day on MSFT. Azure plus Copilot plus the platform moat, I hold and ignore the noise 💪

Every time the chip group has a red day, the same question floods in: is this the top for Micron? I have learned to answer that by looking at where the money actually went, not at how loud the comment...

the underrated part of Keppel's Korea move: power approvals already secured. power is THE bottleneck for AI data centers now, not land 👀

red day for memory and my portfolio looking like 📉 but the thesis intact so I'm looking like 😎

AAOI -14%, LITE -8%, COHR -11%, whole optical group hit on the CPO rollout delay report. if NVDA's pushback is right this is an overreaction 👀

is it actually bearish that Apple uses Gemini, or smart that they didn't waste billions building their own?? genuine question

SNDK +4.6%, the only pure NAND name left after the spin-off. if storage is the trade there's nowhere else to hide 💰

with Zhipu and MiniMax joining HSTECH, is this the real start of HK tech catching up to US AI, or just a flow-driven pop around two names that do not make money yet?? 🙋

135 for SpaceX at a 1.75 trillion valuation when Morningstar pegs fair value near half that. do you subscribe to the IPO anyway for the long-term story, or wait for the dust and lockup to clear?? 🙋 genuinely torn

if layoffs are rising and small biz hiring is at a 2020 low, how is the Dow at a record?? what am I missing 🙋

if NVDA locked up Lumentum and Coherent EML supply with a $4B commitment till 2027, what happens to the smaller optical names that cannot get lasers? does the shortage make them winners too or just leave them stranded 🙋

INTC +4.43% on 18A process + Xeon 6+ AI reveal. Intel's 18A is their most advanced node, competitive with TSMC 3nm. If the 18A yield ramp succeeds, it breaks the narrative that Intel can't compete on leading-edge silicon anymore. One chip reveal doesn't change everything. But it changes the probability distribution.

If Morningstar says SpaceX is already trading below half its IPO target in secondary markets... does that mean retail investors are getting a bad deal at $135/share?? Or is secondary market pricing just illiquid and not accurate?? 🙋 someone who understands pre-IPO pricing please explain this to me

I held my Meituan position into the Q1 2026 earnings. Here is my honest take after reading through the results.

The revenue number was fine: RMB 91 billion, up 5.6% year-on-year, beating the estimate of RMB 90.79 billion. If I only looked at the top line, I would feel comfortable. The story is in the segments.

Core Local Commerce, which is the profitable heart of the business, swung to an operating loss of RMB 2 billion. Marketing expenses jumped 51.1% to RMB 23 billion. That is Meituan spending defensively because Douyin is genuinely competing for the same restaurant-discovery and local-services customers. I do not think this is a temporary blip. Douyin has deep pockets, a massive user base, and a video-first discovery experience that is genuinely better for certain use cases.

New Initiatives, which includes international expansion and on-demand retail, grew 23% year-on-year. That is the future growth engine. But it is not profitable yet. The model is paying for future growth by sacrificing today's core margins. That is a reasonable bet if the core eventually stabilises. The concern is that the marketing war with Douyin does not stabilise, and both the marketing line and the New Initiatives losses compound simultaneously.

My current thinking: I am not adding at current levels. The Hong Kong listing (3690.HK) has held up reasonably well given the earnings quality, but I want to see at least one quarter where core local commerce marketing spend as a percentage of revenue stops accelerating before I size up. The delivery infrastructure moat is real. The Douyin threat is also real. I am holding what I have, watching the Q2 marketing numbers very carefully, and not committing more capital until the competitive picture clarifies.

Meituan core local commerce swung to an operating LOSS in Q1 while marketing spend jumped 51%. Douyin is genuinely eating their lunch in restaurant discovery and local services. This is not a temporary comp issue 😤 it looks structural.

has anyone actually tried cancelling their Costco membership?? I want to know what happens lah. 92.2% renewal rate suggests nobody ever finds out 😂

The headline numbers are hard to argue with. Revenue of USD 2.418 billion, up 28% year-over-year. Q2 guidance at USD 2.7 billion, implying 35% growth. Full-year outlook raised to USD 11.5 billion. By ...