定D来

SpaceX prices tonight, lists tomorrow. $250B in subscriptions. Middle East sovereign funds buying even while their region is literally at war. Sometimes conviction transcends geopolitics. I'm in 💪🚀

Intel down again with the chips but Lip-Bu Tan is up like 500% since taking over, market clearly believes the foundry turnaround story. still a show me stock for me, holding a starter and watching 18A news.

down on good news because money rotated to SPCX. not catching it until the SpaceX euphoria cools a bit more 🫳

Alphabet raising $80 billion through equity deserves careful thought. The company generates strong free cash flow and holds substantial cash reserves, so tapping external equity at this scale signals that frontier AI infrastructure costs genuinely exceed what organic generation can comfortably fund at speed. Whether that capital commitment produces proportional returns depends on execution and competitive dynamics that are genuinely uncertain right now. The stock falling is one market's immediate read on dilution risk. Whether that read is correct plays out over years, not sessions.

$Coreweave(CRWV.US) beware of insider selling again ....

$Trump Media & Tech(DJT.US) The ultimate sentiment stock. In a market driven by fear and his policies, volatility will be extreme. Uninvestable, but tradable

Sold my XOM the moment Trump said deal "largely negotiated." Then he says it's not done 18 hours later. Now I'm watching oil bounce from the sidelines. Every time. 😭

$DBS(D05.SG)  holding up while US tech bleeds. this is exactly why I keep SG banks as ballast lah 💪

Why is ASML not ripping harder after earnings?

$Circle(CRCL.US) can't hold on anymore, this is getting worse😫

MAS monitoring, data coming in soft. Nothing I can do about macro. Just stay invested and let it sort itself out 💤

$Coinbase(COIN.US) Competitive landscape is tough, but their brand and integrated services (staking, custody) are a moat

Biotech's -3% Session: A Reminder About Binary Risk in Healthcare Investing

blacklist doesn't auto-sanction but it scares US funds off. BABA back near the lows, value trap or gift?? I genuinely can't tell anymore

market hit a record and somehow it still feels like something is breaking under the hood 😏