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 💪🚀

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

down 8 with no headline, classic INTC. i keep a tiny tracker position and just watch, the foundry story is the only thing that matters long term and that takes years

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. 😭

$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

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.

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

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

Why is ASML not ripping harder after earnings?

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

memory has always been the most brutal boom-bust sector. with DRAM and NAND sold out and prices up 50%+, is this time actually different or are we just early in the same old cycle that always ends in a glut 🙋

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

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

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

AMD rallies hard with semiconductor sector momentum.