ButterKaya

reminder $SpaceX (SPCX.US)$ was 225 at the June high and it's back around 164 now. the index inclusion is real but a lot of the passive buying might already be in the price. keeping my position small and not chasing the event, anyone actually adding here?

STI sitting near its all time high and the three local banks still holding up. DBS at $65.43, dividend yield still decent, this is my CPF style hold. boring blue chips but they let me sleep at night lah

holding my $Microsoft (MSFT.US)$ through all this noise. Azure and Copilot still growing, i am not selling a quality compounder on a vibe 💤

SpaceX subscriptions hit $250 billion. That's 4x the $75 billion raise target. The demand signal from institutional investors is one of the clearest I've ever seen for an IPO. Pricing tomorrow, listing Friday. I am ready 🚀

not touching my TSLA. robotaxi optionality is free upside, I just wait 💤

Keppel just locked land in Ansan Korea for a 60MW AI-ready data center, live by 2030. quietly turning into a regional DC play 🇸🇬

micron above $1,200 two days before earnings, sk hynix about to IPO at over a trillion, memory chips basically the new gold lah. who said boring commodity stocks dont moon. we are so back

sold my SNDK at 1500 feeling like a genius. it's 2000 now. this is fine 🐶🔥

JP Morgan Just Cooled on OCBC and DBS. Should Singapore Investors Care?

$Applied Optoelectronics (AAOI.US)$ getting whacked with the whole optical group on the CPO delay scare. but NVDA's networking team literally said no delays, so this feels overdone 🤔

Adding a paid AI subscription tier to Meta isn't just a new product — it's a new business model layer on top of one of the world's largest digital networks. I think of it like Amazon Prime: the subscription deepens engagement, reduces platform churn, and creates a revenue stream that isn't correlated with ad market cycles. As a long-term holder, this is exactly the business evolution I want to see. I'm not adding right after a 4% day, but I'll be watching subscriber figures closely over the next two quarters. This is a real signal.

DBS expanding its wealth management footprint by 50% across 6 markets sounds ambitious. But HSBC Private Banking, UBS, and Julius Baer already have decades of UHNW client relationships in Asia. Is there enough room for DBS to genuinely win mandates, or is this expansion mostly optics?? 🙋

Fabrinet building a 2M sq ft plant for +50% capacity tells you they see the 1.6T wave coming. calling it, optical names keep running until the EML shortage actually eases, and that is not before 2027 🔭

GOOGL interesting angle today, its Gemini model now powers Apple's new Siri AND Google booked Intel foundry capacity. quietly everywhere 👀

Broadcom closes at an all-time high of USD 481.57 and walks straight into a Q2 earnings print tonight. The options market has priced an implied move of approximately 8% in either direction. At this price level, that is roughly a USD 38 point swing. Dealers carrying significant gamma exposure into this event have been adjusting hedges all day. The setup going in is constructive: AI revenue consensus of USD 10.7 billion is up 140% year-on-year, backlog is USD 73 billion, and the buy-side bar appears to have been set closer to USD 11-12 billion than the official consensus, meaning the stock needs to beat on AI revenue meaningfully to produce a sustained move higher rather than a sell-the-news response. A clean beat with raised guidance would likely trigger another squeeze. An in-line print with cautious commentary on hyperscaler capex timing could see the stock fade 5-10% despite technically meeting the reported number. The VIX (volatility index) term structure for the semiconductor sector has been volatile this week with the MRVL surge and HPE rally both generating significant gamma events. AVGO's print tonight is the largest single-event options exposure in the semiconductor space this week. I will be watching the after-hours reaction closely.