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Is the Memory Supercycle Topping, or Is This Dip a Gift?

Nvidia Returns To The Bond Market: Strength Or Tell?

serious question, when memory is this hot and even Apple can't absorb the cost, who actually loses? consumers? or does the whole chain just keep ripping

confession: i bought more $SanDisk (SNDK.US)$ at 2100 this morning during the pump and it closed 2032 🤡 already red on the day trade. this is exactly what chasing a parabola feels like. lesson relearned, i do not add into vertical candles. sitting tight now, not adding a single share more.

WWDC reaction muted, AAPL didn't pop. market wanted in-house AI, got a Gemini partnership instead. still 794 page views, retail watching closely 👀

The Strongest Nvidia Signal This Week Was Not Its Price

The STI breaking 5,100 is less about euphoria and more about flows. With global investors hunting yield and stability, Singapore's bank-heavy index has become a defensive destination. The real question is not whether records keep falling, but whether breadth widens beyond the three banks and Singtel. Until REITs and mid-caps join, this stays a narrow, top-heavy rally, strong but exposed to any rate surprise.

so Broadcom is now lending billions to the same customers who'll buy its chips. genius until one of them can't pay. financializing the AI boom 🤡

Micron Just Printed a Record Quarter and the Whole Memory Shelf is on Fire

Meituan Q1: revenue RMB 91 billion, up 5.6%, above estimates at the headline. But the real story is inside Core Local Commerce: operating loss of RMB 2 billion as marketing costs jumped 51% year on year. That is Douyin forcing Meituan to spend defensively in its own backyard. New Initiatives up 23% is the growth engine, but it does not generate profits yet. The key variable for next quarter is whether marketing spend as a percentage of revenue stabilises or keeps climbing. If it keeps going up, the profitability recovery timeline keeps getting pushed out.