applepie

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

ARM just went up 16% because NVIDIA confirmed it's using ARM CPU cores in the RTX Spark laptop chip. Here is why this is massive: ARM gets a royalty on every chip, from every company, running its architecture. Apple pays it. Qualcomm pays it. Now NVIDIA laptops pay it. Every AI PC that ships this holiday season is ARM royalty income. The AI era is the best thing that ever happened to this royalty business. 📈

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 🤡

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.

Google handing 3 million chips to Intel instead of TSMC. somewhere in Hsinchu someone just spat out their bubble tea 🧋👀

my dad told me "don't buy shipyard stocks, very cyclical one." Dad, the order book now runs to 2033 sia 🤣 sometimes the boring recovery plays do work lah

Wilmar drops a big West Africa JV and the stock barely budges because everyone is still staring at the Indonesia overhang 🫠 good news just cannot catch a break when there is a legal cloud hanging around

$GLD SG(GSD.SG)  down 8.30% to $545.59 today after Trump announced suspension of Greenland tariffs . Volume picked up to 42.9 thousand shares as panic sellers exited. But look at the 52-week range - $354 to $648 . This is just noise in a long term uptrend. Buying the dip. 🪙

I said consumer spending was slowing in Q1. Costco said: USD 69 billion net sales, +11.6% YoY, digital +21.5%. I am the clown 🤡 average bear holder experience tbh

Rubio said "good news within hours." That was days ago. Still waiting bro. 🤣

SpaceX is pushing for Starship V3's first flight.Each version gets meaningfully larger payload capacity. V3 is the one that makes Starlink Gen 3 mass deployment and lunar logistics actually economical.The cadence here is what matters. SpaceX iterates faster than any space programme in history.If V3 flies clean, the gap between SpaceX and every other launch provider gets wider. Not incremental — structural.