TehCcc

if you want to gamble on the memory bounce, the 2x Micron ETF exists, but understand what today did to it. $Micron Technology (MU.US)$ fell 5.5% so the 2x lost roughly 11% in a single session. leverage on a name already this volatile is a coin flip with extra steps. i'd rather own the underlying and actually sleep at night.

SanDisk back to $2,090 after that monster run. the multi year fixed price contracts are the real story but the chart is stretched. trimmed a bit into strength, not shorting a name with this kind of pricing power though

$Intel (INTC.US)$ reopens today after rolling over hard off the $139 high, sitting around $127. the comeback trade got way ahead of itself and i already trimmed into the strength weeks ago, glad i did. keeping a small starter, not adding until it proves it can base out here. turnaround stories up 200% are where i get cautious, not greedy.

genuine q, if 2026 HBM is fully sold out already, what is the next catalyst that pushes it higher from here, or is it priced in 🤔

GOOGL basically flat while everything else swung wildly. the calmest mega cap on the board lately 💤

SingTel is the dividend anchor of my SG portfolio. does not move much, pays me to wait, and on a day like today that stability feels really nice

Apple's AI Moment Is Renting Google's Brain. Does That Matter?

Broadcom Crashed 15% on a Beat. Is It a Buy?

The question on Zhipu and MiniMax joining the Hang Seng Tech Index: is the pop investable, or just a flow event? The inflow math is real, an estimated US$1.25 to 1.75 billion of passive buying must purchase these names regardless of price. That is a genuine near-term tailwind. But step back to valuation: both are pre-profit AI labs, valued on narrative and revenue potential, not earnings. Index inclusion changes who owns the shares, not what they are worth. My take: trade the flow if you must, but do not confuse a mechanical inclusion bid with a fundamentals call. Not investment advice.

funny detail: $Invesco QQQ Trust(QQQ.US)  was forced to buy SpaceX two days ago and it's already below its debut price at 149. so every index holder now owns a fresh all-time-low position they didn't choose. that's the hidden cost of passive during hype inclusions. i hold QQQ long term and just shrug at these, but it's a reminder index buying isn't always smart buying.

space stocks finally getting institutional love, RKLB into the Nasdaq 100. i hold a small basket of space names and this is the thesis playing out slowly

$Alibaba(BABA.US) Market watching cloud growth — BABA’s Alicloud earnings soon?

AEM Holdings (AWX): the SGX small-cap riding the AI test boom

STI at a Record: A Clear-Eyed Guide for Singapore Investors