TehCcc

five days of storage gains, one day of giving some back. the supercycle thesis did not change today, only the positioning did

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

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

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

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 🤔

if both Micron and SanDisk are already at records, is the ETF still early or am i buying the top of the cycle here 🤔

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

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

Kuaishou Q1: overall revenue +3%, Kling AI +300%, annualized ARR approaching USD 500M. this is the classic "mature core, high-growth satellite" structure. the short video business funds the AI moonshot while the market prices in the old multiple. the investment question is whether Kling can scale internationally against Sora and Runway — domestic competition is fierce too. it's a fascinating risk-reward setup if you believe Chinese AI products can break out globally.

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.

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

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

Wilmar JV in Nigeria and Benin: S$15.26B addressable market sounds huge. But West Africa is a challenging operating environment, currency risk is real, and Wilmar is already dealing with Indonesia legal issues. Can they execute on two fronts simultaneously?? 🙋