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03-26
It is a huge story, but I would treat it as very exciting, not yet fully certain. Reuters reported yesterday that SpaceX is aiming to file its IPO prospectus later this week or next week, citing The Information. Reuters also reported earlier that SpaceX had been weighing a confidential filing that could value it at more than US$1.75 trillion, with the xAI acquisition having lifted the combined valuation to about US$1.25 trillion already. If the IPO really targets US$75 billion, that would indeed exceed Saudi Aramco’s record IPO size by a very wide margin. Several outlets are reporting that range, but it still appears to be based on reporting and unnamed sources rather than a filed prospectus that investors can read today. My view: At US$1.75 trillion, I would not “blindly join”
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03-26
This is actually a very important debate for the entire AI semiconductor supply chain, not just memory stocks like Micron Technology, SanDisk, Western Digital, and Seagate Technology. The key question is simple but very powerful: > Does AI efficiency reduce hardware demand, or does it increase total usage? Historically in tech, the answer is usually the second one. --- What TurboQuant actually affects From what analysts are saying, TurboQuant mainly: Optimises KV cache Improves inference efficiency Reduces memory per query Does NOT reduce training memory Does NOT reduce HBM demand significantly Mostly affects inference VRAM / system memory So Morgan Stanley’s view makes sense: HBM (used in training GPUs) should not be heavily affected. This means companies most exposed to HBM and AI tra
TOPZhongRenChun: sora shutdown because GPU cost is too expensive. they need a more efficient NPU that can reduce the cost of AI video. this is the only way to be economical. otherwise these AI video will continue to lose money or require paid only subscriptions. the new Groq chip is 16x faster than GPU because its designed purely for AI. we need groq for video generation.
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03-26
From my perspective, CPF OA’s 2.5% is a strong safety net, but it’s more for capital preservation than real income growth. I treat it as my stable base, while allocating some funds into higher-yield SGX stocks to enhance returns. The trade-off with volatility is acceptable as long as I stay selective. If I had to choose one, I’d go with $DBS(D05.SI)$ . It offers a solid mix of yield and earnings strength, especially compared to REITs. That said, I still like adding exposure to names like $Mapletree Log Tr(M44U.SI)$ for diversification and structural growth. Looking ahead, I expect DBS to stay strong, though growth may normalize. That’s why I prefer a balanced approach—combining banks, REITs, and
TOPNice Sharing 😁 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @koolgal @JC888
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03-26
AMD Concludes 3 Swing Elliott Wave Correction
Advanced Micro Devices Inc. (AMD) achieved an all‑time high of $267.08 on 29 October 2025. Following this peak, the stock began a larger degree pullback that unfolded in a classic three‑swing zigzag Elliott Wave structure. From the October high, wave ((A)) concluded at $194.28, while wave ((B)) retraced upward to $266.96. The final leg, wave ((C)), moved lower and ended at $185.18, as illustrated on the one‑hour chart. This sequence completed wave II at a higher degree, marking the end of the corrective phase. The corrective nature of the pullback was evident, consisting of three distinct swings. Importantly, the decline terminated within the 100% to 161.8% Fibonacci extension of wave ((A)), a common zone for corrective completions. Since the third leg did not extend to the full 161.8% lev
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03-26
I see $ARM Holdings(ARM)$ rally as more than hype—it reflects a real shift from IP licensing to AI hardware. If its AGI CPU delivers meaningful efficiency gains, combined with backing from $Meta Platforms, Inc.(META)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Arm is clearly aiming to move up the value chain into core AI infrastructure. That said, I wouldn’t chase here. With RSI near 90 and valuations already stretched, a pullback toward the $140s looks more attractive. At these levels, ARM Holdings needs near-perfect execution on its $15B chip ambition, leaving little room for mistakes. Long term, I don’t see it replacing NVIDIA but complementing it. CPUs
TOPNice Sharing 😁 @Barcode @Shernice軒嬣 2000 @Aqa @JC888 @koolgal @DiAngel
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03-27
$Clear Secure, Inc.(YOU)$ $Avis Budget(CAR)$ $Hertz Global Holdings, Inc.(HTZ)$ 🚨✈️📊 TSA Chaos Ignites $YOU Surge While $CAR and $HTZ Rip Higher 🚗💰🚀 Airport Stress Is Rewiring Travel Demand in Real Time I’m watching a rare moment where friction is not just a headwind, it’s creating clear, tradeable winners across multiple parts of the travel ecosystem. TSA bottlenecks are no longer a temporary inconvenience. They are actively reshaping how consumers move. CLEAR $YOU is monetising time, and right now time has become the most valuable asset in US travel. App downloads have more than tripled y/y and are now surpassing major airline platforms like
TOPNice Sharing 😁 @Shernice軒嬣 2000 @Aqa @DiAngel @koolgal @JC888 @Shyon
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03-27
🌟🌟🌟 Google's TurboQuant has just pulled off the ultimate "Deep Seek moment" for the AI industry & the market's reaction has been nothing short of a panic attack. The "Magic": Released on 24 March 26, this algorithm claims to shrink AI memory usage by 6x & boost performance by 8x without sacrificing accuracy. The panic: Markets worried that if AI needs 80% less memory, demand for chips from Micron & Samsung would evaporate. The Reality Check: Analysts call this a classic efficiency paradox. Making AI cheaper doesn't kill demand. It makes it explode as companies run more models, larger batches & longer contexts. Buy the Dip? Short term pain: Stocks like SK Hynix & Micron fell 3-6% as investors took profits. Fundamental strength: The co
TOPNice Sharing 😁 @Barcode @Shyon @Shernice軒嬣 2000 @Aqa @JC888 @DiAngel
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03-27
🌟🌟Choosing between the 2.5% CPF OA guarantee & a 5%+ dividend yield from the likes of DBS or a Mapletree REIT is like choosing between a reliable Kopi-O & an XO cognac. The Risk: Market volatility in 2026 is real. A 5% yield looks great until the share price drops 10% turning your passive income into a passionate prayer for recovery. The Reward: With inflation going up, a 2.5% can feel like you are running on a treadmill that is slowly moving backward. Crossing that 5% threshold is how you actually build wealth that outpaces the cost of inflation. My Top Pick? It is DBS for passive income. Why? While Capitaland Ascendas & Mapletree Logistics are kings of the REIT world, they are sensitive to interest rate hikes. DBS however is a cash printing machine. It has the sc
TOPNice Sharing 😁 @Aqa @JC888 @Barcode @DiAngel @Shyon @Shernice軒嬣 2000
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03-27 06:53
Are We Going To See Markets "Walking A Tightrope." As Oil Plunge Continue Its Volatility
The current market landscape is a classic "tug-of-war" between geopolitical fear and diplomatic hope. After a harrowing spike toward $120 earlier this month—driven by the effective closure of the Strait of Hormuz and threats to Gulf energy infrastructure—oil has pulled back significantly to the $88–$92 range. This retracement, paired with the recent stock market rally, is almost entirely fueled by "guarded hope." Markets are reacting to reports of a 15-point U.S. peace proposal and a temporary pause in planned strikes on Iranian energy assets. The Volatility Outlook: A "TACO" Regime? While the S&P 500 and Nasdaq have seen relief gains, volatility is far from extinguished. The VIX (Fear Index) recently dropped about 6% to 25.33, but remains well above its historical average of 15–18. He
TOPNice Sharing 😁 @DiAngel @koolgal @Shyon @Barcode @Shernice軒嬣 2000 @Aqa @JC888
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03-27 09:02
The Escort Illusion: Why the Strait of Hormuz Remains a Strategic Deadlock
Over the past few weeks, the Strait of Hormuz has become one of the most discussed and misunderstood flashpoints in global markets. As I dug deeper into this topic, I realized it's not just a shipping lane—it's a strategic choke point with virtually no alternative. Unlike the Strait of Malacca or the Panama Canal, where detours are possible (albeit costly), Hormuz is the only maritime exit for the entire Persian Gulf. Its narrow width forces fully loaded oil tankers to move slowly for up to 10–14 hours, effectively turning them into massive, exposed targets. Add in shallow waters and mountainous coastlines იდეal for deploying mines, missiles, and drones, and you get one of the most structurally vulnerable trade routes in the world. The Choke Point At first glance, it may seem that U.S. nav
TOPNice Sharing 😁 @Shernice軒嬣 2000 @Aqa @JC888 @DiAngel @koolgal @Barcode
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03-27 09:15
$MARA Just Sold 15,000 BTC. Let Me Break Down The Math. Hey everyone. Long time no post — been watching, accumulating, and waiting for something worth writing about. This is it. For those of you holding MARA or watching it from the sidelines, yesterday was a big day. News dropped premarket, stock flew 10%, then gave back most of it by close. A lot of noise, a lot of headlines. Let me cut through it and give you the actual numbers. What Happened Between March 4 and March 25, MARA quietly sold 15,133 BTC for approximately $1.1 billion. They used the proceeds to repurchase $367.5 million of their 2030 convertible notes and $633.4 million of their 2031 convertible notes — both at roughly 9% below face value. CoinDesk That 9% discount translates to over $88 million in immediate cash savings — a
TOPgreat insights. love it
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03-27 09:16
From my perspective, the selloff in $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$ looks more like a knee-jerk reaction. Google Research’s TurboQuant is impressive, but the market is oversimplifying it into “less memory = less demand,” which I don’t fully agree with. The key point for me is that TurboQuant only compresses inference-side KV cache, not HBM used for training or model weights. Lower costs typically drive higher usage — meaning more queries, longer context, and larger models. That’s why I see $Alphabet(GOOGL)$ a
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03-27 09:16
AI Just Got Cheaper—So Why Are Chip Stocks Falling? Semiconductor stocks broadly declined on Thursday, with the AI trade seeing a notable pullback. $NVIDIA(NVDA)$
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03-27 09:21
Nike Just Hit an 8-1/2-Year Low. Here's What Its Chart Says Heading Into Earnings Nike plans to report earnings next week at a time when the shoe-and-apparel giant's stock is trading at about an 8-1/2-year low, having fallen some 70% since its November 2021 all-time high. Let's see what its chart and fundamentals can tell us. Nike's Fundamental Analysis $Nike(NKE)$
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03-27 09:31
Meta Tumbles 8%, $1B Options Bet on Limited Rebound $Meta Platforms, Inc.(META)$
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03-27 09:42
Can Arm Have Its Ah Ha Moments Like Nvidia If Continue To Run 16% On Chips Production News?
The recent announcement from $ARM Holdings(ARM)$ regarding its move into direct silicon production marks the most significant strategic pivot in the company's 36-year history. Traditionally a licensor that collects small royalties on designs used by others, Arm is now positioning itself to capture the full hardware value of the AI era. The "Nvidia Moment": Strategic Shift to AGI CPUs On March 24, 2026, Arm unveiled its first proprietary AI chip, the Arm AGI CPU. This move is intended to transition the company from a "blueprint designer" to a "product company," directly challenging the traditional data center dominance of x86 architectures (Intel and AMD) and carving out a unique space alongside Nvidia. Target Market: The AGI CPU is specifically opt
TOPNice Sharing 😁 @Aqa @JC888 @DiAngel @koolgal @Barcode @Shyon @Shernice軒嬣 2000
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03-27 10:38
$Sembcorp Ind(U96.SI)$ Sembcorp Ind - She is gaining strength, trading at 6.47 to 6.48 likely to rise up to test 6.55 and above! Next, she may rise up further towards 6.65 and above. FINAL dividend 16 cents.XD 6th May. PAYDATE 15 May.Pls dyodd. 23rd March 2026: Sembcorp Ind - One of the few counter that is in the green when the whole market is in the red! She may rise up to test 6.40 than 6.55 and above. Pls dyodd. She had managed to clear the 6.00 price level swiftly and is now trading at 6.16, looks rather bullish! She may continue to trend higher towards 6.40 and above! Pls dyodd. Sembcorp Ind - She has bounce-off from 5.67 and closed higher at 5.77, looks like shw may have hit the bottom and rebounded. Yield is about 4.33 percen
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03-27 11:08
Q1 market recap and outlook for the rest of the year
As we wrap up the first quarter of 2026, the markets have delivered a more sobering story than many expected after the strong momentum of 2025. The “easy money” environment has clearly shifted, and while underlying strengths remain—particularly in certain pockets of the economy—the path forward feels noticeably choppier amid ongoing geopolitical tensions in the Middle East, tariff uncertainties, and growing scrutiny around AI’s path to real monetization. Q1 Recap: Resilience TestedJanuary brought its share of volatility, driven by tariff headlines and fresh geopolitical concerns. The S&P 500 ended the quarter in slightly negative territory—down roughly 4-5% overall—rather than posting the modest gains some early commentary had hoped for. That said, there were encouraging signs beneath
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03-27 11:19
Today my stock in focus is $Unity Software Inc.(U)$ , after a strong 12% after-hours surge driven by preliminary Q1 results beating expectations. Revenue is projected at $505–$508 million, well above guidance, with EBITDA also coming in significantly stronger—an encouraging sign after months of weakness. The key driver here is solid performance from the Unity Vector platform and a better-than-expected Create segment, pointing to improving fundamentals. At the same time, management is exiting non-core businesses like ironSource Ads and divesting Supersonic, signaling a sharper focus on profitability. With the stock still down heavily in recent months, this could be an early turnaround signal—but the real test is whether Unity can sustain this moment
TOPThe Q1 2026 performance is that Run time data has not been utilized. Expect Q2 to take advantage of run time data, and growth will certainly be better afterwards
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03-27 13:07
🌟🌟🌟Selling a cash secured put on $SPDR Gold ETF(GLD)$ is a way to get "paid to wait" for a better price on Gold. It is a favourite way for investors because it is a high probability strategy that turns the tables on the market: instead of buying options, you act as the "insurance company" collecting the premium. How it works: To sell one GLD put, you must have enough cash to buy 100 shares of GLD at your strike price. 1. Pick a Strike price (the price you are happy to buy gold at) & an expiration date (eg 30 days away) 2. You sell the contract & immediately receive the premium cash. 3. You watch the Gold price move until the expiration date. Scenario A: Gold stays above your strike. The option ex