To The Moon

TOP1PC: Nice Sharing 😁 @Barcode @JC888 @Aqa @DiAngel @Shyon @koolgal

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$InnoTek(M14.SI)$ Innotek - Today, price action is indicating something is brewing. She is up 7 cents to 75 cents , looks rather bullish. She may r...

05-30

$InnoTek(M14.SI)$ Innotek - Today, price action is indicating something is brewing. She is up 7 cents to 75 cents , looks rather bullish. She may rise up to test 81 cents and above. Pls dyodd. 3rd Nov 2025: Wah, so fast she has retreated from 93 to close at 76 cents, looks rather interesting! Next week, may be can see how she fares! If 76 cents cannot hold, then it may go down to test 70 soon! 3rd Nov 2025: Nibbled small units at 64 cents, waiting fie the rebound to kick in to bring her back to 70 cents. Pls dyodd. 3 November 2025: She has retreated from 78 to trade at 68.5 cents looks rather interesting! She is taking a breather. Will she resume this uptrend direction after taking a break! 3 November 2025: Innotek - Today, some buy

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$CapitaLandInvest(9CI.SI)$ CapLand Investment (9CI.SI) - I think boat is back. At 2.54, yield is quite decent at 4.724 percent which is much higher...

05-30

$CapitaLandInvest(9CI.SI)$ CapLand Investment (9CI.SI) - I think boat is back. At 2.54, yield is quite decent at 4.724 percent which is much higher than CPF OA and MA. Today, month end window dressing effect likely see a rebound soon. Nibbled small units at 2.58. Pls dyodd. CapLand Investment (9CI.SI) - I think gd price is back. At 2.78, yield is about 4.3 percent. Assets light and earnings is based on management fees, interest loan fees seem sustainable. With the recent Income 8 assets to let CapitaLand manage their properties, management fees likely get boosted for Y2026.Yiled is pretty decent 4.3 percent. Pls dyodd. Phillip Securities has a TP of 3.69. 1Q26 revenue of S$487mn (-2% YoY) was slightly below our estimates, forming 2

TOPicycrystal: thanks for sharing

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39.27K

Shyon

05-30

$Destiny Tech100 Inc(DXYZ)$ The market is entering full speculation mode again, and one of the stocks sitting at the center of this frenzy is DXYZ. I fully understand that the valuation looks stretched, the volatility is extreme, and the fundamentals alone may not justify the current price action. But sometimes the market is not trading on fundamentals — it is trading on narrative, momentum, and hype. With the long-awaited SpaceX IPO potentially approaching around mid-June, I believe DXYZ could become one of the market's favorite speculative vehicles tied to the private-space ecosystem. What attracts me most is not the long-term valuation, but the short-term psychology behind the trade. Every time the market gets close to a historic IPO, trad

DXYZ

05-29 22:08

USDestiny Tech100 Inc

Side	Price	Realized P&L
Buy Open	50.00	-51.10% Holding

Destiny Tech100 Inc

$Destiny Tech100 Inc(DXYZ)$ The market is entering full speculation mode again, and one of the stocks sitting at the center of this frenzy is DXYZ....

# Trade Feed: Who is your favorite trader?

TOP1PC: Nice Sharing 😁 @JC888 @Barcode @DiAngel @Aqa @koolgal @Shernice軒嬣 2000

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orsiri

05-30

FireWall Sale – Zscaler

The Day a 'Good Quarter' Stopped Being Good Enough A company grows revenue by 25.4%, beats earnings expectations, generates more than $1.1 billion in annual free cash flow, and still loses over a third of its market value in a single session. That is not a normal earnings reaction. That is a repricing event disguised as a tantrum. When expectations break, price discovers its own reality When Zscaler collapsed after its latest results, the immediate explanations were familiar: cautious guidance, sales leadership turnover, and lingering AI anxiety. All valid. None sufficient. Because nothing in the reported numbers justifies the scale of the move in isolation. Revenue still expanded strongly. Cash generation remained robust. The balance sheet remained comfortably funded. So I don’t think the

FireWall Sale – Zscaler

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723

The divergence among major banks comes down to one question: is gold still primarily a safe-haven asset, or has it become a macro trade on interest...

05-30

The divergence among major banks comes down to one question: is gold still primarily a safe-haven asset, or has it become a macro trade on interest rates and the US dollar? Bullish banks argue that central bank buying, fiscal deficits, geopolitical risks, and potential future rate cuts support gold over the long term. Bearish banks focus on sticky inflation, higher real yields, a stronger dollar, and reduced safe-haven demand if global growth remains resilient. As for ETF outflows, I would not blindly follow them. ETF flows are often momentum-driven and can overshoot in both directions. A 17% correction after a strong rally is painful, but not unusual for gold. That said, I would also avoid aggressively "catching the falling knife". If ETF outflows are accompanied by falling central bank d

# Gold Breaks Below $4,000! Will We See $3500?

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If I had to rank the AI chain today, I would separate it into three buckets: 1. Power & infrastructure (highest conviction, longest runway) The mar...

05-30

If I had to rank the AI chain today, I would separate it into three buckets: 1. Power & infrastructure (highest conviction, longest runway) The market spent 2023-2025 obsessing over GPUs. The next bottleneck is increasingly electricity, cooling, transformers, grid upgrades, and data centre infrastructure. Goldman Sachs estimates data centre power demand could rise over 200% by 2030. Names and themes linked to power, cooling, nuclear, and digital infrastructure may have a more durable runway because AI cannot scale without physical energy and facilities. 2. Memory & storage (strongest momentum) HBM has become the critical bottleneck in AI servers. New memory-focused ETFs such as DRAM have attracted enormous inflows and delivered explosive gains. The risk: memory is still

# 5 New ETFs Explode! Which One Has Alpha Right Now?

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I would be more selective rather than outright trimming or chasing. The key observation is that if inflation really is re-accelerating while AI-rel...

05-30

I would be more selective rather than outright trimming or chasing. The key observation is that if inflation really is re-accelerating while AI-related stocks continue to rally, it suggests investors believe AI earnings growth is large enough to offset higher discount rates. That is a powerful signal, but it also raises concentration risk. My current hierarchy would be: Still bullish: AI infrastructure, power, data centres, networking, optical communications, memory. Neutral: Mega-cap AI leaders that already trade at demanding valuations. Cautious: Highly speculative AI names with little earnings support. If inflation stays elevated and the Fed remains hawkish, the biggest risk is not necessarily AI demand collapsing. It is valuation compression. A company growing earnings 40% can still se

# Rate Repricing and Memory Crash Slam Markets: Risk-Off Here?

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koolgal

05-30

Is Snowflake A Buy? 🌟🌟🌟Snowflake $Snowflake(SNOW)$ It sounds like falling snow - soft, quiet, fragile and fleeting. It sounds like something that melts away the moment the temperature rises. But do not let the name fool you. In the cold clinical world of enterprise technology, Snowflake is anything but fragile. Snowflake is a roaring multi billion blizzard of pure operational power. The narrative that the legacy software-as-a-service or SAAS is dead has officially been blown to smithereens. Following the results of its excellent Q1 FY 2027 earnings, Snowflake exploded 36.7% overnight, destroying short sellers to close at USD 239.60. This historic jump marks a definitive milestone.

Is Snowflake A Buy? 🌟🌟🌟Snowflake $Snowflake(SNOW)$ It sounds like falling snow - soft, quiet, fragile and fleeting. It sounds like something that m...

# Snowflake Surges 34%! Has AI Data Cloud Pivot Finally Delivered?

TOPPawsAndProfits: I think it has a great instinsic value. Probably can ride the recent bullish momentum till it breaks?

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Mathematical Money

05-31

Lost 10,000 more MARA shared this week. The position just got better.

Mathematical Money | May 30, 2026 Another 10,000 MARA shares got called away this week. On paper that looks like a worse position. The math says the opposite. If you've been following along, last week's post was about getting called away on the first 2,000. I wrote about how the assignment wasn't a disaster, even though it felt like one. This week the rest of the May expiry wave hit. About 6,500 more shares assigned at $10–$11 strikes when the stock was trading above $14. Plus the earlier 3,500 from May 9 and May 16 expiries that I covered last week. By the time the dust settled, the share count had dropped from 44,546 in mid-May to 34,546 today. Let me show you what that actually did to the position. The FIFO Math Nobody Explains Here's the part most retail traders never see, and it's the

Lost 10,000 more MARA shared this week. The position just got better.

# Trade Feed: Who is your favorite trader?

TOPHH浩: Interesting post. What is MARA?

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Tigerong

05-31

Nvidia is the obvious example. It used to be a gaming company with a brief moment of fame during the crypto-mining boom. Cyclical at best. In 2022, revenue jumped 61% year on year; in 2023, it decelerated to just 0.2% growth. Then AI demand sent its revenue and profits, and the share price, to the sky. Revenue doubled in FY24 and again in FY25. Even in FY26 it grew 65% year on year, which is phenomenal at that size. That is what a business inflection point looks like. And this kind of sudden, fundamental change is exactly what most investors struggle to wrap their heads around. We’re talking about a real, significant leap in the business itself, not just the share price. Most investors are trained to analyze steadily growing companies and extrapolate historical trends. That’s why they keep

Nvidia is the obvious example. It used to be a gaming company with a brief moment of fame during the crypto-mining boom. Cyclical at best. In 2022,...

# Marvell to Join S&P 500! Can the "Next Trln-Dollar" Stock Run Further?

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Tigerong

05-31

About two years ago, I called Nvidia overvalued. Investors were clamoring over the stock, and it went on to become the most valuable company in the world. All along, my instinct has been to get wary when everyone is singing a stock’s praises and buying it hand over fist. That caution has saved me countless times from getting swept into the speculation. Staying out of the herd has been useful. A recent example: in December 2025, I sold platinum into the gold and precious-metals craze ther than buying it. I still remember the queues snaking outside the shops. That was the contrarian in me talking. And I think a lot of investors are running that same contrarian instinct on the memory stocks today. But here’s the thing. Two years on, Nvidia didn’t crash. It broke $5T and stayed the most valuab

About two years ago, I called Nvidia overvalued. Investors were clamoring over the stock, and it went on to become the most valuable company in the...

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$Boustead(F9D.SI)$ The market doesn't seem to like the latest set of financial numbers. The price Gapped down drastically from 2.64 to close at 2.1...

05-31

$Boustead(F9D.SI)$ The market doesn't seem to like the latest set of financial numbers. The price Gapped down drastically from 2.64 to close at 2.19. The chart is more or less damaged. The uptrend is over. She may go down to test 2.00. If 2.00 cannot hold, she may likely go down to revisit 1.70-1.80. Pls dyodd. Special dividend of 4.5 cents pkus final dividend of 4 cents. XD 7 August 2026 Highlights: • Net profit for the Group was 145% higher year-on-year at S$232.6 million, mainly due to the sale of the Group’s assets to UI Boustead REIT, as well as material improvement in share of loss of associates and joint ventures (upon reversal of a S$7.0 million liability related to a fee imposed by a landowner). For a comparative review, after ad

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$PC Partner(PCT.SI)$ PC Partner - Chart wise, bullish mode. She had a great running up from 1.20+ to 2.40, awesome. Can monitor and wait for the ne...

05-31

$PC Partner(PCT.SI)$ PC Partner - Chart wise, bullish mode. She had a great running up from 1.20+ to 2.40, awesome. Can monitor and wait for the next setup to decide the next move. It may likely continue to trend higher! PC Partner was founded in 1997. Over the years, we have developed from a modest contract manufacturer with less than 300 employees to a leading global manufacturer of computer electronic with overseas offices selling its own brands of products worldwide. Our products have expanded into a full range of video graphics cards, MiniPCs, motherboards, embedded systems and gaming hardware. We are also offering one-stop electronic manufacturing services to reputable brands all over the world. As one of the leaders in the in

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$Dell Technologies Inc.(DELL)$ Dell's results strengthen the AI infrastructure thesis. A 750%+ surge in AI server revenue and record backlog sugges...

05-31

$Dell Technologies Inc.(DELL)$ Dell's results strengthen the AI infrastructure thesis. A 750%+ surge in AI server revenue and record backlog suggest demand remains robust and that enterprise AI spending is broadening beyond just chipmakers. The bull case is that Dell is being re-rated from a low-growth hardware vendor into a key AI deployment beneficiary. Unlike many AI stories, it has real revenue, cash flow and customer relationships today. The bear case is margin mix. AI servers are often lower-margin than software, and investors need to see that explosive revenue growth translates into sustainable earnings growth. The legacy PC business also remains a drag. Would I buy after a 38% after-hours jump? Probably not chase immediately. I'd pre

# Dell Soars 38%! AI Server Revenue Spikes 750%, Reprice Now?

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1PC

05-31

Starlink is the growth engine: 61% of Rev. +49.8% growth, 38.8% margin. Launch is foundational but losing money (-16.1% margin, revenue shrinking). AI is the moonshot, burning $12.7B CapEx with -198.5% margin.💸 FCF is negative (2025 ≈ -$14B, Q1 2026 ≈ -$9.1B). The IPO isn’t a bailout—it’s fuel for AI infra & Starship scaling.🐯 Investor Takeaway: The $1.8T valuation is anchored on Starlink’s profitability, with optionality priced into AI & Starship. Right now AI drags, but the bet is whether it becomes the next growth engine.@JC888 @Barcode @Aqa

SpaceX S-1 Decoded: Three Segments, What Businesses Are You Investing?

@Tiger_comments：

SpaceX filed its S-1. Road show June 5, $SpaceX(SPCX)$ target valuation $1.8 trillion. The filing runs hundreds of pages. The key question: which division makes money, which loses money, and which burns the most cash? SpaceX reports three segments: Space (launch), Connectivity (Starlink), and AI. These aren't parallel — they're vertical: rockets lower the cost of reaching orbit → satellites turn that capability into a billable subscription network → AI attempts to extend the platform into compute and real-time intelligence. 2025 Segment Summary & Annual Revenue Breakdown The read: Starlink makes money (38.8% op margin). Launch loses money (-16.1%). AI burns the most cash (-198.5% op margin + $12.7B CapEx). Launch revenue barely

SpaceX S-1 Decoded: Three Segments, What Businesses Are You Investing?

Starlink is the growth engine: 61% of Rev. +49.8% growth, 38.8% margin. Launch is foundational but losing money (-16.1% margin, revenue shrinking)....

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KYHBKO

05-31

(Full Article) Preview of the week - 01Jun2026

Economic Preview: Key Data Releases (week of 01Jun2026) The following sections outline key macroeconomic forecasts and indicators spanning manufacturing, services, labor markets, and energy sectors, with particular emphasis on metrics influencing upcoming Federal Reserve monetary policy decisions. 1. Manufacturing Sector Indicators S&P Global Manufacturing PMI (May): The forecast is projected at 55.3, indicating continued expansion and growth within global manufacturing. ISM Manufacturing PMI (May): The index is forecasted at 53.3, signalling anticipated growth within the domestic American manufacturing sector. ISM Manufacturing Prices (May): A significant point of concern is the high forecast of 85.3. This elevated metric indicates rising producer costs, which are highly likely to be

(Full Article) Preview of the week - 01Jun2026

# Market Turnaround! Is the Crisis Over?

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810

Xaddy_Analyst

05-31

Costco's Q3 Was a Masterclass in Retail Dominance — $70.5B Revenue, Record Gas Volumes, and the Market Got It Wrong

The Pulse Let me be direct — while the entire market was losing its mind over Dell's AI explosion, quietly, Costco just delivered one of the most impressive quarters in retail history and the stock sold off. That's your opportunity. $COST reported Q3 FY2026 revenue of $70.53 billion, up 11.6% YoY, beating Wall Street's $69.81B estimate by $720M. Net income hit $2.19 billion (+15% YoY) with diluted EPS of $4.93 matching estimates exactly. But the real story is in the details that most traders missed: Adjusted comparable sales surged 6.6% — in an environment where most retailers are fighting for every basis point. E-commerce? Up nearly 21%. Website traffic? Up 37%. Here's the kicker: The final 5 weeks of the quarter saw record-breaking gas volumes as fuel prices spiked from Middle East ten

Costco's Q3 Was a Masterclass in Retail Dominance — $70.5B Revenue, Record Gas Volumes, and the Market Got It Wrong