To The Moon

🌟🌟Is $SpaceX(SPCX)$ a mistaken opportunity or a bounding bubble squeeze?   Why it is a mistaken opportunity and time to get on the bus:  Starlink brought in USD 4 .29 billion.  It accounted for over half of total revenues and remains the only segment generating an operating profit. Furthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants. Why the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter. Worse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long stairc

I voted B. I believe AMD will continue gaining AI market share over the next 18 months, but Nvidia is likely to remain the clear leader. Securing commitments from OpenAI, Meta, Anthropic and Oracle proves demand is real, but converting those commitments into large-scale production deployments is the next challenge. Te biggest indicator isn't the number of partnerships but whether AMD can consistently grow data center revenue, improve margins and successfully ramp Helios. I also want to see ROCm continue to mature because software adoption is just as important as hardware performance in enterprise AI. I'm still optimistic on AMD over the long term because AI market is expanding fast enough for more than one winner. My view is that AMD doesn't need to beat Nvidia—it only needs to keep takin

One of my biggest takeaways is that STI crossing 5,000 is more than just a psychological milestone. What stood out to me was how institutional investors are looking beyond today's level, with some forecasting 6,000 and even 10,000 over the longer term. It reminded me to focus on long-term wealth creation instead of short-term market noise. I also found the discussion on ETF growth and capital inflows very insightful. The combination of MAS initiatives, growing ETF adoption and Singapore's reputation as a safe and stable financial hub gives me more confidence in the long-term outlook for the local market. My investment approach remains to stay diversified and keep investing consistently rather than trying to time every market move. I'll continue watching the STI, REITs and quality Singapor

$Materion(MTRN)$ $Hexcel(HXL)$  $Carpenter Technology(CRS)$  📈 Materion $MTRN surging +26.2% today after reporting a blockbuster Q2, comfortably beating earnings and revenue expectations. Adjusted EPS came in at $1.90 on $613.9M in revenue. The stock is on pace for its biggest single-day percentage gain ever and, if these gains hold, will notch its fifth consecutive green session. $MTRN Q2 2026 earnings: Record Margins and a Massive Guidance Hike Materion delivered a standout second quarter, crushing expectations while surpassing its mid-term consolidated adjusted EBITDA margin target of 23%. The company successfully moved beyond the Q1 precisio

$Zeta Global Holdings Corp.(ZETA)$   $ZETA: Strong Execution Finally Being Rewarded by the Market: In my view, today’s move in $ZETA is fully justified. The company was trading at just around 3x sales despite delivering roughly 40% revenue growth, recently achieving profitability, posting record operating margins, and extending its streak of 19 consecutive beat-and-raise quarters. For a long time, the stock appeared to be weighed down by the broader SaaS sentiment and a lack of appreciation for the strength of its competitive moat. However, there comes a point where consistent execution becomes impossible to ignore. With improving net income, free cash flow, and operating leverage, the business looks well positioned for continued earnin

Supply-side pricing can persist, but it rarely lasts indefinitely. The key question is when supply catches up with demand, especially in NAND. Given what Apple and Amazon have said about tighter memory supply and higher costs, pricing power could realistically extend for another 2 to 4 quarters if: AI infrastructure spending remains strong. Manufacturers maintain production discipline instead of aggressively adding capacity. Enterprise SSD demand continues to improve alongside hyperscaler investment. The main risks are: New NAND capacity ramping faster than expected. Weaker consumer electronics demand limiting volume growth. Customers delaying purchases if prices rise too far. For SanDisk and Western Digital, the most important signals are not just this quarter's results, but: Gross margin

$Cxmt Corporation(688825)$ or ChangXin is no longer just a cheap alternative for budget devices.  They are highly competitive, fully booked manufacturing titan.  By turning down $Apple(AAPL)$ demands for a discount, Changxin proved to the world that they have the technology, the domestic backing and the market share to stand eye to eye with the biggest tech giants on earth. Changxin surged 500% on Day one of its IPO.  By raising nearly USD 9 billion, Changxin now has a massive war chest to expand production lines and carry out advanced R&D. I believe that Changxin will continue to grow exponen

🌟🌟🌟 $NVIDIA(NVDA)$ new cooperation with $SpaceX(SPCX)$ effectively positions NVIDIA as the infrastructure backbone for the next generation of AI - both on the ground and in space. This is an exclusive deal with SpaceX according to Elon Musk as he will only use NVIDIA chips to build SpaceX AI infrastructure. Both SpaceX and NVIDIA are co-designing the compute payload for Starmind AI1.  This massive 30 metre satellite will place a data center class AI rack into low Earth orbit by 2027. As a long term investor of NVIDIA, I am excited by this latest announcement as there will be exponential growth ahead. NVIDIA is a great buy currently despite 5 straight days of stock gains as it trades at a remarkably

🌟🌟🌟Does $Alphabet(GOOG)$ have a cavernous moat or is it a bottomless money pit?  Google is currently spending a massive USD 13 billion every single quarter on AI infrastructure, causing institutional investors much anxiety. However Google has its own custom Tensor Processing Units or TPU chips.  While its competitors have to pay NVIDIA for its expensive chips, Google can simply boot up its own hyper efficient TPU clusters . Google isn't throwing money into a bottomless pit.  It is actually digging a deep canyon around its digital empire. The smart investor would buy the dips driven by Capex hysteria.  Google's infrastructure will print money for the next 2 decades. @Tiger_co