After a 100x surge in just one year, $AXT Inc(AXTI)$  reached its all-time high of $143. Barely a few months later, it had fallen back to around $60 — a maximum drawdown of over 56%. A lot of people started saying “AI is done” and “the bubble is bursting,” so of course optical names had to crash with it. But has the AI bubble actually burst? I think it’s way too early to call that. Most of the current judgment is pure emotion, completely detached from fundamentals. Everyone’s just arguing their own narrative.The real questions we should be asking are: Why did money rush for the exits right now? And more importantly for AXTI — is this just collateral damage, or is it actually a chance to reassess real value?Why did AXTI drop more than 70% whil

I'm a girl, so maybe I'm not even in the best position to comment on MINDEF. And before anyone says, "Then women should do National Service too," that's not the discussion I'm trying to have. I came across an article saying MINDEF is recruiting volunteer emcees, performers and technical production crew for events. I have absolutely no issue with volunteerism. Volunteers are the backbone of charities, community work and social causes. They step up because they're helping people who genuinely need support. But this feels different. What I don't understand is why a well-funded government organisation, supported by taxpayers and staffed by well-paid civil servants, is asking people to do work for free. And this isn't even for defence operations—it's for event entertainment and production. This

Sometimes, the most powerful stories aren't about the tragedy itself, but the humanity that shines through the wreckage. Imagine this: You move to a new country with dreams of building a better life. You work hard, you navigate a new culture, and just as you make a big career move—resigning from your job to seek new opportunities—the unthinkable happens. Three days later, you are pinned under a car. This is the harrowing reality for Myat, a 35-year-old engineer from Myanmar. After moving to Singapore to support her family, her life took a devastating turn on the evening of July 23 in Sembawang. While crossing the road, a car turned suddenly, running over her leg and leaving her trapped. The Invisible Crisis: Falling Through the Cracks While the accident itself was physically traumatic, the

Can the Korean Stock Market Stabilize? $SK hynix(SKHY)$   $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$   The Korean stock market has become one of the world's most important market indicators. Many traders now watch Korea before their own markets open. Ironically, before the Korean stock market even opens, many investors are already watching HyperLiquid, a crypto exchange popular with Korean traders. Its TraderXYZ perpetual futures platform has become an unofficial price discovery mechanism. On Wednesday morning, between 7:00 and 7:01 AM, only one SK Hynix perpetual contract traded. J

​⚠️ The Truth About KOSPI Circuit Breakers (Since 2000) 📉 ​Ever wonder how often Korean presidents have triggered a market-wide "Circuit Breaker"?  Since the system was introduced in 2000, most presidencies saw zero incidents. The recent data shows a shocking trend: ​Is he the worst performance in history?  The numbers speak for themselves: ​🇰🇷 The Breakdown: ​Kim Dae-jung: 3 times (Asian Financial Crisis era) ​Roh Moo-hyun: 0 times ​Lee Myung-bak: 0 times ​Park Geun-hye: 0 times ​Moon Jae-in: 2 times (covid19)  ​Yoon Suk-yeol: 1 time ​Lee Jae-myung: 9 times and counting! 🛑 ​The volatility is hitting record highs. Share this with your trading circles! 📊💸

​Look closely at this scene at the hospital bedside. At first glance, it looks like a family grieving, but the details tell a much darker story. Everyone is asking: Who is the most filial here? ​Let’s break down what’s really happening: ​The Second Son: Is he holding the tube for support, or is he quietly cutting off the oxygen? 😱 ​The Youngest Son: He’s live-streaming, but is he there to show respect, or is he just looking for clicks and clout? 📱💔 ​The Eldest Daughter: She’s peeling a piece of fruit—but wait, the father is intubated and can’t eat. Is she just peeling it for herself? 🍎🙄 ​The Second Daughter: Look at her face—is that grief, or is she hiding a smile? 🤐 ​The Youngest Daughter: She’s fast asleep. Is she just young and naive, or is she the most disconnected of them all? 😴 ​That

South Korea's stock market has suffered one of its sharpest selloffs in years, with the KOSPI plunging nearly 10% intraday to 5,430.67, breaking below the key 5,500 level. The index has now fallen around 40% from its June record high, wiping out months of gains in just weeks. The biggest casualties were the country's semiconductor giants. SK Hynix tumbled more than 15%, while Samsung Electronics lost over 10%, triggering widespread liquidation across the broader market. Many investors are now questioning whether government policies helped fuel the rally before making the downturn even more severe. Earlier this year, South Korea's Ministry of Economy and Finance and financial regulators introduced measures intended to support the equity market, including expanding access to leveraged ETFs a

🚨 $APPLIED DIGITAL CORP(APLD)$  Q4 Revenue Soars 407% YoY, EPS Swings to Profit — Yet the Stock Is Barely Moving! 💻📈 Applied Digital (APLD) just delivered a blockbuster quarter, crushing Wall Street's expectations on both revenue and earnings. Despite the massive beat, the stock is flat , highlighting how high expectations have become for AI infrastructure stocks.  📊 Q4 Highlights ✅ Revenue: $258.7M vs. $95M expected (+407% YoY) ✅ Adjusted EPS: $0.04 vs. -$0.19 expected ✅ Service revenue: $208.2M (+308% YoY) ✅ Data center hosting revenue: $50.6M ⚡ AI Infrastructure Continues to Scale Secured about 1.41 GW of long-term contracted capacity across five campuses. Polaris Forge 1 has 175 MW online, with additional AI campuses under

🚨 Corning Beats, Stock Still Drops – Welcome to Earnings Season $Corning(GLW)$   Corning delivered another strong quarter, but the market is no longer rewarding good fundamentals. 📊 Q2 Highlights • Revenue +17% YoY, beating expectations. • EPS +30% YoY to $0.78, also above estimates. • Optical Communications revenue +32% YoY to $2.07B. 📉 Why did the stock fall? Management guided Q3 revenue to around $4.95B, slightly below Wall Street's $5.0B expectation. That tiny guidance miss was enough to trigger profit-taking. The company also reaffirmed its long-term outlook, targeting a 19% sales CAGR through Q4 2030, with EPS expected to grow even faster than revenue. This is becoming the same story we've seen with GOOG, INTC, TSLA, ASML, TSM, MSFT, and

Another wave of panic selling from Korean investors is here. Yesterday's selloff wasn't just triggered by news that China had begun mass production using DUV lithography. Investors were also spooked by reports that NVIDIA could provide financing guarantees or support downstream customers so they can buy even more GPUs. $SK hynix(SKHY)$   $Micron Technology(MU)$   $NVIDIA(NVDA)$   The bearish narrative behind both stories is the same: AI demand isn't real, capacity will eventually become excessive, customers won't be able to pay, and the AI bubble will burst. But if AI demand is genuine—if hyperscalers and enterprises continue expanding AI i

China's DRAM champion CXMT (ChangXin Memory Technologies) made a spectacular debut on Shanghai's STAR Market, with its share price soaring about 460% on the first trading day, pushing its market capitalization to around RMB 3.28 trillion (approximately US$455 billion). At one point, it briefly became the largest listed company in China's A-share market, highlighting investors' enthusiasm for China's semiconductor ambitions. $Cxmt Corporation(688825)$   The blockbuster listing immediately sent shockwaves across the global memory sector. Investors began repricing the outlook for future DRAM supply, triggering broad selling in memory stocks. On Monday: SanDisk (SNDK) fell about 11%, extending its decline to nearly 47% from its June peak.

🚨 Believe It or Not 😂 $SK hynix(SKHY)$   $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   $Micron Technology(MU)$  $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$   The memory supercycle may be much longer than many expect. ADATA Chairman Simon Chen believes the global DRAM shortage could last another 10 years, with AI becoming the biggest driver of memory demand. As AI expands from data centers into PCs, smartphones, autonomous vehicles, robotics, and industrial applications, memory could become the world's most constrained computing resource, with supply potentially unable to cat

Everyone is talking about the RTS Link. Just 5 minutes from Woodlands to Johor Bahru. Finally, no more spending hours stuck in the Causeway traffic. Reports say Singaporeans could spend an extra S$1.05 billion a year in Johor, while Malaysians are expected to spend around S$756 million in Singapore. If those estimates are accurate, it means more money will be flowing out of Singapore than coming in. 📈 Who benefits first? Johor, for sure. Expect shopping malls, restaurants, hotels and tourist spots to be packed, especially on weekends. Property prices there have already started moving up. But I don't think this excitement will last forever. After the initial rush, people usually go back to their normal routines. 🚉 Will RTS really replace buses and cars? Not everyone. Many daily commuters ma

🚨 Blowout Earnings, Yet the Stock Sinks? $Intel(INTC)$  Posted Its Strongest Revenue Growth in 15 Years, But Shares Reversed From a 4.5% Rally to Fall Over 4% as Short Sellers Took Control! 📉⚡ Intel delivered an impressive Q2 2026 earnings report, beating Wall Street's expectations on both revenue and profit. CEO Lip-Bu Tan described it as the company's strongest revenue growth in nearly 15 years. Yet the market reaction was the exact opposite of what many expected. After jumping as much as 4.5% in pre-market trading, Intel shares reversed sharply and fell more than 4% during Friday's session, handing short sellers millions of dollars in paper profits. 📊 Earnings Breakdown 1. Outstanding Q2 Results - Revenue: $16.13 billion, up 25%

🚨 Morgan Stanley's Bearish Calls Backfire in South Korea? SK Hynix Reportedly Cuts Ties After Years of Negative Research $SK hynix(SKHY)$   Morgan Stanley is facing one of its biggest reputational challenges in South Korea after years of bearish semiconductor research reportedly strained its relationship with major local companies. The latest controversy erupted after Morgan Stanley's Asia-Europe technology research head, Shawn Kim—nicknamed by some Korean investors as the "Grim Reaper of Korea's Semiconductor Industry"—warned that memory contract prices could peak in Q4, triggering another wave of panic across Korean chip stocks. The market reaction was brutal. Samsung Electronics and SK Hynix both plunged more than 7% intraday, while the KO

Google's AI Gamble: $811 Billion in Future Commitments Sparks Wall Street Debate Google's latest filing has shocked investors. The company revealed $811 billion in future spending commitments, an increase of nearly $500 billion in just one quarter. These commitments are separate from its already massive $180-190 billion annual capital expenditure (CapEx) budget. This isn't just about spending more money. It's about locking up the world's most valuable AI resources before competitors can get them. The AI Infrastructure Race Is Heating Up Google is aggressively securing long-term supply agreements for: - AI chips (TPUs and GPUs) - Data centers - Electricity capacity - Networking equipment - Hardware inventory - AI-related content and software licenses In today's AI boom, computing power and

Recently, I went for a job interview that turned out to be quite an experience. The first round started with a written test, followed by an hour-long interview with two interviewers. After that, there was complete silence for almost a month. I had already assumed I wasn't shortlisted. Then, out of the blue last week, I received a call asking if I was still interested in the position. They invited me back for a second interview. This time, it was a whole different level. There were seven people sitting across from me, all staring at me. I honestly felt like a gorilla on display at the zoo. One after another, they fired difficult questions at me. Some I handled well, while others completely caught me off guard. It felt less like an interview and more like an interrogation. One interviewer as