@Shyon:$Corning(GLW)$ When Corning ($GLW) pulled back, I didn't see it as a reason to panic. Instead, I saw an opportunity to average down my position. My investment approach has always been to increase exposure when I believe the long-term fundamentals remain intact but the market becomes overly focused on short-term concerns. For me, price volatility creates opportunities, not reasons to abandon quality companies. One of the biggest reasons I remain confident in Corning is its growing role in AI infrastructure. While many investors focus on AI chips, data centers also require high-speed optical connectivity, specialty glass, and advanced materials to support the explosion of data traffic. Corning is a key supplier in these areas, and I believe dema

@koolgal:🌟🌟🌟When the market swing from deep despair to euphoric celebration in a single trading session, it highlights a crucial divide.  The overnight bounce was violently led by companies that possess concrete undeniable fundamental proof of AI profitability, leaving speculative hype machines behind. Let's separate the signals from the noise.  2 companies stand out: $Microsoft(MSFT)$ : A 40% surge in Azure Cloud growth is not a "cake drawing promise".  It is concrete proof that global enterprises are actively paying premium rates for AI infrastructure today. $SK hynix(SKHY)$ : As the undisputed King of HBM, it represents the physical tolls collected on the AI highway.  Their record breakin

@Shyon:I see this selloff as more than just a reaction to the Fed holding rates steady. What changed was the market's expectation for future policy. A more hawkish tone, combined with higher Treasury yields, puts pressure on high-valuation growth stocks that have rallied strongly this year. At the same time, geopolitical risks are making investors even more cautious. Rising oil prices and tensions in the Middle East could keep inflation elevated, making it harder for the Fed to begin cutting rates. That uncertainty is increasing market volatility across multiple asset classes. For now, I'm not changing my long-term strategy. If fundamentally strong AI and technology companies pull back because of macro concerns rather than weaker earnings, I'll continue to accumulate them gradually. Volatility c

@Barcode:$L3Harris Technologies, Inc.(LHX)$ $Lockheed Martin(LMT)$  $RTX Corp(RTX)$  🚨 $LHX Q2 2026 earnings: Strong Fundamentals, Weak Stock Reaction L3Harris $LHX is down roughly 10% today and sitting out the broader market rally, despite beating Q2 expectations and raising FY26 revenue and EPS guidance. That disconnect is the story. The underlying quarter was strong: Revenue: $5.9B, +8% YoY Diluted EPS: $3.13, +28% YoY Orders: $7.3B Book-to-bill: 1.2x Backlog: Record $42B Operating margin: 11.1%, +60 bps Segment operating margin: 16.0% Operating cash flow: $879M, +37% Free cash flow: $771M, +37% FY26 guidance was raised to: Revenue: $23.2B-$23.7B EPS:

@koolgal:🌟🌟🌟The tech world has just witnessed Tim Cook's curtain call at $Apple(AAPL)$ as CEO while $Amazon.com(AMZN)$ reclaimed its crown as King of the Cloud. AWS annualised revenue has officially blown past USD 150 billion.  Driven by insatiable demand for AI infrastructure & its custom designed chips Graviton & Traunium, AWS revenue exploded by 37% year over year, marking its fastest growth since 2021. What should investors do? Apple's guidance miss and China slowdown hurt but Apple 's 2 billion device ecosystem is an iron fortress.  A new CEO might be exactly what Apple needs to awaken this sleeping giant. Amazon is pouring a huge USD 220 billion into Capex.  It is a lot of cash burn

@koolgal:🌟🌟🌟The new Fed Chair Kevin Warsh shocked the market by hinting at imminent rate hikes, sending a wave of panic that smashed US tech valuations and forced a brutal repricing of expensive AI stocks. Warren Buffett's classic value investing rule - "Be greedy when others are fearful" - can be highly effective. I would look for high quality cash generating businesses that are being dragged down indiscriminately by overall market panic. 2 prime examples of US blue chips that fit the definition of a fortress value asset are $Apple(AAPL)$ and $Alphabet(GOOG)$ . Both companies possess massive piles of cash together with dominant business moats that generate unstoppable free cash flow. Warren Buffett also said t

@Shyon:AI has reached a stage where the question is no longer whether we should adopt it, but how we can create real business value from it. My biggest takeaway is that while many companies have experimented with AI, only a small % have successfully integrated it into their core operations. The real challenge is turning AI into measurable business results. I also found the discussion on the three AI risks particularly insightful. Moving too slowly could leave a business behind, while rushing in without a clear strategy could waste resources. Doing nothing, however, may be the biggest risk of all. AI adoption needs a clear roadmap and measurable objectives, not just hype. From an investment perspective, I appreciated the focus on the SGX AI value chain instead of chasing only the biggest AI names

@Shyon:I’m backing Microsoft $Microsoft(MSFT)$ to deliver the strongest post-earnings performance. Azure demand has stayed resilient, and I believe Copilot is gradually becoming a meaningful revenue driver. If Microsoft reports strong cloud growth while proving AI investments are generating returns, it could further strengthen the AI bull case. Meta $Meta Platforms, Inc.(META)$ is my second choice, with AI continuing to improve its advertising business, although expectations are already high. Apple needs to show Apple Intelligence can drive a new upgrade cycle, while Amazon’s AWS could surprise if AI cloud demand accelerates. Overall, I think this earnings season is about proving AI spending can translate in