@DiAngel:I started my National Day celebration a week earlier. This morning left for Perth for Cape to Cape walk. Took photos at Changi Terminal 1 & Bufferfly Garden at Terminal 3. This air ticket was 1/3 paid by company for my contribution to Korea customer that I went in Mid-May.  I didn't expect myself to be in Perth as my initial plan was to Germany & Italy for 2.5 weeks. This trip was deferred 2x. I think it might materialise in Mid-Sept. [Chuckle]   My travelling spree is finally back again. I stopped travelling 2020-2023. Passport paid by company. Dec 2024 - Shanghai team building. Mar 2025 - Almaty. May - Korea, Aug - Perth then Sept/Oct - Germany, South Tyrol , Naples & Milan. @1PC

@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