To The Moon

The AI memory sector is seeing a sharp selloff after $SanDisk Corp.(SNDK)$   and $Western Digital(WDC)$   delivered guidance that failed to meet sky-high investor expectations. The selling spread across global markets, with SK Hynix plunging more than 9% in Korea, dragging down the KOSPI, while U.S. after-hours and 24-hour trading also saw broad declines across the memory sector. 📉 24-hour trading performance: • Western Digital ($WDC): -11.15% • SanDisk ($SNDK): -7.82% • SK Hynix ADR ($SKHY): -4.66% • Roundhill Memory ETF ($DRAM): -4.82% • Micron ($MU): -2.15% • Seagate ($STX): -1.92% • CXMT: -4.09% What happened? The AI memory sector had rallied aggressively on booming demand for

$Nokia Oyj(NOK)$   has agreed to acquire NXP's semiconductor factory in Arizona, USA, and will convert it into an Indium Phosphide (InP) photonic chip production facility. Production is expected to start in early 2027 (through a leased section of the factory), with the full acquisition expected to close in Q1 2029. Why is this important? • AI data centers are rapidly replacing copper cables with optical fiber, driving explosive demand for InP photonic chips. • InP chips convert electrical signals into optical signals, making them a critical component for high-speed AI networking. • Industry estimates suggest demand for optical transceivers is already more than double the current global InP supply. Even Nvidia invested US$2 billion ea

$SpaceX(SPCX)$ While market anxieties recently centered on the cash flow health of major tech giants, SpaceX’s financials present an extreme divergence in capital intensity and cash burn relative to operational scale: ​Disproportionate Capital Intensity: SpaceX generated $3.4 billion in operating cash flow while deploying $34.5 billion in investing cash flow. For comparison, AWS generates $42.2 billion in revenue against a roughly $20 billion capital expenditure program. Conversely, SpaceX deployed $34.5 billion in cash and $15.8 billion in capital expenditures ($18.4 billion including rockets and satellites) off a total quarterly revenue base of $7.8 billion, of which only $2.5 billion was AI-derived. ​Unsustainable Burn-to-Funding Ratio:  

🌌 Revenue up 92%, yet shares plunged over 6% after hours! SpaceX's earnings call reveals a massive CapEx crunch: Elon Musk pulls forward his $1T revenue target by a full year, locking down NVIDIA for orbital AI supremacy! 🚀 ​$Space Exploration Technologies Corp(SPCX)$   just dropped its first quarterly report since going public. While Q2 revenue hit $7.81B (up 92% YoY, beating estimates of $6.93B) and net loss narrowed from $1B to $541M, the stock dropped over 6% after hours. Why? The CFO warned that capital expenditures (CapEx) will stay at historic highs for the next two quarters, squeezing free cash flow (FCF). ​Despite the short-term cash burn, Musk painted a massive, hyper-ambitious vision for AI and space-based computing during the

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

 Paying for the privilege to recycle?! 🥫💸 Shocked to see a 10-cent  "BCRS Deposit" added to a restaurant bill for a canned drink!  Imagine dining out, paying service charge and GST, and then being told  it’s your duty to hunt down a machine to get your 10 cents back? 🤯 Here’s the reality: ❌ Participating F&B operators are supposed to handle the returns themselves for dine-in customers. ❌ The 10-cent deposit is NOT meant to be charged to customers in this scenario. It’s not just about the 10 cents—it’s the principle! When you’re already paying a huge markup on a drink, being passed the "obligation" to return the can is just ridiculous. Check your bills, everyone! Don't let these extra charges slide. 🧐📢

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! 📊💸