To The Moon

The AI narrative is shifting rapidly right now, moving away from simple "chatbots" toward autonomous action (agents) and massive backend infrastructure utilization.  ​1. The Real Money is in the Plumbing (AI Infrastructure) $Oracle(ORCL)$   $Amazon.com(AMZN)$   $Microsoft(MSFT)$   $Alphabet(GOOG)$   ​The Token Explosion: As AI agents like OpenAI's OpenClaw and Google's Remy perform multi-step, background tasks (e.g., checking your calendar, reading 50 emails, drafting a response, and coordinating with another app), they consume exponentially more tokens than a human typing a s

The Oracle ($Oracle(ORCL)$  ) story ah… this one not finished cooking yet. The rally just like your kosong prata — still flipping, not even serve yet 🚀 Now you see ah, last time all the customers queue at Claude Code (Antrophic) stall. But recently, more and more people walk over to Codex side. Why? Taste already similar… but Codex (OpenAI) got bigger kitchen, more firepower. Cook faster, serve faster. This kind of habit ah, once customer switch, very hard to go back one. Sticky like egg on your prata pan. Now come the interesting part. Oracle like the shop owner who partner with the biggest supplier OpenAI. While others still thinking whether to buy more flour, Oracle already go take big loan, build h

​The David and Goliath of E-Commerce: GameStop’s Quest for eBay $GameStop(GME)$   $eBay(EBAY)$   @TigerObserver  @TigerPM  @Daily_Discussion  @MillionaireTiger  @TigerStars   ​1. The Unthinkable Headline ​It started with a bombshell from the Wall Street Journal: GameStop is preparing an offer for eBay. At first glance, the math looks broken. GameStop, a company valued at $12 billion that most

$Oracle(ORCL)$  : The $553 Billion Blind Spot… and a Bigger AI War Nobody Is Pricing In There are moments in markets where the data is obvious… but the narrative refuses to catch up. In my view, Oracle ($ORCL) is one of those situations. Everyone is staring at: Capex Debt Short-term cash burn But almost nobody is properly pricing in: 👉 A $553 billion backlog that could redefine Oracle’s long-term earnings power. That gap between fear and reality is where the story gets interesting. This Isn’t the Same Oracle Anymore Old Oracle was simple: Databases High-margin software Slow, predictable growth New Oracle is something else entirely: 👉 AI infrastructure + cloud hyperscale ambitions And that shift is exactly why pe

Had lunch with a friend yesterday. On IG, he looks like he’s made it—no 9-to-6, posting late-night US market wins, living that “financial freedom” life. I thought he cracked the code. He didn’t. He’s actually scared. He just turned 28 and said something that stuck with me: “I’m winning in the market, but losing in life.” 🚀 The Windfall That Changed Everything Three years ago, he was a fresh grad at a local bank. Started dabbling in Nvidia, IONQ, and Coherent, mixing in options and crypto. Within two years, he pulled off a high six-figure run. That kind of money, that fast, rewires your brain. One green candle out-earned his entire monthly salary. Naturally, he thought: “Why grind for peanuts?” So he quit. Went full-time. Selling covered calls for “passive income.” 🍱 The “GrabFood & Gam

Everyone is still chasing chips like it’s 2024. But the real trade for 2026? It’s shifting—fast. Goldman Sachs’ Toshiya Hari just made a call most people will dismiss: 👉 Overweight hyperscalers, underweight semiconductors. Sounds wrong… until you understand the setup. The Market Is Pricing AI Backwards Chips already had their run Philadelphia Semiconductor Index up ~150% Trading at premium valuations Meanwhile: $Amazon.com(AMZN)$   $Microsoft(MSFT)$   $Alphabet(GOOG)$   $Meta Platforms, Inc.(META)$ 

$ORCL 20260605 170.0 CALL$   $Oracle(ORCL)$   Muthu boy closed his prata shop this long weekend to celebrate Labour Day 🍃 Oracle finally went up, so he said “enough flipping prata, time to flip portfolio.” Trading screen off, green time on—escaping all the AI ghost stories that were haunting Oracle last week 😂

Swapping trading screen time for some green time this long weekend 🍃 Nothing resets the mind like a long walk in nature—far away from all the OpenAI ghost stories that’ve been dragging Oracle down.

PM Wong recounting the evacuation of Singaporeans (and others) from Israel via a Republic of Singapore Air Force (RSAF) flight during the conflict. The 2 minutes of tears are for the cameras, but the anxiety is for the citizens.  We are told to 'upskill' and 'stay relevant' while the cost of living hits record highs and AI looms and new arrivals are coming  over for our rice bowls. 'Protecting workers' is just a slogan if we can’t afford to live in the city we’re working in. Stop monitoring and start mitigating the real costs. I propose the immediate formation of a High-Level Steering Committee to oversee the ongoing monitoring of our monitoring framework. We must ensure our 'wait-and-see' approach is being executed with maximum efficiency We don't need a PM who feels o

For years, $United Microelectronics(UMC)$   was written off as the “second brother” behind Taiwan Semiconductor Manufacturing Company. $Taiwan Semiconductor Manufacturing(TSM)$   chased 3nm. UMC got stuck with “old tech.” But here’s the twist: 2026 might be the year the “boring” chips outperform the cutting edge. 📈 UMC ADR Is Quietly Moving The U.S.-listed ADR (UMC) has been tracking the Taiwan rally, with the underlying stock hitting ~NT$80+ (multi-decade highs).   This isn’t hype. It’s fundamentals catching up. 🤖 1. AI Is Lifting the Entire Stack — Not Just GPUs Everyone is chasing NVIDIA. But AI doesn’t run on GPUs alone. It needs: Power management ICs Voltage regulators Aut