To The Moon

🌟🌟🌟 $SanDisk Corp.(SNDK)$ is currently like a lightning rod. The structural need for memory is real, making a strong case for a supercycle. However the price you are paying for that future is heavily intoxicated by peak market sentiment. History screams a warning to those buying at the top. At these levels even a tiny piece of bad news, a minor shipping delay or a change in a single customer's budget could trigger a brutal avalanche. It is much better to buy $VanEck Semiconductor ETF(SMH)$ compared to buying just SanDisk alone. That way if SanDisk has a bad day, your portfolio is protected by othe

🌟🌟🌟The Tech market just threw a party with $ARM Holdings(ARM)$ up 17% & $Meta Platforms, Inc.(META)$ soaring over 11% because their new AI app hit No.1. And me? I made my profit on $NVIDIA(NVDA)$ . Even though it only rose 7% in the past 5 days, this 7% move on NVDA adds over USD 300 billion in market value. NVIDIA is the Master Puppeteer. It makes the chips that train and power all of it. NVIDIA is the steady engine. I will happily take Nvidia's slow & steady 7% gain, knowing that every single line of code those companies write is just putting more money into Jensen Huang's leather jacket fund. So go ahead & celebrate the f

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $SanDisk Corp.(SNDK)$ A 5% U.S. Treasury yield sounds very tempting. Lock in roughly 5% from government debt, avoid much of the daily drama of the stock market, and get paid while you wait. So if I could only choose: 🅰️ 5% Treasuries 🅱️ Stocks My answer is B, but with a twist. I would still choose stocks for their greater long-term upside, while treating 5% Treasuries as my paid waiting room for the next equity opportunity. Because when

I think the hybrid model makes the most sense. Local AI will not replace data centers, as the largest models and training workloads still need massive cloud infrastructure. But repetitive, privacy-sensitive and high-frequency inference could increasingly move local. For me, the key is total cost of ownership, not just raw performance. If companies can buy hardware once and run thousands of AI tasks without paying for every API call, local inference becomes more attractive. $Apple(AAPL)$ Apple’s unified memory gives it an interesting position, while $NVIDIA(NVDA)$ remains dominant in large-scale AI compute. I would watc

Client arriving in 30 minutes. I’m deep in an Excel sheet, listening to music, and bantering with colleagues in the meeting room. Cue the big boss walking in early to review his presentation slides. He sits right next to me, sweating bullets trying to prep his material. About a few minutes later, he snaps: "Can quiet down? I literally cannot concentrate." So I looked him dead in the eye and asked: "Boss, why can't you multitask?" Without missing a beat, he sighed: "Because I'm not a woman." The whole room burst out laughters. Is the "men can't multitask" thing actually real? Because my dad watching the World Cup is bulletproof evidence. Mum can ask him about breakfast three times and he won't even register a sound. Total shutdown mode. 😂

Have you noticed ‘trendy’ news prints appearing rather frequent recently ? Below is one such posts. (see below) It piqued my interest because it concerns the US stock market that I am vested in. So, here’s what I have found and sharing. Updated market commentary A major correction in the US composite indexes remains a credible risk, but it is not a confirmed or inevitable outcome yet. Since 01 Sep 2026, the warning signals have become more numerous: Elevated valuations, Deteriorating market breadth. Rising Treasury yields. Oil above US$100 a barrel. A more hawkish Federal Reserve. Narrow AI-led leadership. However, strong earnings expectations and continued demand for large technology companies have (so far) prevented a broad market breakdown. The long-term backdrop is unusually strong: Th

🇸🇬 My Singapore Portfolio: Simple, Boring… and Designed for Cash Flow When I started looking at my Singapore portfolio, I realised that I did not need to own dozens of stocks. Sometimes, a simple portfolio of companies that I understand can be much easier to manage. My Singapore holdings currently include Keppel, Keppel REIT and OCBC Bank. From my screenshot, my total Singapore market value is around S$4,273, while the portfolio is showing an overall unrealised gain of about S$1,641. That is the important lesson for me: I am not only looking for stocks that can go up quickly. I also want companies that can potentially provide cash flow, dividends and long-term capital growth. 🐶 This is my “cash-boost” mindset. Instead of asking only: “How much can this stock go up?” I also ask: “Can this i

Monday gave us one of the cleanest tests of the memory rally so far. SanDisk fell roughly 1.4% to around $1,766 after its S&P 100 inclusion became effective. Meanwhile: 🟢 Micron +2.77% 🟢 SK Hynix +0.73% 🔴 SanDisk -1.41% At first glance, that looks strange. If memory is still hot, why did one of 2026's biggest memory winners fall while its peers rose? I think the answer is important: The market may finally be separating the memory-cycle thesis from the SNDK trade. And that changes my Pick Levels. SNDK: The Easy Catalyst Has Expired SanDisk's S&P 100 inclusion created something traders love: a catalyst with a deadline. Index-tracking funds needed exposure. Traders could anticipate those flows. Momentum attracted more momentum. Then came September 21. The inclusion became effective. A

For me, AI Compute & Infrastructure remains the most interesting theme. AMD, $Cloudflare, Inc.(NET)$ and $F5 Inc(FFIV)$ show that AI growth is expanding beyond GPUs into networking, security and application delivery. I am especially watching AMD because of its strong data-center growth, although expectations are also much higher now. That said, I do not think this rally is purely about AI. CRWD and RBRK highlight rising cybersecurity demand, while VLO and MPC benefit from different energy and refining catalysts. I like seeing broa