To The Moon

Market Snapshot Singapore stocks opened higher on Friday. STI rose 0.3%; Venture up 7%; SGX, OCBC Bank up over 2% on strong earnings; DBS rose slightly; UOB fell over 2%. Stocks in Focus $UOB(U11.SI)$: The lender on Friday said it recorded a S$1.48 billion net profit for its three months ended Jun 30, up 10 per cent year on year from S$1.34 billion. This was due to net fee income rising on record wealth management fees. The earnings slightly beat the S$1.45 billion consensus forecast in a Bloomberg survey of five analysts. It declared a dividend of S$0.88 per share for the period, down from S$1.10 per share paid out in the same year-ago period. UOB shares ended 1.2 per cent or S$0.52 higher at S$43.58 on Thursday.

New AI Storage Architecture Takes Shape! $SK hynix(SKHY)$ and $SanDisk Corp.(SNDK)$ Announce the First Standard Specification for HBF Major South Korean memory manufacturer SK Hynix, in partnership with SanDisk, has officially released the first standard specification for High Bandwidth Flash (HBF), a next-generation storage technology. Positioned as a novel storage tier between HBM and solid-state drives (SSDs), HBF delivers high-speed data transfer capabilities similar to HBM while significantly expanding storage capacity through NAND flash memory. Driven by the widespread adoption of AI inference and skyrocketing data processing demands, its advantages of high bandwidth and scalable c

🌟🌟🌟 $Microsoft(MSFT)$ is an immediate take-profit and wait signal. While it remains an absolute tech titan, the broader market is losing steam. Institutional funds are piling into the stock as a temporary bunker. When everyone runs into the same room at the same time, the room gets incredibly expensive. Microsoft's "independent market" run isn't because of a sudden spike in earnings. It is because it is used as a corporate blanket. Microsoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship. Right now Microsoft's Forward P/E ratio sits around 25.5x. This means that investors are paying a premium compared to the aver

According to a Stomp report, urinals at MacPherson MRT station sparked amused reactions after a commuter pointed out they were installed at "a very awkward height". Muthu boy was just wiping down the tables at his shop when he caught wind of the big internet gossip floating around from Stomp. Turns out, a 39-year-old livestreamer named Fai (@fai_star_restaurant) ran into a massive crisis at the MacPherson MRT station toilet around 11:00 PM on August 7. The urinals were installed at such a bizarre height that they drew amused reactions all over social media. Fai complained that he "almost cannot reach" them. Shaking his head while tossing a piece of prata, Muthu muttered to himself: "Aiyah! MacPherson MRT toilet got problem already. Next time just come straight to my prata sh

$SpaceX(SPCX)$ I decided to average down my $SpaceX(SPCX.US) position because the recent pullback is starting to look more like a near-term reset than a change in the long-term story. After the heavy selling pressure following its first earnings report and the post-IPO share unlock, the stock appears to be finding support and beginning to rebound. For me, this is exactly the kind of weakness I'm willing to use to improve my average entry price, especially if momentum continues to stabilize. I'm not trying to catch the exact bottom, but the risk-reward looks more attractive now compared with chasing the stock at much higher levels. Fundamentally, I still see several powerful long-term growth drivers. SpaceX is not simply a launch company — Sta

The AI Rally Is Being Repriced The recent sell-off in technology stocks has definitely made investors nervous. When names like Micron, $SanDisk Corp.(SNDK)$ andfall more than 40%–50% from their recent highs, it is easy to ask: Is the AI boom finally coming to an end? Personally, I don't think so. I see this more as a major reset in expectations, valuations and positioning after an exceptionally strong AI rally. The key question is no longer simply whether AI will grow, but which companies can turn massive AI spending into sustainable revenue, earnings and free cash flow. From"Buy AI" to "Prove It” The market has changed significantly. Earlier in the AI rally, almost anything related to semiconductors, data centers or AI infrastructure c

$SK hynix(SKHY)$ 📉 Solidigm Nasdaq Listing Fears: Rumors are swirling that SK hynix is pushing for a U.S. Nasdaq listing for its subsidiary, Solidigm. Shareholders are panicking that outside investors will dilute SK hynix's stake and add to the infamous "Korea discount." 🤖 Wild AI Rumors Shot Down: Crazy Telegram rumors claimed SK hynix was selling HBM chips to Nvidia at a massive 50% discount just to grab priority GPUs. SK hynix strongly denied this, calling it completely false. 💰 Cash Hoard vs. Shareholder Returns: While Korean chip giants (Samsung & SK hynix) are sitting on a massive $263.4B in net cash fueled by the AI boom, investors are frustrated over weak payout policies compared to global peers like Micron (wh

🌟🌟🌟TGIF! Should investors chase the risk or bag the profits? Strategy A: Ignore the choppy charts, assume the macro panic is seasonal noise and aggressively buy tech names like $SK hynix(SKHY)$ $NVIDIA(NVDA)$ that have pulled back from their all time highs. The risk is that you may find out the hard way that the old dog tech sector is actually a wolf in disguise, ready to chew a big hole through your portfolio. Strategy B: Take the money & run Put the profits securely in the bag, tighten your trailing stops & wait until the bad news hit like high inflation. The reward is that you protect your hard earned capital, preserve your sanity & guarantee that you have plenty of dry

I don't think the recent tech sell-off means the AI bubble is bursting. To me, this is more of a reset in valuation and expectations after a massive rally. I remain bullish on the long-term AI trend, but I'm becoming more selective: $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ remain attractive due to their strong competitive positions, while $Micron Technology(MU)$ offers long-term HBM and memory exposure but comes with higher cyclicality. I prefer to buy gradually rather than trying to call the exact bottom, and I'm especially cautious with leveraged ETFs because