$MP Materials Corp.(MP)$ have potential to go up further with usa govt main focus to turn mp into global supplier to usa market n allies for rare earth
$PLUG 20251010 3.5 PUT$ my plug power pits got assigned which means I have a huge bunch of plug power to sell. The question is do I sell it thru selling calls ? Or do I sell direct the shares and realise the profits . for now I will take a look at the premium that the options market maker is offering before deciding to sell:. Option wheeling is fun ! And though the risk is high the rewards are great
Should You Invest in SDRs or Primary-Listed Securities? A Guide for Singapore Investors
In an increasingly globalized investment landscape, Singapore investors are spoiled for choice when it comes to accessing international stocks. One innovative option gaining traction is Singapore Depository Receipts (SDRs), which allow seamless trading of foreign companies on the Singapore Exchange (SGX) without the hassle of overseas accounts. But with SDRs come a key question: Should you opt for these convenient wrappers, or go straight to the source by investing in the securities' primary listings on their home exchanges? What Are Singapore Depository Receipts (SDRs)?SDRs are financial instruments that represent ownership interest in shares of companies listed on foreign exchanges, such as those in Thailand or Hong Kong. Issued by a local financial institution (like Phillip Securities,
Déjà Vu After AMD: OpenAI Sparks Another AI Chip Frenzy with Broadcom & Arm
$Broadcom(AVGO)$ The AI chip wars just got another major twist. Broadcom shares surged more than 8% on Monday after reports that OpenAI is partnering with the semiconductor giant to co-develop custom AI accelerators, targeting deployment in the second half of 2026. Meanwhile, Arm Holdings soared over 8% after hours, following word that OpenAI is also collaborating with Arm on chip architecture for Broadcom’s upcoming AI designs. This announcement follows last week’s rally in AMD, sparked by speculation that OpenAI might select AMD’s Instinct chips to complement NVIDIA’s GPUs in training future large language models. The pattern feels familiar — a new “OpenAI favorite” seems to ignite each week, propelling entire segments of the semiconductor marke
America’s New Resource War: Rare Earths Emerge as the Oil of the AI Age
$MP Materials Corp.(MP)$ After a chaotic few weeks in the markets, a familiar theme is roaring back to life — strategic resources and geopolitical leverage. This time, it’s not oil or semiconductors grabbing the spotlight, but rare earth elements (REEs) — the crucial building blocks behind everything from electric vehicles and wind turbines to AI servers, fighter jets, and smartphones. Last week, U.S. rare earth miners surged after President Donald Trump declared that the United States would “retaliate” against China’s export controls on key critical minerals. The move reignited investor speculation that the U.S. could accelerate efforts to secure its own domestic supply chains — a theme that could reshape the global materials market in the coming y
1️⃣ Broadcom’s Position in the AI Race Broadcom’s surge is justified — the reported partnership with OpenAI marks a major strategic win. The company’s strength lies in custom silicon and networking chips, not general-purpose GPUs like Nvidia’s. If OpenAI truly intends to co-develop application-specific AI accelerators, Broadcom could carve a niche similar to what TSMC is to fabrication — indispensable but behind the scenes. This makes it more of a picks-and-shovels play rather than a pure AI model bet. It’s unlikely to dethrone Nvidia, but it could easily become the next big infrastructure enabler after AMD, especially as hyperscalers look for cost-efficient, domain-specific chips. 2️⃣ On OpenAI’s “Crazy Galaxy” OpenAI is evolving from a software lab into a full AI ecosystem architect — to
I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat. Tariff exposure and how new U.S.–China measures could affect export flows. Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification. 2025 guidance updates, especially if management raises its AI-related revenue forecast again. Unless there is a major surprise on tariffs or FX impact, I e