To The Moon

My stock in focus today is following its massive AI chip agreement with . A potential US$60 billion, five-year deal — with Meta able to acquire up to 10% of $Advanced Micro Devices(AMD)$ — is a strong strategic endorsement. The market reacted decisively, sending AMD up over 7% while rivals like and slipped. What stands out is the focus on inference, with Meta helping design AMD’s MI450 GPUs for real-world AI workloads like chatbots. As inference demand is expected to outgrow training, this positions AMD in a key long-term growth segment. Beyond the headline numbers, the inclusion of customized CPUs and multi-generation supply commitments shows this is a deep infrastructure partnership, not a one-off order. With hyperscalers increasingly diversif

1. Can AI CapEx remain this aggressive? So far, hyperscaler spending has behaved unlike a normal cycle because AI compute is still supply-constrained rather than demand-constrained. Why spending has held up: Hyperscalers are competing for model leadership, not short-term profit. Training capacity still determines capability leadership. Blackwell systems are effectively pre-sold through backlog visibility. Meta, Microsoft, Amazon, and Google are still signalling elevated multi-year CapEx. That suggests FY2026 spending is strategic infrastructure, not discretionary IT. However, the market is starting to ask a new question: > Are customers buying compute because they must, or because it already produces ROI? That distinction determines Nvidia’s multiple expansion from here. --- 2. “Grab Co

This development is important, but its significance depends on how one interprets the structure. The headline number sounds transformational, yet the deeper implication is strategic rather than purely financial. Let us separate signal from narrative. --- 1. Does this materially reshape AMD’s long-term outlook? Yes structurally, but not immediately financially. AMD’s historical challenge in AI has never been chip capability alone. It has been ecosystem credibility and deployment scale. Nvidia’s advantage comes from entrenched hyperscaler adoption and software lock-in. A multi-year Meta commitment changes three things: (a) Validation risk disappears Hyperscalers act as industry validators. If Meta commits multi-gigawatt deployment, it signals: MI-series accelerators are production-ready at h

Citron’s argument is not new in memory cycles, but the timing is interesting. Every memory upcycle eventually attracts a “supply illusion” thesis because historically, memory has been the most cyclical segment in semiconductors. The key question now is whether this cycle still behaves like the old PC and smartphone-driven cycles, or whether AI has structurally changed demand. --- 1. What the “supply illusion” thesis is really saying Short sellers are likely arguing three points: 1. Front-loaded AI orders Hyperscalers may be over-ordering storage and memory to avoid shortages, creating temporary demand spikes rather than sustainable consumption. 2. Capacity eventually catches up NAND historically swings from shortage to oversupply quickly once fabs ramp output. 3. End-demand outside AI rema

You did not just ride the AI wave. You created the rails it runs on. The market no longer doubts your technology. It questions whether demand can grow as fast as expectations. Training built your dominance, but inference will define your legacy. The next victory is not selling more GPUs, but making AI compute indispensable and economically efficient. If customers earn real returns, your growth becomes structural rather than cyclical. Protect your true moat, the ecosystem. Hardware attracts attention, but software creates dependence. As long as developers build around you, competitors remain alternatives, not replacements. The market prices perfection now. Keep proving that AI is not a hype cycle, but the next layer of global infrastructure.”

$ValueMax(T6I.SI)$ 2 Target Price by WallStreet analyst. ValueMax Group (SGX:T6I) Simply Wall St Value Rating: ★★★★ Overview: ValueMax Group operates in pawnbroking, moneylending, and the retail and trading of jewellery and gold, with a market capitalization of approximately SGD 0.48 billion. Operations: The company generates revenue primarily from retail and trading of jewellery and gold, alongside pawnbroking and moneylending services. The gross profit margin has shown a notable trend, increasing from 6.65% in mid-2014 to 28.45% by the end of 2024. Operating expenses have been a consistent component of the cost structure, with general and administrative expenses being significant contributors. PE: 5.5x ValueMax Group, a small company in Asia,

$Advanced Micro Devices(AMD)$ it's going up now

$CapLand IntCom T(C38U.SI)$  retail stocks rebounding strongly

#MyOptionInvestmentJourney Hi everyone! I am back again this week (Feb 23) with an update on my option investing journey. For new reader, may refer to my recap section on the context. Now for my update... 💰 Progress So Far: My current capital is 4,050 USD as of 01-Feb-2026. This week, I have sold 1 PUT Option that expired on (20260320). $TSLL 20260320 11.0 PUT$   I have collected another 16.24 USD in premium — bringing my total Net Revenue since 12th August 2025 to 234.46 USD, which is approximately 5.79% p.a. to date on my capital (currently 4,050 USD). This means I have 4 PUT Options that expired: A. 20260227 B. 20260306 C. 20260313 D. 20260320 Thanks for following along — I will post updates weekly. Lets see how far thi

$Lemonade, Inc.(LMND)$ still profits even after huge crash, continue to dca

$IREN Ltd(IREN)$ down but not out?+! 

$BE 20260227 139.0 PUT$ will be hit 200 end of 2026?? Possible ... 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ one of the best ETF that I have been holding. any suggestions for other ETF to ride the AI boom? 

$Frasers L&C Tr(BUOU.SI)$ sharing. waiting for better rates to boost this share price by another few cents

$Tesla Motors(TSLA)$  revert to the mean time

$COIN 20260417 185.0 PUT$ banking on btc reversal 

$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$  $195p is helped by the AMD good news.