$VanEck Semiconductor ETF(SMH)$ Market spend more time going up than coming down... Thus, spending more time in the market is better than timing the market.. identifying and holding evergreen areas such as semiconductors is a good way to grow wealth...
$MU 20260508 600.0 CALL$ People were calling memory a “cyclical trap” and saying 400 was the top for Micron. Now look at it — pushing toward 600. 2026 isn’t about debating whether storage matters. It is the main storyline. AI, data centers, everything runs on memory demand. The real takeaway? The narrative always sounds smartest at the turning point — just usually in the wrong direction.
Berkshire Hathaway’s Massive Cash Pile: Warren Buffett’s Cautionary Signal or Overly Conservative Stance?
Berkshire Hathaway is sitting on a record cash hoard approaching $400 billion recently reported at $397.4 billion at the end of Q1 2026 under new CEO Greg Abel. This follows years of net stock selling and restrained deployment, even as markets hit highs before recent volatility. Does this mean the market is dangerously overvalued, with few worthwhile investments left? Or is Berkshire simply being too cautious in an environment where others see abundant opportunities, particularly in AI and growth sectors? To answer this, we must explore Warren Buffett’s long-standing investment philosophy, his recent (and ongoing) commentary, and historical parallels. The Scale of the Cash MountainBerkshire’s cash and short-term investments, primarily in U.S. Treasuries, have ballooned from around $100-130
$DBS(D05.SI)$ results reinforced my view that SG banks are shifting toward a fee-driven growth model rather than relying on interest rates. With DBS delivering record wealth management fees & strong deposit inflows, the franchise remains resilient even in a lower-rate environment. CASA strength and inverted rate sensitivity suggest earnings are increasingly driven by client flows, not just margins. The focus now shifts to whether UOB & OCBC can replicate this momentum. With NIM pressure largely priced in, wealth & fee income will be the key differentiator. If both banks show solid private banking and investment product growth, the sector still has upside. My base case is a partial match on wealth strength, supported by continued sa