To The Moon

AMD Explodes Past $420 on AI Blowout — Is the ‘Multi-Vendor’ Supercycle Finally Here? The AI hardware trade just violently shifted gears. AMD melted up to a record high of $421.39 yesterday, surging +18.61% after a blockbuster Q1 report showed AI-driven profits nearly doubling and total revenue jumping 38%. With the stock now up an eye-watering +37% in just two trading sessions, Wall Street is aggressively tearing up old price targets. For months, the market wondered if anyone could truly challenge Nvidia’s datacenter monopoly. This earnings print just gave us the answer: the hyperscaler "multi-vendor" strategy is no longer just a theory—it is a heavily funded reality. But after a nearly 40% parabolic move in 48 hours, is it too late to chase? 1️⃣ The Hyperscaler ‘Multi-Vendor’ Reality The

To me, the recent highs in SPX, IXIC & $NVIDIA(NVDA)$ reclaiming a $5T market cap show that the AI cycle is still the main driver. At this point, holding quality AI-linked stocks has largely been enough, as earnings from names like AMD & ARM keep expanding the same infrastructure narrative across CPUs, orchestration & memory. At the same time, I’m aware the market is becoming more divided underneath the surface. Even with geopolitical risks easing, hedge funds have been net sellers & leverage in tech is coming down, which suggests institutions are becoming more cautious even as indices grind higher. So I’m staying invested but more selective. I still focus on AI infrastructure like AMD and ARM, and memory names like $SNDK$ and $M

$DBS(D05.SI)$  $ocbc bank(O39.SI)$  $UOB(U11.SI)$   Q1 2026 has set a high bar for the SG banking trio; while DBS (D05) impressed with record total income and a "juicy" dividend hike, its peers face a tougher interest rate environment squeezing margins。。。 OCBC Bank (O39) has been the dark horse of 2026, hitting record highs in April while D05 stole the "dividend king" headline; O39 is likely to see a positive post-earnings lift, driven by strong momentum in insurance and private banking, with a potential dividend payout revision influenced by D05, serving as a catalyst to retest recent highs UOB (U11) is expected to show m

$IREN Ltd(IREN)$  $NVIDIA(NVDA)$   IREN has officially partnered with Nvidia, signing a massive $3.4 billion AI cloud agreement over the next five years as part of a broader 5GW strategic collaboration. I’m not heavily invested in $IREN, but at around $43, the amount of negativity around the stock seemed overdone considering they still operate as a serious neocloud player with valuable compute capacity in a market where demand for compute continues to outpace supply. This announcement may not be a blockbuster hyperscaler deal, but overall it feels undeniably bullish. While no one knows whether the stock can comfortably hold the $70 range after the initial after-hours surge, the key de

Looks like the AI chip rally extends to its Asia counterparts too. South Korea's benchmark stock index has crossed the 7,000-point mark for the first time ever, led by chip giant Samsung Electronics (SSNLF). Investor sentiment was lifted by the global AI-driven chip rally a day ago and strong economic data released on Monday. Record high: The KOSPI index closed 6.5% higher at 7,384.56 on Wednesday, paring some gains after reaching a record intraday high of 7,426.60. The index's top gainers were Samsung, whose Seoul-listed shares rose over 14%, and Nvidia supplier SK hynix, which gained about 11%. Samsung's market cap also surpassed $1T, making it the second Asian company to join the trillion-dollar club after Taiwan Semiconductor (TSM). KOSPI's latest rally added to Monday's gains, which w

Why the Most Important AI Infrastructure Battle May Be Happening Far Below Big Tech’s Pay Grade For the past two years, the AI investment boom has revolved around giants. $NVIDIA(NVDA)$ sold the shovels, $Microsoft(MSFT)$ rented the mine, and $Amazon.com(AMZN)$ charged everybody extra for bringing their own wheelbarrow. Yet while Wall Street obsessed over trillion-dollar firms, a quieter shift began unfolding underneath them. DigitalOcean was never supposed to become one of the defining AI stocks of 2026. It lacked the scale, balance sheet and political gravity of hyperscalers. For years, it occupied a fairly unglamorous corner of the cloud market serving startup

The stock market keeps pushing to fresh records in 2026, and names like Micron, Western Digital, and SanDisk have been absolute standouts. These stocks have soared on explosive demand for DRAM, NAND, and high-bandwidth memory tied to AI data centers. Hyperscalers are pouring money into infrastructure, and these companies are delivering strong revenues and margins right now. It's been an impressive run.That said, I’m getting more cautious here. When the broad market and especially these high-flying sectors sit at elevated valuations, I start thinking about risk management rather than just riding the momentum higher. Why Caution Makes Sense Right NowMemory stocks are inherently cyclical. Yes, AI has given them stronger structural demand than past cycles — they really are the picks and shovel

🌟🌟🌟I invest in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ because I believe in the backbone of our modern world.  Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors.  They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor.  There are days when the volatility is staggering.  In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of th

$InnoTek(M14.SI)$ $1 Target Price.   InnoTek's near-to-medium-term growth is driven by a strategic pivot to expand its Southeast Asian manufacturing footprint by strengthen its balance sheet, strategic capital raising and capacity upgrades. Key Catalysts for InnoTek Growth: 1. Southeast Asian Capacity Expansion (Malaysia Facility): InnoTek has opened a new 10,000-square-meter manufacturing facility in Melaka, Malaysia, with a total capital investment of S$5 million. This plant will focus on precision metal-stamped components, a core part of its business. Operations already started in Q1-2026, with output ramping as customer qualifications progress. This expansion is a direct catalyst as it diversifies InnoTek's production base beyond

As SpaceX prepares for what could be one of the largest IPOs in history targeting a valuation north of $1.5–2 trillion with a potential $50–75 billion raiseElon Musk’s interconnected companies are undergoing significant restructuring.  The most notable development is the February 2026 merger of SpaceX and xAI, creating a combined entity valued at approximately $1.25 trillion (SpaceX ~$1T, xAI ~$250B). This all-stock deal integrates AI capabilities (including Grok) directly into SpaceX’s operations, with ambitions for space-based data centers powered by Starlink and orbital compute infrastructure. Has Musk Already Merged xAI with SpaceX?Yes. Reports confirm SpaceX acquired xAI in early February 2026, forming what Musk described as a vertically integrated “innovation engine” encompassin