To The Moon

This is a genuine regime shift story for Advanced Micro Devices, not merely a short squeeze. Key points: • Q1 revenue +38% YoY and data centre has become the main growth engine, confirming AI is now core, not optional.  • Multi-cloud validation matters most. Amazon Web Services, Microsoft Azure and Google Cloud expanding procurement de-risks concentration risk.  • Next catalyst is execution. If MI300X and follow-on Instinct ramps keep accelerating, institutions will start valuing AMD more like an AI platform leader rather than a cyclical chip name.  My technical roadmap: • $450: first magnet, likely near-term consolidation zone • $500: major psychological level, profit-taking likely • $550 to $625: possible 6 to 12 month bull case if guidance keeps surprising higher, cloud c

My read: the ceiling is not compute demand, it is supply chain throughput. For NVIDIA: • Hyperscalers are shifting from pilot spending to infrastructure-scale deployment. This is a multi-year order book, not a one-quarter burst. • Industrial AI demand is broadening beyond cloud. Energy, manufacturing, simulation and digital twins are now meaningful buyers, which widens NVIDIA’s TAM materially.  • The true bottlenecks are HBM memory, advanced packaging (CoWoS), power, and datacentre buildouts, not customer appetite.  NVIDIA roadmap: • Near term: $260 to $280 if next guidance lifts again • Bull case: $300+ becomes realistic if Rubin ramp + networking attach rates remain strong • Ceiling? Still unclear. Demand looks capacity-constrained, not end-market-constrained. For TSMC: • The U

$SUPER MICRO COMPUTER INC(SMCI)$  My view: I would not chase a 25% gap-up candle blindly, but I would not dismiss Super Micro Computer either. Bull case • AI server demand is very real. SMCI sits directly in the spending pipeline as a rack-scale integrator for NVIDIA and increasingly Advanced Micro Devices platforms. • Revenue more than doubled YoY to about US$10.24B, margins recovered sharply, and guidance was raised, showing operational momentum is strong.  • With hyperscaler capex in “hyperdrive”, SMCI has tailwind visibility into 2027. Bear case • Governance discount remains. The company is not charged, but a co-founder and others were indicted over export-control violations, and an independent probe plus forensic review is ongoing.&

$ProShares UltraPro QQQ(TQQQ)$ TQQQ是穩賺不賠的長勝將軍 或許而家仍有不少人滿腹疑惑：為何一隻常年被財經專家界定只適合短線操作、手續費高昂、長線持有容易被折價慢慢蠶食本金、開立交易權限還需證券商事前風險評估，被視作投資人墳墓的TQQQ，我卻反覆撰文，將其定調為穩賺不賠、短炒長揸兩相宜，更是一隻「只有買貴、不會買錯」的長勝將軍。不少人會質疑：我是存心誤導、別有居心，還是根本胡言亂語、無藥可救？ 各位大可稍安勿躁，執筆之刻，我思緒清晰、邏輯完整，所言皆有跡可尋、有理可據。2026年4月24日，納斯達克指數與TQQQ同步創下歷史新高，這個極具代表性的特殊日子，正好鐵證如山，印證我一直以來的論述，絕無虛言。 首先想問大家：何謂歷史新高？即是突破開市以來的最高價位。而不斷刷新歷史紀錄，背後又代表著什麼？這看似簡單的問題，絕大多數人甚少深入思考。多數人只會覺得，破新高就只是價格破紀錄而已，根本無須費心深究。 但在我眼中，一連串的歷史新高，恰恰坐實TQQQ「隱性股皇」的地位。TQQQ最新價位錄得62.56美元，意味不論過往你在任何高點追入，只要耐心持貨至今，通通能夠扭虧為盈。回望過去十六年，任何時間點買入TQQQ並長期持有，最終都能實現獲利，足以證明我的論點千真萬確、毫無誇大。 更關鍵的是，創新高從非偶然，而是TQQQ的常態走勢。早於2011年開始，TQQQ多次股價衝破百元大關、刷新歷史高位，隨後進行股份拆分。試問一隻十六年長期震盪向上、反覆突破頂部、持續締造新紀錄的槓桿ETF，豈會擔不起「長勝將軍」這個稱號？ 長勝從非一時之勇，而是長時間的業績累積。單一股票極難做到恆強，今日風頭一時的龍頭企業，隨時會淪為明日黃花。縱使一時實力強橫、舉世矚目，就連馬斯克、黃仁

$ASML 20260821 1500.0 CALL$ I’ve been finding a lot of satisfaction lately in capitalizing on intraday movements with ASML, focusing on capturing those quick daily gains rather than holding out for a singular massive payout. There is a specific kind of peace that comes with locking in a profit within the same session, as these consistent wins feel far more sustainable than waiting weeks for a "home run" that may never materialize. This approach keeps me agile and ensures that I’m not just watching green numbers on a screen, but actually realizing them. This shift in strategy is a direct response to the hard lessons I learned about the dangers of theta decay and the unpredictability of holding calls too long. By moving i

Dow 50K, $5T Nvidia, and the Ultimate Melt-Up: Too Late to Chase or Just Getting Started? The melt-up is absolutely relentless. Yesterday, the SPX shattered resistance to hit an intraday high of 7369.22, the IXIC (Nasdaq) soared to 25,850.19, and the Dow confidently reclaimed the historic 50,000 mark. Driven by a violent repricing in AI hardware, a finalized Iran deal, and the sudden return of Fed rate-cut expectations, the bulls are running completely unchecked. But beneath the surface of these staggering index numbers, a massive divergence is brewing: Wall Street banks are raising price targets, while hedge funds are quietly heading for the exits. So, is simply holding stocks enough to make money in 2026, or are we buying the absolute top? Let’s break down the mechanics of this historic

Nvidia and TSMC Ignite ‘Hyperdrive’ — But Where Is the Absolute Ceiling for AI Demand? The semiconductor super-cycle just caught another massive tailwind. Both NVDA and TSM surged approximately 6% following explosive analyst reports that hyperscalers have officially entered an AI compute "hyperdrive" procurement cycle. This isn't just about Big Tech building better chatbots anymore—TotalEnergies’ massive deployment of the Pangea 5 supercomputer proves that heavy industry is now aggressively entering the AI arms race. With advanced node utilization maxing out and Google rapidly closing the market cap gap with Nvidia, the market is asking one critical question: is there actually a ceiling to this demand, or are we still in the early innings of a multi-year hardware rollout? 1️⃣ The "Hyperdri

Personally, with COE above S$125,000, I would still choose MRT over owning a car in Singapore. Paying over S$200k for a normal family car is becoming very hard to justify, even for dual-income households. I also think COE prices may stay structurally high due to limited supply and strong demand. From an investment angle, $Byd Company Limited(002594)$ appears to benefit the most. Singapore may be a small market, but it is an important branding showcase for Southeast Asia. BYD’s strong visibility here strengthens its regional expansion story beyond China. For $NIO Inc.(NIO)$ and $XPeng Inc.(XPEV)$ , I think the premium EV market in Singapore is very niche. At S

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