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05-11
AI Memory Mania Ignites: $MU Rockets to Record Highs After 15% Surge 🚀
$Micron Technology(MU)$ $Micron Technology, Inc. (MU) Soars +15.49%: AI Memory Giant Hits All-Time High at $747, Momentum Accelerates 📈 Latest Close Data As of May 11, 2026 (ET), MU closed at $746.81, surging +15.49% (+$100.18). The stock hit a new 52-week and all-time high of $747.21. 🚀 Core Market Drivers Sector-Wide Momentum: The entire memory chip sector is rallying on strong AI server demand and tight supply conditions. Company-Specific Catalyst: Recent analyst upgrades and bullish price targets are fueling the breakout, with the stock decisively breaking above the $600 psychological barrier. 🔍 Technical Analysis Volume: High trading volume of 65.1M shares (Volume Ratio: 1.28) confirms strong institutional buying interest behind the breakout. M
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05-10
Hims & Hers: The High Stakes Gamble for a Weight Loss Revolution 🌟🌟🌟The energy around $Hims & Hers Health Inc.(HIMS)$
TOPNice Sharing 😁 @Shyon @JC888 @Barcode @Aqa @DiAngel @Shernice軒嬣 2000
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05-11
$TENCENT(00700)$ WeChat AI Evolution Is More Than A Chatbot 🌟🌟🌟For years WeChat was the "everything app" in China. It is the digital town square where 1.4 billion Chinese lived, chatted and paid. But as we head into the Q1 2026 results on May 13 2026, the narrative is shifting from "connection" to "AI intelligence". There is a profound sense of anticipation. We are not just looking at gaming numbers anymore. We are looking for the soul of the new WeChat. Can an AI agent truly capture the nuances of the Chinese population? The WeChat AI Evolution WeChat isn't just becoming an AI super app. It is becoming an AI Operating System. QClaw Is The New Secret Weapon: Tencent is quietly trialing QClaw,
TOPNice Sharing 😁 @DiAngel @Shyon @JC888 @Barcode @Aqa @Shernice軒嬣 2000
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05-09
OCBC Q1 2026 Review: NIM Bleeds 5% While CET1 Stays 15.2% | EP1599🦖
OCBC Q1 2026 Review: NIM Bleeds 5% While CET1 Stays 15.2% | EP1599🦖Twenty three percent growth in OCBC’s non interest income sounds like a nice headline until you realise it is the part of the business most exposed to market mood. The bank used a record S$1.61b in fees, trading and insurance income to patch a 5 percent bleed in core lending and still report a 5 percent net profit rise. My forensic tension is simple: I like fortress CET1 and 0.9 percent NPLs, but I do not like when your retirement cheque leans harder on wealth commissions than on loan margins.For Singapore investors living off CPF, SRS or dividend portfolios, the question is no longer “Is my capital safe?” but “What kind of risk is paying me this yield?” When a stock with a 4.52 percent dividend yield trades more than 26 pe
TOPLove the statements on retirement cheque leans hard on volatile wealth comms while capital risk elevates. A good summary of retiring or retired investors’ sentiment. 👍🏼
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05-09
🔥 $COIN Earnings Crater 31%—But the $305M Stablecoin Secret Says Buy the Blood 💎📉
The Pulse $Coinbase Global, Inc.(COIN)$ $COIN just posted one of its ugliest quarters in recent memory—revenue down 31% YoY to $1.41B, a brutal EPS miss at -$0.17 vs. +$0.11 expected, and 700 layoffs (14% of staff) as the company pivots to AI. Operating margins collapsed from 45.5% to 15.4%. Yet beneath the wreckage, two engines are roaring: USDC stablecoin revenue surged 11% YoY to $305M, and institutional derivatives (post-Deribit acquisition) exploded 37%. The stock bled 3.5% to $199, testing critical support at the $200 psychological level. Is this a value trap—or the last chance to load before stablecoins and derivatives rewrite the narrative? 📊 Key News Revenue Miss: $1.41B (-31% YoY) vs. $1.49B consensus (~5.4% miss) EPS Disaster: -$0.17 ac
TOPThe stablecoin angle is the part I think the market still underestimates. Trading revenue can stay noisy, but if Coinbase keeps building more durable revenue streams beyond pure transaction volume, the story starts looking very different. That’s why I’m watching the quality of revenue more than the headline drop here.
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05-09
Is Singapore Airlines Still Worth Holding Before May 14? | Iggy Answers Podcast | EP1600🦖
Is Singapore Airlines Still Worth Holding Before May 14? | Iggy Answers Podcast | EP1600🦖I keep seeing the same mistake with Singapore Airlines right now: everyone is obsessing over the share price while ignoring the three numbers that will actually decide whether your payout survives May 14. Net profit has already slipped from about S$2,778m to S$2,275m, yet the balance sheet is still one of the cleanest in the sector and SIA is actually earning net interest on its cash. That combination is rare, and it tells a very different story from the headlines.If you are holding SIA in CPF, SRS, or a simple dividend portfolio, your real risk is not “is this blue chip safe” but “how much harvest is left on this tree at a 5.6 percent yield.” On May 14 I am watching three inputs: profit recovery, pass
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05-09
NVIDIA’s demand ceiling is no longer just “GPU orders”. It is power, HBM, CoWoS packaging, advanced-node wafers, networking, and customer ROI. Hyperscaler demand still looks strong, but Google narrowing the market-cap gap shows the market is starting to reward AI monetisation, not only AI infrastructure. TSMC looks even cleaner as the picks-and-shovels winner. Its April revenue rose 17.5% YoY, Jan-Apr revenue rose 29.9%, and it is guiding capex near the high end of US$52-56B, mainly to support AI and advanced nodes. My view: NVIDIA still has upside, but the easy rerating phase is over. The next leg needs Blackwell/B-series delivery, margin resilience, and proof that customers are not over-ordering. TSMC’s dominance looks more durable, because whether the winner is NVIDIA, AMD,
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05-09
At this stage, simply holding quality stocks is still working, but blindly buying anything is not. This is a late-cycle, liquidity-driven bull market where leadership is narrow and expectations are extremely high. My read: 1) Chase highs? Not broadly. Buy selectively. Semis, AI infra, storage, and power remain leadership. But after huge moves in NVIDIA, Advanced Micro Devices, and Arm Holdings, risk/reward is less attractive near-term. Momentum can continue, but pullback odds rise as positioning gets crowded. Recent rallies were tied to Iran deal hopes and strong chip earnings, which also lowered oil and eased rates pressure. 2) Goldman vs hedge funds I would listen to both. Goldman = structural bull case: AI capex + easing financial conditions Hedge funds exiting = tactical warning:
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05-09
$CoreWeave, Inc.(CRWV)$ The AI infrastructure thesis still holds, but CoreWeave’s equity thesis has become more fragile. Why the stock dropped despite a beat: 1) Guidance missed, and that matters more than backward-looking revenue Q1 revenue was US$2.08B (+112% YoY) and backlog reached US$99.4B, both signalling massive demand. But Q2 guidance missed consensus, which told markets growth may be more uneven than “hyperdrive” headlines imply. 2) Scale is coming with brutal capital intensity Operating expenses doubled, net loss widened to US$740M, and interest expense was US$536M in one quarter. That is the hidden cost of building an AI utility at hyperscale. 3) Leverage risk is real If utilisation slips, pricing softens, or financing cost
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05-09
🏦 Singapore Banks: Wealth Tsunami Drowning NII Pain — $DBS Takes Crown 👑
The Pulse 🌊 $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ Singapore's banking titans just dropped Q1 scorecards, and here's the verdict: Net Interest Income is bleeding, but wealth management is printing money like it's going out of style. $DBS, $OCBC, and $UOB collectively saw NII crater 6-8% YoY as SORA collapsed from 2.54% to 1.07%, yet they still beat consensus by flexing their wealth arms. $DBS is the undisputed alpha here—SGD 12B in wealth inflows (+15% YoY) crushed the game while revenue beat Bloomberg by +4.2%. Meanwhile, $UOB hit oversold RSI(14) at 28, screaming technical rebound setup. This isn't just a Q1 story; it's a wealth war where Singapo
TOPAgreed that $UOB(U11.SI)$ is the perfect buy opportunity and that DBS is a technical gift!
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05-09
$MARA Holdings(MARA)$ is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic
TOPMARA always turns earnings into chaos lol, anyone actually buying the AI pivot yet?
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05-10
My call: stay invested, but trim selectively. This rally is not purely speculative. It is backed by real capex, strong earnings breadth, and a sharp repricing in AI infrastructure names like Nvidia, Advanced Micro Devices, Micron Technology and Sandisk. The semiconductor index is up sharply, and earnings have broadly beaten expectations. That said, six straight weekly gains + elevated valuation percentile = thinner margin of safety. Forward returns from here are likely more volatile. My positioning: Core compounders (60 to 70%): hold High-beta runners (20 to 30%): trim into strength Cash (10 to 20%): rebuild for pullbacks Next week matters. If Alibaba Group, Tencent and Cisco Systems confirm AI monetisation, networking demand, and enterprise spend, the bull case extends. If not, the
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05-10
I think HBM still has upside, but easy money is no longer easy. Bull case, cycle not done AI accelerator demand remains structurally strong, led by NVIDIA, custom ASICs from hyperscalers, and broader enterprise AI adoption. HBM is not commodity DRAM. It is high-complexity, packaging-constrained, and qualification-heavy. Supply cannot ramp overnight. Beneficiaries remain clear: Micron Technology, SK hynix, Samsung Electronics, plus ecosystem names like SanDisk on broader memory repricing. Bear case, valuation is running ahead This week’s sharp move likely pulled forward part of 2H expectations. Once Samsung and SK hynix commit materially more wafer capacity, markets will start pricing the next oversupply phase before it arrives. Memory stocks historically peak when sentiment is strongest. M
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05-10
US Stocks Out of Control 🎢 — The Era of Overnight Surges The recent madness in the US stock market is bordering on out of control. Watching SANDISK skyrocket over 4000% in a year, I can’t help but wonder if we’re approaching something like the 2000 Dot-Com bubble. Honestly, I haven't been in the market that long and I'm still building experience, but even the craziness of 2021 doesn't compare to what we're seeing right now. 🤯 The Buffett Indicator is currently sitting around 210-230%, whereas it only peaked at about 150-200% during the height of the Dot-Com bubble. This means the total market cap of US stocks has far outgrown the actual size of the US physical economy. Meanwhile, the Shiller PE ratio is hovering around 42, which is neck-and-neck with the 38 we saw in 2021 and the 44 we
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05-10
Hims & Hers Q1 Showdown: Can the Novo Nordisk Partnership Shield HIMS From an FDA Compounding Ban? Hims & Hers ($HIMS) is set to report highly anticipated Q1 2026 earnings tomorrow after the closing bell, riding an explosive +37% monthly rally that completely defied the broader healthcare sector slump. With the FDA aggressively proposing to exclude key weight-loss molecules from its 503B compounding bulks list, retail bears are betting on a catastrophic revenue cliff. Meanwhile, Eli Lilly ($LLY) just surged 10% on a massive earnings beat, leaving traders wondering: is Hims about to follow Lilly to new highs, or are traders walking straight into a regulatory trap? Here is the data-driven breakdown of how the smart money is positioning for the print. 1️⃣ The FDA 503B Proposal & T
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05-10
There must be something that the smart money knows. Not sure why Goldman is going against the general flow. As usual, the smart money manipulates the market and we never know if goldman is trying to trick retail investors to pour money into the stock market. I don’t dare to chase the highs at this current level. It looks over extended though valuation is near the past 5 years. Technology and AI has driven the gains. Considering that it is driven by specific sectors rather than market as a whole is concerning even with strong labour reports. AI and technology could go higher but I prefer to wait for pullbacks to give me bigger bang for my buck. There is no hurry to jump in with my investment horizon of at least 10 years. Rate cuts will likely fuel technology and AI stocks to rise but there
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I think both will go up with more AI capex. The technology and use cases advance rapidly and all industries are FOMO and fear of being the laggard. AI promises productivity which means more output with less manpower. With agentic AI, more are looking to learning costly manpower or in industries where manpower is always a limit. In the short term, however, I think memory has a bigger upside. For years, many recognise CPU as being crucial but only recently that memory became talk of town and this creates awareness of demand being far greater than supply. This along with many rushing to buy the stocks create upward pressure. So I believe memory stocks will see the gains that CPU has 2-3 years ago. I think AMD’s fair value is probably another year 10-20% more as it is hard to have data centres
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05-11
Gold's Shifting Role: Losing Its Hedge in a "War Regime" Market?
Gold has delivered extraordinary returns in recent years, surging to record highs amid geopolitical tensions, central bank buying, and persistent economic uncertainty. Yet many investors have observed a troubling pattern: gold prices are increasingly moving in sync with equities and broader risk assets, rather than acting as a counterbalance when markets decline. This development challenges gold’s long-standing reputation as a reliable portfolio diversifier and crisis hedge. Traditional Strengths Under Pressure For decades, gold has been prized for its ability to protect against inflation, currency debasement, and geopolitical shocks. It typically exhibits low or negative correlation with stocks and bonds, often rising during equity market drawdowns as a classic “safe haven.” Central banks
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05-11
🚀 Tencent Crushes Q1: WeChat AI Just Declared War on ByteDance | $TCEHY 🎯
🔥 The Pulse $Tencent Holding Ltd.(TCEHY)$ $Alibaba(BABA)$ $TCEHY just dropped a Q1 earnings masterclass that Wall Street almost underpriced. While the stock dipped 1.32% to $59.82 on profit-taking, the real story isn't the beat—it's the weaponization of WeChat's AI ecosystem. With 15%+ user adoption on AI features and a cloud revenue surge that's quietly suffocating $BABA, Tencent isn't just defending its moat—it's expanding into ByteDance's backyard. The kicker? Gaming licenses are flowing, mini-app ad wars are heating up, and suppliers like Hasake are drowning in orders. This isn't a "hold and hope" play—it's a calculated strike on China's entire digital economy. 📊 Key News: The Numbers That Matter EPS