To The Moon

$ARM Holdings(ARM)$ $ARM Holdings(ARM)$  I've recently started to DCA into Arm Holdings because I believe the company is becoming one of the most important foundational players in the AI and edge computing era. While many investors focus mainly on GPU makers, ARM's architecture already powers the majority of smartphones and is now expanding aggressively into AI PCs, data centers, automotive, and IoT devices. To me, this creates a very strong long-term structural growth story. What makes ARM especially attractive is its business model. Unlike chip manufacturers that require massive capital expenditure, ARM operates with a licensing and royalty-based model that can scale efficiently as more devices

$EQT Corp(EQT)$ $EQT Corp(EQT)$  I've recently started to DCA into EQT Corporation because I believe it sits right at the intersection of three massive long-term themes: AI power demand, the global energy reshuffling after the Middle East disruptions, and the positioning of some of the smartest institutional capital in the market today. What caught my attention was not just the stock itself, but how multiple independent research paths all converged toward the same conclusion — that natural gas may become one of the most critical bottlenecks of the AI era. The first reason is the AI electricity story. Over the past year, the market focused heavily on GPUs, memory, and AI infrastructure names, but i

$NVDA 20260513 205.0 PUT$ This weekend seems like it could go anywhere. But one thing for certain about NVDA is that it will zigzag a heck lot when market can't decide, ...so I just bought both PUT and CALL to sell at highs and lows.

$ALB.HK 20260515 115.00 PUT$ 過幾日就出業績，加倉走轉短，以現在呢個市況業績唔太差，也是等收錢[得意]  

$Jardine C&C(C07.SI)$   keep the momentum today ... continue!

$NVIDIA(NVDA)$  this is everyone's Favorite & The largest company in the world. Best in  class & it's streets ahead of its rivals. If NVDA can export to china without hiccups, its share price can go another leg up to above 250.

$Lumentum(LITE)$ time to buy buy buy before it hit 1000 ... lite is joining nasdaq 100 18 May ... post as just nice 8 8 huat ah .. [Miser]  

$MSFT 20260821 450.0 CALL$ this is a  usd 3T Company with diverse businesses in  AI, Cloud, software etc. it's like buying an  ETF. Recently beat earnings estimates but  unjustifiably Punished for its AI spending &  software Concerns. These are short term  Noise. Buy the dip. Tp ard 550.

$OCBC Bank(O39.SI)$  slowly bit by bit

$Defiance Daily Target 2X Long ORCL ETF(ORCX)$ time for oracle to recover back. Bullish 

I’d still choose $DBS(D05.SI)$ into year-end because it continues showing the strongest execution among the three banks. Even with lower rates pressuring NII, DBS still delivered strong deposit growth, record wealth fees, and upgraded guidance. I also currently hold a position in DBS as I see it as the most resilient Singapore bank in a volatile market. I think Middle East tensions and global uncertainty could continue supporting Singapore’s safe-haven wealth inflow advantage. Among the local banks, DBS looks best positioned to benefit due to its scale and stronger wealth management franchise. $ocbc bank(O39.SI)$ has interesting long-term upside if its Indonesia integration succeeds, while

$Coinbase Global, Inc.(COIN)$   $Circle Internet Corp.(CRCL)$   Coinbase missed Q1 2026 revenue estimates (reported ~$1.41B vs. ~$1.48–1.52B expected), with a net loss of ~$394M (~$1.49/share), driven primarily by a crypto market slump. Coinbase and Circle have a long-standing, deep partnership. They co-launched USDC in 2018 via the Centre Consortium (later dissolved). Coinbase took an equity stake in Circle (holds millions of shares, valued at ~$1.6B+ at times) and they maintain a commercial/reseller agreement In summary, USDC is a strategic hedge against pure trading volatility providing recurring, interest-driven revenue and a grow

Markets look euphoric, but upside is becoming more selective. Simply “buy and hold anything” worked in the liquidity wave. From here, quality and entry price matter more. NVIDIA at $5T, Advanced Micro Devices at $680B, and Arm Holdings surging on AI CPU repricing suggest plenty of optimism is already priced in. My take: • Chase now? Not aggressively. Better to scale in on pullbacks than buy vertical spikes. • Goldman vs hedge funds? Follow both. Goldman's targets reflect macro upside, hedge fund selling reflects positioning risk. • AI upside left? Still positive, but gains may rotate from GPUs into memory, networking, power infrastructure, industrial automation, and software monetisation. • If Iran cools + Fed cuts: biggest beneficiaries may be small caps, REITs, banks, cyclicals, emerging

$CoreWeave, Inc.(CRWV)$ The revenue beat helps the story, but the market is now judging CoreWeave on quality of growth, not just growth itself. Why the stock fell despite a beat: • Guidance miss > headline beat Markets discount future cash flow, not past quarter revenue. Soft Q2 / FY outlook matters more. • Capital intensity is extreme CoreWeave’s model is expensive. Massive capex, debt financing, and long-term GPU lease obligations create balance-sheet strain. • Margin compression risk If leased NVIDIA GPUs remain costly while hyperscaler pricing competition rises, operating leverage may disappoint. • Concentration risk A few large customers can make revenue look explosive, but customer concentration adds fragility. • Valuation reset After IP

💡 The Pulse $IREN Ltd(IREN)$ When a crypto miner gets a $2.1B endorsement from Jensen Huang himself, you pay attention. $IREN just pulled off the ultimate sector pivot—transforming from a Bitcoin farm into $NVDA's preferred AI infrastructure partner, complete with a $3.4B 5-year contract to power NVIDIA's internal workloads. Shares reversed a -6.77% intraday bloodbath to close +9% after-hours at $61.85, and the Street is scrambling to reprice this name. Meanwhile, $NVDA threw another curveball: a multiyear $GLW (Corning) deal to 10x U.S. optical capacity and build 3 new fiber plants (NC/TX). Translation? The AI infrastructure arms race just went vertical, and $IREN is sitting on the power grid that fuels it. 🔥 Key News (Last 12 Hours) $IREN-$NVDA

🌟🌟🌟As a dividend focused investor, $DBS(D05.SI)$ remains the dividend heavyweight.  DBS is the only one of the 3 that pays dividends every 3 months. DBS's current dividend yield is 5.2% compared to $OCBC Bank(O39.SI)$ 4.3% and $UOB(U11.SI)$ 4.6%. For 2026, DBS even increased its regular quarterly dividend to SGD 0.66 plus a recurring SGD 0.15 capital return dividend each quarter thro

$Intel(INTC)$ $Micron Technology(MU)$  $Rocket Lab USA, Inc.(RKLB)$  📈🧠🔥 Unusual Options Activity Signals a Potential Rotation Into AI Infrastructure, Semis & Strategic Manufacturing 🔥🧠📈 The options market delivered one of the most fascinating positioning sessions of 8May26, with institutional flows aggressively clustering around semiconductors, AI infrastructure, hyperscaler supply chains, memory, aerospace, cloud networking, and tactical macro hedges. What stands out is not simply the volume explosion itself, but the quality of the names attracting the activity. This increasingly looks like capital repositioning for the next phase of the A

$Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$  愛股果然爭氣，在跌破十八元之後反彈上十九 ，令我反敗為勝 ，可投放行更多資源到TQQQ.在這納指100和TQQQ 同創歷史新高時刻，我卻開始了一個日供TQQQ 300美元，這不是標新立異 ，或與錢銀過不去，而是我深信加入了人工智能和宇宙元素之納指100將會倍添動力，其反覆持續向上的態勢並沒改變 ，人類追求幸福 ，科技尋求突破，乃永恆不變的真理，我的決定是否正確，時間將會是最好證明。 隕石旁的天際是家園，馬斯克立志做宇宙最強 香港樂壇向來臥虎藏龍，不少填詞人更是深藏不露的時代寓言家。 早在1984年，譚詠麟的經典金曲《愛的根源》問世，填詞人筆下開首氣魄磅礴：「隕石旁的天際，是我的家園；漆黑的天際，是我的根源。」一句歌詞，道盡人類嚮往星海、寄情宇宙的深層願望。而這份藏在旋律中的浪漫憧憬，兜兜轉轉，正由馬斯克親身踐行，逐夢成真。 更添幾分宿命感的是，英文的「Once upon a time」（從前），讀音竟與「隕石旁的天際」巧妙相近，彷彿冥冥中早已暗示：人類渴望扎根星海、奔赴天外家園的念頭，從亙古之初便已萌芽。 若論「太空住人」的宏大構想，馬斯克絕非首創。早在十九世紀，俄國科學家康斯坦丁・齊奧爾科夫斯基便率先勾勒出太空棲息與星際拓展的藍圖，被尊為「火箭之父」。此後百年，無論是科研學者、航天工程師，還是科幻文壇前輩，都不斷描繪月球基地、火星城邦與太空城市的願景。 然而歷代先驅皆有一個共同局限：**構想、理論、藍圖樣樣皆有，卻始終止步於紙上論述、學術推演與夢想空想，無人願意傾盡所有，以真金白