To The Moon

I see space stocks as the next AI infrastructure trade, since AI will need satellite networks, connectivity, and defense integration. Among them, $Rocket Lab USA, Inc.(RKLB)$ looks strongest to me because backlog growth, improving profitability, and the Neutron catalyst show real execution. The main debate now is valuation after the huge rally. For $AST SpaceMobile, Inc.(ASTS)$ , the direct-to-cell opportunity is huge, but commercialization still takes time. A -10% drop alone is not enough for me to chase aggressively, though I would consider slowly accumulating if launch execution improves. I also think the market may underestimate SpaceX Terafab. If SpaceX expands deeper into AI-space infrastructure, t

$Hims & Hers Health Inc.(HIMS)$ $Novo-Nordisk A/S(NVO)$  $Eli Lilly(LLY)$  💊📉🔥 $HIMS Just Lost Its Highest-Margin Growth Engine 🔥📉💊 $HIMS is getting punished after its GLP-1 cash cow hit a wall. The company’s pivot away from compounded Wegovy copycats toward branded $NVO and $LLY therapies just detonated profitability, crushed margins, and exposed how dependent the growth story had become on one exceptionally lucrative category. The market reaction says it all. 🔴 EPS: -$0.40 vs Est. $0.03 🔴 Revenue: $608.1M vs Est. $616.9M 🔴 First quarterly loss in 3 years 🔴 Gross Margin: 65% vs 73% YoY 🔴 U.S. Revenue: -8% YoY 🔴 Stock slammed double digits p

$AST SpaceMobile, Inc.(ASTS)$   AST SpaceMobile: Solid Progress, But Not the Blowout the Market Expected! $ASTS fell around 10% after earnings because investors were hoping for a major commercial announcement, a significant increase to guidance, or an unexpected acceleration in the business after the stock’s strong run-up into the report. In my view, this was a solid progress quarter, even if it did not meet the market’s elevated short-term expectations. Investors should not let the post-earnings price action create a negative narrative that the fundamentals do not support. Key highlights from the quarter: • Reaffirmed the goal of having 45 satellites in orbit by the end of 2026 • Confirmed BlueBird satellites 8

SpaceX IPO and 3  ETFs to consider: DXYZ, ROKT & ARKX 🌟🌟🌟For decades we have looked at the stars as a distant dream but with the SpaceX IPO ready to be launched in June 2026, that dream is becoming a reality.  This isn't just another stock listing.  It is an emotive milestone for mankind, reopening the path to the Moon and Mars. The SpaceX Coronation: A New Industrial Era SpaceX is a much anticipated IPO, set to debut on the Nasdaq as early as June 2026.  This will be  the largest IPO in history. The Valuation:  Reported to be targeting up to USD 2 trillion, fueled by its merger with xAI to build orbital AI data centres. The "Retail" Promise: Elon Musk has indicated up to 30% of the IPO will be allocated to retail investors, offering a historic entry point

The bigger concern for $Fluence Energy, Inc.(FLNC)$  is not just the 20M share sale — it’s the shelf registration tied to ~117.7M shares eligible for future resale. Important:This does NOT mean 117.7M shares are being dumped immediately. But it means the SEC registration is now active, allowing existing holders to gradually sell shares into the market later without needing a new filing each time. Estimated impact: • Current public float before deal: ~97M shares • 117.7M registered shares = ~121% of existing float That’s why traders call this a “massive overhang.” Market interpretation: • Near-term 20M offering already increases float by ~20.6% • Full registered resale capacity is actually larger than the entire previous public float Even if o

RKLB is not quite the “SanDisk of space”. The bottleneck narrative is similar, but SanDisk had proven cash flows. Rocket Lab USA, Inc. (RKLB) is still scaling. At ~US$45–50B vs ~US$600M revenue, valuation already prices in strong execution. It is one of the few credible space players, but upside now depends heavily on Neutron and defence growth. AST SpaceMobile, Inc. (ASTS) after -10% is not automatically cheap. It remains pre-scale, with delays and weak earnings. Treat it as venture-style. Only buy small if you believe in long-term execution. Terafab looks like a Musk-style moonshot. Strategically logical, but extremely capital intensive. Likely cash-burning near term, with uncertain timelines.

Micron Technology (MU) still has a strong structural bull case. HBM is effectively sold out into 2026–2027, hyperscaler AI capex remains aggressive, and memory is shifting from “commodity” toward strategic infrastructure. That is why analysts are talking about a “virtuous cycle” instead of a normal DRAM boom-bust phase.  But after a near-parabolic move toward $800, risk/reward is no longer clean. Options markets are already pricing large swings, and psychologically round numbers often attract profit-taking.  Personally: Long-term investor → scaling in slowly still makes sense. Short-term trader → chasing here feels late unless momentum stays extreme. $770 support is more attractive because it gives better downside control while still respecting the AI memory thesis. If MU loses t

My stock in focus today is $Ambiq Micro(AMBQ)$ after the company posted strong Q1 results driven by rising edge AI demand. Revenue surged 59% YoY to $25.1M, beating expectations, while losses also came in better than forecast. The stock jumped 45% despite a broad selloff across semiconductor names. What stands out is the rapid adoption of edge AI, with over 80% of Ambiq’s shipped units now running AI algorithms. Its ultra-low-power chips are being used in smartwatches, industrial sensors, smart-home devices, and other connected products, positioning the company well for the next wave of AI growth. Management also guided Q2 revenue above Wall Street estimates, showing momentum remains strong. While profitability is still some distance away, invest

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $Seatrium Ltd(5E2.SI)$ $UMS(558.SI)$ $CSE Global(544.SI)$ $CapLand IntCom T(C38U.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $Keppel(BN4.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $UMS(558.SI)$

$Frencken(E28.SI)$  that it will continue to ride the AI wave!

$NVDA 20260515 217.5 CALL$ 4min in and Out ✌️😎

$Tesla Motors(TSLA)$ held but for how long more 

$Intel(INTC)$  Cash ready, Buying the dip incoming, holding the chest for now. Ai game still early

$Rocket Lab USA, Inc.(RKLB)$   Riding on SpaceX IPO coming in June, this share will be in the spotlight for a while😄

$Advanced Micro Devices(AMD)$  it fly once again! Let's buy when it drops and Hold when it rise then just sell when it fly! $NVIDIA(NVDA)$  same way applies to this another perfect share! Gogogo!

$NVIDIA(NVDA)$  It reach another all time high now! Tonight will have big break through again! $Tesla Motors(TSLA)$   looking forward for this perfect share too! Don't let me down!