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05-16
SPACEX UPDATES: - Ticker will be $SPCX - IPO coming likely June 12th - Company is focused on expanding retail coverage to international brokerages, not just US based ones - Looking to raise $80B at around a $2T valuation Are you a buyer? I think many other names will be proxies and we are already seeing this with momentum in names like $RKLB. It’s going to be a historic IPO, question will be where the liquidity comes for it…
TOPhappyli: $2T is insane lol, if retail overseas gets access this could get stupid fast. You think money rotates out of EV names for this?
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05-16
ServiceNow Beat Every Number, Raised Its AI Forecast by 50% — Then Lost a Fifth of Its Value
Now You Seat Me, Now You Don’t ServiceNow just delivered the sort of quarter that normally sends software stocks sharply higher. Subscription revenue rose 22% year over year to $3.67 billion. Customers spending more than $1 million annually on its AI product, Now Assist, surged over 130%. Management then raised its AI revenue target from $1 billion to $1.5 billion midway through the year. The reward? A near-20% share price collapse in a single trading session. That reaction tells me something important about where markets are in 2026. Investors are no longer questioning whether AI adoption is real. They are questioning whether AI quietly destroys the business model that made enterprise software wildly profitable in the first place. AI may be replacing the very seats SaaS once monetised And
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Trump’s “rotation” is not a clean signal. Disclosures are lagged, partial, and likely managed by advisors, so treating them as a trading edge is unreliable. The hardware tilt does reflect reality: AI bottlenecks sit in GPUs, memory, power, and networking. That is where pricing power is strongest today. Software monetisation is lagging as enterprises still test ROI. But following that blindly now is late-cycle behaviour. Much of hardware is already priced for near-perfect demand. On SPX 8300 vs Shiller P/E ~42: the EPS growth story is real, but expectations are stretched. At these valuations, markets need sustained high growth with minimal disruption. Base case: not an immediate bubble pop, but conditions are forming. Upside remains, downside risk is asymmetric. Selectivity matters more th
TOPAI bottleneck point is real, but power and networking still feel underpriced to me. Anyone else think software ROI takes longer than bulls expect?
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05-16
I would not treat that portfolio as a directional signal. ~3,600 trades in a quarter points to high-turnover, mandate-driven execution, not conviction. At that frequency, you are seeing liquidity management, tax positioning, and model rebalancing. Trying to “follow” or “fade” it is essentially noise trading. The hardware tilt itself is not controversial. NVIDIA, Broadcom, and SanDisk sit at real AI bottlenecks, so earnings visibility is stronger than most software names today. But the key point is timing. That trade worked best 12–18 months ago when supply constraints were underpriced. Now, parts of hardware are priced for sustained scarcity and flawless demand. So: Do not follow the disclosure mechanically Do not reflexively fade it either Use it as confirmation of where capital is cluste
TOPNgl the 12–18 month point hits. I’m still holding NVIDIA, but chasing disclosures here feels late. Anyone actually finding better setups in power names?
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The rally is narrow but not irrational. A few leaders, especially NVIDIA and peers, are carrying index performance because they sit at the centre of real earnings growth, not just narrative. Mallouk’s point has merit. The chip trade is still supported by genuine demand: hyperscaler capex, inference scaling, and supply constraints across GPUs, memory, and networking. That gives semis stronger near-term visibility than most sectors. But the risk is concentration and expectations. When a small group drives the S&P 500 and Nasdaq Composite, the market becomes fragile. Any disappointment, even a “good but not great” quarter, can trigger outsized reactions. So I would frame it this way: Trend: still bullish, backed by earnings Structure: increasingly fragile Behaviour: late-cycle characteris
TOPNVIDIA still doing the heavy lifting fr, but one meh quarter and this gets ugly fast. Anyone else keeping size smaller here?
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Berkshire Hathaway’s Q1 2026 13F: A New Chapter Under Greg Abel Brings Notable Portfolio Pruning and Selective Bets
As a market watcher who has tracked Berkshire Hathaway’s filings for decades, I’ve come to appreciate that these quarterly 13Fs are less about short-term trading signals and more about capital allocation discipline in a conglomerate that now manages hundreds of billions in equities alongside massive insurance float, railroads, utilities, and manufacturing operations. The latest filing, for the period ended March 31, 2026, and disclosed in mid-May, marks the first full quarter under CEO Greg Abel following Warren Buffett’s retirement at the end of 2025. It reveals a more active hand than we’ve often seen, with the equity portfolio contracting from roughly $274 billion to $263 billion, holdings slashed from around 40+ to 29, and a turnover spike that stands out. Portfolio Snapshot and Concen
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05-18
$EBAY Climbs Toward 52-Week High as Momentum Accelerates
$eBay(EBAY)$ $eBay (EBAY) Surges +2.55%: Testing 52-Week High, Momentum Peaks 🚀 Latest Close Data 📈 Closed at $116.13 on May 18, 2026, up +2.55% ($2.89). This is just $0.70 shy of its 52-week high of $116.83. Core Market Drivers 💡 The stock rallied following a wave of investment bank upgrades on May 15th, driven by renewed market confidence in its independent turnaround strategy. A notable backdrop is the recent acquisition interest from GameStop, which proposed a buyout at $125 per share in early May, highlighting underlying value. Technical Analysis 📊 Volume & RSI: Daily volume of 6.14M shares supported the move. The 6-day RSI hit 81.95, entering overbought territory, signaling strong short-term momentum but also caution. MACD: The MACD hist
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$EQT Corp(EQT)$ Recently, I started to slowly build my position in EQT because I believe the natural gas sector is entering a much stronger long-term cycle. While many investors continue to focus heavily on AI and semiconductor stocks, I see energy infrastructure as one of the forgotten themes that could quietly outperform over the next few years. EQT, being one of the largest natural gas producers in the United States, stands in a very strong position to benefit if gas demand continues to rise globally. The stock has also gone through periods of consolidation and negative sentiment, which creates a more attractive entry point for long-term investors like me. Another reason I am interested in EQT is the growing electricity demand coming from A
TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @koolgal @Shernice軒嬣 2000
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05-17
🔥 Light Replaces Copper: The Multi-Billion Dollar AI Infrastructure Shift Has Begun
🔥 AI’s Next Gold Rush Isn’t GPUs… It’s What Moves the Data The AI revolution has officially entered a new phase. Everyone was obsessed with computing power. But the real bottleneck now isn’t how fast AI can calculate — it’s how fast data can move between thousands of GPUs. As physical limits hit copper interconnects hard, the industry is making a massive shift: Light in. Copper out. Welcome to the Optical Communication era — the hidden backbone of the AI boom. I’m breaking down the two absolute giants dominating this space: 🇺🇸 $Ciena(CIEN)$ – America’s optical networking king 🇫🇮 $Nokia Oyj(NOK)$
TOPI vividly remember you had an article about $POET Technologies Inc(POET)$ in the same space of light rather than copper connections between switches, right?
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CSE Global: A Hidden Gem in SGX 🌟🌟🌟Move over hyped up Silicon Valley software companies. $CSE Global(544.SI)$ , Singapore listed global systems integration powerhouse has just announced its Q1 2026 business update on 14 May 2026. The verdict? It was an absolute operational masterclass that forced analysts to take note and re-price this hidden gem in the SGX. The Q1 2026 Results: An Electrification Tsunami CSE Global's real-time financial ledger shows that its multi year pivot into hard physical infrastructure, utilities and green energy infrastructure is hitting its exponential stride: The Order Book Explosion: CSE Global secured a staggering SGD 271.2 million in brand new order inflows for Q1 2026, marking a
TOPHi koolgal, is there more to the quick exit of the lead independent director than just a disagreement with the majority shareholder Heliconia?
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NVIDIA: Ride the Rocket to the Moon or Lock in Gains? 🌟🌟🌟The air is getting remarkably thin at the absolute peak of the global technology mountain. $NVIDIA(NVDA)$
TOPNice Sharing 😁 @DiAngel @Aqa @Barcode @JC888 @Shyon @Shernice軒嬣 2000
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05-17
Falcon Heavy Margins
The Cybersecurity Vendor That Quietly Became an Operating System There is a strange irony surrounding CrowdStrike Holdings, Inc.. Despite becoming one of the most dominant software platforms in enterprise security, many investors still discuss it as though it merely sells antivirus software with better marketing and cooler conference booths. That framing now looks wildly outdated. What I increasingly see is a company evolving into the operating layer for modern cybersecurity operations — a position that tends to create frighteningly durable economics. Once enterprises centralise endpoint security, identity protection, cloud workload monitoring, threat intelligence, SIEM, and incident response into a single architecture, the cost of ripping it out becomes about as appealing as replacing a j
TOPThat “infrastructure disguised as software” line hit. The switching cost point is real. Anyone else think identity + SIEM is the real moat here?
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05-17
$AEM SGD(AWX.SI)$ Indeed it has pullback after hitting above 10.20 and retreated to close at 9.25. Lowered than previous day closing price of 9.91. Likely to see further retracing as the share price is still extremely over stretched! Pls dyodd. AEM - The Gapped up this morning plus continue to push it higher and closed all time high at 9.91, looks rather extremely over stretched. Likely to pullback! Pls dyodd. How deep is the pullback, nobody knows! AEM Reports Strong 1Q FY2026 Results Driven by AI/ HPC Production Ramp, Revises Revenue Guidance Upwards • 1Q2026 revenue increased 35.8% year-on-year to S$116.9 million • Profit before tax rose to S$17.8 million, with PBT margin expanding to 15.2% • Test Cell Solutions revenue grew 72.
TOPEvery pullback in AEM is an opportunity IMO. Outstanding results for the last two quarters. Seems like they are finally out of the woods. They have been so unlucky for the last couple years. Bad news after bad news. With the advent of AI, more to come!
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I would not chase this move. A clean breakout into all-time highs, plus a +68% IPO reaction in Cerebras, signals confirmation phase, not early discovery. By then, positioning is crowded and expectations are doing most of the lifting. The $235 pivot is valid technically, but from a risk-reward perspective: Upside to $250 is ~6% Downside on any disappointment is easily 10–15% That is not a favourable entry unless you already have a cushion. My playbook Already long: hold, trim into $245–250 strength Not in: wait for either 1. pullback to ~$220–225, or 2. post-earnings reset --- On NVIDIA earnings A “beat” alone is not enough. The market is pricing: continued hyperscaler capex acceleration strong inference demand (not just training) sustained high margins despite scale What will move the stoc
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Precious Metals Bloodbath: Gold, Silver Miners Crushed as Dollar and Yields Surge Against the backdrop of continued strength in U.S. economic data and a market rapidly repricing the Federal Reserve's rate-cut path, the precious metals sector suffered its most severe systemic selloff of 2026 on Friday. Spot gold plunged 6.38% while spot silver collapsed 8.45%, triggering a broad-based selloff across precious metals and mining stocks. At the same time, the U.S. dollar index and Treasury yields surged sharply, becoming the key drivers behind the collapse in bullish sentiment toward the sector. Data showed the ICE U.S. Dollar Index rose about 0.3% to around 99.17, while the U.S. 10-year Treasury yield briefly climbed to 4.54%, marking its highest level in nearly a year. For gold and silver, th
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Nvidia Post-7-Day Streak: Chart Signals $NVIDIA(NVDA)$
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The Most Turbulent Bond Market in 28 Years — What It Means for Your Singapore REITs | EP1612🦖
The Most Turbulent Bond Market in 28 Years — What It Means for Your Singapore REITs | EP1612🦖 Most Singapore REIT investors still think “bond market volatility” is some faraway Wall Street drama, but a 5.8–5.9% 30‑year UK government bond and a 4% Japan 30‑year yield change the basic maths of your income portfolio overnight. When “risk-free” or near risk-free assets suddenly pay what your S‑REITs are paying, the big funds that supported your Mapletree and CapitaLand prices now have every reason to rotate out and let prices and future DPU take the hit instead of them. The forensic tension for me is simple: the buildings can stay full, the malls can stay busy, and yet your CDP statement and your retirement cashflow can still get punched just because global bond traders re-priced what “enough
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🚨 Trump's $750M Q1 Portfolio Decoded: Why $NVDA Just Became the Ultimate Policy Hedge 💎
🔥 The Pulse $NVIDIA(NVDA)$ $Apple(AAPL)$ $Broadcom(AVGO)$ The White House just dropped a bomb that Wall Street is still digesting: 3,642 trades in Q1 alone, totaling between $220M–$750M, with Trump aggressively rotating OUT of legacy software and INTO $NVDA, $AAPL, $AVGO, and broad S&P 500 exposure. Meanwhile, his Beijing trip ended hours ago with ZERO relief on AI-chip export controls—meaning US semiconductor leaders just got another layer of regulatory moat protection. This isn't a meme portfolio; it's a macro factor bet on AI infrastructure, commodities, and EM reflation. The question isn't whether to follow—it's how to position before the next disclosure
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Elon Musk’s latest arrival in China has reignited investor speculation around one key question: is this finally the moment Tesla gets a clearer regulatory pathway for Full Self-Driving (FSD) approval in the world’s largest EV market? From an investor’s perspective, this visit matters far beyond diplomacy. It sits at the intersection of AI, geopolitics, autonomous driving, and Tesla’s long-term valuation narrative. 1. China Is the Biggest Untapped Revenue Catalyst for Tesla FSD Tesla already has over 1.3 million FSD subscribers globally, and investors increasingly view Tesla less as a car company and more as an AI platform. China represents Tesla’s largest international EV market, making FSD approval potentially transformative for recurring software revenue. The challenge is that Chinese re
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05-18
$YELP Stock Stabilizes Near Lows, Eyes $24 Resistance
$Yelp(YELP)$ $Yelp Inc.(YELP) Rebounds +2.70%: Local Search Leader Holds Key Support, Eyes $24.3 Resistance 📈 Latest Close Data Closed at $21.65 on 2026-05-18, up +2.70% (+$0.57). Currently ~45.5% below its 52-week high of $39.72. 🚀 Core Market Drivers Stock rebounded from recent lows following a -9% drop on 2026-05-08 after Q1 earnings missed YoY comparisons, though revenue slightly beat expectations. The company reiterated its full-year 2026 revenue guidance ($1.46B-$1.48B), providing stability and curbing further bearish sentiment. 📊 Technical Analysis Volume & Sentiment: Trading volume of 1.38M shares was below average (Volume Ratio: 0.76), indicating a lack of strong conviction in the rebound. RSI (6): At 19.16, remains in deep oversold t