To The Moon

$Intel(INTC)$ 英特爾的前世今生：從晶片霸主到美國護國神劍 在半導體江湖，英特爾（Intel）曾是無人能敵的「武林盟主」，一句「Intel Inside」風靡全球，幾乎壟斷全球電腦晶片市場；後來卻跌落神壇，制程落後、客戶流失、股價腰斬，一度淪為業界「反面教材」。而近年來，這位昔日巨人逆轉翻身，背後既有美國政府力挺、特朗普青睞，也有蘋果等巨企加持，更藏著「國家隊護航、彰顯國力」的深層邏輯，地位愈發穩固，成了美國「晶片霸主」的核心底牌。 一、風光無二：半導體黃金時代的絕對霸主 1968年，戈登·摩爾與羅伯特·諾伊斯在矽谷創立英特爾，憑藉「摩爾定律」的前瞻性，開啟了半導體產業的黃金時代。1971年，英特爾推出全球首款微處理器4004，奠定了現代電子產業的基石。此後數十年，英特爾一路高歌猛進： - PC時代獨領風騷**：從i386處理器開啟32位元時代，到奔騰（Pentium）系列成為全球家用電腦的標配，「Intel Inside」的標識貼滿幾乎所有電腦機身，英特爾壟斷全球PC晶片市場超過40年，賺得盆滿缽滿。 - 制程與技術雙巔峰**：作為摩爾定律的踐行者，英特爾長期引領晶片制程升級，從微米級到奈米級，每一次迭代都讓性能躍升，研發投入常年超百億美元，是台積電的數倍，技術壁壘堅不可摧。 - 生態壟斷難撼動：x86架構成為PC和資料中心的絕對標準，英特爾綁定微軟等巨企，形成「英特爾+微軟」的Wintel聯盟，掌控產業話語權，競爭對手難以插足。 那個年代的英特爾，是矽谷的驕傲、美國製造的招牌，更是全球科技產業的「硬通货」，風光無二，無人能及。 二、跌落谷底：固步自封與戰略失誤的代價 巔峰之後，危機悄然降臨。2010年後，移動互聯網興起、AI浪潮湧來，英特爾卻因**傲慢自大、戰略短

$Singtel(Z74.SI)$   Nice breakout this morning at 4.90, looks rather bullish likely to rise higher towards 5.06. Pls dyodd. SingTel - FY results will be out on 21 May. Not sure will there be any increase in Final dividend. If dont have, then I think price may go lower. Chart wise, she had managed to bounce-off from 4.46 and closed higher at 4.69, looks like The Bull is in control! Will she be able to rise higher to reclaim 4.73 which is 20 days SMA and continue to rise further towards 4.89/4.90. Pls dyodd. She is heading down to test 4.40 level. Friday again, she closed lower at 4.81. Will she be able to bounce-off from the current price! If cannot, then we may see her falling down further towards 4.65, 4.5 than 4.40. Pls dyodd. SingTel - L

The Great Capital Migration: Why Rising Bond Yields and Geopolitical Chaos Require An Immediate Pivot to XLP, XLE and IAU ETFs  🌟🌟🌟The global financial order has just experienced a profound macro economic systemic break.  With the exit of Jerome Powell and the hawkish transition to Kevin Warsh as the new Fed Chair, there is much uncertainty in the markets.  On top of that, the fragile US Iran war truce threatens to completely fall apart. US Bond Sell Off The financial reality we are facing now is a severe systemic global bond sell off, where dropping bond prices are forcing yields vertically higher. The 30 year US Treasury Bond yield is currently sitting at a near 20 year high of 5.13%.  The 10 Year benchmark yield has rocketed to a 16 month high of 4.60%.  This is

As we navigate mid-2026, the global equity landscape has transitioned from the post-pandemic volatility and aggressive monetary tightening of 2022–2024 into a structurally different regime. Interest rates have stabilized at a moderating but persistently positive real-yield level, AI capital expenditure has moved from chip design to full-stack deployment, and capital is rotating across geographies in search of cash flow visibility, policy catalysts, and secular tailwinds. For investors anchored in US, Hong Kong, and Singapore markets, this environment rewards a barbell approach: US exposure for innovation and earnings growth, Hong Kong for deep value and dividend yield, and Singapore for financial stability, yield recovery, and ASEAN diversification. Below, we break down the current dynamic

My stock in focus today will be $LiveRamp Holdings, Inc.(RAMP)$ after shares surged more than 27% following news that French advertising giant Publicis Groupe is acquiring the company in a $2.2 billion all-cash deal. The acquisition price of $38.50 per share represents a 30% premium, showing how valuable LiveRamp's data collaboration platform has become in the AI era. What makes this deal interesting is that LiveRamp specializes in helping companies securely connect and match datasets without directly sharing personal information. In today's AI race, high-quality proprietary data is becoming one of the biggest competitive advantages, and Publicis clearly sees "data co-creation" as a critical growth driver for the future of AI-powered advertising

Market Overview The Nasdaq and ‌the benchmark S&P 500 closed ​lower on Monday (May 18) as ​investors took some profits in technology stocks while surging Treasury yields and high oil prices fueled concerns that inflation and borrowing costs could stay elevated. Regarding the options market, a total volume of 62,226,960 contracts was traded, down 17.5% from the previous trading day. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $VIX(VIX)$, $MSFT(MSFT)$, $AAPL(AAPL)$, $AMZN(AMZN)$, $MU(M

Hello everyone! Today i want to share some trading ideas with you! 1 I don't view $T1 ENERGY INC(TE)$ as just a solar module story but as a speculative energy play tied to U.S. power demand, domestic manufacturing & AI data-center buildout. Solar & storage are not the entire answer but they can be deployed faster than many other sources of new generation as the U.S. power grid gets stretched. Right now, T1 is still in a bridge year but if G2 Austin gets online then it could become one of the more interesting U.S. energy infrastructure plays in the market. 2 Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close t