$ServiceNow(NOW)$ ServiceNow (NOW) has recently moved onto my accumulation list as the company continues to prove that it is becoming one of the biggest beneficiaries of enterprise AI adoption. While many investors focus on AI infrastructure names, I believe the next phase of the AI cycle will be driven by software companies that can successfully monetize AI at scale. ServiceNow appears to be executing that strategy exceptionally well. One of the key reasons I started collecting NOW is the company's decision to raise its full-year Now Assist AI revenue target by 50%, from $1 billion to $1.5 billion. Management highlighted that customer demand for AI Agent solutions has significantly exceeded expectations, with larger deal sizes and stronger re
$Micron Technology(MU)$ trim position once again and buy back on pull back instead of buying a put to hedge at high IV. Leaving remaining position to capture upside.
Amazing May To Be Followed by Phenomenal June? 🌟🌟🌟It is simply amazing that despite the Iran War, May 2026 will go down in history as the best May ever with a clean sweep of record shattering all time highs for the US indices. On Friday May 29 2026, the Nasdaq Composite closed at a record 26,972.62, the S&P500 finished at 7,580.06 and the Dow Industrial Average landed at 51,032.46. But behind that glittering curtain lies a terrifying statistical anomaly. Only 4% of individual stocks actually made new highs. Out of this top heavy illusion, 2 massive unstoppable thematic liftoffs emerged. May was a tale of 2 distinct hardware and software empires. As we go into June, they are setting a high velocity tug of war for institutional capital. The Undisputed King of May:
$DBS(D05.SI)$ I have owned DBS shares since 2015. Bought a small position on Tiger Brokers recently and already up more than SGD1,300, stable stock, great growth potential and innovative initiatives in AI. This is a long term staple in every Singaporean portfolio.