To The Moon

On Friday, the trading floors watched shares of JNTC (204270.KQ) lock at limit up. The catalyst wasn’t just a single piece of good news; it was the simultaneous alignment of two massive, multi-billion-dollar tech migrations: the semiconductor industry’s desperate pivot to Glass Substrates, and the hard disk drive (HDD) industry’s transition to HAMR (Heat-Assisted Magnetic Recording). Stock price US$13.64 Here is the detailed breakdown of the catalysts driving JNTC's sudden valuation surge. Engine 1: The Glass Substrate Revolution (TGV) As artificial intelligence chips outgrow traditional organic (FR4/flip-chip ball grid array) substrates, the semiconductor industry is moving toward glass. Glass offers superior flatness, thermal stability, and allows for much tighter interconnect densities

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. So there is a general hawkishness reaction to the latest fed announcement by the new chairman, Kevin Warsh. He announced that there will not be any forward guidance moving forward, and a general consensus that there might be a rate hike leading to second half of the year. The market clearly didnt like his words, and went into slight correction. As a full time trader, killing forward guidance is a significant impact on my trading strategies because now I have one less economic indicator to justify my trades. However, the beauty of being a retail investor with a smaller account size is I could adjust my approach moving forward according to what the

While the crowd argues endlessly about AI valuations and crypto cycles, they are completely missing the tectonic shift occurring in the asset sitting inside every "safe" portfolio on earth: Bonds. We just witnessed the end of a 40-year secular bull market in fixed income. The 1981 top printed 14% yields; the 2020 bottom printed 0%. That massive tailwind ended in a single Covid panic. Covid was the ultimate turn. Rates hit zero, the system flooded itself with liquidity, and the 40-year bull in bonds quietly ended the exact moment everyone felt rescued. The Death of Beta, The Return of Alpha This is Soros-style reflexivity in action. For four decades, falling yields lifted every asset. It convinced everyone yields would drop forever, which lifted assets again. Belief and reality reinforced e

Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible

Tesla could easily scale Model Y robotaxis in Texas right now. The geofence is large enough, safety isn’t a constraint, and the occasional convenience interventions for edge cases could be handled by a small team of operators. But they’re not doing it. Why? If the capability exists and they’re choosing not to use it, the logical conclusion is that they don’t want to—at least not yet. Here’s one theory: Tesla has spent more than a decade engineering this moment around the Cybercab. The Cybercab isn’t meant to be just another robotaxi. It’s positioned as a true paradigm shift in transportation. Aggressively scaling Model Y robotaxis today would risk making the Cybercab launch feel incremental rather than transformative. Tesla appears to be holding back so the Cybercab can arrive with maximum

Earnings Calendar (22Jun2026) I am interested in the earnings of FedEx, Carnival, Micron, Trip and BlackBerrry. FedEx earnings serve as a primary health check for the global economy because the company moves millions of packages daily across more than 220 countries and territories. When businesses and consumers buy fewer goods, FedEx is often the first to notice. FedEx is a market bellwether. As a Global Trade Barometer, Consumer Spending Pulse, Corporate Health Indicator, Transportation Sector Leader and Forward-Looking Guidance, their earnings tell a lot more about the economy than the performance of one company. Valuation and Market Sentiment The stock has risen 44.31% from a year ago. Technical analysis currently points to a “strong sell” recommendation, while analyst se

Market Outlook of S&P500 (22Jun2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.00, indicating the market has equal buying and selling momentum. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The exponential moving average (EMA) lines are showing a bulli

The Fleet That Never Stops Paying Most investors still value ASML by asking a simple question: how many EUV machines will it ship next quarter? I think they are asking the wrong question. The real investment story begins after those machines leave the factory. Every lithography system entering production quietly expands an installed ecosystem requiring software upgrades, field servicing, productivity enhancements and process optimisation throughout its working life. Rather than behaving like a conventional capital equipment manufacturer, ASML is increasingly resembling the owner of an industrial platform whose economics improve with age. Gravity rarely announces itself until escape becomes impossible Platforms compound differently from products. That distinction matters because Wall Street

I like $Broadcom(AVGO)$ the most among the stocks on this week's list. The company is benefiting from the rapid growth of AI infrastructure, especially through its custom AI chips and networking products. Its partnerships with major cloud providers give it a strong position in one of the fastest-growing areas of technology. What attracts me is its ability to deliver both growth and dividends. Unlike many technology companies, Broadcom generates strong profits and consistently returns cash to shareholders. This combination makes it easier for me to hold the stock through market volatility. I remain bullish on Broadcom's long-term outlook. As AI spending continues to increase, I believe the company is well positioned to achieve further EPS growth a

$Singtel(Z74.SI)$   SingTel - She is slowly climbing up looks rather interesting. XD 31 July 10.3 cents dividend, do take note. Paydate 19 August. It has managed to bounce-off from 4.15. Hopefully, she can rise up to test 4.44 than 4.48. Pls dyodd. SingTel - She is trading near the support level of 4.15, looks like a rebound may likely happen. At 4.18, yield is about 4.425% which is pretty decent. Pls dyodd. SingTel - I think price has more or less hitting the bottom price, likely to see a rebound happening anytime. At, 4.34, yield is about 4.26 percent of which I think is quite decent. Hopefully, a nice rebound and bringher back to above 4.60. Pls dyodd. Oversold rebound! She may rise up to 4.50 to cover the Gapped and then rise higher tow

🚀 $CRWV: Index Inclusion, AI Infrastructure Leadership and a Clear Path to Massive Scale: $CRWV officially joins the Nasdaq-100 on June 22, creating one of the strongest near-term catalysts in the market. Just 15 months after its IPO, CoreWeave has earned a spot in both the Nasdaq-100 and QQQ ETF, forcing passive funds and index-tracking ETFs managing hundreds of billions of dollars to add shares through automatic rebalancing. Adding to the momentum, MLPerf v6.0 benchmark results released on June 16 highlighted CoreWeave’s technical edge. Using its highly optimized NVIDIA infrastructure, the company trained the frontier-class DeepSeek-V3 model in around two minutes, establishing a new AI training speed record and reinforcing its position among the leaders in high-performance AI compute. 1.