$Frasers Cpt Tr(J69U.SI)$ tiny increment 

Micron, SNDK all time high: Will AI memory super cycle run further? Yes — the AI memory super cycle still looks alive, and right now the market believes this cycle may last much longer than previous DRAM/NAND booms. The biggest reason: AI is changing memory from a “commodity” into critical infrastructure. For years, memory stocks like Micron and SanDisk were classic boom-bust trades: ~ oversupply → price collapse, ~ weak margins, ~ brutal stock crashes. But AI servers changed the equation because advanced AI systems now require: ~massive HBM (High Bandwidth Memory), ~ultra-fast SSD storage, ~huge memory bandwidth, ~and increasingly complex memory architectures. Micron already said its 2026 HBM4 supply is essentially sold out. The biggest risks: ~memory historically ALWAYS overbuilds eventu

Disney’s advantage is ecosystem leverage. But can the profitability hold? That depends on 3 major things: 1. ESPN transition risk Disney is betting heavily on the new direct-to-consumer ESPN model. Keeping ESPN instead of spinning it off shows management believes sports streaming is central to the future. If ESPN streaming scales well: ~Disney gets higher ARPU, ~stronger bundles, ~and better subscriber retention. If sports rights costs explode faster than subscriber growth: ~margins could get squeezed again. 2. Subscriber quality > subscriber quantity Disney is now prioritizing monetization over chasing raw subscriber numbers. That is healthier financially, but slower growth can disappoint momentum investors. 3. Parks weakness could offset streaming gains One concern this quarter is sof

Palantir’s Q1 was objectively strong — maybe even spectacular. Revenue +85% YoY EPS beat Raised full-year guidance Government business exploded U.S. commercial still growing triple digits Yet the stock still dropped ~7%. That tells you one thing clearly: the problem is no longer growth — it’s valuation and expectations. Right now, many analysts think PLTR is priced like: - an AI monopoly, - a defense-tech winner, - AND a future operating-system-for-enterprise-AI all at once. The market is basically saying: “Great quarter… but was it great enough for this valuation?” Some estimates put PLTR around: ~78x sales ~200x+ earnings ~34x projected 2027 revenue So can it fall more? Yes — absolutely — if: - AI sentiment weakens, - software multiples compress, - commercial growth slows even slightly,

AMD’s earnings were strong enough to keep the AI narrative alive — especially because both CPU and GPU demand are accelerating at the same time. The key surprise was not only Instinct GPU momentum, but Lisa Su raising long-term expectations for the server CPU market because AI inferencing also needs massive CPU capacity.  The bull thesis for “above 300” now looks much stronger than before earnings: - Data center revenue +57% YoY - Q2 guidance above Wall Street expectations - AI GPU demand still expanding - EPYC server CPUs gaining share from Intel - Meta and OpenAI partnerships reinforcing credibility - AMD now talking about “tens of billions” in annual AI revenue potential The most important change: Wall Street used to treat AMD mainly as the “No.2 AI GPU player behind Nvidia.” Now i

Warren Buffett’s latest macro warning is basically this: markets still look expensive, speculation is elevated, and he does not think the current pullback is painful enough to create true value opportunities yet. Berkshire is holding an unusually large cash pile — roughly $373B–$397B depending on the reporting period cited — which many investors see as a defensive signal. Buffet warns macro risk:can tech bull hold the line? Warren Buffett’s latest macro warning is basically this: markets still look expensive, speculation is elevated, and he does not think the current pullback is painful enough to create true value opportunities yet. Berkshire is holding an unusually large cash pile — roughly $373B–$397B depending on the reporting period cited — which many investors see as a defensive signa

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Yes — ads are becoming a core growth engine. With the ad tier scaling and low churn, Netflix has a clear path to double ad revenue again in 2026. 

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Watch NVIDIA, Broadcom (AI momentum), UnitedHealth Group (healthcare policy boost), and Coinbase (crypto strength) as today’s key market movers.

Watch NVIDIA, Broadcom (AI momentum), UnitedHealth Group (healthcare policy boost), and Coinbase (crypto strength) as today’s key market movers.

Seasonal clues & plan:Fresh blooms and sunny days inspire me to recharge, enjoy simple moments, and start the season with positive energy 🌸

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