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If you mean roughly Micron up to US$1,000/share and SanDisk up to US$2,000/share, that would imply extraordinary gains from current levels and would require a very different earnings profile from today's industry. Memory is in a strong cycle The bullish case is based on: AI servers driving unprecedented demand for HBM and DRAM Memory supply remaining disciplined NAND inventories largely normalised Data centre spending still growing rapidly Key beneficiaries include Micron Technology and SanDisk. What would justify those prices? For Micron: A share price of US$1,000 would likely require earnings to be many times higher than current cycle peaks. Even assuming a premium AI multiple, Micron would need to become one of the world's largest semiconductor profit generators, approaching the scale o

The recent rally was driven by three major factors: Lower oil prices The preliminary US-Iran agreement raised hopes that oil exports through the Strait of Hormuz will normalise. Brent crude fell below US$80/barrel, easing inflation concerns. � Reuters +1 Lower inflation expectations Cheaper energy reduces pressure on the US Federal Reserve to tighten monetary policy. Investors are now more comfortable owning growth and technology stocks. � Reuters +1 Risk appetite returned The Dow closed at fresh record highs. The S&P 500 remains near all time highs despite some profit taking in AI stocks. Volatility has fallen from recent peaks. � AP News +1 Is this a new bull market? The evidence suggests the US market remains in a bull market: Indicator Status Dow Jones Record high S&P 500 Near

I would not describe it as "too late", but I would say the risk-reward is less attractive than it was before the rally. Gold tends to move in long cycles. Investors who buy only after a strong rise often experience a period of sideways or negative returns even if the longer term trend remains intact. For a dividend investor, there is also an important difference: STI Gold Generates dividends No income Benefits from earnings growth No earnings Suitable for income goals Mainly for wealth preservation More volatile in economic downturns Often acts as a hedge If your objective is monthly income, STI or other dividend paying investments are generally more aligned with that goal than gold. If your objective is capital preservation and diversification, holding some gold can make sense. A practica

If you are investing for 10+ years Buying at an all time high is not necessarily a problem. Historically, markets spend a lot of time making new highs. Investors who wait for a correction often miss years of compounding. If you are investing a large lump sum today Be cautious. The STI has risen more than 25% over the past year and dividend yields have compressed somewhat as prices increased. � The Kopi Notes +1 You could consider: Invest 30% to 50% now Dollar cost average the remainder over 6 to 12 months If your goal is dividend income The STI still offers attractive yields of roughly 3.5% to 4% depending on the measure used, which remains higher than many developed market indices. � The Kopi Notes +2 Main risk now The STI is heavily concentrated in banks. If: Interest rates fall faster t

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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.