To The Moon

🌟🌟🌟NVIDIA relies on $VGT(02476)$ because Shenghong controls the premier intellectual property (IP) and high volume manufacturing lines for High Density Interconnect (HDI) multi layer PCBs. These PCBs are custom engineered to handle extreme processing velocities, allowing NVIDIA to run its clusters at maximum capacity without experiencing latency bottlenecks. $NVIDIA(NVDA)$ relies on Shenghong as an essential infrastructure supplier to secure its global component pipelines. $VGT(02476)$ is a great buy because it ticks the core fundamentals of a great quality stock: Solid revenue, net profit and has pricing power.

🌟🌟🌟 $SPDR GOLD TRT(02840)$ is the local Hong Kong listed version of the world famous $SPDR Gold ETF(GLD)$ trust - the largest physically backed gold ETF. $SPDR GOLD TRT(02840)$ commands the highest trading volume and the tightest average bid ask spread of 10bps on HKEX.  This ETF has a management fee of 0.40%. You  would choose $SPDR GOLD TRT(02840)$ if liquidity is an important criteria. @Tiger_comments @Tiger_SG @TigerStars

🌟🌟🌟The current US Iran peace talks is a fragile truce.  Until the peace terms are actually signed, it is naive to expect everything will be well. Investing in Hong Kong Gold ETFs is a good tactical move to hedge against any unexpected outcome of the US Iran peace talks. Why? Hong Kong Gold ETFs are 100% physically backed by physical gold bars securely stored inside the HKIA Precious Metals Depository.  Every single share represents a legal, un-cut claim on physical bullion held entirely outside the jurisdiction of the West. Trading gold through the Hong Kong matrix allows you to enjoy the Hong Kong Dollar peg to the USD, handing you a stable defacto USD hedge while positioning within  Hong Kong. @Tiger_comments

🌟🌟🌟The shift from purely text based cloud applications to Physical AI where models operate within physical machinery, robotics and autonomous systems has arrived.  One of the best stocks to buy on the Hong Kong Stock Exchange is $51WORLD(06651)$ . Following a massive breakout, this stock has surged over 27% in a single session to hit an all time high of HKD 125.70, pushing its YTD return to a massive 206.74%. As China's very first publicly listed Physical AI pure play, $51WORLD(06651)$ has positioned itself as a key provider for the future of robot intelligence. Exciting times are ahead for this company. @Tiger_comments

🌟🌟🌟Despite reaching the historic USD 1 Trillion market capitalisation milestone, $Micron Technology(MU)$ is undervalued. Why? Micron has triggered a high margin supply constraint across the entire global tech grid.  This is because an AI chip requires 3 times the wafer footprint of a standard phone or PC chip. With capacity 100% spoken for through 2026 and 2027 orders locked in, Micron's 7.7x Forward P/E ratio means that investors are essentially buying an enterprise monopoly at a deep discount. @Tiger_comments @TigerStars @Tiger_SG

🌟🌟🌟I like to invest in $HUABAO CSI HONG KONG STOCK CONNECT INFORMATION TECHNOLOGY COMPREHENSIVE TRANSACTION OPEN INDEX SECURITIES INVESTMENT FUND(159131)$ as it is currently one of the most explosive highly sought after semiconductor ETFs in the Chinese market. This ETF is unique as it filters out giant e-commerce companies like Alibaba, Tencent or Meituan.  It focus exclusively on pure play hard tech hardware and software stocks listed via Hong Kong Stock Connect. The top 10 holdings include $SMIC(00981)$ $XIAOMI-W(01810)$

🌟🌟🌟Tau's Law is a game changer for $SMIC(00981)$ and other Chinese chips companies.  It triggered a massive record breaking surge in SMIC's share price.  It is up 6.8% in Hong Kong trading today and in the past 5 days SMIC has jumped 25.2%. Tao's Law was developed by Huawei and it fundamentally changes SMIC's valuation to a critical manufacturing hub capable of achieving 1.4 nm equivalent chip density using existing machinery. Exciting times are ahead for SMIC. @Tiger_comments @TigerStars @Tiger_SG

🌟🌟5 options to play SpaceX liftoff.  1.  SpaceX: buying SpaceX itself gives me uncut exposure to Starlink, Starship & the entire Mars infrastructure pipeline.  But the reality is it will be a roller coaster ride & possibly too expensive for me. 2. Tesla: If Elon Musk merges Tesla into SpaceX it would be great but the reality is Tesla is too entangled with Robotaxi regulatory wars to give me a pure interstellar path. 3.  Rocket Lab:  No. 2 launcher in the world.  It is building the Neutron rocket to challenge SpaceX but it would be tough as SpaceX has the monopoly of heavy lift market with Falcon 9. 4.  EchoStar:  It owns Boost Mobile & Dish Network but it is getting crushed by Starlink's monopoly on the orbital network. 5.  Google:

🌟🌟🌟Is SpaceX the century's greatest bet or the most expensive SciFi story?  According to Elon Musk, it is a profound multi trillion dollar referendum on the destiny of humanity. Behind the USD18.7 billion in revenue sits a heavy USD4.94 billion net loss & a staggering USD 60.5b debt.  Yet history has shown that this has never deterred Elon Musk. The single strangest clause hidden in SpaceX prospectus is Musk's compensation package.  He receives zero salary.  Instead his multi billion dollar stock options are tied to establishing a self sustaining million person colony on Mars & scaling SpaceX's valuation to an astronomical USD 7.5 trillion. Is the vision worth the premium ? Investing in SpaceX isn't about running numbers. It is about buying a stake in an uncut

$Marvell Technology(MRVL)$ Heroic Rise To Break Nvidia's Monopoly  🌟🌟🌟The name Marvell Technology sounds like it was lifted straight from the pages of a comic book and right now, its role in the global technology ecosystem is exactly that of a Marvel superhero. While the retail crowd remains completely hypnotised by NVIDIA playing the role of an all powerful titan, the world's largest cloud tech giants - Alphabet, Amazon and Microsoft are quietly assembling an alliance to break free from the GPU monopoly.  To pull it off, they have turned to the data centre's ultimate saviour: Marvell. Heading into Marvell's high stakes Fiscal Q1 2027 earnings release on Wednesday 27 May 2026, the stock is trading near an a