To The Moon

🌟🌟🌟I am firmly bullish on the continuation of the $SK hynix(SKHY)$ memory supercycle.  Let's laugh at the idea of Big Tech "cutting back" on memory expenses & pretend that Google or Meta will stop buying HBM because it costs more .  It is like expecting a Formula 1 team to buy cheap tyres to save a few bucks.  In the AI arms race, coming in 2nd place is the same thing as coming in last. The demand for memory isn't a luxury.  It is a hard physical constraint of computing.  A single advanced NVIDIA GPU cluster requires more HBM stacks layered together just to keep the processor from starving for data. SK Hynix isn't just sitting in Korea hoping for the best.  They are expanding into Indiana US to secure a geopolit

🌟🌟🌟3 months ago, analysts were writing obituaries for $Salesforce.com(CRM)$ .  Today the same analysts realise something fundamental about AI: that its models are just expensive brains but Salesforce owns the literal nervous system of global business. Instead of destroying Salesforce, AI has become its ultimate growth catalyst. Agentforce is a platform where companies deploy autonomous AI agents to handle real world customer service, sales operations & logistics. Salesforce has turned AI into a high margin, predictable cash printing machine. To add an extra spice to the balance sheet, Salesforce has recorded a huge USD 2.6 billion investment gain thanks to its early stake in AI pioneer Anthropic. My capital is firmly in the camp of joini

🌟🌟🌟 $Marvell Technology(MRVL)$ vs $Affirm Holdings, Inc.(AFRM)$ which is a better stock to invest?  While Affirm has just posted its most profitable quarter in corporate history, sending its stock soaring, my capital is firmly staying with Marvell. Backing Affirm means you are making a bet on the resilience of modern consumer's shopping habits.  You believe that everyday shoppers will continue to use Buy Now Pay Later to finance their lifestyle habits. But backing Marvell? You are betting on the fundamental physics of global computing. Marvell design the ultra complex electro optics & custom ASICs required to link thousands of GPUs together into a single cohesive supercomputer. While consu

🌟🌟Navigating the ASX right now feels like walking on a tightrope.  Between 3 rate hikes by RBA pushing official cash rate to 4.35%, looming Federal Budget capital gains changes &  persistent July inflation print of 3.5%, market anxiety is running high. If forced to trim my holdings, I would lighten up my positions in B: Property shares first, closely followed by A: Tech stocks.  I would also increase my exposure to D: Bank stocks. When interest rates tick higher, the real estate sector gets hit by a double whammy of structural pain: 1: The capital value of commercial property portfolio falls. 2: The big debt service obligations spike instantly, eating into dividends. Tech stocks: High tech names like WiseTech makes it a target for profit taking. I would rotate into Aust

🌟🌟🌟If you choose to sit at the bus stop waiting for $NVIDIA(NVDA)$ to step back, you may have to wait a long time.  You are betting against the King of the AI revolution.  You are hoping that tech hyperscalers are suddenly going to stop competing in the AI race, or that Blackwell & Rubin are going to pause to wait for you to get on the bus.  Good luck with that strategy. I am not waiting.  I am jumping on the moving train now because NVIDIA is growing its earnings faster than its stock price can physically keep up.  NVIDIA stock gets cheaper on a forward P/E basis the higher it climbs. NVIDIA isn't just selling chips.  With upcoming Vera Rubin architecture, NVIDIA is selling entire, self contained, 6 chip data c

🌟🌟🌟 $NVIDIA(NVDA)$ guidance didn't just hint at growth of memory stocks.  It practically yelled that ultra high speed, enterprise grade flash storage is now a foundational requirement, not an optional upgrade.  This isn't a fad.  It is a massive technology upgrade that is resetting the valuation for the storage sector. My top pick is $SK hynix(SKHY)$ .  It is the King of AI memory.  Hynix is not just a standard memory vendor.  It is $NVIDIA(NVDA)$ primary elite supplier of HBM3e modules.  Hynix has a deep moat in the HBM market, creating a bottleneck where hyperscale data centres are essentially throwing money at them to lock

There are 2 camps of $Meta Platforms, Inc.(META)$ .  Camp A is the wait & see skeptics.  This camp is terrified of the velocity of Meta's cash burn. To them, buying Meta now is to chase a Capex bubble. Camp B:  The Bargain Hunters.  This is my tribe.  We look at the pullback & see a golden opportunity.  Why? Meta is the cheapest of the Mag7 with forward P/E ratio of 17.2x.  In contrast Tesla is 95x. Wall Street is pricing Meta like a slow growth legacy utility company, while its platforms are generating double digit revenue growth. Meta's AI already has over 3 billion daily active users.  Meta's advanced AI models are optimising ad targeting in real time, boosting aggregate ad revenue. By making Ll

As AI models balloon to gigawatt scale, the old world of copper wiring is melting under the sheer pressure of moving data. Enter $Lumentum(LITE)$ - the shining star of the modern AI infrastructure  race. While everyone was staring at GPUs, Lumentum delivered an absolute masterclass of its own.  This has triggered it to skyrocket a staggering 147% year todate  to USD 956.14 today. What happened? In the latest quarter, Lumentum's revenue more than doubled YoY to USD 1.01 billion.  This marks the first single billion dollar quarter in its history. Non GAAP EPS landed at a roaring USD 3.23, obliterating the USD 2.99 consensus estimate, while adjusted operating margins surged to a high of 36.5%. Should we invest in Lumentum? Here

🌟🌟🌟When a market faces a multi year inflation fight and still refuses to break, the trend is telling you everything you need to know.  I am betting on an upward breakthrough rather than a macro led decline. We have been staring at the exact same inflation ghost for over 5 years now.  Wall Street has already priced in a higher for longer narrative.  With the new Fed Chair Kevin Warsh getting rid of the dot plot forward guidance, his silence has the market jumping at its own shadow. But sticky inflation isn't a surprise anymore.  It is just an annoying background noise of the 2020s. The good news is that $NVIDIA(NVDA)$ blowout earnings brings much cheer to investors.  It is not every day you get a company scaling to USD 10

🌟🌟🌟 $YOFC(06869)$ builds the literal, physical highways of global telecom, yet it is $ZJ INNOLIGHT(03308)$ building the high speed highway toll booths & transceiver engines that commands the Trillion Yuan premium & captures the institutional public fund crown. The differentiation we are witnessing is the classic split between physical infrastructure and compute enablement. YOFC is riding a magnificent highly profitable cyclical wave d