To The Moon

Just three days ago, the S&P 500 was celebrating fresh all-time highs as AI stocks went into overdrive. Investors were acting as if nothing could stop the rally. Then came Fri  The S&P 500 suffered its biggest one-day decline since October 2025, despite one of the strongest U.S. jobs reports in the last 18 months. On the surface, it makes no sense. Strong economy. Strong hiring. Strong consumer spending. Shouldn't stocks be soaring? Even President Donald Trump questioned the reaction, saying stocks should be going up, not down. But here's what the market is really telling us. The market no longer wants a strong economy. It wants lower interest rates. For months, investors convinced themselves that slowing employment would force the Federal Reserve to cut rates aggressively. Wh

The Hidden AI Boom No One’s Talking About: Why PCBs and Capacitors Are Quietly Printing Money NVIDIA’s latest AI server racks now cost nearly twice as much as before. Everyone’s focused on GPUs and HBM memory. But here’s what shocked the market: two of the biggest cost explosions are hiding in the most boring, unsexy corners of the supply chain — printed circuit boards (PCBs) and MLCCs (multi-layer ceramic capacitors)$Murata Manufacturing Inc.(MRAAY)$  . Most investors have never even heard of them. Yet these two “invisible” parts are exploding in value. And while the crowd chases the next memory stock, two specialist companies have already stealthily hit all-time highs. Their names? TTM Technologies (TTMI) and Vishay Intertechnology (VSH).

Eh, boss! Come, sit down lah. Muthu boy here, your favourite prata seller at the corner stall. While flipping roti prata, I also flip some good stories. Today I tell you one damn interesting one. You got time ah? Order one kosong prata, I talk. If I tell you got one company, last five years its share price drop more than 90%, like kena hammer until flat... but now got chance to become next 10x AI infrastructure dark horse, you believe or not? More shiok is this: They don't make chips, don't build big AI models, and many investors never even hear their name before. But what they got? Maybe more important than chips. This company is FuelCell Energy, $FuelCell(FCEL)$     Today, like my prata, I break it d

You probably owned a Razer mouse or keyboard. The glowing RGB stuff that felt like pure gamer glory. A decade ago, Razer was often viewed as the "Apple of gaming." Today, a growing number of gamers view the company as charging premium prices for products that are no longer clearly superior to competitors. This is more of a perception issue than a financial crisis, but it affects popularity $Razer Inc.(RAZFF)$   At its peak, Razer was a monster: $1.6 billion in revenue, $4.4 billion market cap, and one of the biggest IPOs in Hong Kong. Then they quietly delisted. So… did they crash and burn? Not exactly. Their story is way wilder. Back in 2005, Razer had just come out of bankruptcy. Two unlikely guys bought the brand: lawyer Tan Min-Liang &nb

Waaaay overvalue lah bro and sis 👍👍👍 $Space Exploration Technologies Corp(SPCX)$   This SpaceX IPO around $1.77 trillion valuation, $135 per share… looks like full-on hype rocket already. Price-to-sales 94x on 2025 revenue, really gone case kind of level already. Q1 2026 still bleeding also — about $4.27 billion net loss somemore. Not even pure space company anymore lah, now become mixed bag — SpaceX plus Elon side quests like xAI and X all bundled in. But public still pay premium like sure win, when actually still burning cash. Governance also no power one — Elon still hold like 82.4% voting control via dual-class shares. Retail investors basically just sit inside the rocket, cannot touch steering wheel. Only 5% float also very “engineered”

$Strategy(MSTR)$   Most people think the dot-com bubble burst because “tech was overvalued.” But the real trigger was something more dangerous: trust collapsing in plain sight. And oddly enough, one of the key names in that collapse is now worshipped in crypto today — MicroStrategy and Michael Saylor. In the late 1990s, MicroStrategy was a Wall Street darling. A fast-growing software company. A “top-tier performer.” A rare tech firm that looked profitable in a sea of startups burning cash. But behind the glossy numbers, there was a fragile accounting trick. To meet explosive growth expectations, the company adopted aggressive revenue recognition practices. Instead of spreading multi-year software and maintenance contracts over time (the

For the last three years, investors have chased anything related to AI. NVIDIA exploded. Data center stocks soared. Power infrastructure companies became market darlings. Every dollar seemed to flow into the AI trade. But markets are forward-looking. The next big winners are often hiding in plain sight while everyone is focused elsewhere. Silver might be one of them. $iShares Silver Trust(SLV)$   Most people still think of silver as a cheaper version of gold. That's outdated thinking. Today, silver is increasingly an industrial metal. It sits inside solar panels. It sits inside electronics. It sits inside electric vehicles. It sits inside power infrastructure. And unlike gold, much of the silver used in these app

  Everyone talks about NVIDIA GPUs. Very few are talking about the MASSIVE power revolution happening behind them. ⚡ Why are AI data centers moving to 800V High-Voltage DC (HVDC)? Because we've hit the limits of physics. In the old server world, 12V and 48V power systems were good enough. But AI racks packed with GPUs now consume enormous amounts of power. Higher power at low voltage = massive current. And massive current creates 2 huge problems: 🔥 1. Heat Explosion Power losses increase by I²R. Double the current and heat losses can increase 4x. Data centers end up wasting huge amounts of electricity just generating heat. 🧱 2. Thick Copper Everywhere More current requires larger cables. More copper means: • Higher costs • More weight • Less rack space • More installation complexity T

$IBM(IBM)$   The Payout: The plan guaranteed him 75% of his agreed salary 54K pound ​The Duration: It guaranteed this income until he reached the retirement age of 65. ​The Terms: He remained an employee on the books with "no obligation to work," effectively securing more than 1.5M pound over the course of the plan. Inflation was rapidly eroding its value. He claimed that failing to provide regular cost-of-living pay raises constituted unfair treatment compared to active, non-disabled employees who received salary reviews.

​The market currently treats $Fluence Energy, Inc.(FLNC)$   as a cyclical clean-energy hardware company, pricing it like a standard utility vendor. This creates a massive valuation disconnect. ​The real story?  $FLNC is quietly pivoting into a fundamental AI infrastructure power layer. Artificial intelligence data centers are outgrowing the grid, and Fluence provides the necessary buffer, stability, and emergency backup that hyperscalers need to keep next-gen chips running. ​1. The Core Fundamentals (The Margin of Safety) ​Even before factoring in a single dollar from the generative AI boom, Fluence’s baseline business is deeply undervalued. At a current stock price of $27.15, the market is ignoring a massive, highly visible revenue