To The Moon

​I did the math so you don’t have to. 🧐☕ $Luckin Coffee Inc.(LKNCY)$   We’ve all stood at the ordering kiosk wondering: Is it actually worth paying 80 cents more to upgrade from a Small (16oz) to a Large (24oz)? Or are you just paying for extra ice? 🧊🤔 ​I decided to run a little "citizen science" experiment at my table  with my go-to order: the Iced Pomelo Americano Soda. ​🧪 THE EXPERIMENT: ​I ordered the big 24oz Large size. ​I grabbed an empty 16oz Small cup that my boss had just finished drinking from. 🫡♻️ ​I poured my drink from the Large cup into the Small cup until it was filled right to the brim. ​📸 THE RESULTS (Look closely at the lines!): ​As you can see, my boss's old 16oz Small cup on the left is completely full. ​B

Eh boss, morning morning! Come come, sit down lah, one kosong prata and kopi-O coming! While I fry your prata, let me tell you one helluva story about this company,$Amphenol(APH)$  !  AI whole supply chain now like big big war! Nvidia selling the big big guns, Microsoft and Meta building the factories. But this Amphenol guy? He is the one supplying the bullets, the wires, the connectors — everything to connect the whole army together! No connection, your super powerful GPU also become expensive metal brick only. Useless lah! This Amphenol, from PC time, handphone time, until now AI time, every wave they are there. Not the superstar, but always the one who collect money properly. Steady pom pi pi. Boss, they sell three things mainly: Conne

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

Eh boss, today Muthu Boy got one very spicy AI story for you.  The internet is buzzing over rumors about Victory Giant's boss and an elevator kissing scandal. As a shareholder, I see it as bullish — it suggests the boss has plenty of energy, a healthy appetite for life, and isn't too picky. If he's bringing that same drive to business, Victory Giant's future might be even brighter." 😆📈 $Victory Giant Technology(Huizhou) Co.,Ltd.(300476)$   Now focus back on it's fundamental...  But while investors were staring at the chips, one Chinese company quietly became one of the biggest winners of the entire AI revolution. That company is Victory Giant Technology. And most people have never even heard of it. From Seventh Place to

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