To The Moon

In a battle between real and fake news, Bloomberg reported an hour before the market closed that OpenAI and Oracle had halted plans for the Stargate data center in Texas. Reports also claimed that Nvidia paid $150 million to Crusoe Energy Systems and coordinated with Meta Platforms to lease the site, ensuring incoming customers wouldn’t use GPUs from Advanced Micro Devices. The headline sent shockwaves through the market, causing Nvidia, Oracle, and several AI infrastructure companies — including Taiwan Semiconductor Manufacturing Company — to plunge right before the closing bell. Then came the twist. “Mai Kia, Mai Kia… it’s fake data,” as CNBC later clarified. Oracle confirmed the OpenAI data center plans are still moving forward as scheduled and have not been canceled. But by then, the d

$Oracle(ORCL)$   $Marvell Technology(MRVL)$   $Micron Technology(MU)$   $NVIDIA(NVDA)$   $SanDisk Corp.(SNDK)$   Bloomberg reports that Oracle and OpenAI have canceled plans to expand the AI data center in Abilene, Texas, due to stalled financing negotiations and changing OpenAI requirements. After the talks fell through, Meta is considering leasing the expansion site, while NVIDIA paid a $150 million deposit and helped broker the deal to ensure its chips, rather than AMD’s, are used. The campus is part of the “Stargate” project announc

Divorced Last Year, Married Again This Monday? Novo & Hims’ Comeback” $Hims & Hers Health Inc.(HIMS)$   Novo and Hims look like they’re getting married again 💍 after last year’s messy divorce. Hims pops 35% in after hours.  The two companies are expected to announce a new partnership as early as Monday, according to a person familiar with the matter who spoke on condition of anonymity. They were previously together, but Novo abruptly called it quits after Hims refused to stop promoting and selling copycat medications. Now it seems the former couple may be giving love another chance  and Muthu boy is very happy to see the reunion 😊. I wonder… will they order my roti prata from my prata shop? 🥞✨

$Amprius Technologies Operating Inc(AMPX)$   specializes in next-generation lithium-ion batteries featuring silicon anode technology (including their SiCore platform), which delivers significantly higher energy density—up to around 500 Wh/kg in some configurations—compared to traditional graphite-anode batteries. This enables longer runtimes, lighter weight, and better performance in demanding applications like drones/UAVs, electric vertical takeoff and landing (eVTOL) aircraft, electric vehicles (EVs), and light electric vehicles (e.g., e-bikes, robotics). The tech has particular traction in defense, aerospace, and commercial drone sectors due to these advantages. Amprius Technologies (AMPX) could realistically benefit from the ongoing

Big news for weight loss access! Semaglutide patents are expiring soon in countries like India, China, and Brazil (starting March 2026) – meaning super-cheap generic versions are coming!  $Hims & Hers Health Inc.(HIMS)$    Here's why this could be a game-changer for Hims & Hers (and patients worldwide):   Lower Costs As patents expire, raw ingredient (API) prices will crash. If manufacturing drops to ~$3/month, Hims & Hers can slash subscription prices big time – making effective weight loss meds affordable instead of $200–$1,000/month for branded versions. More people can finally access it! Global Expansion Hims & Hers is already pushing internationally (just entered Canada!). With cheap, legal generi

Ever since Trump got elected, it feels like five major headlines break every single day what on earth is going on? $United States Brent Oil Fund LP(BNO)$  $Brent Last Day Financial - main 2605(BZmain)$   $Gold - main 2604(GCmain)$   $iShares Silver Trust(SLV)$   I miss Sleep Joe, we all could sleep back then. Sometimes doing nothing is better than doing something The United States and Venezuela have agreed to re-establish diplomatic relations, marking a major shift after years of hostility and severed ties since 2019. @Tiger_comme

We met up today. ☕ Across the table, I didn’t see a “job seeker” or a statistic. I saw my old friend — the girl who was beautiful and slim during our JC days, when many guys tried to woo her. But today, I could see the quiet weight of the past three years in her eyes. Her boyfriend had broken up with her. She had gained a lot of weight. The degree she once worked so hard for now felt less like a sail pushing her forward, and more like an anchor weighing her down. I could also see the physical toll of a heart that has been trying to protect itself by staying still. It’s easy for the world to say, “Just get up.” It’s easy for a father to say, “Just go and work.” It’s easy for a doctor to say, “Just be healthier — go to the gym, eat less.” But when you’re sitting across from someone who has f

Wah, this Applied Optoelectronics $Applied Optoelectronics(AAOI)$  ah… like one prata stall suddenly become full restaurant. Now market cap only about $7B, but if everything cook properly, next year maybe become $35B stall already. Let Muthu boy explain simple-simple. First, in this AI datacenter photonics business, got three types of “ingredients” — like making prata. 1️⃣ Assembly only (just cook the prata) Companies like Flex Ltd.. They take the lasers from suppliers like Lumentum Holdings $Lumen Technologies(LUMN)$  or Coherent Corp $COHERENT(COHR)$  ., then just assemble transceivers based on blueprint.

The stock market ticker is flipping happy like flipping roti — all because The New York Times says Iran might have quietly tossed a secret offer over the fence to the US, trying to talk peace and end the war.  $NVIDIA(NVDA)$   $iShares Bitcoin Trust ETF(IBIT)$   $Strategy(MSTR)$   $Robinhood(HOOD)$   $Coinbase Global, Inc.(COIN)$   The gist, prata style: Iran might agree to give up or heavily cut back its fancy missiles and nuclear toys.  They might also dial down support for their “ah sibeh lo

An AI customer service assistant has landed a company in trouble. A small UK business recently suffered thousands of pounds in financial losses and became entangled in legal disputes after its AI chatbot independently offered an 80% discount. $Salesforce.com(CRM)$   $ServiceNow(NOW)$   $LivePerson(LPSN)$   $NVIDIA(NVDA)$   $Amazon.com(AMZN)$   A customer reportedly spent nearly an hour cleverly guiding the AI through a conversation. During the exchange, the chatbot not only generated a non-existent promo code but also escalated the