Jason_LSE

Consultant, Engineer--Investor, Educator

    • Jason_LSEJason_LSE
      ·02:02
      $SOUN 20260515 12.0 CALL$   Continues to monitor closely as they grow via M&A aggressively. Just sharing :- SoundHound AI (NASDAQ: SOUN) recently reported a record Q1 2026 revenue of $44.2 million (a 52% year-over-year increase), announced the acquisition of conversational AI company LivePerson, and launched OASYS, an end-to-end agentic AI platform for business customer service. Key UpdatesQ1 2026 Earnings & Revenue: SoundHound posted record Q1 revenues of $44.2 million, driven by strong growth in its voice AI platforms. However, the stock experienced volatility following the earnings call due to persistent operational costs and a newly launched \(\$300\) million at-the-market (ATM) equity offering to fund ongoing
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    • Jason_LSEJason_LSE
      ·05-12
      $INTC 20260508 70.0 PUT$ Intel ran too fast & furious. Nevertheless I got a small tiny bite. Now switching my attention to it's Singapore proxy AEM (ticker AWX at SGX).  I attended it's recent AGM and spoke with their senior management. I am impressed with their recent strategic  partnership with ASE- Taiwan. The deal is structured in two stages to align interests — AEM gets SGD12 million upfront, and ASE only gets more shares (at recent prices) if the partnership generates targeted revenues for AEM. Next , to receive another SDG117 Millions, with new business target met. This potentially helps AEM move beyond a few big customers into the wider OSAT ecosystem, which serves many chip compa
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    • Jason_LSEJason_LSE
      ·05-07
      $INTC 20260508 70.0 PUT$ Aiya, should have double down even more with Intel Lip Bu Tan. An outstanding NTU's alumni👨‍🎓and inspiration to my students & SG Education 👏 
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    • Jason_LSEJason_LSE
      ·05-01
      I think AEM Holdings Ltd still has uptrending potential. I attended AEM recent AGM and spoke with their top management. Here is why ? AEM offers application-specific intelligent system test and handling solutions for semiconductor and electronics companies serving the 5G and artificial intelligence (AI) markets. The group has five manufacturing plants located in Singapore, Malaysia, China, France and Finland. AEM just announced a stellar set of earnings for the first half of 2020. Revenue jumped by 81.7 per cent year on year to hit $273.7 million. Net profit more than doubled from $22.3 million a year ago to $55.3 million. All divisions recorded growth in sales, and demand for the group’s semiconductor test solutions continues to be robust. Although the pandemic has disrupted global s

      AEM Holdings Ltd. (AWX) Gets a Buy from DBS

      DBS analyst Amanda Tan maintained a Buy rating on AEM Holdings Ltd. today and set a price target of S$8.90. Tan covers the Technology sector, focus...
      AEM Holdings Ltd. (AWX) Gets a Buy from DBS
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    • Jason_LSEJason_LSE
      ·04-19
      I recommend the Zero to One . Here is why :-- Real innovation means creating a completely new thing that hasn't been seen before. Ten key concepts: 1. Start from scratch 2. Become a monopoly 3. The appeal of competition 4. The last-mover advantage 5. Success is not a lottery 6. The power law 7. The role of secrets 8. Culture and sales 9. Man and computers 10. The founder’s paradox Thiel's track record with Palantir Peter Thiel co-founded Palantir with Stephen Cohen, Joe Lonsdale, Alex Karp, and Nathan Gettings in 2003. Thiel invested approximately $30 million (from his own pockets and his Founders Capital venture capital fund) in the company. Before Palantir went public via a direct listing in 2020, Thiel owned 7%-10% of its private shares. He sold millions of shares after Palantir's marke
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    • Jason_LSEJason_LSE
      ·04-11
      $Palantir Technologies Inc.(PLTR)$ My favourite stock is getting interesting.  I am monitoring closely as it dip . Just to share some updates on PLTR. As of April 11, 2026, Palantir Technologies Inc. (PLTR) is experiencing significant stock volatility, marked by a sharp, multi-day sell-off driven by increasing competition fears, partially offset by a public endorsement from President Trump. Stock Pressure: PLTR shares saw a steep decline, falling nearly 17% over three days following increased competition fears and criticism from "Big Short" investor Michael Burry. Trump Support: On April 10, 2026, Donald Trump expressed approval of Pa
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    • Jason_LSEJason_LSE
      ·04-11
      $RCAT 20260410 14.0 CALL$ Sharing RCAT April'2026 update. 🙂 As of April 2026, Red Cat Holdings (RCAT) has experienced significant updates regarding production scaling, corporate partnerships, and defense contracts. Key Updates (April 2026): Production Expansion: Red Cat expanded its facility footprint from 36,000 to 254,000 square feet to meet high demand for its defense drones. Its Salt Lake facility is producing 50 "Black Widow" drones daily, while the FlightWave facility produces 125 "Edge 130" drones monthly. NATO Selection: A NATO ally selected the Black Widow small unmanned aircraft system (sUAS) for its fleet through a competitive tender. Maritime Division Growth: Red Cat's "Blue Ops" division partnered with HADDY to e
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    • Jason_LSEJason_LSE
      ·04-01
      $Hims & Hers Health Inc.(HIMS)$ Still have faith & conviction in Hims , my views as follows:-- Recent developments for Hims & Hers Health, Inc. (HIMS) in early 2026 are focused on a strategic pivot toward branded GLP-1 weight loss treatments, expansion into complex care, and international growth. Here are the key, recent developments: Partnership with Novo Nordisk (March 2026): Hims & Hers announced a collaboration with Novo Nordisk to sell branded GLP-1 medications—
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    • Jason_LSEJason_LSE
      ·04-01
      $RCAT 20260327 17.0 CALL$ nibbling while waiting for bigger meals. Allow me to share :-- (NASDAQ: RCAT) has recently focused on expanding its all-domain drone and robotic solutions for defense,, with major developments in AI, swarming technology, and international partnerships as of March 2026. Key developments include: Acquisition of Apium Swarm Robotics: In March 2026, Red Cat acquired Apium, a developer of distributed control systems for autonomous swarming drones and uncrewed surface vessels (USVs). Apium will operate independently while integrating its swarming software across Red Cat's "Family of Systems" to improve performance in GPS- and communication-denied environments. Strategic Partnership with Ukraine: Red Cat si
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    • Jason_LSEJason_LSE
      ·03-31
      $RCAT 20260327 17.0 CALL$ More collaboration with PLTR are in line with more exciting revelations.
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