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06-25 18:56
Happy to be a part of the $Micron Technology(MU)$
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06-25 19:53
Micron Is the New Nvidia...
The market is still an AI market Despite repeated pullbacks, investors keep returning to the same trade: AI infrastructure Semiconductors Large-cap technology The sequence was: Semiconductor stocks became extremely overbought. A disappointing report from Broadcom triggered profit-taking. Investors briefly rotated into other sectors. Strong results from Micron Technology and continued AI spending optimism pulled money back into tech. The key takeaway is that investors are not selling AI because they think the story is over. They're selling because positioning became crowded and valuations stretched. The market's biggest debate is no longer "AI or no AI" Micron Instead, the question is: How long can hyperscalers keep spending at current levels? AI spending economics Rising interest rates Hig
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06-25 22:27
I would avoid making broad, emotion-driven cuts. A sharp sell-off often mixes justified repricing with indiscriminate selling. If the investment thesis remains intact, I would reassess positions based on valuation, earnings outlook, and balance sheet quality rather than price action alone. For new capital, I'd favour staggered buying over trying to catch the exact bottom. Companies with durable cash flows and pricing power usually recover better than speculative names. If rates stay higher for longer, maintaining some cash for flexibility also makes sense. The key question is whether this is a temporary positioning unwind or a genuine deterioration in AI and corporate earnings. If fundamentals hold, volatility may create opportunities rather than signal an exit.
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06-25 22:28
Record results deserve attention, but a record share price does not automatically mean a bargain. A strong beat can justify higher valuations, yet expectations also become much harder to exceed. If Micron's long-term contracts, AI memory demand, and pricing power continue translating into sustained earnings growth, the super-cycle could have further room to run. However, memory has historically been a cyclical industry, and euphoric sentiment can lead to sharp pullbacks even when fundamentals remain healthy. Rather than chasing a 15% post-earnings gap, I'd prefer to add gradually through dollar-cost averaging or wait for periods of consolidation. Missing the first leg of a rally is often preferable to buying at peak optimism if the market later reassesses expectations. The next few quarter
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06-25 22:29
A near 30% correction is meaningful, but I would avoid buying solely because gold looks "cheap". The main headwind is still real yields. If markets continue pricing in higher rates, gold can remain under pressure despite the sizeable decline. I'd prefer to scale in gradually rather than make a large bet at $4,000. If inflation expectations stabilise or the market begins anticipating the end of the tightening cycle, gold could recover well. If yields continue climbing, there may be better entry points ahead. For long-term investors, disciplined averaging reduces timing risk. For short-term traders, I'd wait for signs that yields and Fed expectations have peaked before turning more bullish.
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06-25 23:55
I’m not rushing to call the bottom yet. The main reason for gold’s selloff is the market’s shift from expecting rate cuts to pricing in possible rate hikes. As long as rates stay high and the U.S. dollar remains strong, gold could face further downside. That said, I’m still constructive on gold over the long term. Central bank buying continues, geopolitical risks remain, and gold still plays an important role as a hedge. After the recent correction, valuations look much more reasonable than they did at the January peak. My strategy would be to DCA gradually rather than wait for the perfect entry. I prefer $SPDR Gold Shares(GLD)$ or DBS tokenized gold for convenie
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00:24
As ugly as this is for $MSTR right now, we are most certainly in the bottoming process. This could drop below $80 but at this point nibbling is not a bad idea. Nevertheless, it will need to base out in this range for awhile. If you believe in Bitcoin in the long run, the risk/reward on $MSTR just got compelling.
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01:03
$Strategy(MSTR)$ A brand New 52-week low. Just when you thought it has hit bottom, MSTR goes lower. But if you think about it, this should have been expected. Seriously. What doest MSTR produce that is worth owning a part of the company? Nothing. It's only claim to fame are the bitcoin it holds in their treasury. Bitcoin which was bought from constant issuing of new shares or bprrowing of new depts. it was okay when Bitcoin prices jept goinv higher than their last purchase prices but when it has been falling even lower than their most tecent buys, it was going to implode. Sorry guy. MSTR is insolvent. It has ran out of funds. First sign of this was when they had to sell off a very small number of bitcoin last month. A
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01:52
Dollar Index (DXY) Elliott Wave Forecast: Bullish Sequence Calls for Extended Gains
The Dollar Index (DXY) maintains an incomplete bullish sequence from the January 27, 2026 low, supporting expectations for further upside. The projected target lies within the 100%–161.8% Fibonacci extension range, measured from that low, pointing toward 102.7–106.0. This zone provides a clear technical framework for anticipating continued strength. From a short‑term perspective, the rally that began on May 29 is unfolding as a five‑wave impulsive Elliott Wave structure. Within this advance, wave ((i)) concluded at 100.31, followed by a corrective pullback in wave ((ii)) that ended at 99.38. The subsequent progression has carried the Index higher in wave ((iii)), which itself forms a smaller degree impulse. From wave ((ii)), wave (i) terminated at 99.79, while wave (ii) retraced to 99.46.
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03:04
🚀🧠 $MU Micron’s AI Memory Supercycle Just Sent a Signal Beyond Semiconductors 🧠🚀
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ I believe Micron’s blockbuster earnings were not just a company-specific event. They may have delivered the catalyst Wall Street was waiting for to reignite the broader AI trade and potentially push the Nasdaq 100 back towards fresh all-time highs. Fundstrat believes Micron’s results could “jump-start” the next $QQQ rally after the index successfully defended critical technical support. Technical roadmap from Mark Newton CMT: 🟢 $QQQ held key support near $704 🟢 A breakout above $720 targets $734 🟢 A move above $743 could open the path towards $763 and then $785 Micron did not simp
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06:03
Apple Weighed on the Index. Micron Reignited AI. Today's Market Was Pricing Two Completely Different Futures.
At first glance, today's session looked uneventful. $美光科技(MU)$ $苹果(AAPL)$ $纳指100ETF(QQQ)$ $标普500ETF(SPY)$ $闪迪(SNDK)$ The S&P 500 finished nearly flat, suggesting the market was simply consolidating after recent volatility. But beneath the surface, something much more important happened. The market wasn't selling technology. It was repricing different types of technology. During the trading session, Apple became one of the biggest drags on the major indices. Concerns over higher product pricing and its potential impact on consumer demand pressured the stock. Given Apple's enormou
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08:47
Arbitrage via Agentic AI: Trading the SaaS Structural Pivot
The "AI eating software" panic stems from market fears that advanced AI agents (like Claude Cowork) can perform routine software tasks autonomously. This threatens the traditional per-seat subscription (SaaS) business model, triggering sector-wide stock sell-offs and debates about the future of tech jobs. The thesis is exactly what is driving the volatility across the technology and enterprise software sectors in mid-2026. The recent single-day 5% drop in $Alphabet(GOOGL)$ — which extended a bruising multi-day selloff alongside a broader pullback in AI software names—stems from a mix of severe AI talent departures, anxiety over ballooning $180B+ infrastructure capital expenditures, and deep fundamental debates over the disruption of the Software-
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09:48
PCT: Should You Invest In MU v1.0 : PCT = Pandas Coffee Talk. Whether you should invest in Micron Technology (MU) depends on your appetite for cyclical volatility and your belief in the sustained Artificial Intelligence (AI) memory boom. The stock is highly polarizing: Wall Street is overwhelmingly bullish due to AI demand, while some investors warn of historical cyclicality and a massive recent price run-up. The Bull Case (Why Investors Like MU) AI Tailwinds: Micron is a crucial player in AI infrastructure, supplying high-bandwidth memory (HBM) and DRAM, which are major bottlenecks for computing capacity. Earnings Blowouts: Micron has been posting record-shattering revenue and gross margin guidance, driven by tight memory supply and soaring pricing power. Strong Leadership: The CEO has a
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10:22
I got 22 squares, and H1 2026 has been a real investing roller coaster. I bought AI stocks, bought the dip, held through corrections, averaged down, and made some winning trades. At the same time, I sold too early, missed a few big rallies, and learned some valuable lessons along the way. I'm glad I stayed disciplined. I kept following $NVIDIA(NVDA)$ , watched the $SpaceX(SPCX)$ story closely, checked my portfolio regularly, waited for better entry points, and switched part of my portfolio to cash when market risks increased. Taking profits early also helped me protect my gains. Overall, H1 reminded me that successful investing is about consistency, risk management, and continuous learning. Every tick o
555
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10:54
$ProShares UltraPro QQQ(TQQQ)$ 危中有機，趁低吸納 這本書是《我的金錢之旅》（My Money Journey），由《致富心態》作者摩根·豪瑟（Morgan Housel）等人共同編著。書中集結了**30位來自不同背景的真實人物故事**，他們不是百萬富翁或金融專家，而是和你我一樣的普通人——教師、工程師、護理師、創業家等——透過各自的理財路徑，最終達成了財務自由。 **核心主張**：財務自由沒有「唯一正解」，每個人的起點、收入、價值觀和人生階段都不同。與其追求一套標準公式，不如從**30個真實案例中找出適合自己的靈感與方法**。 --- **30個故事中的共通法則**（歸納整理）： **1. 心態篇：財務自由始於「觀念轉變」** - 多數主角並非高收入者，關鍵在於**控制支出**與**儲蓄率**，而非賺多少。 - 認清「消費主義陷阱」——許多人的富裕生活只是「看起來有錢」，而真正累積財富的人往往過著低調、簡樸的生活。 - **「夠了」的智慧**：懂得設定財務目標的終點，而非永無止境地追逐更多。 **2. 策略篇：務實且可複製的操作方法** - **自動化儲蓄與投資**：先支付給自己（儲蓄），再支付給帳單。許多人設定每月自動轉帳，強迫儲蓄。 - **長期持有指數型基金（ETF）**：多數故事主角並非股票當沖客，而是以定期定額方式長期投資低成本的大盤指數型基金。 - **善用複利**：愈早開始，效果愈驚人。即使每月只能存小額，拉長時間也能滾出可觀成果。 **3. 克服障礙篇：真實面對挫折與取捨** - 書中不迴避「失敗」——有人離婚後重新累積財富、有人創業失敗負債、有人中年轉職。關鍵是**如何從谷底爬起來**。 - 財務自由往往伴隨著**取捨**（例如：
TQQQ
06-26 10:51
USProShares UltraPro QQQ
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 71.68 20 | +1.29% Holding |
TOPOswaldFinger: TQQQ is really courageous enough to buy while it falls.
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10:57
Long post, but some thoughts on what happened in the market today… Today was a particularly weird storm of price action because the logic going into the open was as follows: - $MU crushed, saved the AI trade - AI stocks should go higher due to MU proving its not cyclical, this should help the broader market get a lift Instead, what we got right before the open… - $AAPL announces massive price hikes and effectively uses MU earnings to be like, “See! It’s not us, but if memory gets 86% margins, then we have to raise prices!” - This happens right after the hottest PCE in 3 years is reported, even with oil (the biggest proponent of inflation the past few months) still coming down - Microsoft then joins the party and raises prices across all XBOX products, once again citing memory costs Market
TOPNgl AAPL and Microsoft passing memory costs through this fast is ugly. I’m still in both, but where does FCF pressure ease first?
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10:57
WHAT HAPPEN TO THE SELL OFF
Long post, but some thoughts on what happened in the market today… Today was a particularly weird storm of price action because the logic going into the open was as follows: - $MU crushed, saved the AI trade - AI stocks should go higher due to MU proving its not cyclical, this should help the broader market get a lift Instead, what we got right before the open… - $AAPL announces massive price hikes and effectively uses MU earnings to be like, “See! It’s not us, but if memory gets 86% margins, then we have to raise prices!” - This happens right after the hottest PCE in 3 years is reported, even with oil (the biggest proponent of inflation the past few months) still coming down - Microsoft then joins the party and raises prices across all XBOX products, once again citing memory costs Market
TOPAAPL and Microsoft pushing hikes right into hot inflation prints was rough. I hold both and today felt like getting hit twice lol
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11:52
⚡ Stock Pick: Aptiv (APTV)
Everyone talks about Tesla.$Tesla Motors(TSLA)$ Everyone watches BYD. $BYD COMPANY(01211)$ But very few investors are looking at the companies supplying the technology that every modern vehicle needs. That's where Aptiv stands out. $Aptiv PLC(APTV)$ Aptiv isn't an EV manufacturer—it's the company helping build the electrical architecture, software, sensors, and connectivity that power the next generation of vehicles. As cars become more connected, autonomous, and software-defined, they require significantly more electronics than traditional vehicles. Whether it's an EV or a combustion vehicle, the trend is the same: more
TOPAptiv is the picks-and-shovels angle I actually like here. If ADAS content per car keeps rising, APTV has real leverage. Bear case is automaker pricing pressure though?
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14:08
SGX Daily Top Movers (26-6-2026): D05, C6L, U11, Z74, AWX, O39, C38U, S63, G13 & S68 lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $SIA(C6L.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $AEM SGD(AWX.SI)$ $OCBC Bank(O39.SI)$ $CapLand IntCom T(C38U.SI)$ $ST Engineering(S63.SI)$ $Genting Sing(G13.SI)$ $SGX(S68.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $SIA(C6L.SI)$
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06-25 19:04
Why Qualcomm’s AI Comeback May Be Bigger Than Smartphones
$Qualcomm(QCOM)$ has spent years being treated as a smartphone stock. When handset demand was strong, investors liked it. When handset demand slowed, investors punished it. That was the old Qualcomm story. But today, the market is starting to ask a different question: What if Qualcomm is no longer just a smartphone chip company? After its latest investor update, Qualcomm is trying to convince Wall Street that its next major growth engine will come from AI data centers, custom chips, edge AI, automotive, and non-handset markets. The stock jumped after the company forecast $15 billion in data-center chip revenue by 2029. That number matters because it changes the way investors think about Qualcomm. For years, the main criticism was simple: Qualcomm