To The Moon

① What's Happening Today AI compute trade is cooling. The semiconductor index fell 1.7%, down as much as 3.6% intraday. CPU-related names like AMD, Intel, and ARM weakened. The core reason: the market is revising down expectations for CPU compute demand driven by Meta's Muse — the "buy up all the world's CPUs" trade logic is cooling. Meta falls 5%, AI application expectations begin to reprice. The market is waiting for OpenAI's developer conference on one hand, while starting to question the actual pace at which AI Agents will change consumer and business models. Meta has already rallied significantly in the short term, and its valuation has entered a higher range. Optical communications pull back in sync. CRDO fell 8.7%, with COHR, ALAB, and CIEN weakening. The market is reassessing optic

$Microsoft(MSFT)$  Microsoft just reminded the market why Azure still matters.  Microsoft jumped 3.66% on Friday after reports of a sweeping data center expansion plan. The numbers being floated are large — plans that could more than triple capacity over the coming years to meet AI and cloud demand. This is not a surprise to anyone who has followed the company. Azure has been capacity-constrained for some time. Customers have been turned away or delayed. When a platform with Microsoft’s enterprise relationships and software ecosystem cannot deliver enough compute, the logical response is to build more. That is exactly what they are doing. The other side of the story is the growing skepticism around AI infrastructure spending. Michael Bu

I am cautiously bullish on $Micron Technology(MU)$ going into earnings. Memory pricing and strong AI-driven HBM demand remain key positives, although expectations are already high. I will be watching HBM pricing, customer agreements and next-quarter guidance closely. Strong guidance could support the view that this memory upcycle still has room to run. I also want to see whether demand remains strong enough to support pricing power. I hold MU and remain bullish long term, but I prefer adding gradually on pullbacks rather than chasing after earnings. The memory cycle can turn quickly, so I am staying disciplined. For me, the long-term AI memory story remains intact. So I go for Flat! Maybe slightly green.

Memory Prices Up 500% — Bull Signal or Cost Warning? “Memory prices are up more than 500%.” That was enough to send memory stocks higher Thursday. $Micron Technology(MU)$   Micron gained 5.50%, SanDisk 6.21% and SK hynix 4.64%, while Intel jumped 7.67%. But there is an important detail investors shouldn’t overlook: The 500% figure describes what a buyer is paying — not necessarily what memory manufacturers are earning. $Intel(INTC)$   Intel CEO Lip-Bu Tan was describing the severity of the memory-cost increase from a buyer’s perspective. Other industry pricing data show much more gradual quarter-to-quarter increases in server and mobile DRAM, so the exact product, starting point and time

$Cipher Mining Inc.(CIFR)$    Why I Pick Cipher Digital (CIFR) Over the Competition 1️⃣ When looking across the public digital infrastructure landscape—from pure-play Bitcoin miners to legacy hosting facilities—Cipher Digital (CIFR) stands out because of its fundamental, structural moat.  While many competitors rushed to buy un-interconnected land or exposed themselves to spot power volatility, CIFR secured long-term, fixed-rate Power Purchase Agreements (PPAs) early on . Operating with power costs anchored around 2.7–3.0¢/kWh gives them a durable baseline that preserves operating cash flow even during crypto bear cycles. Equally important is their power-first land control in ERCOT. Grid access is the

$InnoTek(M14.SI)$ She is back to 46.5 cents, looks rather interesting! Likely to rise up to test 50 cents. EBITDA for the period under review increased 9.0% from S$6.9 million in 1H’25, underscoring the Group’s strengthening business operations. Profit before tax stood at S$0.7 million in 1H’26, compared to S$0.8 million in 1H’25, mainly due to a foreign exchange (“forex”) loss of S$1.6 million in 1H’26 from a forex gain of S$0.3 million a year ago. Net profit attributable to owners of the Company was S$0.1 million, compared to S$0.4 million a year ago. Net cash flows from operating activities rose to S$9.7 million in 1H’26 from S$3.6 million in 1H’25. The Group’s balance sheet remained healthy, with a net cash position of S$66.8 million as at

[你懂的]   $Arteris (AIP): The Company Building the “Highways” Inside AI Chips Let’s start with the simplest explanation: Arteris doesn’t manufacture chips. It provides the IP that helps different parts of a chip communicate with each other. Modern AI chips can contain CPUs, GPUs/NPUs, memory controllers, caches, accelerators, security blocks, and I/O interfaces — all of which need to move massive amounts of data. As chips become more complex, especially with the rise of Chiplets and multi-die architectures, moving data efficiently inside the chip becomes a major engineering challenge. That is where Arteris comes in. Its Network-on-Chip (NoC) technology can essentially be viewed as the highway system inside a chip, helping different IP blocks communicate efficiently while balan

$NVIDIA(NVDA)$ 1️⃣ Why am I making this trade now? Semi conductor will be demanding as AI need more advanced chips to power 2️⃣ What’s my plan from here? We will continue to follow the trend and ride the bull market