To The Moon

Why CPO matters AI scaling is no longer compute-bound alone. It is interconnect-bound. As clusters move from tens of thousands to millions of GPUs, copper becomes a bottleneck in: Power consumption Latency Signal integrity CPO reduces power per bit and enables denser rack-scale designs. If NVIDIA controls optical capacity into 2027–2030, it protects the next scaling phase of Blackwell successors. Is there a “second curve”? The first curve was training acceleration. The second curve is likely: 1. Inference at planetary scale 2. Network dominance via NVLink + optical fabric 3. Full-stack integration from silicon to system to interconnect If NVIDIA owns the fabric layer, it widens the moat beyond GPUs. Valuation question A trillion-dollar valuation requires: Sustained data centre revenue grow

$Agnico Eagle Mines(AEM)$ Buckle up, investors! AEM Holdings is turning heads as Singapore's underrated semiconductor star, blasting off with a jaw-dropping 50%+ surge in just two weeks. 📈 With its Test Cell 2.0 tech locked and loaded for the AI explosion, this underdog is poised to dominate the chip testing arena. As Intel and other AI heavyweights crank up production of cutting-edge accelerators starting early 2026, AEM's solutions are hitting prime time. 😎 Let's dive deep into why AEM could reclaim its throne in semiconductors. Their latest FY2025 earnings smashed expectations—net profit jumped 48% to S$17 million, revenue up 5% to S$399 million. Better yet, dividends are back on the menu with a proposed S$0.013 payout, signaling confidence amid

Chinese AI powerhouse MiniMax just dropped its bombshell 2025 earnings, proving that artificial intelligence isn't all smoke and mirrors—it's delivering real cash explosions! 💥 Revenue skyrocketed a jaw-dropping 158.9% year-over-year to a whopping US$79.04 million, smashing analyst predictions and sending shockwaves through Wall Street. 😲 But wait, there's more: the M2 model series is on fire, with average daily token consumption in February surging 600% from year-end levels. That's not just growth; that's hyperdrive! 🌟 Let's dive deep into why MiniMax is turning heads and potentially rewriting the AI playbook. Founded as a scrappy unicorn in Shanghai, MiniMax has evolved from a model-maker into a full-fledged AI platform beast. Their AI-native products raked in US$53.1 million, up 143.4%

$NVIDIA(NVDA)$ NVIDIA just dropped a bombshell with a massive $4 billion investment, pumping $2 billion each into optical powerhouses Coherent and Lumentum. This isn't your average cash splash – it's a calculated masterstroke to dominate the future of AI data centers. By securing equity stakes and long-term supply deals, NVIDIA is essentially future-proofing its tech empire, grabbing exclusive access to cutting-edge Co-Packaged Optics (CPO) tech that's set to revolutionize high-speed data transfer in massive AI clusters from 2027 to 2030. 🌐🔒 Picture this: As AI demands skyrocket, traditional copper connections hit a wall with power-hungry inefficiencies. Enter CPO – integrating optics right onto chips for lightning-fast, energy-efficient networkin

Amid the chaos of skyrocketing oil prices from Middle East flare-ups and whispers of an AI spending bubble bursting, the Magnificent Seven are taking a brutal hit. But zoom in, and you'll spot prime opportunities—especially with Nvidia and Microsoft dipping into bargain-bin territory after years of dominance. Forget the panic; this pullback could be the setup for your next big win. Let's break it down with fresh data, killer insights, and why I'm eyeing these two as must-grabs. 😎📈 First off, the big picture: Geopolitical fireworks in the region have jacked up energy costs, slamming risk assets while safe-havens like gold gleam. Add in doubts over trillion-dollar AI bets yielding zilch in profits yet, and voila—Mag 7 stocks are down 5-7% year-to-date while the broader market chugs along. Ro

$A GX HSCEICC(03416)$ 今日就係咁，追埋今次，之後就留返之後再研究一下，看來反彈也要時間

$MONTAGE TECH(06809)$ 琴日上午11.50分左右以188.2放。二十四小時後用169.7買返。平左好多。但入完之後仲要跌好多。fxxk[生气]  [生气]  

$NKE 20260327 59.0 PUT$ Repeating another cycle of selling CSP If Nike stays above 59.5, I gain some if not I get to buy this company at a discount 

$ETHA 20260327 14.5 PUT$ Selling some CSP. I am bullish on etherum in the long term so doing this to either get money or buy the counter at $14 after cost on expiry 

$JD-SW(09618)$ $JD-SW(09618)$  Bought the dip, just felt it too cheap, added a lot doesn't change anything on the paper loss .

$ASTS 20260306 102.0 CALL$ Decided to sell covered call options to maximize and milk my overall returns. It skyrocketed after my trade was placed. Shall see how it goes! 

Overall Market Overview Global equity markets extended their selloff as escalating geopolitical tensions in the Middle East triggered risk-off sentiment across regions. Fears of a prolonged conflict and the reported closure of the Strait of Hormuz fueled concerns over energy supply disruptions and inflationary pressures. Investors rotated out of equities amid heightened volatility, pushing major indices sharply lower worldwide. US Markets – Volatility Intensifies US indices endured another turbulent session. The Dow Jones Industrial Average $DJIA(.DJI)$  fell 403.51 points (-0.8%) to 48,501.27, while the S&P 500 $S&P 500(.SPX)$ &nb

Optics Is Now AI's Next Bottleneck: LITE vs. COHR—A Full, Side-by-Side Showdown NVIDIA spent $4 billion yesterday to take stakes in two leading optical-communications players—an effort to pre-book critical upstream capacity for the next-generation AI compute architecture era of “optical interconnect.”  After the announcement, both stocks kept climbing at elevated levels, jumping more than 10%, suggesting the market is repricing “upstream component tightness + long-term volume lock-in.” Securing Lasers, InP, and U.S. Onshore Capacity What NVIDIA is betting on isn't the largest (and lower-barrier) part of today's optics market—optical modules—but rather more upstream, more critical, and geopolitically lower-risk U.S.-based optical source and component capacity, with a focus on lasers an

Broadcom Earnings Preview: All Eyes on the Next AI Test Global AI ASIC giant $Broadcom(AVGO)$   is set to release its FY2026 Q1 earnings report after the closing bell this Wednesday. The market is laser-focused on the volume ramp-up pace for $Alphabet(GOOG)$   TPUs and custom silicon from other hyperscalers, specifically scrutinizing how this mix shift might drag down gross margins. Simultaneously, investors are eagerly awaiting a potential upward revision in the AI order backlog. FY26Q1 Core Financial Indicators – Revenue: Consensus estimates stand at $19.17 billion, representing a 29% year-over-year increase and a 6% quart

🌍 Global Chaos Unleashed: The escalating clash with Iran has slammed markets into a frenzy, with oil prices rocketing higher and stocks clawing back from brutal early dives. Crude's wild ride is fueling inflation fears, but savvy traders are spotting gold in the rubble – energy giants and defense beasts are primed for liftoff while tech titans nurse wounds. Asian bourses extended their skid for a third day, but resilient bulls are betting on a 10% S&P surge by year-end, banking on robust US growth despite the fireworks. Volatility's your playground – buckle up! 🚀 📈 Market Mayhem Breakdown: The Dow tumbled 400 points but slashed a 1,200-point horror show after Trump's Navy escort vow calmed nerves. S&P dipped 0.9%, Nasdaq shed 1%, yet pared steep losses as investors hunted bargains.