3.09K
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07-20
📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47% 🔻 SOX plunged 4.3% 🔻 TSMC dropped despite reporting an incredible 77% YoY net profit growth 🔻 Memory, storage and semiconductor names were all dragged lower as the VIX jumped nearly 7%. At first glance, it looks like the AI story is breaking. I don’t think that’s what’s happening. Instead, I believe the market is transitioning into Phase 2 of the AI cycle. Phase 1: Buy Anything Related to AI Over the past two years, investors rewarded every company connected to AI infrastructure. GPUs, HBM, foundries, networking, cooling, storage—capital flowed aggressively into the entire ecosystem. Valuations expanded much faster than earnings. Phase 2: Prove
TOPglimmzy: I added yesterday too. Semi bulls get 10-20% washouts all the time
599
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07-17
$OCBC Bank(O39.SI)$ Ay iyaiyai, wheres my Samurai?
2.52K
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07-17
$NFLX 20261120 110.0 CALL$ TP Liao...no need to wait till Nov to close this trade[Cool]
2.00K
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07-18
$NVIDIA(NVDA)$ Another shorty week. Shorter always take opportunity when new war starts. Beware. When did market forget about company fundamentals. A very sad week.
2.38K
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07-18
$NVIDIA(NVDA)$ my attempt at trading as a.newbie
2.70K
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07-19
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ closed at $135/share. 5 lots of $SOXL 20260717 140.0 PUT$ got assigned. Immediate loss of $5/share x 500 = $2500. However, premium for put was $5k. Still pocketed half plus now I own 500 shares at a good price. Win win!
TOPI sold SOXL puts too, this setup still feels like free theta
3.67K
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07-19
Short $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for months. Got smoked into $280. Sat short and sold puts on it to monetize vol while I waited. Bought it back into last week’s selloff.
862
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07-20
$Bank of America(BAC)$ one of my biggest profits
754
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07-20
$BlackBerry(BB)$ suffered big loss, hope it will recover. It's a good stock
748
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07-20
$BB 20280121 5.0 CALL$ tank alot for the past week, continue to believe it
1.81K
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07-20
$DBS(D05.SI)$ 1 of the best blue chip stock. I will buy more when it drop abit
1.32K
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07-20
$Advanced Micro Devices(AMD)$ oh no!!!! Below $500!! Over?!
1.77K
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07-20
$Taiwan Semiconductor Manufacturing(TSM)$ the news of China ai Kimi might cause tsmc to drop a lot. Oh no!
599
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07-20
$Advanced Micro Devices(AMD)$ lets win more for this week
3.24K
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07-20
$UnitedHealth(UNH)$ the biggest position in my portfoli (40+%) and also my best performance stock in terms of $$$[Cool]
1.91K
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07-20
$Meta Platforms, Inc.(META)$ continue to stack up looking to break 700 and long term to 800!!
14.55K
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07-20
Tesla Q2 Preview: Strong Deliveries, Heavy Spending, Flying SpaceX
Key Takeaways Q2 deliveries rose 34% QoQ to 480,126 vehicles. Deliveries exceeded production by 28,368 units, helping reduce inventory. Revenue may rise 23% QoQ, while gross margin may fall to 19.5%. Energy storage deployment jumped 53% QoQ to 13.5GWh. Q2 free cash flow may fall to negative US$3.25 billion. Capex may reach US$6.70 billion, equal to 24% of revenue. Robotaxi, FSD and Optimus still need clearer operating data. Terafab may support Tesla’s chip supply, but could add funding pressure. TSLA still trades at about 305 times 2026 GAAP earnings. $Tesla Motors(TSLA)$ will report its Q2 2026 results after market close on 22 July.$Direxion Daily TSLA Bull 2X Shares(TSLL)$
1.14K
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07-20
$SGX(S68.SI)$ Still holding well through the uncertainty market!
3.04K
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07-20
$Frencken(E28.SI)$ time for uptrend to resume after World Cup... back to earnings
TOPSeems like going down until damn jialat hahaha oh man
2.45K
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07-20
$Palantir Technologies Inc.(PLTR)$ if you pick the right one and sit back to relax.