To The Moon

3.2T and 6.4T solutions are showing up at ECOC 2026. The next AI bottleneck may be shifting from raw compute to connectivity. As AI clusters scale from thousands to hundreds of thousands of GPUs, one problem is becoming increasingly important: How do you move massive amounts of data between those GPUs fast enough — and without burning too much power? That is exactly why optical interconnects are becoming a bigger part of the AI infrastructure story. At ECOC 2026, Coherent showcased a 3.2T OSFP optical module as well as a 6.4T NPO optical engine designed for next-generation AI scale-up and scale-out networks. The direction is becoming clear: 800G → 1.6T → 3.2T And the upgrade is not just about higher headline speeds. The bigger shift is that optics are moving closer to the chip. As GPU dens

With the Federal Reserve’s September rate hike now underway, there is no turning back once the arrow has left the bow. The tightening cycle is unlikely to end in the near term; it may not reverse until a major economic event emerges—such as a recession or a substantial equity-market decline. Accordingly, trading during this period should become more cautious. Should the pace of tightening accelerate, market volatility is likely to increase as well. Over the weekend, I held an in-person discussion with Tiger users in Hong Kong. Based on my U.S. dollar cycle model, this round of Fed tightening is a landmark event signaling that the dollar cycle has entered a new phase. Given widening interest-rate differentials, we may subsequently face an environment of accelerated U.S. dollar appreciation.

SG Investors Exclusive｜S$3B Money-Laundering Forfeited Assets Credited to National Treasury: FY2026 Full New Grants & Subventions Breakdown】 Singapore’s landmark S$3 billion cross-border money laundering case — the largest in the nation’s history — has entered its critical asset liquidation phase in September 2026. Authorities have seized massive illegal assets including 80+ luxury properties, 47 premium vehicles, and over 1,000 high-end luxury items. All confiscated assets are being auctioned in batches until mid-2027, with all proceeds fully remitted to Singapore’s national Consolidated Fund as official government revenue. Core investor question: What does this S$3B windfall mean for Singapore’s fiscal budget and public spending? As stipulated under Singapore Constitution Articles 14

🇸🇬 My Singapore Portfolio: Simple, Boring… and Designed for Cash Flow When I started looking at my Singapore portfolio, I realised that I did not need to own dozens of stocks. Sometimes, a simple portfolio of companies that I understand can be much easier to manage. My Singapore holdings currently include Keppel, Keppel REIT and OCBC Bank. From my screenshot, my total Singapore market value is around S$4,273, while the portfolio is showing an overall unrealised gain of about S$1,641. That is the important lesson for me: I am not only looking for stocks that can go up quickly. I also want companies that can potentially provide cash flow, dividends and long-term capital growth. 🐶 This is my “cash-boost” mindset. Instead of asking only: “How much can this stock go up?” I also ask: “Can this i