🌟🌟🌟 $Rocket Lab USA, Inc.(RKLB)$ is no longer just a launch company.  With over 60% of its business now driven by its high margin Space Systems division, it manufactures the critical reaction wheels, star trackers, flight software and solar panels that other satellite builders and the US Space Force absolutely require. Rocket Lab's record breaking Q1 business shows that its total contract backlog has more than doubled YoY surging past USD 2.2 billion. While Rocket Lab is undoubtedly a world class space infrastructure company, it is currently a highly overstretched momentum trade. I would wait for the post earnings adrenaline to cool before I buy the SanDisk of Space. @Tiger_comments

Cerebras Systems Shakes The AI Kingdom  🌟🌟🌟The tectonic plates of the technology sector has just shifted with the official public debut of $Cerebras Systems Inc.(CBRS)$ on May 14 2026.  Cerebras is a pure play AI chipmaker which could be a big rival to NVIDIA. This wasn't a standard IPO.   It was an institutional stampede.  Its performance has sent shockwaves through Silicon Valley, proving that Wall Street's insatiable hunger for AI infrastructure has entered a dramatic new paradigm. Cerebras' Historic IPO Performance  The numbers surrounding Cerebras debut are staggering, resulting in one of the most explosive public openings in the history of the semiconductor industry. The Unprecedented Pricing: Having initi

🌟🌟🌟 $SIA(C6L.SI)$ has just announced its highly anticipated full year results on 14 May 2026.  While the passenger volumes has hit a historic peak, SIA's net profit dropped by 57% to SGD 1.18 billion.  The market has instantly punished the stock, dragging it down its 52 week low to close at SGD 6.27. What happened?  SIA copped a massive SGD 945.2 milion share of losses from its 25.1% stake in Air India and the absence of last year's one off SGD 1.1 billion accounting gain. On top of that SIA suffered from the brutal impact of high jet fuel price hike due to the Iran War. On the bright side, SIA declared a total full year dividend of SGD 0.37 per share including a surprise special final dividend.  This represents a nice juicy

🌟🌟🌟What an amazing turnaround for $AEM SGD(AWX.SI)$ !    When I bought AEM at SGD 4.144, I saw it cratered into SGD 1.19 abyss but I held on.  That was when I was caught in the painful tail end of inventory correction that plagued AEM's key customer Intel. Fast forward to today and AEM has skyrocketed to SGD 9.91, a stunning 18.68% in just 1 day! This sudden vertical explosion in the chart was triggered by their recent Q1 26 update.  AEM's net profits quadrupled - up 329%, proving that it is now capturing massive wallet share from global fabless AI giants like NVIDIA and AMD. When I bought AEM, I believe in its sound business fundamentals and now it has proven that it can survive a brutal cyclical downturn and emerged

🌟🌟🌟Bull vs Bear - This is the perrennial tug of war.  If everyone agrees on the same future, the market would stop moving.  It is the friction between the absolute certainty of the Bulls vs the deep suspicion of the Bears that creates the daily price action we trade. But what I believe is that the markets will always go up long term especially index ETFs like $SPDR S&P 500 ETF Trust(SPY)$ and $Vanguard S&P 500 ETF(VOO)$ .  It is essentially a bet on human progress, compounding corporate earnings and global productivity. That is why I have commited to a Dollar Cost Averaging strategy or DCA so that I do not have to stay up all night wondering if Michael Burry is betting the market w

Trump's China Visit: Which Trading Opportunities to Watch With 16 US CEOs In China? 🌟🌟🌟The geopolitical chess board has just turned into a high stakes gambit with 16 elite American CEOs in tow on Trump's visit to China.  The message is as subtle as a sledgehammer.  America is open for business. Top Trading Opportunities To Watch  $Apple(AAPL)$  Tim Cook is the ultimate corporate diplomat, having spent a decade turning China into Apple's indispensable manufacturing fortress. The Objectives: Tim Cook needs to protect the massive Zhengzhou iPhone City production hubs from retaliatory Chinese tariffs, while at the same time defending Apple's Chinese consumer market share.  He is also quietly pushing f

🌟🌟The global tech landscape has just shifted on its axis with Jensen Huang, a last minute passenger on Air Force One. The real art of the deal is now being written in leather jackets. $NVIDIA(NVDA)$ 's Chinese market share has collapsed from 95% to near zero over the last 2 years due to US export restrictions. The big question is: will there be an AI export relaxation now? I am not holding my breath on US transfering its top tier AI technology. But I expect there maybe a compromise unblocking the H200 generation chips. A win here would be allowing NVIDIA to export older tier chips in exchange for relaxation of rare earth exports to the US. How will NVIDIA perform? Bull Case: Even a minor breakthrough to allow shipping of custom compliant chips w

The New Space Race: Rocket Lab, Intuitive Machines & AST SpaceMobile - Which Is A Good Buy? 🌟🌟🌟The New Space Era is driven by software, AI, micro chips and cloud like data networks.  It represents a shift from the Old Space Era which was defined by governments, massive steel rockets and heavy military defence contractors.  Welcome to "Silicon Skies".  The air is electric but it is no longer just a shared dream.    As of May 2026, we are witnessing a tectonic shift in the orbital economy. The choice isn't just about picking a stock. It is about choosing your role in the USD 2 Trillion Space Industrial Revolution as the SpaceX IPO coronation nears. Rocket Lab, Intuitive Machines and AST SpaceMobile: which stock is a good buy? Rocket Lab: The Blue Chip Infrastruct

SpaceX IPO and 3  ETFs to consider: DXYZ, ROKT & ARKX 🌟🌟🌟For decades we have looked at the stars as a distant dream but with the SpaceX IPO ready to be launched in June 2026, that dream is becoming a reality.  This isn't just another stock listing.  It is an emotive milestone for mankind, reopening the path to the Moon and Mars. The SpaceX Coronation: A New Industrial Era SpaceX is a much anticipated IPO, set to debut on the Nasdaq as early as June 2026.  This will be  the largest IPO in history. The Valuation:  Reported to be targeting up to USD 2 trillion, fueled by its merger with xAI to build orbital AI data centres. The "Retail" Promise: Elon Musk has indicated up to 30% of the IPO will be allocated to retail investors, offering a historic entry point

🌟🌟🌟For years $MEITU(01357)$ was just a beauty app in everyone's pocket.  It was a tool for the casual selfie.  But now, Meitu is evolving into a high octane AI productivity engine and the market is finally waking up to the transformation. Meitu has recently soared over 30% in just 1 week.  While Big Tech builds the massive LLMs, Meitu owns the highly specialised last mile enhancements for visual content.  This is where the actual money is made. Meitu has hit a record 17.9 million paying subscribers and its AI Annual Recurring Revenue or ARR is growing at 56%.  You are not buying a beauty app anymore.  You are buying a profitable AI agent powerhouse. @Tiger_comment

🌟🌟🌟 $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ captures the momentum of Samsung, which recently reached USD 1 trillion in market cap.  While Samsung was slower to the HBM party, its massive entry into HBM4 for NVIDIA has turn this 2x leveraged product into a freight train. Performance: 7747.HK recently recorded a 25% daily surge.  It also has a high expense ratio of 1.6%. This product is not suitable to buy and hold long term.  Due to volatility drag, holding it even during a sideways market can result in losses even if the stock price does not change. A 10% drop in the underlying stock means a 20% wipeout.  It is impor

🌟🌟If you feel the high returns of Korean ETF like $iShares MSCI South Korea ETF(EWY)$ are not enough, then $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ and $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ is like strapping yourself to a rocket with a daily 2x return.  It is exhilarating, terrifying and strictly for those who can handle the G-force of the AI supercycle. These are not investments for the faint hearted.  They are tactical lightning rods for

The KOSPI 10,000 Coronation: Why Korea Is The New Silicon Frontier.  2 Top Korea ETFs To Consider - EWY and FLKR  🌟🌟🌟The financial world is abuzz and currently fixated on a bold new horizon: KOSPI 10,000.  On May 11 2026, JPMorgan raised its bull case target for South Korea's main index, citing a structural boom in memory cycle and a national governance "Value Up" program that is finally unlocking the true worth of the Korean chaebols.   This isn't just a rally.  It is a tectonic shift in how global capital views South Korea. The Korean Titans: SK Hynix vs Samsung  While the index is the vehicle, SK Hynix and Samsung are the twin engines.  However they offer 2 very different rides: SK Hynix: The AI Pure Play.  SK Hynix is currently the undispute

Alibaba Cloud:  Challenging The Global Giants 🌟🌟🌟Investing in $BABA-W(09988)$  $Alibaba(BABA)$  $Alibaba HK SDR 5to1(HBBD.SI)$ right now feels like standing at the intersection of a proud history and a high tech future.  For years, Alibaba has been synonymous with e-commerce, a digital marketplace that defined modern China.  But the air is shifting. As we approach Alibaba's May 13 2026 earnings report, the question isn't just how much did the people buy but rather how much has Alibaba Cloud grown its market share. There is a quiet thrill in the idea that Alibaba - the