Is Microsoft Still A Buy? $Microsoft(MSFT)$  has experienced a sharp correction, falling roughly 31% from its October 2025 all time high of USD 538.66 down to USD 368.57.  This correction has brought Microsoft's valuation down to a remarkably cheap 21.9x P/E ratio, discounting it below the historical S&P500 average. What happened? The primary cause of the decline is an air pocket of anxiety over massive capital expenditures as Microsoft plans to spend USD 190 billion on AI infrastructure in 2026. However institutional sentiment has recently changed  as high profile investors like Michael Burry of Big Short Fame have taken major long positions on the stock.  Deutsche Bank has reaffirmed a Buy r

🌟🌟🌟I invest in $Vanguard Total World Stock ETF(VT)$ because it is the closest thing to "Owning the World" for under USD 200.  VT offers me better growth opportunities, better value and a lack of tech concentration.  VT is my diversified anchor with over 10,000 stocks in 1 powerful ETF. VT is my global compass that aligns with my  long term philosophy of wisdom over noise.   @Tiger_comments  @TigerStars  @Tiger_SG  

🌟RESILIENCE is one word I would use to describe my 1H26 - the kind that is fortified by conviction & sometimes tested by the markets to see if I would flinch. This was the half year where $Alphabet(GOOG)$ reminded me that tech isn't just about hype. It is about foundations.  Quiet strength, steady innovation & the kind of long game discipline that makes me stay invested. $NVIDIA(NVDA)$ reminds me why I invest in the company as it continues its global domination in AI chips. While the AI giants dance, Singapore's Big 3 banks - $DBS(D05.SI)$

Alphabet's Recent Drop Isn't A Warning Sign.  It Is A Window of Opportunity 🌟🌟🌟 A temporary pullback in $Alphabet(GOOG)$  $Alphabet(GOOGL)$  often reflects short term sentiments, not long term value.  Alphabet's long term value is built on something far more durable than a single market dip. Why? Alphabet has a full stack AI ecosystem that no other company can replicate - Gemini, TPUs, Search, YouTube, Android, Chrome, Maps, all working together to give maximum synergy. It also has recurring global revenue streams that don't vanish because of one bad headline. With a fortress balance sheet with over USD 100 billion in cash,

🌟🌟🌟 I invest in$SPDR Portfolio S&P 500 ETF(SPYM)$ because it gives me the full strength of America's economic engine at an ultra low expense ratio of just 0.02%, letting innovation, productivity and time do the heavy lifting.  While headlines may swing from fear to euphoria, SPYM just keeps compounding quietly in the background.  It is my anchor - stable, disciplined and built for decades, not days. @Tiger_SG  @Tiger_comments  @TigerStars  

🌟🌟🌟 I invest in $AEM SGD(AWX.SI)$ because it is one of Singapore's best AI Stocks.  AEM sits in the part of the AI world most people never see: the testing, validation and precision engineering that ensures every advanced chip - from AI accelerators to high performance processors - actually works. Because Singapore's AI ambition needs strong reliable engineering partners, AEM is one of the few homegrown companies positioned right at that intersection of semiconductors, advanced testing and AI driven demand.  I invest in AEM because it represents the kind of Singapore company I believe in: disciplined, innovative, globally relevant and quietly essential to the future. @Tiger_SG </

Following its blockbuster Fiscal Q3 2026 earnings, $Micron Technology(MU)$ has surged a breathtaking 15% in a single session.  Micron is no longer just a memory stock.  It has become an essential sovereign gatekeeper of the AI infrastructure supercycle. Is Micron Overpriced or a Buy? Bears scream that the stock is a textbook bubble.  Bulls argue that the transformation of Micron centers on the reality that AI accelerators cannot function without massive amounts of premium data center memory. The undeniable truth is that Micron is sold out on its HBM in 2026 and 2027 orders are already heavily booked. Micron has phenomenal earnings power as shown in its recent earnings report when its revenue quadrupled YoY to a record USD 41.46 bill

I am currently invested in $NVIDIA(NVDA)$ .  Despite a volatile late June market shakeout, the fundamental growth trajectory for Nvidia remains intact. Nvidia represents an infrastructure monopoly, not a speculative narrative.  Tech hyperscalers need Nvidia's architecture to run next gen model.  NVIDIA's Blackwell platform is seeing robust demand while next generation Vera Rubin platform is scheduled to begin shipments in Q3, keeping Nvidia ahead of its competitors. In Q1 26 alone, Nvidia generated USD 81.6 billion in revenue.  This is a massive 85% year on year surge.  Its adjusted net income skyrocketed 139% to USD 45.5 billion. Nvidia has also rewarded me with increased dividend from just 0.01 per share to 0.25 per sh

🌟🌟🌟 Masayoshi Son has consolidated SoftBank into a singular aggressive USD 1 trillion bet on Artificial Superintelligence or ASI. Son outlined a unified strategy built on 4 core pillars: AI models, AI chips, Infrastructure and Physical Robotics. SoftBank holds a 13% equity stake in OpenAI.  Its AI chips investment is anchored in $ARM Holdings(ARM)$ . SoftBank plans to initiate an IPO for Roze in 2H 2026.  Roze is a consolidation of automation, energy & robotics. Exciting times are ahead for SoftBank. @Tiger_comments @Tiger_SG @TigerStars

🌟🌟🌟Masayoshi Son's remarks on SpaceX is grounded in reality.  He said that the heavily touted advantage of free solar power in space is a financial illusion. According to Son, electricity represents only 7% of AI data centre operating costs while the remaining 93% is dominated by expensive hardware like AI chips. For Son, the massive premiums required for rocket launches, mechanical maintenance in a vacuum and latency delays completely wipe out any nominal power savings. Son believes the AI war will be decided on Earth over the next few years, rendering decade long space based moonshots a costly distraction. @Tiger_comments @Tiger_SG

🌟🌟 I ticked 15 squares.  H1 2026 was a roller coaster I did not sign for but rode anyway.  Bought an AI stock? Yes with confidence & optimism. Bought the dip?  Of course.  Then it dipped again & again. Held through the crash? Absolutely.  I held so hard that my portfolio & I trauma bonded. Watched SpaceX?  Yes I watched it fly without me but it has since crashed into Earth. Made money on chips? Yes finally a win.  Semiconductors were like a loyal friend who says don't worry I got you. Added stocks to watch list?  Too many. My watch list is like a crowded warehouse that is bursting at the seams. Regretted not buying? Daily, hourly. Followed Nvidia like a devoted friend?  Yes every day, every chart, every whisper. Learned a lesson?&nb

🌟🌟 Gold isn't falling because it suddenly became unpopular.  It is falling because when the Fed flexes its muscles, the US Dollar gets stronger.  Investors temporarily rotate into bonds because the yields look juicy.  Gold does not pay interest, so it gets sidelined. But let's be real.  Governments print money like it is a hobby.  Inflation may cool but it never disappears.  Trade tensions, sanctions & geopolitical risks are not going away.  They are multiplying. Gold is the asset you hold when you believe the world will eventually remember that Paper money is a promise and Gold is real. That is why I continue to hold $iShares Gold Trust(IAU)$ as it has a lower expense ratio of 0.25% compared to

The Memory Monopoly: How Micron, SK Hynix & Samsung are Powering DRAM ETF's Surge  🌟🌟🌟The historic post earnings explosion from $Micron Technology(MU)$  has proven that the artificial intelligence hardware supercycle is far from over.  However for investors looking to capture this multi year trend, buying $Roundhill Memory ETF(DRAM)$ offers a better investment than picking individual stocks. DRAM ETF seeks to offer a precise basket of the best global memory chip companies in just 1 powerful trade.  In fact, DRAM is the first ever memory stock ETF. DRAM has cemented its status as the most explosive record breaking fund launch in Wall Street history