The shortage of high-end glass cloth (specifically a type known as T-glass) has emerged as a critical bottleneck for the global electronics and AI industries, with reports from early 2026 indicating it may last until at least the second half of 2027.   $NVIDIA(NVDA)$   $Apple(AAPL)$   $Grace Fabric Technology Co.,Ltd.(603256)$   ​Why Apple, Qualcomm, and others are concerned: ​1. The Core Problem: A Single-Source Monopoly ​The most advanced glass cloth—essential for high-end chip substrates and printed circuit boards (PCBs)—is produced almost exclusively by one Japanese company, Nitto Boseki (Nittobo).   ​What it doe

That’s savage. $Strategy(MSTR)$   is about to complete its 100th Bitcoin purchase today. From 2020 until now — six straight years — 100 buys, no pauses, no hesitation. Relentless. And yet after all that time? They’re still sitting on a paper loss. Why? Because Michael Saylor believes that by 2045, one Bitcoin could hit $13 million. But here’s the brutal part — I don’t think he even has the option to turn back. If he reverses course now, it could crush the company. The bonds they issued have strike prices far above the current stock price. If investors demand repayment or conversion under pressure, the damage could be massive. So what’s left? Keep the machine running. Issue more bonds. Issue more shares. Raise capital to service inte

Beyond the Hype: The Hidden Protocol Behind the Great Tech Market Crash of 2026 $Adobe(ADBE)$  $Salesforce.com(CRM)$  $ServiceNow(NOW)$  $LegalZoom.com, Inc(LZ)$ $Thomson Reuters(TRI)$ An ordinary Tuesday Anthropic quietly launched a desktop tool called Claude Cowork (often referred to as "Cloud CO work" or similar in some discussions). No press conference. No red carpet. No countdown timer. It just appeared that day. According to estimates from multiple financial media outlets, software stocks lost nearly $285 billion in market value in a single day. Adobe dropped a

🏠 When Buying a House, Take Note… Before committing, check these two things: 🚪 Main door directly facing a window? Energy (and even money 💸) may “flow in and out” too quickly. It also reduces privacy and may cause strong drafts. 🔥 Bedroom next to the kitchen? Heat, noise, and cooking smells can affect rest and sleep quality. Not everything is a deal breaker — but layout matters more than fancy renovation. Choose comfort, privacy, and good energy over just looks. ✨ Buy smart, live better, get richer . 🏡 

$Tiger Brokers(TIGR)$ After all that CNY indulgence, it's time to trade the snacks for laps in the pool! Investing in our health now ensures we have the stamina to chase those big gains in the stock market. Let’s make this Year of the Horse our most profitable and healthiest one @TigerPM  @TigerClub  @Tiger_comments  @TigerStars  @TigerEvents  @TigerObserver   

Great timing on this—$Infleqtion(INFQ)$  literally just started trading on the NYSE (February 17, 2026) following its merger with Churchill Capital Corp X. ​ Unlike the other "pure-play" names that are still mostly in the R&D phase, Infleqtion is hitting the public market with a surprisingly strong revenue base. Here is an updated draft of your post with the latest 2026 data. ​Why I’m Long $INFQ: The "Real Revenue" Quantum Play ​I’ve finally pulled the trigger on a position in Infleqtion ($INFQ). While I’ve been cautious with Quantum names, this isn't your typical "pre-revenue" tech moonshot. Here is the thesis: ​1. Explosive (and Actual)

Higher EP Salaries Won’t Save Singaporean Jobs — Here’s Why 💸 Raising EP & S Pass Salaries to “Protect Singaporeans”? Let’s be real—it doesn’t. PM Lawrence Wong just announced higher salary thresholds: EP (Employment Pass): $5,600 S Pass: $3,300 The stated goal? “Protect Singaporean jobs” and ensure “quality” foreign workers.” But let’s examine what actually happens. If a company genuinely needs foreign talent, will a higher salary threshold stop them? No. They’ll just pay more. Today, many firms are enjoying AI-driven cost savings. Automation, workflow tools, and digital systems reduce headcount and operational costs. The higher salary threshold becomes just another cost line — easily absorbed. And what follows? The cost of hiring more expensive foreign workers is passed down to consu

$MONTAGE TECH(06809)$   $Credo Technology Group Holding Ltd(CRDO)$   $Astera Labs, Inc.(ALAB)$   The latest Nikkei Asia report (3 February 2026) highlights how the AI-fueled global memory supercycle is enabling China's leading domestic memory producers—ChangXin Memory Technologies (CXMT) for DRAM and Yangtze Memory Technologies (YMTC) for NAND flash—to pursue their most aggressive capacity expansions yet, aiming to narrow the gap with market leaders Samsung, SK hynix, Micron, and KIOXIA. CXMT (currently holding ~11.1% of global DRAM capacity per Yole Group, projected to rise to ~13.9% by 2027) is massively expanding in Shanghai, with the

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Muthu boy is sharing a little update on the AI stocks. I’m adding to my position in Montage Technology. Will also share my analysts’ insights with you, okay[Happy]  [Miser]   Muthu boy is now chilling at Paradox Singapore Merchant Court 😌✨ since yesterday.  On February 9, Montage Technology debuted in Hong Kong and surged more than 60% on its first trading day. Priced at the top end (HK$106.89), it opened sharply higher and closed strong amid extreme oversubscription — retail demand reportedly exceeded 700x. That wasn’t just enthusiasm. That was conviction capital chasing AI bandwidth exposure. And that momentum didn’t fade. On the final trading day bef

Wah, went to Chinatown again this CNY season... honestly, the whole place feels so artificial now sia   The lights and that massive golden horse still stunning lah, super photogenic with all the lanterns and horse motifs galloping everywhere But walk further in, everything else just... off.  So many eateries and stalls now run by PRCs – food okay lah, but not the same old-school Singaporean Chinese taste anymore. The classic food street vibe? Gone liao.  No more that authentic bustle of local hawkers slinging traditional treats; feels more like a tourist trap setup.   And don't get me started on those aunties and uncles blasting loud karaoke and singing at full volume in the streets or corners – speaker on max, projector out, every night sia. Irritating can? &

Mainstream Singapore media outlets—like The Straits Times, Mothership.sg, Shin Min Daily News (via reports), Lianhe Zaobao, and others—have consistently highlighted the victims' nationality: the 31-year-old mother and her six-year-old daughter were Indonesian tourists on holiday, with the family including a father and a younger child (around two years old). A Vietnamese eyewitness gave a chillingly detailed account of the accident in her native language. Her testimony was translated into English by a netizen and shared online. She has made it clear that she is ready and willing to testify in court. What happened next is utterly infuriating. The very moment the accident occurred, the Indian female driver stepped out of her car—not with shock, not with guilt, not with concern—but with arroga

​ ​In the halls of power, we are often told of the "great sacrifice" made by individuals like K. Shanmugam—men who supposedly "gave up" millions in the private sector to serve the nation. But when you pull back the curtain, this narrative isn't just a stretch; it’s an insult to the working class. ​1. The "Discounted" Millionaire ​We are told to be grateful that ministers only take 60% of the median income of the top 1,000 earners. ​The Reality: While the average Singaporean worries about the rising cost of living, a "sacrificing" minister pockets over $1.1 million a year. ​The Comparison: Calling a million-dollar salary a "sacrifice" is a slap in the face to 99.9% of the population who will never see that kind of wealth in a lifetime. If service is "from the heart," why is the price tag so

$iShares Silver Trust(SLV)$   $ProShares Ultra Silver(AGQ)$   $Sprott Physical Silver Trust(PSLV)$   Welcome to Muthu Boy Prata Shop ☕🫓 I’m breaking down my silver analysis the simple way—big global picture first, then the China/SHFE drama, COMEX delivery pressure in March, why CME margin hikes can only do so much, defensive tool loosing steam and the real risks at the end. Chinese billionaire Bian Ximing (via Zhongcai Futures) built a huge naked short position in silver on the Shanghai Futures Exchange (SHFE)—around 450 tonnes (30,000 contracts).  This exceeded the exchange