Shernice軒嬣 2000
Shernice軒嬣 2000
Muthu Boy’s Prata Picklist
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From Messy Fiber Noodles to Nano-Precision Alignment—Corning Runs the World’s Cleanest Optical Hawker Stall

Ayy, hello boss! Muthu boy here with you.  Come, come, sit down. You want one Egg Prata or Onion Prata?  While I flip the dough, let me tell you about this Corning thing you talking about.  $Corning(GLW)$   Wah, you bring me this one text and Pic very technical, but aiyah, simple only!  Think of it like making the perfect Murtabak, can? Listen ah, people think Corning only make the glass for your iPhone screen. No lah! This one is a whole "AI Glass Platform." It’s like they are not just selling you the egg; they are giving you the whole supplier network for the restaurant!  But today, we look at the main star first: the Glass Bridge. Why Do We Need This Glass Bridge? You see, last time, inside the computer CPU, th
From Messy Fiber Noodles to Nano-Precision Alignment—Corning Runs the World’s Cleanest Optical Hawker Stall

My Boss Said "Let's Queue." I Chose Life Instead. 😅

NDP ticket queue opens at 10:30am, but people were already queueing at Marina Square two hours earlier. 😂 My "boss" wanted to join the queue. I told him jokingly , "If you drag me there that early, it'll kill me!" 😅 I'd rather skip all shows  with a nice hotel stay than spend hours in a queue. Singapore sometimes feels like a  hotel—multiracial guests, efficient billing, premium prices, excellent monitoring... 😂 I'm just not sure if I'm an owner or a long-term guest. So I'll leave the NDP queue to others and celebrate my rest day instead. 🎂🏨🇸🇬
My Boss Said "Let's Queue." I Chose Life Instead. 😅

Don't Buy Nokia Because of Trump—Buy It for AI Photonics

While the crowd is frenzy-buying because Trump named the company, the truly smart money is quietly pouring cold water on the hype. To understand the real game being played, we start with the number screaming from every headline: the $30 million investment. To everyday people, $30 million sounds enormous. A major corporation pouring money into advanced semiconductors? Must be huge, right? But professional investors don’t look at absolute dollars. They look at relative scale. Simple math: Nokia’s current market capitalization sits at roughly $78 billion. That hyped $30 million expansion — the one Trump and Pennsylvania Governor Josh Shapiro turned into a political event — represents just 0.04% of Nokia’s total value. 0.04%. That’s smaller than a rounding error. It’s not even a meaningful fra
Don't Buy Nokia Because of Trump—Buy It for AI Photonics

🚨 ServiceNow Stock is DOWN BAD — Is This the Ultimate AI Buy Dip? 🔥

ServiceNow  has crashed hard from its peak. $ServiceNow(NOW)$   Year-to-date it's down around 40% at one point. Right now it's trading at ~$98 per share (as of June 26-27, 2026), with a trailing P/E around 55-58x. Everyone's scared of AI hype fading... but what if this is the bargain of the year? I just went through their latest Investor Day and updates. Here's the quick, no-BS breakdown: 🔥 What's New with ServiceNow (The AI Shift is Real) From "Workflows" to "System of Action": They started with IT ticketing (laptop broken? → ticket → fixed). Now they're becoming the operating system for AI agents. Think guardrails + control tower so AI doesn't go rogue and delete your whole database 💀 New Products Dropping
🚨 ServiceNow Stock is DOWN BAD — Is This the Ultimate AI Buy Dip? 🔥

Micron CBO just roasted Apple. 🍿

🚨APPLE AND MICRON GO HEAD TO HEAD IN AN ALL-OUT PUBLIC CLASH Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes.  Micron's Chief Business Officer Sadana fired back, telling the WSJ that "certain customers" forced memory prices to rock-bottom levels during the last market downturn, preventing the Micron from investing as profits collapsed. Without naming Apple directly, Micron executive says those aggressive pricing demands starved the industry of investment, forcing today's global memory shortage and the very price hikes now hitting consumers. For 10+ years: 🧠 $Micron Technology(MU)$   sold $Apple(AAPL)$ 
Micron CBO just roasted Apple. 🍿

Muthu Boy's Property Lesson 🤡🏡

Me: "Pay property tax early... settle liao for the whole year." 😌 IRAS: "We've revised your property's Annual Value." Me: "Wait... got Season Pass ah? Already paid still need top-up?" 🤣💸 I'm not flipping the property. I'm not selling. I'm just guai guai living in it... But every year the value seems to level up. 😂 Then Muthu Boy starts wondering... Government: "Need more tax revenue." Me: "For what? CDC vouchers? More subsidies? More grants for BTO and Healthcare ? Every year got new expenses... every year my property tax also gets an upgrade." 🤡💸 Owning property in Singapore: You don't even need to renovate... Your tax bill upgrades itself. 🏡💰🤣
Muthu Boy's Property Lesson 🤡🏡

Muthu Boy Prata Seller – Capital Markets Special Report (Hot Plate Edition 🫓📊)

“Sir, economy like my prata — flip here, burn there, still must serve hot.” 🧠 Global Macro – Muthu Boy View Yesterday US GDP come out like extra crispy prata: 2.1% growth, better than expected. Muthu boy say: “Economy grow lah… but inside still raw onion — consumer spending actually drop. Only AI makan everything.” Business investment shooting up like order queue at 2am mamak stall — all because of AI chips. But household spending weak. Translation: Companies eat buffet, people eat kosong prata. 💸 Inflation – The “Spicy Curry Shock” PCE inflation now: 0.4% MoM (slightly cool) 4.1% YoY (still burning mouth) Main spice comes from: Software + computers: +15% Electronic components: +27% Muthu boy verdict: “Not real food inflation lah. This one is like pricing your teh tarik based on gold price
Muthu Boy Prata Seller – Capital Markets Special Report (Hot Plate Edition 🫓📊)

Fear Peaks, Opportunity Begins? Why I'm Buying PLTR

Michael Burry has covered half of his Palantir short. Read that again. $Palantir Technologies Inc.(PLTR)$   The man who made billions betting against the market is no longer fully bearish. Yes, he posted "rock rock til you drop" and highlighted a technical breakdown. But actions speak louder than tweets—he's already reduced his short exposure. Palantir has been dragged down in the broad AI and software selloff, trading near its 52-week lows. That's when fear is highest—and when long-term investors should start paying attention. The business hasn't stopped winning government contracts. Commercial AI adoption is still growing. The long-term AI story hasn't changed. When everyone is running for the exit, smart mone
Fear Peaks, Opportunity Begins? Why I'm Buying PLTR

A New Chapter for AI's Memory King: SK Hynix Heads to Nasdaq

SK Hynix ADRs are scheduled to list on Nasdaq on July 10. $Micron Technology(MU)$   $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   $Corgi SK hynix 2x Daily ETF(SK)$   The global AI race may be getting another major catalyst. South Korean memory giant SK Hynix is reportedly preparing to list its American Depositary Receipts (ADRs) on Nasdaq on July 10, a move that could significantly increase its visibility among U.S. investors and place it directly in front of the world's largest pool of AI-focused capital. The timing is notable. SK Hynix has emerged as one of the biggest winners of the AI boom, becoming the domin
A New Chapter for AI's Memory King: SK Hynix Heads to Nasdaq
$Wendy's(WEN)$ GameStop 2.0 loading... Muthu boy is suddenly craving Wendy's.  Problem is, Wendy's has vanished from Singapore. The last time he had it was more than 10 years ago at NEX when he was still a kid. Some memories—and cravings—never fade." 🍔😂

🚨 ⚠️ SCAM ALERT: Fake Guru Ring on Tiger Brokers ⚠️ 🚨

​Please watch out if you use the Tiger Brokers community feed ("Trade Feed")! There is a coordinated scammer ring operating right now trying to trap retail investors. ​Here is exactly how they operate so you don't get caught: ​🔹 The Bait: A fake account posts a sophisticated-looking stock analysis using heavy market jargon (e.g., tagging NVIDIA) to look legit and catch your attention. 🔹 The "Ghost" Comments: A whole string of fake accounts will immediately comment, talking to themselves and pretending to be everyday traders. They will all praise a specific "mentor" or "guru" (e.g., naming a Telegram handle like @Owenmoshey). 🔹 The Trap: They pretend to ask each other how to join, then drop a Telegram link/username to funnel you out of the broker app. ​Once they get you onto Telegram, that'
🚨 ⚠️ SCAM ALERT: Fake Guru Ring on Tiger Brokers ⚠️ 🚨

Is Loyalty a Luxury? Why Staying at Your Job Could Cost You $105,000.

Two employees start at $50K. 20 years later, the loyal one makes $90K—but the job-hopper walks away with $195K. Here is the exact timeline early-career professionals are using to outpace inflation.
Is Loyalty a Luxury? Why Staying at Your Job Could Cost You $105,000.

The Breakout: JNTC’s Twin Engines of Disruption

On Friday, the trading floors watched shares of JNTC (204270.KQ) lock at limit up. The catalyst wasn’t just a single piece of good news; it was the simultaneous alignment of two massive, multi-billion-dollar tech migrations: the semiconductor industry’s desperate pivot to Glass Substrates, and the hard disk drive (HDD) industry’s transition to HAMR (Heat-Assisted Magnetic Recording). Stock price US$13.64 Here is the detailed breakdown of the catalysts driving JNTC's sudden valuation surge. Engine 1: The Glass Substrate Revolution (TGV) As artificial intelligence chips outgrow traditional organic (FR4/flip-chip ball grid array) substrates, the semiconductor industry is moving toward glass. Glass offers superior flatness, thermal stability, and allows for much tighter interconnect densities
The Breakout: JNTC’s Twin Engines of Disruption

This Semiconductor Company Sacrificing Profits to Build the Future

A friend shared AUROS Technology (KOSDAQ: 322310) with me, so I decided to do my own research. Stock price approximately USD$20 equivalent.  The first thing that caught my attention wasn't the profits. It was the losses. Most investors run when they see a company losing money. I start asking why. AUROS generated around ₩42 billion in revenue with gross margins close to 50%, which tells me the core business is real. Customers are buying their semiconductor metrology and inspection tools, and those products have pricing power. Yet the company is losing money. Why? Because management is spending aggressively on R&D. They're sacrificing today's profits to build tomorrow's technology. In a world where AI, HBM memory, advanced packaging, and next-generation semiconductors are becoming m
This Semiconductor Company Sacrificing Profits to Build the Future

⚡ The Power Shock Thesis: “Rubin Broke the Grid Model”

$NVIDIA(NVDA)$   Rubin isn’t just another GPU jump. It quietly breaks a core assumption of the energy system: Compute demand used to scale linearly. Now it scales like a power plant. 1️⃣ NVIDIA Rubin → Extreme Power Density Rubin-class AI clusters push: Higher watts per rack Higher sustained utilization Ultra-dense training + inference workloads This shifts AI infrastructure from IT equipment into: industrial-scale electricity consumption systems 2️⃣ Data Centers → Electricity Demand Explosion With hyperscalers scaling Rubin-era clusters: AI training becomes continuous, not cyclical Inference becomes always-on base load Mega data centers behave like cities Result: Data centers stop being “large customers” T
⚡ The Power Shock Thesis: “Rubin Broke the Grid Model”

Bullish on AI, Bearish on Gold and Crypto: My 2026 Market Outlook

I feel the U.S. dollar will strengthen as the U.S. economy continues to perform well. Inflation could remain subdued if additional oil supply from Venezuela and Iran returns to global markets. With the U.S. also becoming a major exporter of oil and natural gas, a stronger energy position may further support the dollar. In addition, record profits and massive capital spending by U.S. AI companies, coupled with a relatively low unemployment rate and the absence of quantitative easing (QE), provide further support for the U.S. economy and the dollar. AI investment is increasingly becoming a major driver of economic growth and corporate earnings. My view is that the U.S. dollar will rise while Treasury yields gradually decline. The Federal Reserve may eventually lower interest rates (my own op
Bullish on AI, Bearish on Gold and Crypto: My 2026 Market Outlook

🔥 MARKET REGIME SHIFT: The Warsh Era is Here 🔥

The era of the "Fed Put" and easy money lifting all boats is officially OVER. We are entering a brand new market reality. Market Tantrum ➔ Fed "Pleases" the Market ➔ Excess Liquidity (QE) ➔ Runaway Inflation ➔ Asset Bubble ➔ Forced Aggressive Hikes ➔ Bubble Bursts 💥 When a Fed Chair constantly moves to please the market by pumping liquidity (free money) at the first sign of trouble, it creates a dangerous chain reaction.  Under the old way of doing things, when the Fed pleased the market, it caused all stocks to rise indiscriminately. That wasn't because the companies were suddenly more productive or profitable—it was just massive inflation inflating asset prices. It was a "rising tide" made of paper money. Warsh’s refusal to spoon-feed Wall Street means a stock won’t rise just becaus
🔥 MARKET REGIME SHIFT: The Warsh Era is Here 🔥

Silicon vs. Solidarity: Inside Samsung’s 2030 "Unmanned Fab" Blueprint

​Samsung Electronics $Samsung Electronics Co., Ltd.(SSNLF)$   is accelerating a massive strategic shift, aiming to transition its semiconductor manufacturing facilities into 100% automated, "lights-out" factories completely free of human labor by 2030. ​While the company publicly frames the transition around manufacturing precision and resolving severe regional labor shortages, industry analysts point to a deeper structural motive: breaking the leverage of its increasingly aggressive labor unions following a series of highly disruptive, costly wage and bonus disputes in early 2026. ​The Catalysts: A Bitter Bonus War ​The momentum for the "no-worker" fab dramatically intensified after unprecedented labor friction within Samsung’s Device
Silicon vs. Solidarity: Inside Samsung’s 2030 "Unmanned Fab" Blueprint

China’s Optical Module Kings Feast While Others Sip Soup: The 800G+ AI Revolution

$Zhongji Innolight Co.,Ltd.(300308)$   $Eoptolink Technology Inc.,Ltd.(300502)$   $Yuanjie Semiconductor Technology Co.,Ltd.(688498)$   $Suzhou Tfc Optical Communication Co.,Ltd.(300394)$   $Luxshare Precision Industry Co.,Ltd.(002475)$   This USB drive-like device has become a leader in the capital markets, driving the ChiNext Index to a new high in nearly eleven years and pulling the main stage of AI computing power hardware back to China. In 2025, among the global top ten optical module vendors, seven are Chinese companies. For high-speed op
China’s Optical Module Kings Feast While Others Sip Soup: The 800G+ AI Revolution

Fluence Could Announce First Hyperscaler Order Within Weeks

Eh boss, if America and Iran really stop fighting, oil price come down. Oil come down, inflation cool down. Inflation cool down, Fed no need keep interest high. When interest come down, utility companies can borrow cheaper money to build battery farms. More battery farms means more tenders for Fluence. So for $Fluence Energy, Inc.(FLNC)$  ,  peace in Middle East → lower oil → lower inflation → lower rates → more energy storage projects. Now market waiting for the June 17 Fed meeting. If Fed starts talking more about future inflation instead of old inflation data, growth stocks like Fluence may get another boost. But end of the day, Fluence still must show profits and win projects. Prata dough can be good, but still need to cook the prata
Fluence Could Announce First Hyperscaler Order Within Weeks

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