I see short-term risk in chasing memory stocks after sharp spikes, but this is a structural re-pricing, not just momentum. NVIDIA $NVIDIA(NVDA)$ bringing NAND into AI inference changes storage from a backend cost into a core AI bottleneck. I wouldn’t chase highs aggressively, but I don’t think this is a quick “sell the news” move either. Between the names, I prefer Micron $Micron Technology(MU)$ . It sits at the center of HBM tightness, DRAM pricing power, and NAND’s role upgrade, while SanDisk $SanDisk Corp.(SNDK)$ and Western Digital $

I remain bullish on Tesla's $Tesla Motors(TSLA)$  Full Self-Driving (FSD) and see the recent noise around NVIDIA's $NVIDIA(NVDA)$   Thor platform more as hype than a real threat. While Thor looks impressive on paper and CES showcased strong partnerships with Lucid $Lucid Group Inc(LCID)$  , Mercedes-Benz, and BYD $Byd Company Limited(002594)$  , the reality is that self-driving is not just about raw compute power or flashy demos. The hardest part is handling those rare, extreme edge cases — the last 1% of autonomy — and tha

As a Tiger, I really enjoy being part of this co-creation journey again. Last year’s Dream Edition set a high bar, and this year’s lineup feels even more intentional. After reviewing all the options, my personal vote goes to Tiger Gold Desk Pal – Style B: Tiger’s Gold Hug. It stood out immediately as something meaningful, not just another desk accessory. The Tiger’s Gold Hug reflects what long-term investing is truly about. Markets can be volatile and noisy, and having a calm presence on the desk is a constant reminder to stay patient, disciplined, and focused on the bigger picture. It represents confidence through cycles and staying grounded instead of chasing short-term hype. If I could add one idea, it would be a limited edition with a subtle engraved phrase like “Trust the Process” at

U.S. markets pushed higher, but my focus today is on memory stocks like Micron $Micron Technology(MU)$ , SanDisk $SanDisk Corp.(SNDK)$ , $Seagate Technology PLC(STX)$ and Western Digital $Western Digital(WDC)$ , which clearly outperformed. SanDisk jumped over 27% to a new all-time high, while Micron rose about 10%, lifting its market cap above $380 billion. Western Digital and Seagate also posted strong double-digit gains. This strength goes beyond short-term momentum. AI infrastructure demand is tightening supply across DRAM and NAND,

From my point of view, the recent rebound in gold and silver is not just a short-term reaction, but a reflection of deeper structural forces at work. Persistent fiscal deficits, rising geopolitical uncertainty, and the gradual erosion of trust in fiat currencies continue to strengthen the long-term case for precious metals as a store of value. In that context, Bank of America's $5,000 gold call no longer sounds as extreme as it once did. That said, I think it's important to separate long-term potential from short-term price behavior. Gold and silver rarely move in straight lines. Even within a powerful secular bull market, sharp pullbacks and long consolidation phases are normal, especially when positioning becomes crowded or real yields temporarily move against them. Silver, in particular

From my perspective, the recent rally in memory and storage stocks already reflects most of the good news the market has been talking about. The surge in names like SanDisk $SanDisk Corp.(SNDK)$  , Micron $Micron Technology(MU)$  , Western Digital $Western Digital(WDC)$  , and Seagate $Seagate Technology PLC(STX)$   clearly shows that investors are buying into the AI-driven data demand and the improving pricing narrative. However, when stocks move this fast in such a short period, expectations also rise very

For me, CES 2026 boils down to Rubin, Physical AI, and Power. Rubin confirms that AI is now about system-level efficiency, where NVIDIA $NVIDIA(NVDA)$ still leads. Physical AI—autonomous driving and robotics—is the next growth layer, and energy, especially nuclear, is becoming long-term infrastructure rather than a short-term trade. In positioning, NVIDIA remains my core holding, but I’m not ignoring the second-order plays. Robotics is where expectations are still forming, and Qualcomm’s $Qualcomm(QCOM)$ full-stack push stands out as a possible re-rating catalyst as embodied AI scales. On Tesla

$DBS(D05.SI)$ $ocbc bank(O39.SI)$ hitting all-time highs together isn’t just about dividends anymore — to me, it reflects earnings resilience and a clear return of local capital to familiar, high-quality names. In a volatile global backdrop, that kind of certainty matters. I’m still holding tight on both DBS and OCBC. DBS remains my core banking position, and the April 2025 pullback only strengthened my conviction in its long-term trend. OCBC breaking above $20 feels more like a psychological unlock than a peak, with the market clearly looking past near-term noise and pricing in forward earnings momentum. UOB could be next, but it likely needs a clearer catalyst to re-rate. Even if 2026 brings gra

From my point of view, Tesla's 3% jump following the CPCA data reinforces how critical China remains to Tesla's growth narrative. Deliveries approaching 100,000 units in a single month, alongside double-digit year-on-year growth, signal that Tesla is still highly competitive despite an increasingly crowded EV market. In an environment where many EV makers are struggling with demand and pricing pressure, this level of volume resilience stands out. What I find particularly encouraging is that this growth comes amid intense local competition and ongoing price wars. Tesla's ability to grow deliveries while maintaining brand strength suggests its cost structure, manufacturing efficiency, and pricing strategy are still effective in China. The Shanghai Gigafactory continues to be a strategic asse

From my perspective, Nvidia's pullback after CES says more about market expectations and positioning than about the substance of what was announced. CES has become a stage where investors already expect Nvidia to impress, so even genuinely meaningful innovations don't always translate into immediate stock gains. When a stock opens strong and then closes slightly down, it often reflects profit-taking after a run-up rather than a loss of confidence in the company's long-term trajectory. Looking at the CES highlights themselves, I view the introduction of Alpamayo as strategically important rather than headline-grabbing in a financial sense. By pushing an open-source platform for autonomous decision-making, Nvidia is reinforcing its role as the underlying "operating system" for autonomy, not

Today, my stock in focus is $Oklo Inc.(OKLO)$ , driven by the strong policy tailwinds emerging in the U.S. nuclear sector. The U.S. government’s nearly $2.7 billion funding push to rebuild domestic nuclear fuel production signals a long-term commitment to energy security and advanced nuclear, especially as AI-driven power demand accelerates. What attracts me to Oklo is how well it fits this trend. As data centers expand, reliable baseload power becomes critical, and nuclear is increasingly viewed as a key solution. Oklo’s next-generation reactor focus aligns closely with the government’s push for advanced reactors, which explains the strong rally across nuclear stocks. From an investment perspective, I see Oklo as a structural play on the nuclea

$NEBIUS(NBIS)$ I remain bullish on Nebius, and this recent pullback has not changed my conviction — in fact, it has reinforced why I continue to collect shares at these levels. From my perspective, the market is overly focused on short-term price action while overlooking the structural story behind Nebius. This is a company positioned at the intersection of cloud infrastructure and AI demand, two themes that are not cyclical fads but long-duration growth drivers. What gives me confidence is Nebius' role as a high-performance cloud and AI infrastructure provider outside the U.S.-centric hyperscaler ecosystem. As AI workloads scale, demand for specialized compute, flexible deployment, and cost-efficient alternatives is increasing. Nebius is not

Tesla $Tesla Motors(TSLA)$  $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$   jumped more than 3% after the latest CPCA data, and in my view this move is more than just a short-term reaction. December 2025 wholesale volumes of 97,171 units — a new monthly record — signal that Tesla China is regaining momentum at a time when many still question demand sustainability in the EV space. An 11% month-on-month increase and roughly 13% year-on-year growth in estimated sales tell me that Tesla's pricing strategy and product competitiveness are still working in the world's most competitive EV market. What stands out to me is that this strengt

Palantir $Palantir Technologies Inc.(PLTR)$   has been one of the most polarizing stocks in the market, and the numbers explain why. A 140% gain in 2024 followed by a valuation north of 400x trailing P/E makes it an easy target for shorts, including Michael Burry's high-profile bearish bet. The early-2026 price action—opening lower, dropping about 5%, then rebounding shortly after—only reinforces how emotionally charged and positioning-driven this stock has become. From my perspective, this pullback looks more like a healthy correction than the start of a trend reversal. After such a strong run, some profit-taking and volatility are not only normal, they're necessary to reset expectations. The fact that buy

The rally we're seeing across memory stocks—from Micron $Micron Technology(MU)$   to Samsung Electronics $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$  and SK Hynix $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$  —is not happening in isolation. Samsung jumping nearly 5% to a record high and SK Hynix gaining close to 3% clearly reflect how strongly the market is pricing in a tightening memory supply cycle. The spillover effect has been just as evident in Hong Kong, where leveraged products tied to these names surged aggressively, amplifying both sentiment and momentum. At the core of this mov

Brad’s story really resonated with me because the million-dollar outcome wasn’t about luck, but about mindset & process. In today’s market, stock-picking alone offers less edge than before; what truly matters is how we filter information, think at a macro level & act decisively when opportunities appear. Access to data is no longer the advantage—judgment is. The UNH & Boeing trades highlight what strong event-driven investing looks like. These were not impulsive option bets, but well-prepared positions built on history, sentiment & catalysts. Being early and prepared allowed conviction when others hesitated, which is often what separates average returns from exceptional ones. What I value most is the discipline behind the risk. High-risk strategies still need strict rules—

Today my stock in focus is $NVIDIA(NVDA)$ , and CES this week highlights why it remains central to the next phase of AI. CES 2026 is less about concepts and more about AI becoming physical and productive, and Nvidia is clearly leaning into this shift. Instead of emphasizing consumer GPUs, Nvidia is pushing “Physical AI,” embedding compute into robots, factories, and real-world systems where AI creates measurable value. What stands out is Nvidia’s strategic divergence from AMD and Intel. While they stay focused on edge and PC AI, Nvidia is expanding into robotics, industrial automation, and AI-defined vehicles. This positions Nvidia for a larger, longer-term opportunity beyond traditional hardware cycles. CES reinforces my view that Nvidia’s stre

Baidu's $BIDU-SW(09888)$  $Baidu(BIDU)$   surge this week didn't come out of nowhere. The submission of Kunlun Chip's listing application to the Hong Kong Exchange feels like a genuine inflection point, not just a headline-driven rally. A 15% move in a week reflects the market starting to reassess Baidu beyond its legacy search business and focusing on its AI asset value. What really caught my attention is how meaningful Kunlun Chip is to Baidu's overall valuation. This isn't a peripheral unit — it's already in its third generation, supports ERNIE's inference workloads, and is embedded across cloud, autonomous driving, and AI in