To The Moon

While everyone FOMOs into the big AI names, the real alpha is coming from the quiet picks-and-shovels beasts printing fundamentals + riding policy tailwinds. 1️⃣ What even is $Acm Research Inc.(ACMR)$   & why is the moat so thick? Leading supplier of advanced wafer cleaning, electroplating, polishing, PECVD/ALD & track systems High-throughput tools → better yield, lower CoO, less waste Deep proprietary tech + patents = fab-level switching costs (nobody swaps tools for fun) China sub (ACM Shanghai) is perfectly placed for the domestic boom Strong exposure to DRAM/NAND, where demand is sticky and

Hwa Chong Institution really demoralizes students at lunch. Imagine getting this kind of lunch box five times a week—nothing to look forward to during recess. Then along comes the Prata Turned Nasi Lemak Ex President  , saying: "The food looks good to me. Must be recalling old memories from school. Meals were simpler, choices limited, portions smaller… partly because I didn’t have much money too." If she wants to talk about the past when people had no money, then why not mention that fishermen literally caught their dinner and farmers raised their own chickens and vegetables?  If she claims today’s food looks just like what she had over 50 years ago, then shouldn’t the price also match what it cost back then? Back in her time, she didn’t have money, yet portions were bigger,

$AXT Inc(AXTI)$   We’re seeing third-order effects ripple through the market right now — with $Lumentum(LITE)$  , $Applied Optoelectronics(AAOI)$  , and the broader photonics names getting hammered 10%+. Part of this is the sector-wide selloff triggered by $SanDisk Corp.(SNDK)$  Sandisk’s -10% move and weakness across semis. But my angle is that the real story is upstream: the Japanese supply chain is likely running out of InP inventory/capacity because of Japan’s new export controls — and InP is critical for the Western optical buildout at scale. I wouldn’t lump COHR in with the o

Chinese zodiac is just for fun, don’t take it too seriously. Trump’s a Dog, Zuckerberg’s a Rat—they’re lucky every year anyway. Warren Buffett’s a Horse… what, he’s going to offend Tai Sui meh. Tai Sui actually gives way to him. 

I stumbled on "Do Nothing" by Celeste Headlee. Our obsession with efficiency is making us miserable. We're not machines. Faster isn't always better. We're losing the art of real conversation. Texts and emojis can't replace face-to-face connection. Idleness isn't a sin. Unstructured time fuels creativity, mental health, and even physical well-being. Doing nothing can be the most productive thing we do. Technology should serve us, not rule us. It's a tool, not a master. Multitasking is a myth. It kills quality, spikes stress, and leaves us empty. Single-tasking brings back satisfaction in the simplest moments. Recreation is sacred. Play, hobbies, and pure leisure aren't luxuries we earn—they're needs we deserve. You get to redefine success on your own terms. Step off the treadmill. Decide

Got “attacked” in a meeting today. I raised a legit concern, but instead of answering it, one of the bosses said I should’ve predicted it and come with solutions. Face instantly went full charcoal mode 🫠 Then before the meeting ended, one boss said loudly, “You look cute when your face is black.” Everyone laughed. Honestly… what was the purpose of saying that in front of the whole room? 🤨 Colleagues told me I damn gutsy for holding that black face from start to finish. 😂

$AXT Inc(AXTI)$ $AXTI drops 29.54% AHs on: - Lowered Q4 2025 revenue expectations to a range of $23M midpoint, from $27m-$30m. Thoughts: this is immaterial to the bottleneck issue since price shock just came in end of ~December 27th into January (now). This was former earnings, we care about future earning projections with inflated margins from pricing power. - AXTI received export control delays and expect to recognize the revenue Q1 2026. This just realizes the former backlog Q1. This is not lost revenue. Export controls have known delays and risks. TLDR: former earnings are immaterial to thesis and these are just known delays that recognizes the same revenue next quarter. Care more about what happens at the inflection point of demand squeeze s

I've initiated a position in $One Stop Systems(OSS)$  . I usually never say this but, this one is exciting. Markets completely missed this 216M MC Drone Swarm, Ghost Fleet, USVs, Edge AI deploying US DoD contractor. And they especially missed OSS’s involvement in the Venezuela's invasion, that gave premiums to $AeroVironment(AVAV)$   and others. This looks like an unholy long to me: 1. $41M cash (pro forma ets.) / $216M MC (low downside risk). 2. Pure play Kinetic Defense 3. 1 : 2.4x supply/demand. (backlogged from high demand) 4. 45%

FYI: 7N prices are surging on SMM—and in US markets, it trades at an even steeper premium. Why it matters: Powers hyperscaler optics (TPU pods, etc) Drives 5G & data center transceivers Critical for LiDAR (robotaxis, drones, military) Optical modules & silicon photonics lasers (Nvidia, Intel, Broadcom) $AXTI controls 40% of the InP supply. With Japan export rules, they could monopolize the substrate chain. $AXT Inc(AXTI)$   Public float: 51M Market cap: $1.3B Basically: one company → bottleneck for EVERYTHING above. Prices go up, profits skyrocket, new entrants follow… but for now, AXTI is king 👑 AXTI’s CEO stated they control 40% of InP for the majority of the supply chain. With Japan’s export controls, they could effectively monopol

The Bloomberg Commodity Index (BCOM) kicks off its rebalancing from Jan 8 through Jan 14 with 20% of the buying and selling executed each day.. Here’s what’s happening: $iShares Silver Trust(SLV)$   $ProShares Ultra Silver(AGQ)$   Selling Pressure 💰 Silver: $7.1B Gold: $7.0B 💥 Over $14B hitting precious metals—could explain today’s silver weakness. Buying Flow 📈 Brent: $3.6B | WTI: $2.4B Cocoa: $2.2B | Sugar: $1.3B ⚡ Cocoa alert: 56% of open interest, 2.8x daily volume—expect volatility. Takeaways: Metals: fundamentals strong—buy dips from rebalancing flows. Crude: beware—supply high, demand slow. Rebalancing starts at Thursday’s close. Stay tuned!