The AI Bottleneck You’ve Never Heard Of: Why Glass Cloth is the New Gold
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
MicroStrategy Nears 100th Bitcoin Buy — No Turning Back Now
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
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
🇰🇷 3x South Korea ETF – $KORU (Direxion Daily MSCI South Korea Bull 3X Shares)
If you’re interested in the South Korean stock market—especially memory chips and semiconductors—this ETF might catch your attention. Think of it like investing in the same country that gave the world BLACKPINK, BTS, EXO, IU, PSY, and Jungkook—a global powerhouse not just in music, but also in technology. What is $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ ? $KORU is a leveraged ETF (3x) issued by Direxion. It tracks the MSCI Korea 25/50 Index, which includes large and mid-cap South Korean companies. Heavyweights like Samsung Electronics and SK Hynix dominate the index, meaning it’s strongly tilted toward technology and semiconductors. The key feature? It aims to deliver 3 times (3x) the DAILY performance of the index. If the inde
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Finally, a Quantum play with a balance sheet. $INFQ
Great timing on this—$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)
Pay More, Solve Nothing? Singapore’s Cost-Based Policy Problem
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, Credo & Astera: Fabless Semiconductor Players Riding the AI Wave
$MONTAGE TECH(06809)$ $Credo Technology Group Holding Ltd(CRDO)$ $Astera Labs, Inc.(ALAB)$ 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