To The Moon

Sivers Semiconductors is listed on the Swedish exchange and has already quadrupled since April. In my view, it stands out as a leader in laser technology, with potential for another leg higher if execution continues to deliver. The OTC version is also available via Tiger Brokers for access. Marvell Technology, Inc. is my next-largest holding, and I see it as a leader in the CPO space. Sivers Semiconductors, in my view, sits as a key supplier into players like Marvell, Coherent, Lumentum, Ciena, and Ayar Labs. Given that positioning, it’s not obvious to me why Sivers shouldn’t be able to 5x, especially when comparable ecosystem leaders already sit at or above ~$100B market caps, assuming execution stays on track. At the same time, smart money seems to be rotating into power semis and

2026 could be a huge year for AI, chips, cloud, and Big Tech. According to Bloomberg data shown in the chart, Saudi Aramco is expected to remain the world’s most profitable company in 2026, with projected operating profit of $245.2B. But the bigger surprise is that Samsung Electronics and SK Hynix are expected to enter the global top 5, driven by the AI memory boom. The top names include: Saudi Aramco, Samsung, Alphabet, SK Hynix, $Alphabet(GOOG)$ , $Apple(AAPL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ , $Amazon.com(AMZN)$ , $Taiwan Semiconduct

🌟🌟🌟The shift from purely text based cloud applications to Physical AI where models operate within physical machinery, robotics and autonomous systems has arrived. One of the best stocks to buy on the Hong Kong Stock Exchange is $51WORLD(06651)$ . Following a massive breakout, this stock has surged over 27% in a single session to hit an all time high of HKD 125.70, pushing its YTD return to a massive 206.74%. As China's very first publicly listed Physical AI pure play, $51WORLD(06651)$ has positioned itself as a key provider for the future of robot intelligence. Exciting times are ahead for this company. @Tiger_comments

$Nike(NKE)$ $Lululemon Athletica(LULU)$ $JD.com(JD)$ 👟📉⚠️ Nike $NKE: When bullish options get crowded, history says tread carefully ⚠️📉👟 Nike $NKE is setting up one of the more interesting sentiment-versus-price disconnects in large-cap retail right now. On the surface, the optimism looks aggressive. Options traders have piled into calls hard enough to push Nike’s 10-day call/put ratio into the top 10% of bullish readings seen over the past 12 months. That sounds constructive. Historically, it hasn’t been. The last 10 times Nike hit this level of call-heavy positioning, the stock finished lower one month later 64% of the time, with an average d

In 2026, US market’s biggest story did not just centred squarely on AI, it was also about the sudden return of energy risk. Oil was trading above $102 per barrel as the Middle East conflict is still simmering, with frantic background mediation by Pakistan to nail down a peace deal acceptable to both US and Iran. As of Fri, 22 May 2026 afternoon (asia time), both Brent Crude and WTI Crude are still trading above the $98 per barrel price range. US-Iran war is still preventing shipping through the narrow “Strait of Hormuz” waterway in Iran, where about 20% of the world's oil usually passes, although there were isolated incidence of oil tankers exiting successfully the Strait. With the conflict pushing oil prices up and its ripple effect driving the US 30 year Treasury yield to 5.19% (the high

This week, my watch list focuses on $Marvell Technology(MRVL)$ $PDD Holdings Inc(PDD)$ . I like MRVL because AI infrastructure demand remains strong, while PDD continues showing solid profitability and growth momentum through its global expansion. Among the ex-dividend stocks, I prefer $Johnson & Johnson(JNJ)$ the most due to its stability, defensive healthcare business, and consistent dividend history. In a volatile market, I value companies with reliable cash flow and resilience. Overall, I’m still bullish on AI infrastructure and quality companies with improving EPS trends. Strong earnings growth and positive guidance are the key factors I’m watching thi

$Target(TGT)$ $Wal-Mart(WMT)$ $Costco(COST)$ 🎯📊🛒 Target’s Structural Re-Rating Setup: Media Margins vs Retail Gravity 🛒📊🎯 I am analysing this while momentum is actively expanding on the tape. $TGT is pressing one-year highs around $119–$120, up roughly 5% intraday. This is not passive drift. This is a volatility expansion event. 26 of 37 analysts remain Hold or worse. Consensus price target: $107.85, still below current price. Meanwhile, the 50-day call-to-put ratio sits in the 84th percentile. Price strength. Cautious ratings. Bullish options skew. That is structural under-ownership. 📊 Positioning Dislocation – The Re-Rating Catalyst When a s

$Marvell Technology(MRVL)$ Heroic Rise To Break Nvidia's Monopoly 🌟🌟🌟The name Marvell Technology sounds like it was lifted straight from the pages of a comic book and right now, its role in the global technology ecosystem is exactly that of a Marvel superhero. While the retail crowd remains completely hypnotised by NVIDIA playing the role of an all powerful titan, the world's largest cloud tech giants - Alphabet, Amazon and Microsoft are quietly assembling an alliance to break free from the GPU monopoly. To pull it off, they have turned to the data centre's ultimate saviour: Marvell. Heading into Marvell's high stakes Fiscal Q1 2027 earnings release on Wednesday 27 May 2026, the stock is trading near an a

My stock in focus today will be XL2CSOPHYNIX $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $XL2CSOPHYNIX(07709)$ after the Hong Kong-listed ETF surged more than 14% following a major technology announcement from SK hynix. The company unveiled its new iHBM solution, a next-generation HBM packaging technology that embeds integrated cooling elements (ICEs) directly inside the memory package. In my view, this is another sign that the AI semiconductor race is no longer just about raw computing power, but also about solving thermal and efficiency challenges. HBM As AI models continue becoming larger and more complex, the demand for high-bandwidth memory has exploded alongside GPUs from compa

Eh boss, this one ah, Muthu boy see already know straight away what these big sharks doing lah. You read the tape until very power already. $Fluence Energy, Inc.(FLNC)$ Only small correction ah — morning gap up open around $21.98, then the candle suddenly whack all the way up to $22.45 first. If go $21 means jatuh already lah. The real story is first they make everybody syiok think rocket going moon, then only later they tarik karpet. This one classic mamak special by institutional fellows: 1. Big Shark “Test Water” & Sapu Cheap Shares These institutions not blur sotong one. They don’t simply buy quietly. They purposely remove bid support, let panic sellers hammer the price down near $21.00. Weak hands all scared until sell cheap cheap.