To The Moon

$Oracle(ORCL)$ delivered another impressive quarter: ✅ Revenue: US$19.18B (+21% YoY), above expectations of US$19.1B ✅ Non-GAAP EPS: US$2.11, beating estimates of US$1.96 ✅ Operating profit hit a record high ✅ Remaining Performance Obligations (RPO) surged 363% YoY to US$638B, showing massive future revenue visibility 🔥 AI & CLOUD GROWTH REMAIN THE MAIN STORY • Total Cloud Revenue: US$9.9B (+47%) • Cloud Infrastructure (IaaS): US$5.8B (+93%) • Multicloud Database Revenue: +404% Oracle signed US$67B worth of AI infrastructure contracts in the quarter alone. Management says AI demand continues to exceed supply, and many customers are either prepaying or supplying their own GPUs, reduci

With $Space Exploration Technologies Corp(SPCX)$ impending IPO debut this Fri, 12 Jun 2026, closed end fund (CEF) $Destiny Tech100 Inc(DXYZ)$ is set to see the long-awaited windfall. Investors who plan to sell this CEF after SPCX IPO, would you reconsider ? Why ? Because there’s at least 2 more good news to come. Below is a run-down of my DXYZ posts over the years : (click to read the details) : 07 Jan 2025 - $XOVR and $DXYZ : Best SpaceX Investment ? 12 Dec 2024 - SpaceX news sends DXYZ soaring to $185 ? 07 Dec 2024 -

I see Jensen Huang’s Korea trip as a strong signal that $NVIDIA(NVDA)$ growth is increasingly tied to Korean memory suppliers $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ . His focus on next-gen systems like Vera Rubin & robotics platforms reinforces that AI scaling is now fundamentally constrained by HBM & advanced memory, putting Korea at the center of the supply chain. Between, I view SK hynix as

$Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$ $NVIDIA(NVDA)$ 📉🌎⚡ $SPX Suffers An $824B Hit As AI Capital Begins To Rotate ⚡🌎📉 The market finally delivered a meaningful warning shot. The S&P 500 has lost more than $824B in market capitalisation today and now sits nearly -4% below the all-time highs reached on 02Jun26. What catches my attention is not the decline itself, but the changing behaviour beneath the surface. $MSFT has broken below the psychologically important $400 level for the first time since 15Apr26. Key observations: • More than $21M in short-dated single-leg puts were purchased on $MSFT today • Shares are now do

🇸🇬 Singapore has created a nation of millionaires. On paper. The average household is worth around S$1.7–2 million. Sounds rich. But here's the question nobody asks: If you needed S$100,000 by tomorrow, could you get it? No selling your flat. No touching CPF. No refinancing. Just cash. That one question separates wealth from survival. Singapore's household net worth reached a record S$3.1 trillion in 2025. The average household has close to S$2 million. But averages lie. A handful of ultra-wealthy families pull the number up. The median household is closer to S$1 million. And most of that wealth isn't money. It's locked away. 🏠 Property: 59% 🏦 CPF: 21% 💵 Cash: 12% 📈 Investments: 8% In reality, only a small portion is accessible when life punches you in the face. A hospital bill doesn't wai

🌟🌟The recent selloff in the Korean market was triggered by a collision of macroeconomic events rather than the failure of tech company earnings. The immediate trigger was the robust US non farm payroll report which added an unexpected 172,000 jobs, shattering the rate cut narrative. The KOSPI is vulnerable to tech sentiment as Samsung & SK Hynix command a massive 54% weight of the index. When Wall Street underwent a tech pullback, the Korean market was also affected. The recent pullback is a healthy technical correction rather than a fundamental economic collapse. Semiconductor earnings remain fundamentally intact especially with the high demand for HBM being completely sold out. A good ETF to buy is $Roundhill Memory

$Apple(AAPL)$ $Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ 🚀📊🔥 Smart Money or Speculative Mania? Options Traders Make Their Choice 🔥📊🚀 Options traders are sending a clear message. While headlines remain focused on interest rates, inflation and economic uncertainty, capital continues flooding into AI, autonomy and technology leaders. The fascinating part is not where the money is flowing. It is where the money is flowing despite weakening charts, disappointing reactions and elevated valuations. 📈 Options volume remains heavily concentrated in the market’s favourite momentum names: $NVDA $TSLA $AAPL $MU $MSFT $AMZN $META $NOK $PLTR

The European battery storage race is heating up, and $Fluence Energy, Inc.(FLNC)$ has quietly added another important victory to its growing order book. Developer and EPC firm OX2 has selected Fluence Energy to supply its 50MW/120MWh battery energy storage system (BESS) project in Poland. The project is particularly attractive because it comes with a 17-year Capacity Market (CM) contract, secured during Poland's 2022 auction. This long-term revenue visibility helps reduce project risk and provides stable cash flows once the asset enters commercial operation in 2027. Why This Matters While a 120MWh project may not grab headlines like the multi-gigawatt announcements seen in the U.S. or Middle East, it highlights a trend investors are wa

The last time I covered $REALLOYS INC(ALOY)$, it was back in 17 Apr 2026. click here ! for details. At that point in time, it was $9.76 /share (see below) As of April 2026 Since April 2026 post, much has happened with ALOY. Far from sitting static, the company has engineered a massive operational turnaround, transforming itself into a prominent comeback stock on the back of major new alliances, strategic commercial partnerships, and a monumental institutional milestone. Primary catalyst for recent turnaround is official announcement of ALOY inclusion into the broad-market Russell 3000® Index. (see below) Inclusion will come into effect on Mon, 29 Jun 2026. Advantages. This mi

I don’t think AI stocks are broadly cheap anymore, but they’re not a bubble either. The market is separating durable winners from cyclical or higher-risk names. $NVIDIA(NVDA)$ remains the key AI infrastructure leader, while $Micron Technology(MU)$ is more cyclical despite strong momentum. $Intel(INTC)$ looks harder to justify given its valuation and execution uncertainty. When I value AI stocks, I focus more on multi-year AI capex trends, demand visibility, and free cash flow quality rather than just P/E ratios. I also separate “picks-and-shovels” like $Taiwan Semiconductor Manufacturing(TSM)$ and