To The Moon

$Microsoft(MSFT)$   I’m really glad to buy 130 shares of Microsoft today and it’s one of the positions I feel most confident holding long term. First, Microsoft has one of the strongest business models in the world. Its core segments like cloud computing (Azure), software (Windows, Office), and enterprise services generate consistent and recurring revenue. This gives the company stability even when the overall market is uncertain. Second, Microsoft is deeply positioned in the future of technology, especially in AI. With its partnership with OpenAI and integration of AI into products like Office and Azure, it is not just following trends, it is leading them. This gives it a strong growth runway for many years. T

Winners: • SK hynix (HBM leader) • Samsung (catching up) • Micron (strong in HBM3E) The memory business will not disappear, but it will change structure: From PC / phone driven → AI / data-center / edge-AI driven Memory demand will grow faster than logic, but: • Cyclicality remains • Technology gaps widen • Only top players survive long-term

$BlackBerry(BB)$  prediction next year will have a big company interested to take over BB. It is time to load more BB share before the news come out!

Good news before announce earning 

$Salesforce.com(CRM)$   Today run with profit 

$Enphase Energy(ENPH)$   Today ENPH up so much, finally can run with profit! 

$Destiny Tech100 Inc(DXYZ)$   How come it drop more than 10% today? [Sad]  

$Enphase Energy(ENPH)$   I think is buying opportunity for ENPH if don't own any ENPH

$NikkoAM-STC Asia REIT(CFA.SI)$   Power of dividend! 🦾

$Micron Technology(MU)$  Earning meet expectations and forecast is good, how come the share price drop? 😩