There was an interesting piece of news yesterday: Trump announced approval for the U.S. Navy to build two brand-new warships, both to be named after him, and also revealed plans to increase the number of aircraft carriers. Shipbuilding giant $Hillenbrand(HI)$   jumped more than 8% on the news. Back in February this YEAR, its financial performance was weak: profit margins had fallen to cyclical lows, and nearly all key metrics came in below expectations. The main reasons were severe inflation in recent years and sharply rising wages. More than half of HII’s contracts are fixed-price contracts. While some costs are reimbursable, there is a cap—once that limit is exceeded, any additional costs must be absorbed by the company. During its

When I look at the Christmas Food Village at Ngee Ann City, it just doesn’t feel inviting enough for people to walk in. The entrance itself feels cramped and slightly intimidating, almost like a bottleneck. From the outside, you can’t really see what’s inside, so there’s no strong pull or excitement to step in. It feels like effort, not curiosity. The"Sandwich" Effect: When stores or stalls flank the entrance too closely, it creates a "tunnel" feel. People generally don't like entering spaces where they feel they might get stuck in a crowd or forced into a one-way flow. Obstructed Views: If you can’t see the "reward" (the food or the vibe) from the outside, the brain perceives entering as a higher risk/effort than just walking into the wide, air-conditioned mall. On top of that, it’s compe

AI Doesn’t Need More GPUs — It Needs Faster Wires $NVIDIA(NVDA)$   $Astera Labs, Inc.(ALAB)$   $Marvell Technology(MRVL)$   Over the past three years, whenever artificial intelligence comes up, most people immediately picture the same thing: NVIDIA's H100 GPUs forming massive black walls of compute power, followed by the Blackwell architecture's B200 chips, and then the Rubin platform. Investment bank reports compete to outdo each other on who has the most exaggerated claims about compute capacity, parameter counts, or teraflops per second. But here's the key question few people rea

Whenever the Bank of Japan (BOJ) makes a move, markets tend to react violently. The shock usually starts in crypto, then ripples through bonds and equities. The most recent example was a few weeks ago, when Japanese short-term government bond yields broke a key threshold. $Strategy(MSTR)$   $BitMine Immersion Technologies Inc.(BMNR)$   This time, Bloomberg reports that the BOJ may begin selling its exchange-traded fund (ETF) holdings as early as January 2026. The question is: will this spill over into other markets? At first glance, this sounds like a bombshell. After all, the BOJ has long been the single largest buyer in Japan’s equity market—a true “whale” that accumulated roughly 7% of t

More Crowded, More Costly, Less Home Singapore’s personal income tax just keeps climbing. Paying $8k+ to the government isn’t exactly something to celebrate — especially when CDC vouchers, GST vouchers, and rebates barely make a dent. Meanwhile, the roads are more congested, public spaces feel dirtier, the city is increasingly crowded — and it’s starting to feel less like home.

Data Centers in Space? Laugh Now — This Is How Trillion-Dollar Empires Start Hey there, tech adventurers! Let's hop into our cozy time machine and peek at the super exciting tech treasures you should keep an eye on in 2026. It's like a sparkling treasure hunt where AI is the shiny map leading us to all the fun spots!We're wrapping up 2025 (hello, December vibes!), and Wall Street's big brains are buzzing: "Don't panic and sell your tech darlings!" Nope, they're saying tech stocks—especially the AI superstars—are still zooming strong into the new year.  No need to hide under the covers with hedges; the pros are all-in, betting big on those seven magnificent tech giants. Derivatives show everyone's holding tight with bullish calls—yep, they're walking the talk! A few grumpy crows are ca

Today not selling roti prata but I'm going to dive deep into how Google pulled off this epic comeback in just about 1,000 days. And it all starts with the brilliant mind behind Gemini—the CEO of Google DeepMind, Demis Hassabis. $Alphabet(GOOG)$   Demis Hassabis was born in London to a Greek-Cypriot father and a Singaporean-Chinese mother. He was a classic child prodigy: starting chess at age 4, and by 12, he taught himself programming. On an old Commodore Amiga computer, he coded his first game—a city-building simulation—to practice Reversi against himself. At 13, he reached an Elo rating of 2300, making him the second-highest ranked player in the world under 14, just behind the legendary Judit Polgár. Late

📈 Why Cannabis Stocks Are Rallying Today (Dec. 12, 2025) $Canopy Growth Corporation(CGC)$   $Tilray Inc.(TLRY)$   $Amplify Seymour Cannabis ETF(CNBS)$   $Innovative Industrial Properties Inc(IIPR)$   $Green Thumb Industries Inc.(GTBIF)$    Main catalyst: Reports broke on Friday that U.S. President Trump is expected to push for a major easing of federal marijuana restrictions—specifically by moving cannabis from a Schedule I drug (most restricted) to Schedule III (less restricted). Investo

OpenAI has unveiled a new approach called the “Confessions” mechanism, designed not to eliminate all model errors, but to encourage AI systems to voluntarily admit when they make mistakes, hallucinate, or take shortcuts. $Oracle(ORCL)$   $NVIDIA(NVDA)$   How Traditional Chatbots Hide Mistakes Typically, chatbots respond with a single confident answer—even when it contains hallucinations, misunderstood instructions, or intentional “gaming” of the system. Humans often cannot tell when the model has gone off-track. How the Confessions System Works Under the Confessions mechanism, the model must generate a “confession report” after giving its main answer. This report includes: Which instru

As DRAM prices start shooting up like fireworks, Samsung’s two big departments are suddenly not playing nice. The semiconductor side (DS) has apparently told the Mobile Experience team (MX), “Nope, no more than one year of DRAM for you!” because it now wants to focus on making money, not being generous. $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$ $Corsair Gaming, Inc.(CRSR)$  $Western Digital(WDC)$  $Seagate Technology PLC(STX)$   This little sibling quarrel is making the upcoming Galaxy S26 launch extra spicy. With parts getting more expensive,

BoJ’s Hawk Mode Activated: Markets Brace for Impact 🚨🦅 $SPDR Gold ETF(GLD)$   $iShares Silver Trust(SLV)$   For the past 30 years, Japan has basically been the world’s biggest “cheap money vending machine.” Super-low interest rates + a super-weak yen = heaven for global investors. Everyone borrowed yen, added leverage, and went shopping for U.S. Treasuries, tech stocks, and even emerging-market goodies. But now… the whole setup is quietly shifting. The yield gap between U.S. 10-year Treasuries and Japan’s 10-year bonds is shrinking fast. Why is this a little scary? Because when Japanese bond yields climb, Japan’s big players — insurance companies, pension funds, mega-institutions — will

$NVIDIA(NVDA)$   NVIDIA's latest quarterly earnings report, released on November 19, 2025, for the third quarter of fiscal year 2026 (ended October 26, 2025), once again shattered Wall Street expectations, painting a picture of unrelenting dominance in the AI hardware space. With revenue soaring to a record $57.0 billion – up 62% year-over-year from $35.1 billion in Q3 FY2025 and 22% quarter-over-quarter – the company underscored its pivotal role in fueling the global AI boom. Data Center revenue, the crown jewel of NVIDIA's portfolio, hit an astonishing $51.0 billion, a 66% YoY surge, driven largely by insatiable demand for its GPUs. Even as input costs rose amid supply chain pressures, NVIDIA maintained a robu