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01-07 09:53

We're in an AI memory supercycle

We're in an AI memory supercycle
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01-07 09:50

๐—ง๐—ต๐—ฒ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ

๐—ง๐—ต๐—ฒ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ๐˜€ $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Rocket Lab USA, Inc.(RKLB)$ $Lam Research(LRCX)$ $Symbotic Inc.(SYM)$ $Seagate Technology PLC(STX)$ $Teradyne(TER)$ $Micron Technology(MU)$ $KLA-Tencor(KLAC)$ $Cameco(CCJ)$ $ASML Holding NV(ASML)$ $Comfort Sys
๐—ง๐—ต๐—ฒ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ
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01-06 12:59

The Fastest Growing Companies for 2026

The Fastest Growing Companies for 2026 $NEBIUS(NBIS)$ Nebius - 441.23% $Protagonist Therapeutics(PTGX)$ Protagonist Therapeutics - 288.98% $Firefly Aerospace Inc.(FLY)$ Firefly Aerospace - 189.57% $MP Materials Corp.(MP)$ MP Materials - 145.71% $Intuitive Machines(LUNR)$ Intuitive Machines - 143.74% $CoreWeave, Inc.(CRWV)$ CoreWeave - 134.07% $Insmed(INSM)$ Insmed - 130.35% $TeraWulf Inc.(WULF)$ TeraWulf - 123.19% $I
The Fastest Growing Companies for 2026
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01-05 09:15

A $1M AI-First Portfolio for the Next Decade

If you won $1M in the lottery, here is how you should invest it to never work again!Here is why ๐Ÿงต๐Ÿ‘‡ 1/ $IREN Ltd(IREN)$ $100KIren is redefining data center infrastructure by building THE worldโ€™s most efficient platforms for powering AI compute with 100% renewable energy.As the CEO says, the industry is growing so rapidly, "They can't meet the demand". As global compute demand explodes, traditional data centers are constrained by high energy costs and grid congestion. Legacy infrastructure struggles to scale efficiently while meeting sustainability requirements.The company develops and operates large-scale data centers directly adjacent to renewable energy sources, delivering low-cost, reliable power at scale. This vertically integrated approach ena
A $1M AI-First Portfolio for the Next Decade

J.P. Morgan's Top Picks for 2026

J.P. Morgan's Top Picks for 2026
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2025-12-30

2026 will be a blockbuster year for IPOs

2026 will be a blockbuster year for IPOs.SpaceX. OpenAI. Anthropic. Databricks. Anduril. They are all planning to go public. And there are tons more. Trillions of dollars are locked in private markets.Next year is going to be wild. Years of suppressed IPOs didnโ€™t kill innovation โ€” they bottled it up. Now you have trillions trapped in private vehicles with LPs desperate for liquidity and public markets starved for real growth stories.When names like SpaceX, OpenAI, Anthropic, Databricks, and Anduril come, it wonโ€™t just be IPOs โ€” itโ€™ll be a regime shift.That means:โ€ข capital rotation out of legacy namesโ€ข massive repricing of growthโ€ข retail re-engagementโ€ข speculative energy returning fastIPO waves donโ€™t arrive in calm markets. They arrive when confidence, liquidity, and narrative line up.If ev
2026 will be a blockbuster year for IPOs
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2025-12-19

10 Key Space Trends

10 Key Space Trends1. Robotics2. 3D Printing3. Aviation Satellites4. Navigation Systems5. Small Satellite Clusters6. Commercial Spaceflight7. Communication Services8. Reusable Launch Vehicles9. Electric Propulsion Systems10. Commercial Satellite Imagery For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.๐ŸŽ‰Cash Boost Account Now Supports 35,000+ Stocks & ETFs โ€“ Greater Flexibility NowFind out more here.Complete your first Cash Boost Account trade with a trade amount of โ‰ฅ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Ca
10 Key Space Trends
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2025-12-17

The Robot Revolution: Ultimate Portfolio Map Across Every Sector

The Robot Revolution: Ultimate Portfolio Map Across Every Sector
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2025-12-16

SpaceX Ecosystem

SpaceX Ecosystem
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2025-12-12

AI Hardware Earnings Stay Strong

AI Hardware Earnings Stay Strong
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2025-12-11

The Space Economy: Key Stocks by Sector

The Space Economy: Key Stocks by Sector
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2025-12-08

๐Ÿ‘‡๐Ÿค”Weekly Top 20 Insider Sells: INTU, TMO, NFLX & More

๐Ÿ‘‡๐Ÿค”Weekly Top 20 Insider Sells: INTU, TMO, NFLX & More
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2025-12-08

Pre-IPO Exposure Cheat Sheet

Pre-IPO Exposure Cheat Sheet
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2025-12-05

๐— ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ๐—บ๐—ฒ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ถ๐—ป๐—ด ๐—ฏ๐—ฎ๐—ฐ๐—ธ

๐— ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ๐—บ๐—ฒ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ถ๐—ป๐—ด ๐—ฏ๐—ฎ๐—ฐ๐—ธ:๐—ก๐˜‚๐—ฐ๐—น๐—ฒ๐—ฎ๐—ฟ: $Oklo Inc.(OKLO)$ +17.68% $ASP Isotopes Inc.(ASPI)$ +15.71% $NuScale Power(SMR)$ +13.90% $Uranium(UEC)$ +9.50% $NANO Nuclear Energy Inc(NNE)$ +9.18% $Lightbridge(LTBR)$ +8.56%๐—ฆ๐—ฝ๐—ฎ๐—ฐ๐—ฒ $AST SpaceMobile, Inc.(ASTS)$ +19.25% $Intuitive Machines(LUNR)$ +12.75% $BlackSky Technology Inc.(BKSY)$ +10.52% $Planet Labs Pbc(PL)$ +9.83%
๐— ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ๐—บ๐—ฒ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ถ๐—ป๐—ด ๐—ฏ๐—ฎ๐—ฐ๐—ธ
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2025-12-01

๐Ÿ“ˆ Weekly Top Insiders Buys: DASH, CARR, J & More

Hi Tigers~ The following are the most bought stocks by insiders in the past week.Data source: Bloomberg, data cutoff date: December 1st, 2025.Read more>>Weekly: Will Nvidiaโ€™s earnings revive the AI trade? Jobs report returns๐Ÿ‘‡๐Ÿค”Weekly Top 20 Insider Sells: LLY, HOOD, CSCO & More๐ŸŽWeekly Higher EPS Estimates: NVDA, WMT, HD, INTU, TJX & MoreSector Star | Did $AUโ€™s 14.38% surge signal a real turnaround?Editor notes: Insider buys do not guarantee an increase in stock prices. Investors should consider oth
๐Ÿ“ˆ Weekly Top Insiders Buys: DASH, CARR, J & More
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2025-12-01

๐Ÿ‘‡๐Ÿค”Weekly Top 20 Insider Sells: LLY, APP, MPWR & More

Hi Tigers~ The following are the top 20 stocks with the most Insider Sells in the past week.Read more for the upcoming week>>Weekly: AI Fears Spark Global Market Volatility StrikesSector Star | Is $GTโ€™s 6% Rally the Start of a True Turnaround?Sector Star | Is $WSHPโ€™s Meme-Fueled Rally Built to Last?๐Ÿ“ˆ Weekly Top Insiders Buys: BEN, MTCH, Q & MoreEditor notes: Insider selling stocks does not necessarily mean that thereโ€˜s any problem with the company, but large-scale selling may need to be paid attentio
๐Ÿ‘‡๐Ÿค”Weekly Top 20 Insider Sells: LLY, APP, MPWR & More
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2025-11-30

ALAB, ENPH, SOFI: 3 Stocks, 3 Very Different Trajectories

1. $Astera Labs, Inc.(ALAB)$ ALAB +8% YTD ๐ŸŸขSupplier of specialised AI connectivity solutions and networking equipment.- Strong Margins- Insane Demand- 805% Revenue Growth- 39% 2027 EPS CAGR- Demanding Valuation- 26% Below Consensus Price Target 2. $Enphase Energy(ENPH)$ ENPH -61% YTD ๐Ÿ”ด ๐Ÿ”ด ๐Ÿ”ดCan this struggling solar equipment supplier recover?- Struggling business- 50% Decline in EPS- 69% Collapse in FCF- Reasonable Valuation- 36% 2027 EPS CAGT- 28% Below Consensus Price Target 3. $SoFi Technologies Inc.(SOFI)$ SOFI +101% YTD ๐ŸŸข ๐ŸŸข ๐ŸŸข- Strong Affluent Member Base- 155% Growth in Loan Originations- 300% Jump in Net Income- Reasonable Valuation- 21% 2027 EPS CAGR- 10% A
ALAB, ENPH, SOFI: 3 Stocks, 3 Very Different Trajectories
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2025-11-30

๐—ง๐—ต๐—ฒ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ฅ๐—ถ๐—ด๐—ต๐˜ ๐—ก๐—ผ๐˜„

๐—ง๐—ต๐—ฒ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ฅ๐—ถ๐—ด๐—ต๐˜ ๐—ก๐—ผ๐˜„: ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ๐˜€: $SanDisk Corp.(SNDK)$ $Celestica(CLS)$ $Western Digital(WDC)$ $Symbotic Inc.(SYM)$ $Seagate Technology PLC(STX)$ $Insmed(INSM)$ $Micron Technology(MU)$ $Credo Technology Group Holding Ltd(CRDO)$ $Comfort Systems USA(FIX)$ $Lam Research(LRCX)$ $Amphenol(APH)$
๐—ง๐—ต๐—ฒ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ ๐—ฅ๐—ถ๐—ด๐—ต๐˜ ๐—ก๐—ผ๐˜„
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2025-11-28

AI infrastructure is now officially critical infrastructure

AI infrastructure is now officially critical infrastructure
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2025-11-26

Google's Key TPU Suppliers

Google's Key TPU Suppliers

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