Shernice軒嬣 2000
Shernice軒嬣 2000
25, Boyish Style, A descendant of the hawker family
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$Swarmer, Inc.(SWMR)$ This looks like a hype-driven, speculative stock. If you’re already in profit, it may be wise to take gains and step aside.

Stocks Tanked, So I Tanked a Plate of char kway teow

The market was bleeding that day. Red numbers flashed across my screen, each one quietly reminding me how much I had lost. It wasn’t just numbers—it felt personal, like watching hours of effort and hope slowly slip away. $Himax(HIMX)$   $Applied Optoelectronics(AAOI)$   $Tower Semiconductor(TSEM)$   $Venture Global, Inc.(VG)$   I stared at the tiger broker app for a while, thinking I should feel worse. Maybe panic. Maybe regret. But instead, something else crept in. Hunger. My stomach didn’t care about the market. It didn’t understand losses, volatility, or bad timing
Stocks Tanked, So I Tanked a Plate of char kway teow

Governments Cut Utility Costs Abroad, Locals Told to Brace for Higher Bills

QatarEnergy: Missile attacks cause ‘extensive damage’ and fires at Ras Laffan energy facility Muthu boy  sigh… “Flour cheap can buy more, but gas so expensive… how to make cheap prata for you, boss?” 😩 … utility bill go up, gas price fly high 😓 $Venture Global, Inc.(VG)$   $ProShares Ultra Bloomberg Natural Gas(BOIL)$   Other countries’ governments are lowering utility taxes or increasing subsidies, but our government is telling us to prepare to pay more. Big problem at Ras Laffan Industrial City: Missile strike cause “extensive damage”, some parts even catch fire This place supply around 20% of the world’s LNG — very big one Happened just hours after Israel str
Governments Cut Utility Costs Abroad, Locals Told to Brace for Higher Bills
$HIMX 20260618 12.0 CALL$  This stubborn Muthu boy bought the dip again. [Gosh]  [Blush]   $Himax(HIMX)$  

Himax Isn’t Legacy — It’s Quietly Building the Future of AI Optics

People calling $Himax(HIMX)$   a legacy business aren’t really paying attention. Much like Amazon with Amazon Web Services, Himax’s emerging segments are where the real story is: WiseEye: thermal + vision edge AI Glasses: AR displays, optics, sensors Imaging: automotive sensors, drone cameras And of course, CPO… 🧵 Himax has evolved far beyond its display roots through a series of acquisitions, investments, and one key carve-out: 2010: acquired Spatial Photonics 2015: acquired Liqxtal 2017: stake in Emza Visual 2018: acquired Emza Visual 2018: Himax IGI carve-out 2020: majority stake in CM Visual 2024: stake in Obsidian Sensors 2024: stake in FOCI 2025: stake in Lumotive Today, Himax is a diversified platform spanning imaging, sensing, an
Himax Isn’t Legacy — It’s Quietly Building the Future of AI Optics

Drone Software Company, SWMR Explodes Onto Nasdaq — Then Gets Halted

SWMR officially debuted on the Nasdaq today (March 17, 2026) — and was immediately halted due to extreme volatility. The price has surged 520% above its IPO level. $Swarmer, Inc.(SWMR)$  is a military autonomous drone software company founded in 2023. Its core product, the Trident OS system, enables drones to operate in coordinated “swarms,” allowing a single operator to control hundreds of drones at once. The system remains stable even in GPS-denied and electronic warfare environments. The company has already been deployed in real combat, with over 100,000 missions conducted on the Ukrainian battlefield. It has been adopted by multiple units and offers mission templates such as Fire Raid, Seek and Hit, and Killbox—making it one of the few dr
Drone Software Company, SWMR Explodes Onto Nasdaq — Then Gets Halted
$HIMX 20260618 12.0 CALL$ $Himax(HIMX)$ Bought again 😊😊 I keep adding even as it drops every day—it takes strong conviction to stop yourself from selling. I believe the business has explosive potential. I don't think I will go wrong. 
@TigerStars Thank you for the recognition! [Happy] [Happy]

Oracle Rewrites the Rules of AI Infrastructure: Build Now, Bring Your Own Parts

Before the release of this 10 March 2026 earnings report, market sentiment toward $Oracle(ORCL)$  was notably pessimistic. The core anxiety was simple: "Where is the money coming from?" Q3 Remaining Performance Obligations $553 billion, up 325% year-over-year in USD Q3 GAAP Earnings per Share up 24% to $1.27,
Oracle Rewrites the Rules of AI Infrastructure: Build Now, Bring Your Own Parts

The Optical Value Chain Has Six Layers. Here's Which Companies Own Each One

$Applied Optoelectronics(AAOI)$  $AXT Inc(AXTI)$ $Marvell Technology(MRVL)$  $Corning(GLW)$ $Ciena(CIEN)$ On March 12, 2026, three separate optical-related MSAs dropped on the same day. That does not happen by coincidence. It means the entire industry has converged on the same conclusion: the physical layer of AI infrastructure needs to change, and it needs to change now. Call it the opening shot of the Optical War. This article breaks down what each MSA actually standardizes and which companies are positioned to benefit. First, What Is an MSA? MSA stands for Multi-S
The Optical Value Chain Has Six Layers. Here's Which Companies Own Each One

Wok Hei Heaven: Why Zion Road CKT Still Reigns Supreme

That legendary Zion Road plate is a masterclass in high-heat cooking. It all starts with that unmistakable wok hei—a smoky, charred aroma from the intense flames that gives the noodles a deep, soulful umami flavor. ​I’m a huge fan of the "wet" style; it’s incredibly rich and satisfying. Even the smaller $6 portion is remarkably filling, though the taste is so addictive you’ll find yourself wishing you had the stomach for a second round. ​To finish off, I skipped the $2+ hawker drink and headed to McDonald's instead. For a cheaper, you get a chilled, air-conditioned environment and table service—the perfect way to cool down after that smoky, heavy lunch.
Wok Hei Heaven: Why Zion Road CKT Still Reigns Supreme

$HIMX: Value Trap… or Coiled Spring?

Most of the market still looks at $Himax(HIMX)$   as just another boring display-driver company — chained to weak smartphone demand. But that narrative might be missing the bigger picture. While investors focus on declining handset cycles, Himax has quietly been building deep capabilities in wafer-level optics, micro-lens arrays, and LCoS microdisplays — technologies that sit much closer to the AI, AR/VR, and advanced sensing supply chain than most people realize. The market sees a legacy display chip maker. The technology stack says something very different. Sometimes the biggest moves start when the market is still looking in the wrong direction. 🚀 But under the hood, the story may be very different. And the market might just be waking
$HIMX: Value Trap… or Coiled Spring?

A McChicken and Memories: After-School Days That Never Come Back

Nothing about stocks this time. Just sharing a little feeling after having Mcd, those who aren’t interested can skip.  The simple things like eating a McChicken at McDonald's with friends after school often become some of the best memories. After CCAs or basketball games, everyone would be hungry, sweaty, and just talking loudly about the game, school gossip, or nonsense. Then suddenly someone from the next table would say, “Can you all talk softer?” 😅 But a few minutes later the laughter would start again. Those moments were special: No work stress No bills or responsibilities Just friends, food, and time to enjoy the day Funny how a simple McChicken can bring back a whole chapter of life. 🍟 McD Milo is still the best — rich, thick and it’s affordable too, unlike those in food c
A McChicken and Memories: After-School Days That Never Come Back
@MKTrader Most people don’t believe in the turnaround. After next Monday’s NVIDIA GTC, it should rally.
@Shernice軒嬣 2000:The "Technical & Tactical" Version

The "Technical & Tactical" Version

​Volatility is the price of admission for $Himax(HIMX)$  massive rebounds.  Each major fall creates a vacuum where 'weak hands' exit and conviction-driven buyers take over. We are seeing the 'rubber band effect' in real-time: the more violent the stretch downward, the more velocity the stock gains as it snaps back toward its new 52-week highs. @TigerPM  @Daily_Discussion  @TigerObserver  @Tiger_comments  @TigerStars  
The "Technical & Tactical" Version
$HIMX 20260618 12.0 CALL$ $Himax(HIMX)$ I've initiated a small position. 

The Market Loves $AAOI Orders — But Hates the Capital Needed to Deliver Them

The market has a strange habit with Applied Optoelectronics$Applied Optoelectronics(AAOI)$   When hyperscaler orders arrive, investors celebrate the growth story. But the moment the company raises capital to actually fulfill those orders, the same market punishes the stock. That reaction feels somewhat irrational. At around $110, a $250M ATM raise represents roughly ~3% dilution — effectively cheap capital for a company trying to rapidly scale AI optical transceiver capacity. In reality, this type of capital raise is exactly what you want to see when demand is accelerating. If the funds translate into real 800G and eventually 1.6T shipments, today’s “dilution” is simply the bridge to tomorrow’s revenue growth. The current weakness likely
The Market Loves $AAOI Orders — But Hates the Capital Needed to Deliver Them

Disruption Ahead – Pluggable Transceivers ($AAOI, $FN) Under Threat as Himax-Enabled TSMC COUPE Replaces Power-Hungry Copper Links in 2026

$Himax(HIMX)$ is the exclusive supplier of critical wafer-level optics (WLO) components inside TSMC’s COUPE (Compact Universal Photonic Engine) platform, the core optical engine for its Co-Packaged Optics (CPO) architecture. This directly replaces power-hungry copper SerDes links with integrated light-based data transfer between chips/switches. TSMC COUPE CPO Architecture — What It Actually IsCOUPE is TSMC’s production-ready silicon-photonics integration platform (developed with NVIDIA). It heterogeneously bonds a Photonic IC (PIC on SOI N65) with an Electronic IC (EIC on N6/65nm) using SoIC-X hybrid bonding, then co-packages the entire engine with the host ASIC/switch via CoWoS. Light comes from external CW laser source modules (detachable OSFP-
Disruption Ahead – Pluggable Transceivers ($AAOI, $FN) Under Threat as Himax-Enabled TSMC COUPE Replaces Power-Hungry Copper Links in 2026
$MOS 20260618 30.0 CALL$ $Mosaic(MOS)$ In 2026, risk management may require looking beyond Brent crude. The real geopolitical trade could be fertilizer supply security. U.S. fertilizer autarky domestic production insulated from Hormuz disruption may become the “Fortress America” strategy for this geopolitical cycle. As the Northern Hemisphere enters peak planting season, the effective bottleneck in Hormuz has paralyzed a vital artery of global trade that carries far more than just energy. In global seaborne trade, Hormuz acts as a choke point for: Urea: ~33–35% of global exports (notably from Qatar and Iran) Ammonia: ~30% of global trade Sulfur: ~45–50% of global exports (critical for
I thought the earnings were strong, especially as the company is pivoting toward agentic AI solutions
@MKTrader:$PATH 20260313 10.5 CALL$ Cut loss here. Earnings reaction was not as good as expected. Live to fight another day.

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