Today I am the happy Muthu boy. $AXT Inc(AXTI)$   dumped for three days straight, then decided to mambo-jumbo sinusoidal between gain and loss just to test my mental health. I still accumulated like a Labubu with conviction.  Sold off my Labubu pillows. Living on roti prata kosong. But in the end, perseverance slapped back with profits.

Senior was on MC today, so I had to meet an important client who everyone said was super fussy and aggressive. I prepared everything last minute, and my presentation honestly wasn’t great. He asked quite a few questions and I didn’t answer some of them well, but somehow he still said I was passionate and professional. He even emailed my bosses to praise me, and the deal was sealed. Honestly, I didn’t put in that much effort maybe just luck. But I’m quite happy today. [Happy]  [Happy]  

While everyone FOMOs into the big AI names, the real alpha is coming from the quiet picks-and-shovels beasts printing fundamentals + riding policy tailwinds. 1️⃣ What even is $Acm Research Inc.(ACMR)$   & why is the moat so thick? Leading supplier of advanced wafer cleaning, electroplating, polishing, PECVD/ALD & track systems High-throughput tools → better yield, lower CoO, less waste Deep proprietary tech + patents = fab-level switching costs (nobody swaps tools for fun) China sub (ACM Shanghai) is perfectly placed for the domestic boom Strong exposure to DRAM/NAND, where demand is sticky and

$AXT Inc(AXTI)$   We’re seeing third-order effects ripple through the market right now — with $Lumentum(LITE)$  , $Applied Optoelectronics(AAOI)$  , and the broader photonics names getting hammered 10%+. Part of this is the sector-wide selloff triggered by $SanDisk Corp.(SNDK)$  Sandisk’s -10% move and weakness across semis. But my angle is that the real story is upstream: the Japanese supply chain is likely running out of InP inventory/capacity because of Japan’s new export controls — and InP is critical for the Western optical buildout at scale. I wouldn’t lump COHR in with the o

Chinese zodiac is just for fun, don’t take it too seriously. Trump’s a Dog, Zuckerberg’s a Rat—they’re lucky every year anyway. Warren Buffett’s a Horse… what, he’s going to offend Tai Sui meh. Tai Sui actually gives way to him. 

I stumbled on "Do Nothing" by Celeste Headlee. Our obsession with efficiency is making us miserable. We're not machines. Faster isn't always better. We're losing the art of real conversation. Texts and emojis can't replace face-to-face connection. Idleness isn't a sin. Unstructured time fuels creativity, mental health, and even physical well-being. Doing nothing can be the most productive thing we do. Technology should serve us, not rule us. It's a tool, not a master. Multitasking is a myth. It kills quality, spikes stress, and leaves us empty. Single-tasking brings back satisfaction in the simplest moments. Recreation is sacred. Play, hobbies, and pure leisure aren't luxuries we earn—they're needs we deserve. You get to redefine success on your own terms. Step off the treadmill. Decide

Got “attacked” in a meeting today. I raised a legit concern, but instead of answering it, one of the bosses said I should’ve predicted it and come with solutions. Face instantly went full charcoal mode 🫠 Then before the meeting ended, one boss said loudly, “You look cute when your face is black.” Everyone laughed. Honestly… what was the purpose of saying that in front of the whole room? 🤨 Colleagues told me I damn gutsy for holding that black face from start to finish. 😂

$AXT Inc(AXTI)$ $AXTI drops 29.54% AHs on: - Lowered Q4 2025 revenue expectations to a range of $23M midpoint, from $27m-$30m. Thoughts: this is immaterial to the bottleneck issue since price shock just came in end of ~December 27th into January (now). This was former earnings, we care about future earning projections with inflated margins from pricing power. - AXTI received export control delays and expect to recognize the revenue Q1 2026. This just realizes the former backlog Q1. This is not lost revenue. Export controls have known delays and risks. TLDR: former earnings are immaterial to thesis and these are just known delays that recognizes the same revenue next quarter. Care more about what happens at the inflection point of demand squeeze s

The Bloomberg Commodity Index (BCOM) kicks off its rebalancing from Jan 8 through Jan 14 with 20% of the buying and selling executed each day.. Here’s what’s happening: $iShares Silver Trust(SLV)$   $ProShares Ultra Silver(AGQ)$   Selling Pressure 💰 Silver: $7.1B Gold: $7.0B 💥 Over $14B hitting precious metals—could explain today’s silver weakness. Buying Flow 📈 Brent: $3.6B | WTI: $2.4B Cocoa: $2.2B | Sugar: $1.3B ⚡ Cocoa alert: 56% of open interest, 2.8x daily volume—expect volatility. Takeaways: Metals: fundamentals strong—buy dips from rebalancing flows. Crude: beware—supply high, demand slow. Rebalancing starts at Thursday’s close. Stay tuned!

 Quality stocks ah, actually very similar to making solid roti prata one. At the start, my Muthu’s prata stall like nobody wanna come — no queue, no hype, just me flipping dough quietly. But once people start to notice how crispy and shiok my prata is, wah suddenly crowd come, queue start forming, everyone want a piece. Then price also slowly go up because demand sia… and the more the queue grows, the more people also kaypoh and join the queue. 😅 Omg lah, $AXTI basically the queen of InP right now — like legit the monopoly okay. After China ban Japan, suddenly all the big AI companies kena stuck: Nvidia ($4.6T) Microsoft ($3.59T) Meta ($1.64T) Amazon ($2.57T) Google ($3.89T) All of them low-key depending on this one tiny company sia. And the best part?

My senior casually said she knew I would make a mistake. And sure enough, it happened. The mistake wasn’t a small one either it was hard to patch up. The customer was furious, and I took the full scolding. I spent the entire day firefighting, fixing, apologising, and trying to contain the damage. After that, my senior told me she wanted me to “take this bitter medicine”  treat it as a learning opportunity, remember the pain, and never repeat it again. I nodded on the outside. But inside, my heart was boiling with anger.