Shernice軒嬣 2000
Shernice軒嬣 2000
Muthu Boy’s Prata Picklist
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APPLOVIN (APP) — The Real Question After the CrashHey.

$AppLovin Corporation(APP)$   just dropped a monster Q2: Revenue ~$1.92B (+53% YoY) Net income ~$1.27B (+55%) Free cash flow ~$860M Core engine still humming. Net revenue per install +58%. Install volume slightly down. This machine is extracting more value from the same (or fewer) installs — not just printing volume.Yet the stock cratered to 52-week lows within weeks of the print.The market is no longer arguing whether AppLovin makes money. It’s arguing whether the second growth curve — e-commerce advertising — is real business or just pixels looking busy.The core is not brokenAXON (the ad recommendation + bidding system) keeps improving monetization in mobile games. Clear closed loop: install → spend → LTV. That’s why margins and ca
APPLOVIN (APP) — The Real Question After the CrashHey.

⚡️ THE REAL AI BOTTLENECK: POWER SEMICONDUCTORS ⚡️

While everyone fights over AI GPUs, data centers are starving for efficient power delivery. That makes Power Chips (SiC & GaN) the ultimate infrastructure play for 2027-2029. 📊 THE LEADERS TO WATCH: 1️⃣ Infineon (IFX) - Clear #1 global power leader. FY27 revenue heading toward €20B (+20% growth acceleration). Massive AI data-center pipeline. 2️⃣ onsemi (ON) - EliteSiC & 900V auto/AI dominance. Targeting a 12-14% CAGR toward an $11B run-rate. 3️⃣ STMicroelectronics (STM) - SiC auto giant pushing into $2.5B+ AI silicon photonics/power by 2027. 4️⃣ Texas Instruments (TXN) - Steady analog/power compounder. 5️⃣ Wolfspeed (WOLF) - High-risk/high-reward pure-play SiC turnaround watch. 💡 THE THESIS: Power content per AI rack & per EV is exploding. Less hype than AI compute, but structu
⚡️ THE REAL AI BOTTLENECK: POWER SEMICONDUCTORS ⚡️
@TigerStars thank you [Happy]

I asked an AI which religion it would convert to. Its answer shocked everyone

POV: You ask an ChatGPT  to pick a religion... Ans : If I had to hypothetically choose one religion to believe in and genuinely convert to, rather than just pick one based on culture or family background, I'd probably lean toward Buddhism, especially a more philosophical/less dogmatic form. Why: Emphasis on reducing suffering rather than simply obeying rules. Self-examination and mindfulness are central. It encourages questioning and examining one's own experience rather than requiring unquestioning faith. The ideas of impermanence, attachment, compassion, and acceptance make a lot of sense to me philosophically. There is relatively strong compatibility between Buddhist practice and a scientific/naturalistic worldview, although different Buddhist traditions make different superna
I asked an AI which religion it would convert to. Its answer shocked everyone

🚗 THE CAR WITH NO STEERING WHEEL

Tesla CyberCab Just Changed Everything in Austin $Tesla Motors(TSLA)$   Chapter 1: Passenger in the Driver’s Seat of a Car That Has None September 2025. Austin, Texas. An 8-minute wait. Then it arrived.No steering wheel. No pedals. No accelerator. No brake.Just two seats. And silence.I climbed into the left-side seat — the one that should be the driver’s seat — of Tesla’s CyberCab. Cybercab felt smaller compared to Model 3s. Quieter. Completely different.Tesla has remote operators watching every ride right now. Starlink for backup. A big red “Pull Over” button that connects you straight to Robotaxi support. Safety net is still there.But the message is loud: This is what the future of transportatio
🚗 THE CAR WITH NO STEERING WHEEL

The Hard Reset: Why Singapore Desperately Needs a Recession

​If you tell a Singaporean that our economy needs a recession, they look at you like you’ve lost your mind.  With the relentless pressure of housing costs, public transport fare hikes, sky-high electricity tariffs, and cost-of-living fatigue, the last thing anyone wants to hear is the "R-word." ​We are already feeling the friction. Fresh graduates and younger workers are burning through months of savings, facing grueling hiring loops, and experiencing agonizingly long transition times just to land entry-level roles. ​But let’s look past the surface anxiety and analyze what is actually happening beneath the hood of the Singaporean economy. A carefully administered economic contraction isn't a disaster waiting to happen—it might be the only medicine left to save our long-term competitiv
The Hard Reset: Why Singapore Desperately Needs a Recession

🚨 Silicon Valley smart money is quietly shifting gears.

$Broadcom(AVGO)$   $Arista Networks(ANET)$   $CrowdStrike Holdings, Inc.(CRWD)$   $Vertiv Holdings LLC(VRT)$   ​Forget finding "the next ChatGPT"—top VCs are going all-in on AI Data Center bottlenecks. ​On Sept 28, Seligman Ventures raised its fund target from $500M straight to $1B—just 8 months after launching. • Original target: 6–8 deals in Year 1 • Actual result: 14+ deals done ($300M+ deployed) • Deal flow running 10–15x higher than expected ​💡 Where is the money actually goi
🚨 Silicon Valley smart money is quietly shifting gears.

The RTS Link Reality Check

​The excitement surrounding the RTS Link may run  into daily operational friction for both sides of the border.  Rather than unlocking a seamless economic boom, the project has triggered a classic mismatch between infrastructure design and consumer behavior. ​Why Both Sides Are Hurting ​Congestion & Friction: The promised seamless commute has been bogged down by bottlenecked terminal access, congested surrounding roads, and exhausting pedestrian walks through massive immigration complexes. The physical journey feels longer and more tedious than anticipated. ​The Rent Trap: Anticipating a massive wave of foot traffic, landlords aggressively hiked commercial rents around the RTS terminals. Retailers locked into these spaces will be bleeding cash because higher overhea
The RTS Link Reality Check

Expedia, Booking, and Airbnb just took a massive hit. Why? One word: Muse.

Expedia, Booking, and Airbnb all tumbled together, beaten down by Muse. $Expedia(EXPE)$   $Booking Holdings(BKNG)$   $Airbnb, Inc.(ABNB)$   $Meta Platforms, Inc.(META)$   Muse is a personal AI assistant that actually gets things done. You can tell it, "Book my flights and hotel for Tokyo next month," and it will browse the web, compare prices, fill out forms, and place the order all on its own. How do these three companies make their money? By getting you to open their app or website, search, compare, and complete your booking, so they can take a cut of the commission. What the mar
Expedia, Booking, and Airbnb just took a massive hit. Why? One word: Muse.

Stage 4 Cancer, $352M SGD, and Zero Regrets: The Ultimate Stock Trading Legend

Muthu boy today got damn crazy story to share.  Come, sit down, order one prata kosong first. While waiting for the crispy ninja prata, let me tell you about this Japanese doctor legend. 🤯👇 ​'Legendary Investor' Who Turned a Modest Stake Into 352 Million Passes Away: "Trading Even From His Sickbed" Tis uncle started with just $4,150 SGD. By the end of it? He grew his net worth to a staggering $352 MILLION SGD. This life script confirm more jinx than any movie. Even when kena stage four cancer, this madlad still stubbornly looking at stock charts from hospital bed until his last breath. Tajang, a widely followed individual investor in Japan who grew an initial capital of 500,000 yen (approx. $4,400 SGD / 4.4 million won) into a fortune exceeding 40 billion yen (approx. $352 m
Stage 4 Cancer, $352M SGD, and Zero Regrets: The Ultimate Stock Trading Legend

Boss Really Used the Chromosome Excuse for Not Multitaskingreally blamed his single-core processor on his chromosomes

Client arriving in 30 minutes. I’m deep in an Excel sheet, listening to music, and bantering with colleagues in the meeting room. ​Cue the big boss walking in early to review his presentation slides.  He sits right next to me, sweating bullets trying to prep his material. About a few minutes later, he snaps: "Can quiet down? I literally cannot concentrate." ​So I looked him dead in the eye and asked: "Boss, why can't you multitask?" ​Without missing a beat, he sighed: "Because I'm not a woman." ​The whole room burst out laughters.  Is the "men can't multitask" thing actually real? ​Because my dad watching the World Cup is bulletproof evidence. Mum can ask him about breakfast three times and he won't even register a sound. Total shutdown mode. 😂
Boss Really Used the Chromosome Excuse for Not Multitaskingreally blamed his single-core processor on his chromosomes

Surviving the Haze with Charcoal Prata + The Secret Playbook Behind Robinhood's Win-Win Setup 📈

​Good evening customers,  Muthu boy here! 🥷🏽💨 ​The haze this weekend was so bad my prata stall looked like a spooky movie set and customers disappeared faster than my patience. To survive, Muthu boy invented Ninja Prata (infused with charcoal to match the smoke, hope y'all like it!). ​Come down and order some prata from me right now, and I’ll tell you a wild story about Robinhood while it's hot.  Spoiler alert: they are winning no matter what the Fed does... 👇 ​The $Robinhood(HOOD)$  "Win-Win" Playbook 🚀 ​People sleep on how well Robinhood ($HOOD) is positioned no matter how the Fed plays games: ​1️⃣ High Rates = Massive Cash Flow Now ​Generated $389M in net interest revenue last quarter (~30% of total
Surviving the Haze with Charcoal Prata + The Secret Playbook Behind Robinhood's Win-Win Setup 📈

Why Boss Avoids Giving Real Examples

I really dislike when women act coquettish toward men at work to get what they want. So it stung when someone told me I do the same thing, something I completely disagree with.  When I asked my boss about it, he agreed that he's seen me do it sometimes.  But when I pushed him for concrete examples, he brushed it off with a 'nevermind' and quickly changed the subject.  I know who I am at work.  I'm independent, assertive, and use humor, though I can occasionally have a hot temper under pressure. That feedback just doesn't match my reality. 
Why Boss Avoids Giving Real Examples

Nokia & Microsoft Team Up for AI-Driven Telecom Networks! 🚀🛜

$Nokia Oyj(NOK)$   surged nearly 5% ($10.64) after hours, with Microsoft $Microsoft(MSFT)$  following up to $494.87 (+0.93%), after announcing a major expansion of their long-term partnership! They are integrating the Nokia Data Suite with Microsoft Fabric to build a unified, AI Agent-driven data foundation, pushing telecom operators closer to self-healing, autonomous networks. 🔑 Key Takeaways & What It Means for AI Automation • 1. Breaking Down Data Silos Nokia Data Suite and Microsoft Fabric are teaming up to unify cross-domain data (RAN, core, and transport networks) onto Microsoft's enterprise platform, giving AI agents re
Nokia & Microsoft Team Up for AI-Driven Telecom Networks! 🚀🛜

The Ultimate Oil Trap: Is the Middle East Crisis a Masterclass in Lulling Foes and Shorting Markets

Asia is staring down an absolute nightmare scenario, and nobody is talking about the ticking clock. Here is the brutal reality: Middle Eastern oil cannot reach Asia right now. * The Primary Chokepoint is Dead: Heavyweights like Kuwait, Saudi Arabia, Qatar, and the UAE pump the lifeblood of global industry through the Persian Gulf and out via the Strait of Hormuz. With that strait completely blockaded, the main artery is severed. * Every Alternative is Sabotaged: The backup plan—pumping oil across Saudi Arabia to the Red Sea and through the Bab el-Mandeb Strait—is totally dead in the water. Pipelines have been bombed and shut down, and the Houthis have locked down the Bab el-Mandeb. Even if those pipes get fixed, any ship heading out of the Red Sea into the Mediterranean hits a wall: the Me
The Ultimate Oil Trap: Is the Middle East Crisis a Masterclass in Lulling Foes and Shorting Markets

🔥 AI's Next Wave: Why HPE (+12.4%) & Dell (+12%) Just Outperformed NVIDIA

🔥 AI's real strength isn't just NVIDIA—it's the full-stack server builders: HPE +12.4%, Dell +12%. Capital is starting to flow into the second layer of AI infrastructure. $Dell Technologies Inc.(DELL)$   $Hewlett Packard Enterprise(HPE)$   $Arista Networks(ANET)$   $SUPER MICRO COMPUTER INC(SMCI)$   Hewlett Packard Enterprise (HPE)jumped 12.44% to US$62.09, becoming one of the top performers in the S&P 500. Dell Technologies (DELL) also rose about 11.98% to US$567.29. Arista Networks (ANET) gained about 5.61%. Capital is clearly no longer chasing just GPUs. Servers, networking, and e
🔥 AI's Next Wave: Why HPE (+12.4%) & Dell (+12%) Just Outperformed NVIDIA

🚨 ORACLE JUST DROPPED THE BOMBSHELL: LARRY ELLISON CANCELS $7.5 BILLION SHARE SALE — IS THIS THE SIGNAL THAT DEBT CRISIS IS ACTUALLY THE BIGGEST AI BUYING OPPORTUNITY OF 2026?

Same company’s massive debt. Some see pure crisis. Others see pure opportunity. That’s $Oracle(ORCL)$   right now. Quick Translation + Reality Check (with the absolute latest numbers after Sept 10 earnings) Oracle reported Q1 FY2027 (ended Aug 31, 2026) on Sept 10 after the close: Revenue: $19.3 billion (+30% YoY) — beat estimates Cloud Infrastructure (OCI): $7.4 billion (+121%) — absolute monster growth Total Cloud: +62% Remaining Performance Obligations (RPO / backlog): $664 billion (was $638B at end of FY2026) — still insane Non-GAAP EPS: $1.92 (beat $1.74) Free cash flow burn: only –$5.4 billion (vs expected –$9.56B) — much better than feared Raised full-year FY2027 adjusted EPS guidance to $8.10 They also delivered 850 MW of ne
🚨 ORACLE JUST DROPPED THE BOMBSHELL: LARRY ELLISON CANCELS $7.5 BILLION SHARE SALE — IS THIS THE SIGNAL THAT DEBT CRISIS IS ACTUALLY THE BIGGEST AI BUYING OPPORTUNITY OF 2026?
@InverseCramer @Optionspuppy Congratulations [Grin] [Grin]

🦧 Meet Ken Allen, the San Diego Zoo orangutan who didn't want chaos—he just wanted a leisurely stroll.

@Optionspuppy @Ah_Meng @InverseCramer   Story time: 🧵👇 An orangutan at the San Diego Zoo became an absolute legend for repeatedly breaking out of his enclosure. His name was Ken Allen. The wild part? He didn't go on a rampage or try to flee into the city. Once he got out, he mostly just wandered calmly around the zoo. He'd explore the grounds, check out the other animals, and just vibe. Total tourist mode. Except for one major detail. Ken had absolute beef with another orangutan named Otis. During one of his breakouts, he marched straight over to Otis’s enclosure and started throwing rocks at him. 💀 The zoo staff was so ba
🦧 Meet Ken Allen, the San Diego Zoo orangutan who didn't want chaos—he just wanted a leisurely stroll.

Boss Almost Got Scammed by Old Town Char Kway Teow

Out for dinner with my boss yesterday, and he was this close to ordering Lao Fu Zi Char Kway Teow. Remember when they used to sell medium for $6 and large for $8 ? Well, now $8 is the ONLY option on the menu. I literally had to intervene and warn him: Do NOT buy this, or I will scold you. The taste is dead average, the portion size is a total joke for $8, and it’s completely lost its touch.  That Michelin Bib Gourmand badge is just a giant scam sign. Save your money. $8 for Char Kway Teow is absolute robbery! 🚫🍝
Boss Almost Got Scammed by Old Town Char Kway Teow

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