Shernice軒嬣 2000
Shernice軒嬣 2000
25, Boyish Style, A descendant of the hawker family
30Follow
2290Followers
7Topic
0Badge

The Maze of Serangoon: Finding Freedom in a Student Concession Card

Those afternoons at Nex still live in my head like a loop I don’t want to end. Back then, Serangoon really felt like the center of everything. Once Nex opened, it was the place where all roads somehow led after school. I remember the routine so clearly. Heading down to the basement, counting coins just to make sure I could afford that $5 Long John Silver’s meal  and of course, hoping for extra crispy batter bits. Or sitting at the Nex library, pretending to study while secretly snacking on tibits and talking nonsense. It wasn’t really about the food or the studying… it was about finally having a space that felt like it belonged to us. I miss those moments watching movies with friends, laughing too loudly, and even that nervous excitement of inviting a guy out for a movie. Everything f
The Maze of Serangoon: Finding Freedom in a Student Concession Card

Too Powerful” AI? Weak Logic Drives Cybersecurity Selloff

Today I saw the funniest logic, people are saying that Anthropic’s next-gen model leak caused cybersecurity stocks to drop because it’s “too powerful” and poses safety risks. $Palo Alto Networks(PANW)$   $CrowdStrike Holdings, Inc.(CRWD)$   $NVIDIA(NVDA)$   That’s honestly one of the dumbest explanations I’ve ever heard. If AI is really that dangerous, wouldn’t cybersecurity be even more important? A more reasonable explanation, in my view, would be something like: “If Anthropic’s models are powerful enough to create security risks, then they’re also powerful enough to identify and fix those risks.” Or alternatively: “If cyberse
Too Powerful” AI? Weak Logic Drives Cybersecurity Selloff

AI Efficiency Shock Hits DRAM Players — But Is the Panic Overdone? $MU $HYNIX

Google has unveiled a new algorithm that significantly reduces memory usage, triggering a broad selloff across memory-related stocks. $Alphabet(GOOG)$   $Micron Technology(MU)$   $SanDisk Corp.(SNDK)$   $Seagate Technology PLC(STX)$   $Western Digital(WDC)$   According to Google, its new TurboQuantlp1 p algorithm can reduce LLM memory
AI Efficiency Shock Hits DRAM Players — But Is the Panic Overdone? $MU $HYNIX

Will SK Hynix’s ADR listing in the U.S. make Micron ($MU) less attractive?

SK Hynix is actively planning to list in the U.S. market (e.g., NYSE) through an ADR (American Depositary Receipt), and the process is now moving into a concrete stage. Originally, SK Hynix planned to issue ADRs using treasury shares. However, after canceling those shares last month, it will now issue new shares (about 2.4% of total shares, ~17.4 million shares), aiming to raise around KRW 10–15 trillion (approximately $8–12 billion). $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   $SK Hynix, Inc.(HXSCL)$   $Micron Technology(MU)$   $Micron 3xLongSG280913(44BW.SI)$   Use of funds: Aggres
Will SK Hynix’s ADR listing in the U.S. make Micron ($MU) less attractive?

AI Server Smuggling Is Bigger Than You Think… And It’s Not Just One Company

It’s possible that Super Micro wasn’t the only player involved in smuggling, which could explain why its illegal sales didn’t generate the high margins one might expect. $SUPER MICRO COMPUTER INC(SMCI)$   $Dell Technologies Inc.(DELL)$   $Hewlett Packard Enterprise(HPE)$   According to renowned Apple supply chain analyst Ming-Chi Kuo: “Smuggling AI servers into China did not reverse the downward trend in Super Micro’s gross margins. In 2Q CY2025, at least around one-tenth of Super Micro’s revenue was derived from smuggling activities. In theory, such business should carry higher margins, yet gross margin declined significantly to 9.6% (dow
AI Server Smuggling Is Bigger Than You Think… And It’s Not Just One Company

US Debt Hits $39 Trillion, Surpassing Nation’s Entire Economy

US national debt has surged past $39 trillion, now exceeding the country’s roughly $32 trillion economy—a historic milestone reached just weeks after the US–Israel conflict involving Iran. $Direxion Daily 20+ Year Treasury Bull 3x Shares(TMF)$   $Direxion Daily 20+ Year Treasury Bear 3x Shares(TMV)$   The spike comes despite promises to rein in borrowing, as government spending—especially on defense—continues to climb alongside tax policies that have yet to close the gap. Officials warn that rising debt could translate into higher borrowing costs, weaker wage growth, and more expensive everyday goods and services. Rising U.S. debt tends to push yields up and long-term bond prices down. TMV (invers
US Debt Hits $39 Trillion, Surpassing Nation’s Entire Economy

🚀 HYPER-GROWTH REPORT: Himax Technologies ($HIMX) 2026

The Silent Giant of the AI Infrastructure & AR Revolution Status: Strategic Buy/Watch  | Date: March 21, 2026 | Price: ~$8.59 $Himax(HIMX)$    The "Coiled Spring" of 2026 Himax Technologies isn't just a display chip company anymore. It has quietly transformed into a critical linchpin for two of the decade's biggest tech cycles: AI Data Centers (via CPO) and Next-Gen Wearables (Smart Glasses).  1. The "Hidden" Goldmine: The FOCI Investment In a masterstroke of corporate venturing, Himax’s 2024 stake in FOCI (3363.TW) has turned into a massive 7x to 8x windfall. The Numbers: Original investment of ~$16M has exploded. With FO
🚀 HYPER-GROWTH REPORT: Himax Technologies ($HIMX) 2026

The Dummy Servers and the Chip War

How U.S. export controls turned into a polite fiction March 20, 2026 – 8:03 pm The indictment of $SUPER MICRO COMPUTER INC(SMCI)$  Super Micro’s co-founder doesn’t just reveal a $2.5 billion scheme—it exposes a system that was never designed to stop one. In a rented warehouse somewhere in Southeast Asia, a man aimed a hair dryer at a server—not to dry it, but to loosen the adhesive on a serial-number sticker. Once peeled off, it was carefully reapplied to another machine: one that had never been used, never powered on, and was never meant to reach its declared destination. The real servers—loaded with $NVIDIA(NVDA)$  Nvidia’s most advanced AI chips—had already been repackaged into plain box
The Dummy Servers and the Chip War

Lock-Up Expiry Shock: SanDisk & Western Digital Investors Caught Off Guard

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$  $Western Digital(WDC)$  $Seagate Technology PLC(STX)$  A lot of SanDisk (SNDK) and Western Digital (WD) investors overlooked something important until yesterday. The original shareholders from last year’s listing whose lock-up period expired on March 20 are now free to sell their shares. These early investors, including executives and employees, have extremely low costs some below $1 or $2, even effectively $0. Now they can sell at prices above 700. As for lock-up expirations, I went through the entire experience with Circle Internet Financial it was a painful le
Lock-Up Expiry Shock: SanDisk & Western Digital Investors Caught Off Guard

Trump Signals "Winding Down" of Iran Conflict; Markets Eye Potential Monday Recovery

​WASHINGTON (March 21, 2026) — Global financial markets are bracing for a high-stakes Monday opening following a series of late-week pronouncements from President Donald J. Trump suggesting that major U.S. military objectives in the three-week-old conflict with Iran are nearly complete.   What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the
Trump Signals "Winding Down" of Iran Conflict; Markets Eye Potential Monday Recovery

SUPER MICRO CO-FOUNDER ARRESTED IN $2.5B NVIDIA GPU SMUGGLING SCANDAL

SMCI co-founder Yih-Shyan “Wally” Liaw arrested today.  Holds approximately $464M worth of SMCI shares Accused of orchestrating the illegal export of billions in Nvidia servers to China Allegedly used a Southeast Asian shell company to funnel $2.5B in hardware to Chinese buyers $510M worth of servers reportedly moved in just three weeks (Spring 2025) Built thousands of dummy systems to bypass U.S. compliance checks Surveillance footage shows him swapping serial number labels with a hair dryer Coordinated operations through encrypted group chats Super Micro Computer $SUPER MICRO COMPUTER INC(SMCI)$  &nbs
SUPER MICRO CO-FOUNDER ARRESTED IN $2.5B NVIDIA GPU SMUGGLING SCANDAL
$Swarmer, Inc.(SWMR)$ 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]

Go to Tiger App to see more news