Eh boss, morning morning! Come come, sit down lah, one kosong prata and kopi-O coming! While I fry your prata, let me tell you one helluva story about this company,$Amphenol(APH)$  !  AI whole supply chain now like big big war! Nvidia selling the big big guns, Microsoft and Meta building the factories. But this Amphenol guy? He is the one supplying the bullets, the wires, the connectors — everything to connect the whole army together! No connection, your super powerful GPU also become expensive metal brick only. Useless lah! This Amphenol, from PC time, handphone time, until now AI time, every wave they are there. Not the superstar, but always the one who collect money properly. Steady pom pi pi. Boss, they sell three things mainly: Conne

Just three days ago, the S&P 500 was celebrating fresh all-time highs as AI stocks went into overdrive. Investors were acting as if nothing could stop the rally. Then came Fri  The S&P 500 suffered its biggest one-day decline since October 2025, despite one of the strongest U.S. jobs reports in the last 18 months. On the surface, it makes no sense. Strong economy. Strong hiring. Strong consumer spending. Shouldn't stocks be soaring? Even President Donald Trump questioned the reaction, saying stocks should be going up, not down. But here's what the market is really telling us. The market no longer wants a strong economy. It wants lower interest rates. For months, investors convinced themselves that slowing employment would force the Federal Reserve to cut rates aggressively. Wh

Eh boss, today Muthu Boy got one very spicy AI story for you.  The internet is buzzing over rumors about Victory Giant's boss and an elevator kissing scandal. As a shareholder, I see it as bullish — it suggests the boss has plenty of energy, a healthy appetite for life, and isn't too picky. If he's bringing that same drive to business, Victory Giant's future might be even brighter." 😆📈 $Victory Giant Technology(Huizhou) Co.,Ltd.(300476)$   Now focus back on it's fundamental...  But while investors were staring at the chips, one Chinese company quietly became one of the biggest winners of the entire AI revolution. That company is Victory Giant Technology. And most people have never even heard of it. From Seventh Place to

Eh, boss! Come, sit down lah. Muthu boy here, your favourite prata seller at the corner stall. While flipping roti prata, I also flip some good stories. Today I tell you one damn interesting one. You got time ah? Order one kosong prata, I talk. If I tell you got one company, last five years its share price drop more than 90%, like kena hammer until flat... but now got chance to become next 10x AI infrastructure dark horse, you believe or not? More shiok is this: They don't make chips, don't build big AI models, and many investors never even hear their name before. But what they got? Maybe more important than chips. This company is FuelCell Energy, $FuelCell(FCEL)$     Today, like my prata, I break it d

You probably owned a Razer mouse or keyboard. The glowing RGB stuff that felt like pure gamer glory. A decade ago, Razer was often viewed as the "Apple of gaming." Today, a growing number of gamers view the company as charging premium prices for products that are no longer clearly superior to competitors. This is more of a perception issue than a financial crisis, but it affects popularity $Razer Inc.(RAZFF)$   At its peak, Razer was a monster: $1.6 billion in revenue, $4.4 billion market cap, and one of the biggest IPOs in Hong Kong. Then they quietly delisted. So… did they crash and burn? Not exactly. Their story is way wilder. Back in 2005, Razer had just come out of bankruptcy. Two unlikely guys bought the brand: lawyer Tan Min-Liang &nb

$Strategy(MSTR)$   Most people think the dot-com bubble burst because “tech was overvalued.” But the real trigger was something more dangerous: trust collapsing in plain sight. And oddly enough, one of the key names in that collapse is now worshipped in crypto today — MicroStrategy and Michael Saylor. In the late 1990s, MicroStrategy was a Wall Street darling. A fast-growing software company. A “top-tier performer.” A rare tech firm that looked profitable in a sea of startups burning cash. But behind the glossy numbers, there was a fragile accounting trick. To meet explosive growth expectations, the company adopted aggressive revenue recognition practices. Instead of spreading multi-year software and maintenance contracts over time (the

For the last three years, investors have chased anything related to AI. NVIDIA exploded. Data center stocks soared. Power infrastructure companies became market darlings. Every dollar seemed to flow into the AI trade. But markets are forward-looking. The next big winners are often hiding in plain sight while everyone is focused elsewhere. Silver might be one of them. $iShares Silver Trust(SLV)$   Most people still think of silver as a cheaper version of gold. That's outdated thinking. Today, silver is increasingly an industrial metal. It sits inside solar panels. It sits inside electronics. It sits inside electric vehicles. It sits inside power infrastructure. And unlike gold, much of the silver used in these app

  Everyone talks about NVIDIA GPUs. Very few are talking about the MASSIVE power revolution happening behind them. ⚡ Why are AI data centers moving to 800V High-Voltage DC (HVDC)? Because we've hit the limits of physics. In the old server world, 12V and 48V power systems were good enough. But AI racks packed with GPUs now consume enormous amounts of power. Higher power at low voltage = massive current. And massive current creates 2 huge problems: 🔥 1. Heat Explosion Power losses increase by I²R. Double the current and heat losses can increase 4x. Data centers end up wasting huge amounts of electricity just generating heat. 🧱 2. Thick Copper Everywhere More current requires larger cables. More copper means: • Higher costs • More weight • Less rack space • More installation complexity T

$IBM(IBM)$   The Payout: The plan guaranteed him 75% of his agreed salary 54K pound ​The Duration: It guaranteed this income until he reached the retirement age of 65. ​The Terms: He remained an employee on the books with "no obligation to work," effectively securing more than 1.5M pound over the course of the plan. Inflation was rapidly eroding its value. He claimed that failing to provide regular cost-of-living pay raises constituted unfair treatment compared to active, non-disabled employees who received salary reviews.

Singapore's property market is still red hot with no signs of slowing down. Many HDB owners are upgrading to condos, while PRs and new citizens continue to enter the market as buyers. For some homeowners, reaching MOP and selling a few years later can potentially generate gains of several hundred thousand dollars. As the population continues growing towards 7–8 million, the housing "musical chairs" game is likely to continue, supporting long-term demand. That said, I think the rental market could become more challenging. More PRs and new citizens may choose to buy their own homes rather than rent, increasing competition among landlords. At the same time, job growth may slow as AI and automation create fewer but higher-paying jobs. We're already seeing layoffs across white collar group such

  Today, my friend and I decided to meet up for a casual lunch. We were looking for something quick, comforting, and most importantly, affordable and Sukiya absolutely hit the brief as we ended up at Sukiya. After finishing our meals, we ran into one of his subordinates, who is also my indirect supervisor. He greeted us warmly along with his family members. I felt a little embarrassed because I usually keep a low profile, and it would have been difficult to explain why I was spending time with my friend on a weekend. So I just smiled, returned the greeting, and carried on with the conversation as if nothing was unusual. He also didn’t bring up the matter.I realized I was being quite thick-skinned, even though I couldn’t really hide my shyness.  Back To The Mea

Today the boss wasn't around, and business seemed pretty slow, so I spent some time analyzing stocks. It was a rough week for me. I took significant losses on Fluence Energy after repeatedly buying the dip as the stock kept falling. On the bright side, I managed to make some gains from Marvell, Oracle, and ServiceNow, which helped offset part of the damage. That's the reality of investing—some positions work out, while others become expensive lessons. wah lau, software stocks ah, last few years they damn the favourite in US stock market.  Grow so fast, upside so high, if you pick the right company, sure make you very rich one. But last half year, these market darlings kena big crisis sia. After AI Agent suddenly explode, everybody shouting "AI going to replace software!", whole s

In the bustling decades that transformed Singapore from a young nation into a global financial hub, one woman quietly built an empire that would become one of the region's most respected stockbroking firms. That woman was Gloria Lee. Born as Woo Sau Yin, Gloria's early life gave little indication that she would one day become a pioneer in Singapore's financial industry. She worked as an air stewardess before settling into family life as a housewife after marrying Dennis Lee Kim Yew. Dennis was a founding partner of the law firm Lee & Lee and the younger brother of Lee Kuan Yew. At the time, few could have imagined that Gloria would eventually make history in one of the most male-dominated professions of her era. Ironically, her journey into finance began not because of ambition, but be

For days, investors searched for a company-specific explanation behind Fluence Energy's $Fluence Energy, Inc.(FLNC)$  unusually aggressive sell-off along with power semi. Chatgpt, gemini and  internet sources provide explanations missed the real story. One thing people often overlook is that AI is only as reliable as the information it learns from. When humans flood the internet with misleading stories, AI tools can end up presenting those stories as legitimate information unless there are strong fact-checking and verification processes in place. This exactly what happened in Fluence Energy.  The results also depend heavily on how the question is asked. If you frame the question in a certain way, the AI's response can naturally