@koolgal:🌟🌟🌟The stock I searched the most is $Alphabet(GOOGL)$ because every time the stock hits a new high, I can't help but smile since I am a shareholder of this amazing company. Google rules the modern world with a unshakeable monopoly in the global search engine.  Google is also a hyperscaler with its own custom built TPUs, designed to scale the Gemini ecosystem.  Then there is Google Cloud, growing into a massive juggernaut. It gives me a big dopamine hit every time I searched $Alphabet(GOOGL)$ - a great company that controls both the highway of today's information and the rocket fuel for tomorrow's AI. The legendary Peter Lynch famously said: "Buy what you know". I know Google as I use it eve

@koolgal:🌟🌟🌟 $OCBC Bank(O39.SI)$ is the stock I searched the most especially after Citi downgraded OCBC to a Sell.   This wiped billions off its market value in a flash.  It is painful but deep down in my heart I know that OCBC is the kind of quality stock that has stood the test of time.  Through financial crises, global pandemics & shifting interest rate cycles, OCBC has stood immovable, compounding wealth for generations. But the good news is now I can buy OCBC shares in lots of 10, and put my warchest to work immediately. Warren Buffett likes to say: "Predicting rain doesn't count, building arks does". Instead of panicking when the rain will stop, I am slowly but surely accumulating OCBC, brick by brick, ensuring I emerge str

@Shyon:$ServiceNow(NOW)$ Why I Have Been DCA into ServiceNow for Three Months and Am Still Buying? I started accumulating ServiceNow(NOW) around three months ago, and I am still continuing my dollar-cost averaging (DCA) strategy today. My decision is based on my belief in the long-term potential of enterprise software and AI-driven workflow automation. Rather than trying to find the perfect entry point, I prefer to build my position gradually and give myself time to accumulate shares at different price levels. One of the main reasons I am bullish on ServiceNow is its strong position in enterprise workflow automation. Large companies rely on its platform to streamline IT services, manage operations, and improve productivity. As businesses increasingly

@Shyon:I am still bullish on the AI-driven memory cycle, especially with HBM demand remaining strong. Samsung’s huge profit growth shows how powerful the current pricing environment is, but the muted share-price reaction tells me investors are already looking beyond the next quarter. For me, the key question is how sustainable these margins are. I will watch DRAM/HBM pricing, new capacity and whether hyperscalers push harder on costs. In a cyclical industry, stocks can peak before earnings do. I am not calling the cycle over yet because AI infrastructure demand remains strong. However, I would stay selective rather than chase record earnings. If demand keeps outpacing supply, the cycle could last much longer. @Tiger_comments

@DiAngel:I m now enjoying my dinner at the lounge using my Dragon Pass. I m trying to compare German food to that of SATS Premier Lounge. [Facepalm]  [Blush]  [Chuckle]  Both are equally bad! 🤣🤣🤣. I was so impressed that this year I m travelling with lesser and lesser baggage. In the past, SIA will charge me excess baggage when I m on business trip. I don't argue with them, I just passed them my corporate card. As for personal trip, I just act innocently and like a little girl waiting to be lectured by an elderly. SIA will just let me go. 😇😇. South Korea business trip: 8 days - went with 14kg and came back with 31kg. 😂🫣[LOL]  [Smile]  [Happy] loaded with 1.5kg fruit jams, 3.5kg car brochure, 3kg korean citron tea etc etc.  Perth : 11 days - went with 18kg n came b

@Shyon:I would choose ①. I think AI is more likely to strengthen the moat of leading SaaS companies that already control enterprise data, workflows and customer relationships. Replacing these systems is much harder than simply generating code or building an app. For companies like $Salesforce.com(CRM)$ and $ServiceNow(NOW)$ , AI agents could become a new monetization layer rather than a direct threat. I am especially interested in whether customers are willing to pay more for AI-driven automation and whether this can translate into meaningful incremental ARR. That said, I would not ignore the longer-term risk. If AI eventually lea

@DiAngel:My vacation is coming to an end as tomorrow I m flying home.  Met my Milan couple colleagues at Como. The cathedral is Como Cathedral. The husband remembers that I love Pesto sauce. Hence he bought the pasta and pesto Sauce from our Italian customer who used our instrument.  As for the honey, my Italian friend bought it from his friend's daughter who keeps bees. I was told it is chestnut honey. 😱. I need to taste it if it indeed has chestnut taste. It is a pity that I didn't have the chance to meet another retired German colleague who underwent surgery a week before my arrival. Otherwise, he will give me 1-2 bottles of home made jam. He has both jam and cleaning services business.  @Wayneqq

@Shyon:I think this list shows AI is becoming much broader than GPUs. $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ remain core beneficiaries, while I am also watching $Lumentum(LITE)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Fortinet(