May was a great month for the market, but the rally looks increasingly concentrated. While the $NASDAQ(.IXIC)$ gained over 8%, only a small percentage of stocks made new highs. I'm staying selective and focusing on companies with strong earnings and AI exposure rather than chasing momentum. The retail frenzy in South Korea is remarkable, but I believe the memory story is backed by real fundamentals. $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $CSOP Samsung Electronics Daily (2x)

$ServiceNow(NOW)$ ServiceNow (NOW) has recently moved onto my accumulation list as the company continues to prove that it is becoming one of the biggest beneficiaries of enterprise AI adoption. While many investors focus on AI infrastructure names, I believe the next phase of the AI cycle will be driven by software companies that can successfully monetize AI at scale. ServiceNow appears to be executing that strategy exceptionally well. One of the key reasons I started collecting NOW is the company's decision to raise its full-year Now Assist AI revenue target by 50%, from $1 billion to $1.5 billion. Management highlighted that customer demand for AI Agent solutions has significantly exceeded expectations, with larger deal sizes and stronger re

$Destiny Tech100 Inc(DXYZ)$ The market is entering full speculation mode again, and one of the stocks sitting at the center of this frenzy is DXYZ. I fully understand that the valuation looks stretched, the volatility is extreme, and the fundamentals alone may not justify the current price action. But sometimes the market is not trading on fundamentals — it is trading on narrative, momentum, and hype. With the long-awaited SpaceX IPO potentially approaching around mid-June, I believe DXYZ could become one of the market's favorite speculative vehicles tied to the private-space ecosystem. What attracts me most is not the long-term valuation, but the short-term psychology behind the trade. Every time the market gets close to a historic IPO, trad

3 companies spotted for each country, 15 in total. 1. New Zealand (AIZ ; FCG ; SPK) 2. Australia (QAN ; BHP ; Atlassian) 3. US (AAPL ; TSLA ; NKE) 4. China (Tencent ; Alibaba ; BYD) 5. Singapore (DBS ; Grab ; SIA) @Tiger_SG @TigerStars @Tiger_comments @TigerEvents

I see the gold pullback as a rotation and liquidity-driven correction, not a structural breakdown. ETF outflows reversing last year’s inflows explain much of the weakness, while central bank buying still supports the long-term floor. On bank views, I sit between extremes: JPMorgan’s $JPMorgan Chase(JPM)$ bullish long-term debasement case versus Citi’s $Citigroup(C)$ near-term caution from rates and AI-driven risk-on flows. I’m cautious short term but not bearish on the broader cycle. For ETF flows, I wouldn’t follow the selling, but I also woul

Personally, I’m still most bullish on AI storage and infrastructure. The bottlenecks are shifting from GPUs toward HBM memory, data centers, optical connectivity, and power. That’s why $Roundhill Memory ETF(DRAM)$ and $Tortoise AI Infrastructure ETF(TCAI)$ stand out most to me, as both benefit directly from long-term AI infrastructure demand. NASA is also very interesting because the $SpaceX(SPCX)$ IPO co

This week in Singapore feels like a true double celebration with Hari Raya Haji and the upcoming Vesak Day long weekend. I enjoyed good food like rendang with family during the holiday, and now I’m looking forward to the peaceful festive vibes ahead. For Vesak Day, I’m considering checking out the Drikung Choling Temple 25th Anniversary event near NEX. The giant Thangka, candlelight parade, and community activities sound like a meaningful way to spend the weekend. Wishing everyone a calm and happy long weekend! My festival blessing would be: “Peace and happiness to all… and I’m definitely going for more vegetarian food and local treats this holiday!” 😊 Hope everyone gets to enjoy this festive break in their own special way. @

$Palantir Technologies Inc.(PLTR)$ I continue to slowly DCA into Palantir during this massive pullback because my long-term conviction in the company has not changed. In fact, the correction is exactly the kind of volatility I expect from a high-growth AI and software stock. Instead of chasing strength, I prefer adding gradually when sentiment turns fearful and the market starts questioning the story again. What keeps me bullish on Palantir is its positioning at the intersection of AI, defense, government infrastructure, and enterprise software. Very few companies today have deep relationships with both governments and commercial customers while also building real-world AI deployment platforms. Palantir is no longer just a "data analytics com

$Destiny Tech100 Inc(DXYZ)$ I opened a position in DXYZ during the recent pullback, and the main reason is simple — SpaceX. With SpaceX widely expected to IPO in June, I believe market attention around anything related to the company could become extremely intense over the next few weeks. DXYZ holds exposure to SpaceX, and in this kind of market environment, narrative and momentum can move faster than fundamentals. To me, this is not a long-term value investment. This is a tactical trade to ride the potential hype cycle surrounding one of the most anticipated IPO stories in years. SpaceX is not just another private company — it represents AI, space, defense, satellites, robotics, and Elon Musk's ecosystem all combined into one giant market na

I’m currently most bullish on Stage 2 — memory, especially $Micron Technology(MU)$ . HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run. I also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like $COHERENT(COHR)$ and $POET Technologies Inc(POET)$ increasingly interesting. AI is no longer just ab

I think the most interesting way I’d play the $SpaceX(SPCX)$ setup is still indirect exposure through quality compounders rather than trying to force direct IPO access. Alphabet & Tesla work better for me as embedded options on the SpaceX story, since I get diversified upside without underwriting a single-asset listing outcome. I’m cautious about EchoStar’s implied NAV discount. Even if the math looks attractive, the repricing depends on how the market values illiquid SpaceX equity once SPCX starts trading & I don’t fully trust that discount to close cleanly in the short term. Rocket Lab is the most interesting “second-order SpaceX bet,” but I think a lot of optimism is already priced in after the rally. I see it more as a momentum and e

What stands out to me about SpaceX is how unusual its incentives are. Instead of EPS or stock targets, the ultimate goal is a 1 million-person Mars colony, which reframes even its S-1 narratives as steps toward a long-term civilization plan. Operationally, the dominance is already clear: SpaceX leads global orbital launches with reusable rockets, and Falcon 9 has reshaped launch economics. Starlink, now with 10M+ users, turns that cost advantage into a real, scaling business. For me, it’s less about traditional valuation and more a long-duration bet on execution and vision. The premium exists because the company is aligned with a decades-long roadmap that either feels implausible or inevitable, depending on what you believe. Ultimately, the question is whether this level of ambition can c

$EQT Corp(EQT)$ EQT has become one of my favorite energy names to DCA into at the current stage of the market cycle. The biggest reason is simple: EQT controls one of the strongest natural gas asset bases in the United States, and demand for natural gas is entering a multi-year structural expansion. Between AI data centers, power generation growth, LNG exports, and industrial demand, the market is beginning to realize that natural gas may remain one of the most important transition fuels for much longer than expected. EQT is positioned directly at the center of that trend. Another reason I continue accumulating EQT is the company's improving financial discipline. Unlike older energy cycles where producers aggressively overspent during rallies,

SpaceX’s S-1 confirms Starlink is the real engine. Connectivity now drives over 60% of revenue with strong margins, while Launch mainly supports cheaper and faster satellite expansion. SpaceX increasingly looks like a global communications platform, not just a rocket company. The AI division is the biggest question mark. Losing billions with huge CapEx is risky, but Musk is clearly betting on combining X, Grok, Starlink, and orbital infrastructure into one ecosystem. Whether that deserves a large part of the $1.8T valuation is what investors need to decide. I think today’s valuation is mostly pricing Starlink, while Starship and AI are the long-term upside. If both execute well, SpaceX could become the satellite-era version of Amazon. The IPO also feels more like a funding round for futur

My stock in focus today will be $NVIDIA(NVDA)$  after another monster earnings report that continues to reshape the AI narrative. Q1 revenue surged 85% YoY to US$81.6 billion, while Q2 guidance came in at US$91 billion, implying nearly 95% growth. This also marks the third consecutive quarter of accelerating annual growth and the 14th straight quarter of sequential growth. Free cash flow hit a record US$48.6 billion, while shareholder returns reached US$20 billion. What stood out to me most was the changing structure of Nvidia's growth engine. The company split its data center business into Hyperscale and ACIE segments, and both are now approaching similar scale. ACIE, which includes enterprise AI, industrial AI