@Shyon:$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to accumulate SOXL using a dollar-cost averaging (DCA) approach because it aligns with how I view long-term semiconductor growth rather than short-term price movements. SOXL is inherently volatile due to its leveraged structure, and trying to time perfect entry points is, in my experience, more luck than skill. By spreading my entries over time, I stay invested in the structural upside of the semiconductor cycle without letting short-term noise dictate my decisions. Another key reason is my conviction in the long-term demand drivers behind semiconductors. AI, data centers, high-performance computing, and advanced manufacturing are not temporary trends—they are becoming core infra

@Huat99:$Singtel(Z74.SI)$ Is the +50% run in Singtel ($Z74.SI) sustainable? The data points to a textbook structural turnaround. 🔄 We are witnessing a "Positive Cycle Handoff." The defensive phase of FY23-24—marked by "kitchen sink" impairments at Optus and shedding loss-makers like Trustwave—is largely complete. Now, Singtel is weaponizing its balance sheet. By aggressively recycling capital from legacy asset sales (Airtel stakes, Comcentre), they are funding a massive offensive pivot. The focus has shifted squarely to scaling AI-ready data centers via Nxera, capitalizing on structural ARPU growth at Airtel, and executing a S$2B share buyback program. The narrative has moved from "restructuring for survival" to "structural value realization."

@Gunners80:$Adobe(ADBE)$ Bought some

@Vikedios:$ADBE 20260102 385.0 PUT$ finally up

@ARKK Investment Tracker:ARKK Investment Tracker position change: Increased position in Taiwan Semiconductor Manufacturing by 1,368 shares, the number of shares held increased 0.41% compared to the previous period and now represents 1.32% of the total position.