Ah_Meng
Ah_Meng
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avatarAh_Meng
06-22 10:41
$Elixir Energy Ltd(EXR.AU)$ The share price hits a recent top of 18 cents during the peak of US-Iranian-Israeli war before correcting back. The question on many people minds is if peace is finally here and the Strait of Hormuz is finally opened for good... it appears to be so with recent events, Trump urging constraint from Israeli despite the fighting going on in Lebanon. Iran also only briefly returned fire when US did their target strikes around its coastal region. Negotiations in Switzerland have just been completed and a roadmap has been agreed upon by both parties. In theory, this doesn't look too good for oil and gas play like Elixir Energy. On a broader picture, nothing much really changes for oil and gas play. With infrastructure in the
avatarAh_Meng
06-21 22:42
$Silvercorp Metals Inc(SVM)$ sharing for coins... nearly forgot about it... World Cup has turned my hours upside down... 🙃 even when US trading hours are the same time, my struggle is between sleep and watching for possible goals! [Facepalm]  [Tongue]  [Silence]  It is once every 4 years after all, never mind COVID... Silver price crushed lately, leading to not so favourable Silvercorp Metals pricing. The RSI is closer to 30 (oversold) than 70. The MACD is also on the negative. So yes, Silvercorp doesn't look good at the moment with inflation in US and the rest of the world pushing central banks to either raise rates or looking into raising. However, with oil prices coming down as the US-Iranian war (Israeli too) winding down a littl
avatarAh_Meng
06-21 12:05
I agree with you... having said that, SpaceX value is crazy with a crazily small free float, so it's a manipulated stock to begin with. The valuation could also be adjusted if SpaceX crashed to a couple of dollars or even less than a dollar... but given that it is a manipulated stock, this likely won't happen in the near future. What more likely to happen is for the entire stock market to collapse... then SpaceX will show its true valuation...
@TimothyBarnes:$AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$  Running the numbers on ASTS using SpaceX's Starlink as a benchmark. ASTS only needs $5.5B in sales at an 80% operating margin to generate a similar $4.5B profit. Starlink's revenue is $11.4B with a 39% operating margin, yielding $4.4B. Projected margins for ASTS are expected to be closer to 90%... if all goes well, we should see around $5B by 2029. Using Starlink's 61% share of SpaceX's total revenue and a current cap of $2.38T, Starlink's implied valuation is about $1.5T. That's a 40x multiple. My price target for ASTS in 2030 is now $3500. Ap
avatarAh_Meng
06-21 11:55
Two caveats for this article: 1) the state of job market - vibrant or dead; 2) age of market participants. Sure, job hoppers might be rewarded when demands for workers are high and labour market is tight. The evolving market dynamics due to different skills set requirements, like AI related skills, will demand for fresh worker's skills anyway. As workers grow older, retrainability and adaptability come to fore. The reality is that younger generation might bring these relevant skills that older generation lack. The older ones would in turn look for more stability in job rather than simply pay hikes. The priority in life changes over time. I can only say that when young and able, explore and change all one wants... you will only get so much chances before you longed for stability over pay
@Shernice軒嬣 2000:Is Loyalty a Luxury? Why Staying at Your Job Could Cost You $105,000.
avatarAh_Meng
06-15
$HIMX 20260618 10.0 CALL$ Countdown... 4 more trading days to go... Tonight's a given... to sell or to convert... not going to make a call today, will see where this rally takes me. If it goes over the recent peak of $25, which I doubt so, I would definitely go for it. Momentum is however with the share price, so the going is good. One caution point is I have no intention to hold too many open positions. Yes, the Strait might really be opened, the market uncertainty persists nevertheless. I won't be celebrating so soon... my personal risk "premium" has gone up, not down...  Only time will tell, but before that, the next couple of days will be crucial for decision making... at least for me.
avatarAh_Meng
06-14
Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is actually the reality check on AI tech takeoff bottleneck... these shortages in raw materials are happening. It will lead to actual prices increase in all AI deliverables if they have not yet. TSMC has just issued a warning on it. It would then led to cost squeeze and possible inflation pressure. Would this be the last piece of puzzle that squeezes the world economy leading to recession and market crash? An important point to keep at the back of our mind...
@Shernice軒嬣 2000:🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨
avatarAh_Meng
06-14
$Albemarle(ALB)$ come back kid... Lithium, copper, silver... If AI is really to take off, robots, data centre, even space venture, can't do without the raw materials to build satellite and space stations. Sure, you can keep your reusable rocket 🚀, $SpaceX(SPCX)$ , I would like you to try getting to Mars without these resources... You are competing with those earthlings data centre on power supply alone. If miners run out of stock, they run out... and those useable rockets are as good as dinosaurs 🦖🦕... Good for museum displays, anyone? [Tongue]  [Chuckle]  [Evil]   Elon Musk did pull off a massive IPO and he's now an official trillionaire... I had thrown in a massi
avatarAh_Meng
06-14
$HIMX 20260618 10.0 CALL$ Last one standing... 5 more days... The question is do I convert to its principal... That's all the time I have to mull it over... @Shernice軒嬣 2000 , prata with strange sounding curry or simply fancy $Luckin Coffee Inc.(LKNCY)$  ?! [Facepalm]  [Doubt]  [Gosh] 
avatarAh_Meng
06-14
The question is which Sunday [Happy]  [Facepalm]  [Tongue]  
Trump Says Deal to End War Will Be Signed on Sunday, Iran Questions Timing
avatarAh_Meng
06-12
How to buy (the tokenised gold) outside Sg? [Tongue]
avatarAh_Meng
06-06
He has planned a bomb 💣 with it, with only slightly more than 10% free float, he’s priming for short squeeze… with him holding 85%! What right does everyone else have except him!? It is a one-sided dictatorship relationship. He can do anything he wants. Like Tesla or worst, this would be his biggest personal piggy bank… it won’t ends well…
@koolgal:🌟🌟🌟June 12 2026: Some people may mark it as SpaceX IPO Day.  I mark it as The Day My Portfolio Put On A Spacesuit. Am I bullish or bearish? Every time I try to be calm & rational about SpaceX, Elon Musk casually lands a rocket on a floating barge in the middle of the ocean like it is so easy and my bearish thoughts evaporate faster than my willpower at a dessert buffet. SpaceX isn't just another IPO.  SpaceX is the infrastructure for the next era of mankind - Space. It is the company that made the impossible -routine. It is the only business where bad quarter means the rocket landed off centre. How to stay bearish on SpaceX whose roadmap includes: Cheaper access to orbit Global internet Lunar missions Mars. Here is the truth:  Every IPO has risks & SpaceX price t
avatarAh_Meng
06-05
$Silvercorp Metals Inc(SVM)$ Today, I am doing something slightly different. Yes, I am sharing Silver related investment... again. More importantly, I want to emphasise that not all silver investments or precious metals investments are the same.  I am sure many people already heard of this. It definitely appears trivial but I will share it anyway. In middle chart is something that I hope we can take something away. What is it about? It is a 3 month chart that illustrates the performance of silver futures, with $Silvercorp Metals Inc(SVM)$ and $ProShares Ultra Silver(AGQ)$  It is very simple. As their absolute prices are very different, I hav
avatarAh_Meng
06-05
This is a specific Elon’s retailers 🪤 trap. Elon Musk had tasted yummy 😋 pudding from retailers (I don’t call these people investors because they’re not. Just blind followers.), Elon thinks this will be a better way to milk those same followers. If he could attract more into his universe, why not? I see similarities between this Elon and Trump’s behaviour. For Trump, it is tax the allies and respect his foes. For Elon, it’s more ruthless. Milk as many faithful followers as possible to enrich himself. That is exactly why he has set the absolute IPO price at an affordable $135. Many retailers don’t really understand valuation. What they see is just the absolute price and thought they have bought something super cheap! Thinking that this would be another $10,000 stock in the making… the banks
@Shernice軒嬣 2000:Elon hold 82% voting power… retail investor just eat kosong prata, no say one
avatarAh_Meng
06-05
Great reminder to one and all... @Shernice軒嬣 2000 , enjoy the sunshine... 🌞 this rally is fragile, that we know... AI will take a while before those companies could really get their investment worth... 
@Travis Hoium:Lessons From Plug Power and SunEdison
avatarAh_Meng
06-03
Definitely worth a read! The AI based euphoria and launching of SpaceX IPO would combine to suck money away from both big institutions and market alike. Stay nimble...
@JC888:US Market Collapses in June 2026 ! Huh ?
avatarAh_Meng
06-01
$HIMX 20260618 10.0 CALL$ I got my breakout! Thanks 🙏 yet again @Shernice軒嬣 2000 . Strange, the saved name still showing your old photo as I saved it instead of your updated one.  As you enjoyed a bigger break inn$Fluence Energy, Inc.(FLNC)$  I will take my small winnings here... [Tongue]  [Miser]   I had wanted to share this earlier but I was waiting for this breakout, which just happened despite no announcement aka Fluence Energy style. A win is still a win. The breakout is important if the uptrend is to stay intact. Double top risk was very real prior to this. Having said that,
avatarAh_Meng
05-31
$ProShares Ultra Silver(AGQ)$  Ran out of time. Share for coins only. To update again 
avatarAh_Meng
05-31
$Plug Power(PLUG)$  This has been at the back of my mind. AI, then semiconductors bloom, along with Trump administration forced cheerleading into quantum computing. One thing that has hiding in plain sight, energy and raw materials to keep the actual projects going... Hydrogen as part of the clean energy story, is a supporting cast in the whole story. Nuclear, solar and wind are other part of the conversation. Plug Power is slowly proving itself as a viable option as more project wins come in. It is now a real solution rather than just speculative prospect.  Next, we look at its price action from its chart. The share price of Plug Power has been moving nicely in this uptrend time period.  After hitting
avatarAh_Meng
05-27
$OGN 20260618 7.5 CALL$ As the comment suggests, yup, it's not every week or day that we need to trade to make something out of it.  $Organon & Co(OGN)$ , if you remember my post some time ago, has a takeover offer from Sun Pharmaceutical Industries (Sun Pharma), an Indian firm at $14/share. The board has agreed to the offer, pending shareholders and regulatory approvals.  At $14/share, it's a 50 cents gap from current conversion price if I do nothing and simply exercise the option when its due. Then, it's a waiting game from then on. The transaction is expected to be closed in early 2027. From now till closing, it's probably slightly less than 1 year, so if I do noth
avatarAh_Meng
05-27
Definitely shooting… my thinking 🤔 mine only, the market will continue to party till SpaceX listing… I suspect its price will shot higher even if the starting price was already super high. It will suck up those euphoria to ironically end all parties… the big whales 🐋 will leave the party 🎉 first, leaving the retailers to continue chasing the shadow of money 💰. Then, it will all come crashing down when there is no one left to pass the buck to. This is not a popular opinion… yup, just an opinion of mine, and mine only. The partygoers obviously want the party to go on forever… with war still unsettled, US fiscal debts still growing strongly, AI investment going crazy 🤪, this does not look your normal market. It’s obviously at its melt up phase… and bubble bursting could be anywhere around th
@JC888:Forget SpaceX IPO. RKLB, the Better Buy !

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