👾 Maybe It's Justified. The headlines are impossible to ignore: OpenAI keeps signing multi-billion dollar deals with$NVIDIA(NVDA)$ ,$Broadcom(AVGO)$ ,$Advanced Micro Devices(AMD)$ ,$Oracle(ORCL)$ and other tech giants. It's tempting to label this frenzy a bubble, driven by hype and FOMO. But before jumping to that conclusion, it's worth considering the strategic rationale behind these moves, and why OpenAI's positioning may actually be durable. 🤖First-Mover Advantage in AI Infrastructure OpenAI isn't just a software company. Its aggressive investments in AI infrastructure - massive GPU
YiSquared
Investor. Engineer. Mainly focused in tech. Not official financial advice. Do your own research.
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The US-Australia REE framework though still in the paper stage with no concrete projects yet, is crucial mostly in a geopolitical sense. Australia depends on both the US and China for its unique government structure - US as a security ally with Australia fighting alongside Western countries since WW1, and China as its economic “ally”. Australia relies on China (and many SEA countries) as its largest trading partner, however it is worth noting that Australia continues to deny the relationship between the two.
@Barcode:💥🌏⚙️ Rare Earths Reckoning: Why Trump’s “Boom” Rhetoric Masks a Multi-Year Marathon to Break China’s Stranglehold ⚙️🌏💥
OpenAI: Is the Hype justified or a Bubble? A counterpoint.
OpenAI: Is the Hype justified or a Bubble? A counterpoint.
$ACHR 20251121 10.0 CALL$ As the Artificial Intelligence space heats up,$Archer Aviation Inc.(ACHR)$ not-so-quietly takes market share with a $Tesla Motors(TSLA)$ collaboration rumour. Even without this speculative news, I'm still long $Archer Aviation Inc.(ACHR)$ for their Midnight eVTOL aircraft, which successfully demonstrated over the weekend at an airshow. The Midnight eVTOL aircraft is capable of carrying 4 passengers and a pilot for back-to-back trips of approx. 20 miles (~32,187 metres). What sets Archer apart is its AI pipeline - they're building
@YiSquared:🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
True Neutral turned Lawful Good as I get older. The Mid-Autumn moon reminds me of why I enjoy quiet nights - it never rushes, never competes, just shines when it’s time. True light that doesn’t have to shout to be seen. Happy Moon Festival! 🌕🥮🐰
Predicting $438
🚀 DroneShield (ASX:DRO) Joins the S&P/ASX200 as Defence Opportunities Expand 🚀 $DRONESHIELD LTD(DRO.AU)$ $S&P/ASX 200(XJO.AU)$ $Vaneck Global Defence Etf(DFND.AU)$ $Global X Defence Tech ETF(DTEC.AU)$ 5th September 2025 marks a milestone for Australian defence technology company$DRONESHIELD LTD(DRO.AU)$ , with the counter-drone specialist officially selected for inclusion in the S&P/ASX200 index. The inclusion highlights the company's growing market presence, underpinned by a strong run of contract wins and expanding o
$OPEN 20250822 5.0 CALL$ Coffee moolaah
$Firefly Aerospace Inc.(FLY)$ $Rocket Lab USA, Inc.(RKLB)$ Firefly Aerospace’s IPO under ticker FLY is gaining attention due to its unique position in the space launch market. With its Alpha rocket delivering 1,300 kg to LEO, Firefly targets a gap between smallsat rideshares and large-scale missions, especially for defense and rapid-response needs. Its standout moment came in 2023 with the Victus Nox mission, launching just 27 hours after orders - unmatched by competitors. Backed by contracts from the U.S. Space Force, NASA, and DARPA, Firefly has real government traction. While its cost per kg is higher than SpaceX Falcon 9 rideshare, its value lies in speed and flexibility, not bulk discounting. If
$AAPL 20250808 212.5 CALL$ $Apple(AAPL)$ I capitalised on the market pump since Apple reported better than expected iPhone sales and being proactive in the Artificial Intelligence race with their AKI problem-solving team establishment. I did, however, got in very early so theta wasn't great. An AAPL a day keeps the bears away. @DailyTradingInsights @Daily_Discussion @Tiger_SG @TigerObserver
🔋Vulcan: Europe's Lithium Ace still Flying Under the Radar (ASX.VUL)🔋 $Tesla Motors(TSLA)$ $BYD Co., Ltd.(BYDDF)$ $iShares Global Energy ETF(IXC)$ $VANECK GLOBAL CLEAN ENERGY E(CLNE.AU)$ Vulcan $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ is a pioneering Australian-based company focused on producing Zero-Carbon Lithium™ - battery-grade lithium extracted from geothermal brine, powered entirely by geothermal energy. No evaporation ponds, no fossil fuels. It is just a closed loop, carbo-neutral process operating in Germany’s Upper Rhine Valley. &nbs
$NBIS 20250718 60.0 CALL$ $NEBIUS(NBIS)$ directly benefits from the rising demand of generative AI and the growing need for specialised GPU infrastructure. It recently sees a "Buy" rating from Goldman Sachs with a price target of US$68. Coupled with the US investment plan announced (check it out on my earlier post), this is a no-brainer trade. I locked in profit and resetting cheaper with another position. @DailyTradingInsights @Daily_Discussion @Tiger_SG @TigerStars
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
🚀 DroneShield has reached a new all-time high, reflecting growing market recognition of its advanced counter-drone technology and expanding global footprint 🚀 $DRONESHIELD LTD(DRO.AU)$ $Vaneck Global Defence Etf(DFND.AU)$ The company's multi-sensor systems utilize sophisticated RF detection, AI-based threat classification, and adaptive jamming capabilities - positioning it as a leader in next-generation drone defense solutions. Its recent AU$61.6M European military defense contract and significant investments in manufacturing capacity demonstrate both robust demand and operational scalability. From an engineering perspective, DroneShield's integration of real-time signal processing
$Robinhood(HOOD)$ $Tiger Brokers(TIGR)$ $Robinhood(HOOD)$ 's rapid rise - from zero-commission disruptor to a platform with over $23 million funded accounts and $130 billion in AUC - is more than just a US fintech success story. It highlights a global shift: investing is becoming younger, mobile-first, and deeply embedded in lifestyle. That same dynamic is playing out across Asia, and it's where companies like $Tiger Brokers(TIGR)$ come in. Looking at Robinhood, I see the trajectory of Tiger's future: - Mobile-first investing is winning with a new generation of investors - Retail participat
$Tiger Brokers(TIGR)$ is rallying strong today - worth a closer look before the momentum runs away. @Tiger_SG @DailyTradingInsights @Daily_Discussion
$BRAINCHIP HOLDINGS LTD(BRN.AU)$ $Brainchip Holdings Ltd.(BRCHF)$ $Taiwan Semiconductor Manufacturing(TSM)$ $iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 🧠 $BRAINCHIP HOLDINGS LTD - Neuromorphic AI Technology 🧠 BrainChip Holdings Ltd (ASX: BRN) is an Australian semiconductor company pioneering neuromorphic computing, which mimics the brain’s neural networks for highly efficient, low-power AI. This post looks objectively at BrainChip’s technology, key partnerships, its NASA contract, pla
$TIGR 20250801 10.0 CALL$ $Tiger Brokers(TIGR)$ volatility exceeding expectations. Is it going to hit $12+?
$DRONESHIELD LTD(DRO.AU)$ 🚀 DroneShield (ASX: DRO) Surges 17% on AU$61.6M European Military Contract 🚀 DroneShield just secured its largest single order ever — a massive AU$61.6 million contract with a European military customer via a private reseller. This deal alone exceeds last year’s total revenue of AU$57.5M, highlighting the explosive demand for its cutting-edge counter-drone systems. 📦 The contract covers handheld detection and counter-drone devices, set for delivery in Q3 2025. 💥 I've written about this stock in 2024 when it was AU$0.625/share. Now, this milestone confirms DroneShield’s growing footprint in the European defense market and underscores the urgent global need for advanced drone security tech. With record contra
$SOXL 20250711 23.0 CALL$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Locked in profit. One more going.
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