$Taiwan Semiconductor Manufacturing(TSM)$  just gave investors another reason to pay attention. Taiwan Semiconductor jumped 2.75% to a record $485.80 after Elon Musk confirmed that early discussions are underway around the proposed Terafab project. That matters because the market isn’t just watching who ultimately gets the manufacturing contract. It’s watching who controls the leading-edge capacity behind the next wave of chips. And TSMC is already sitting at the centre of that conversation. The interesting part is that Terafab doesn’t need to become a massive confirmed order tomorrow for TSMC to remain relevant. If Musk’s ambitions require advanced semiconductor manufacturing, TSMC is naturally one of the companies investors will keep wa

Something unusual is happening on Wall Street. The Nasdaq just closed at a record 27,477.31, gaining 1.05%. The S&P 500 added 0.66%, while QQQ climbed 0.88%. And at the same time, the 10-year Treasury yield pushed above 5.3%, its highest level since 2002.  Normally, that combination would make investors nervous. Higher long-term yields increase the discount rate applied to future earnings, making expensive growth stocks harder to justify. Yet tech is still climbing. So what is holding the Nasdaq up? Earnings. The bullish argument is that earnings growth — particularly from the biggest technology companies — is strong enough to offset the pressure from higher rates. Nvidia, Microsoft, Meta and Tesla all helped drive Monday’s advance, with Nvidia reaching another record.  But there is

One headline. Three very different market reactions. TSMC jumped 2.75% to a record $485.80 after Elon Musk confirmed that discussions are underway with TSMC around the proposed Terafab project. SpaceX surged 7.63% to $171.09. And Intel? Down 2.63% to $116.19 — the clear semiconductor laggard. That reaction tells an interesting story. Intel had previously been the only publicly named foundry partner connected to Musk’s chip ambitions. Now that TSMC is reportedly part of the conversation, investors appear to be reassessing just how much of that potential opportunity Intel can ultimately capture. But there’s another side to this trade. If Terafab requires leading-edge manufacturing capacity, TSMC could potentially benefit regardless of exactly how the final partnership is structured. That exp

Friday looked ugly for the memory and HDD trade. Then Monday told a very different story. $Western Digital(WDC)$  jumped 6.34% to $441.64, while $Seagate Technology PLC(STX)$  gained 4.49% to $887.09, clawing back part of Friday’s 10%+ selloff. The trigger? Investors appear to be reassessing fears around Toshiba’s planned capacity expansion. Bernstein called the panic a “storm in a teacup”, maintaining Outperform ratings on both WDC and STX. The argument is simple: even if Toshiba significantly expands capacity, execution takes time — and current supply still looks well short of demand. But there’s an important detail. Not everything in the memory complex bounced.

For me, B is the standout because CRWV sits right at the intersection of huge AI infrastructure demand and equally huge capital requirements. The bull case is powerful, but the bears have plenty to argue about too.

Singapore has a strong starting position, but I think B is the most realistic answer. Infrastructure and investment can attract AI companies, but talent will ultimately decide who becomes a true AI hub. The regional race is only getting more competitive.

$Tesla Motors(TSLA)$  just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce

$NVIDIA(NVDA)$  just put $235 billion behind its own stock. That sounds like an enormous vote of confidence. On September 28, Nvidia’s board added another $150 billion to its share-repurchase authorization, taking the remaining authorization to $235 billion through fiscal 2028. Nvidia described it as the largest increase to a buyback authorization in history.  Then came the market reaction. Nvidia hit an intraday record of $237.88 on Friday before closing at $233.95, up 1.34%. Its market value finished around $5.7 trillion.  But here’s the question I keep coming back to: At these prices, is buying back stock the best use of Nvidia’s enormous cash flow? The bull case is straightforward. Buybacks reduce the number of shares outstanding,

The September jobs report delivered a big surprise. US employers added just 29,000 jobs, well below expectations, while unemployment edged up to 4.2%. Previous months were also revised lower, leaving July and August payrolls a combined 60,000 below earlier estimates.  Wage growth also slowed, with average hourly earnings up 3.0% over the past year.  That quickly changed the rate outlook. Markets now see a much lower probability of an October Fed hike, although a December increase remains possible.  Stocks loved it. The Nasdaq hit a record high, while the S&P 500, Dow and QQQ all finished higher. But then something interesting happened. The 10-year Treasury yield initially fell — then reversed sharply and finished around 5.28%, near its highest level in years.  That creates an unusu

Everyone is watching the AI chips. But what if the next bottleneck isn’t compute? It’s bandwidth. That’s why $Celestica(CLS)$ is my Stock of the Day. As AI data centres become larger and more complex, moving data between GPUs, servers and networks is becoming increasingly important. Celestica is gaining attention as a major networking and AI infrastructure player. CLS gives investors exposure to the AI buildout without being another headline GPU stock. And that’s the interesting part. The market has already rewarded many of the obvious AI winners. The next phase could be about finding the companies solving the infrastructure problems created by increasingly massive AI clusters. 🎯 What I’m watching Celestica’s growth in AI-related infrastructur

$Vanguard Total World Stock ETF(VT)$ A small dip in VT doesn’t change the bigger picture. It’s a globally diversified ETF, so short-term moves are part of the ride. Sometimes the boring, diversified option is exactly what you want when markets get noisy. 

Markets can change quickly. One day momentum stocks are running. The next, traders are rotating into defensives, commodities or smaller names that suddenly catch volume. That’s what makes trading interesting — there’s rarely just one opportunity. 📈 What I’m watching: • Stocks showing unusual volume • Breakouts with strong momentum • Pullbacks that could offer better entries • Stocks holding support despite market weakness • Names where sentiment is starting to shift I’m less interested in chasing a stock simply because it’s already running. For me, the more interesting setup is finding a stock before the crowd fully notices it. Volume is often one of the first clues. When price starts moving alongside a meaningful increase in volume, it can signal that something has changed — whether that’

$Tesla Motors(TSLA)$ is one of those stocks where the debate has moved far beyond quarterly vehicle deliveries. The bigger question is whether Tesla can evolve from an electric-vehicle company into a broader technology and infrastructure platform — with autonomy, robotics and energy potentially becoming much larger parts of the story. 🚗 EVs are still the foundation Tesla remains one of the most recognizable EV brands globally, but the auto business is also where investors can see the biggest challenges: competition, pricing pressure and the need to keep expanding demand. That makes the next phase particularly important. 🤖 The autonomy question If Tesla’s autonomous-driving ambitions translate into a meaningful commercial business, the economi

AI is no longer just helping people research stocks. Some AI agents are now actually trading them. Robinhood says more than 150,000 customers have opened agentic trading accounts since the service launched in May, and AI agents are using Robinhood’s tools almost 30 million times a day.  So what are these AI traders buying? In one test, AI agents from Claude, Gemini and ChatGPT were each given $500 and asked to trade stocks and ETFs. The results were very different. Claude made 2.9%, Gemini gained 0.9%, while ChatGPT lost 0.7% over the three-day test. Claude and ChatGPT mainly followed momentum strategies, while Gemini focused heavily on Nvidia.  That part really caught my attention. AI agents don’t all “think” the same way. Give them the same money and the same market, and they can still

Still working towards mine! 😅 This year has had its ups and downs, with some good calls, a few mistakes, and plenty of lessons along the way. I’ve learned that investing is a long game, and not every move needs to be perfect. There’s still time left in 2026, so I’m keeping focused on my goals and making the most of the opportunities ahead. For anyone still chasing their goals too — keep going! Every step forward counts, even when it doesn’t feel like it. We’ve still got time to finish the year strong. 💪📈

$Amazon.com(AMZN)$  is looking at a different way to pay for its huge AI spending. Reports say Amazon is considering moving about $8 billion of Nvidia AI chips into a special company called an SPV. Outside investors would help fund the chips. Amazon would then lease the chips back and continue using them for AWS and AI. The interesting part? The outside investors could receive up to a 10% equity stake in the SPV, meaning they would have an ownership interest in the company holding the chips. Why does this matter? AI chips are extremely expensive, and Amazon is spending billions on data centres and computing power. Instead of Amazon paying for all the chips itself, outside investors could help fund them. This could reduce the amount of mo

Everyone is watching Nvidia and the big AI data centres. I’m looking at a different part of the semiconductor chain. $ON Semiconductor(ON)$ Semiconductor makes chips focused on power management, sensing and control — important technologies for cars, industrial equipment, automation and AI infrastructure. The big catalyst right now is its planned acquisition of Synaptics. So what does Synaptics actually do? Synaptics develops chips and technology that help connected devices see, hear, connect and interact. Its products cover touch and display, biometrics, wireless connectivity, audio, video, vision and security processing. It also has Astra, an AI-native platform designed to bring AI processing directly into devices rather than relying entirely

B — Hyperscaler AI capex. The biggest question for me is whether spending keeps accelerating or starts getting more selective. That could have a major ripple effect across GPUs, networking, data centres and the wider AI supply chain.

I’d pick D — whether AI can actually justify the spending. The investment in chips, data centres and infrastructure is enormous, so eventually the numbers have to catch up with the narrative. Revenue growth, margins and actual returns on that spending will tell us whether the AI boom is creating durable profits or simply requiring bigger and bigger investment.

If I had $100,000 in SRS with a 10+ year horizon, I wouldn’t want it sitting entirely in cash. I’d be more comfortable with a diversified mix, using broad ETFs as the core and adding some individual stocks or REITs for different sources of growth and income. With that kind of timeframe, I’d be more focused on compounding and diversification than trying to time the market. The key for me would be making sure the risk level matches the long-term goal rather than chasing the highest possible return.