To The Moon

$SK Hynix, Inc.(HXSCL)$   $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   Muthu boy working extra hard flipping more prata every night — not for business expansion, but to save enough money to finally upgrade one customer into “my girlfriend” package. 😅 @Optionspuppy This is my gf. 

Don’t really understand why people subscribe to StockOracle and make investing look so complicated. Today, ChatGPT can already handle most of the heavy lifting for research and analysis. The problem is some people focus too much on churned-out numbers and spreadsheet models — tweaking Excel cells until the outcome matches what they already want to believe. That’s not investing, that’s just fitting the narrative to the conclusion. You manually key in Year 1–5 growth at 18%, then slow it to 12% for Years 6–10, and suddenly the software spits out a $220 target price for ORCL. The outcome was already determined the moment you chose conservative growth assumptions. Of course the intrinsic value comes out low. This is classic garbage in, garbage out — nothing magical, nothing intelligent. It’s b

Muthu boy research report — Saturday prata shop closed for the day, apron off, flipping charts instead of prata. Today, instead of serving kosong and egg, I sit down and dig into this company called $Everpure(P)$   (formerly Pure Storage). Confirmed early 2026 rebrand story, but the core business still same beast: high-performance all-flash enterprise storage, software-defined data platform, and subscription-based services targeting AI, cloud, and database workloads. 🔍 What Muthu boy found (verified, not kopi tiam rumours) Everpure is basically a “no more HDD era” play — they push full flash storage systems using premium NAND from Samsung and SK Hynix, plus their own controllers and flash modules (DFM architecture). Instead of legacy storag

This looks positive for $Hims & Hers Health Inc.(HIMS)$   HIMS came under pressure after Marty Makary’s FDA crackdown on compounded GLP-1s. The February 2026 announcement targeted mass-marketed compounded versions sold by firms like Hims over safety and quality concerns, triggering a sharp selloff and raising pressure on the company’s core telehealth and compounding business model. With his removal, the market may start pricing in the possibility of lighter enforcement on compounding and telehealth services — an area that remains central to HIMS’ competitive positioning against and . Near term, sentiment could turn more bullish if investors believe regulatory risks may ease.

The AI narrative is shifting rapidly right now, moving away from simple "chatbots" toward autonomous action (agents) and massive backend infrastructure utilization.  ​1. The Real Money is in the Plumbing (AI Infrastructure) $Oracle(ORCL)$   $Amazon.com(AMZN)$   $Microsoft(MSFT)$   $Alphabet(GOOG)$   ​The Token Explosion: As AI agents like OpenAI's OpenClaw and Google's Remy perform multi-step, background tasks (e.g., checking your calendar, reading 50 emails, drafting a response, and coordinating with another app), they consume exponentially more tokens than a human typing a s

The Oracle ($Oracle(ORCL)$  ) story ah… this one not finished cooking yet. The rally just like your kosong prata — still flipping, not even serve yet 🚀 Now you see ah, last time all the customers queue at Claude Code (Antrophic) stall. But recently, more and more people walk over to Codex side. Why? Taste already similar… but Codex (OpenAI) got bigger kitchen, more firepower. Cook faster, serve faster. This kind of habit ah, once customer switch, very hard to go back one. Sticky like egg on your prata pan. Now come the interesting part. Oracle like the shop owner who partner with the biggest supplier OpenAI. While others still thinking whether to buy more flour, Oracle already go take big loan, build h

​The David and Goliath of E-Commerce: GameStop’s Quest for eBay $GameStop(GME)$   $eBay(EBAY)$   @TigerObserver  @TigerPM  @Daily_Discussion  @MillionaireTiger  @TigerStars   ​1. The Unthinkable Headline ​It started with a bombshell from the Wall Street Journal: GameStop is preparing an offer for eBay. At first glance, the math looks broken. GameStop, a company valued at $12 billion that most

$Oracle(ORCL)$  : The $553 Billion Blind Spot… and a Bigger AI War Nobody Is Pricing In There are moments in markets where the data is obvious… but the narrative refuses to catch up. In my view, Oracle ($ORCL) is one of those situations. Everyone is staring at: Capex Debt Short-term cash burn But almost nobody is properly pricing in: 👉 A $553 billion backlog that could redefine Oracle’s long-term earnings power. That gap between fear and reality is where the story gets interesting. This Isn’t the Same Oracle Anymore Old Oracle was simple: Databases High-margin software Slow, predictable growth New Oracle is something else entirely: 👉 AI infrastructure + cloud hyperscale ambitions And that shift is exactly why pe

Had lunch with a friend yesterday. On IG, he looks like he’s made it—no 9-to-6, posting late-night US market wins, living that “financial freedom” life. I thought he cracked the code. He didn’t. He’s actually scared. He just turned 28 and said something that stuck with me: “I’m winning in the market, but losing in life.” 🚀 The Windfall That Changed Everything Three years ago, he was a fresh grad at a local bank. Started dabbling in Nvidia, IONQ, and Coherent, mixing in options and crypto. Within two years, he pulled off a high six-figure run. That kind of money, that fast, rewires your brain. One green candle out-earned his entire monthly salary. Naturally, he thought: “Why grind for peanuts?” So he quit. Went full-time. Selling covered calls for “passive income.” 🍱 The “GrabFood & Gam

Everyone is still chasing chips like it’s 2024. But the real trade for 2026? It’s shifting—fast. Goldman Sachs’ Toshiya Hari just made a call most people will dismiss: 👉 Overweight hyperscalers, underweight semiconductors. Sounds wrong… until you understand the setup. The Market Is Pricing AI Backwards Chips already had their run Philadelphia Semiconductor Index up ~150% Trading at premium valuations Meanwhile: $Amazon.com(AMZN)$   $Microsoft(MSFT)$   $Alphabet(GOOG)$   $Meta Platforms, Inc.(META)$