To The Moon

 Is there anything more exhausting than managing "The Untouchable Employee"? My boss  handed me his favourite employee to manage, saying she’ll be helping me with my workload.  ​You know the one. 20+ years of experience, a toxic temper, and a direct line to the big bosses that makes her feel invincible. ​I’ve been trying to lead this "expert" with total respect for 3 months. I gave her space, I didn't micro-manage, and I spent my days being the "cushion" between her and the team she yells at. ​But let’s talk about the reality of "expertise" : ❌ The Manual Trap: She claims to be "so busy," but it’s because she refuses to automate manual data entry. She doesn't know how to use power automate, power BI, Microsoft Lists etc. But she remembers things with almost superhuman accura

Bloomberg post today on OpenAI's push to robotics.[Miser]  [Miser]   This is an asymmetrical long on the scale-up of robotics Tesla Optimus builds on Sanhua & Tuopu (suppliers for actuators), which uses Stratasys. Basically: They've solved the robotics bottleneck by creating lightweight frames that replace heavy metal and Boston Dynamics and other Robotics build their frames on. So at the bottom of the robotics supply chain is $Stratasys(SSYS)$   where the former robotics metal frames ->plastic. Eg (structural limbs of Atlas). As robotics scales up -> so does their revenue. Extremely low downside risk with $255.0 Million in cash, no debt. FY 2025 Revenue: Guided at $550M – $560M: 45.3% gross margins (very hi

The U.S. just dropped a Section 232 bombshell: $MP Materials Corp.(MP)$   $Ucore Rare Metals, Inc.(UURAF)$   $Energy Fuels(UUUU)$   $Metallium Limited(MTMCF)$   $American Resources Corporation(AREC)$   For the first time ever, processed critical minerals — rare earth magnets, battery metals, defense alloys — are officially labeled a national security risk. 😳🇺🇸 The President basically said: “Fix our supply chains in 180 days… or we’re slapping tariffs, import limits, maybe even price floors.” Translation? 👉 It’s no longer about mining the rocks. 👉 It’s ab

Breaking news: Officials from Greenland and Denmark have arrived at the White House to discuss the potential purchase of Greenland. Looks like the sale might actually happen — it’s just a matter of negotiating the right price

Today I am the happy Muthu boy. $AXT Inc(AXTI)$   dumped for three days straight, then decided to mambo-jumbo sinusoidal between gain and loss just to test my mental health. I still accumulated like a Labubu with conviction.  Sold off my Labubu pillows. Living on roti prata kosong. But in the end, perseverance slapped back with profits.

Listen, don’t say I didn’t warn you. $AgEagle Aerial Systems, Inc.(UAVS)$   is exactly like one of those fake prata stalls that suddenly pop up at 2 a.m. in an empty carpark or industrial estate.  From far away it smells amazing, lights blazing, music pumping. You walk up, and the guy behind the counter goes: “Special promotion! Prepaid card right now — load $100, get $200 worth of prata credit! Only $1.23 per piece if you preload, that’s 75% below normal price!  Crispy, tasty, best deal in town.  This business is going to explode — we’re opening ten more stalls soon.  Load up while you can! It sounds too good to be true, right? So you hand over your cash or transfer via app, they hand you a shiny plastic “prata membe

If you’re wondering why $Intel(INTC)$   is soaring — Trump accidentally revealed in an interview that Apple invested.” @TigerObserver  @TigerStars  @TigerPM  @Tiger_comments  @TigerObserver  @Daily_Discussion  

I’d pick McD’s Milo over coffeeshop Milo any day ​I understand inflation is real, but this is getting ridiculous. I just saw a report of a coffee shop charging $5.00 for an Iced Milo. $5?! For a drink that’s usually diluted and half-filled with ice? 🧊🙄 ​Compare that to my McDonald’s order: ​McDonald’s: $5.35 for a Chicken Muffin + Hash Brown + Hot Milo. A whole meal! 🍔 ​Coffee Shop: $5.00 for... just one cup of Milo. ☕ ​Why McDonald’s wins every time: ​Consistency: The Milo is thick, malty, and actually tastes like Milo—not brown water. 🍫 ​Quality: It never disappoints. You know exactly what you’re getting. ​Value: For 35 cents more than that "luxury" coffee shop drink, I get breakfast too.

Senior was on MC today, so I had to meet an important client who everyone said was super fussy and aggressive. I prepared everything last minute, and my presentation honestly wasn’t great. He asked quite a few questions and I didn’t answer some of them well, but somehow he still said I was passionate and professional. He even emailed my bosses to praise me, and the deal was sealed. Honestly, I didn’t put in that much effort maybe just luck. But I’m quite happy today. [Happy]  [Happy]  

While everyone FOMOs into the big AI names, the real alpha is coming from the quiet picks-and-shovels beasts printing fundamentals + riding policy tailwinds. 1️⃣ What even is $Acm Research Inc.(ACMR)$   & why is the moat so thick? Leading supplier of advanced wafer cleaning, electroplating, polishing, PECVD/ALD & track systems High-throughput tools → better yield, lower CoO, less waste Deep proprietary tech + patents = fab-level switching costs (nobody swaps tools for fun) China sub (ACM Shanghai) is perfectly placed for the domestic boom Strong exposure to DRAM/NAND, where demand is sticky and