To The Moon

​Muthu boy had always dreamed of working at Pizza Hut, mostly fueled by the  fantasy that he would have endless access to "free" pizza.  However, his perspective shifted dramatically the day he stumbled across a viral video titled, "Hidden Camera Exposes Pizza Employee Smartly Eating Customers' Orders". ​In the footage, he watched in shock as a staff member carefully removed a slice from a freshly prepared pizza, seemingly trying to cover their tracks. Seeing the incident unfold—not as a harmless snack, but as a direct violation of customer trust—hit him hard. ​The experience served as a wake-up call, teaching him two vital lessons about his dream job: ​Integrity is non-negotiable:  Muthu realized that the "free pizza" myth was dangerous; eating a customer's order is no

This noon, my boss and I decided to make a pilgrimage to Havelock Road Hawker Centre to try the legendary Meng Kee Char Kway Teow. Being so close to Zion Riverside Food Centre, which is home to the famous Zion Char Kway Teow, I couldn't resist making a comparison in my mind even before the first bite. Once we arrived, we naturally split the responsibilities. I took on the "critical" task of reserving a table while relaxing with my phone. Meanwhile, my boss, the true VIP of the operation was assigned the far more demanding mission of joining the famous queue. Thirty minutes later, after patiently waiting in line, he finally returned triumphantly with two plates of char kway teow. The first thing that caught my eye was the cockles. They were impressively fresh, plump, and generousl

OpenAI is officially preparing to move beyond the browser, with recent reports indicating that the company’s first consumer hardware product will be a portable, screen-free smart speaker. $Oracle(ORCL)$   $Sonos Inc(SONO)$   $Alphabet(GOOG)$   $Amazon.com(AMZN)$   ​Designed as a "physical manifestation" of ChatGPT, the device is intended to function less like a traditional smart speaker and more like a proactive, human-like AI companion. ​Key Features of the Device ​"Alive" Personality: Unlike static smart speakers, this device will incorporate mechanical elements that move on their own

$IBM(IBM)$   just nuked $55B in market cap overnight. 📉💥 ​The tech giant is cratering nearly 23% this in pre-market after a brutal Q2 earnings miss. Revenue clocked in at $17.2B, missing the $17.86B target, and earnings per share fell short at $2.93. ​So, what went wrong? ​It’s the "AI Infrastructure Gold Rush" claiming its first massive victim. IBM’s CEO Arvind Krishna revealed that in the final weeks of June, clients suddenly pulled the plug on software and consulting budgets to hoard hardware. Companies are panic-buying servers, storage, and memory to secure infrastructure before prices spike. ​Traditional enterprise software is being starved for cash as the industry funnels every available dollar into the AI build-out. ​The

While everyone is chasing hyped-up AI software, smart money is quietly moving into the unsexy hardware that actually makes robots move. Enter Regal Rexnord $Regal Rexnord(RRX)$  —a boring, 100-year-old heavy industry giant trading at ~$214.90 ($14.3B market cap) that just accidentally positioned itself perfectly for the humanoid robot revolution. 🔩👇 🚨 THE MORGAN STANLEY BOMBSHELL: The 300x Bearings Boom Morgan Stanley just dropped a thesis that flips the robotics trade on its head. Forget the brains—let’s talk about the joints. Precision Bearings. 1️⃣ Architecture-Agnostic: It doesn’t matter if Tesla, Boston Dynamics, or Figure wins the humanoid robot war. They ALL require bearings to move. 2️⃣ 300x Growth by 2050: The market for robot bearing

Muthu Boy tried the legendary KFC Crispy Prata Burger! 🤤🔥 The prata bun was crispy on the outside and fluffy on the inside. The nasi lemak sambal was fragrant, mostly sweet with a hint of spiciness, and paired perfectly with the curry. It wasn't too salty—just the right balance. Every bite was incredibly satisfying. Definitely one I'll come back for! Have you tried it yet? 😋

$Ambarella(AMBA)$  If you're looking for a company in the robotics sector that still offers reasonable valuation, hasn't been wildly over-hyped, and is perfectly positioned in the long-term robotics megatrend, then you shouldn't miss Ambarella.This is AI's next breakout area. It’s not a short-term concept play, but the very beginning of a multi-year secular industry cycle.The demand potential is enormous. Goldman Sachs estimates that by 2035, the addressable market for humanoid robots could reach $38 billion — more than 6x their previous forecast of $6 billion. Morgan Stanley is even more bullish, projecting up to 1 billion units by 2050.Even with conservative assumptions, the demand for components is already st

Muthu Boy has been diving deep into the Korean market and stumbled upon one of the wildest stories ever. Come order 2 prata kosong from me, and I'll tell you the unbelievable true story of the Jeon Cheong-jo incident—the scandal that shocked the entire Korean nation and left everyone questioning what they thought they knew. In August 2023, Nam Hyun-hee suddenly announced her divorce on social media, ending her 12-year marriage with former Korean cyclist Gong Hyo-jo. It was somewhat notable news in Korean sports circles.Normally, a newly divorced woman would go through an emotional vacuum period or enter her "hot girl single" era. Nam Hyun-hee But Nam Hyun-hee was different — someone had already been waiting for her long before the divorce. As early as January 2023, Jeon Cheong-jo had alrea

Everyone knows SK hynix leads in HBM. But very few people are focused on its next chapter. Today, memory is still sold like a commodity. ➡️ Manufacture DRAM. ➡️ Ship it. ➡️ Get paid once. ➡️ Repeat. That is why memory stocks have always been so cyclical. But AI is changing the game. Picture an AI data center with 10,000 GPUs. Some GPUs are short on memory. Others have hundreds of gigabytes sitting unused. That idle memory cannot easily be shared. 💡 Enter CXL (Compute Express Link). CXL makes it possible to pool and share memory across servers instead of keeping it permanently tied to one CPU or GPU. Memory stops being just a component. It becomes infrastructure. Now imagine SK hynix taking it a step further... Instead of only selling DRAM, it offers: ✅ CXL memory pools ✅ Memory orchestrati

​Cathie Wood and Ark Invest just did a massive portfolio reshuffle, and the market immediately did the exact opposite of what you'd expect! 😂 ​Here’s what went down: ​The Sell: Ark dumped 85,319 shares of Robinhood $Robinhood(HOOD)$   worth about $9.8M. ​The Buy: They rotated that cash straight into Circle Internet Group $Circle Internet Corp.(CRCL)$  , buying 217,896 shares for $13.7M. ​The Twist? 💸 Instead of dropping from the massive Ark sell-off, HOOD stock actually went up! 🚀 ​It closed up +1.39% at $115.11. ​In the pre-market, it surged another +2.72%, hitting $118.24! ​The legendary "Inverse Cathie Wood" effect strikes again! 😭💀 Talk about bad timing fo