To The Moon

My senior casually said she knew I would make a mistake. And sure enough, it happened. The mistake wasn’t a small one either it was hard to patch up. The customer was furious, and I took the full scolding. I spent the entire day firefighting, fixing, apologising, and trying to contain the damage. After that, my senior told me she wanted me to “take this bitter medicine”  treat it as a learning opportunity, remember the pain, and never repeat it again. I nodded on the outside. But inside, my heart was boiling with anger. 

Following the weekend’s Venezuela incident, Palantir Technologies $Palantir Technologies Inc.(PLTR)$  jumped 4% in after-hours trading. The market’s instinctive reaction: 👉 The U.S. operation was described as “seamless.” 👉 Palantir has long been seen as a key tool for the U.S. government in intelligence integration, real-time decision-making, and operational coordination. So even without any official confirmation that Palantir’s technology was used, the market has already assumed deep involvement. This has become Palantir’s most typical stock-price behavior in recent years: whenever geopolitics + rapid execution appear together, capital moves in first. At this point, there is no official confirmation that Palant

Think of Venezuela’s oil like a giant wok full of super-thick char kway teow paste 🍜 — looks impressive, smells powerful, but you can’t serve it straight. The “Heavy Oil = Too Thick to Eat” Problem Venezuela’s oil is like char kway teow sauce that’s gone cold and solid. At room temperature, it’s almost like black glue. You can’t pour it, you can’t cook with it, and customers won’t touch it. To make it usable, you must add lighter ingredients: Think of condensate and naphtha as oil, stock, or water They thin the sauce so it can flow, be cooked, and finally served Without these lighter ingredients, the “dish” just sits in the wok — inedible. Why Venezuela Can’t Just “Sell Oil and Collect Money” Most people imagine oil countries like a hawker selling Outram Park Fried Kway Teow: Cook → s

Although TSMC continues to aggressively expand its CoWoS capacity, supply still falls short of demand. As a result, excess demand is spilling over to other OSAT players—this has become one of the key narratives in the market recently. Chip-on-Wafer (CoW), being the most technically challenging step, is handled directly by TSMC, while Wafer-on-Substrate (WoS) is partially outsourced. WoS players are responsible for attaching the CoW to the substrate. $Amkor Technology(AMKR)$   is the largest OSAT company headquartered in the U.S., with manufacturing sites across Taiwan, South Korea, Japan, Vietnam, and Malaysia, which helps diversify geopolitical risk (many OSAT peers are heavily concentrated in Taiwan and China). Amkor also operates a fa

The AI Industry’s Silent Chokepoint: InP Substrates Warning: The entire AI industry is quietly bottlenecked by just two companies: AXTI (~USD $908M market cap) $AXT Inc(AXTI)$   SMTOY (~USD $31.8B market cap) $Sumitomo Electric Industries Ltd.(SMTOY)$   Together, they control 60–70%+ of the world’s Indium Phosphide (InP) substrates. This matters because the next generation of AI infrastructure—NVIDIA GPUs, Google TPU v7 pods, Meta, Microsoft, and Amazon hyperscaler clusters—depends on InP-based lasers and receivers. Companies like Broadcom, Lumentum, and Coherent rely on InP substrates for: $COHERENT(COHR)$  

Trump has released photos showing Venezuelan President Nicolás Maduro captured aboard a U.S. amphibious assault ship—eyes and ears covered—as he is transported to New York to stand trial.   Strangely, the look almost resembles a hip-hop star. With the regime toppled, the obvious question now is: how do you profit from nation-building in Venezuela? Distressed sovereign debt is the most direct play. Venezuelan bonds still trade around 10–20 cents on the dollar, but post-regime restructuring estimates point to 30–55 cents recoveries—implying 2–3x upside. Asset managers and restru

My strategy is simple: “put yourself in the path of the money.” Where is the momentum? Where is the capital flowing? Right now, it’s AI and AI infrastructure. AI is not a fad. Studies aside, I use it daily. Adoption is exponential and accelerating. The bottleneck? Power. Every major tech CEO confirms it. Current grids and infrastructure cannot meet AI’s growth demands. Nuclear might help in the long term, but it’s not coming in the next five years—and I don’t invest in pre-revenue plays. Enter $T1 ENERGY INC(TE)$  . Why $TE Aligns with Every Bullish Market Theme Explosive growth: T1 revenue went from $2.4M in Q4 to $210M last quarter, projecting $400M+ next quarter. (Unprecedented.) AI energy solutions: T1 tackles the AI data center energy

$iShares Silver Trust(SLV)$   $ProShares Ultra Silver(AGQ)$   Hey there—I'm no commodities trading guru; this is just my casual breakdown based on kopi chats with trader friends and some patchwork research. Take it easy—it's not advice, just food for thought. Let's dive into what looks like a textbook liquidity shock brewing in silver right now. We all know markets love throwing curveballs: events you see coming, but timing and sizing them? That's the killer. The Bloomberg Commodity Index (BCOM) annual rebalancing is one of those—predictable, mechanical, and potentially explosive. On the surface, silver's target weight drops a smidge fr

As we enter 2026, I'm excited to share my personal analysis of five promising U.S. stocks that I believe have significant upside potential this year. Now, onto my top picks for 2026.  1. $Rambus(RMBS)$   – AI Memory Interface LeaderRambus specializes in high-speed memory interface chips and IP, playing a critical behind-the-scenes role in AI servers. Think of it as the "smart traffic controller" that ensures data flows efficiently between storage and GPUs – essential as AI models demand ever-faster data transfer to avoid bottlenecks.Key strengths:Exceptionally high gross margins (around 80%), reflecting strong pricing power with clients like Intel, AMD, Amazon, Microsoft, and Google. Nearly debt-free balance sheet with substantial c

$MRVL 20260220 95.0 CALL$  $Marvell Technology(MRVL)$   Perseverance counts. Just keep adding, little by little—and here I am today, a happy Muthu boy 😊