To The Moon

$Palantir Technologies Inc.(PLTR)$ After spending the past few months building positions in AI infrastructure and semiconductor names, I've also started accumulating PLTR during this round of market weakness. My thesis is simple: AI isn't just about building faster chips—it also needs software that helps governments and enterprises turn massive amounts of data into better decisions. Palantir sits right at the intersection of AI, data analytics, and mission-critical software, making it one of the few companies already generating meaningful revenue from real-world AI adoption today. One reason I'm comfortable collecting PLTR is the company's improving fundamentals. Revenue growth continues to be supported by both commercial and government custo

The Financial Times recently reported that SK Hynix's ADR offering was seven times oversubscribed, with more than 500 institutional investors competing for shares. Even investors such as Leo and Philippe reportedly received smaller allocations because demand far exceeded supply. $SK hynix(SKHY)$ $hynix-WI(SKHYV)$ Yet the most striking detail wasn't the demand. It was the valuation. The report noted that SK Hynix's Korean-listed shares were trading at just 4.5x forward earnings. 4.5x. Let that sink in. One of the most fascinating things about SK Hynix is how consistently the market has refused to rerate the business. Since 2025, its forward P/E has hovered around just 6x, and now, despite be

I’m going with number 6 this week. As a mechanical design engineer, I’m wired to appreciate the process, and when the markets get loud, I prefer to retreat into my own analysis rather than getting caught up in the noise. My approach is all about sticking to the plan—using tools like the Relative Strength Index and the 200-day Exponential Moving Average to make sense of the price action. Whether I'm managing tech-heavy growth or defensive holdings, "Weekend Research Mode" helps me stay grounded. Discipline is key when balancing my barbell strategy between volatile tech and stable assets. I'm keeping my eyes on the charts and waiting for the right signals, because consistent execution is what really matters for my portfolio. @

🌟🌟🌟 This week I am up big, acting chill - the ultimate Singapore Flex. $STI ETF(ES3.SI)$ at new highs and the 3 Singapore Big Banks shining like they just came back from a spa retreat. $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ and $UOB(U11.SI)$ all climbing like they are on a corporate ladder to the moon. It is that classic Singapore vibe: markets soaring and my heart is doing a big lion dance. DBS at SGD 70.45, OCBC at SGD 27.43 and UOB at SGD 44.38! This is simply amazing. Up Big, Acting Chill - That is the Singapore style. @TigerEvents

$Pepsi(PEP)$ $Coca-Cola(KO)$ $Mountain Energy, Inc.(MTEI)$ 🥤 $PEP Q2 2026: International Strength Masks a Weakening U.S. Business 📉🌍 Options traders entered PepsiCo’s earnings expecting a bullish surprise. Instead, they got respectable headline numbers hiding a much weaker underlying story, and sentiment reversed almost instantly. 📉 Put volume is running at 4x the normal intraday pace. 👀 The weekly 7/10 $140 Put has become today’s most actively traded contract. Pre-earnings positioning tells the story. • 50-day Call/Put Volume Ratio sits in the 91st percentile. • SOIR ranks in the 4th percentile, reflecting heavy call positioning before results

I'm going with $193 as my prediction for SK Hynix's $SK hynix(SKHY)$ first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions re

🌟🌟🌟I project that $SK hynix(SKHY)$ first day closing price to be USD 188, represent a robust 26% pop from its debut price. Why? The IPO closed a staggering 7 times oversubscribed. More than 500 elite global investment firms competed for a slice of this enticing pie. This means many were left empty handed. SK Hynix controls about 55% of the world's HBM market. Compared to $Micron Technology(MU)$ it has traded at a discount compared to its US peers due to trading restrictions in S Korea market. While long term fundamentals are bullet proof, Day 1 will bring intense volatility. SK Hynix will be one exciting IPO that everyone will be watching like a hawk including me.

$ARM Holdings(ARM)$ This round of pullback gave me another opportunity to increase my position in ARM, and I decided to average up instead of waiting for the "perfect" bottom. While short-term sentiment has turned cautious following concerns over AI infrastructure spending and semiconductor valuations, my long-term thesis on ARM has not changed. The company remains at the center of the industry's transition toward AI computing, with its CPU architecture powering everything from smartphones and PCs to cloud servers, automotive platforms, and edge AI devices. As AI adoption expands beyond data centers, I believe ARM's ecosystem will continue to benefit. Another reason I'm comfortable averaging up is that ARM is becoming increasingly important in