To The Moon

I see the gold pullback as a rotation and liquidity-driven correction, not a structural breakdown. ETF outflows reversing last year’s inflows explain much of the weakness, while central bank buying still supports the long-term floor. On bank views, I sit between extremes: JPMorgan’s $JPMorgan Chase(JPM)$ bullish long-term debasement case versus Citi’s $Citigroup(C)$ near-term caution from rates and AI-driven risk-on flows. I’m cautious short term but not bearish on the broader cycle. For ETF flows, I wouldn’t follow the selling, but I also woul

Personally, I’m still most bullish on AI storage and infrastructure. The bottlenecks are shifting from GPUs toward HBM memory, data centers, optical connectivity, and power. That’s why $Roundhill Memory ETF(DRAM)$ and $Tortoise AI Infrastructure ETF(TCAI)$ stand out most to me, as both benefit directly from long-term AI infrastructure demand. NASA is also very interesting because the $SpaceX(SPCX)$ IPO co

This week in Singapore feels like a true double celebration with Hari Raya Haji and the upcoming Vesak Day long weekend. I enjoyed good food like rendang with family during the holiday, and now I’m looking forward to the peaceful festive vibes ahead. For Vesak Day, I’m considering checking out the Drikung Choling Temple 25th Anniversary event near NEX. The giant Thangka, candlelight parade, and community activities sound like a meaningful way to spend the weekend. Wishing everyone a calm and happy long weekend! My festival blessing would be: “Peace and happiness to all… and I’m definitely going for more vegetarian food and local treats this holiday!” 😊 Hope everyone gets to enjoy this festive break in their own special way. @

$Palantir Technologies Inc.(PLTR)$ I continue to slowly DCA into Palantir during this massive pullback because my long-term conviction in the company has not changed. In fact, the correction is exactly the kind of volatility I expect from a high-growth AI and software stock. Instead of chasing strength, I prefer adding gradually when sentiment turns fearful and the market starts questioning the story again. What keeps me bullish on Palantir is its positioning at the intersection of AI, defense, government infrastructure, and enterprise software. Very few companies today have deep relationships with both governments and commercial customers while also building real-world AI deployment platforms. Palantir is no longer just a "data analytics com

$Destiny Tech100 Inc(DXYZ)$ I opened a position in DXYZ during the recent pullback, and the main reason is simple — SpaceX. With SpaceX widely expected to IPO in June, I believe market attention around anything related to the company could become extremely intense over the next few weeks. DXYZ holds exposure to SpaceX, and in this kind of market environment, narrative and momentum can move faster than fundamentals. To me, this is not a long-term value investment. This is a tactical trade to ride the potential hype cycle surrounding one of the most anticipated IPO stories in years. SpaceX is not just another private company — it represents AI, space, defense, satellites, robotics, and Elon Musk's ecosystem all combined into one giant market na

If I could only pick one company for 2026, I would choose $NVIDIA(NVDA)$ . My view is that AI is still in an early infrastructure buildout phase, and NVIDIA sits at the center of global compute demand, from training to inference. Even as memory players like SK Hynix $SK Hynix, Inc.(HXSCL)$ and Samsung $SAMSUNG SEMICON(03132)$ benefit from the AI cycle, I see NVIDIA as more structurally positioned bec

I’m currently most bullish on Stage 2 — memory, especially $Micron Technology(MU)$ . HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run. I also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like $COHERENT(COHR)$ and $POET Technologies Inc(POET)$ increasingly interesting. AI is no longer just ab

My stock in focus today will be XL2CSOPHYNIX $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$  $XL2CSOPHYNIX(07709)$  after the Hong Kong-listed ETF surged more than 14% following a major technology announcement from SK hynix. The company unveiled its new iHBM solution, a next-generation HBM packaging technology that embeds integrated cooling elements (ICEs) directly inside the memory package. In my view, this is another sign that the AI semiconductor race is no longer just about raw computing power, but also about solving thermal and efficiency challenges. HBM As AI models continue becoming larger and more complex, the demand for high-bandwidth memory has exploded alongside GPUs from compa

This week, my watch list focuses on $Marvell Technology(MRVL)$ $PDD Holdings Inc(PDD)$ . I like MRVL because AI infrastructure demand remains strong, while PDD continues showing solid profitability and growth momentum through its global expansion. Among the ex-dividend stocks, I prefer $Johnson & Johnson(JNJ)$ the most due to its stability, defensive healthcare business, and consistent dividend history. In a volatile market, I value companies with reliable cash flow and resilience. Overall, I’m still bullish on AI infrastructure and quality companies with improving EPS trends. Strong earnings growth and positive guidance are the key factors I’m watching thi

I think the most interesting way I’d play the $SpaceX(SPCX)$ setup is still indirect exposure through quality compounders rather than trying to force direct IPO access. Alphabet & Tesla work better for me as embedded options on the SpaceX story, since I get diversified upside without underwriting a single-asset listing outcome. I’m cautious about EchoStar’s implied NAV discount. Even if the math looks attractive, the repricing depends on how the market values illiquid SpaceX equity once SPCX starts trading & I don’t fully trust that discount to close cleanly in the short term. Rocket Lab is the most interesting “second-order SpaceX bet,” but I think a lot of optimism is already priced in after the rally. I see it more as a momentum and e