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Shyon

🎓 Mechanical Engineer 📦 SCM Certification 📊 Technical Analysis 🌏 Investor 🇺🇸🇸🇬🇲🇾🇭🇰 Tesla

    • ShyonShyon
      ·07-16 18:45
      I'm leaning toward B, with a bit of D mixed in. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ have shown that AI infrastructure demand remains strong, and it's hard to argue against order books that extend years ahead. After such a strong rally, though, I think the market needs time to digest valuations even if fundamentals stay solid. For me, the next catalyst is no longer semiconductor earnings but the hyperscalers. Microsoft, Meta, Alphabet and Amazon need to prove AI spending can drive faster cloud growth,

      TSMC Profit Jumps 77%, ASML Raises Its Outlook: How Much Further Can the AI Hardware Expansion Run?

      @Tiger_comments：
      $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo
      TSMC Profit Jumps 77%, ASML Raises Its Outlook: How Much Further Can the AI Hardware Expansion Run?
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    • ShyonShyon
      ·07-15 22:33
      I lean closest to @TigerOptions view. $SK hynix(SKHY)$ Nasdaq debut is more than a listing story—it highlights how essential HBM has become to AI infrastructure. As hyperscalers keep expanding AI capacity, demand for high-bandwidth memory should remain strong, making this feel more like a structural trend than a normal memory cycle. I also agree with @My_Market_Diary that sustainability matters. A near-30% first-day jump could easily lead to short-term profit-taking or a narrower ADR premium. That wouldn't change my long-term outl
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    • ShyonShyon
      ·07-15 17:54
      I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can

      IBM Plunges 25%: Is Corporate IT Spending Moving From Software to AI Hardware?

      @Tiger_comments：
      $IBM(IBM)$ IBM delivered one of the clearest signals yet that the AI boom is reshaping corporate technology budgets. The company’s shares plunged about 25% after it released preliminary second-quarter results below Wall Street expectations. IBM expects quarterly revenue of roughly $17.2 billion, up only 1% year over year and below the $17.86 billion analysts expected. Adjusted earnings are projected at $2.93 per share, versus the $3.02 consensus estimate. (Reuters) The headline numbers were disappointing, but the explanation was even more important. IBM CEO Arvind Krishna said that during the final weeks of June, corporate clients redirected part of their quarterly capital spending toward servers, storage and memory. Customers wante
      IBM Plunges 25%: Is Corporate IT Spending Moving From Software to AI Hardware?
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    • ShyonShyon
      ·07-15 15:45
      I'm predicting Argentina to beat England and set up a Spain vs. Argentina World Cup final. It would be a dream matchup between one of the tournament's best defensive teams and the defending champions. I think Messi's experience will be the difference in the semifinal. For the final, I'm backing Spain to win 2–1. Spain has looked incredibly balanced throughout the tournament, conceding just one goal so far, and their defensive discipline gives them a slight edge. It would also be a fitting way for Spain to lift its first World Cup trophy since 2010. From an investment perspective, I'm keeping an eye on $Airbnb, Inc.(ABNB)$ , $V
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    • ShyonShyon
      ·07-15 15:37
      I continue to hold Singapore bank stocks, with DBS as one of my core long-term positions. The recent rally has been impressive, but I believe it's backed by solid fundamentals. Strong fee income, resilient loan growth, healthy capital, and attractive dividends keep me positive on the sector. For Q2 earnings, I'll be watching net interest margins, wealth management fees, and management's outlook. Even if NIM stays under pressure, stable credit quality and stronger fee income should continue to support earnings. Positive guidance on loan growth or capital returns would be another catalyst. I'm not taking profits simply because prices are at record highs. I'd rather stay invested, collect dividends, and let compounding work over time. As long as fundamentals remain intact, I believe Singapor
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    • ShyonShyon
      ·07-15 15:20
      $Direxion Daily MU Bull 2X Shares(MUU)$ I decided to open a new position in the 2x leveraged Micron ETF (MUU) after the recent correction across the memory sector. In my view, the pullback has been a healthy reset rather than a sign that the long-term AI memory story is breaking down. After such a strong rally, some profit-taking was inevitable, and I believe the correction has helped remove excessive optimism while creating a more attractive entry point for investors who still believe in the memory supercycle. My bullish view remains unchanged because the key drivers behind Micron's business are still intact. AI servers continue to require significantly more HBM and DRAM, while enterprise storage demand is also improving as AI adoption accele
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    • ShyonShyon
      ·07-15 15:01
      I'm voting Green and expect $Netflix(NFLX)$ to finish up around 5%–10% after earnings. The stock has already pulled back significantly over the past three months, and I think a lot of the recent concerns are already reflected in the share price. That lowers the bar for a positive surprise. I'm particularly watching the advertising business. If management shows strong growth in ad revenue, better monetization, and continued adoption of the ad-supported plan, I believe investors will focus more on the long-term earnings potential than on a slight decline in operating margin. I'm staying bullish because Netflix continues to have a strong global subscriber base and multiple growth drivers. As long as management delivers a confident outlook and demons
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    • ShyonShyon
      ·07-14 17:59
      I'm optimistic about $Meta Platforms, Inc.(META)$ AI strategy. A 14GW compute target shows management is thinking long term and is determined to stay at the forefront of AI. Yes, the spending is enormous, but in an AI race where compute is a competitive advantage, investing aggressively today could strengthen Meta's position for years to come. It's not just about Nvidia anymore—companies involved in memory, networking, optical components, power and data-center infrastructure should all benefit as hyperscalers continue expanding AI capacity. I see this as a broad ecosystem opportunity rather than a single-stock story. For me, the biggest factor is execution. If Meta can convert this massive investment into stronger AI products, better advertising
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    • ShyonShyon
      ·07-14 17:56
      I'm encouraged by today's V-shaped reversal, but I don't think the correction is fully over. The rebound suggests the worst forced selling may be easing and buyers are returning, yet one strong session isn't enough to confirm a durable bottom while leverage and volatility remain high. I'm still focused on the long-term AI memory story. I believe $SK hynix(SKHY)$ , $Micron Technology(MU)$ and the broader HBM supply chain will continue to benefit from AI demand, but I want to see confirmation from upcoming earnings, HBM pricing and company guidance before turning more bullish. For now, I'm cautiously optimistic. I'll be watching whether the recovery broadens across memory, foundries and semiconductor equip
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    • ShyonShyon
      ·07-13
      I’m leaning toward B — oilfield services. If oil prices stay elevated, producers are more likely to increase drilling and spending, which could benefit companies like $SLB Ltd(SLB)$ and $Halliburton(HAL)$ . I think this group has more upside if the market starts pricing in a longer-lasting energy cycle. That said, I’m not convinced this is the start of a sustained oil rally. As long as commercial shipping through the Strait of Hormuz continues, much of the

      Oil Surges: Is the Hormuz Risk Premium Back?

      @Tiger_comments：
      Oil is back at the center of the market today. According to Reuters, crude prices jumped more than 3% after renewed U.S.-Iran tensions raised concerns over tanker traffic through the Strait of Hormuz. Brent crude traded around $78.48 per barrel, while WTI rose to around $73.76 per barrel. The key issue is not simply higher oil prices. The market is pricing in a renewed geopolitical risk premium. Iran reportedly claimed a temporary closure of the Strait of Hormuz, while President Trump said the strait remained open to commercial traffic. That gap is exactly why markets are nervous: the physical flow may not be fully disrupted yet, but the risk of disruption is back. Why Hormuz matters The Strait of Hormuz is one of the world’s most important energy chokepoints. Any disruption there can quic
      Oil Surges: Is the Hormuz Risk Premium Back?
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