To The Moon

Heading into earnings, Micron Technology $Micron Technology(MU)$ is one of the stocks I’m watching closely. The narrative around memory is shifting from a traditional commodity cycle to core AI infrastructure. With demand driven by hyperscalers and systems powered by Nvidia $NVIDIA(NVDA)$ , the key question is whether this could become a longer AI-driven cycle. For me, the most important factor will be Micron’s position in the HBM supply chain. If the company confirms solid progress on HBM4 tied to Nvidia’s next-generation platforms, it would strengthen the case that memory pricing power may last longer than past cycles. If I had to pick, I’d lean toward B: Steady Climb (3–10% gain). The AI memory story

My stock in focus today is $NEBIUS(NBIS)$ after the company announced a massive AI infrastructure agreement with Meta Platforms, sending the stock over 10% higher in pre-market trading. The Dutch cloud provider signed a five-year deal worth up to $27 billion. Nebius will deliver $12 billion of dedicated AI capacity starting in 2027, while Meta also committed to purchase up to $15 billion of additional compute from its upcoming clusters. This marks one of the largest AI infrastructure contracts $Meta Platforms, Inc.(META)$ has signed so far. The agreement highlights the explosive demand for AI computing as Meta ramps up investment to compete with OpenAI and Google

Among these names, my pick is still $DBS(D05.SI)$ . It’s the classic “hold and collect” stock in Singapore — strong fundamentals, solid asset quality, and reliable dividends. With rates staying relatively high and DBS expanding across Southeast Asia through digital banking, the long-term growth story still looks solid to me. I also like the stability from $SGX(S68.SI)$ and $ST Engineering(S63.SI)$ . SGX benefits when trading activity rises, while ST Engineering offers defensive exposure through defense orders plus growth from smart city projects. Overall, Singapore stocks remain attractive for their mix of stable dividends and regional exposure. REITs

The Singapore market is sending mixed signals today, but my personal favourite is still $DBS(D05.SI)$ . With interest rates staying higher for longer, DBS continues to benefit from strong net interest margins while delivering attractive dividends. Combined with its solid fundamentals and long-term bullish price trend, it remains one of the most reliable core holdings in the Singapore market. I’m also watching $UOB(U11.SI)$ and $IFAST(AIY.SI)$ . UOB stands out for its stable balance sheet, while iFAST’s strong profit growth highlights the continued momentum in digital wealth management platforms. Meanwhile, the drop from

Today’s volatility is a clear reminder of how quickly geopolitics can shift market flows. As oil surged, capital rotated into energy and commodities, pushing ETFs like United States Oil Fund LP, Energy Select Sector SPDR Fund, and SPDR Gold Shares higher as investors looked for inflation hedges and safe havens. At the same time, sectors sensitive to rising costs came under pressure. Airlines were hit hardest, which explains the weakness in U.S. Global Jets ETF, while profit-taking also dragged on tech ETFs such as Technology Select Sector SPDR Fund and VanEck Semiconductor ETF. For me, this highlights how fast sector rotation can happen when macro risks rise. Energy and gold gaining while tech and bonds soften shows the market briefly prioritizing safety and inflation hedges — something t

I’m really excited about the new $Tiger Brokers(TIGR)$ Tiger Merch lineup, and the Tiger Cooling Fan stands out to me. Its ultra-lightweight design and six adjustable wind speeds make it perfect for daily use, whether at my desk or on the go. I also love the futuristic transparent industrial look—it feels both sleek and practical. The fan isn’t just stylish; it’s incredibly functional. Having a portable fan I can carry around and adjust to my preferred airflow is a game-changer, especially during hot days or while focusing on work. It combines power, portability, and aesthetic appeal in one compact device. Overall, this fan perfectly blends practicality and cool design, capturing the fun, innovative spirit of Tiger Merch. I’m looking forward t

For me, Story B — the NVIDIA $NVIDIA(NVDA)$ hold resonates the most. When Nvidia plunged in 2022, many believed the growth story was over. But if you looked beyond the short-term noise, the structural demand for AI compute was only beginning. It reminded me that volatility is often the price investors pay to stay invested in powerful long-term trends. That’s also why I continue to dollar-cost average into Direxion Daily Semiconductor Bull 3x Shares ETF $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ . The AI and data-center cycle still looks like it’s in the early innings, so I focus more on the long-term trajectory than short-term swings. At the same time, the stories about West Texas Intermedia

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to dollar-cost average into the Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL) because I believe the semiconductor cycle is still in the early stages of a multi-year structural expansion. Demand for compute power is being driven by artificial intelligence, cloud infrastructure, and increasingly complex consumer and industrial electronics. While the sector has always been cyclical, the current wave of AI adoption is fundamentally raising the baseline demand for chips across the global economy. That makes periodic volatility less of a threat and more of an opportunity to accumulate exposure. Another reason I keep adding through DCA is the leadership position of the com

From my perspective, the sell-off in Adobe $Adobe(ADBE)$ shows that the market is pricing future risks rather than current results. Even with record revenue, investors are worried about how generative AI will reshape Adobe’s core businesses. The planned departure of long-time CEO Shantanu Narayen also adds uncertainty during a critical transition period. For me, the key question is whether AI becomes Adobe’s next growth engine or a source of disruption. Tools like Firefly show strong momentum, but AI is also pressuring parts of its legacy model such as stock images. This creates a short-term narrative conflict for investors. With the stock near a multi-year low, I see this more as a “prove it” phase. If Adobe can successfully monetize AI produc

From my perspective, my core focus is still the chip layer, especially $NVIDIA(NVDA)$ . Every AI workload ultimately runs on compute, and NVIDIA remains the central player in accelerated computing. With Jensen Huang set to speak at NVIDIA GTC, I’m mainly watching updates on next-gen architectures & how the company continues expanding its CUDA & enterprise software ecosystem. The layer I think the market may be underestimating is energy. AI data centers require enormous electricity, and without reliable power the entire AI stack cannot scale. Companies like Constellation Energy, Vistra Energy & GE Vernova could quietly become major beneficiaries of the AI boom. As for positioning ahead of GTC, I prefer to stay partially positioned rat