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Ah_Meng

    • Ah_MengAh_Meng
      ·06-15 17:06
      $HIMX 20260618 10.0 CALL$ Countdown... 4 more trading days to go... Tonight's a given... to sell or to convert... not going to make a call today, will see where this rally takes me. If it goes over the recent peak of $25, which I doubt so, I would definitely go for it. Momentum is however with the share price, so the going is good. One caution point is I have no intention to hold too many open positions. Yes, the Strait might really be opened, the market uncertainty persists nevertheless. I won't be celebrating so soon... my personal risk "premium" has gone up, not down...  Only time will tell, but before that, the next couple of days will be crucial for decision making... at least for me.
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    • Ah_MengAh_Meng
      ·06-14 22:31
      Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is actually the reality check on AI tech takeoff bottleneck... these shortages in raw materials are happening. It will lead to actual prices increase in all AI deliverables if they have not yet. TSMC has just issued a warning on it. It would then led to cost squeeze and possible inflation pressure. Would this be the last piece of puzzle that squeezes the world economy leading to recession and market crash? An important point to keep at the back of our mind...

      🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨

      @Shernice軒嬣 2000：
      Everyone is talking about NVIDIA chips. Almost nobody is talking about the material that makes AI data center lasers work: Indium Phosphide (InP) According to Reuters, US officials have reportedly made multiple trips to China trying to resolve export restrictions. So far, China is still deliberately slowing approvals and keeping a tight grip on supply. Why does this matter? Because every AI data center depends on optical networking. And optical networking depends on lasers. And those lasers depend on InP. ⚠️ The scary part: Switching suppliers isn't like changing a phone carrier. Qualification can take 12-18 months. China knows this. Even as Chinese manufacturers rapidly expand production capacity, overseas shipments are expected to remain limited, keeping the bottleneck firmly in pl
      🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨
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    • Ah_MengAh_Meng
      ·06-14 12:10
      $Albemarle(ALB)$ come back kid... Lithium, copper, silver... If AI is really to take off, robots, data centre, even space venture, can't do without the raw materials to build satellite and space stations. Sure, you can keep your reusable rocket 🚀, $SpaceX(SPCX)$ , I would like you to try getting to Mars without these resources... You are competing with those earthlings data centre on power supply alone. If miners run out of stock, they run out... and those useable rockets are as good as dinosaurs 🦖🦕... Good for museum displays, anyone? [Tongue]  [Chuckle]  [Evil]   Elon Musk did pull off a massive IPO and he's now an official trillionaire... I had thrown in a massi
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    • Ah_MengAh_Meng
      ·06-14 11:56
      $HIMX 20260618 10.0 CALL$ Last one standing... 5 more days... The question is do I convert to its principal... That's all the time I have to mull it over... @Shernice軒嬣 2000 , prata with strange sounding curry or simply fancy $Luckin Coffee Inc.(LKNCY)$  ?! [Facepalm]  [Doubt]  [Gosh] 
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    • Ah_MengAh_Meng
      ·06-14 11:50
      The question is which Sunday [Happy]  [Facepalm]  [Tongue]  

      Trump Says Deal to End War Will Be Signed on Sunday, Iran Questions Timing

      DUBAI/WASHINGTON, June 13 (Reuters) - U.S. President Donald Trump and mediator Pakistan said on Saturday an initial deal to end the war in the Middle East would be signed on Sunday, although Iran...
      Trump Says Deal to End War Will Be Signed on Sunday, Iran Questions Timing
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    • Ah_MengAh_Meng
      ·06-12
      How to buy (the tokenised gold) outside Sg? [Tongue]
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    • Ah_MengAh_Meng
      ·06-06
      He has planned a bomb 💣 with it, with only slightly more than 10% free float, he’s priming for short squeeze… with him holding 85%! What right does everyone else have except him!? It is a one-sided dictatorship relationship. He can do anything he wants. Like Tesla or worst, this would be his biggest personal piggy bank… it won’t ends well…
      @koolgal：
      🌟🌟🌟June 12 2026: Some people may mark it as SpaceX IPO Day. I mark it as The Day My Portfolio Put On A Spacesuit. Am I bullish or bearish? Every time I try to be calm & rational about SpaceX, Elon Musk casually lands a rocket on a floating barge in the middle of the ocean like it is so easy and my bearish thoughts evaporate faster than my willpower at a dessert buffet. SpaceX isn't just another IPO. SpaceX is the infrastructure for the next era of mankind - Space. It is the company that made the impossible -routine. It is the only business where bad quarter means the rocket landed off centre. How to stay bearish on SpaceX whose roadmap includes: Cheaper access to orbit Global internet Lunar missions Mars. Here is the truth: Every IPO has risks & SpaceX price t
      🌟🌟🌟June 12 2026: Some people may mark it as SpaceX IPO Day. I mark it as The Day My Portfolio Put On A Spacesuit. Am I bullish or bearish? Every time I try to be calm & rational about SpaceX, Elon Musk casually lands a rocket on a floating barge in the middle of the ocean like it is so easy and my bearish thoughts evaporate faster than my willpower at a dessert buffet. SpaceX isn't just another IPO. SpaceX is the infrastructure for the next era of mankind - Space. It is the company that made the impossible -routine. It is the only business where bad quarter means the rocket landed off centre. How to stay bearish on SpaceX whose roadmap includes: Cheaper access to orbit Global internet Lunar missions Mars. Here is the truth: Every IPO has risks & SpaceX price t
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    • Ah_MengAh_Meng
      ·06-05
      $Silvercorp Metals Inc(SVM)$ Today, I am doing something slightly different. Yes, I am sharing Silver related investment... again. More importantly, I want to emphasise that not all silver investments or precious metals investments are the same.  I am sure many people already heard of this. It definitely appears trivial but I will share it anyway. In middle chart is something that I hope we can take something away. What is it about? It is a 3 month chart that illustrates the performance of silver futures, with $Silvercorp Metals Inc(SVM)$ and $ProShares Ultra Silver(AGQ)$  It is very simple. As their absolute prices are very different, I hav
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    • Ah_MengAh_Meng
      ·06-05
      This is a specific Elon’s retailers 🪤 trap. Elon Musk had tasted yummy 😋 pudding from retailers (I don’t call these people investors because they’re not. Just blind followers.), Elon thinks this will be a better way to milk those same followers. If he could attract more into his universe, why not? I see similarities between this Elon and Trump’s behaviour. For Trump, it is tax the allies and respect his foes. For Elon, it’s more ruthless. Milk as many faithful followers as possible to enrich himself. That is exactly why he has set the absolute IPO price at an affordable $135. Many retailers don’t really understand valuation. What they see is just the absolute price and thought they have bought something super cheap! Thinking that this would be another $10,000 stock in the making… the banks

      Elon hold 82% voting power… retail investor just eat kosong prata, no say one

      @Shernice軒嬣 2000：
      Waaaay overvalue lah bro and sis 👍👍👍 $Space Exploration Technologies Corp(SPCX)$ This SpaceX IPO around $1.77 trillion valuation, $135 per share… looks like full-on hype rocket already. Price-to-sales 94x on 2025 revenue, really gone case kind of level already. Q1 2026 still bleeding also — about $4.27 billion net loss somemore. Not even pure space company anymore lah, now become mixed bag — SpaceX plus Elon side quests like xAI and X all bundled in. But public still pay premium like sure win, when actually still burning cash. Governance also no power one — Elon still hold like 82.4% voting control via dual-class shares. Retail investors basically just sit inside the rocket, cannot touch steering wheel. Only 5% float also very “engineered”
      Elon hold 82% voting power… retail investor just eat kosong prata, no say one
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    • Ah_MengAh_Meng
      ·06-05
      Great reminder to one and all... @Shernice軒嬣 2000 , enjoy the sunshine... 🌞 this rally is fragile, that we know... AI will take a while before those companies could really get their investment worth... 

      Lessons From Plug Power and SunEdison

      @Travis Hoium：
      One of the things you develop after a few decades of investing is battle scars and a historical view of where we are today. History never repeats, but it often rhymes. As we’ve watched some of the absolutely crazy stock performance in 2026, I think it’s important to give some of that historical context to some parts of the market. I don’t know how this all ends, but I know how it’s ended before. I’ve seen these growth numbers. I’ve felt the investor confidence. And I’ve learned lessons along the way. The Market’s Rocket Ships Today, the market is bidding up all stocks related to AI, semiconductors, rockets, and dreams. Some of the stocks rising rapidly are seeing outstanding earnings, and we could debate if those are sustainable or not, but others are spending money at a growing clip to fu
      Lessons From Plug Power and SunEdison
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