• Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-13 15:28

      29, Earns S$5,500 a Month and Has S$400,000 Saved — Yet Says His Life Feels “Meaningless”

      SINGAPORE: On paper, the life of a 29-year-old finance professional might look like a clear success story. He has a stable job in the Central Business District, earns about S$5,500 a month, and has built up roughly S$400,000 in savings and investments over the years through trading US stocks. But in a post shared on a local forum on Thursday (Jun 4), he confessed that his life has started to feel rather “meaningless” and “sad” as his job no longer fulfills him. “Every day, I seem to be stuck in a loop where I struggle to wake up because I stayed up late till 1 a.m. the previous night, sit on the train to work like a zombie to the CBD, and do my job.” “My job has pretty standard working hours, no OT, and is not extremely stressful but not enjoyable either. I mostly fix problems that pop up
      1811
      Report
      29, Earns S$5,500 a Month and Has S$400,000 Saved — Yet Says His Life Feels “Meaningless”
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-13 10:35

      Muthu Boy Prata Seller Analysis on Oracle

      Today I read a lot of comments in Tiger Brokers. Cannot tahan already, must say out. $Oracle(ORCL)$   Many of these so-called analysts and experts are like customers who eat one prata and suddenly become MasterChef judges. Read two social media posts, watch one YouTube video, then become Oracle expert. When Oracle drops 10%, wah... immediately all the ghost stories come out. "Debt problem!" "AI bubble!" "Data center oversupply!" "End of Oracle!" Aiyo, last month same people were calling Larry Ellison a genius. Oracle went from around $135 to much higher levels. Up more than 35%, everybody quiet. One 10% drop and suddenly the company is bankrupt. Good earnings don't always mean stock price go up. Bad earnings don
      2123
      Report
      Muthu Boy Prata Seller Analysis on Oracle
    • MrzorroMrzorro
      ·06-13 09:48
      The AI Supply Chain Swept the S&P 500 Leaderboard in H1 2026 The $S&P 500(.SPX)$   navigated a largely bifurcated environment in the first half of 2026. The first quarter was primarily characterized by a distinct sector rotation. Mega-cap technology lagged—with the Magnificent Seven declining over 10%—while capital rotated into defensive and cyclical sectors, notably energy, which surged amid Middle Eastern geopolitical tensions. This dynamic shifted notably in Q2. As $Microsoft(MSFT)$  , $Alphabet(GOOG)$   , 
      118Comment
      Report
    • MrzorroMrzorro
      ·06-13 09:42
      Intel Attracts Biggest Short Volume as Bears Clash With Bulls $Intel(INTC)$   attracted the biggest short volume, highlighting bears' persistent skepticism over the ability of the legacy chipmaker to catch up to its biggest peers in the race to meet demand for advanced AI chips.  Trading in borrowed Intel shares that were sold short jumped 27% to 24.1 million shares Thursday, the biggest among stocks with a market capital of more than $5 billion tracked. Short sellers raised their stakes in Intel even as the stock jumped more than 9% that day.  Bears piled in, signaling doubts over the positive arguments cited by bulls. Yesterday, Bank of America Vivek Argya double-upgraded the stock to a buy from
      138Comment
      Report
    • MrzorroMrzorro
      ·06-13 09:30
      The World Cup Kicks Off Soon! A Quick Look at 7 Major Investment Themes The summer of 2026 is destined to belong to football. As the countdown to the US-Canada-Mexico World Cup hits zero, the globe will enter a 39-day "football time." This is not only the largest World Cup in history (104 matches, 48 teams) but also an unprecedented commercial feast. Deutsche Bank notes that because the event is held in the North American time zone with a significantly extended schedule, commercial exposure for related companies will be markedly higher than in previous editions. From pre-match fan betting and sports equipment production, to in-match media broadcasting rights and concentrated brand ad placements; from offline viewing parties and beverage consumption to fans' cross-border travel and accommod
      112Comment
      Report
    • BarcodeBarcode
      ·06-13 03:43
      $SpaceX(SPCX)$ $Tesla Motors(TSLA)$  $Alphabet(GOOGL)$  🚀🌌 $SPCX SpaceX enters public markets: the $2T valuation debate begins 🌌🚀 I believe $SPCX represents one of the most significant market debuts in recent years, not simply because SpaceX has become one of the world’s most valuable private companies, but because investors are now being asked to value something that does not fit neatly into traditional categories. Is SpaceX an aerospace company, or is it evolving into a global AI, connectivity, and infrastructure platform? $SPCX is officially trading: 💰 IPO Price: $135
 📈 Opening Trade: $150
 🔥 Trading above $161 At $150 per share, SpaceX r
      3907
      Report
    • YiSquaredYiSquared
      ·06-13 03:21
      $NVIDIA(NVDA)$   For me, Jensen Huang going around Taiwan eating recently is a bearish outlook short term. Nothing too negative though, I'm anticipating short term risk which is why he's doing promotions in person. Long term it is bullish, as NVDA is still one of the backbones of AI infrastructures. 
      93Comment
      Report
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-12 20:10

      China Squeezes the Raw Materials, Japan Shuts Fabs: Inside the Asymmetric War Over WF_6

      ​The next major bottleneck in the AI/semiconductor stock rally isn’t software or design—it’s a rare specialty gas called Tungsten Hexafluoride (WF₆). 🛑🔬 ​Here is why it's trending in global markets right now: ​• The Squeeze: China controls over 80% of raw tungsten. Strict export controls have triggered massive 70% to 90% price hikes for WF₆ gas. • AI Dependency: Advanced AI chips and massive 3D memory architecture depend heavily on WF₆ to deposit ultra-thin conductive pathways in deep, multi-layered chip designs. • The Stock Angle: Global specialty gas leaders like Peric Special Gases $Peric Special Gases Co.,Ltd.(688146)$  and industrial giants like Linden $Linde PLC(LIN)$  are seeing hei
      6087
      Report
      China Squeezes the Raw Materials, Japan Shuts Fabs: Inside the Asymmetric War Over WF_6
    • FisteinFistein
      ·06-12 10:25
      $Addvalue Tech(A31.SI)$ 0.3 Target Price. Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026. Addvalue Technologies (SGX:A31) Simply Wall St Financial Health Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD117.39 million. Operations: The company generates revenue primarily from its Communications Equipment segment, totaling $15.53 million. Market Cap: SGD117.39M
      351Comment
      Report
    • orsiriorsiri
      ·06-12 08:57

      Snowflake’s Hidden Gravity

      More Than A Fancy Filing Cabinet The market keeps asking whether Snowflake can defend its data warehouse. I think that's a bit like valuing an airport by its baggage claim. The real battle is taking place elsewhere. Snowflake is attempting one of the most ambitious transitions in enterprise software: evolving from a platform that stores information into a platform where autonomous software agents execute work. If management succeeds, the company's future will be determined less by how much data customers store and more by how many decisions, workflows and business processes run through its ecosystem. That distinction matters because storage is steadily becoming commoditised. Execution is not. This is why I believe the most important investment question facing Snowflake today is no longer d
      1.26KComment
      Report
      Snowflake’s Hidden Gravity
    • BarcodeBarcode
      ·06-12 02:55
      $Intel(INTC)$ $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  🔥🏭🤖 $INTC: Up 385%, Yet 77% Of Analysts Still Aren’t Bullish 🤖🏭🔥 🧠 $INTC’s rally has been extraordinary, but the most interesting part may be what hasn’t happened yet. $INTC is up +190% YTD and +385% over the last 12 months, yet 34 of 44 analysts still rate the stock Hold or worse. That disconnect matters. When price leads fundamentals, analysts often chase. When fundamentals begin improving while analysts remain sceptical, upgrades themselves can become a catalyst. 🏭 BofA just delivered a rare double-upgrade on $INTC and lifted its price target to $135 from $96, a 41% increase. The f
      9157
      Report
    • BarcodeBarcode
      ·06-12 02:43
      $Lockheed Martin(LMT)$ $Palantir Technologies Inc.(PLTR)$  $Velo3D, Inc.(VELO)$  🛰️🪖📈 Lockheed Martin’s Contrarian Signal, Defence Re-Armament & The Space Race 🚀🏭🌎 🪖 Wall Street Is Hesitant, But Price Action Is Telling A Different Story I’m watching $LMT closely because the setup is becoming increasingly difficult to ignore. While 16 of 24 analysts currently rate Lockheed Martin as Hold or worse, the stock has just triggered a technical signal that has historically produced strong forward returns. The shares remain more than 20% below their all-time high, yet the latest signal appeared near the 260-day moving average, an area that has previ
      8366
      Report
    • JC888JC888
      ·06-11 21:48

      INTC, a BUY after current noise settles?

      The last time I covered $Intel(INTC)$ was back in 28 Apr 2026, after it has released its Q1 2026 earnings report card. click here ! to re-read my post. In the April post, its stock price then was a respectable $82.57 /share. Since then, it has further peaked at $129.44 on 11 May 2026 and has begun to pull back a bit, thereafter. Honestly, I prefer it to be like this where the upwards trajectory seems more plausible and not to mention sustainable. Unfortunately, it did not stop, there and then. Fri, 05 Jun 2026 Crash. Since Fri, 05 Jun 2026, a sharp downturn has gripped US stock market and extended throug
      3.57K5
      Report
      INTC, a BUY after current noise settles?
    • MrzorroMrzorro
      ·06-11 17:49
      Before SpaceX Rings the Bell: Bull and Bear ETFs Are Lining Up SpaceX prices on June 11 and debuts June 12 on Nasdaq under SPCX $Space Exploration Technologies Corp(SPCX)$   — targeting $135 per share (subject to pricing on June 11), with a ~$75B raise and ~$1.75T valuation that would mark the largest IPO on record. Behind the stock, a quieter ETF arms race has formed: a wave of 2x daily single-stock ETFs is queued up to amplify SPCX's debut — most on the bull side, fewer on the bear side, with additional filings still working through SEC review. Bulls lead. Bears in the wings. All of the ETFs covered here are 2x daily products — they aim to deliver twice SPCX's daily move, in either direction. Anticipated on June 15 (Monday): Multiple i
      413Comment
      Report
    • BulzgogiBulzgogi
      ·06-11 14:47
      Would be interesting to see some of your opinions, i'd keep an eye out for industrial automation stocks.
      178Comment
      Report
    • nerdbull1669nerdbull1669
      ·06-11 10:31

      Market Navigates Geopolitical Volatility, SpaceX IPO, and Hawkish Shift under New Fed Chair

      The volatile session on June 10, 2026, perfectly captured the friction currently defining the market: a collision of hot inflation data, geopolitical flashpoints, and a structural rebalancing of tech portfolios. With headline CPI printing at 4.2% (driven largely by a massive surge in energy costs) and President Trump’s warning of a swift response to Iran following the downed U.S. Apache helicopter in the Strait of Hormuz, macro headwinds are undeniably gathering. How This Week Ends & The Near-Term Outlook (Second Half of June) The immediate direction of the market for the rest of this week and next is heavily tied to a massive liquidity event: the SpaceX IPO on Friday, June 12. The Liquidity Drain: Tech and AI sectors have been hit by intense profit-taking, confirming a tactical correc
      729Comment
      Report
      Market Navigates Geopolitical Volatility, SpaceX IPO, and Hawkish Shift under New Fed Chair
    • orsiriorsiri
      ·06-11 10:16

      Western Digital: The Cost of Remembering Everything

      The AI boom has created a peculiar obsession on Wall Street. Investors spend endless hours discussing GPUs, model sizes and computing power, while largely ignoring a more mundane question: where does all this data actually live? The market seems convinced that AI's future will be determined by who owns the fastest chips. I am beginning to suspect the bigger opportunity may belong to those who own the cheapest and most scalable memory. After all, intelligence is only useful if you can remember it. That brings me to Western Digital. While many investors still view WDC as a cyclical storage manufacturer, I increasingly see a company sitting at the centre of one of AI's most overlooked infrastructure challenges. The world is producing data at an astonishing rate, and AI is accelerating that tr
      603Comment
      Report
      Western Digital: The Cost of Remembering Everything
    • FisteinFistein
      ·06-11 08:32
      $Addvalue Tech^(A31.SI)$ 0.3 Target Price.   Addvalue Technologies (A31) secured USD 5.1 million in new IDRS orders from a new customer, with a NASDAQ Listing and ADRS Launch expected in Jun-2026, positioning the company as a top small-cap pick of exponential growth in the communication industry. 
      606Comment
      Report
    • Tiger VTiger V
      ·06-11 08:13

      Geopolitical Jitters Trigger Global Market Retreat

      Market Overview Global equity markets closed broadly lower as escalating geopolitical tensions between the United States and Iran overshadowed investor sentiment. Concerns intensified after U.S. President Donald Trump indicated that negotiations with Iran were progressing too slowly and hinted at additional actions. The heightened uncertainty sparked a risk-off environment, leading to broad-based selling across major markets, particularly in technology stocks. United States: Broad Sell-Off Accelerates U.S. equities suffered significant losses as geopolitical concerns fueled investor caution. Dow Jones Industrial Average: -953.33 points (-1.9%) to 49,918.78$DJIA(.DJI)$   S&P 500: -119.66 points (-1.6%) to 7,2
      169Comment
      Report
      Geopolitical Jitters Trigger Global Market Retreat
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-11 07:37

      🚀 ORACLE (ORCL) Q4 RESULTS: STRONG BEAT, BUT STOCK DROPS AFTER HOURS 📉

      $Oracle(ORCL)$   delivered another impressive quarter: ✅ Revenue: US$19.18B (+21% YoY), above expectations of US$19.1B  ✅ Non-GAAP EPS: US$2.11, beating estimates of US$1.96  ✅ Operating profit hit a record high  ✅ Remaining Performance Obligations (RPO) surged 363% YoY to US$638B, showing massive future revenue visibility 🔥 AI & CLOUD GROWTH REMAIN THE MAIN STORY • Total Cloud Revenue: US$9.9B (+47%) • Cloud Infrastructure (IaaS): US$5.8B (+93%) • Multicloud Database Revenue: +404% Oracle signed US$67B worth of AI infrastructure contracts in the quarter alone. Management says AI demand continues to exceed supply, and many customers are either prepaying or supplying their own GPUs, reduci
      1.06K1
      Report
      🚀 ORACLE (ORCL) Q4 RESULTS: STRONG BEAT, BUT STOCK DROPS AFTER HOURS 📉
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-13 15:28

      29, Earns S$5,500 a Month and Has S$400,000 Saved — Yet Says His Life Feels “Meaningless”

      SINGAPORE: On paper, the life of a 29-year-old finance professional might look like a clear success story. He has a stable job in the Central Business District, earns about S$5,500 a month, and has built up roughly S$400,000 in savings and investments over the years through trading US stocks. But in a post shared on a local forum on Thursday (Jun 4), he confessed that his life has started to feel rather “meaningless” and “sad” as his job no longer fulfills him. “Every day, I seem to be stuck in a loop where I struggle to wake up because I stayed up late till 1 a.m. the previous night, sit on the train to work like a zombie to the CBD, and do my job.” “My job has pretty standard working hours, no OT, and is not extremely stressful but not enjoyable either. I mostly fix problems that pop up
      1811
      Report
      29, Earns S$5,500 a Month and Has S$400,000 Saved — Yet Says His Life Feels “Meaningless”
    • MrzorroMrzorro
      ·06-13 09:48
      The AI Supply Chain Swept the S&P 500 Leaderboard in H1 2026 The $S&P 500(.SPX)$   navigated a largely bifurcated environment in the first half of 2026. The first quarter was primarily characterized by a distinct sector rotation. Mega-cap technology lagged—with the Magnificent Seven declining over 10%—while capital rotated into defensive and cyclical sectors, notably energy, which surged amid Middle Eastern geopolitical tensions. This dynamic shifted notably in Q2. As $Microsoft(MSFT)$  , $Alphabet(GOOG)$   , 
      118Comment
      Report
    • MrzorroMrzorro
      ·06-13 09:30
      The World Cup Kicks Off Soon! A Quick Look at 7 Major Investment Themes The summer of 2026 is destined to belong to football. As the countdown to the US-Canada-Mexico World Cup hits zero, the globe will enter a 39-day "football time." This is not only the largest World Cup in history (104 matches, 48 teams) but also an unprecedented commercial feast. Deutsche Bank notes that because the event is held in the North American time zone with a significantly extended schedule, commercial exposure for related companies will be markedly higher than in previous editions. From pre-match fan betting and sports equipment production, to in-match media broadcasting rights and concentrated brand ad placements; from offline viewing parties and beverage consumption to fans' cross-border travel and accommod
      112Comment
      Report
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-13 10:35

      Muthu Boy Prata Seller Analysis on Oracle

      Today I read a lot of comments in Tiger Brokers. Cannot tahan already, must say out. $Oracle(ORCL)$   Many of these so-called analysts and experts are like customers who eat one prata and suddenly become MasterChef judges. Read two social media posts, watch one YouTube video, then become Oracle expert. When Oracle drops 10%, wah... immediately all the ghost stories come out. "Debt problem!" "AI bubble!" "Data center oversupply!" "End of Oracle!" Aiyo, last month same people were calling Larry Ellison a genius. Oracle went from around $135 to much higher levels. Up more than 35%, everybody quiet. One 10% drop and suddenly the company is bankrupt. Good earnings don't always mean stock price go up. Bad earnings don
      2123
      Report
      Muthu Boy Prata Seller Analysis on Oracle
    • JC888JC888
      ·06-11 21:48

      INTC, a BUY after current noise settles?

      The last time I covered $Intel(INTC)$ was back in 28 Apr 2026, after it has released its Q1 2026 earnings report card. click here ! to re-read my post. In the April post, its stock price then was a respectable $82.57 /share. Since then, it has further peaked at $129.44 on 11 May 2026 and has begun to pull back a bit, thereafter. Honestly, I prefer it to be like this where the upwards trajectory seems more plausible and not to mention sustainable. Unfortunately, it did not stop, there and then. Fri, 05 Jun 2026 Crash. Since Fri, 05 Jun 2026, a sharp downturn has gripped US stock market and extended throug
      3.57K5
      Report
      INTC, a BUY after current noise settles?
    • BarcodeBarcode
      ·06-13 03:43
      $SpaceX(SPCX)$ $Tesla Motors(TSLA)$  $Alphabet(GOOGL)$  🚀🌌 $SPCX SpaceX enters public markets: the $2T valuation debate begins 🌌🚀 I believe $SPCX represents one of the most significant market debuts in recent years, not simply because SpaceX has become one of the world’s most valuable private companies, but because investors are now being asked to value something that does not fit neatly into traditional categories. Is SpaceX an aerospace company, or is it evolving into a global AI, connectivity, and infrastructure platform? $SPCX is officially trading: 💰 IPO Price: $135
 📈 Opening Trade: $150
 🔥 Trading above $161 At $150 per share, SpaceX r
      3907
      Report
    • MrzorroMrzorro
      ·06-13 09:42
      Intel Attracts Biggest Short Volume as Bears Clash With Bulls $Intel(INTC)$   attracted the biggest short volume, highlighting bears' persistent skepticism over the ability of the legacy chipmaker to catch up to its biggest peers in the race to meet demand for advanced AI chips.  Trading in borrowed Intel shares that were sold short jumped 27% to 24.1 million shares Thursday, the biggest among stocks with a market capital of more than $5 billion tracked. Short sellers raised their stakes in Intel even as the stock jumped more than 9% that day.  Bears piled in, signaling doubts over the positive arguments cited by bulls. Yesterday, Bank of America Vivek Argya double-upgraded the stock to a buy from
      138Comment
      Report
    • orsiriorsiri
      ·06-12 08:57

      Snowflake’s Hidden Gravity

      More Than A Fancy Filing Cabinet The market keeps asking whether Snowflake can defend its data warehouse. I think that's a bit like valuing an airport by its baggage claim. The real battle is taking place elsewhere. Snowflake is attempting one of the most ambitious transitions in enterprise software: evolving from a platform that stores information into a platform where autonomous software agents execute work. If management succeeds, the company's future will be determined less by how much data customers store and more by how many decisions, workflows and business processes run through its ecosystem. That distinction matters because storage is steadily becoming commoditised. Execution is not. This is why I believe the most important investment question facing Snowflake today is no longer d
      1.26KComment
      Report
      Snowflake’s Hidden Gravity
    • BarcodeBarcode
      ·06-12 02:43
      $Lockheed Martin(LMT)$ $Palantir Technologies Inc.(PLTR)$  $Velo3D, Inc.(VELO)$  🛰️🪖📈 Lockheed Martin’s Contrarian Signal, Defence Re-Armament & The Space Race 🚀🏭🌎 🪖 Wall Street Is Hesitant, But Price Action Is Telling A Different Story I’m watching $LMT closely because the setup is becoming increasingly difficult to ignore. While 16 of 24 analysts currently rate Lockheed Martin as Hold or worse, the stock has just triggered a technical signal that has historically produced strong forward returns. The shares remain more than 20% below their all-time high, yet the latest signal appeared near the 260-day moving average, an area that has previ
      8366
      Report
    • BarcodeBarcode
      ·06-12 02:55
      $Intel(INTC)$ $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  🔥🏭🤖 $INTC: Up 385%, Yet 77% Of Analysts Still Aren’t Bullish 🤖🏭🔥 🧠 $INTC’s rally has been extraordinary, but the most interesting part may be what hasn’t happened yet. $INTC is up +190% YTD and +385% over the last 12 months, yet 34 of 44 analysts still rate the stock Hold or worse. That disconnect matters. When price leads fundamentals, analysts often chase. When fundamentals begin improving while analysts remain sceptical, upgrades themselves can become a catalyst. 🏭 BofA just delivered a rare double-upgrade on $INTC and lifted its price target to $135 from $96, a 41% increase. The f
      9157
      Report
    • MrzorroMrzorro
      ·06-11 17:49
      Before SpaceX Rings the Bell: Bull and Bear ETFs Are Lining Up SpaceX prices on June 11 and debuts June 12 on Nasdaq under SPCX $Space Exploration Technologies Corp(SPCX)$   — targeting $135 per share (subject to pricing on June 11), with a ~$75B raise and ~$1.75T valuation that would mark the largest IPO on record. Behind the stock, a quieter ETF arms race has formed: a wave of 2x daily single-stock ETFs is queued up to amplify SPCX's debut — most on the bull side, fewer on the bear side, with additional filings still working through SEC review. Bulls lead. Bears in the wings. All of the ETFs covered here are 2x daily products — they aim to deliver twice SPCX's daily move, in either direction. Anticipated on June 15 (Monday): Multiple i
      413Comment
      Report
    • nerdbull1669nerdbull1669
      ·06-11 10:31

      Market Navigates Geopolitical Volatility, SpaceX IPO, and Hawkish Shift under New Fed Chair

      The volatile session on June 10, 2026, perfectly captured the friction currently defining the market: a collision of hot inflation data, geopolitical flashpoints, and a structural rebalancing of tech portfolios. With headline CPI printing at 4.2% (driven largely by a massive surge in energy costs) and President Trump’s warning of a swift response to Iran following the downed U.S. Apache helicopter in the Strait of Hormuz, macro headwinds are undeniably gathering. How This Week Ends & The Near-Term Outlook (Second Half of June) The immediate direction of the market for the rest of this week and next is heavily tied to a massive liquidity event: the SpaceX IPO on Friday, June 12. The Liquidity Drain: Tech and AI sectors have been hit by intense profit-taking, confirming a tactical correc
      729Comment
      Report
      Market Navigates Geopolitical Volatility, SpaceX IPO, and Hawkish Shift under New Fed Chair
    • orsiriorsiri
      ·06-11 10:16

      Western Digital: The Cost of Remembering Everything

      The AI boom has created a peculiar obsession on Wall Street. Investors spend endless hours discussing GPUs, model sizes and computing power, while largely ignoring a more mundane question: where does all this data actually live? The market seems convinced that AI's future will be determined by who owns the fastest chips. I am beginning to suspect the bigger opportunity may belong to those who own the cheapest and most scalable memory. After all, intelligence is only useful if you can remember it. That brings me to Western Digital. While many investors still view WDC as a cyclical storage manufacturer, I increasingly see a company sitting at the centre of one of AI's most overlooked infrastructure challenges. The world is producing data at an astonishing rate, and AI is accelerating that tr
      603Comment
      Report
      Western Digital: The Cost of Remembering Everything
    • JC888JC888
      ·06-09

      ALOY - Is it Monopoly time all over again ?

      The last time I covered $REALLOYS INC(ALOY)$, it was back in 17 Apr 2026. click here ! for details. At that point in time, it was $9.76 /share (see below) As of April 2026 Since April 2026 post, much has happened with ALOY. Far from sitting static, the company has engineered a massive operational turnaround, transforming itself into a prominent comeback stock on the back of major new alliances, strategic commercial partnerships, and a monumental institutional milestone. Primary catalyst for recent turnaround is official announcement of ALOY inclusion into the broad-market Russell 3000® Index. (see below) Inclusion will come into effect on Mon, 29 Jun 2026. Advantages. This mi
      3.59K8
      Report
      ALOY - Is it Monopoly time all over again ?
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-12 20:10

      China Squeezes the Raw Materials, Japan Shuts Fabs: Inside the Asymmetric War Over WF_6

      ​The next major bottleneck in the AI/semiconductor stock rally isn’t software or design—it’s a rare specialty gas called Tungsten Hexafluoride (WF₆). 🛑🔬 ​Here is why it's trending in global markets right now: ​• The Squeeze: China controls over 80% of raw tungsten. Strict export controls have triggered massive 70% to 90% price hikes for WF₆ gas. • AI Dependency: Advanced AI chips and massive 3D memory architecture depend heavily on WF₆ to deposit ultra-thin conductive pathways in deep, multi-layered chip designs. • The Stock Angle: Global specialty gas leaders like Peric Special Gases $Peric Special Gases Co.,Ltd.(688146)$  and industrial giants like Linden $Linde PLC(LIN)$  are seeing hei
      6087
      Report
      China Squeezes the Raw Materials, Japan Shuts Fabs: Inside the Asymmetric War Over WF_6
    • BarcodeBarcode
      ·06-11
      $Canadian Natural Resources(CNQ)$ $Boston Scientific(BSX)$  $Rigetti Computing(RGTI)$  🚨📉💰 Short Sellers Just Made Their Move, Which Stock Forces Them To Cover First? 💰📉🚨 Short sellers are becoming increasingly aggressive across several well-known names, but history shows that crowded trades can work both ways. I’m watching a growing divergence between bearish positioning and actual stock performance. When short interest rises while share prices remain resilient, the ingredients for a powerful squeeze can begin forming beneath the surface. 📊 The biggest increases in short interest include: • $CNQ +281% • $BSX +83% • $PTEN +82% • $MCK +82% • $CPN
      9508
      Report
    • nerdbull1669nerdbull1669
      ·06-10

      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump

      $Adobe(ADBE)$ is stepping into a defining moment with its fiscal Q2 2026 earnings release scheduled for Thursday, June 11, 2026, after the market close. The stock has had a rough ride, down roughly 25%–30% year-to-date due to a pervasive market narrative that generative AI tools (like Sora, Midjourney, and Anthropic's Claude Design) could disrupt Adobe's creative monopoly. However, a recent early-June rotation back into software has given it some momentum heading into the print. Here is a breakdown of what the market expects, the key metrics that will dictate the stock's direction, and potential short-term options trading setups. Consensus Expectations & Guidance Adobe's own management previously guided to these specific bands, and Wall Street
      1.08KComment
      Report
      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump
    • FisteinFistein
      ·06-12 10:25
      $Addvalue Tech(A31.SI)$ 0.3 Target Price. Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026. Addvalue Technologies (SGX:A31) Simply Wall St Financial Health Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD117.39 million. Operations: The company generates revenue primarily from its Communications Equipment segment, totaling $15.53 million. Market Cap: SGD117.39M
      351Comment
      Report
    • orsiriorsiri
      ·06-10

      QCOM – Licence to Bill

      The Wrong War Wall Street has become obsessed with a single question: can Qualcomm crack the PC market and take meaningful share from Intel and AMD? It is an understandable debate. Qualcomm's Snapdragon X Elite platform and Oryon CPU architecture have finally given the company a credible shot at breaking into a market that has historically treated ARM chips like an uninvited guest at a family barbecue. Yet I think investors are fighting the wrong war. The real question is not whether Qualcomm becomes the king of AI PCs. It is whether Qualcomm can position itself to benefit every time another AI-capable device joins the global network. That may sound less exciting than a silicon showdown, but history suggests the companies that own the roads often make more money than the companies racing o
      5334
      Report
      QCOM – Licence to Bill
    • nerdbull1669nerdbull1669
      ·06-10

      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump

      $Adobe(ADBE)$ is stepping into a defining moment with its fiscal Q2 2026 earnings release scheduled for Thursday, June 11, 2026, after the market close. The stock has had a rough ride, down roughly 25%–30% year-to-date due to a pervasive market narrative that generative AI tools (like Sora, Midjourney, and Anthropic's Claude Design) could disrupt Adobe's creative monopoly. However, a recent early-June rotation back into software has given it some momentum heading into the print. Here is a breakdown of what the market expects, the key metrics that will dictate the stock's direction, and potential short-term options trading setups. Consensus Expectations & Guidance Adobe's own management previously guided to these specific bands, and Wall Street
      425Comment
      Report
      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump