To The Moon

$JustCo(JCO.SI)$ 1 Target Price Based on the available information, JustCo (JCO.SI) has clear and visible growth catalysts driven by aggressive physical expansion and strong industry tailwinds. The company is executing a well-defined strategy to increase its workstation capacity and is backed by strong shareholder support, positioning it to capitalize on the growing demand for flexible workspaces in Asia Pacific. --JCO Growth Catalysts-- 1. Strong Expansion Pipeline & Scale JustCo's primary growth catalyst is its visible expansion plan. Maybank Research forecasts the company's workstation capacity will grow at a 19.5% CAGR over 2025-2028 1. This expansion is already underway: New Locations: The company recently launched a new co-workin

🍎 Apple at Record Highs: Breakout or Expectations Getting Too High? Apple has surged to a fresh record high, with the stock gaining around 4% in one session and approaching a $5 trillion valuation. The move appears to reflect renewed confidence that Apple may finally be turning its enormous installed user base into a meaningful AI growth story. The question is no longer whether Apple is a great company. The question is whether the share price is now expecting too much, too quickly. 🟢 The Bull Case 1. Apple may finally have a clearer AI pathway Apple has reportedly received regulatory approval relating to its generative-AI technology in China, potentially allowing Apple Intelligence and future Siri upgrades to reach one of its most important markets. That could strengthen demand for newer d

$CSE Global(544.SI)$ DCA Company Overview CSE Global Limited (SGX: 544) is a Singapore-headquartered technology group that provides integrated industrial automation, communications, and electrification solutions. It operates globally, with a strong presence in the Americas, Asia-Pacific, and the Middle East. It serves the oil & gas, infrastructure, mining, and utilities sectors. The group prides itself on a highly recurring revenue model from long-term maintenance and brownfield projects, giving it earnings visibility. --- Key Business Segments 1. Automation & Electrification Design, engineering, and integration of process control, safety systems, and LV/MV switchgear. Heavy focus on energy and infrastructure, with growing exposure

$Elixir Energy Ltd(EXR.AU)$ Just revisited this oil and gas company. The share price corrected 18% yesterday after the company made an announcement of its testing result. If I had not known better, I would have thought the test results must be bad to trigger this drop. I had digged out the announcement and noted that unexpected gas surge during the test resulted in instability in the test. As a result, the company planned to use different tubing string to contain this unexpected surge in gas flow. To do that, they need to shut in the well to prepare for the new test, resulting in a week's delay. Market hates uncertainty, resulting in the big correction yesterday, continuing into today. The correction appears strange, at least for me. Unexpected

$UnitedHealth(UNH)$ Held so long until got emotional attachment. Sold a bit, the rest can continue to fly.

$PLTR 20260807 200.0 CALL$ make use of the big drop to close the call.

Why AAOI Plunged After Announcing a Capacity Expansion: One Piece of Good News Exposed the Market’s Biggest Concern The optical communications sector also suffered a sharp sell-off today. As of around 2:45 p.m. Eastern Time, $Applied Optoelectronics(AAOI)$ was down approximately 12.2%, $Lumentum(LITE)$ had fallen around 7.7%, and $Coherent(COHR)$was down roughly 5.3%. AAOI’s decline was significantly steeper than those of other major optical communications companies. The most obvious explanation was the company’s newly released announcement regarding the expansion of its Pearland facilities. AAOI announced that it h

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,

$SATL 20260717 10.0 CALL$  My first call option Pity pain 🤧

Since forming the all‑time high at $121.6 on January 29, 2026, Silver (XAG/USD) has entered a pronounced correction. The decline has unfolded with a clear Elliott Wave structure, and the ideal extreme target remains the 100% Fibonacci extension at $38.8. Whether this level will ultimately be reached is uncertain, but the broader corrective sequence continues to suggest further downside potential. Short term, the rally to $63.29 marked the completion of wave (B), as illustrated in the one‑hour chart. From that point, the market resumed lower in wave (C), which is progressing with internal subdivision into five waves. Down from wave (B), wave ((i)) ended at $57.19. A corrective rally in wave ((ii)) terminated at $60.76. The subsequent decline in wave ((iii)) reached $56.84. The rally in wave

$Vividthree(OMK.SI)$ RUN!!! Before this company share the same fate as SMI Vantage

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I guess time is the only solution now. Who's on the same miserable boat?

$Rocket Lab USA, Inc.(RKLB)$ still here ;) I have started building on spacex as well. Space exploration is a very long term play. I take it as my next generation insurance against Western domination, and willing to see these 2 go broke in exchange of Chinese domination. Not an investment advice. 

Nice Sharing 😁 @JC888 @Barcode @koolgal @Aqa @DiAngel @Shernice軒嬣 2000 //@Shyon: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

The evidence so far points more towards a policy-driven valuation reset than a collapse in the memory super-cycle. The sell-off was triggered by two macro factors arriving together: The Bank of Korea unexpectedly raised its policy rate by 25 basis points to 2.75%, its first increase in three and a half years, and signalled that further tightening is possible. Higher interest rates reduce the present value of future earnings, which particularly affects stocks that had risen sharply on AI optimism.  Korean regulators have also been tightening scrutiny of single-stock leveraged ETFs, which can amplify both rallies and sell-offs through daily rebalancing.  That does not automatically mean the underlying demand has deteriorated. The key drivers of the current cycle remain largely unch

The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion.  The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se

Apple's rally looks less like a new growth story and more like a rotation into perceived quality. The market backdrop supports that interpretation. Cooling CPI and PPI reduced concerns about inflation, while strong bank earnings improved overall risk sentiment. At the same time, investors were exiting the most crowded AI hardware trades after the sharp sell-off in memory stocks. Capital needed a home, and Apple, with its enormous free cash flow, resilient Services business and balance sheet, became a natural destination.  That said, Apple is not without challenges: The stock is trading near record highs after a strong rebound. Hardware growth is expected to moderate after recent strength. Rising DRAM and NAND costs could pressure hardware margins, although Apple has historically been