$MU 20260508 600.0 CALL$ People were calling memory a “cyclical trap” and saying 400 was the top for Micron. Now look at it — pushing toward 600. 2026 isn’t about debating whether storage matters. It is the main storyline. AI, data centers, everything runs on memory demand. The real takeaway? The narrative always sounds smartest at the turning point — just usually in the wrong direction.
Berkshire Hathaway’s Massive Cash Pile: Warren Buffett’s Cautionary Signal or Overly Conservative Stance?
Berkshire Hathaway is sitting on a record cash hoard approaching $400 billion recently reported at $397.4 billion at the end of Q1 2026 under new CEO Greg Abel. This follows years of net stock selling and restrained deployment, even as markets hit highs before recent volatility. Does this mean the market is dangerously overvalued, with few worthwhile investments left? Or is Berkshire simply being too cautious in an environment where others see abundant opportunities, particularly in AI and growth sectors? To answer this, we must explore Warren Buffett’s long-standing investment philosophy, his recent (and ongoing) commentary, and historical parallels. The Scale of the Cash MountainBerkshire’s cash and short-term investments, primarily in U.S. Treasuries, have ballooned from around $100-130
$DBS(D05.SI)$ results reinforced my view that SG banks are shifting toward a fee-driven growth model rather than relying on interest rates. With DBS delivering record wealth management fees & strong deposit inflows, the franchise remains resilient even in a lower-rate environment. CASA strength and inverted rate sensitivity suggest earnings are increasingly driven by client flows, not just margins. The focus now shifts to whether UOB & OCBC can replicate this momentum. With NIM pressure largely priced in, wealth & fee income will be the key differentiator. If both banks show solid private banking and investment product growth, the sector still has upside. My base case is a partial match on wealth strength, supported by continued sa
Today my stock in focus will be Xiaomi Corporation $XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ , as momentum in Hong Kong tech names continues to build with strong sector-wide volatility and upside. Xiaomi surged more than 10%, alongside strength in peers like Alibaba, Baidu, and Kuaishou, suggesting this is not just a single-name move but part of a broader risk-on rotation in China tech. What really stands out is the continued acceleration in Xiaomi's EV business. Xiaomi Auto delivered over 30,000 vehicles in April alone, up 50% month-on-month, marking a new growth milestone. Cumulative deliveries of 109,000 units in just four months highlight improving execu
The Yield & Value Play: Why OUE REIT’s 21% NAV Discount and Hospitality Surge Matter Now
Technical Analysis (TA) $OUEREIT(TS0U.SI)$ The provided chart indicates a significant shift in price action over the past year: Bullish Reversal & Channel: After bottoming near $0.215 in late 2023, the stock established a clear ascending parallel channel. Moving Averages: The price is currently trading above the 20-day (blue), 50-day (magenta), and 200-day (green) moving averages. The 20-day recently crossed above the others, signaling short-term bullish momentum. Key Resistance & Support: Resistance: Immediate resistance is at $0.375 - $0.380 (52-week high). A breakout here could target the consensus analyst mark of $0.44 - $0.45. Support: Strong support is found at the $0.315 horizontal line and the lower boundary of the current uptre
🚀 $AMD at the AI Inflection Point: The $375 Price Target Blueprint 📊
PULSE $Advanced Micro Devices(AMD)$ Advanced Micro Devices is 24 hours away from its most consequential earnings report in years. With Susquehanna's analyst Christopher Rolland upgrading his price target to $375—a 24% jump from $300—and major 6GW hardware commitments from OpenAI and Meta anchoring $17B in projected 2026 GPU revenue, $AMD stands at an inflection where data center dominance transitions from aspiration to execution. The question isn't whether demand exists; it's whether Q1 results prove the supply chain and manufacturing can deliver at hyperscale velocity. KEY NEWS Q1 2026 Consensus Expectations: $1.29 EPS on $9.89B revenue (vs. AMD guidance of ~$9.8B ±$300M, implying 32% YoY growth) Q4 2025 Performance: $10.3B revenue (+34% YoY), 23.
$S&P 500(.SPX)$$Amazon.com(AMZN)$ $Alphabet(GOOGL)$ 📊📈 Earnings Regime Shift: Explosive Beats, Collapsing Misses, Structural Upside Bias 📈📊 🧠 A statistically significant inflection is now undeniable This is not a routine “beat season.” The distribution itself has shifted. With 61% of S&P 500 constituents beating by more than one standard deviation versus a 49% long-run average, upside outcomes are dominating in a way that historically aligns with durable market strength. At the same time, only 5% are missing versus a 13% norm, compressing the downside tail and materially reducing left-tail risk across the index. 📊 Magnitude is forc
$Olam Group(VC2.SI)$ Olam Group - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish. She may continue to trend higher towards 1.29.Pls dyodd. Hosey! Nice Gapped Up this morning! She is rising up to test 1.11 A nice crossing over with ease plus good volume we may see her rising up further towards 1.20 and above. Olam Group AGM , they are quite generous! Handling out $30 grocery voucher plus some of their products! This year also provide mee Siam, quite nice plus tea, coffee and Milo. Future dividend will be depending how OFi and other businesses perform plus the divestment proceeds to hand out as Special dividend. Olam Group - Gd news as it has manged to secure the regulat