@Shyon:I am still bullish on the AI-driven memory cycle, especially with HBM demand remaining strong. Samsung’s huge profit growth shows how powerful the current pricing environment is, but the muted share-price reaction tells me investors are already looking beyond the next quarter. For me, the key question is how sustainable these margins are. I will watch DRAM/HBM pricing, new capacity and whether hyperscalers push harder on costs. In a cyclical industry, stocks can peak before earnings do. I am not calling the cycle over yet because AI infrastructure demand remains strong. However, I would stay selective rather than chase record earnings. If demand keeps outpacing supply, the cycle could last much longer. @Tiger_comments

@DiAngel:I m now enjoying my dinner at the lounge using my Dragon Pass. I m trying to compare German food to that of SATS Premier Lounge. [Facepalm]  [Blush]  [Chuckle]  Both are equally bad! 🤣🤣🤣. I was so impressed that this year I m travelling with lesser and lesser baggage. In the past, SIA will charge me excess baggage when I m on business trip. I don't argue with them, I just passed them my corporate card. As for personal trip, I just act innocently and like a little girl waiting to be lectured by an elderly. SIA will just let me go. 😇😇. South Korea business trip: 8 days - went with 14kg and came back with 31kg. 😂🫣[LOL]  [Smile]  [Happy] loaded with 1.5kg fruit jams, 3.5kg car brochure, 3kg korean citron tea etc etc.  Perth : 11 days - went with 18kg n came b

@Shyon:I would choose ①. I think AI is more likely to strengthen the moat of leading SaaS companies that already control enterprise data, workflows and customer relationships. Replacing these systems is much harder than simply generating code or building an app. For companies like $Salesforce.com(CRM)$ and $ServiceNow(NOW)$ , AI agents could become a new monetization layer rather than a direct threat. I am especially interested in whether customers are willing to pay more for AI-driven automation and whether this can translate into meaningful incremental ARR. That said, I would not ignore the longer-term risk. If AI eventually lea

@DiAngel:My vacation is coming to an end as tomorrow I m flying home.  Met my Milan couple colleagues at Como. The cathedral is Como Cathedral. The husband remembers that I love Pesto sauce. Hence he bought the pasta and pesto Sauce from our Italian customer who used our instrument.  As for the honey, my Italian friend bought it from his friend's daughter who keeps bees. I was told it is chestnut honey. 😱. I need to taste it if it indeed has chestnut taste. It is a pity that I didn't have the chance to meet another retired German colleague who underwent surgery a week before my arrival. Otherwise, he will give me 1-2 bottles of home made jam. He has both jam and cleaning services business.  @Wayneqq

@Shyon:I think this list shows AI is becoming much broader than GPUs. $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ remain core beneficiaries, while I am also watching $Lumentum(LITE)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Fortinet(

@DiAngel:trattoria da ettore napoli - TripAdvisor recommendation. No regrets! It is better tasting than  Osteria Della Mattonella. Their prices are very close to one another. Both restaurants need reservations by phone booking - they don't accept walk-in customers or advanced booking for next day. 11am phone booking.  Osteria has 2 seatings ie 6+pm or 8+pm whereas Trattoria serves 8-10pm for dinner.  @Wayneqq @1PC @rL @MHh @melson @breAkdaWn  Clams sphage

@Shyon:Last week was mixed for me. $NASDAQ(.IXIC)$ remained relatively strong, while the $S&P 500(.SPX)$ and $DJIA(.DJI)$ were pressured by higher Treasury yields. The weak jobs report and softer core PCE reduced Fed hike expectations, but elevated yields remain a key risk. I am still focusing on quality growth and AI-related names rather than chasing short-term moves. Semiconductor strength is encouraging, but I remain mindful of stretched valuations and the impact of higher rates. I also see opportunities during pullbacks if the underlying fundamentals remain strong. This

@koolgal:🌟🌟🌟Dear Tiger Friends:  Are you ready to guess Singapore's favourite household name?  I call this company The Freshness Fortress of Singapore. When everyone is sleeping, this hero is out at the fisheries at 3am just so your grandma can fight over the freshest fish.  It is the only place where you can buy a week's worth of groceries, a random plastic stool and leave feeling like a financial mastermind because of CDC vouchers. Forget the stock volatility.  As long as Singaporeans need instant noodles & toilet paper, this Freshness Fortress is here to stay! Can you guess the name of this stock?  Hurry! The first one with the correct answer wins Tiger Coins 😍😍😍🌈🌈🌈💰💰💰 @TigerEvents

@DiAngel:Chiaia Metro station - red red red.. with evil eyes on the top too.. The big brown dessert - they call it "Baba". It tastes like Indian's super sweet sponge cake soaked in syrup. Another metro - Garibaldi.. the painting on the glass looks so real. As if the passengers are waiting for the metro..  All these photos from Naples @Wayneqq @1PC @rL @MHh @melson @breAkdaWn