SpaceX’s S-1 confirms Starlink is the real engine. Connectivity now drives over 60% of revenue with strong margins, while Launch mainly supports cheaper and faster satellite expansion. SpaceX increasingly looks like a global communications platform, not just a rocket company. The AI division is the biggest question mark. Losing billions with huge CapEx is risky, but Musk is clearly betting on combining X, Grok, Starlink, and orbital infrastructure into one ecosystem. Whether that deserves a large part of the $1.8T valuation is what investors need to decide. I think today’s valuation is mostly pricing Starlink, while Starship and AI are the long-term upside. If both execute well, SpaceX could become the satellite-era version of Amazon. The IPO also feels more like a funding round for futur

My stock in focus today will be $NVIDIA(NVDA)$  after another monster earnings report that continues to reshape the AI narrative. Q1 revenue surged 85% YoY to US$81.6 billion, while Q2 guidance came in at US$91 billion, implying nearly 95% growth. This also marks the third consecutive quarter of accelerating annual growth and the 14th straight quarter of sequential growth. Free cash flow hit a record US$48.6 billion, while shareholder returns reached US$20 billion. What stood out to me most was the changing structure of Nvidia's growth engine. The company split its data center business into Hyperscale and ACIE segments, and both are now approaching similar scale. ACIE, which includes enterprise AI, industrial AI

I recognize the sharp shift in rates expectations, $US30Y(US30Y.BOND)$ pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust. Even so, I remain bullish going into $NVIDIA(NVDA)$ earnings tonight. I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment. That said, I’m aware of the “good news gets sold” risk in this environment.

What stands out to me is Trump’s portfolio shift from software into AI hardware, semis, EDA tools, and banks. It reinforces the market narrative moving toward AI infrastructure and capex beneficiaries like $NVIDIA(NVDA)$ $Broadcom(AVGO)$ and $Synopsys(SNPS)$ . I get the logic, but I’m cautious about treating the disclosure itself as a signal. When capital flows and political visibility overlap, it can easily amplify short-term sentiment more than fundamentals. Still, it does highlight where attention and liquidity are concentrating right now. On the market side, I think AI-driven EPS growth can still support the $S&P

I think Musk perfectly timed the Starship V3 launch with the IPO roadshow. If the launch succeeds this week, it will massively strengthen the SpaceX narrative before investors even read the filing. This is no longer just a rocket company IPO — it is being marketed as the future of AI, satellites, and space infrastructure. Personally, I think the $1.75 trillion valuation already prices in a huge amount of future optimism. Long term, SpaceX may grow into it, but short term the valuation feels very sentiment-driven with little room for execution mistakes. I probably would not chase aggressively on IPO day. I’d rather wait for volatility to cool down and slowly build positions over time. For now, I still like $Rocket Lab USA, Inc.(RKLB)$ and

My stock in focus today will be $NVIDIA(NVDA)$   as the company prepares to report earnings after Wednesday's close. Despite recent volatility across AI stocks, expectations remain extremely high, especially with Bank of America highlighting five major catalysts including shareholder returns, gross margin strength, Vera Rubin ramp timing, long-term AI revenue outlook, and competition from$Alphabet(GOOGL)$  TPUs. What stands out to me is that Nvidia still appears to have significant earnings momentum. Bank of America expects another $2B–$4B revenue beat versus Wall Street expectations, while also projecting Nvidia can maintain around 70% share of the future AI

$Direxion Daily MU Bull 2X Shares(MUU)$ After the explosive rally across the AI and semiconductor sector, memory stocks are finally seeing a healthy pullback, and that is exactly why I started collecting exposure through the Direxion Daily MU Bull 2X ETF. Instead of chasing strength during peak optimism, I prefer building positions when sentiment cools down and short-term traders begin taking profit. In my view, the long-term AI demand story for high-bandwidth memory, data centers, and enterprise storage remains intact despite the recent volatility. What attracts me to MUU is the leveraged exposure to Micron and the broader memory cycle. Memory stocks tend to move in powerful waves — they can rally aggressively during upcycles but also experie

Monday’s selloff looks more like positioning and seasonal pressure (“Sell in May”) than a breakdown in the AI trend. With AI names already stretched into $NVIDIA(NVDA)$ earnings, I’m not panicking, but I do expect continued volatility in high-beta stocks like $NEBIUS(NBIS)$ , $Lumentum(LITE)$ , and $Corning(GLW)$ . On the Fed side, I think the removal of forward guidance under Kevin Walsh increases uncertainty rather than reducing it. I’m staying more selective with sizing and holding some dry powder, since policy-driven volatility could rise through the summer. For NVDA, I’m still long-term constructive but aware e

My stock in focus today will be $LiveRamp Holdings, Inc.(RAMP)$ after shares surged more than 27% following news that French advertising giant Publicis Groupe is acquiring the company in a $2.2 billion all-cash deal. The acquisition price of $38.50 per share represents a 30% premium, showing how valuable LiveRamp's data collaboration platform has become in the AI era. What makes this deal interesting is that LiveRamp specializes in helping companies securely connect and match datasets without directly sharing personal information. In today's AI race, high-quality proprietary data is becoming one of the biggest competitive advantages, and Publicis clearly sees "data co-creation" as a critical growth driver for the future of AI-powered advertising

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Today, my stock in focus will be $Palo Alto Networks(PANW)$   after the stock rallied last week following multiple bullish analyst upgrades. Barclays, BTIG, Wells Fargo, and Truist all raised their outlooks, reflecting growing confidence in the company's growth prospects and strong enterprise cybersecurity demand. What impressed me most is Palo Alto's continued push into AI-powered cybersecurity. Its latest AI models reportedly can identify seven times more vulnerabilities, while new products like Prisma AIRS 3.0 strengthen its position in securing AI applications. The company's platformization strategy also gives it an advantage by integrating multiple security services into one ecosystem. In my view, Palo

$EQT Corp(EQT)$ Recently, I started to slowly build my position in EQT because I believe the natural gas sector is entering a much stronger long-term cycle. While many investors continue to focus heavily on AI and semiconductor stocks, I see energy infrastructure as one of the forgotten themes that could quietly outperform over the next few years. EQT, being one of the largest natural gas producers in the United States, stands in a very strong position to benefit if gas demand continues to rise globally. The stock has also gone through periods of consolidation and negative sentiment, which creates a more attractive entry point for long-term investors like me. Another reason I am interested in EQT is the growing electricity demand coming from A

$Palantir Technologies Inc.(PLTR)$ Recently, I've continued to DCA into PLTR despite the sharp pullback, mainly because I believe the market is currently rotating away from software and AI-related names in the short term. Sentiment toward high-valuation software stocks has clearly weakened as investors move back into semiconductors, industrials, and defensive sectors. But from my experience, market themes always rotate. Strong companies with real revenue growth and strategic positioning tend to recover once sentiment stabilizes again. What gives me confidence in PLTR is that the company is no longer just a 'story stock." Over the past few quarters, Palantir has consistently delivered strong commercial growth, improving profitability, and expa

My pick would be $NVIDIA(NVDA)$ . Interestingly, most AI & semiconductor stocks have rallied hard this year, but Nvidia has been lagging despite still leading the AI GPU market. Thus, I’m considering averaging up on my position instead of taking profits. The key catalyst for me is earnings next week. I’m also watching the Trump-China visit closely, especially reports that 10 Chinese companies may be allowed to import Nvidia H200 chips again. If confirmed, it could improve sentiment around Nvidia’s China business significantly. So my take is: buy more gradually. I still believe Nvidia remains the backbone of the AI boom, and strong earnings plus positive China news could finally help the stock catch up with the rest of the AI sector. Valuation

$Cerebras Systems(CBRS)$ is my stock in focus today after a strong Nasdaq debut, surging 68% and pushing its valuation near US$95 billion. The AI chipmaker also shows solid fundamentals, with revenue up 76% last year to US$510 mil & a swing into profitability. The key story is its attempt to challenge $NVIDIA(NVDA)$ with a different chip architecture aimed at faster AI training and inference. It’s also scaling its cloud strategy through partnerships with OpenAI and Amazon Web Services, riding the accelerating demand for AI compute infrastructure. Risks remain, especially intense competition and past customer concentration issues, but the IPO could mark the start of a broader AI listing wave. With p

$C3.ai, Inc.(AI)$ C3.ai has honestly been one of my biggest investing regrets so far. My position is currently sitting at almost a 75% paper loss, and looking back, I can admit that I got caught up in the hype surrounding AI stocks a few years ago. At that time, anything related to artificial intelligence was flying, and C3.ai was marketed as one of the few "pure AI" companies in the market. Instead of focusing deeply on fundamentals, profitability, and execution, I treated it more like a meme trade and speculative bet on the AI narrative. Thankfully, the position size was never very large, which is why I'm still comfortable holding and averaging down today. My strategy now is less about believing C3.ai will become the next great software giant

I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEM’s +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer