To The Moon

One of the biggest winners this year has been $Roundhill Memory ETF(DRAM)$ .  It didn't just walk into the market in a leisurely fashion.  DRAM ETF sprinted at top speed to be the single fastest thematic ETF to reach USD 1 billion in just 10 days.  It set the fastest asset gatherer of the year ballooning past USD 25 billion as institutional funds started pouring in. DRAM ETF has surged an incredible 123% year todate due to its top holdings $Micron Technology(MU)$ SK Hynix & Samsung Electronics reaching stratospheric heights due to AI memory boom. I have been fortunate to own a slice of DRAM as I recognise the physical reality of the AI bottleneck & positioned my capital accordingly

🌟🌟🌟The global financial market is standing on the edge of a dizzying cliff, staring directly down at a 5.5% interest rate.  For months, every investor has been holding their breath, wondering if the relentless drop in asset prices will finally stop or explode into a chaotic market mess. Today, Friday 2 October 2026, the market faces its ultimate test: the US Jobs Report (Nonfarm Payrolls).  Paired with fresh economic drama from Wednesday's PCE Inflation Data, the playbook for investing is about to be completely rewritten in real time. The Bond Blueprint: Hot vs Cold Jobs Data Think of the market as a giant scale and today's jobs numbers is a massive boulder about to drop.  Wall Street is expecting a cozy 90,000 to 100,000 new jobs to have been added last month with the unemp

🌟🌟🌟When the chip sector rebounded on Tuesday but $NVIDIA(NVDA)$ fell 0.72% while money chased $Marvell Technology(MRVL)$ , it ignited a fierce debate: Has NVIDIA lost its crown or is this a breathing room pause for a legendary leader? To believe NVIDIA is showing weakness because of a small red day is to misunderstand market mechanics. The reality is Nvidia's next generation Rubin architecture is entering full scale production.  It is priced at millions of dollars per rack.  The fundamental demand for Nvidia's total integrated platform is completeiy locked in. Why is Marvell up? The market has realised that you can build the fastest AI brain in the world but it is entirely useless if the data

🌟🌟🌟While a USD 84.5 billion commitment from Anthropic sounds amazing, the confidential IPO prospectus disclosures reveal that this deal is not ironclad. There is a clause in Anthropic's prospectus that said it  can cancel this SpaceX's deal by giving the latter a 90 days' notice. USD 84.5 billion is not guaranteed revenue.  It is the maximum spending limit.  For SpaceX, it means the revenue pipeline is remarkably fragile. Moreover this money is just for a hardware lease for NVIDIA's GPUs at the Colossus data center on Earth, not in space. My Take: I will lay in wait for a pullback, not for the space narrative to materialise.  The fundamental demand for AI compute capacity is real but the deal is not concrete. It is still early days for SpaceX's narrative.  While <

🌟The clean energy landscape has just disrupted into a green firestorm.  Is this the dawn of a massive, AI fueled power revolution or are we just watching another high octane speculative bubble? The truth is that industry level demand is undeniably real.  Big Tech's bottleneck isn't chips anymore.  It is electricity.  $Bloom Energy Corp(BE)$ is fundamentally different compared to its peers. Bloom's huge USD 25 billion financing partnership with Brookfield Asset Management & critical data center deployments for giants like Oracle prove this isn't just a conceptual story.  The grid is locked & Bloom provides a deployable off grid solution right now. However the daily momentum is wildly overheated.  When companies

🌟🌟🌟 $Micron Technology(MU)$ didn't just beat expectations.  It completely shattered them, sending a clear message that the AI driven infrastructure boom is accelerating at a breathtaking pace. Micron's Q4 revenue nearly quadrupled year over year, exploding to USD 54.23 billion against the USD 51.07 billion Wall Street expected. Earnings per share hit USD 33.42, clearing consensus estimates by a mile. Gross margins climbed to an incredible 86%, confirming Micron's staggering pricing power amidst an acute memory shortage. Micron projected a revenue of USD 61.5 billion, blowing past the USD 57 billion expected. Micron's shares jumped as high as 15% post earnings.  Then it settled down to about 1% to 2%, signalling that the market has already

🌟🌟🌟Imagine walking into a bakery with SGD 100 in your pocket, desperate to buy the perfect pastry.  You could spend all your money on a single, shiny chocolate croissant.  But what if the baker burnt the bottom or what if the recipe changed tomorrow?  If that one pastry fails, your entire breakfast is ruined.  That is exactly what it is like buying a single company's stock. Instead of gambling your hard earned cash on one single flavour, smart investors buy the "Grand Sampler Pack".  This is a magical box containing a tiny, perfect bite of every single pastry in the shop. In the financial world this box is called an Index Exchange Traded Fund or more popularly known as Index ETF. For Singapore based investors, especially those who are new to the market, you can buy

🌟 $SanDisk Corp.(SNDK)$ dropped 3.65% on Monday and suddenly the bears are whispering that the great AI storage boom is running out of gas. Let's not forget what happened the last time:  $Micron Technology(MU)$ dropped a monster earnings report & SanDisk launched itself into orbit with a huge 22% in a single day. Why? Because the market keeps forgetting a fundamental truth of the AI revolution: AI doesn't just need brains to compute.  AI needs an astronomical amount of flash memory to store the data. To traders sitting on their hands and waiting for clarity : I get it, volatility is scary.  But you know the demand for enterprise SSDs is an absolute fortress.  Buying this minor dip

🌟 $Tesla Motors(TSLA)$ takes a 5% hit over 2 days and right on cue, critics are out claiming the wheels are falling off the wagon. The reality is Mother Nature has decided to dump torrential rain over Central Texas.  This has forced Elon Musk to push back the outdoor Roadster hypercar reveal by 2 weeks. The market threw a tantrum  because it has to wait a little longer but the big game is this Friday. Friday's Q3 delivery numbers is the ultimate showdown.  The bears are leaning into macro slowdowns with JPMorgan trimming numbers and flashing caution.  But they are blind to what is happening inside Tesla's showrooms. The family targeted 6 seat Model Y L has been a winner since orders opened in July.  Showrooms have literal

🌟🌟🌟Monday was a brutal reminder that $Intel(INTC)$ turnaround is a marathon not a sprint.  While $NVIDIA(NVDA)$ was busy buying back its own weight in gold, Intel took a sharp 5.67% dive to USD 116.03. For investors who chased the spectacular 40% rally earlier this month, the sudden red candle feels like a splash of ice water. Let's be honest.  The valuation of Intel vs NVIDIA is not shrinking overnight.  Investors are looking at Intel's multi billion dollar foundry losses and realising that building an elite OEM chip making empire takes years. The market has the patience of a toddler.  So any pullback sends people running back to King NVIDIA. I believe this pullback is just a norma