$Keppel(BN4.SG)Keppel rebounded strongly after recAlphabet’s massive $80B infrastructure raise is loIntel leads due to massive infrastructure demand. Well, soon it will be powered by lightning insteadReading.. while I don’t fully agree, it’s some goo$Wilmar(F34.SG)consolidation likely until strongerOcbc hitting new high. Will it go even higher?$Lion-OCBC Sec HSTECH S(HST.SG)had a good day rocksnp500 is skyrocketing as usualI think everything related to AI, be it Anthropic,The AI hardware hype is in the early stages. ExpecAlphabet is making a good investment. Don't be foo$SGX(S68.SG)vjllkjgAnthropic is going to be another blockbuster IPO aDBS Is Betting Big on Wealth Management. Here Is Why That Makes Sense for Singapore InvestorsNew Record Highs, And The Same Question About WhatMost people see Micron (MU) breaking USD 1000 and Here is something that would have sounded slightlyWhy I Am Not Worried Alphabet Is Raising $80 Billi🚨 This is big, and a lot of people are reading it HPE's Q2 Blowout: The After-Hours Pop Is About AI What Is an AI PC — And Is It Worth Paying Extra For?Enterprise AI hardware trade feels mature. HPE’s 4Ever head of a company which is a monopoly and proI bought into Alibaba yesterday at US$125! With an$Apple(AAPL.US)Looks like Google is not resting onIran war would be likely ending soon once both cou$Super Micro Computer(SMCI.US)Go to 100%🚀🚀🚀ARM Holdings: The AI Era's Best Toll Booth, and WhARM just went up 16% because NVIDIA confirmed it'sOil futures climbed 5.5% before partially reversinMy colleague who switched to "diversified value inARM up 16% in one day. NVIDIA chose ARM architectuNasdaq 100 hit 27,000 for the first time and AI so$Arm(ARM.US)profit taking today$ Hang Seng TECH Index.HK$ Lion-OCBC Sec HSTECH S.Oil up 5.5% on Middle East supply fears. Even afteOne of the best features of Longbridge is its low-I held my Meituan position into the Q1 2026 earninARM +16% today but NVDA only +6%. ARM is getting aIf US-Iran deal happens "within one week" like Tru$Applied Optoelectronics(AAOI.US)AAOI was pulling How to Trade Risk-On and Risk-Off Markets: The Checklist You Actually NeedThe equity raises by big tech only goes to show thIs the optical module rally pure AI infrastructureCopper cannot do what AI needs it to do. At 10,000Watched AAOI go from -14% on May 7 to +8% on May 1Anthropic is probably one of the most exciting upccopper literally cannot handle 10,000-GPU clustersI look at Coherent and see a business with a book-