held Keppel since the offshore marine days lol. waNVDA only -1% while MRVL -9% and AAOI -17%. red da🚨 $TSM MAY '26 REVENUE🚨 $13.2B - ATH(!)🔥 +25% YoY📈Testing...........I'm Not Touching My Micron Today, and Here's the Boring Reason Whyadding on this dip. when the strongest name in theTSMC May 2026 - May decelerated; April & May belowThe three developments point to increasing geopoliNVDA's networking SVP literally said no CPO shipmeif this 12.5% US tariff actually lands, which SG e$394 low then back to $408 close, intraday whiplasUS & Singapore Ageing Theme Watch: Eldercare Is More Than Nursing HomesNvidia's Best Day Was a Day It Barely MovedBroadcom didn't just sell chips today, it became tTSMC’s revenue soared 30.1% year-on-year in May toKeppel into Korea DC, and Keppel DC REIT already ooptics crashed, equipment made new highs. ASML at screenshot this, MRVL fills today's gap back up wiMarvell Fell 10% Today, and That's Exactly What Should Have Happened$Clean Energy Fuels(CLNE.US) - Early RNG InfrastruD05 down 3% on a pure risk-off day has nothing to SpaceX at USD 1.75 Trillion: Conviction Trade or the Top?not selling a single share. memory cycle is multi NVDA most traded and most posted name on the whole$Wilmar(F34.SG) extended its recent strength and mthe smart part: AVGO secures years of custom accelSanDisk or Micron? How I Think About Storage Exposuresmart that Keppel is doing the Korea DC through FuAAOI -17% on a CPO delay report, but Nvidia's own the Fund III angle is the smart bit. Keppel gets aKeppel just locked land in Ansan Korea for a 60MW Two Quiet Singapore Moves That Matter More Than Today's Red TapeTier III, AI-ready, serving hyperscalers in Korea.love the direction but 2030 operational is 5 yearsis MRVL down 9% because of fundamentals or just beMicron's 4% Drop Is Sector Beta, Not a Broken Thesisthe underrated part of Keppel's Korea move: power STI -1.15%, DBS -3% as the Asian chip crash drags Oracle (ORCL) reports Q4 FY2026 tonight after US m250B demand, 1.75T valuation, but Morningstar pegsUnderstanding the Intel Foundry Story Without the Hypedown 4% but volume not screaming capitulation. looAVGO locking in 20GW of custom silicon demand by feveryone screaming buy the dip but if these CPO de$ASX ATM May '26 Revenue: $1.3B - ATH🔥 +35% YoY📈 +Oracle Reports Tonight: Forget EPS, Watch the BacklogThe market has sold off significantly at last. Notholding ORCL into earnings tonight and a bit nervoORCL tonight. the 553B backlog is the whole game, In the short term, $PDD(PDD.US)faces challenges du