not chasing up here, valuation is rich and a lot oMemory names moved the most last night, with stockHBM gross margins guided to the high 60s, that is 7709 is how we ride SK Hynix and the HBM story froMicrosoft ($MSFT) is proving it’s still the ultima2x Micron at a record makes me nervous, not greedytook some profits in Nokia today after that run. nNow that the peace deal has firmed up, everyone seis Intel actually fixed or just riding the AI chipAI storage theme remains compelling as larger and SanDisk Up 724%: The NAND Half Of The Storage Boommemory basket at records makes me want to take a lis the custom ASIC market actually big enough to mIGGY'S PRE-BELL DIVIDEND RADAR — 16 JUNE 2026THE Bincredible business but day two parabolic moves onrobotaxi optimism plus a market ripping to recordsNvdia stock price running up last few years, make first bond sale in five years and the order book bbought a tiny bit near the lows of the year and no霍尔木兹海峡重新开放后油价下跌，对新加坡航空和进口商有利。同时对于新加坡的能源出口是利好消息。本周新SIA Traffic Miss, Elite UK REIT Halt, AI Surge HitWith Hormuz set to reopen soon, I do not see any iSPCX day two +20 to 192, already over 2.5 trillionWDC +16, Micron back over 1000, the whole storage ☕️ [Task Coins Giveaway] Daily Market Talk — Memory Stocks Smash Records, Nasdaq Hits All-Time HighInspired by Warren Buffet’s portfolio, I’ve decideNew reports that $AMD is scrambling for CW laser s$SPDR S&P 500(SPY.US) Something I like to do when $Tencent 5xLongSG270930(PSJW.SG)Tencent remains on$Jardine C&C(C07.SG)did anyone receive dividend?$XIAOMI-W(01810.HK)Holding Xiao mi shares needs co$Palo Alto Networks(PANW.US)Palo Alto Networks: Th$Meta Platforms(META.US) Meta has started dismantlWhat a chart 😂 $SPCX$XIAOMI-W(01810.HK)Some worry about Xiaomi’s outloTSMC has teamed up with Japan’s Ibiden and Innolux$NVIDIA(NVDA.US)$Invesco QQQ Trust(QQQ.US)$S&P 500$SPY $SPX Missed the Iran Peace Deal gap up? So wh$Amkor Tech(AMKR.US)steady amkor stock, i will holEveryone has been captivated by SpaceX last week tThe semiconductor industry is officially entering SPACEX STOCK SOARS AFTER BLOCKBUSTER DEBUT SpaceX $MAGS RECOVERY NEEDS FOLLOW THROUGH. $SMH + $QQQ IIRAN'S MEHR: EXPLOSIONS OCCURRED IN STRAIT OF HORMPROPNEXHere is my PropNex (OYY) holdings. Looking FINANCIAL TIMES: A $300B RECONSTRUCTION FUND COULD$SpaceX(SPCX.US) had another great run to end its ⚡Energy is the foundation of the AI 5-Layer Cake. ISRAELI MILITARY SAYS IT INTERCEPTED NUMEROUS ROCKThis is why we follow Trump's trades too✍️ Remembe