$纳指 100 ETF - Invesco(QQQ.US)$纳斯达克 100 指数 ETF - Inthe rotation is brutal and clear, money is fleeingholding my $Microsoft (MSFT.US)$ through all this newbie here, why are software stocks crashing when$INTC taught me an important lesson this year. Afteven Apple got dinged on AI worries this week. if this is not all or nothing lah. the giants with diDBS is trading at a significant premium to both itthe whole bear thesis is AI agents killing per seaIntel At A Double Upgrade: Turnaround Or Squeeze?$SpaceX(SPCX.US)Price starts to rocket up, war end$Oracle (ORCL.US)$ flat at 184, finally stabilisinGoogle continues benefiting from its dominant sear7709 gives me the Korea memory and HBM exposure widown 15% on no bad news of its own, just pure rotaMicrosoft Down 27%: Is The SaaSpocalypse A Reset Or A Buying Window?every dip in this name for two years has been a buMain risk is whether the US-Iran deal holds any reevery Tesla bull i know was glued to the SpaceX tinot selling a single share. the distribution of methe read is simple, every AI data centre needs optSpaceX At USD 1.75T: A Scarcity Trade, Not Yet A Value OneSOXL is my high beta semi bet and it is ripping wiis AMD actually winning AI share or just riding thRocket Lab Joins The Nasdaq 100 And Falls 11%: The Space Shakeout ExplainedQ3 revenue up 251% year on year. that is not a typAt last we have a peace deal with an actual date ocustom silicon is where the next leg of the AI trathe SpaceX listing does not change a single Tesla The Strongest Nvidia Signal This Week Was Not Its Pricescreenshot this, Micron joins the trillion dollar look under the hood and it is two engines. StarlinINTC up another 5% after the 9% Thursday. double uif you believe the memory upcycle but cannot decidjust hold the memory ETF and stop trying to time iif Micron HBM is sold out then Hynix is in the exahonestly at this point NVDA is the index. macro riSOXL is the leverage play when you are confident trobotaxi narrative plus the SpaceX listing in the What A USD 1,625 Target Really Assumes About MicronLooks like $IFAST(AIY.SG)is starting to move. It h$DBS.SG$ and the STI sitting near record highs whiincredible company but 1.75 trillion on day one is$Apple (AAPL.US)$ down 1.5% as the WWDC Siri and ASome breakthrough at last, sunny sky.Jensen literally called $Marvell (MRVL.US)$ the nethe bear case is just the 190 billion capex numberNVDA quietly closed 205 while everyone watched Spacalling a bounce once SpaceX euphoria cools and pe$BYD COMPANY(01211.HK)Not sure about BYD future? I