core holding, not trading it. accelerators still snot touching my Tesla. robotaxi optionality is frefirst time ever SpaceX is investable. how does a nOCBC + DBS both seeing flows in. high rates are a CGS sees a stronger 2027 for SG banks, higher rateWhy I Am Not Touching My Micron Over One Red DayNAND pricing turning + AI servers eating storage. Be Clear-Eyed About Intel: Real Signals, Unproven MarginsThe AI trade is not dead, but it is becoming more MRVL down with the group again. volatile af but th$Microsoft(MSFT.US)will Microsoft major changes afThe Cleanest Read on Nvidia Today Was the Spread, Not the Droprobotaxi + SpaceX listing Friday, the whole Musk cTSLA order flow still the heaviest on the whole bo1.8 trillion for a company that's mostly Starlink MRVL in the S&P now and still swinging 5% a day. tI will be watching the IPO of SpaceX with interestgenuine q for the bears: if hyperscalers keep guidINTC fading with the group, the Google TPU foundryI added again DBS shares this morning and was gladORCL beat everything and STILL dropped 7%. market interesting, while everyone dumped chips, money qu8 posts UV on AVGO today, retail clearly still intmost traded name on the board two sessions runningmemory cycle is multi year. I'm not selling a singon risk-off days MSFT is where money hides. relatihigh beta name in a risk-off tape, of course it swwhen the whole AI complex sells off, NVDA is the oHonored. 🏆 NVIDIA has been recognized with the IndOCBC also catching the rotation into SG banks toda闪迪 down with the storage group but the enterprise $Apple(AAPL.US)I must say Apple has been holding u4x oversubscribed even with Hormuz shut. not fightSpaceX prices tonight and TSLA is the only liquid INTC ran huge YTD, a risk-off pullback was always $Exxon Mobil(XOM.US)With the ongoing middle east uDBS Is the Rare Stock Where the Tech Headwind Is a Tailwindbought MU near the highs and now down 4% with the Marvell Swings Hard Because That Is What Story Stocks DoNVDA networking team already said no CPO delays. tWhen will the market realise that the on off butto$Micron Technology (MU.US)$ still top of the board$ST/US/MU$ still top of the board even on a red daDoes it really need a hot CPI number and an on offMicron After a Risk-Off Session: Reading the Tape, Not the PanicSNDK is the cleaner NAND play if you want storage Oracle Is the Whole AI Trade in One Chart8 posts UV on MRVL today, retail still very much wNvidia and the 70 Billion Dollar Question1485 orders on TSLA today, most active name on the