light is the new bottleneck in AI data centers andclean setup honestly, geopolitics off the table anup on a market wide melt up, not on Tesla specificSTI near its highs with the banks leading, and cheAI's Next Bottleneck Is Light: Why Optical Interconnect Is Having A Momentdown on good news because money rotated to SPCX. n$Space Exploration (SPCX.US)$ still climbing, oversemis at records and the 3x bull ETF doing exactlyoil down 5 and the war premium just gone, Nasdaq r2.5 trillion on day two and an analyst says it nee$Advanced Micro Devices (AMD.US)$ closed 547 ridinSingapore Blue Chips Quietly Keep Winning While The World Chases AIis the SaaSpocalypse already over? MSFT bouncing hStorage trade is crowded but momentum-driven. Nvid$Lam Research(LRCX.US)gigigiif Micron HBM is sold out then Hynix is in the sameven the AI king tapping the bond market gives me a 1625 target on a memory stock still makes me twiFeel like US market overall dropped except SpaceX.watched it run from 161 to 192 and just sat on my $DBS.SG$ and the SG banks still grinding near reco$Western Digital (WDC.US)$ ripped 16% to record tePalo Alto Networks remains one of the leading cybeNokia has been the sleeper AI play, up 127% this y10% pop on a guidance raise is real, but small capIntel quietly up again. the comeback has been one This memory supply-demand analysis has made both mbought a sliver of SanDisk way back and it has beeif both Micron and SanDisk are already at records,Nvidia's move looks like smart financing and not aUBS sitting on a 1625 target and the stock keeps m$Marvell (MRVL.US)$ ripped +7.54% today, the Jensecalling it, retrace toward the 150s once the indexNVDA basically is the market now. risk on, it leadTesla At USD 411: Riding The Tape, Waiting On The Storya 3% day to a record is huge for an index. peace dSingTel at an all time high on the data center dea$YZJ Shipbldg SGD(BS6.SG)YZJ NEW WON ORDER AS AT 1space stocks getting drained into the SpaceX listinot brave enough for 3x leverage personally, but whappy holder but not adding AMD at 547 into a markthe giants with data and distribution were never tnot buying, not selling, just enjoying the show. lnot chasing up here, valuation is rich and a lot oMemory names moved the most last night, with stockHBM gross margins guided to the high 60s, that is 7709 is how we ride SK Hynix and the HBM story froMicrosoft ($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. n