not chasing the first green candle. thin float can$Advanced Micro Devices (AMD.US)$ closed 511 up alif Azure is still growing and capex is the only wothe cleanest one click way to play the memory supeAt last we have a date for the peace deal signing!US-Iran Peace Deal is all done, just left with putbarely moved today but the chip tape underneath waup 250% this year and i still kind of dont trust i70 plus launches on the manifest and Q1 revenue upnot selling my NAND exposure, the shortage has yeais the custom ASIC story actually big enough to manot touching my position either way. through everyMicron At USD 982: Is The Memory Supercycle Real Or Just Another Spike?closed up 19% at 161 day one and still bid in afteDan Ives calling the SaaS doomsday overdone and i Salesforce down 30, Workday down 33, but these are$纳指 100 ETF - Invesco(QQQ.US)$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 decid