the 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$BYD COMPANY(01211.HK)Not sure about BYD future? Iclosed 406 up almost 2% riding the SpaceX halo. whI’m not vested in SIA and SATS. I think this kind SanDisk Up 692%: The NAND Story Hiding Behind HBMTrump claims that agreement has been reached with up 200% ytd and still feels early when you look atcalling it now, retrace toward the 135 IPO price wburned holding Intel through the bad years so i amQQQ grinding higher with the Nasdaq at 25889. risk$AST SpaceMobile (ASTS.US)$ down 15% as the whole holding a little SOXL as my high octane chip expos49% growth in AI related revenue from routers, swiupgrade plus broad semi strength is a nice combo bif both Micron and SanDisk are already up huge, isAMD is steadily expanding its presence in AI and dThe Musk Halo Is Real, But Tesla Has To Earn Its Own Re-Ratingcalling a fresh all time high on NVDA before the nBiggest IPO Ever: What SpaceX's USD 1.75 Trillion Price Tag Is Actually Betting Onclosed near 982 and UBS just moved the target to 1software still under pressure as money rotates to is the SaaSpocalypse overdone though? Microsoft is