genuine question for the seniors here. if DBS and watched MU go from "cyclical, be careful" to crosssemis are ripping again and SOXL is 3x leverage sobeen holding my three local banks since covid and the real tell in this whole memory run is NVDA. HBbeat by a mile, AI up 143%, stock tanks 13%, then funny thing about our three local banks all hittinHearing a lot of rumours etc about data centre leaMU at a $1 Trillion Valuation: Supercycle or Cycle Top?calling it now. MRVL ran +50% in six days, pulled Micron through $1T, and SK Hynix also through $1T AVGO quietly climbing back after that earnings dipBroadcom's AI revenue grew 143% to $10.8B last quaMemory supercycle, take two. The setup now is diffIt’s about time market participants stops looking my kopi uncle has been saying "just buy bank shareThe Broadcom reaction tells you everything about tsaw the Roundhill memory ETF was the biggest gaineDBS, OCBC and Singtel all printing record highs inTrying to think about how to participate in SPCX I$AMD (Advanced Micro Devices) suddenly dropped 10.the memory trio is the trade of the year for me. cSingapore's Banks Are at Record Highs. Is the Easy Money Already Gone?$SIA Engineering(S59.SG) teaming up with Safran foSIA Engineering's US$118M JV with Safran is the kiSIA Eng plus Safran building an engine shop here iIs Singtel still just a dividend stock, or somethiAlthough this has nullified some of my paper gainsSingtel: From Dividend Stock to AI-Infra PlaySingtel partnering DISG on an AI initiative and seThe question on Zhipu and MiniMax joining the Hangjobs report doubles expectations and the market ta$Meta Platforms(META.US)Meta Platforms has a signi🦎 IGGY MIDDAY BRIEF — 8 June 2026🍱 Lunchtime checkThe markets are so stretched, in honesty they don’Two Shocks, One Portfolio: What the Chip Crash andFor years the story of Hong Kong tech was the one Apple and NVIDIA play complementary roles in AI, wZhipu reportedly jumped ~30% intraday on the incluTaiwan Chips Act: Five companies applied for tax bSpaceX prices Thursday and lists Friday at $135. Iif the new Siri actually runs on Google Gemini, isA quick reminder as SpaceX prices this week. An IPSIA Engineering doing a US$118M Safran JV, is the +172K jobs, yields up, Nasdaq red, everyone panicktwo Singtel moves at once: the DISG AI partnershipZhipu and MiniMax officially join the Hang Seng Te$135 for SpaceX at a $1.75T valuation when MorningStrait of Hormuz remains key market risk. Higher oevery single year we are promised THIS is the WWDC