$ Destiny Tech100.US Can it make a run today? 😭Look at a Micron chart and you see a textbook paraA quick reminder on memory, because the numbers rimemory has always been the most brutal boom-bust sISRAELI MILITARY SAYS FIGHTING IN SOUTH LEBANON COMicron at a $1 Trillion Valuation. Supercycle or Cycle Top?AEM up roughly 6x this year and the 1Q numbers actBroadcom’s post-earnings selloff highlights how elThe optical names are quietly becoming AI infrastructure compoundersMU reports late June and that is the real test. ifEverybody is chasing the AI chips and totally sleewatched AEM climb from a couple dollars to past S$the optical module squeeze is real. 800G demand juFabrinet building a 2M sq ft plant for +50% capacimemory is in a full supercycle. DRAM contract pricOptical is quietly the tightest link in the whole $PING AN(02318.HK) I just opened a position in Pincalling it, AEM keeps grinding higher into the memif NVDA locked up Lumentum and Coherent EML supplyCoherent quietly went from optical nobody to S&P 5AI remains a strong theme but markets are now focuMicron near $1,000 and around a trillion dollar vaIs AEM a quality compounder, or just an AI cycle tnew to SG stocks here, AEM ran up 6x and one analyAEM Holdings Is Up 6x This Year. Do the Numbers Justify It?$GLD SG(GSD.SG)The market is so overstretched withAEM Holdings (AWX): the SGX small-cap riding the AI test boomBroadcom actually reported good results. But the mLumentum did record revenue up 65% and guided anotwent to upgrade my PC RAM and nearly fell off my cfinally a SGX small cap that is a proper AI play a$SIVE looks like both a chokepoint and a bottlenecBroadcom’s drop signals AI hardware valuation fatiAI still the main themes, unaffected by the wars g$Wilmar(F34.SG) just announced a 50:50 joint ventuIntel Jumped 4.43% on Its 18A Reveal. Is the Comeback Real, or Just a Good Day?calling it, AVGO claws back most of this drop withWilmar drops a big West Africa JV and the stock baIs the market finally starting to correct a littleWilmar F34 today: positive JV news in West Africa SpaceX listing June 12 at a $1.75 trillion valuatiBroadcom fell 12.9% after hours despite a genuine intel green 4.43% on a day everything else bled 🫡 the market partied nine straight days pretending iIntel 18A Xeon 6+ chips and rack-level AI strategy$Exxon Mobil(XOM.US)As part of the barbell strateg🦎 IGGY MIDDAY BRIEF — 4 JUNE 2026🍱 Lunchtime checkI believe Broadcom’s price reaction post earnings Fed's Logan says inflation not falling toward 2% aWhat SpaceX's USD 1.75 trillion IPO Is Really Asking You to Believe