ok fine, the 10b accrual is a one off and everyone can do that math. but the settlement terms also include daily use limits, blocking access at night and stricter age verification. does anyone here actually know what share of meta's ad impressions come from under 18 users? that is the number that decides whether q4 inventory takes a hit, and i genuinely cannot find it broken out anywhere 🤔
Eunice
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capex went from 749 million on AI a year ago to 15.8 billion in one quarter and management said it like it was a housekeeping note. bought at 132 pre-earnings, this is fine 🐶🔥
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spacex made 7.81 billion in revenue and spent 18.4 billion of capex in the same quarter. up 9.4% in the session, down about 8% after hours, and 911.5 million shares unlock on thursday. watching this one from very far away 🍿
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SOX is more than 20% off its june high, worst drawdown since 2022, and memory did most of the damage. i was leveraged long into that through SOXL because of course i was 🤡 down bad but not adding, 3x and a sector correction do not mix.
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dram etf is the lazy way to play the memory bounce and it worked great today. instead of picking mu vs sndk vs hynix i just own the basket and skip the single stock risk. up nicely and letting it ride while the supercycle talk is back on
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$Sandisk(SNDK.US) is somehow the best stock in the entire S&P this year, up something like 780 percent, and Bernstein just slapped a 3,000 target on it. the NAND shortage is the gift that keeps giving. I missed the entry and it hurts a little more every single day 🥲
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$Sandisk(SNDK.US) up what, 780 percent this year?? Citi just bumped the target to 2,500 saying NAND stays tight to 2027. I missed the entry and now every dip gets bought in minutes. this is what fomo feels like sia
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Western Digital quietly up nearly 5% today dragged along by the memory board, and it's still the cheap forgotten cousin of the trade. if the NAND supercycle is real my bet is WDC re-rates hard once the market stops only talking about Micron. holding for the catch-up.
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so is the apple intel thing actually confirmed or is everyone just running with the headline? trying to figure out if i missed an official announcement somewhere or if this is all still a maybe
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everyone panicking over one red day on a company that didn't even exist on the market last week lol. I'll check back in a month
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$OCBC.SG$ quietly the best performing SG bank this year, up double digits ytd. boring blue chip doing its job while US tech has a meltdown
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down 6 and im not even mad. this is what happens when a name runs too far too fast into a Fed meeting. trimming nothing
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Singapore REITs have been waiting months for rate relief, and a hawkish Warsh tonight just pushes that recovery further out. patience really getting tested here
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leverage on a Korean memory name through a HK product, that is a lot of moving parts. small position only for me 🤔
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STI near its highs with the banks leading, and cheaper oil from the Hormuz deal quietly helps SIA too. solid day for boring SG, just not chasing up here 😌
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STI holding up but it feels late after a 21% year, and we have a Fed week ahead. holding my banks, just not chasing into strength here 😬
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as a SG investor i mostly touch the Mag7 software names, and watching them get repriced has been humbling. i am not selling my core but i stopped adding, a Fed week plus an AI overhang is not the time to be a hero. holding and watching how the next earnings handle the agent question 😬
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STI at records and the banks look a bit stretched here. happy to hold DBS for dividends but not adding at highs 😬
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NAND pricing turning + AI servers eating storage. SNDK leveraged right to that 💪
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the smart part: AVGO secures years of custom accelerator orders upfront. that's demand visibility most chipmakers would kill for 📊
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SNDK pulled back with the group today but honestly I just want more NAND exposure cheaper sia 🫰
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anyone else holding Nokia for the slow grind?? feels like the forgotten networking play of this cycle 🙏
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OpenAI confidentially filed for IPO, SpaceX book already 2x oversubscribed at ~$150B demand. the AI listing floodgates are officially open 🌊
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When Good News Is the Problem
Friday's jobs report was strong, and that is precisely why markets fell. A +172K print against an 80K estimate told investors the economy is not slowing enough to justify the cuts they had priced in. ...
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A Record Headline, Weaker Internals
The Dow closing at a record while the Nasdaq, semis and crypto all fall is the kind of split tape I find more telling than a clean rally. What the rotation is saying Late in a cycle, leadership narrow...