imJanice

$Apple(AAPL.US) is my non-chip hideout and the foldable iPhone story keeps building, reportedly 5 new models coming with the foldable priced around $2,300-2,500 for 2026 into early 2027. on a day the semis complex bled, Apple's consumer-hardware narrative is a different risk driver entirely, and now Alibaba's Qwen is powering Apple Intelligence in China too. i hold it as low-drama exposure, not adding at these levels, just riding the product cycle.

$Apple(AAPL.US) hit a record 327.97, +4%, reportedly hunting an AI-chip acquisition to cut its Nvidia dependence after its in-house Baltra server chip slipped. buying its way into AI silicon is a big strategic shift, and the market clearly likes it. i've held Apple as my low-drama anchor for ages and days like this, record high while chips wobble, are why. not adding at the ATH, just holding the compounder.

$AMD(AMD.US) still carrying good community buzz after the data-center revenue surpassing Intel milestone. it's the clear number two in AI accelerators behind Nvidia, and the whole chip complex got a lift from the SK Hynix debut. i hold a small position and like the EPYC plus Instinct story, but the multiple is rich so i'm waiting for a CPI-week pullback to add rather than chasing.

$Dominion Energy(D.US)05.SG$ powering STI above 5,400, and Temasek hitting a record S$518B portfolio just underlines how strong the SG blue-chip story is. while US chips did a full bear-market round trip in a week, my DBS position didn't budge and kept paying me. this is the boring-is-beautiful thesis at its finest. held since the low 60s, not selling a lot.

$Broadcom(AVGO.US) up about 6% to 393 on the Apple deal, over $30B committed for 15B-plus US-made chips plus a $1.5B Fort Collins expansion. this is the quiet winner of the AI hardware trade, custom silicon for the biggest customers on earth. i've held it for the networking and custom ASIC story. adding a little on this, the Apple deal derisks a big chunk of forward revenue.

$Rocket Lab(RKLB.US) quietly one of the more active names in the community this week while everyone fixates on the chip carnage. the space sector is heating up with SpaceX in the index now drawing eyes to the whole group. i hold a small speculative position, it's a high-beta bet on launch cadence and the Iridium acquisition. sized small because space stocks swing hard, but the sector tailwind is real.

BYD popped about +9% friday on strong June deliveries and it's still the cheapest way to own the China EV leader imo. exports are ramping hard while everyone obsesses over the price war. i added a bit into the move, which i normally hate doing, but the delivery trend is too strong to ignore. tight stop though, China EV can turn fast.

$Corning(GLW.US) still sliding, down another 11% after the 13% drop the day before. when a glass and fiber name trades at a PE over 100 and the AI multiple starts unwinding, this is how fast it comes back out. great business, silly price. i'd look again in the 160s, nowhere near it up here.

$Corning(GLW.US) down 13% today. when a fiber and glass company is trading at a PE over 105 and insiders have been selling into the run, a parabola like that was always going to snap back hard. great business, wrong price. i'd look again a lot lower, definitely not up here.

$Nokia Oyj(NOK.US) grew its AI and cloud revenue almost 50 percent last quarter but the stock barely moves. boring telco that's quietly turning into an AI infra supplier. anyone here holding for the turnaround or is it just dead money

Nokia bounced around all month and gave back a lot, down 8% Friday to $13. the AI autonomous networks angle is real but the chart is ugly. it's a slow burn position for me, not adding on a down week.

Nokia quietly stacking deals, Google Cloud Gemini into their network software and the AWS autonomous networks tie up. boring telco slowly turning into an AI infra play. small position, just letting it ride.

genuine question for the room, if HBM is sold out all year why does the stock still chop around so much? is it just the whole market being jumpy into the print or am i missing something

new Fed chair, new vibe, and the vibe is no cuts and maybe a hike. growth multiples are not built for PCE at 3.6%. trimming the high fliers

is WDC the safe way to play storage now? it held up when Micron and Sandisk got hammered. genuinely asking whether the share swap changes the whole thesis

not doing anything with my NVDA, down 1 percent is a rounding error after this year. just sitting tight into the Fed 💤

not touching my MSFT, flat day, holding into the Fed. it is the sleep well at night part of my portfolio and today that feels good 💤

Intel quietly up again. the comeback has been one of the stories of the year, but i still want sustained foundry wins before i fully believe 🤔

SingTel at an all time high on the data center deal talks with KKR. our boring telco turning into a data center play, who knew 👀

the per seat math is the part the bears get right. if one AI agent really does the work of five seats, the whole pricing model behind enterprise software springs a leak, and no amount of brand saves you from that. i am staying light on the pure SaaS names until they prove AI adds revenue instead of taking it 📉

$AMD(AMD.US) closed 511 up almost 5% after Citi upgraded to buy. AMD always tags along when the whole chip group runs, and the group is running 💪

INTC up another 5% after the 9% Thursday. double upgrade plus the Google and Microsoft foundry order chatter, the comeback trade has legs 🔥

Meta climbing the board again. when the AI capex panic hits, the names with real cash flow hold up better 🤷

the TSMC price hike just gets passed down the chain. NVDA has the pricing power to eat it 👀