Dan Ives still banging the 3 trillion drum. bold, MUU is the leveraged Micron play and with MU back WDC up 16 in a day and somehow still under the raddoubling down on Micron with leverage when HBM is riding the whole tape higher to new records today.Broadcom quietly along for the AI ride at 394. lesmemory is unstoppable right now, $Micron Technologinteresting that the China AI name Zhipu (Z.ai) isConsecutively winning , feeling lucky. Champagne 🍾day two and it just keeps going, +20% to 192 and ois Nokia actually an AI winner now or did it just holding a little SOXL as my high octane chip bet. up with the whole semi complex on a record day. boeven on a record day for the market i am not chasione click memory exposure without choosing between724% ytd is the kind of number that ends in tears TSMC has already secured global AI chip clients fo$Lion-OCBC Sec HSTECH S(HST.SG)The Hang Seng Techcalling fresh all time highs into the next print iMarvell Up 7.5%: Custom Silicon Steps Into The Spotlight2.5 trillion on day two and an analyst literally sThe USD 1,625 Question: What Micron's Target Really AssumesNvidia’s USD 25 billion bond issuance appears to bclosed 411 up over 1% riding the risk-on tape. ordApple still the laggard while everything else ripsAAOI plus Nokia both flying, the AI optical networCertainty is a fuel to sentiments especially to th$SIA(C6L.SG) should love this, Hormuz reopening anReading The Nvidia Bond Sale: Confidence, Not Constraint$Circle (CRCL.US)$ bounced back above 84 after thaWith Hormouz set to reopen on Friday, SG stocks haMicron Back Above USD 1,000: How Long Can The Memory Supercycle Run?$Microsoft(MSFT.US) The Infocomm Media Development🎉 EVENT WRAP-UP: Earnings Season Portfolio Check-up Challenge — Results Are In!$OCBC Bank(O39.SG) has quietly been the best SG baSpaceX Day Two: When A 2.5 Trillion Dollar Company Is Still Going UpQQQ at a fresh record, Nasdaq up 3% on the Iran deSOXL is the leverage play and on a day the whole sMicrosoft back to 400 with the market melt up, theTSMC has built two CoPoS advanced packaging producburned holding Intel through the dark years so thiafter a 127% run a little giveback is healthy, notnot touching my NAND exposure. the storage melt upwith cheaper oil in SG, aviation and transport sec+7.54% in a day is a lot to chase. love the customNvidia Returns To The Bond Market: Strength Or Tell?$Marvell (MRVL.US)$ up another 10 plus, the opticagenuine q, if 2026 HBM is fully sold out already, The Iran Ceasefire Rally: Real Relief, But Read The Fine PrintSG banks at fresh records again, OCBC up around 18