ASP's on Taiwan IC Substrates are starting to inflDatadog seeing a pullback of more than 40% and givGrab is launching autonomous driving with CDG. Giv$Grab(GRAB.US)When we look at grab, we often see t$Grab(GRAB.US)grab looking good from the pullback,$IFAST(AIY.SG)is kicking the new year off to a roaI was thinking if I should rotate my cash holdings$NBIS The sub wave 3 is the 1.618FIB 🎯 The 1.618FIPalantir enters Q4 with momentum, but the setup is$Trump Media & Tech(DJT.US) Trump Media’s merger wOrders for AI servers have outstripped supply at FTesla energy business potential?$Taiwan Semiconductor(TSM.US) Taiwan semi long terDoes TSMC’s capex limit margins?Oracle + AI partnerships worth it ?$Oracle(ORCL.US) stock’s debt story keeps me cautiNvidia remains core AI holding imo.$Unitedhealth(UNH.US) Guidance reset could be cata$Unitedhealth(UNH.US) today released its full-yearMicron expansion news bury Nvidia supply risk?$Micron Tech(MU.US) Micron starts $24B Singapore fCoreWeave up 5% today on Nvidia’s $2B stake — AI c$Coinbase(COIN.US) new offerings coming soon — tok$Circle(CRCL.US) Stablecoin as infrastructure is uCircle USDC transaction volume hitting records mak$Denison Mines(DNN.US)Sold some of it away when it$ UOB.SG3703855154Stock has been volatile but liquidity is insane foAnyone else think BitMine might pop if crypto vola$ASML(ASML.US) Export controls are a risk, but demASML strength shows the chip capex cycle is still Micron will invest US$24 billion to build a massivAny real downside catalysts left for Apple?$Apple(AAPL.US) Siri upgrade rumors are interestinUBS hikes $AMD(AMD.US) target, is this already priChip sector mixed—$Intel(INTC.US) weak, $AMD(AMD.U$Alphabet - C(GOOG.US) settles privacy suit for $6$Alphabet(GOOGL.US) upgraded to Strong Buy on AI &$Alibaba(BABA.US) Market watching cloud growth — B$Alibaba(BABA.US) Is the planned IPO of T-Head AI Another super cycle is here!Becareful of meme stocks, whenever I see it I tremI'll be looking forward to META and MSFT earnings I think previous metal has more upside!$Alphabet(GOOGL.US) Although analysts targets are $NVIDIA(NVDA.US) Nvidia doubling down on CoreweaveTech looks due for one more push into February. Maholding precious metals for longer termMichael Burry's pumping of GME is a real surprise my portfolio need to adjust