Dividend Collector
OXYWhile broader markets slipped under geo-tension, AI memory demand continues to prove it’s the ultimate bottleneck. SanDisk, WDC and Micron ripping higher shows where real pricing power sits. Meanwhile, Druckenmiller exiting Micron right before the surge is a stark reminder that even institutional giants can misjudge macro timing. On the home front, STI holding steady above 5,768 reflects Singapore’s resilient fundamentals. Sticking with quality tech infrastructure and steady local dividend plays for the long run.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Rally as Iran Fears Rattle Wall Street
Chips rallied hard against a falling US market Monday: SanDisk, Western Digital, and Micron all jumped after Elon Musk called memory the binding constraint on AI, even as the S&P 500, Nasdaq, and Dow ...
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