Precise Market Analysis.

@asianinvestors My strategy plan. 🔻Details 🔻

Markets are in an absolute free fall. Trump saying MOU and ceasefire is over. $DRAM back at 55s, $PENG losing most of its earnings gains, $NOK below $12. But look underneath the hood. $MU printed record earnings, showing no signs of slowdown in 2027/2028, supply still constrained, margins still expanding. But they're back under $ 1000s $PENG just printed earnings. Massive revenue growth, and EPS growth. Smashed expectations. AI demand AGAIN showing no signs of slowdown. Then we have $NOK. Earnings print coming soon. Every week there's a new headline news, new partnership. But what has the stock done? Fallen 30% from highs. $SIVE is a seperate case. Dilution, and concerns of CPO delays have exacerbated their drawdown. Of 60% from highs. Overall market drawdown also hasn't made this any better When I look at the sea of red in my portfolio, I think about WHY this is happening. Is capex spend slowing? No Is demand for GPU and compute slowing? No Are company valuations extremely stretched company to EPS? For most stocks I hold, I can easily say, No Is supply constraints being eased? No. MU was clear supply still constrained throughout 2027 into 2028 So this is why I'm confident that we will see a recovery. I'm watching on hyperscalers earnings print to show no slowdown in capex spending, potentially even see a road to profitability with this spend. This is just my opinion, but I'm confident in my thesis. I'm fully vested, so no chance that buy dips here. If this continues, I will look to add funds into my account.

@asianinvestors My strategy plan. 🔻Details 🔻

$PENG up 25% today. Went down after earnings, then now up 25%. Sitting on a nice 60% gain. Not too bad for my first article

Just binged the first 3 eps of the new crime thriller Frosted Clue—twists hit harder than a snow plow, and the lead detective’s cold vibe is chef’s kiss. Need to marathon the rest tonight!

Cozy rainy Sunday at home: baking cookies, a good book, and warm tea hitting the spot—pure little joys

Transform your desk into a calm productivity zone with only a minimalist lamp, a notebook and a small succulent – no clutter, just focus

[Sing your heart out at the hottest KTV in town—microphones, vibes, and all your favorite tracks are waiting!]，

Small daily steps = big health wins! Drink 8 cups of water, move for 20 mins, and sleep 7 hours tonight. Consistency beats perfection—your future self will thank you!

Neighborly win! Shared my extra garden tomatoes with Mrs. Lee next door, and she left warm homemade cookies on my porch later today Small acts make big neighbors!

Who’s ready to hit the mic and sing like no one’s watching tonight KTV vibes = unlimited fun, catchy hits, and good company—let’s make epic singing memories!

Just wrapped up an inspiring workshop on digital marketing strategy! Learned actionable tactics that’ll level up my work. Thanks to the host team for organizing such a valuable session.

“Master 5 English phrasal verbs in 5 mins today! Use them in your chats, essays, or daily convos to sound more natural. Follow for tiny, daily English tips ”，

Walking through the city, caught this random sun flare on a vintage street sign—urban magic hits different.

Just restocked our shelves with cold iced coffee and creamy matcha latte—perfect picks for your morning rush! Swing by today!，

Finished my 10km morning run before the sun fully rose—feeling that crisp, post-run glow hit different!

Just unboxed my long-awaited skincare package—love the fresh packaging and speedy delivery!

Just opened my long-awaited package from Japan! The careful packing + super cute stationery inside made my day perfectly

Home sweet moments with my favorite crew Lazy Sunday snacks, silly dance parties, and zero plans – just pure joy together.，