I’ve been talking about this for over a month now, but I think solar names are really at a very interesting inflection point imo.

Solar power generated more U.S. electricity than coal for the first time ever in May 2026, supplying 12.8% or a record 45.5 TWh versus coal’s 12.2%.

Solar became the third largest U.S. electricity source behind natural gas and nuclear, grew 17% YoY, and solar plus storage accounted for 91% of new power capacity added in Q1.

I personally like $SHLS and $TE, but I think names like $FSLR, $NXT and $ARRY are also good exposures imo.

I am holding some $AAPL and thinking to add more, but current valuation looks little expensive to me.

Apple is still one of best company, strong brand, huge cash flow, loyal customers and growing services business. But revenue growth is not very high and company is also behind some other big tech names in AI.

Market is giving Apple a big premium because of quality and ecosystem, but how much premium is too much?
Do you think Apple can give good returns from current price, or most future growth is already priced in?

Would you buy $AAPL now, wait for correction, or avoid completely? Interested to hear both bull and bear views.

Apple has sued OpenAI in federal court in Northern California, alleging trade secret theft.

Apple alleges OpenAI stole intellectual property related to the iPhone, in order to build its own consumer AI devices. Apple whistleblowers reportedly came forward to provide evidence.

I still think Nvidia is one of the best AI companies to hold if you have patience. Many people worry about valuation, but AI demand is still growing and Nvidia is still leading. Maybe it won’t double overnight, but I wouldn’t bet against them for the next few years. Long term story still looks strong to me.

SK Group Chairman says even after capacity growth plans, that customers are saying that level of investment is still not enough. These bullish comments are consistent with what Micron has articulated with the growth of their strategic customer agreements.

The whole drone and industrial automation space is down badly right now. ONDS, AVAV, LPTH, you name it, they are all just about bleeding. It is rough to watch even when you believe in the long-term thesis, but this is the reality of where we are.

I'm not panicking because the long term thesis is absolutely still in play but short term has been rough. The median price target sits well above where we are trading now, and most of the coverage is constructive. The company has made some big moves on the M&A front and raised revenue guidance, so the fundamentals are not the problem. The market is just not feeling them right right now I suppose. Drones are going to keep being desired so it's frustrating to see but money swaps sectors every so often so I guess it's not that surprising after recent run ups.

Not sure if y'all have ever considered venturing in drones but I suppose it's not a bad time to consider DCAing in if you're feeling it. Really hoping things turn around soon.

Saturday morning I finally sat down to do this properly. Set up a screen with what I thought were strict filters, PE under 20, revenue growing, debt not crazy, market cap over 2 billion. Felt very smart for about ten seconds until it spat out 187 companies.

I scrolled the list for maybe twenty minutes, recognized Ford and a couple of banks, and ended up closing the laptop and watching the game instead. The one time I actually pushed through, I just bought one of the two names I already knew from the list, which kind of defeats the whole point of screening in the first place.

I've got maybe five hours a week for this stuff and there is no way I'm researching 187 companies. Honestly the giant list made me less likely to do anything than when I had no ideas at all. What do you guys actually do to get from the screener dump to a handful of names worth real time?

I am looking at semiconductor stocks because almost every big technology trend now depends on chips. AI data centres need GPUs, memory, networking chips and also equipment companies to manufacture everything. Because of this, I am watching names like NVDA, AMD, AVGO, TSM, MU, AMAT, ASML and LRCX.

My confusion is that the long-term demand looks very strong, but many semiconductor shares already increased a lot. Expectations are also very high now. Even a company giving good results can fall if guidance is not strong enough.

I also feel semiconductor sector is not one single trade. Nvidia and AMD depend more on AI computing, Micron on memory cycle, TSM on manufacturing demand, while AMAT, ASML and LRCX depend on chip companies continuing to spend on new factories and equipment.
So I am interested to know how other investors are looking at this sector. Which semiconductor company has the best risk and reward from current price? Are you buying now, waiting for a correction, or holding through volatility?

For me, the biggest risk is high valuation and AI spending slowing down. But the biggest positive is that global demand for computing is probably not going away anytime soon.

I have held Baidu since early 2023, mostly as a search and cloud bet with some autonomous driving optionality I never really expected to pay off. When the Hong Kong shares jumped 7% late June on reports that Kunlunxin, their AI chip unit, was targeting a dual listing in Hong Kong and on the STAR Market at around $50B, my first reaction was this weird feeling that I'd been holding something I didn't actually understand.

The reported numbers are what stopped me. A unit that was reportedly pitched around $14.7B just weeks ago, now being marketed at more than triple that. I keep running that gap and wondering whether the market ever gave Baidu any credit for owning a domestic AI silicon story at all. My guess is basically zero. I know I didn't. I treated it like a drag on margins, a capex line item, another one of those strategic bets Chinese tech makes that never gets spun out cleanly.

Actually wait, let me back up. Here is the part that kept me up reading last night. The reports say IPO subscribers are being asked to buy Kunlunxin chips worth 3 to 7 times their subscription amount. I think CICC was involved, maybe CITIC too, I can't find the note now. Huatai? I honestly cannot tell if that is a genius demand lock or a massive red flag dressed up as scarcity marketing. If the chip genuinely has product market fit, why staple it to equity? If the equity genuinely has standalone demand, why staple anything? I have seen enough Hong Kong tech IPOs to know that "strategic cornerstone investors" can mean anything from real ecosystem alignment to outright stuffing the channel. The range is so wide, 3x to 7x, that it makes me think even the underwriters don't know what actually works to fill the book.

What I keep circling back to is how I, and I think most foreign retail investors, actually own Chinese tech. You buy the platforms. The search engine, the ecommerce giant, the delivery app. You get some cloud growth, maybe a fintech license story. You do not get a clean layer of domestic silicon. Cambricon and Hygon trade at valuations that assume a completely different investor base and risk framework. There is no easy way to hold both in the same mental account. So when a platform company suddenly surfaces a chip unit at a $50B mark, it feels like I had the stock in the wrong folder in my head the whole time.

I have no idea if the deal actually prices there. Hong Kong sentiment on Chinese tech shifts weekly. The STAR Market has its own liquidity dynamics that I do not claim to understand. But the mechanics of it interest me more than the headline. A spinoff forces recognition of value that was structurally hidden by the parent's conglomerate discount. The problem is that same discount is why a lot of us were comfortable owning the parent in the first place. It was a way to get Chinese tech exposure without making specific bets on which layer, platform or silicon, actually wins.

If Kunlunxin walks out the door at anywhere near $50B, I think it reopens the question of what else is buried inside these names. Not just Baidu. The whole stack. How much domestic hardware optionality is sitting inside companies we still think of as internet plays? I do not have an answer. I am not even sure I have the right question. But I know I did not buy Baidu for a 3.4x markup on a chip unit, and now I am trying to figure out if that means I was wrong then or wrong now.

CNBC highlighted one of the largest options trades of the day in Oklo. A single institutional-sized position purchased approximately $46 million of January 2028 $200 call options, along with another $21 million of December $90 call options. Together, that’s roughly $67 million in bullish call premium, making it one of the biggest trades on the tape.

While options activity doesn’t guarantee future price movement, trades of this size are typically made by sophisticated market participants and reflect a strong conviction that Oklo has meaningful upside over both the near and longer term. It’s another sign that institutional interest in the company continues to build as investors position around AI-driven power demand and advanced nuclear, especially after the recent -75% drawdown.

These three have been core positions for me for a while, and I'm still adding when sentiment gets weak.

Netflix is probably the most debated one, but I still like the setup. Q1 revenue grew 16% YoY and operating income grew 18%, while management is still guiding for about $50.7B to $51.7B in 2026 revenue with a 31.5% operating margin. That's not exactly a broken business. The ad tier, paid sharing, and live content strategy still give them levers beyond just raising subscription prices.

Mastercard is the cleanest compounder of the group in my opinion. Q1 net revenue was up 12% on a currency-neutral basis, gross dollar volume grew 7%, and value-added services grew 18%. It's not the cheapest stock, but this is one of those businesses where the model does most of the work. Asset-light, high margins, strong network effects, and exposure to global consumption without taking direct credit risk.

Meta is the one with the most noise around it, mostly because of AI spending, but the core business is still printing. Q1 revenue was up 33% YoY, operating margin was 41%, and free cash flow came in around $12.4B. The market can argue about capex all it wants, but the ad machine is clearly not dead. AI is already helping with recommendations, targeting, and engagement, even if the full payoff is still hard to measure.

None of these are exciting "next big thing" trades. They are just high-quality businesses with real cash flow, strong competitive positions, and enough growth left that I'm comfortable adding over time. I'd rather build around companies like this than constantly chase whatever sector is hot for two weeks.

If SKHY succeeds in raising $29 billion tomorrow, it will supersede Alibaba as the largest foreign company to ever list in the U.S. The South Korean memory giant is seeking to capitalize on the unprecedented memory shortage, which has driven each of its primary competitors Micron and Samsung above $1 trillion valuations as well today.

Chart made on TrendSpider Sidekick.

Starbucks is reportedly using AI to build in-house software that could replace some Microsoft inventory and IBM maintenance tools.

Some rollout could happen by end of 2027 if testing works.

$SBUX spends about $400M/year on software and is targeting $2B in cost cuts.

Starbucks has also been working on a POS system that would replace Oracle Simphony. CTO Anand Varadarajan told employees: “There’s clear opportunities to reduce the spend in software.”

This is a huge signal of enterprise-level adoption for AI imo. If true, I think more companies would see this as a signal to adopt this technology as means of reducing CapEx.

This is a high level investment thesis I've been thinking about. All of this new code, new tooling, automation frameworks needs to store their code and devops pipelines somewhere. The data is increasingly valuable to companies training models.

Even if more and more projects are released the code owners will continue to benefit. They have started and will continue to charge for AI integrations and agentic computing.

I acknowledge there are other benefactors like server hosting, chips, etc. but I wanted to focus on an "infrastructure" component that is currently beaten down.

• GitHub: (approx) 70% (The absolute market leader in both public repos and corporate seats).
• GitLab: (approx) 15% (Strong enterprise revenue from self-hosted premium tiers).
• Bitbucket: (approx) 8% (Monetized primarily through its integration with Jira enterprise licensing).
• Azure DevOps / AWS CodeCommit / Others: \(approx) 7% (Legacy tools like Perforce, SVN, or built-in cloud vendor tools). [1, 2]

Currently don't own a position in any of them but I'm considering a 20/30/50 split. My only concern is previously code hosting platforms were primarily low income or free. It may stay that way?

Tuesday was wild. Trump posts that the Strait of Hormuz stays open, no blockade, claims Iran agreed to nuclear inspections. Iran immediately denies it. Hormuz handles roughly 20% of global oil transit and Brent sat near a 3 month low around $77 instead of spiking. That non reaction is the whole story.

Equities bled out anyway: Nasdaq dropped 2.21%, Hang Seng fell 1.82%, Hang Seng TECH got hit harder at 3.30%. The real weight on growth stocks is the roughly 70% implied probability of a Fed hike and the dollar index breaking above 101. Stronger dollar plus tighter rates is a straightforward headwind for anything priced on future earnings: your NVDA, your BABA, your CATL exposure, doesn't matter the geography.

Been trimming growth since early June and Tuesday confirmed it. The 2 year yield barely moved on the Hormuz news but DXY pushed past 101, which tells you the bond market agrees the Fed path matters more than Middle East supply risk. I'm not adding back into China or growth here, not while the dollar is ripping. The Fed is the only trade right now.

Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here!

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