To The Moon

$NVIDIA(NVDA)$  As I look to the future, I believe Nvidia is a foundational hold for my portfolio because it sits at the absolute center of the global AI infrastructure revolution. By providing the essential hardware and software ecosystems that power everything from data centers to autonomous systems, Nvidia has built a massive, durable competitive advantage that is hard to replicate. Because I am starting my investment journey at 18, I have the most valuable asset on my side - time. This allows me to benefit from the long-term growth of the technologies shaping our world rather than worrying about short-term market noise. Im holding for the long run because I am betting on the sustained, multi-decade expansion of a

P&L (17 August 2026) ​HAPPY MONDAY TO ALL! Huge gains once again from Chips and Semiconductor Sector as $Marvell Technology(MRVL)$ , $NVIDIA(NVDA)$ , and TSMC continue to spearhead this unstoppable AI-driven surge! Heavy momentum behind custom silicon and advanced manufacturing is paying off big time, while enterprise software giant ServiceNow(NOW) experience some pullback today. Software and hardware stocks don't usually go hand in hand but I believe ServiceNow is redefining the software space by incoporating AI as well as the company has my complete backing as it expands from traditional workflow automation into a central orchestration platform for enterprise-wide AI agents.  ​Be

PORTFOLIO UPDATE  What a spectacular start to the first two weeks of the month! I am beyond thrilled to share that I have officially hit my $20,000 liquid net worth milestone, a huge personal achievement that reflects the incredible momentum we are seeing in the market right now. My tech-heavy strategy is really paying off, especially with my core semiconductor and AI positions leading the charge. $Marvell Technology(MRVL)$ and $NVIDIA(NVDA)$ currently make up the largest slices of my portfolio and are driving massive value, while foundational tech powerhouses like TSMC and ServiceNow continue to anchor my overall growth. It feels absolutely amazing to watch these strategic p

$Ondas Holdings Inc.(ONDS)$ Quite disappointed with management this quarter. MASSIVE INCREASE IN REVENUE FROM $50 million to $83.8 million this Q2 2026. BUT the operating expenses is a whooping $199 million from a $67 million in Q1. I know with all this new contracts and massive backlog would lead to higher operating expenses but the gap is TOO BIG. NET LOSS FOR THIS Q2 2026 IS $89.7 million compared to last quarter of $10.8 million. I am still bullish on Ondas but this definitely a HUGE PROBLEM THAT NEEDS TO BE RESOLVED ASAP

PORTFOLIO UPDATE ​At 18 and turning 19 in two months time, it’s been an absolutely crazy two months in the market for me, especially with the drastic resets and massive volatility we've seen across the chips and semiconductor sector. When I took a step back to look at my portfolio, I realized I simply had too much money tied up in that one space. While I am definitely still backing my core semiconductor and tech holdings—maintaining heavy positions in $NVIDIA(NVDA)$ , $Marvell Technology(MRVL)$ , and TSMC, alongside my aerospace and network tech plays with $Rocket Lab USA, Inc.(RKLB)$ and $Ondas Holdings

JULY 2026 (SUMMARY) ​July was undeniably a crazy month—potentially the wildest one yet for anyone caught in the AI and semiconductor trade. While yesterday's rebound offers a glimmer of hope that we might have finally hit the bottom for the year, the wreckage left behind is historic, especially in South Korea. The KOSPI suffered a brutal collapse, driven down by massive double-digit plunges in memory chip giants SK Hynix and Samsung, which make up a massive chunk of the index. It was an absolute nightmare scenario for retail traders, particularly the 20- to 30-year-olds who chased the dream of financial freedom using risky 4x leverage. In a single day, months of explosive AI-driven gains were wiped out, triggering margin calls and leaving hundreds of thousands of young investors with absol

P&L (22 July 2026) P&L was pretty solid today, mostly thanks to the semiconductor sector holding down the fort. Watching chips lately is a constant push-and-pull, but $NVIDIA(NVDA)$ and TSMC still look like absolute powerhouses driving the broader AI market narrative. $Broadcom(AVGO)$ and $Marvell Technology(MRVL)$ brought plenty of intraday swings today, but as long as overall demand for silicon stays this high, this entire group remains the backbone of the portfolio. ​Outside the main chip plays, high-growth names like $Rocket Lab USA, Inc.(RKLB)$ and 

P&L (21 July 2026) Incredible... Just Incredible. Today's session was another reminder that patience, conviction, and disciplined execution pay off. AI infrastructure continues to dominate the market narrative, with $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , and $Marvell Technology(MRVL)$ leading the charge as demand for high-performance chips and networking solutions remains exceptionally strong. At the same time, $Rocket Lab USA, Inc.(RKLB)$ continued to build momentum on growing confidence in the comme

P&L (20 July 2026) Notching a +413.87 SGD (+3.35%) gain on July 20, 2026, makes for a strong session, particularly when fueled by key players in artificial intelligence and frontier technology. Major semiconductor engines like $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Marvell Technology(MRVL)$ and TSM remain the indispensable backbones of AI infrastructure, customized silicon, and high-speed data interconnects, so seeing them bounce back provides a solid foundation for overall market sentiment. Paired with high-growth innovators like $Rocket Lab USA, Inc.(RKLB)$ making strides in commercial s

P&L (17 July 2026) Looking back to the digital shifts of the late 1900s—our modern era's continuation of the Industrial Revolution—humanity's computational footprint has expanded exponentially. Even on a day when the stock market experiences a sharp, headline-grabbing semiconductor rout and portfolios take a short-term P&L hit, the macro truth remains unchanged: the foundational demand for advanced chips will never fade as we progress. The architectural scale required to sustain the artificial intelligence boom is fundamentally hardcoded into the future of human civilization. Industry titans like $NVIDIA(NVDA)$ continue to command the massive GPU processing infrastructure that serves as the brain of global AI, while 

P&L (15 July 2026) The brutal sell-off in the Chips and Storage sector is showing no mercy, making my internship project a nice, albeit busy, distraction from staring at a bleeding screen. Heavy hitters like $NVIDIA(NVDA)$  and $Broadcom(AVGO)$ are continuing to feel the squeeze, while $Marvell Technology(MRVL)$ hasn't escaped the pain either, dragging down the rest of the semi-portfolio. Even outside of pure silicon plays, speculative tech holdings like $Ondas Holdings Inc.(ONDS)$ and $Rocket Lab USA, Inc.(RKLB)$ are catching some of the risk-o