Conclusion is I would hold the position. If your view is AI capX stays strong in 2027, the aggressive move is to add to the position. Who s…

Gold has bounced to around US$4400. The aussie small cap gold miners have been particularly tough in recent months. Sen…

In the past month, I also finished My Royal Nemesis and Fifties Professionals. They were OK but felt like drag at times…

Life is always so hectic. So many things going on. Sometimes, it is good to take a break and slow down and take in the…

The stock has pulled back recently.... Writing up my latest thinking on Matsa. Background and financial Matsa is clearl…

It is interesting to see the gold price jumped to almost US$4300 in the past few days. There are now chatters that gold…

Look at this headline, USA and Japan worked together to prop up the yen. See Pic 2. The ¥ (as a currency) has weakened…

Since the last update, Bitdeer has dropped to around $9. Looking at the semi stocks, the AI trade has run out of puff a…

I was posting I would top up the Hynix/Samsung a few weeks ago, when they were down 20% from the peak. Now, Hynix is do…

We went to Daniel Hotpot (大牛老火锅鲜切) to celebrate. It was a rock solid hotpot experience. Comparable to Fresh Beef Hotpot…

If you are looking for K-dramas to watch, here is my list (not in any order) without some of the obvious ones: While yo…

Is Haikyu the best sport anime ever ? I first started watching Haikyu (anime) when it first came out in 2014. 12 yeas l…

I was looking for a Korean BBQ and came across Unlimited Korean BBQ in Eastwood. Of course, I was struck by the price (…

If you are looking for something to do in Sydney in Oct, sign up for the 7 Bridges Walk. It is a fund raising event for…

Following the govt CGT change and the June (26) sell off, my view is the junior miners present prospective investment o…