Quick updates - AI cycle peak ?
These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2026/09/11/chinese-ai…
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5These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2026/09/11/chinese-ai…
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Our swimming pool has a dark patch where the pebblecrete has peeled off where one can see the concrete. See Pic 1. Foun…
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Oracle has been a battle ground stock. The stock halved due to concerns about its balance sheet + very aggressive capX…
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Local Business
This is a truly rare recommendation from me. Background is I have never cooked in my life. I can "cook" instant noodle…
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I saw an ad on Facebook for a brand new landscaping company called Jackfruit and gave them a go. The communication was…
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Nick was recommended to me by a friend and he came to install some power points, change an outdoor light and install an…
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If you are thinking about investing in private credit, this article is worth a read: https://www.afr.com/property/resid…
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I really enjoyed See You at Work Tomorrow. A warm and fuzzy K-drama romantic comedy. A classic rom-com in an office set…
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Yesterday (Sept 26), I FINALLY finished the anime (My Hero Academia). Season 1 was first aired in 2016. Season 8 was on…
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A key part of investing is to figure out the positioning and consensus. When it comes to macro overlay, it is a crap sh…
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This is not a personal recommendation but a friend was raving about it. Thought I should share this. A few months ago,…
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Remember this is NOT investment advice. Do your own research. Just sharing some broad brush ideas. Let me outline my hy…
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A friend asked me this question.... What to do in Taiwan if one is spending a week or a week and a half there ? It also…
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Before we start, something worth pointing out. MV of Chanjet is only Rmb1.2bn. It has net cash of Rmb1.3bn. Basically,…
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I came across AALIA while looking for a good Middle Eastern restaurant in Sydney and decided to try it after seeing the…
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