Old, but gold.

I used to work as a professional trader at a top-tier hedge fund. Thought I’d share something I picked up along the way that might actually be useful to some of youuui.

It’s one of those things that isn’t exactly a secret, but unless you’ve worked in the industry, chances are you’ve never thought to look at it.

And no, I’m not selling a course or asking anyone to join a Discord lol.

Anyway, here’s something interesting.

Singapore is a tiny country, but it plays a pretty important role in the global semiconductor and electronics supply chain.

A lot of people watch Nvidia, AMD, the Nasdaq, Fed announcements, etc. Nothing wrong with that.

But here’s something you might not know.

Every month, Singapore publishes a report called Non-Oil Domestic Exports (NODX).

Sounds boring as hell, I know.

But there’s a particular section worth paying attention to: electronics exports.

Basically, Singapore exports a lot of electronics and semiconductor-related products to the rest of the world.

When global demand for chips and electronics starts picking up, you can sometimes see it showing up in Singapore’s export numbers.

And when demand starts weakening, those numbers can give you an early clue too.

Now here’s the part I find interesting.

By the time you hear about slowing demand on CNBC or see disappointing earnings from a major tech company, the market may have already priced in a lot of that information.

That’s why professional traders don’t just look at stock prices. They also look at what’s happening underneath the economy.

So how can you actually use this?

It’s pretty simple.

Google “Singapore NODX electronics exports”.

You’ll find the monthly reports published by Enterprise Singapore. They’re free.

Look at the electronics export numbers and compare them over several months.

If growth keeps accelerating, that could be a sign that global tech demand is improving.

If growth keeps slowing, it might be worth asking whether the tech cycle is starting to weaken.

One thing I’d suggest is looking at the trend over three months rather than getting excited about a single number. These reports can be pretty noisy.

You can also cross-check the numbers against Singapore’s electronics manufacturing output and PMI new export orders.

When multiple indicators start telling the same story, that’s usually more interesting than one number moving on its own.

Now, obviously, this isn’t some magical indicator that tells you when to buy or sell Nvidia.

If it were that easy, we’d all be retired on a beach somewhere.

Markets are complicated, and sometimes stocks move in the opposite direction of economic data.

But it’s another piece of the puzzle.

And that’s really how a lot of professional investing works. You gather information from different places and try to understand what’s happening before it becomes obvious.

The funny thing is, all this data is publicly available.

You don’t need a Bloomberg terminal or a six-figure trading setup.

You just need to know where to look.

Anyway, thought I’d share. I don’t post much about my trading background, but if people find this interesting, I’ve got a few more obscure indicators and market quirks I could write about.

Hopefully someone here finds it useful.

And please don’t go YOLO your life savings into semiconductor stocks because of one Singapore export report.

Cheers.

so let me get this straight.

NVDA commits to buying an avalanche of TSMC silicon. Instead of doing the normal thing and cutting prices when supply catches up, Jensen apparently financed the AI startups and cloud bros so they could afford to buy the chips he'd already ordered. The seller funded the buyer to absorb the supply. Which means the "shortage" that let him charge whatever he wanted... was partly his own money walking in circles.

and I'm the regard who spent two years telling everyone "AI demand is organic, bro, the supply is real."

I didn't get outplayed by the market. I got outplayed by the guy I keep giving money to, who used my money to buy his product so I'd feel good about giving him more money.

anyway $NVDA calls, because apparently I enjoy being the demand.

(this is not financial advice. it's barely advice. it's a cry for help with a share price.)

Who wants to take the lead and request a record date after confirming 15% of us will support it.

Return of Jensen to the NVDA is the end game.

Nvidia director sold nearly $1B in stock weeks before the Jensen Huang scandal broke — and no trading plan was flagged

https://finance.yahoo.com/markets/stocks/articles/nvidia-director-sold-nearly-1b-160000846.html?guccounter=1

I gave you guys the SpaceX IPO 400 bagger (check previous posts) and this is my DD for the Anthropic IPO. The biggest market event of the year is happening on Thursday when Anthropic goes public. Many people expect the IPO to fail, but Anthropic was smart and kept the float super small. Only 6.3% of total shares will be tradable on IPO day. That means all it takes is a bunch of media attention and dumb retail buyers hitting market orders to make it easily go up 50% in a day. SpaceX did the same exact strategy with the low float, and we saw it go up 70% in the first few trading days. I’m not saying this gain will last, it won’t, but this is going to be a short-term trade.

We all know a possible 50% gain with shares is boring, which is why we buy options. But Anthropic will NOT have options on IPO day. However, there’s a fund called $DXYZ (Destiny Tech100) that holds Anthropic as their biggest position and has options. They also own SpaceX and OpenAI, among other AI stocks.

$DXYZ first gained attention earlier this year when it had SpaceX shares before the SpaceX IPO. The stock went from $29 to $72 in just a few days in anticipation of the SpaceX IPO. Their Anthropic position is currently their biggest holding, more than SpaceX, and I expect the run-up to the Anthropic IPO to start Monday.

If you search $DXYZ on Robinhood, you’ll see it says “$34.30 - NAV” (under the price in gray font). That means all of its cash and holdings combined is worth $34.30 (last time it was calculated on June 30th). If you are wondering why it’s trading below that right now, it’s mostly because of the recent AI scare and drama. Especially last week, with everyone freaking out about Jensen getting fired from Nvidia. However I actually think this is a GREAT thing for Anthropic. It’s money coming out of Nvidia and possibly going into them as they get mass media attention next week.

Positions - Lots of $DXYZ shares, Nov 20th $25 Calls, Nov 20th $30 Calls and Nov 20th $32 Calls. If anyone is asking about how the 200x gain is possible, if it hits the high it hit in May, the OTM Nov 20th Calls would be a 200x - 220x gain.

We’ve seen this stock move crazy before, going from $29 to $72 in just days. I believe Monday will be the start of the pre-IPO run as media attention starts going away from Nvidia and focuses on Anthropic. Even the CEO of $DXYZ bought $1.77 Million Dollars of shares at $31.56 (more than it is right now) in September.

Seems that all his female reports topped him off at least once. Why are we assuming she didn’t?

S42 captured

Singaporean government disputes claims made by WSJ. The Nvidia war really heats up.

Nobody seems to be talking about this one.

Cascade Investment, Bill Gates’ personal investment fund, has been buying Republic Services ($RSG), the second-biggest garbage and recycling company in the US.

Here’s what the filings show:

• $1.58B bought over the past year

• About $200M in May

• Then $1.38B in only 5 weeks, from Aug 10 to Sep 11

• 30 separate buying days, with the biggest day at $91M

• They now hold about 117M shares

And here’s how it’s going:

• RSG is up 17% since Aug 10

• It’s at a 52-week high right now

• Nvidia is down 26% over the same days

To be fair, Gates’ fund has been RSG’s biggest shareholder for years, so this isn’t a brand-new bet. What stands out is the speed: over a billion dollars in about a month.

Crunched through - insiderprint.com/ticker/RSG

Over the past few days I saw a ton of misinformation being spread, both on social media and even on major tech sites, about how the fact that Chinese AI labs have been able to access the export controlled Nvidia GPUs like the Blackwell series.

And people have been saying that all of Nvidia's Singapore revenue were in fact illegally acquired China revenue.

But what people don't understand is that under the current export control law, it's perfectly legal for foreign data centers to rent usage of even export-controlled GPUs to Chinese companies. Yes it's a major loophole that the Congress will most likely close soon, but until then, it was perfectly legal for Singaporean/Malaysian companies to buy billions of Nvidia GPU for the exclusive purpose of renting them to Chinese tech companies.

And Megaspeed was one of such companies. They have actually built large data centers in Malaysia and yes, their customers are almost exclusively Chinese. Again, it's perfectly legal.

So this whole "now Nvidia will lose 20% of their revenue because their Singaporean

So dumb articles like this TechCrunch hit piece really means jack shit, and is all just part of the concerted effort to smear Jensen in this whole orchestrated campaign to oust him.

Note: I'm not even defending Jensen here. It's clear he couldn't keep his pants on and the biggest reason this whole campaign to get rid of him worked is himself. However facts are facts so people need to understand the actual law before accusing anyone of breaking them.