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Noise will always be part of the market. What matters more is innovation, execution and the ability to stay ahead. Keeping my eyes on NVIDIA’s bigger picture.$NVIDIA(NVDA.US)$Apple(AAPL.US)

NVIDIA Corporation $NVIDIA(NVDA.US) trades around $162.85, reflecting a near-term market cap of approximately $3.92 trillion and a trailing P/E ratio near 20.5, well below its historical multi-year average.

Market Position & Valuation

• Core Business: NVIDIA continues to anchor the global AI infrastructure and accelerated computing ecosystem, with deep integration across major hyperscalers and tech builders.

• Compression in Multiples: Sell-side caution and macro shifts have compressed valuation metrics down toward a P/E of ~11–20 depending on forward fiscal projections, causing several major brokerages to revise price targets (ranging roughly between $200 and $230).

Key Risks & Catalysts

• Leadership & Governance Scrutiny: Investor sentiment has turned volatile amid intense board deliberations and public reports surrounding CEO Jensen Huang and executive governance.

• Geographic & Regulatory Shifts: Adjustments in reporting methodologies for overseas demand and export compliance continue to draw regulatory and congressional focus.

• Upcoming Earnings: Near-term price action remains sensitive to upcoming quarterly financial disclosures and guidance updates.

$VG S&P 500(VOO.US)

VOO heads into next week with Nvidia’s earnings on November 17 firmly in focus, particularly with the company reporting without Jensen Huang at the helm for the first time. This adds another layer of uncertainty to an already jittery AI trade. Given Nvidia’s outsized weight in VOO, any sharp reaction to its results could have a meaningful impact on the ETF. I’m watching closely to see whether strong earnings and guidance can restore confidence in the AI trade, or whether leadership uncertainty will overshadow the fundamentals.

$Cisco(CSCO.US)

Cisco Systems (CSCO) – Earnings & Review (2026)

Cisco reported Q1 FY2027 revenue of $18.52 billion, up 24% year-on-year, and net income of $4.55 billion. Earnings were strong, driven by AI networking demand. Outlook improved, but hardware costs and AI spending uncertainty remain risks.

Overall, Cisco has solid fundamentals and growth potential

$Tesla(TSLA.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)

$NVIDIA(NVDA.US) On Nov 13, I executed 120 day trades within the $158–170 range, buying 74.4 shares and selling 74.47 shares at avg prices of $160.81 and $160.96, closing out all positions before market close. The stock fell from $186.64 to $162.85 this week, with earnings scheduled for release on Nov 18 (SGT). Lesson learned: calculate fees upfront; don't let transaction volume eat into your net gains.

$Micron Tech(MU.US)Happy to see Micron trending upwards and stabilising. My trade is to hold with the stock already bought and wait for upturn. My takeaway is to buy incrementally instead of big amount when the price drops.

$NVIDIA(NVDA.US)

hopefully Jenson can come back as the CEO. however, it's very unlikely. Now the whole AI industry is affected by this incident and losing confidence.

$Cisco(CSCO.US)

Cisco the networking behemoth reported strong revenue but due to thinning margin, the stock price dropped after the report. Seems that Cisco also cannot run away from the effect of high memory prices. Memory is an important component of the Cisco product.$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)

#Trade Showcase: Trade, Show & Earn Rewards!$ST Engineering(S63.SG)

continuing on my line of selling at good prices and buying back in during dips, $ST Engineering(S63.SG)is still a solid company with wide range of specialties in the Singapore context. Recently strengthened my position with them and looking forward to riding out the waves!

$Sheng Siong(OV8.SG)worth a buy now

$iShares Semiconductor ETF(SOXX.US)

According to the latest US inflation report, both headline and core inflation came in hotter than expected at 0.4% and 0.3% respectively. This could mean US Fed will likely raise interest rate more aggressively in December 2026. This could also mean AI boom is facing another test. It's no longer about whether AI companies can make money, it's also about whether they can afford to keep borrowing and building without affecting their financial statements. However, there are always risks and rewards and I believe good companies will still be able to find a way out and do well in the long run. Nonetheless, I will be more cautious and invest more in ETFs like SOXX which consist of diversified companies and companies that I believe in.

$PropNex(OYY.SG)

PropNex is still sitting comfortably in my portfolio. I like the company’s exposure to Singapore’s property market, and with its established network of agents, I think it has a decent position when transaction activities pick up.

Not expecting any big fireworks from this counter lah. 😂 I’m more interested in the earnings and dividends over time. As long as the business remains healthy and the valuation is reasonable, I’m happy to continue holding. No need to keep touching my portfolio every other day! 📈

$NVIDIA(NVDA.US)

Why Is NVIDIA Putting US$3.5 Billion Into MediaTek?

Why would NVIDIA put US$3.5 billion into a Taiwanese chipmaker that most investors still associate with smartphones?

The answer may have little to do with MediaTek’s smartphone business.

NVIDIA knows its biggest challenge may not come from AMD. It could come from customers building their own AI chips to reduce their dependence on NVIDIA GPUs.

That is where MediaTek becomes interesting.

MediaTek has decades of experience designing power-efficient, customised chips. Through NVIDIA’s NVLink Fusion platform, it can help customers build their own AI accelerators while still connecting them to NVIDIA’s wider computing architecture.

That changes the competitive equation.

Instead of fighting every customer that wants its own chip, NVIDIA could make those custom chips part of its ecosystem — keeping itself at the centre of AI infrastructure.

But what is a convertible bond?

In simple terms, it is a loan with a potential path to becoming shares. NVIDIA lends MediaTek money through the bond and receives interest. Depending on the terms and conversion conditions, NVIDIA can later exchange the bond for MediaTek shares at a predetermined price.

If MediaTek’s share price rises, NVIDIA gets the opportunity to participate in that upside. If the shares disappoint, NVIDIA still holds a bond rather than having immediately bought ordinary shares.

That gives NVIDIA something valuable: optionality.

The US$3.5 billion investment therefore looks less like a simple bet on MediaTek’s valuation and more like a strategic bet on how AI computing will evolve.

For MediaTek, it brings capital, technology and credibility as it moves beyond smartphones into AI infrastructure.

FaithAnchor’s takeaway: NVIDIA may not be trying to stop custom AI chips. It may be positioning itself so that even potential competitors remain connected to the NVIDIA ecosystem.

$Oracle(ORCL.US)not much change since my last post. I am waiting for the next guidance before i decide what to do with this. AI is now at a crossroads as champion Jensen is now gone. Sentiments could stay poor for a long time.

$NVIDIA(NVDA.US)Nvidia should still perform well despite the turmoil. Give it time to stabilise and regain grounds.

Let’s see if the no loss run can continue, I’ve gotten $NVIDIA(NVDA.US)and $AMD(AMD.US)at new positions, waiting for the right moment to sell, which should be when the market reopens. Queued and ready. Small baby steps!

$NVIDIA(NVDA.US)Managed to buy NVIDIA shares at a lower price of SGD 150 per share! However, I didn’t dare to buy too many shares because NVIDIA’s stock price has been quite volatile recently. I decided to take this opportunity to add a few more shares at a lower price to reduce my overall average cost. Hopefully, this strategy will pay off when the stock price eventually rebounds. For now, I’ll remain cautious, stay patient, and avoid rushing into buying too much at once. Hopefully, NVIDIA will perform better in the coming months!

NVIDIA Corporation $NVIDIA(NVDA.US) trades around $162.85, reflecting a market capitalization of roughly $3.92 trillion.

Key Market & Financial Metrics

• Price & Range: Closed at $162.85 (-2.01%), with a 52-week range of $148.80 – $243.37.

• Valuation: Trailing P/E ratio sits near 20.59, making it look cheaper relative to historical multi-year averages as the market prices in cyclical AI infrastructure shifts.

• Fundamentals: TTM revenue stands over $302.97 billion with strong net income margins.

• Upcoming Catalyst: Quarterly earnings are scheduled for November 17, 2026, which will provide updated guidance on data-center demand.

Current Investment Drivers & Risks

• AI Infrastructure Cycle: Wall Street sentiment remains broadly positive (consensus analyst rating leans Buy/Strong Buy with higher-end price targets above $325), though near-term hesitation persists over data-center buildout pacing.

• Geopolitical & Regulatory Headwinds: The stock faces headline pressure from U.S. export controls on AI chips to China and ongoing political scrutiny.

• Support Levels: Technical analysts are closely watching lower bounds near the $150–$170 zone as a key multi-month testing base.

The AI revolution is bigger than any one individual. NVIDIA continues to play a major role in powering the next generation of computing. Keeping my focus on the technology and long-term opportunity. $NVIDIA(NVDA.US)$Apple(AAPL.US)

$NVIDIA(NVDA.US)

NVIDIA $NVIDIA(NVDA.US) closed at US$166.19 on November 12, 2026, down 4.34%. Its latest quarterly results (Q2 FY2027) showed revenue of US$96.2 billion, up 106% year-on-year, and net income of US$54 billion. P/E is approximately 21. Next earnings: November 17. Strong growth, but leadership uncertainty adds risk.

$NVIDIA(NVDA.US)

Background: NVDA is expected to report Q3 FY2027 earnings after the US market close on Nov 17, corresponding to Nov 18 in Singapore time. Volatility has been high in the week leading up to the report—the stock closed at 186.64 on Nov 6 and dropped to 162.41, falling ~13% over five trading days; intraday swings exceeded 12% on Nov 12 (from 148.80 to 167.14), with volume expanding significantly.

My strategy: I made no trades this week and am staying on the sidelines. Given my uncertainty about directional moves ahead of the earnings release, I've pre-written my key verification points and will act only after the data drops.

Takeaway: Such volatility reflects significant divergence in how the market interprets the same earnings report. I've outlined three key metrics to verify—YoY growth in data center revenue, next quarter's revenue guidance, and whether gross margins hold—and plan to check them against actuals post-release to avoid confirmation bias.

$Alphabet(GOOGL.US)

Alphabet pulled back toward the $295 level today as investors digest heavy AI infrastructure spending, including its new $10 billion Anthropic IPO stake and Gemini 4 Carbon rollout. I am holding my core position added at $296 steady, keeping disciplined limit orders queued below market support to dollar-cost average into long-term Cloud and AI expansion.

$Invesco QQQ Trust(QQQ.US)$QQQ Put(QQQ261113P661000.US)it’s safer to buy an etf than single stock although the returns might not as phenomenal, but it also won’t be as devastating.

$Daiwa Hse Log Tr(DHLU.SG)

DHLU’s proposed Sendai disposal and Hiroshima acquisition could reshape portfolio quality. The key question is whether improved occupancy translates into sustainable distributions and stronger investor confidence.