JoanneChe

Alphabet is making a good investment. Don't be fooled by the short term noise and penalized. A collab with Berkshire is what the markets need right now!

Markets are on tear

The leaked ceasefire agreement seems to be very much attainable. The risk of escalation is gone, so the only headwind against the market is no more. Time to short the war hedges and make a profit! Including oil, gold and defense stocks!

SpaceX IPO is going to be explosive. You can expect huge volatility and upside potential in the short term when it happens. I would trade it for sure!

A

I believe data centre will continue to be the main beneficiary of the AI build out! Any DC in Singapore works, including keppel DC REIT!

Alot of news coming out of China, however I will remain cautious as they are facing huge deflationary problem till now. You can see from the huge numbers of China F&B in Singapore! They have to export out their services.

The Trump and XI summit has delivered alot of good news beyond expectation. I believe the market is pleased and will continue to be bullish. Load up the tech stocks!

The memory chips is going off the racks, LITERALLY! This is a rotation of the usual big tech to these players instead. We are in a new regime and so get ready!

Once Anthropic IPO, there will be more bullish sentiment in the market. We can be ready for a super cycle to continue and the new economic cycle begins!

Lots of China IPO is coming, and specifically in area of human robotics and pharmaceutical, as usual the day 1 green will continue to playout as these IPO intentionally underprice!

Continue to long the AI revolution, remember that it is not the same as tech. So not be foolish to just buy QQQ!

The memory chip space is facing a huge supply crunch, in addition to the helium shortage. It will continue to sky rocket and get ready your trip to the moon!