Irenee

I think everything related to AI, be it Anthropic, or Micron, or Google, is in the early stages. Alot new market developments is pushing the market higher each day. Either chase the high or get left behind!

SNOW is back. So many AI stocks are back. Do not bet against the narrative. Even the IPO market is back. There is no time to short the market. Everything from cloud to data centres to chips are in play! Go long!

Overall NVDA earnings is within expextation. There are signs that things are slowing down. The AI hype may be fading away. I would be cautious.

A

The memory chips narrative is gone! Make way for cyber security, it is the new trendy place to invest. Save yourself from even worse drawdown and rotate out!

China is recovering, it's been so many years since the real estate bubble pop. Time to go long into China companies and believe in the Chinese will. Tech is definitely a focus!

With Trump holdings disclosure, there are really some very interesting names that are promising. I think it is a good idea to analyse those names specific!

The AI RALLY since the ceasefire is too insane. Better take some profit and sit at the side. There is no way this can go any higher honestly!

I believe Trump will achieve a big deal in his visit to China. He needs something to overcome the fallout of the Iran war. Get ready for another bull run!

The memory stocks are clearly being priced for perfection. The momentum is simply off the roof right now, look at SNDK going up so much in a year. Sooner or later the bubble is going to pop!

I think big tech earning is strong. Especially meta whereby revenue is strong and stable. Among the 7, it is the most undervalued company!