LuluBaby

$Coreweave(CRWV.US)@Bridge Buzz SGBrought a small postion at the dips. But now I’m considering to take some profit of it. The AI growth still look attractive, but the volatility, debt, and huge spending are my concerns and make this stock feel too risky to comfortably hold for long term.

$AMD(AMD.US)@Bridge Buzz SG

AMD’s recent dip feels temporary after it's ATH and crazy rocketing. Since the high expectations by the investors in long term AI and data center growth . I will stay patient and continue to hold my shares. If the price drops below my average cost again, I’ll buy more and treat it as opportunity.

$Alphabet(GOOGL.US)@Bridge Buzz SGI’m seeing Google as a long term investment and staying patient to gain profits. I think the company will be much in advantages once its AI products are fully monetized. Google is spending heavyly in AI, and soon can monetize from it.

$NVIDIA(NVDA.US)【at】lImageBridge Buzz SG⊙Bridge Buzz SG♢21577539【/at NVIDIA is the most valuable company in the world I'm

terms of market cap, but the stock feels a bit stretched. It’s hard to see it breaking it's ATH again and it will take long time if so. Big players like Google, Meta, and Amazon keeps pouring money into AI, which helps Nvidia dominate and gain more profits.

$Taiwan Semiconductor(TSM.US)@Bridge Buzz SGTSMC recently has a strong run and looks a bit expensive right now. As a long-term investor, it’s okay to be cautious here as you can always buy at dips. Price could still bounce and test its resistance, but risk is high for me. Still waiting for a better entry or some pullback might make more sense as it is too crazy now.

$ASML(ASML.US)@Bridge Buzz SGASML has been performing well lately, but the current price feels quite high to me. The 1450 level is acting as a tough ceiling for the upside momentum. I'll wait patiently for a better entry point, as a pullback is very likely to happen during the Sell in May season.

$AMD(AMD.US)@Bridge Buzz SGThe company currently still looks strong with the momentum. Will keep buying on dips and my target price is 600. This might be overestimating its future potential growth, so I’ll stay cautious and meep watching if sentiment or fundamentals start to shift.

$Alphabet(GOOGL.US)@Bridge Buzz SGI expect Google earnings is good and the revenue should improve, but the stock will drop after earning report release. Investors are still worried about all the AI spending and costs, even though the company still looks strong in long term.

【st】$Taiwan Semiconductor.USrImage⊙$Taiwan Semiconductor.US♢Taiwan Semiconductor♢ST/US/TSM♢0♢0【/@Bridge Buzz SGI don’t think TSMC is that sensitive to swings in AI demand. No matter who’s leading, most advanced chips still depend on the company. Even efforts like DeepSeek latest model using chinese chips showing a high growing competition, but also how hard it is to catch up TSMC’s scale and capacity.

$NVIDIA(NVDA.US)@Bridge Buzz SGPersonally, I don’t think it can break past $213 price yet. Looks like it’ll retest that level again, but put option pressure could push it down after the recent regains back to 5 trillion market cap. It is gonna be a huge pullback this following week. ಥ_ಥ

$ASML(ASML.US)@Bridge Buzz SGASML stock faces uncertainty as EUV machines are not always in high demand even The AI demand is booming, and their extremely high price limits frequent purchases. Depreciation cycles and usage lifespan mean chip manufacturers don’t rush to buy its latest products upgrade. With reliance on customers like TSMC and SAMSUNG plus an elevated valuation, I will stay remain cautious and would not buy at current levels.

$Coreweave(CRWV.US)@Bridge Buzz SGFeels like strong momentum, but I’m watching closely to see if growth keeps justifying the valuation. The support level is not so strong hence I will cash out my 75% profit from the portfolio.

$Oracle(ORCL.US)【at】lImageBridge Buzz SG⊙Bridge Buzz SG♢21577539【/at Oracle Corporation is experiencing a huge employee cuts, it feels it can be volatile right now. I’d hold and wait for it to move back toward $300 from now around $180, it looks like an obvious entry to me. However, its recent bonds issued are priced at expensive rates, which could further pressure its operating margins, which is one of the concerns to investors.

$Alphabet - C(GOOG.US)@Bridge Buzz SG

Looks like it’s finding a support level around here. Price is starting to go back to near it's ATH, so adding a bit today could make sense. but I’d still go in slowly and monitor on the volume and trend analysis.

$Alphabet(GOOGL.US)

The positive developments around AI integration and ad business recovery continue to support the story, though my current position size feels limited. I can see a future where Google is generating it's monopoly position in the industry. Dips and dips seems reasonable to me. But I see a high chance long-term growth for the next decade. @Bridge Buzz SG

$AMD(AMD.US) The stock is nearing its new all time high! Recent rally driven by AI momentum and improving sentiment from Iran War. Short term looks a bit extended after the run. However, it is better to wait for a healthy pullback or any buying/selling signals before making decision. I will not continue to hold and risk my profits. So I still sell my half position after the price rally. @Bridge Buzz SG

$ASML(ASML.US)@Bridge Buzz SG

Yhe company still appears undervalued long term due to its EUV leadership. The price moves near its recent resistance and support level. I am considering to add more positions as there could be reasonable entries. The price is not as cheap as the price was.

$NVIDIA(NVDA.US)

@Bridge Buzz SG

Still testing key resistance around $210. I will say the price momentum remains strong but may consolidate due to many factors. Jensen’s latest comments that support long-term AI growth is rasing investors consideration against the AI

demand. Not sure the price will have breakout or pullback for this week.

$Taiwan Semiconductor(TSM.US)

Strong Q1 earnings and fundamentals, still the market sell for profit taking. I will continue to watch support levels closely. There is a high potential the price moving downside if price fail to reach the next support.

@Bridge Buzz SG

$AMD(AMD.US) Have a complicated feelings on this stock. It seems like the company is facing its bottle neck and losing in the market share and product competition in this AI race. They just cant provide cost-efficient chips and hold/lock in their customers. High substitution and low product performance/ impressions are the reasons .Will cutting down my positions when the price go higher.@Bridge Buzz SG

$Alphabet - C(GOOG.US) The stock has been pretty steady before itbreaks the support level. Now seeing 275 as the new support level. The ads revenue and AI pushing growth. The recent chance given allows me to get more shares. Slowly grabbing more shares when it come to a cheaper price range.@Bridge Buzz SG

$ASML(ASML.US) Holding for the next few years as it has a strong fundamental structure. The monopoly in the EUV industry makes it super hard to be replaced. Feels it will be a longtime winner. Perhaps I will prepare more cash to buy 10~ shares in the next dip.@Bridge Buzz SG

$NVIDIA(NVDA.US) No doubt , Nvidia still the AI infrastructure leader. My feeling is hard when seeing its price ran down drastically and affect my profits. The pull backs will happens many times this year. Anyway, still holding and increasing my shares for the next miracle.@Bridge Buzz SG

$Taiwan Semiconductor(TSM.US)

TSMC just keeps delivering with strong chip demand and profit revenue from the AI. Even with global tensions lately raising investors’ concern, I will add more positions when the next pullback and hold tight.

@Bridge Buzz SG

$AMD(AMD.US)Amd suffers badly from the investors concerns over high AI Capex. Still AMD faces industry pressure, but potential catalysts like new AI chips and product launches could drive recovery.

@Bridge Buzz SG