LuluBaby

$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.

$AMD(AMD.US)@Bridge Buzz SGAMD’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. 

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

$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. 

$Intel(INTC.US) The earning and sales still look bad when comparing with others. But I believe with US government direct investment and supportive policies for domestic manufacturing to reduce overseas dependencies and encourage local chip production, Intel could be in much advantages to compete with others. @Bridge Buzz SG

$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. 

$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)AMD is one of my favorite stocks. Always have a strong faith in its CEO, Lisa Su future products and penetration in market shares in the AI race. While Nvdia is the hot topic for the GPUs in 2025, I also believe 2026 will be a year for inference GPU. AMD is doing the same thing as what NVDIA have been done to catch up in the industry.@Bridge Buzz SG

Based on my trading experience with Tesla, I would say it is a highly volatile stock, often reacting to Elon Musk’s public statements and his involvement in U.S. political events. Its support and resistance levels shift frequently, making short-term trading unpredictable. However, Tesla’s potential innovation like Optimus robot and Robotaxi are huge opportunities. So, I still see it as a big HOLD in the long term as the company continues to develop its future technologies$Tesla(TSLA.US).

$AMD(AMD.US)@Bridge Buzz SGIt hurts my feeling lately when I saw my 30% appx 1000 usd return on amd are all eaten up. The market price even once fall below my cost price of 190. It seems like AMD is not benefiting from AI narration anymore. It cant catch up the steps of Nvdia or even Broadcom. The production delays of MI450 are disappointing its investors. Overall, My own holding experience is really bad on AMD.

$NVIDIA(NVDA.US)@Bridge Buzz SGNvdia is now the largest company by stock cap in the world with its recent ATH! I bought it since last year February and gained some profit. Benefiting from AI, chips and llm developement like collaboration with openai, oracle, intel, nebius, coreweave, etc., Nvdia seems tobe a big winner in the long run so I will continue to buy more shares when there are lower price entries even though it is already the largest position in my porfolio. Highly potential for the next few more years. I think the company itself is still undervalued with more opportunities for the growth and demands from the companies to compete in the AI race. Posting this for the $2 reward campaign heehee.Not an investment advice, just my personal opinion. (disclaimer)