LazyCat

The Singapore market seems to be weak lately probably due to funds rotating back to risk-off FOMO into the AI rally. Iran noises seems to be dialled back lately to focus on the Trump-Xi buddy buddy session.

The Singapore market seems to be weak lately probably due to funds rotating back to risk-off FOMO into the AI rally. Iran noises seems to be dialled back lately to focus on the Trump-Xi buddy buddy session.

market pricing in rate hike means S-REITs will be punished. For income investors who value cash flow and security when they are heading into their golden years, such times offer opportunities to accumulate our dividend machines while also hedged with existing position of local banks.

market pricing in rate hike means S-REITs will be punished. For income investors who value cash flow and security when they are heading into their golden years, such times offer opportunities to accumulate our dividend machines while also hedged with existing position of local banks.

Another CPI to print and yet another time to tickle the itchy fingers and lead time to the buy-sell button. Staying long in the game means we ignore noises and concentrate on the end result and ignore short term noises. For the coming China trip, I'm sure Musk will be thrilled to see the street and shopping mall showrooms full of EV cars of all makes and models. Maybe he'll be gifted a Unitree humanoid robot as a kungfu master for his dainty Optimus bot.

Another CPI to print and yet another time to tickle the itchy fingers and lead time to the buy-sell button. Staying long in the game means we ignore noises and concentrate on the end result and ignore short term noises. For the coming China trip, I'm sure Musk will be thrilled to see the street and shopping mall showrooms full of EV cars of all makes and models. Maybe he'll be gifted a Unitree humanoid robot as a kungfu master for his dainty Optimus bot.

Could the flying of Trump to Beijing subtly hint of a softening of stance? I have already added HK tech exposure prior to Trump's reporting to Xi as there are signs of bottoming and stabilisation of the Hang Seng Tech index. Vested in HST ETF and waiting for boat to set sail.

Could the flying of Trump to Beijing subtly hint of a softening of stance? I have already added HK tech exposure prior to Trump's reporting to Xi as there are signs of bottoming and stabilisation of the Hang Seng Tech index. Vested in HST ETF and waiting for boat to set sail.

$NVIDIA(NVDA.US) is undeniably a key piece of the AI hardware Jigsaw. I held varying position sizes of it across my portfolios. Despite the recent rise in CPU trade for AMD and Intel, demand for GPU is still strong as reflected in the earnings result.

#Trade Showcase

Always like Jensen Huang with his leather jacket. Time for AMD Lisa Su and Intel to stand in line. Let the capex frenzy continue and time for rotation back to software sector with a new narrative on capex monetisation is alive....

Always like Jensen Huang with his leather jacket. Time for AMD Lisa Su and Intel to stand in line. Let the capex frenzy continue and time for rotation back to software sector with a new narrative on capex monetisation is alive....

The wealth management machine of DBS seems to have the mojo to cover the gap left by the NIM compression. I enjoyed listening and digesting what the pretty and intelligent CEO, Ms Tan Su Shan said in the results sharing; she has the charisma to leave the bank to greater heights.

The wealth management machine of DBS seems to have the mojo to cover the gap left by the NIM compression. I enjoyed listening and digesting what the pretty and intelligent CEO, Ms Tan Su Shan said in the results sharing; she has the charisma to leave the bank to greater heights.

I believe the AI supercycle has already been fore ran and hence the market has been consistently demanding the exceedingly, overwhelming perfect beats to drive the euphoria; nitpicking and reading between the lines and inventing concerns when the FOMO fruits are roped for picking. The narrative for capex monetisation concern surface every now and then, and then the concerns on power shortage, etc. Any little bad news can knock the knights off their high horse at any moment. But the party must go on right?

I believe the AI supercycle has already been fore ran and hence the market has been consistently demanding the exceedingly, overwhelming perfect beats to drive the euphoria; nitpicking and reading between the lines and inventing concerns when the FOMO fruits are roped for picking. The narrative for capex monetisation concern surface every now and then, and then the concerns on power shortage, etc. Any little bad news can knock the knights off their high horse at any moment. But the party must go on right?

What the case of Brent price, I'll just eat whichever tasty drop that drops be it bank or REIT since I'm vested in both and has built a cash war chest unlike the liberation day period when I'm high and dry. Heading to retirement, preferring stability and security instead of high stakes US rodeo. Hopefully the tencent/Alibaba talks jump starts the Hang Seng Tech index to power a Huat meow.

What the case of Brent price, I'll just eat whichever tasty drop that drops be it bank or REIT since I'm vested in both and has built a cash war chest unlike the liberation day period when I'm high and dry. Heading to retirement, preferring stability and security instead of high stakes US rodeo. Hopefully the tencent/Alibaba talks jump starts the Hang Seng Tech index to power a Huat meow.

There is no point speculating on the US NFP print, staying long in the market and having a disciplined approach to setting entry/exit/accumulate levels with clear rationale will provide an anchor for mechanical actions, unless your emotions always override the rules set.

There is no point speculating on the US NFP print, staying long in the market and having a disciplined approach to setting entry/exit/accumulate levels with clear rationale will provide an anchor for mechanical actions, unless your emotions always override the rules set.

I think different reactions to capex hikes are caused by purposeful narratives that are meant to drive market sentiments, without which liquidity cannot be accelerated. Is the FOMC meeting actually neutral/balanced or hawkish? Do remember Headlines are meant to solicit attention and a neutral one doesn't cause any hype.

I think different reactions to capex hikes are caused by purposeful narratives that are meant to drive market sentiments, without which liquidity cannot be accelerated. Is the FOMC meeting actually neutral/balanced or hawkish? Do remember Headlines are meant to solicit attention and a neutral one doesn't cause any hype.

If Open AI is listed, its stock would have been sold down massively. Now that a visible crack has surfaced, I believe the corresponding bearish narratives concerning AI bubble bursting would be merrily crafted by bears using Open AI's own product and probably refined using it's competitors' product before feeding them to the retail leeks.

If Open AI is listed, its stock would have been sold down massively. Now that a visible crack has surfaced, I believe the corresponding bearish narratives concerning AI bubble bursting would be merrily crafted by bears using Open AI's own product and probably refined using it's competitors' product before feeding them to the retail leeks.

For myself, I would rather add bank than short it. This is in context of the local big bank which I had crash bought back during the COVID panic. For long term hold, accumulation on opportunity is my preference.

For myself, I would rather add bank than short it. This is in context of the local big bank which I had crash bought back during the COVID panic. For long term hold, accumulation on opportunity is my preference.