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gedebe

Broadcom is yet another victim of its success.  Despite beating the analyst number, the share still dropped drastically due to stagnant projection. Do you think that the share pulling back is a healthy correction or it is a sign of a bubble.  It dragged down Nvidia and other AI related stocks.  Another theory is the fund manager trying to pull out from AI and get into next week's blockbuster IPO of SpaceX.   Whatever is the narrative, I am keeping my discipline of investing only 30% of my asset in stock.

Netflix stock has been falling, it was not due to any adversity but rather market expectation.  Although it's latest quarter result for eps at $1.23 beating analyst expectation by 55%, the market sees the Netflix's next quarter prediction as underwhelming.  In the field of high growth stock, scoring good result no longer enough, it is like Asian parents who expect their kid to not just excel in academic but also extra curricular.  They are expecting almost perfection.  Perhaps this is the way to keep the stock from forming bubble that can burst whenever there is a turn in event.

Nvidia is the latest company to enter the fray of end user computer market. Qualcomm has enter the market again on 2024, their 1st was on 2012, so far their success were limited to more expensive and AI model. Nvidia is yet another attempt to break the duopoly of Intel and AMD. Nvidia is good at producing GPU, now it is time to see how it fares in producing CPU, dubbed the Superchip. Computer is no longer a luxury and is it just another must have item, the market is big but the competition is fierce too and profit margin does not look good. It's hard to predict the outcome of Nvidia's latest effort but for now the winner is the consumer who has another formidable choice!$NVIDIA(NVDA.US)

good that major us stocks rebounded, at least give us some good news to celebrate Lunar new year! $NVIDIA(NVDA.US)$Palantir Tech(PLTR.US)

Nvidia has good run but recently it seems that other AI related stocks is showing up, check out micron $Micron Tech(MU.US) and Intel $Intel(INTC.US) which out run Nvidia as supplies for memory and CPU diminish due to high demand.  Intel is even proving it's worth it by Apple signing up as a CPU customer.

Microsoft will need to prove their massive investments can bear fruit!

Trump big bully, I will top-up on some banking stock due to encouraging earnings 

Sk Hynic and Samsung of Korea and Tsmc of Taiwan hold a special position where they are hard to be duplicated.  Tsmc itself held near to 70% global pure play foundry market.  Samsung and Sk Hynix together hold almost the same amount of hbm global market.  They are huge but not immune from competition.   Introducing Google's TurboQuant that reduces HBM requirement for AI and Huawei's Tau Law Chip that challenges TSMC dominant in semiconductor.  Please pick up some popcorn, sit back and watch the fight!

$GLD SG(GSD.SG)gold now is no longer safe haven but a speculative commodity, with price so high and suddenly experience some hiccup after the announcement of the new fed chair, though it's recovered