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$ServiceNow(NOW.US) Has the rotation of AI started? Semiconductor stocks were tumbling on Friday while the software sector was gaining. 13F filling for Q1 showed that Trump has invested into ServiceNow, presumably because the stock is at a valuation too cheap to ignore and also possibly hinting where money rotation is going to next. I'm not saying people should invest into software stocks now, but software stocks like NOW is not going away anytime soon. Business fundamentals remain solid, while super investors continue to purchase at cheap valuations. This tells me there is still a long runway for the stock to grow. @Bridge Buzz SG

$Microsoft(MSFT.US) Super investor Bill Ackman has purchased shares of Microsoft, marking another investment in the Mag 7 stocks. He believes Microsoft, with its strong enterprise technology franchises M365 and Azure, is undervalued. He also sees potential in Microsoft's 27% stake in OpenAI. Despite concerns over competition and growth, he views these as overstated. I agree with his point of view, buying great moat companies at discounted prices and looking for long term gains. @Bridge Buzz SG

【Week 4 – My Portfolio Health Check, Going long on IREN】

Started a postion in IREN as it transforms into one of the most intriguing AI infrastructure plays. The latest catalyst came as the company unveiled a massive 5 year, 3.4 billion AI cloud agreement with Nvidia, reinforcing the company’s growing position in the AI compute arms race. Under the agreement, IREN will provide managed GPU cloud services powered by NVDA Blackwell systems for Nvidia’s own AI and research workloads, while both companies also plan to collaborate on deploying up to 5 gigawatts of AI infrastructure. Nvidia additionally secured the right to potentially invest as much as $2.1 billion into IREN, a strong signal that the chip giant sees the company as a strategic long-term infrastructure partner. @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia has underperformed relative to its competitors in AMD and even Intel in the last 6 months. This underperformance is mainly due to Nvidia providing less clarity on its 2027 revenue outlook compared with competitors that have offered stronger long-term guidance. Nvidia's $1 trillion opportunity discussed at its GTC conference also does not fully include future growth drivers, such as new business that has not yet been booked and potential contributions from the Rubin pod architecture. Investor sentiment has also been pressured by concerns that NVDA could face stronger competition from custom AI chips and margin pressure from rising memory costs. Yet I continue to believe that Nvidia's dominance is far from over. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius reported stronger than expected Q1 2026 results. The company posted an adjusted loss of $100.3 million for the quarter, significantly better than Wall Street expectations for a $174 million loss. Meanwhile, revenue came in at $399 million, surging 684% year-over-year and topping analysts' estimates of $375.1 million. This huge beat comes as a confidence booster for investors as the company targets more investment inflows from other top companies while working on turning profitable in the foreseeable future. However, I do think the current price is slightly overvalued and would correct down after the hype dies down. @Bridge Buzz SG

$Strategy(MSTR.US) Strategy reported an operating loss of $14.5 billion for Q1 2026, significantly impacting its financials despite a revenue of $124 million. The company's substantial Bitcoin holdings, totalling 818,869 coins, create volatility in its earnings largely due to the unrealized losses on digital assets. However, the market doesn't really care when following trends and hype. With recent bullish Bitcoin momentum, traders have swung into Startegy once more, bringing the stock back close to 200. Yet, it remains a question whether this is sustainable for the long run as Bitcoin thrives only when there's demand for it. @Bridge Buzz SG

$IREN(IREN.US) Iren excited investors with its deal and partnership with Nvidia, which includes a $3.4 billion cloud services agreement and a potential $2.1 billion equity stake. This comes with a plan to deploy up to 5 gigawatts of AI infrastructure aligned with Nvidia standards across Iren's data center pipeline, including its 2-gigawatt campus in Sweetwater, Texas. Despite missing earnings, the turnaround from a crypto mining company to a data centre company has seen the stock rise rapidly. In my opinion, volatility will remain high before the company starts to turn profitable. @Bridge Buzz SG

$Strategy(MSTR.US) Strategy's latest earnings may have fell short of expectations but the stock is certainly not trading down sue to Botclin stabilising back up around the 80k mark. While Strategy continues to purchase and hold Bitcoin, the share price will follow suit of the cryptocurrency, but the major risk is that Bitcoin does not yield any returns. It is only effective when there is demand in the crypto market for it, and for a company to put everything into one asset, this could be dangerous if and when Bitcoin plunges back down once more. @Bridge Buzz SG

【Week 3 – My Portfolio Health Check, Good swing trade on SMCI】

Bought the dip in SMCI back when the news of the co founder allegedly smuggling Nvidia chips to China first broke out. Held through even lower dips as I believed the negative sentiment will pass as it has always been. Now, spectacular earnings has the stock roaring back up above 30/share and I'm enjoying the bullish run for now. However, the earnings results are unaudited so volatility still remains so I believe this is a great stock for swing trading. Stay safe! @Bridge Buzz SG

$Nebius(NBIS.US) Nebius is purchasing Eigen AI. This acquisition aims to enhance Nebius Token Factory as a cutting-edge managed inference platform for AI production. By integrating Eigen AI's proven optimization stack with Nebius's expansive global compute capacity and AI cloud platform, this move will bolster their offering. Furthermore, Nebius will also gain expertise from elite research talent in inference, strengthening its existing in-house AI R&D capabilities. That is also why the stock is rocketing today. @Bridge Buzz SG

【Week 2 – My Portfolio Health Check, Bank stocks are underrated】

JPMorgan is one of the best-run banks on earth and their earnings just reflected that. They added 4.5billion in revenue YOY, and continue to increase revenue from different segments of the business, be it through M&A advisory fees or fixed income trading. Price to earnings ratio is also relatively cheaper than most of the time in history and yet people are overlooking the bank stocks. In my opinion, anything under 300 or close to 300 is a buy for me as JPMorgan has proved to be a solid choice through downturns like Covid and global financial crisis. @Bridge Buzz SG

$Microsoft(MSFT.US) Microsoft falling back to support line of 400 once more as slight beat in earnings was not enough to convince investors to stay/join back the party. Short sellers making their moves with put options as well contributing to the pull back of the stock. Azure's continued 38% growth was in line with expectations but nothing too exceptional, and with Google Cloud coming in hot as a rival in the cloud business, inflows are being redirected to Google instead. Fundamentals still look strong to me for Microsoft, but gaming revenue being down could be a warning sign for that segment of Microsoft's business that they need to rectify sooner than later. @Bridge Buzz SG

$Amazon(AMZN.US) Amazon is reporting earnings after the bell and AWS remains one of the key things to take note of. On top of that, tonight will be Powell's last FED meeting and rate cut decision, and this would definitely affect the overall market on top of the earnings of Mag 7 companies. Expect volatility of maybe around 5% based on options statistics and how people are estimating earnings to turn out. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius pulling back after a bullish few months, skyrocketing to ATH of 160. This pullback was always expected following huge surge in demand over the past months, and this is actually healthy for the stock in the long run. Expect volatility for high growth high risk stocks like Nebius, buy I'm still convinced it has more potential to be unlocked, and therefore also more room to grow in the future. @Bridge Buzz SG

$ServiceNow(NOW.US) Called the bottom and oversold signal last week after NOW's earnings! Technical analysis shows a bounce after the oversold territory, and the stock is going back up now. However, there are many possibilities that could happen and I will not say that it will only go up from now. The next resistance level would be 100, and if the stock can break past and remain over the resistance line for a period of time, then it would be a clearer signal that the worst may be over. @Bridge Buzz SG

$JPMorgan Chase(JPM.US) Bank stocks have been stagnant for a period of time but I'm not too worried about them especially when it comes to big banks like JPMorgan. Anything below 300 is considered reasonable price for me and I'm just holding for now. @Bridge Buzz SG

【Week 1 – My Portfolio Health Check, Staying loyal to Nvidia】

While everyone is hyped over the significant rise in AMD, I'm not selling any of my Nvidia shares to pivot to the former. Nvidia has proved itself time and time again that it is a steady growth stock and has also performed relatively well in bearish sentiments. It is also one of the biggest holdings in the S&P500 and therefore I'm still going long for this. Although I must admit that with the recent CPU demands and great earnings from Intel, AMD also looks like a great opportunity for the next few years. @Bridge Buzz SG

$ServiceNow(NOW.US) NOW is definitely oversold though a certain part is also due to traders putting pressure through short selling. People seem to forget that Servicenow has collaborations with AI companies like Anthropic, and the Saas apocalypse affects every software company to a different extent. NOW remains fundamentally strong, and earnings were aligned with expectations as well. However, conservative guidance was enough to make traders panic sell once more and drop back to 52 weeks low. However, I personally think the stock would reach back to 100 in no time. @Bridge Buzz SG

$Amazon(AMZN.US) Meta Platforms and Amazon announced that Meta will utilize Amazon Web Services' Graviton5 CPUs under a multi-year agreement valued at billions. The deal involves the use of Graviton chips equivalent to "tens of millions of cores," which will enhance Meta’s AI infrastructure. The news has seen the stock rising up to 52 weeks new highs and Amazon's continued rise comes as a relief after almost stagnating for the past year. Good job to all Amazon bag holders! @Bridge Buzz SG

$Strategy(MSTR.US) Bitcoin hit fresh 6 months highs following a strong rebound in cryptocurrencies and Strategy follows suit. Trading volume remains high and I expect to see a tiny pullback before testing both support and resistance levels. If successful in holding the support, Strategy could finally look to gain back it's past year losses but it would take some time. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius is expected to announce earnings later on next week, but the last earnings report missed expectations so investors should still be cautious heading into earnings especially when it is already up so much pre earnings. Average analysts price target is around $155, and the current price is around there so let's see how this is going to unfold. @Bridge Buzz SG

$Super Micro Computer(SMCI.US) Great recovery for SMCI following the steep losses in previous weeks, though it still has a long way to go if it would to try to recover to half of its ATHs. Holding a small position and looking to take partial profit once it rises a little more. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius remains volatile and is currently hovering around what I believe is its intrinsic value. The stock has run up double since last year and could look to even challenge the 200 price mark by end of year if global sentiment is positive. Looking to hold for now through this earnings period. @Bridge Buzz SG

$Meta Platforms(META.US) Meta is now leading the Mag 7 with the bull charge and erases all losses just a few weeks back. Meta is one of the fastest growing stock while generating huge profits. It would be interesting to see if the upcoming earnings reports would state whether they will bring back buyback anytime soon, if that happens, the stock would run up even more. @Bridge Buzz SG

$Strategy(MSTR.US) Bitcoin has broke above the 70k mark and is now testing the 75k resistance, and Strategy moves side by side with Bitcoin's price movement. At this point, Strategy is just leveraging against Bitcoin and it might be a good stock for swing trades, but going all in and relying on just one factor is a risky bet for long term. Looking for exits once it runs up more. @Bridge Buzz SG