Kenji — Investing Ideas, Posts & Market Views

KenjiSep 24 at 04:38 AM

It takes a Big Steel heart to be buying US Treasuries bonds as investors needs a higher risk reward to stomach such risk, hence a high 5% yield since some 2 decade ago. As USA starts printing more of their own money, USD devalues, Fed hikes rate to control inflation, what a mess! I am seeing & feeling a market slowdown in play (evident from our surrounding business environment). I am nervously waiting to buy when my wishlist blue chip equities hit my target entry price. A lot of moving parts so got to track carefully these days. Keeping cash for now.

C

Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — 10-Year Yield Tops 5%, Highest Since 2007

A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...

K

KenjiSep 10 at 10:38 PM

Oracle huge capes spend on AI infrastructure is a worrying sign, couple with concentration on a single customer (OpenAI) which is dangerous if things goes wrong..not invested.

C

Captain's Watch

Oracle Earnings Challenge — Guess the close and win cash!

$Oracle(ORCL.US) reports Q1 FY2027 after the US close tonight, Thursday 10 September — the numbers land around 04:00 SGT Friday morning, with the call at 05:00. ⏰Here is the part worth sitting with. A...

LONGBRIDGE ORACLE EARNINGS CHALLENGE Where does ORCL.US close on Friday 11 Septe

K

KenjiSep 9 at 04:48 PM

Apple is an amazing company with amazing products. I am an Apple 🍎 fan since Steve Job days, from iMac to iPhone to iwatch. Hope to see Apple Car being revived.

C

Captain's Compass

Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

Change in Apple share price and major stock indexes during Tim Cook's tenure as

Foldable iPhone is Coming. Apple launch event： dip first， rally later? Launchday

K

KenjiAug 30 at 02:06 AM

Agreed, nothing further to add. But I think Nvidia should see more weakness moving into 2027 and beyond as competition catches up.

C

Captain's Watch

Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

01 COMMUNITY SPOTLIGHT LONGBRIDGE @CLuo ov voted up 2-7%， called $219.80 "After

02 2( COMMUNITY SPOTLIGHT LONGBRIDGE @Yuan83 the index-levelread "SPX hit my 777

03 3 COMMUNITY SPOTLIGHT LONGBRIDGE @Spartan three thresholds for a real beat "R

04 +COMMUNITY SPOTLIGHT LONGBRIDGE @Wayne harvest the premium "Sell covered call

K

KenjiAug 29 at 02:30 AM

My thoughts is the new FED chair will not want to rock the boat but rather keep it steady for the time being. While he wait & watch, this is probably his best strategy for now. I don’t think he wants to be responsible for the crash of the already nervous US market as well. My guess is lowering interest rates will be a given moving forward..for the market & for Trump.

C

Captain's Watch

Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

169月26 28 10月26 912月26 271月27 173月27 284月27 96月27 287月27 159月27 27 10月27 MEETING

Jackson Hole Fed Speech Vs SPX Returns S 12006-2025 3.0% 1- Tier1 1 Alph ha 2.0%

Trade US stocks with just $1 Fractional shares make it easy

K

KenjiAug 29 at 02:20 AM

What a wild ride..Nvidia might have been oversold previously as investors exited the market.

C

Captain's Watch

Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

K

KenjiAug 25 at 05:24 PM

With such high valuations, Nvidia is massively overpriced and when the music stops , we should see huge corrections on the stock price. Not a buy or sell call, just being realistic in this overly hype up market.

C

Captain's Watch

FeaturedNvidia Earnings Challenge — Guess the price and win cash rewards!

$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...

1 LONGBRIDGE NVDA Earnings Community( Challenge Vote，comment，post — - win 5 SGD

K

KenjiJun 1 at 02:38 AM

Reits are long term instruments for passive income.

M MoonHMS

Be careful when investing in Reits as someone said if you evaluate all Reits from IPO pricing until to date , many people are losing on their principal capital. It seemed many people don't understand how Reits investment works, not over short term horizon, but longer time frame with IPO as base.

K

KenjiJun 1 at 02:35 AM

Agreed. With the impending listing of SpaceX, think there is still higher high for both the S&P 500 & Nasdaq. Super Mega Bull in history.

H HumpbackWhale

After a turbulent stretch earlier this year, US tech stocks have roared back in convincing fashion.

The market has staged a sharp rally of about 13% since late March — its sharpest rise since April 2020 — fueled by improving geopolitical sentiment and rising corporate confidence.

The most recent sessions underscored just how strong the momentum is. US equities closed at record highs on May 29, with the Nasdaq settling at 26,972, the S&P 500 climbing to 7,580, and the Dow crossing 51,000 — all three indexes hitting fresh all-time intraday highs.

The catalysts? A mix of strong earnings and mega-deal energy. Snowflake's surge on robust earnings and a multibillion-dollar Amazon partnership helped tech lead the broader market to fresh gains. Dell Technologies saw its best single day on record — shares surging nearly 33% — after beating expectations on both revenue and earnings and raising its full-year guidance.

Underneath it all, the AI buildout remains the structural driver. AI investment is expected to contribute roughly 40% of S&P 500 earnings growth this year, with the largest cloud computing companies planning to spend an estimated $670 billion in 2026.

Goldman Sachs sees the momentum continuing. The S&P 500 is forecast to climb 6% to a year-end target of 7,600, built on expectations of 12% earnings-per-share growth in 2026.

For long-term investors, the message is clear: stay diversified, stay the course, and don't let the short-term noise distract from the bigger picture

K

KenjiMay 4 at 04:04 PM

Woohoo! Thank You LongBridge. Amazing win on guessing Xiaomi rise..So happy.

Kenji Miracle Maker Congrats! You've won 138 Task Coins! Closing direction： High

K

KenjiMay 1 at 01:49 PM

Link Reits HK0823 new management are selling non core assets to hold my cash, pay debts and looking for strategic opportunities to beef up their core. Sold The Swing @ Thomson Plaza, now in discussions to sell Australian office assets. Markets are reacting to this news positively. I believe their NAV should improve further over time once all or most of their non-core are sold. $LINK REIT(00823.HK)

K

KenjiApr 22 at 05:45 AM

Elok is the man! His vision & chasing such BIG dreams is amazing..for a human being, unless he’s an Alien.

G Gaby

I am looking at Elon Musk, he is a classic example of key man risk. Without him both Space X and Tesla are worthless!

K

KenjiApr 22 at 05:43 AM

I agree. Think Trump has more to lose if this war continues. Mid term election is already not looking good for him & The Republicans.

G Gaby

Trump extending the ceasefire is a clear sign of no more escalation!

K

KenjiApr 22 at 05:37 AM

1) We are at stalemate. Global oil shock stays elevated. Higher oil prices, less driving for me. Got to strategize & plan trips to save on fuel, especially so in Singapore ridiculous pump prices.

2) John Ternus incoming Apple CEO has BIG shoes to fill. Untested, so investors and market will be cautious. Might be wise to take some chips off the table while we wait & see.

3) Singapore economy will be impacted at H2 onwards despite a strong Q1 finish. Dark clouds are on the horizon and is evident with more F&B closure and shops giving up the physical mall space as you walk around. High consumer prices are also driving consumers to budget their spending on necessities items, think travel & luxury will be hit bad first.

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!

LONGBRIDGE 2026/04/22 LONGBRIDGE DAILYMARKET TALK WEDNESDAY US STOCKS Kevin Wars