【Day 4 - Waiting for opportunity】
Action - Do nothing as it is not my timing yet.
Operation - Was intend and plan to add some units to $DBS(D05.SG)on Mon/Tues,when it went down to SGD54 but missed the chance. Now waiting for another chance while accumulating funds.
#MyInvestmentDiary
Just came across this - Investment Dairy and gonna start it today instead. Short by 3 days but is fine. Late better than never
@Longbridge Singapore #MyInvestmentDiary
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$DBS(D05.SG)
DBS is currently trading at record highs near $59.30. While the bank remains a dividend powerhouse (projecting a 5.5% yield for 2026), its valuation is historically stretched. With interest margins peaking and Singapore’s GDP growth slowing to 1.8%, the stock is a clear Hold at these levels.
Shift Focus: Magnificent 7
While DBS offers stability, the Magnificent 7 provide superior structural growth as the AI cycle matures. Early 2026 has shown significant divergence, making "selective buying" more effective
$Microsoft(MSFT.US)
Microsoft (MSFT) trades at $411, down 13% recently due to heavy AI spending. However, record cloud revenue and strong "buy" suggest this dip is a major opportunity.
$Meta Platforms(META.US)
Meta rebounds back from my previous post.
Meta is trading around $678, down roughly 2% today. Strong AI growth is balanced by regulatory hurdles in India.
$Amazon(AMZN.US)$Alphabet(GOOGL.US)i personally own both Amazon and Google for their strong and stable financial position. Holding them for long, thru market volatility and turbulence. While waiting for the dip.
Alright, the big test is here. This week's earnings will show who's actually making money from all that AI hype. Let's break it down:
$SPDR Gold Shares(GLD.US)
Gold is currently experiencing a highly volatile technical correction. After peaking at nearly $5,600/oz in late January, prices sharply retreated toward $4,900/oz in early February. This dip was driven by a rebounding U.S. Dollar and the nomination of a hawkish new Fed Chair.
Despite this short-term "rollercoaster," the long-term outlook remains constructive. Many analysts expect prices to stabilize and potentially test $5,200–$6,000/oz later this year.
Would you add to position?
$Meta Platforms(META.US)
My cost basis is $627.89, and the market is currently at $620.65. While the screen shows red, my vision remains clear like the lighthouse in the picture. In investing, as in life, we cannot control the waves, only our own ship. I am choosing to focus on the long-term destination rather than the immediate noise of a small percentage move.
$NVIDIA(NVDA.US)NVIDIA continues to be the "gold standard" for AI infrastructure, with record-breaking financial metrics in the 2026 fiscal year.
Revenue Growth: The company recently reported record quarterly revenue of $57.0 billion, a 62% increase year-over-year.
Dominant Data Center Segment: This segment now represents approximately 88% of total revenue. Demand for the new Blackwell architecture is described as being "off the charts," with cloud GPUs currently sold out.
Profitability: NVIDIA maintains exceptional gross margins in the 74% to 76% range, driven by its unmatched pricing power in the AI accelerator market.
More buy?
$Alphabet - C(GOOG.US)
By synthesizing a market tip with rigorous fundamental analysis, I identified Alphabet’s undervalued entry point at $175. This 92% gain validates my ability to filter noise and confirm opportunities through data-driven financial validation, a skill I now bring to strategic management.
