Up&Growth

Ranks in the top 10% of account holders by rate of return Calculated based on your Longbridge (Singapore) A/C

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【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

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

$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.

$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.