MingHwa

Anthropic is going to be another blockbuster IPO after SpaceX. I would really be lookin at its revenue greatly. The valuation is definitely fair for today's market.

Gogo power rangers

Snowflake is back, the AI trade is back. However the underlying driver is still memory chips regardless of it being data centres or cloud. That's the exposure that cannot be avoided!

NVDA had another explosive earnings call and you can expect the forward trajectory to remain. I am bullish for the company!

A

Memory chips are having a bad start to the week, but fear not as profit taking is expected, and such drawdown is normal. Stay focused on the thesis and ignore the daily movement!

Singapore electronics manufacturing and export has always been robust and steady. There is without a doubt in my mind that longing SG semi names are a must, look at how much they sky rocket!

I think the momentum in the current market is still very strong, there has not been significant decline in weeks. It is dangerous to bet against momentum, hence no short position for me!

With Warsh confirmation as the fed chair, the thesis that AI going to outpowrt inflation rate is here. The AI rally will continue for the year and wealth will be generated!

With Warsh confirmation, the market does not need to worry about hot CPI as interest rate cut is on the table due to Warsh believe that AI > Inflation. Buy the dip let's go!

I do not see any hope from Trump visit to China, as it stands the Iran war will not be resolved even with China help, and the straits will continue to be shut. Inflation will start showing up in H2

I am bullish on Nvdia, it has been stagnant for some time now. These news are definitely tailwinds that will drive to all time high!

Trump tariff with EU is like background noise, my take is to ignore it. The general trend is the AI is still strong. The Iran War is also forgotten already. Keep exposure to the AI related stocks.