dhighstakes

$NVIDIA(NVDA.US)fundamentals did not change. Jensen will not impact the outcome that the company has built in decades. Earnings will bring this back to a fair PE level!

$Corning(GLW.US)my cost basis is at the higher end of what I preferred but i have a lot of confidence this will go back to 190 region by end 2027. Photonics is a new chapter in connectivity and they will be a market leader!

$Taiwan Semiconductor(TSM.US)below 350 is what i call a once in a year dip to load up. Chips has nothing to do with the blue sweep and will be in demand globally. I will buy more at 350

$Oracle(ORCL.US)down so much on this stock but i only have a small position. I might close it at the next mini tech rally. Data centers will come under pressure in short term due to midterms. Buy with care.

$NVIDIA(NVDA.US)amd earnings call shows that the chips sector have yet to peak! Sales remain healthy. Mid terms result will act as tailwind. Expect a huge rally tonight at open.

$Broadcom(AVGO.US)buying opportunity for those who missed the last one. Amd earnings tonight might be the fuel this ticker needs to head back up. It is now on a strong support and i do expect earnings beat tonight!

$Oracle(ORCL.US)is the only stock ticket that i am a little more concerned about than the rest. capex is still heavy and does not look like slowing down. Investors want to seen returns soon though capex is necessary. Short term volatility expected!

$Taiwan Semiconductor(TSM.US)major correction happening in the markets. Be patient while hyperscalers complete their capex cycle. The future is chips. I will add more when it goes below 380x. Otherwise will hold for another decade.

$NVIDIA(NVDA.US)market is overreacting to to intel’s earnings call. One is still turning around and the other has remarkable cashflow. To me this dip is yet another buying opportunity. Only a matter of time before it returns to its ath

$Eli Lilly(LLY.US)pop on excellent results. Their AI factory will speed up r&d efforts and entrench their market leader position. This is the non AI trade ticker that everyone should take note of. Pushing 1.5k by end 2027! Be patient!

$NVIDIA(NVDA.US)GTC shows deployment can be down to 2 weeks. AI sector is now oversold to me. I will load up at 200 levels. Not many opportunities to buy in again once people realise demand will pull through 2027!

$Taiwan Semiconductor(TSM.US)holding on to key support region well. I believe AI sector will consolidate and recapture its previous high. Compute demand follows SpaceX recent filings. It will only go up in the short term.

$Zscaler(ZS.US)healthy pullback from this cybersecurity stock. Guidance reaffirmed and it will retrace to its last high of $300 by next year this time. Market is growing and not contracting.

$NVIDIA(NVDA.US)solid cashflow and good margins means that nvda will sustain better than other AI players in a downtrend. you can see this from last week to this week. Business model is intact and underwriting coreweave shows its strength!

$Eli Lilly(LLY.US)when AI stocks correct, money pours into quality stock. I mentioned this in my previous posts. It is always good to diversify into non tech stocks as tech valuations become higher than one can stomach.

$Oracle(ORCL.US) down today due to rate hike expectations after cpi data came in hotter than estimated. It is still holding its major support of 130 so i do not expect sell off once the market fully absorb this news within 24h. Knee jerk reactions form good buying windows!

$Corning(GLW.US)healthy pullback last night for tech sector. earnings remain solid so far. There are not many chances left before stocks go to its next high. Load up and wait for results is the key

$Eli Lilly(LLY.US)Eli Lily recaptures its previous high of $12xx last night. I believe it is a matter of time before the next sector rotation occurs and money flows into quality pharma stocks

$Oracle(ORCL.US)this database giant is about to wake up. Operating cf, revenue and key metrics are positive in my assessment. Investors need to be patient as everything else has run up beyond fair valuations. Capex is a necessary evil for now.

$NVIDIA(NVDA.US)lower p/e than the wider AI ecosystem and with margins better than its competitor. Nvidia is still a league of its own. The giant is now awake and moving towards a fair price. It will hit near $300 mark by year end.

$Corning(GLW.US)the AI carry trade continues! Micron’s blowout guidance tells everyone the infrastructure buildout is nowhere near peak. Get in and wait for photonics ramp up!

$NVIDIA(NVDA.US)micron prints! If memory is needed then chips would be needed equally much. It is not about how high it goes at open. It is about being in it and waiting for results to deliver!

$Broadcom(AVGO.US)micron reports tonight! It will be a barometer of where we are in the AI trade; for now i believe most chips stocks will stay flat as order books are known to public. Guidance for next year will determine if i sell it or continue to diamond hand this. Target $400.

$Eli Lilly(LLY.US)despite rivals posting encouraging clinical trial results, Eli Lily did not slide as many would expect. I believe it is their investments in R&D that will help keep it competitive in the market. Investments in their AI factory should pay off next year!

$Zscaler(ZS.US)

Cybersecurity is now back in the spotlight. With AI becoming pervasive, commercial entities need to be prepared for smarter attacks on IT infrastructure. My opinion is that the pie is big enough for everyone to share!