$Corning(GLW.US)
Knee jerk reaction in the last week moved the share price lower. GLW is seeking to raise $2b with at the market equity. Dilution is not a problem for me because earnings will certainly deliver in the next 2 years with the multiple deals in place.
My verdict: Good opportunity to load up!
$Meta Platforms(META.US)
I bought it at a high but look at the share price now. It is slowly trending back up and should break 700 by year end. Other tech stocks are falling but this cash cow is backed by real earnings growth.
$Broadcom(AVGO.US)
Latest earnings report show that there is still growth in AI capex. This is a “sell the news” moment but it does not hide the fact that we should still a gradual upward trajectory for chips sector. Give it time.
$Taiwan Semiconductor(TSM.US)
Dell soars from raised guidance in latest earnings. What does this mean? Everything points back to heightened demand from chip sector. Now we wait for AVGO!
$Zscaler(ZS.US)with the growth of AI hacking threats, cybersecurity is now in the spotlight. There are not that many players in this sector. I believe there is a lot of revenue to unlock in the next few years. Position early to capture upside!
$Broadcom(AVGO.US)
I mentioned earlier that nvda earnings a few hours ago will lift entire AI related stocks. Now overnight all of them are up. Expect market gap up on open today. It is all about getting in early. Hock Tan is a good leader.
$Intel(INTC.US)
Missed the sell opportunity at the overbought territory of $140. However i am confident it will retrace previous highs if it holds its major support past Nvidia earnings today. US congresswoman Pelosi has also bought into this ticker.
$Taiwan Semiconductor(TSM.US)
Even as semicon sector takes a beating, chips is still doing relatively ok. This tells you there is still healthy confidence in chips related stocks. Anything between earnings calls are all noise. Stay vested!
$NVIDIA(NVDA.US)
Expect this to go back to its recent highs after earnings. Jensen has been quietly making deals behind the scenes. Not the circular financing kind that we already know. There are many ticker choices now but only one with the cashflow of a king!
$Meta Platforms(META.US)
The trial has put significant downward pressure on this ticker. However i see this as a chance to accumulate more. Trial is one off but business model is intact. My take is the fines are not priced in yet. Stay invested to capture all upsides.
$Eli Lilly(LLY.US)
Merck and moderna are good examples of what it means to get in and be patient. Lily is pumping so much money into research and with AI we might find a cure for diabetes. Get in and be patient. Trials take time for approvals. Diversify from tech!
$Zscaler(ZS.US)
Zscaler has bounced off the lows of the first half of 2026. It is an overreaction to the then sky high expectations of the entire saas ecosystem. The departure of a high profile exec added to this problem. I foresee them being essential in an AI driven world.
$Oracle(ORCL.US)
Oracle has steadily recovered from its low of near $100. The upward trajectory is slow because capex concerns remain. Give it time. It is not a broken business but paying for a major transition. That said, i do have a keep or sell decision on 31/12.
$Eli Lilly(LLY.US)
Many investors often wonder if there are good alternatives to the tech bubble. Eli Lily is such a brand. Very good moat and good product. It is likely to invent and patent more than its competitor due to good cashflow. Stay vested early!
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$Oracle(ORCL.US)
Oracle is the last SAP giant that has yet to wake up. Cash flow is tight due to capex but every other SaaS is spending as well. It is about keeping up with the competition. Get in now before results show!
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$Broadcom(AVGO.US)
Chips sector is heating up again! The trend is your friend and this ticker is showing strong upward momentum. Earnings call next month. Good time to sell puts and position for bargains or collect premiums!
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$NVIDIA(NVDA.US)
The correction last week was a good opportunity to load more.
Now Elon is also backing nvidia chips over the competition. AMD earnings also proves that there is still healthy demand in the chips sector!
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$Meta Platforms(META.US)
Testing major psychological support of $600. A major pivot to sell AI compute is a smart move butr will take time to execute. At the same time, their app ecosystem still deliver healthy revenue. I believe it will capture first mover market advantage here.
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$Corning(GLW.US)
good entry price amid market pullback. Earnings report today might provide another entry opportunity. Corning has a very good moat due to high entry barriers to this industry. The next breakout stars belong to those adjacent to AI such as infrastructure.
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$NVIDIA(NVDA.US)
Hyperscalers will report earnings this week and I believe there is still legs on this AI race. Google has reported earnings and they are not slowing their capex.
Once people know how to harness AI better the compute power will be the key differentiator among them all. Who gains? NVdia!
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$Intel(INTC.US)
As I mentioned before in previous posts before this, CEO Tan Lip Bu has a track record of turning businesses around. Now one can see the earnings are pouring in. Capex is not a negative spend if it leads to longer term revenue in my opinion.
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$Broadcom(AVGO.US)
Google’s earnings a few hours ago enforce the narrative that capex yields positive ROI.
I believe there is another year left before capex will slow down. Get in before it is too late!
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$Oracle(ORCL.US)
Stock remains beaten down due to capex concerns. However, capex is paid mostly by customer pockets. The revenue is also growing. Why should they be punished for tight cash flow when the business model is not broken?
I intend to hold with TP target $300!
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$Taiwan Semiconductor(TSM.US)
Rumour says orders may slow down in the next couple of quarters but it is not a complete pivot away from AI. Chips are still critical going into 2027 and maybe 2028. Will continue to track earnings calls from hyperscalers to determine next steps.
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$Meta Platforms(META.US)
Trending upwards after major pivot. I believe it is now entering a space with better prospects. CEO Mark is known to make difficult pivots. I believe selling AI computing power is far more profitable!
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