Balanced to Growth
which do I prefer to hold? between the 2, it's got to be Nvidia as its valuation just dipped and it's fundamentally a quality company. the us government will not let its of its crown jewels to sink
Chip stocks roared back as AMD jumped 13%, but Nvidia slid to a seven-month low as its board probes CEO Jensen Huang. At home, the STI rebounds after Monday's holiday, with Sea reporting tonight. Let'...
which do I prefer to hold? between the 2, it's got to be Nvidia as its valuation just dipped and it's fundamentally a quality company. the us government will not let its of its crown jewels to sink
Chip stocks roared back as AMD jumped 13%, but Nvidia slid to a seven-month low as its board probes CEO Jensen Huang. At home, the STI rebounds after Monday's holiday, with Sea reporting tonight. Let'...
while unfortunate, the current the dip following last week's AI rout does represent a buying time for Nvidia as it is a quality stock nonetheless
US hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
while unfortunate, the current the dip following last week's AI rout does represent a buying time for Nvidia as it is a quality stock nonetheless
US hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
hello, I can't find your recent hot insights eg those on the midterm elections and the one on tech earnings. see image. can you show me where I can find them?
The elephant in the room is the US mid-term elections on 3 Nov. As the Red party is still reeling from inflation-related voter disgruntlement and other personality-related issues, the Blue party might wrestle one or both chambers from the Red. How would that impact the US market?
Chipmakers crashed on Friday, led by Intel's record drop, but a smaller fall lifted Apple past Nvidia as the world's most valuable company before its results tonight. At home, the STI is sliding this ...
The elephant in the room is the US mid-term elections on 3 Nov. As the Red party is still reeling from inflation-related voter disgruntlement and other personality-related issues, the Blue party might wrestle one or both chambers from the Red. How would that impact the US market?
Chipmakers crashed on Friday, led by Intel's record drop, but a smaller fall lifted Apple past Nvidia as the world's most valuable company before its results tonight. At home, the STI is sliding this ...
While Ely Lilly is a quality non-AI stock to eyeball, it's price went up from $1142 on 2 Oct to $1517 on 30 Oct, a whooping 24% increase in 1 month. So, yes, to take note of but not to buy yet, at least
Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
While Ely Lilly is a quality non-AI stock to eyeball, it's price went up from $1142 on 2 Oct to $1517 on 30 Oct, a whooping 24% increase in 1 month. So, yes, to take note of but not to buy yet, at least
Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
On the 2nd day (30 Oct), Mi Materials fell more than 16% to close at $1.51 on the back of the Wall Street tech rout the day before. In fact, the key Singapore chip stocks all fell AEM and UMS Integration. As AI story is intact (no question on demand just the question of ROI), it's time to deploy some dry powder over the few days to pick up the slack in Singapore chip stocks.
Welcome back! Earnings week landed all at once, and members spent it asking which line of each report the market was actually reading. 📊
On the 2nd day (30 Oct), Mi Materials fell more than 16% to close at $1.51 on the back of the Wall Street tech rout the day before. In fact, the key Singapore chip stocks all fell AEM and UMS Integration. As AI story is intact (no question on demand just the question of ROI), it's time to deploy some dry powder over the few days to pick up the slack in Singapore chip stocks.
Welcome back! Earnings week landed all at once, and members spent it asking which line of each report the market was actually reading. 📊
While tech stocks were lifted yesterday and Nasdaq futures are currently green, my bet is that investors will wake up from this Anthropic froth and return to earth and demand to see evidence of the ROI from all these investments into AI
Every stock in the Philadelphia chip index rose as Anthropic filed for its IPO, and Tesla jumped on a SpaceX merger bet. At home, the banks slipped. Let's dig in 👇💬 Anthropic's filing lifted every chi...
While tech stocks were lifted yesterday and Nasdaq futures are currently green, my bet is that investors will wake up from this Anthropic froth and return to earth and demand to see evidence of the ROI from all these investments into AI
Every stock in the Philadelphia chip index rose as Anthropic filed for its IPO, and Tesla jumped on a SpaceX merger bet. At home, the banks slipped. Let's dig in 👇💬 Anthropic's filing lifted every chi...
hi, what's your criteria for a quality company? Is it FCF? Is it a value company?
ABOUT THIS COLUMNBridgers’ Stories is Longbridge Singapore’s community interview column.Every episode, we sit down with one member of this community — someone whose posts you already scroll past every...
hi, what's your criteria for a quality company? Is it FCF? Is it a value company?
ABOUT THIS COLUMNBridgers’ Stories is Longbridge Singapore’s community interview column.Every episode, we sit down with one member of this community — someone whose posts you already scroll past every...
A key lesson is that evergreens are evergreens. A timeless advice is to hedge with bonds. Even when investors were shorting bonds, good to keep a balanced portfolio. Now, with chip stocks crumbling, investors have fled for safety ie Treasuries, leading to a rally
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
A key lesson is that evergreens are evergreens. A timeless advice is to hedge with bonds. Even when investors were shorting bonds, good to keep a balanced portfolio. Now, with chip stocks crumbling, investors have fled for safety ie Treasuries, leading to a rally
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
While we eyeball company level spending on AI, we must not be blindsided by the larger narrative of the marketing demanding greater evidence of ROI. Another note, while Griffen was noted as saying AI is in a bubble, Blackstone President pushed back that notion. So, the jury is still oit
Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...
While we eyeball company level spending on AI, we must not be blindsided by the larger narrative of the marketing demanding greater evidence of ROI. Another note, while Griffen was noted as saying AI is in a bubble, Blackstone President pushed back that notion. So, the jury is still oit
Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...
The rally in the US market has resumed after the close of the SGX session. The fundamental underlying AI story is intact as dip buyers moved in. It is noteworthy that Jensen Huang recently said "All of this is going to pass".
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
The rally in the US market has resumed after the close of the SGX session. The fundamental underlying AI story is intact as dip buyers moved in. It is noteworthy that Jensen Huang recently said "All of this is going to pass".
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
Even though PPI was 1% higher than forecast the market rose as it has been reported that the price increase was largely driven by a narrow gauge of commodities and investors ignored the PPI increase. However, are we entering into a situation whereby the cost of waiting outweighs the cost of increasing rates sooner in case inflation doesn't cool fast enough
September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...
Even though PPI was 1% higher than forecast the market rose as it has been reported that the price increase was largely driven by a narrow gauge of commodities and investors ignored the PPI increase. However, are we entering into a situation whereby the cost of waiting outweighs the cost of increasing rates sooner in case inflation doesn't cool fast enough
September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...
the CPI increased more than consensus and stock and bonds are currently down. remember what buffet said: when people are fearful, be greedy. I would be buying on the dip
Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...
the CPI increased more than consensus and stock and bonds are currently down. remember what buffet said: when people are fearful, be greedy. I would be buying on the dip
Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...
