Heroic Lifesaver - Part of Longbridge's Investor Led Community

$NVIDIA(NVDA.US)

Nvidia has a complete 5 waves up pattern, on declining volume and into a trend line as well as a time factor. All looks primed for more of a pull back than what we had so far. But as long as supports hold, the party can go on.

And that’s what worries me. The more the market ignores rationality and continues its exuberance, the more FOMO sets in and that’s where discipline comes in.

Patience is a virtue.

Stay safe!

@Bridge Buzz SG

The markets are already sapped for liquidity with AI names keeping them up. The space IPOs will require more liquidity and of course they want to list now when there is euphoria with everything AI. I am staying safe!

$Applied Optoelectronics(AAOI.US)

AAOI has been a stock I followed since its teens and it has been kind to me.

And to be honest, I am immensely bullish on optics networking and AAOI will be one of the major beneficiaries of this sector in my opinion.

However, technically speaking, she is due a breather and a modest pullback will be expected and much welcome before another explosive push up.

That’s just how the market operates.

Some just ride it out. Some prefer to step aside for better prices. Its just a choice.

@Bridge Buzz SG

Why the Upcoming Space IPO Could Matter for Markets

*This is the longer version of the one I posted earlier as that one only allows a certain number of words.

The upcoming space IPO could be more than just another listing. It may become a major signal that the space economy is finally moving from a futuristic theme into a serious public-market investment category.

If investor demand is strong, the IPO could lift sentiment across the entire sector. Launch providers, satellite broadband companies, defense-space firms, orbital infrastructure players, and component suppliers may all benefit from renewed attention. In the same way AI became a market-wide theme, space could increasingly be viewed as strategic infrastructure rather than a speculative dream.

The broader impact could also extend to the IPO market itself. A successful listing from a high-profile space company would show that investors are still willing to back ambitious, capital-intensive frontier technology businesses, especially when the long-term growth story is powerful.

But there is one major caveat: valuation. If the IPO is priced aggressively and demand is driven mainly by hype, scarcity, or ETF flows, post-listing volatility could be sharp.

In short, this IPO could be a defining moment for the public space economy — but investors will need to separate structural opportunity from short-term excitement.

@Bridge Buzz SG

Why the Upcoming Space IPO Could Matter for Markets

The upcoming space IPO could be a major signal that investors are ready to treat space as a serious public-market theme, not just a futuristic idea.

A strong debut may attract capital into satellite networks, launch systems, aerospace suppliers, defense-space, and space-based data services. It could also revive confidence in large frontier-tech listings.

The key risk is valuation: if excitement runs ahead of fundamentals, early enthusiasm may quickly turn into sharp post-listing volatility.

Why the Upcoming Space IPO Could Matter for Markets

The upcoming space IPO could be a major signal that investors are ready to treat space as a serious public-market theme, not just a futuristic idea.

A strong debut may attract capital into satellite networks, launch systems, aerospace suppliers, defense-space, and space-based data services. It could also revive confidence in large frontier-tech listings.

The key risk is valuation: if excitement runs ahead of fundamentals, early enthusiasm may quickly turn into sharp post-listing volatility.

Week 5 - Maintaining defensive stance

The market keeps pushing up on FOMO and over exuberant investors ever so willing to pay whatever price the market offers thinking the market only goes up. Every dip is bought.

Call it a strong market, bullish or whatever you may. But I feel smart money is unloading to retail at this moment.

Yes the market can keep pushing higher but I rather be safe and protect the downside.

Staying safe!

@Bridge Buzz SG

$Micron Tech(MU.US)

I added back a little bit of Micron to my placeholder at 722. The dip just looks too juicy to overlook. However, this bounce might be a B wave so looking to either sell off that tiny weeny lot or just ride out the volatility.

Will look at how market behave later and decide.

Still defensive overall!

Oh yah I forgot to mention in my earlier posts - Arsenal are premier league champs once again!

Come on you Gunners!

@Bridge Buzz SG

I understand the hype around quantum computing but markets care about one thing in particular which is profits. And quantum computing is not there yet.

$Sandisk(SNDK.US)

Sandisk is my pick for trade showcase of the day. So far looks like a controlled drop from the top on 11th May and this rebound might be the B after that A wave down from the top. So far one bounce off the local bottom on 19th May. A bit of a retreat since then for the b of that bigger B wave up. So another bounce on tepid volume will be the c of the bigger B which once complete will start the bigger C wave.

I know it sounds confusing so to sum it up simply, one more bounce into today or tomorrow before another bigger pullback.

Stay safe!

@Bridge Buzz SG

Singapore has done well to move fast to secure first mover’s advantage in AI as well as cement its importance and relevance as the jewel of South East Asia. Well done!

$SPDR Gold Shares(GLD.US)

I am slowly accumulating Gold at these levels which I see as a wave 4 of a bigger wave 3 going on in the price action seen on technical analysis.

Gold will thrive in uncertainties especially when theres low confidence in the fiat system. We are seeing central banks like China accumulate gold at the expense of US treasuries. Turkey’s central bank as well is a big buyer of gold since Covid.

That may partially explain Gold’s recent ascent. This retreat other than coinciding with the technical levels also coincides with the recent Iran-US standoff which has raised costs of goods etc. Gold at the prices they are at are attractive sources of liquidity that countries may have used to fund their projects and subsidise their citizens which might explain the pullback somehow.

However, gold is in a firm uptrend and the buying pressure might push gold prices up again once this pullback gets absorbed.

@Bridge Buzz SG

As long as supports hold, the general market still may push higher into late May. It is hovering above one of those support levels now.

My vote is D.

I will talk about Nvidia’s margins.

The real question is not simply whether revenue beats. At this stage, the market already expects massive AI demand. The deeper question is what Nvidia does with that demand. A gross margin above roughly 75% would suggest the moat is still intact.

But if gross margin slips meaningfully below 73%, that would be more concerning than a small revenue miss. It could imply higher Blackwell ramp costs, supply-chain pressure, customer pushback, or stronger competition from ASICs, AMD, Huawei, and internal hyperscaler chips.

So for me, gross margin is the cleanest “truth signal.” Revenue shows demand. Gross margin shows whether Nvidia still controls the economics of AI infrastructure.

My vote is D.

I will talk about Nvidia’s margins.

The real question is not simply whether revenue beats. At this stage, the market already expects massive AI demand. The deeper question is what Nvidia does with that demand. A gross margin above roughly 75% would suggest the moat is still intact.

But if gross margin slips meaningfully below 73%, that would be more concerning than a small revenue miss. It could imply higher Blackwell ramp costs, supply-chain pressure, customer pushback, or stronger competition from ASICs, AMD, Huawei, and internal hyperscaler chips.

So for me, gross margin is the cleanest “truth signal.” Revenue shows demand. Gross margin shows whether Nvidia still controls the economics of AI infrastructure.

$Taiwan Semiconductor(TSM.US)

It’s been a while since I updated TSM so today’s chart and trade showcase is on TSM. I consider TSM along with Nvidia as one of the more important bell weathers of the semiconductor space and I study them along with SMH as well as other relevant charts to have a rough gauge of sentiment within the space.

And her charts indicate caution ahead. She has extended her wave again and again, rebounding off supports repeatedly, underlining great strength. But that five waves need to resolve before a more meaningful push upwards.

Stay safe!

@Bridge Buzz SG

Not all dips are buyable. It seems tempting to dip into this pullback but looks like even TACO does not lift the markets as it used to do. Stay safe!

$NVIDIA(NVDA.US)

It’s Nvidia time again! Technically wise, not much has changed since my last post. Still tracking that five waves up for an ending fifth wave with an extension to the 250 levels especially if results satisfy the market.

Nvidia’s results will be important for the general market trend.

However, Nvidia is due for a pullback and in my honest opinion, better prices are ahead.

@Bridge Buzz SG

Singapore’s AI beneficiaries have rallied quite a bit to be honest. Much like their US counterparts, a breather is much required and a healthy outcome.