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$NVIDIA(NVDA.US)

Nvidia has retreated quite a bit and is hovering above strong support. There are not much catalysts on the horizon so not expecting price to do much but it is quite oversold and so a rebound from these levels will not be surprising.

The overall market looks overstretched though so unless the overall macro environment improves considerably or Nvidia announces some major product development, the chances of a massive rally is but an optimistic projection.

@Bridge Buzz SG

The market looks like it wants to pullback but the dip keeps getting bought which is rather impressive to be honest. But the capital is rotating within specific names so it is still wise to be cautious.

$AMD(AMD.US)

AMD is a well known challenger who has famously done it against Intel and now is giving Nvidia a run for its money. It has carved out for itself a niche in the inference segment and is up against ARM as its closest competitor especially in the agentic AI arena.

Technically though, she probably is still early in her cycle but she is due a breather and will probably pull back a bit before roaring ahead.

@Bridge Buzz SG

I was just discussing about the potential of Apple raising prices yesterday and they did! Typical of corporations to preserve their fat profit margins at the expense of consumers.

$Apple(AAPL.US)

I wonder how Apple is going to assert itself moving forward in this AI dominated environment and future. They have already outsourced their AI capabilities and are only interested in incorporating it into their products without incurring the buildout costs. Which means they are affected by whatever prices the AI companies they outsource to quote them.

They already mentioned rising memory prices will affect product prices in the future. I wonder how much costs will be passed on to customers moving forward and if another company might take advantage of this and capitalise. They really look like taking the path of Nokia. Will we see the rise of another Apple?

@Bridge Buzz SG

What a way to announce that memory is here to stay. Micron’s results are amazing and showed how important memory is moving forward.

$Micron Tech(MU.US)

I voted Up 0–5% for $Micron Tech(MU.US). The print should be strong, but the bigger issue is expectations. When everyone already expects a blowout, the stock needs more than good numbers — it needs guidance strong enough to surprise. HBM demand and tight supply remain bullish, but near ATH, I expect a controlled upside move rather than a huge breakout.

$SpaceX(SPCX.US)

[Bearish] Great company, dangerous price.

SpaceX may be one of the best private businesses ever built, but at USD 1.75T, the IPO feels priced like everything must go right immediately: Starlink scale, Starship success, launch dominance, xAI synergy, and no execution slips.

My take: don’t chase the opening candle. I’d rather fade the hype and wait for real price discovery after the first wave of FOMO. Target zone to watch: USD 120–135 if early buyers start taking profit. Holding period: 3–6 months, only if support forms cleanly.

Bull case is real long term, but short term this looks like a classic “amazing company, stretched entry” setup. My hedge is simple: stay cash-heavy, avoid leverage, and only buy if the chart proves demand can hold after the IPO fireworks.

@Hotspot

$GLD SG(GSD.SG)

Gold seems to be selling off in the midst of what I believe is the de risking after the peace deal seems more or less confirmed with the vote to wind down the middle east stand off.

This coincides with dropping oil price as well. However, I am still holding on to gold which looks like at the end of its three wave pull back.

@Bridge Buzz SG

Up and down the market goes again. The slightest of narratives are able to induce a sell off. Tells you how on the edge investors are.

$Tesla(TSLA.US)

Tesla has been doing admirably well but this market has been heaving at these levels into a very stretched valuation. Geopolitics are not helping with oil prices at the center of it and very much a component of inflation.

Like it or not, all that affects profit margins and that in turn affects sentiments as well as expectations. Markets are forward looking. Can they look forward far enough and ignore all the noise?

@Bridge Buzz SG

The markets are really heaving at these levels. I believe most are waiting for Micron results before deciding and it might be a sell upon earnings release moment. I expect earnings to be good and the market to pop before selling off.

$NVIDIA(NVDA.US)

Nvidia is showing signs of fatigue. Despite the good news and awesome result beats and raises across the board of companies down its supply chain which are supporting the bullish narrative, they are not able to push beyond all time highs.

And valuation do look more attractive than prior times when earnings have not yet caught up.

So what is holding Nvidia back? Either institutions are loading up preparing for the next push up or they are distributing and taking profits. Time will tell.

@Bridge Buzz SG

Looks like even an MOU and peace deal amounts to nothing when there are just people who don’t care. Hope peace prevails.

$Tesla(TSLA.US)

Should I be concerned that Tesla is not rallying as much as the other AI stocks when they are? Looks like she seems to be pulling back along with SpaceX. Might or might not be related or it could just be a sentiment thing.

But Tesla does look laggy and might need a breather before deciding which direction to take.

@Bridge Buzz SG

$AMD(AMD.US)

AMD is flying sky high now. Only a few months ago, she was stuck in no man’s land. And now she is soaring at the 500 levels.

Inference and agentic AI has a huge part to play in the rally which has also seen the likes of ARM and even Intel making parabolic moves. But such moves have to make us think. Are the markets getting ahead of themselves?

@Bridge Buzz SG

They might seem hawkish now. But they will shift tune and markets will roar again when the time comes. Hawkish into a supply side inflation? Haha….

$Apple(AAPL.US)

I have mentioned my concerns with regard to Apple a few times before, in particular, their decision to go light with the AI build out whilst others like Google etc are rapidly scaling up their AI infrastructure.

Short term, it might lessen the load on capital and reduce risk on that aspect. However, long term wise, it might be a decision that puts them on the same trajectory as Nokia.

They are leaving themselves dependent on others when they outsource their AI needs such as what they are doing with Google.

@Bridge Buzz SG