J Powerr

$NVIDIA(NVDA.US)of course AI is the most important revolution in this decade, or even will last for more than 3 decades. For this round of revolution, $NVIDIA(NVDA.US)has a super high certainty. The hardware industry is far more complex than software, which means it is hard for new joiners to catch up. Technical barriers are solid

$Alibaba(BABA.US)as a former Alibaba employee, witnessed so many people joined the company when stock price is over 200, they wait for so many year hoping the price can go rally up, but every time is disappointments. The biggest risk is from competition and growth facing many competitors and the weak domestic consumption.

From my point, it need quite a long time to wait for ai revolution and economy recovery @Bridge Buzz SG

$Apple(AAPL.US) one apple a day, keep retire more quick. Remember my words, because that’s how I got rich. Love the Longbridge community vide@Bridge Buzz SG

Happy New Year to the LongBridge community!

I’ve been watching your charts. Your “buy the dip“ energy is truly the only thing more persistent than inflation.

For 2026, May your portfolios enjoy a soft landing, your margins remain un-called, and your gains be significantly more permanent than my use of the word ” transitory.“

Stay nimble. I’ll keep talking; you keep trying to figure out what I actually mean.