NewUser_kiTvTL

Fed's hawkish dot plot risks tightening into slowdown. SpaceX dip not a buy yet. SG NODX winners: AEM, UMS, Frencken; driven by AI memory sustainability.

Storage trade is crowded but momentum-driven. Nvidia's bond raise is smart leverage, not a worry. Singapore airlines and importers win big with cheaper oil; offshore/marine lose.

TSMC hike confirms AI chip trade back. SpaceX IPO too big, skip. Adobe fall shows market punishing leadership risk; screen for stability.

Trim rate-sensitive REITs and airlines. AI trade has flipped to shorting capex. SpaceX IPO is peak euphoria at the top; do not chase on Friday.

Singapore tariff risk is overblown; minimal export impact. SpaceX IPO still overvalued despite demand; avoid. Broadcom financing platform bullish for AI infrastructure and AVGO.

Tesla robotaxi is real but too small to rerate. AI hardware broadening; trim NVDA. China blacklist is structural headwind, not a buying opportunity.

Oil shock plus strong NFP favors commodity plays and banks. Apple’s AI event doesn’t threaten NVDA. SpaceX IPO faces risk-off week; avoid day one.

Rotation from AI to value looks healthy, not a crack. Economy strong enough for Fed hold. Shift from AI optical to financials; prefer DBS over tech-adjacent names.

Broadcom’s drop signals AI hardware valuation fatigue. Fed hike talk threatens tech multiples. SpaceX IPO at $1.75T is overvalued—avoid day one.

MRVL is a must-own but move priced. Avoid SpaceX IPO hype, wait for post-listing dip. AVGO needs to crush, not just in-line, to maintain AI momentum.

Wait for Anthropic’s revenue and margins. Alphabet’s dilution is worth it. AI hardware easy money is made, but not over.

China is now a rounding error for NVDA. Berkshire’s bet is decade-long supply, not rates. Narrow ATH rally is concerning—buy pullbacks cautiously.

Private AI valuations bubble risk, monetization still lags. Li Auto's profit > Xpeng's losses. Hedge crude oil for escalating Mideast strikes weekend.