✈️🚆🇨🇳
Always fly higher ❤️


Live Life To The Fullest ~ WIN
Live Life To The Fullest ~ WIN
SpaceX
Go Beyond!My point is simple line : if one cannot buy super low, even it keep goes up and down, one may not win at all, now let’s say due to this weakness momentum, may be by end of Dec, prices came down as low as say 30%, one still dare not buy in thinking it will comes down next to more than 60% and dreaming it will spiral back again to more than 60%, this is no sense to me!!! Let’s put the rate hikes aside they are only affecting people’s mindset change!!
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...
My point is simple line : if one cannot buy super low, even it keep goes up and down, one may not win at all, now let’s say due to this weakness momentum, may be by end of Dec, prices came down as low as say 30%, one still dare not buy in thinking it will comes down next to more than 60% and dreaming it will spiral back again to more than 60%, this is no sense to me!!! Let’s put the rate hikes aside they are only affecting people’s mindset change!!
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...
📌🇺🇸 Will be watching how $Tesla(TSLA.US)and $Meta Platforms(META.US)perform, ✅ Keep some cash for good opportunity ✅ Average in slowly, not all at once ✅ Add only to high quality names with strong balance sheets type names if my conviction remains intact.
✅ Be patient for better entries if volatility increases into late October. In a rising rate environment, preservation of capital first !
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...
📌🇺🇸 Will be watching how $Tesla(TSLA.US)and $Meta Platforms(META.US)perform, ✅ Keep some cash for good opportunity ✅ Average in slowly, not all at once ✅ Add only to high quality names with strong balance sheets type names if my conviction remains intact.
✅ Be patient for better entries if volatility increases into late October. In a rising rate environment, preservation of capital first !
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...
📌 This move appears to be more sector rotation than company specific news, either capital flowing into consumer discretionary after a period of weakness. Falling bond yields are helping consumer discretionary stocks regain momentum. For AMZN lower rates support consumer spending and valuation multiples. For TSLA, easing financing costs could improve preference for growth stocks rather than company specific news.
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
📌 This move appears to be more sector rotation than company specific news, either capital flowing into consumer discretionary after a period of weakness. Falling bond yields are helping consumer discretionary stocks regain momentum. For AMZN lower rates support consumer spending and valuation multiples. For TSLA, easing financing costs could improve preference for growth stocks rather than company specific news.
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
$Meta Platforms(META.US)
POST for 19/10/26
1️⃣ After my last sale at below price, Meta has retreated to around below price , mainly due to broad market weakness and renewed concerns that upcoming rake hikes could pressure equity valuations, especially large cap tech stocks.
2️⃣ Fundamentally, Meta remains strong with roughly USD90Bn cash and short term investments vs about USD83Bn long term debt, leaving it financially solid and highly liquid.
2️⃣ Looking ahead, further rake hikes may create near term volatility, but Meta’s AI investments, ad strength and strong cash generation should support longer term growth. A pullback toward current levels may be more sentiment driven than business driven.
$Meta Platforms(META.US)
| Filled time | Qty | Price | Direction |
|---|---|---|---|
2026.09.24 10:09:33 | 1 | 765 | Sell |
$NVIDIA(NVDA.US)
POST 16/10/26
1️⃣ After my last sale below, I still have holdings.NVDA’s balanced sheet remains one of its biggest strengths. Total debt about USD11B to USD12B, meaning NVIDIA holds far more cash than debt.
2️⃣ Only after the last add on rate-hike, its prices being dragged down to as low as USD217.
For now the swings is still unstable and ongoing. If the prices dip even further, I have cater to add on to my holdings.
3️⃣ Near-term volatility is possible, but the long term outlook remains constructive as AI spending continues to expand globally.
$NVIDIA(NVDA.US)
| Filled time | Qty | Price | Direction |
|---|---|---|---|
2026.10.02 09:43:58 | 1 | 237 | Sell |
📌2️⃣ The AI boom is delivering massive infrastructure spending, but the economics remain under scrutiny. If AI revenues reach only USD3.6T vs USD8.5T needed, Investors may increasingly focus on profitability, debt sustainability, and real returns rather than growth alone.
Every economist expected MAS to tighten on Tuesday. It held — and the banks fell anyway, CoreWeave’s bonds slid to a 15% yield, TSMC printed a record quarter and still sold off, and one member explained why he closed a position that wasn’t broken.
📌2️⃣ The AI boom is delivering massive infrastructure spending, but the economics remain under scrutiny. If AI revenues reach only USD3.6T vs USD8.5T needed, Investors may increasingly focus on profitability, debt sustainability, and real returns rather than growth alone.
Every economist expected MAS to tighten on Tuesday. It held — and the banks fell anyway, CoreWeave’s bonds slid to a 15% yield, TSMC printed a record quarter and still sold off, and one member explained why he closed a position that wasn’t broken.
📌🇺🇸 Take the appropriate actions in responding to the changing market conditions may be the calling such as buy or sell, while holding through waiting for stronger price stabilization and fundamental confirmation may also be preferable! Big money does the distribution, small money catches the falling knife, next is time horizon, to extend say 6 months to 1 year more, to recovery!
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...
📌🇺🇸 Take the appropriate actions in responding to the changing market conditions may be the calling such as buy or sell, while holding through waiting for stronger price stabilization and fundamental confirmation may also be preferable! Big money does the distribution, small money catches the falling knife, next is time horizon, to extend say 6 months to 1 year more, to recovery!
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...
📌🇺🇸☄️🥔 Ouch it bites last session ! So tempting the prices this year !!!!
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
📌🇺🇸☄️🥔 Ouch it bites last session ! So tempting the prices this year !!!!
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
$AMD(AMD.US)
POST for 15/10/26
1️⃣ After I sold at below price, the stock initially surged with strong AI optimism around its data Center and AI roadmap, even touching new highs before volatility returned of late. However sentiment later softened as investors reassessed AI demand expectations following broader AI sector concerns.
2️⃣ I added back at below price soon after because the long term AI story remains intact. AMD continues to benefit from accerlating demand for AI CPUs, GPUs and data Center solutions while analysts remain constructive on its growth prospects.
3️⃣ Near term, AMD may remain volatile ahead of earnings and AI demand updates, but the long term trend still looks favourable if management executes on AI deployments, data Center growth and supply expansion.
$AMD(AMD.US)
| Filled time | Qty | Price | Direction |
|---|---|---|---|
2026.10.09 10:35:37 | 1 | 616 | Buy |
2026.10.01 13:30:41 | 1 | 618 | Sell |
📌 My call 1B 2B 3B - Inflation looks sticky but not reaccelerating; a ‘meet expectation’ CPI could keep rate cut hopes alive and support risk assets near term.
📌Part II Around 3.6% - in line
7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...
📌 My call 1B 2B 3B - Inflation looks sticky but not reaccelerating; a ‘meet expectation’ CPI could keep rate cut hopes alive and support risk assets near term.
📌Part II Around 3.6% - in line
7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...
📌🇺🇸 Apparently when I looked at last session’s screen, it is like a call for buyers market, especially those whom have missed the stocks such as INTC, SPCX, SKHY and so many more. But for me, I am holding on those stocks which may be dipping, for long term.
Next to add, is that when those stock prices which have already been all time high are more than not, to be likely to be adversely affected at this fragile period. Next, will be expecting a price re-correction along with buyers sentiment. IF there is no better time than now, then it may be the time!
Besides, CXMT’s DRAM progress already shown 2 days of adversely dragged down the 3 biggest key players. As such, the market is awaiting for Anthropic pre-IPO to gauge any good sign for a more balancing trend for now.
Period!
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...
