$Corning(GLW.US)is positioning as a primary supplier of optical infrastructure powering the AI boom. Massive long-term deals have been signed with telecommunications and big tech, with stable recurring cashflow. Currently MA50 is holding on, may change my direction in the short term if the MA50 and subsequent nearby MA200 does not hold
$EQT(EQT.US) Time to buy (and sell) again as price drops. Price of natural gas closely tracks the price of oil and it is considered a much cleaner source of energy for the energy transition and data centre buildup. As with all commodities, need to be careful about the timing of entry and exit. Good luck everyone!
$VeraDermics(MANE.US) Bought this due to technical breakout: bottom triangle (bottom wedge). Potential drug pipeline to address hair loss with huge addressable market if it materialises since hair is a huge factor in our appearances. Hair loss market itself is very huge already, with supplements, hair tonics, hair protection shampoo etc. Buy for the technicals and large potential.
$VanEck Uranium + Nuclear Energy ETF(NLR.US) Increasingly the world needs more energy, and renewables are unable to bridge the gap. Nuclear is required and I believe will form a significant part of the energy mix in the future. Hold and buy the dip!
$Global X Copper Miners(COPX.US) Demand for copper has skyrocketed due to both renewable energy needs and the data centre buildout. Supply cant catch up in the short term. Prices has rose significantly. Buy and hold until underlying factors supporting the demand changes
up to $216.88 after close to resistance level
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
$Microsoft(MSFT.US)was down and out due to negative sentiment on AI CAPEX spending, OpenAI investments. Knew they are undervalued based on their cashflow and earnings. With huge enterprise moat, microsoft will continue to have solid steady cash inflow for the foreseeable future. Bought and held through the negative sentiment and was rewarded with the latest earnings. Will continue to hold 💪
$Microsoft(MSFT.US)buy more msft, huge opportunity to get at value prices
more attractive buy/valuation than spacex, and with increased focus by investors and detailed execution by the company, im holding it
Bought before the earnings spike, waiting for it to retrace before adding more~
Countries and hyperscalers are increasingly looking at nuclear to achieve energy indepedence and feed the ever increasing energy-intensive needs of data centres
Copper FTW, AI, renewables and stagflation play
