$ServiceNow(NOW.US)
Servicenow has been proving me right as sentiment has allowed saas to come back into the spotlight again which. It’s cybersecurity business has been growing with AI models start to escape sandboxes, and there is a growing demand for cybersecurity and NOW’s services. I believe it’s been going up in a really nice and healthy uptrend, which I believe will continue to the 160s range at least.
$ServiceNow(NOW.US)
I still believe in the fundamentals of service now, this is best time to start loading up when there is a correction, when there is fear in the markets and when sentiment is fearful. Further escalation of the war is not helping anyone so I consider more upside if trump believes in the ceasefire, continue to buy.
$SGX 5xLongSG280516(JLFW.SG)
This being a local bottom for STI, bouncing of 20DMA , asymmetrical potential returns on on the short term, a right now STI not suffering from too much volitility decay, and I just looking to catch a small move of such an explosive move in STI while still holding the normal ETF in my portfolio.
$AMD(AMD.US)
Just starting to build my AMD position and I believe AMD will benefit from the run into the following 2-3 years as it continues to not only build GPUs but CPUs as well, but mainly besides having really strong fundamental growth, it has stayed one of, if not the strongest semi name technically when the pullback happened. So I am looking to capitalize on gains on the next leg up, but capping my downside in case another pullback might happen.
With inflation showing signs of cooling and the jobs market weakening, I think the Fed has more room to become less restrictive. If rate expectations and real yields continue to move lower, that could create a more supportive environment for precious metals like gold and silver.
But I wouldn’t blindly chase the move. I like to use macro to decide what I want to trade, and technicals to decide when I want to trade it. I’ll be watching levels like previous support and breakout zones to find areas where the risk-to-reward makes more sense.
This is also where I think DLCs can be useful. If my macro view, technical setup and entry all align, I can use a Long or Short DLC to express that short-term view with leverage.
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$STI ETF(ES3.SG)I believe now would be a good time to accumulate STI for a few reasons, I believe that firstly with so many geological tensions, capital is going to flow into Singapore, as shown in terms of the wealth management AUM in the 3 banks recent earnings reports, I believe that this figure will not only grow but also decrease the reliance on interest rates which can make the banks a more resilient business as well. In a technical side of things, I think that breaking out of a 17 year consolidation makes me confident that we will head higher, I think most people forget about how there are dead periods in the US market as well so to diversify, I will be starting to accumulate STI now.
$ServiceNow(NOW.US)sentiment is changing for servicenow as it starts to offer AI integration in its legacy products, reversing the sentiment of SAASpocalyse which I believe will drive enterprise software stocks as they also continue to benefit from AI in a way the market is not expecting.
I think STI will continue its rally with bank displaying an increasing amount of income coming from wealth management as wealth come into SG from unstable geopolitical landscape. On a technical POV, price did breakout of a 17 year range so I expect price to head up higher, people forget there are ‘dead decades’ in the S&P as well
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
$Microsoft(MSFT.US)continues to be a very strong name which is still climbing even with such Al weakness, with so many avenues of revenue, it is diversified in its own right. CAPEX is a concern but definitely see Microsoft surviving even in worst case scenarios, which is why I will be happy to buy every dip, even if the dip keeps dipping in the future!
$ServiceNow(NOW.US)
Looking at a pivot into AI enterprise services that is already working. Price has been depressed from the saaspocalypse but I believe at these prices, it’s a dip that has stopped dipping and I’m happy to participate in the stock now!
