升烟

$Reddit(RDDT.US)

Although it was a poor entry, I remain relatively confident.

I believe Reddit has a unique moat in the AI era. The internet is currently flooded with generative data, while Reddit's community mechanism preserves it as a repository for genuine human activity and information.

Selling data to model companies looks like a promising business model going forward.

Holding.

This stock is highly volatile, making entry and exit points difficult to time. Do you have any tips? I'd appreciate your advice 🙏

$Reddit(RDDT.US)

Reddit lived up to expectations, rising against the trend yesterday, although the entry price wasn't ideal.

The rationale for buying: Reddit's authentic community rules make it a sanctuary for genuine emotional exchange in the AI era and a valuable resource for AI training.

I bought at 155 and am holding firm.

Reflection: This asset is highly volatile, comparable to small-cap AI concept stocks; swing trading might be more effective.

$Keppel DC Reit(AJBU.SG)

Keppel Data Centre announced a rights issue today, with the size accounting for over 10% of total share capital. The stock price has dropped significantly amid panic.

I'm not particularly worried and haven't reduced my position; instead, I'm considering adding to it, though still weighing in on the price.

The main reason is that I believe this is an equity-dilutive offering, likely for acquiring the Tokyo data center. My only concern is whether this week's CPI data will add to the pressure on rate hike expectations.

$Reddit(RDDT.US)

Context: Seeing AI giants devour Reddit’s data as premium ” digital dog food“, combined with its shiny S&P 500 badge, I refused to believe joining the big league meant instant doom.

My trade: Opened a position in Reddit around $155. I got instantly trapped and felt the icy winds at the peak, but I‘m holding long-term. For a high-volatility software stock sitting on an AI data goldmine, this dip is just a temporary detour.

Takeaway: Next time, hold my horses and wait for an entry near the cozy $140 consolidation pad.

$Keppel DC Reit(AJBU.SG)

Context

Keppel DC REIT took a massive hit today, continually testing new intraday lows.

Action

I already averaged down yesterday at $2.20, but with it dipping further to $2.19 today, I lost my nerve. I‘m officially putting my buying on hold.

Why

The broader Singapore market is pulling back from its highs, and almost all the heavyweight stocks are flashing daily MACD bearish divergences. Right now, it feels like catching a falling knife—waiting it out is the only sensible move.

$Singtel(Z74.SG)

Context：

Held Singtel for a few months now. I missed trimming during the last run-up, but the price has surged back up to test the $4.50 resistance again.

Action：

Decided to play it safe and locked in profits on half my position today.

Why：

The broader index is sitting near elevated highs, but Singtel’s trading volume remains pretty thin. This sideways consolidation near the upper resistance band feels more like momentum fatigue than a clean, convincing breakout.

$NVIDIA(NVDA.US)

Context：

With Nvidia’s Q2 earnings taking center stage, investors are prepping their portfolios, and I‘m no exception. Sensing a deep pullback across upstream AI hardware, I knew I needed to derisk.

Action：

Early last week, I completely exited my upstream AI holdings—including optical comms, HBM memory, and TSM—finally dumping my last NVDA position on Friday at $215.

Why：

Partly to lock in profits before institutions do, but mostly because market sentiment feels wildly fragmented. My focus is pure capital preservation right now: I’d much rather miss a potential rally than lose my principal!