$TENCENT(00700.HK) sell 10000 shares, filled. Say goodbye slowly.
[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄
1️⃣ Current Holdings
I have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. Clears $NVIDIA(NVDA.US) Nvidia H200 Chip Sales to China, But Deliveries Stall - Reuters
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ U.S. approves Nvidia 𝐇𝟐𝟎𝟎 chip sales to ~𝟏𝟎 Chines.....................
The data is based on Longbridge Cli and yFinance, the LLM uses Claude, the Agent service supports Memory, and there is preliminary simple portfolio management; fully personalized, serving me alone; $T............
0514 | Dolphin Research Focus: 🐬 Macro/Industry
1) This morning, China's top leader held a face-to-face meeting with U.S. President Trump, covering trade, tech cooperation, global governance and bil......
The US has approved Nvidia H200 chip sales to 10 China firms including cloud giants Alibaba, ByteDance, Tencent, with Lenovo and Taiwan’s Foxconn winning rights as H200 distributors in China, Reuters .....................
The bond market is sending a different signal: April PPI hit 6% (a 3-year high), 30-year Treasury yields broke 5%, and Warsh was confirmed as Fed Chair.
With 30-year bond yields rising, can investing i...
The market looks so strong but when you look deeper, it’s all on the surface. Only a few names are carrying the market and it’s quite easy to actually prop them up. I am staying defensive.
The market does look unstoppable isn’t it? It keeps going up and up. Think again coz that’s what the headlines want you to believe. Smart money needs lots of exit liquidity because that’s how inflated...
Take profits on AI euphoria. Rotate to SG banks and REITs as real rates rise. Position SG-listed names for ESR and energy security tailwinds.