Share your thoughtsWhat's on your mind?
I believe SREITS are currently underperforming in the market right now, so best time to buy at a discount. Would love some buying tips and advice.
Welcome back! This week's feed split between STI index at highs, people finally started buying S-REITs, and Broadcom‘s earnings reaction that reset the bar. 📊🇸🇬 STI vs the 10-Year — Two Screens, Two S...
Let me get this straight chat… you have:
$NVIDIA(NVDA.US) 70% supply constrained revenue growth projections (would be 100%+)$Broadcom(AVGO.US) AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B -> $230BOpenAI Astra blowing away AGI benchmarks and starting to train itself.$Microsoft(MSFT.US) / $Alphabet(GOOGL.US) / $Amazon(AMZN.US) stating compute demand imbalances into next year, with Nvidia projecting $1.3T spend for 2027.You’re seeing this flow through supply chains from Samsung 70% capacity LTAs into 2031 to Powertech advanced packaging capacity 100% booked into 2030.Even your legacy players like Winbond are starting 2029-2030 allocations.Markets always have temporary drawdowns and macro scares… but…How can anyone not think AI stock go brrr?
The week is concluding with a strong Aug job report and that's pulling back those rate hike expectations. The relief from yesterday may be short lived.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
AVGO delivered strong earningswith AI semiconductor revenue and forward guidance showing impressive growth. However, the high expectations and valuation leave little room for disappointment if AI spending eventually slows.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
Fed bets, Tesla's front-run, AVGO's expectations gap — three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins.
Welcome back! This week's feed split between STI index at highs, people finally started buying S-REITs, and Broadcom‘s earnings reaction that reset the bar. 📊🇸🇬 STI vs the 10-Year — Two Screens, Two S...
I’m going to continue dollar cost averaging into Broadcom, Nvidia and Tesla. All have released good news so far and should bring rewards for disciplined investors.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
The market might be getting ahead of themselves and they might be starting to realise this administration will want to keep the business cycle going into elections.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
I believe the Fed chair had to be hawkish last week for credibility and to be fair he was doing the correct thing. The market as usual likes to over react and overthink.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
Non farm payroll is impt, coupled with fed governor comments
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
