Longbridge HK, US stocks community

Breaking: Michael Burry says Nvidia is lying to you

We’re still early in the AI buildout.

Source: Gene Munster

$Lumentum(LITE.US)$Lumentum(LITE.US) trying to gain upwards momentum but failed to grab hold. it's inevitable that music stops once big boys cash out. follow for more insights. insiders know it best.

$Netflix(NFLX.US)

Context: Netflix subscribers are not expanding as expected this was admitted by Netflix co-CEO Ted Sarandos recently. In the 2nd quarter results, although revenue went up 13% YOY to US$12.5 billion but crack already appeared, viewing hours just increase a mere 2% and top 10 originals viewership fell 4%. YTD, this stock already fell 25%!

My trade: sell Netflix

Takeaway: The Internet is flooded with more content creators than ever and most of them are free. Take for example the influx of Chinese micro dramas which only last 1-2 minutes have even inspired the western counterpart to copy them, 1st time I ever heard that the west copy the east in film making! Those content creator might not be as profitable as Netflix but if they manage to attract audiences this itself already dent Netflix market share$NVIDIA(NVDA.US)$Intel(INTC.US).

The reduced board lot size for SGX stocks are now live, and I expect to see increased trading volume for the typical blue chip bank stocks. One thing I'm taking note of is also the upcoming Xtrackers etf that is going to list on SGX in SGD.

Our local banks have been rather stagnant, closing slightly higher by the end of the day. Turnover has been slightly higher since the start of the reduced board lot size, which is great as it is now more affordable for investors to DCA. However, I also do think that this would allow traders more opportunities to take partial profits here and then so the banks' share prices may not increase as quickly as seen previously.

Just in: Pelosi just bought into an office tower that collapsed 75% in value

hmmm, seems like the lowering of the board lot size diminished the interest in UOB, with it falling while DBS and OCBC climbed.

$SpaceX(SPCX.US)

🚀 +8.91% so far and this is just the beginning😁

I am holding steady. These gains are nice but they are not why I am here. Some say it is overvalued, some say it is undervalued. I refuse to listen to these noises.

I am holding to see SpaceX make history. ☺️

To watch their spacecraft touch down on Mars.

To witness humanity’s next giant leap beyond Earth.🤭

Short-term numbers come and go. But building a future among the stars?

That is something worth waiting for. 🔴✨

Patience over speed. Vision over volatility.

Mars, we are on our way. 🛰️✌️

$Tesla(TSLA.US)Tesla’s latest October 2026 news is looking relatively encouraging. Tesla reported stronger-than-expected Q3 deliveries, with 486,532 vehicles delivered, beating analysts’ expectations. The company also continues to expand its Robotaxi business, while AI, Full Self-Driving and Cybercab remain important areas of attention. Tesla is scheduled to release its full Q3 financial results on October 21, so the upcoming earnings report should provide more insight into its business performance and future direction.

$Invesco QQQ Trust(QQQ.US)$Invesco Nasdaq 100 ETF(QQQM.US)QQQ’s setup last week looked more like a post-rally retest than a real breakdown. The MUSE-driven optimism around AI applications seems to be spreading back into hardware, which is helping the broader tech complex regain momentum.

I’m starting to see this as a better environment for chasing strength rather than waiting for another deep pullback. If the rotation from AI applications into hardware continues, QQQ could have more room to run.

For now, the key is whether this retest turns into another leg higher or just another failed breakout.

@Captain's Treasure

$Rocket Lab(RKLB.US) 300 shares, done for the day. Time to sleep. Just buy with your eyes closed. Don't overthink it.

$SGX(S68.SG)wonder what happen to SGX share price? Why its share price didnt spike despite the implementation of smaller lot sizes for blue chips counters.

After the implementation of the stocks, the three banks will be good if it ever went to 52 weeks low to buy for the long term if the core business and guidance has not been changed too dramatically. DCA slowly will always beat in the long terms 5 to 10 years and above.