SGreferral

$Alphabet - C(GOOG.US)I’m currently holding close to 50 shares of GOOG, and I’m still constructive on its long-term outlook.

One thing I have noticed is that GOOG has been holding up relatively well during the broader market selloff. That relative resilience is encouraging, especially given its strong Google Cloud growth and expanding AI ecosystem.

I’m holding with a longer-term view. GOOG has multiple growth engines, and its relative strength during this selloff is encouraging. That said, I will continue monitoring whether its fundamentals justify the valuation.

$NVIDIA(NVDA.US)The recent correction makes Nvidia more interesting heading into its 17 November earnings. However, I would be cautious about assuming the bottom is in. The key will be whether management can reaffirm strong forward guidance and sustained AI demand.

The fundamentals remain compelling, but the market needs reassurance that AI spending growth is sustainable. The upcoming earnings could be a major catalyst for the next move.

I’ve started building a position on the recent dip, hoping to catch a technical rebound ahead of earnings. That said, I’m mindful that this could be a volatile trade, especially if guidance disappoints or broader market sentiment remains weak.

$Sandisk(SNDK.US)Sold my position after the initial pump on Friday. Even though I’m hopeful that prices will rebound but I shift my holdings to NVDA instead.

$NVIDIA(NVDA.US)even though prices are coming down but with the earning call coming soon, I suppose this can make a comeback. Bought some dip just in case since it’s cheap now

$Micron Tech(MU.US)just took a position in MU even though it seems like a falling knife but if it could regain back the losses from yesterday sell off within a week or two, that would be amazing. Shall see what happen on Monday

$Sandisk(SNDK.US)hopefully we get a rebound on the massive selloff last night. A little bit hopeful but not exactly sure how this will play out as it has already pull back from 900 in pre market

I think sooner or later the market will rebound when we gets nearer to end of year. AI is the future so MU will definitely keeps going up