IreneLee

The AI RALLY since the ceasefire is too insane. Better take some profit and sit at the side. There is no way this can go any higher honestly!

I believe Trump will achieve a big deal in his visit to China. He needs something to overcome the fallout of the Iran war. Get ready for another bull run!

The memory stocks are clearly being priced for perfection. The momentum is simply off the roof right now, look at SNDK going up so much in a year. Sooner or later the bubble is going to pop!

Bull. Market. Is. Back.

I think big tech earning is strong. Especially meta whereby revenue is strong and stable. Among the 7, it is the most undervalued company!

I don't think the CFO at OPENAI know what they are talking about. The market is primed for IPO and the AI narrative is still there. Everyone is simply too focused on 1 individual company. Remember AI is a broad revolution, not just 1 company.

Data centres in US are facing headwind as there are alot of resistance to build more of them. The best bet is to look outside of US for data centre exposure. One such example is keppel DC REIT!

Berkshire premium is slowly fading as it faces the key man risk. What is Berkshire without it's founding fathers? I am very bearish on the stock.

I think the market is too optimistic about the Iran war. The fact is 20% of the oil is missing form the system for 2 months. How is this not making an impact to the investment world? INFLATION!!!

Trump extending the ceasefire clearly shows he is choosing the diplomatic option. Market will continue to rally as the negotiations continue!

Will the SPY be green or red by end year?

Oil prices is bound to spike, but another play is the fertiliser shortage. CF is a good hedge as an alternative to pure oil plays. Otherwise just long any volatility will do!

Tesla producing chips is just another participant in an already crowded field. Not really expecting much, Musk have always overpromise and underdeliver. Meh...