Newbee2025

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The market appears to be shifting some capital from richly valued U.S. AI hardware stocks into relatively cheaper Chinese AI software and internet companies.

This doesn't necessarily signal the end of the AI hardware cycle. Instead, it may represent a short-term rotation as investors look for better valuations. Over the longer term, AI software and AI hardware are complementary—growing demand for AI applications still requires substantial investment in chips and computing infrastructure.

Bullish: Massive passive buying into SpaceX could temporarily support mega-cap technology sentiment.

Bullish: SK Hynix's listing highlights continued strong global appetite for AI infrastructure.

Bearish: Any meaningful Nvidia product delay could pressure AI hardware stocks in the short term.

easy way, buy a little bit at every 5% drop. The safer way is to buy until seeing the Bullish Reversal Candlestick Patterns

The stocks have been rising for so long. This is just a normal pullback. Be cool, wait patiently and buy low. The Vix is not at the peak yet

Capital expenditure is enormous. Alphabet plans to spend roughly US$180–190 billion on AI infrastructure in 2026, and spending could rise further in 2027. This may pressure profit margins if AI revenue growth slows.

Forward P/E around the mid-20s is not cheap, but it is also not extreme for a company growing revenue above 20% and cloud revenue above 60%.

For a long-term investor (3–5 years), Alphabet looks like one of the stronger large-cap AI investments.

The biggest concern is not demand; it is whether the massive AI spending generates enough future profits to justify the investment.

it's my biggest holding so far.

Thanks to the campaign by Longbridge, I got to know DLC. I started from DBS 5x long, SIA5x long and landed at SYHW and 9B2W, 7x long/short HSTECH index. The index almost follows the Nasdaq movement, basically predictable. As long as not greedy, within half an hour, you can make a small sum. just now I bought at 0.163 and sold at 0.169. Great recommendation, Kudos to Longbridge $HSTECH 7xLongSG271216(SYHW.SG)$HSTECH 7xShortSG270309(9B2W.SG)

This is a very promising stock that I have been watching it for 2 years. This is the current holdings at loss. Sofi is a medium size personal loan company that is making profits steadily. Now the price is affected by the interest hiking expectations. However, they keep on launching new services and their CEO keeps buying from 18, 17 and 16... I'm going to buy more at 15.5 and 15. In the longer term, it's definitely a great buy. btw, it fluctuates a lot. If you cannot take the risk, don't buy too much

yes, I know the winning rate is low. However, Sg stock like this really can bring a steady win. I dare to put a relative bigger sum in it. just enter when the price is around $5 and wait till near $6, sell a percentage and keep on lowering the cost.$Sembcorp Ind(U96.SG)

Thank you. made $ from DLC already

all popular stocks. the percentage is for one day?

If you have been living in the US long enough, you must know Carmax, a trustworthy secondhand car dealer. As the economy is going nowhere there, second hand cars should be getting more and more popular. The company has strong cashflow backup and healthy operation flow. It's still at a low price and suitable for a long holding. I'm going to keep it for long.

good to try it out

Based on the current PE and the previous internet bubble history, the AI wave is far away from peak. Will watch patiently and grab the opportunity quickly