Newbee2025

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

Thank you. made $ from DLC already

all popular stocks. the percentage is for one day?

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

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

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

Don't know much about IBM, especially recent activities. But since the US government invested in it, I followed. The return is encouraging within a week's time. Should have bought more. Nowadays everyone says that we must follow Trump to invest. So far so good for me in terms of Intel, IBM... Will continue monitoring and take fast actions.

Yes, I am suffering the lost now, not to mention that the total sum is not very small. However, Nike is definitely one of the stocks I can hold until retirement (very very long later). Will progressively buy more when the price is lower than $42. Sooner or later it will go beyond its history high. We cannot buy the popular stocks at a full tank. Like a football team, it's necessary to keep some defenders.

the boom market is not over yet. just keep on buying low and selling high. the US interest won't increase. just any time we may expect a short term drop.

the boom market is not over yet. just keep on buying low and selling high. the US interest won't increase. just any time we may expect a short term drop.

$Marvell Tech(MRVL.US)Holding with fear. anytime wanna sell

Followed Trump to buy Intel. Just bought too little

Forever I'm not going to touch 2x ETF. This one is still ok, i lost 60% over 2x long coin ETF... 🥲🥲🥲

$Alphabet(GOOGL.US)

Bought this counter at $156 and sold at 240. Went in the game again at 278. This time wanna hold it for a long period

$Intel(INTC.US)after Trump goverment invested in Intel. This stock rides on the rocket. I started buying at $19, sold it out and buy again. Long term target at $Intel(INTC.US) 60.

How are you positioning $Taiwan Semiconductor(TSM.US) ahead of earnings?

A. Bullish – AI demand is just starting

Super long for TSM, as it's a 卖铲子的

How are you positioning $Taiwan Semiconductor(TSM.US) ahead of earnings?

A. Bullish – AI demand is just starting

Super long for TSM, as it's a 卖铲子的