Newbee2025

$Microsoft(MSFT.US)Hooray! though with strong confidence that Microsoft would be the fastest realizing AI gain among the four big tech companies, I did hesitate and didn't add in more lots while it was below 400. It's my biggest holding at about 15%. It is definitely on the way back to the peak price and beyond, as AI investment return accelerates. Will buy more if it pulls back somehow.

$Sembcorp Ind(U96.SG)Have been observing this stock for more than 1 year. For a 3-5 year investment horizon, I find Sembcorp attractive because:

It combines defensive utility earnings with renewable growth. It pays a respectable dividend.

The recent weakness appears driven more by near-term earnings expectations than a deterioration in the long-term business. will continue to buy low for the great long term prospect.

Why are SQ's results so bad, but the stock price is not dropping much? Air India doesn't sound like a good deal... That's why I sold SIA off this year.

$SoFi Tech(SOFI.US) I'm currently sitting on a loss, but the business itself did not disappoint. Today's sell-off appears to be driven more by valuation and expectations than by a deterioration in fundamentals. SoFi still delivered strong revenue growth, record member additions, and raised its revenue outlook.

I'm going to buy a small additional amount, since I still believe in the company over the next 5+ years.

semiconductor companies are finally on the downturn. If the capital outlay is going to increase tremendously, while the high return could be reflected in the upcoming financial report. Microsoft is bound to the big gainer.

$Carmax(KMX.US)This is not a popular stock, but the long standing 2nd hand car dealer in the US with strong financial assets. During the groom timing of tech companies with super high investment in AI outlay and down pouring semiconductor sector. the traditional industry's return is stable and not bad.

IBM has long been viewed as a low-volatility blue-chip stock, so a 25% single-day sell-off reflected broad investor skepticism about its near-term earnings outcome. Traditional software, mainframe and IT consulting arms face temporary headwinds as customers delay non-hardware purchases to secure constrained computing hardware first.

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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