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Apple suddenly announce a price a steep price hike due to the increase of memory price. The hike is steep, the increase on their popular product, iPad Air: +25.0%; MacBook Air: +18.2%; This is unreasonable since memory is an existing component but the hike is so much that it is as though Apple is upgrading a main component in those products. No wonder the price of Apple stock fell by 6.1%, Apple share will be on the defensive side in near term as people try to find alternatives.$Apple(AAPL.US)

China, has been banned from US advance technology and later US Commerce Secretary, Howard Lutnick tried to ask China to buy some of Nvidia 4th grade Gpu, like H20 so that China would be addicted to the American technology stack. China after feeling insulted even blocks the sales of more advanced H200 Nvidia Gpu. For technological independence, Huawei has already produced Ascend to compete against Nvidia Gpu. Prior to the export banned, Nvidia has a monopoly of China Gpu market at 95%, but now it drops to 0. Nvidia lost a Usd15 billion China market and in return it is confronted with a formidable new competitor.

SpaceX is the largest IPO in history. But it is not the largest in terms of order book SpaceX has accumulated usd100 bil but compared to some of the recent Chinese IPO, it is still small. China chipmaker MetaX Integrated Circuits Shanghai Co's IPO in 2025 drew in usd444 bil! Mixue, the popular tea and ice cream serving chain debuted in Hong Kong with usd230 bil. Chinese investors can't be underestimated for their ability to move the market.

Everyone has been captivated by SpaceX last week the largest IPO in history. SpaceX has the unique position to claim as the dominant company that explores the vast potential of space by using reusable rockets and making a quick turnaround for consequence launch and even planning of building data centers in space. Starlink is another business that SpaceX dominates. But they are not without competition, Amazon's Project Kuiper hopes to offer the same service as Starlink and Amazon's founder Jeff Bezos has started Blue Origin that is used by Nasa for the moon mission. And for building a data center in space, it looks promising but will remain far fetched for now.

Trump claims that agreement has been reached with Iran, is this time for real? It has been 38 times that Trump claimed agreement with Iran is imminent. Hard to believe that Iranians who have lost their fatherly figure, Ayatollah Ali Khamenei and have been attacked by the US and Israel unprovoked will still capitulate to the US. This news is surely a welcome for the stock market, although analysts say it will take months or years for things to return to normal. No war is better than a war, stock will rise and I can't complain.

Do you have a trading strategist idol? Cathie Wood is not stranger to the investment community. Her Ark-invest ETF has staged a convincing comeback in the last 24 months although still not as good as 2021, her best ever. She is also a discipline trader who will sell a stock even when it is rising if she thinks it is already over value. She sold AMD in months of Apr, May and June amounting to >Usd250 mill and then poured that money into Space X for a staggering Usd440 mil and also Usd64 mil into Nvidia. Hope her move is right!

Broadcom is yet another victim of its success. Despite beating the analyst number, the share still dropped drastically due to stagnant projection. Do you think that the share pulling back is a healthy correction or it is a sign of a bubble. It dragged down Nvidia and other AI related stocks. Another theory is the fund manager trying to pull out from AI and get into next week's blockbuster IPO of SpaceX. Whatever is the narrative, I am keeping my discipline of investing only 30% of my asset in stock.

Netflix stock has been falling, it was not due to any adversity but rather market expectation. Although it's latest quarter result for eps at $1.23 beating analyst expectation by 55%, the market sees the Netflix's next quarter prediction as underwhelming. In the field of high growth stock, scoring good result no longer enough, it is like Asian parents who expect their kid to not just excel in academic but also extra curricular. They are expecting almost perfection. Perhaps this is the way to keep the stock from forming bubble that can burst whenever there is a turn in event.

Netflix stock has been falling, it was not due to any adversity but rather market expectation. Although it's latest quarter result for eps at $1.23 beating analyst expectation by 55%, the market sees the Netflix's next quarter prediction as underwhelming. In the field of high growth stock, scoring good result no longer enough, it is like Asian parents who expect their kid to not just excel in academic but also extra curricular. They are expecting almost perfection. Perhaps this is the way to keep the stock from forming bubble that can burst whenever there is a turn in event.

Nvidia is the latest company to enter the fray of end user computer market. Qualcomm has enter the market again on 2024, their 1st was on 2012, so far their success were limited to more expensive and AI model. Nvidia is yet another attempt to break the duopoly of Intel and AMD. Nvidia is good at producing GPU, now it is time to see how it fares in producing CPU, dubbed the Superchip. Computer is no longer a luxury and is it just another must have item, the market is big but the competition is fierce too and profit margin does not look good. It's hard to predict the outcome of Nvidia's latest effort but for now the winner is the consumer who has another formidable choice!$NVIDIA(NVDA.US)

Sk Hynic and Samsung of Korea and Tsmc of Taiwan hold a special position where they are hard to be duplicated. Tsmc itself held near to 70% global pure play foundry market. Samsung and Sk Hynix together hold almost the same amount of hbm global market. They are huge but not immune from competition. Introducing Google's TurboQuant that reduces HBM requirement for AI and Huawei's Tau Law Chip that challenges TSMC dominant in semiconductor. Please pick up some popcorn, sit back and watch the fight!

Ever head of a company which is a monopoly and produces equipment so advanced that nobody wants? Asml produces equipment in EUV lithography. But their share price is not as great as other AI related stocks since they are bogged down by US restrictions to sell to China, which is a huge market. And their latest equipment is so advanced and expensive that even Tsmc refused to use it claiming the existing equipment is already good enough for them. but watch out this stock, it has potential.$ASML(ASML.US)

Korean and Taiwan share indices hit at all-time highs at >100% and 55% increase in this year respectively. In Korea, there are even engineers who resigned when they already earned more than enough in ...

Nvidia stock repeats back the same pattern the same patterns as last few quarters, down after reporting results that beat analyst but not the street who dump the stock. Nvidia will rise as the AI is s...

another peace proposal in Iran and the US war, this should be the 4th attempt. The US is still not satisfied with its contents, it does seem that the proposals will still need a lot of refinements. Meanwhile, oil prices have dropped and the stock market has hit all time high, incredible considering they are still at war.

Crude Oil WTI (OIL) Usd96.6

Djia 50,579.70

S&P 500 7,473.47

Nasdaq Composite 26,343.97

Jensen Huang was still needed by Trump for his China trip, although at 1st he was thought not to be invited. I think US has made bad publicity by saying they wanted to let China get addicted to US technology but not on the latest but the 3rd or 4th grade technology. This made China slighted and instigated them to be more independence of US tech. If ever China was to approve the sale of Nvidia H200 which already a better offer from H100 which US offered and China refused, US really need to improve on their PR then only then Nvidia sales in China can lift off and so does the stock. It's a 50 billions market and and Nvidia sales stand at 0 mean time Huawei is catching up with its homemade GPU!

Nvidia earning for quarter ending April 26, 2026 is due to be announced on this Wed US ET, if you observed the past history of Nvidia earning announcements, even though the earning beat analysts expectation but it still did not satisfy the public expectation. The 3 out of 4 of last quarter of Nvida earnings were greeted with a dip in the stock price, but only to rebound later on.

Share price of Nvidia after earning reports:

Q4 FY2026 (Reported Feb 25 2026): rise slightly

Q3 FY2026 (Reported Nov 2025): dropped

Q2 FY2026 (Reported Aug 2025): dropped

Q1 FY2026 (Reported May 2025): dropped

If this pattern repeats this time, play your own strategy of buying the dip, although this is not a buy/sell call, do this on your own risk.

Another day, another threat from Trump to Iran that he is starting war again. Oil price spike and stocks price tumble

Jensen Huang was still needed by Trump for his China trip, although at 1st he was thought not to be invited. I think the US has made bad publicity by saying they wanted to let China get addicted to US technology but not on the latest but the 3rd or 4th grade technology. This made China slighted and instigated them to be more independent of US tech. If ever China was to approve the sale of Nvidia H200 which is already a better offer from H100 which US offered and China refused, US really needs to improve on their PR then only then Nvidia sales in China can lift off and so does the stock.

Market seems to believe in Trump, see the price movement of oil and you can deduce that market is confident with Trump in concluding the Iran war briefly. The blocking of Strait of Hormuz has reduced ...

Looking at Trump and Iran who would won't want to compromise with each other, the hope of peace is very slim. I've sold off my AAL call option with a massive lost of 54%, better take away some leftove...

Nvidia has good run but recently it seems that other AI related stocks is showing up, check out micron $Micron Tech(MU.US) and Intel $Intel(INTC.US) which out run Nvidia as supplies for memory and CPU diminish due to high demand. Intel is even proving it's worth it by Apple signing up as a CPU customer.

Spirit, $SPIRIT AIRLINES INC(SAVEQ.US)has been in the doldrum and even announcing bankruptcy in 2024 and 2025 but managed to get chance to restructure it's debt in early 2026 to avoid bankruptcy. The Iran war nail it's fate and this time, Spirit is winding down for sure. Meantime, $American Airlines(AAL.US)AAL should be able to profit from Spirit's misfortune by snatching it's customer. Upside for AAL.

As much as you want to cut all the noise and stay focus, you cant avoid Trump rhetoric influencing the market, you need to read into the mind of Trump so to profit from the volatility cause by him. Yo...

Netflix stock has been in the doldrum after it's co founder signal his exit from company, it need some catalyst , enter InterPositive, an AI tools for film makers, which Netflix bought recently from Ben Affleck, an actor and even director who does not need any introduction. This purchase might revolutionize film making for Netflix at that same time reduced cost. Give this stock some time to show it's potential