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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

Trump tried to outdo Iran and say that they had no card but the truth is Iran is very much like the rest of third world that despite hardship don't mind to suffer further just for their dignity especi...

Jensen Huang loses his cool when asked whether selling his hardware to the Chinese will make them a formidable competitor later. He argue that Nvidia should compete with the Chinese to produce the best products but still basing on American hardware. He worried that if being restricted, Chinese will instead build their own hardware that can out do American one. For now he could be right but in the future, it will be hard to predict who will win. Nvidia is near to the historic high, hold for now and sell when the Chinese really comes with something big.

A sudden turn of event make American Airline share price higher, United Airline propose to merge with American Airline but the proposal was short live and was shot down by American Airline. The propose merger has already raised a lot of scrutiny since it will reduce competition. Trump might be pro business but this merger might create a monopoly and this will affect his popularity and he will reject it. Expect more selling pressure on American Airline.$American Airlines(AAL.US)

$Netflix(NFLX.US) which has just been starting to recover from the fail merger of warner bro discovery has been hammered again by the news of departure of the co founder and back forward guidance, I think support will only appear if price fall below 90.

Trump is being labeled as TACO but do not under estimate Trump, he can act on his impulses and press the war button again. I think Trump will want a quick resolution and Iran battered with attacks from US and Israel will also want peace. If ceasefire survive some of the teething problem initially, then stocks can climb and oil price can goes back to where it belongs at least out from the influence of middle east war.

Trump words are more and more showing serious accountability issue. Sometime ago he said everything is under control, Iran would patrol strait of Hormuz with US and Iran even gifted US 10 tankers of oil. Then on Monday he just threatened to blow up Iran major infrastructure with profanity. Tomorrow is the deadline for Iran to agree with US for ceasefire, if Trump really carry out the attack, oil price will rise dramatically and airline stock will go down