NewUser_oPJWOU

NewUser_oPJWOU

$Sea(SE.US) Sea just reported earnings yesterday and total revenue came in about $7.1bn, +47% YoY, well above last quarter’s growth and the expectations of 36%. The outperformance was driven primarily by gaming, though e-commerce and fintech also delivered strong growth. On profitability, adjusted EBITDA came in at $1.03bn, which was also 15% above consensus. Shopee continues to be the main driving factor for Sea's performance, which their e-banking services Maribank continues to operate at a loss. Margins were slightly compressed but investors are fully focused on the growth potential that Sea can bring in the next few years. @Bridge Buzz SG

$iShares Silver Tr(SLV.US) Took partial profits last night when silver skyrocketed about 7% amidst profit taking and fresh waves of inflation concerns. As expected, US inflation rises to 3.8%, higher than expectations and silver is pulling back a little. Shared in my portfolio health check previously that I was going to do some swing trades on Silver and so far so good! Going to continue to hold some for the long term though. @Bridge Buzz SG

$Apple(AAPL.US) Apple's shares rose about 2% after news of an initial agreement with Intel to produce chips for its devices. The deal aims to diversify Apple's supply chain away from Taiwan Semiconductor Manufacturing Company amid a chip supply shortage impacting its iPhone and Mac production. This deal is bullish for both companies and Apple is now closer to $300. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle has finally shown some colours with the share price up to 190. However, I won't be too excited just yet as they have yet to push past the resistance of 200, and it is definitely still a far distance away from their ATHs. The potential for their data centres and cloud infrastructure is still evident, but at the same time, the company's debt and backlog are insanely huge as well. Investors are not entirely confident while traders continue to play with the volatility. Unless earnings start to show some spectacular growth, the stock may continue to be stuck within this range. @Bridge Buzz SG

【Week 3 - Compounding for mid to long term】

Bought into Apple when it was below 240 and has been holding on to the stock ever since. This is a company that has built an entire digital ecosystem with Apple products interlinked with one another, and the loyal customer base that they have been building will not go away anytime soon. On the other hand, Apple remains one of the only top companies that hasn't been over spending on AI Capex, which has been a thing of concern for months, as seen in the drops in share prices of other Mag 7 companies like Meta. Yet, Apple continues to partner with top tier technological companies like Google by integrating Gemini into Apple products. With the share price currently heading towards the resistance 300, I believe 2026 could be another double digit growth year for the company. @Bridge Buzz SG

$Apple(AAPL.US) Apple with strong earnings after the bell, with greater revenue across Apple products as well as China sales. Although Tim Cook did mention that memory shortages could lead to surge in prices, I don't think it would affect Apple's sales as much as they have been building brand loyalty and an ecosystem of Apple products over the years. Stock is currently up about 2%, not too crazy as it is no longer a high growth stock, but also stable and can be a good compounding stock. @Bridge Buzz SG

【Week 2 - Planning to do some swing trades and holding the rest】

I have been holding some precious metals shares, particularly silver. With how the macroeconomic situation is ongoing right now, I believe it is wiser to do some swing trades while holding some for the long term as well. Precious metals shares don't pay any dividends, so the only real value in holding them is for long term, hoping that they will appreciate enough for my profit target. Meanwhile, while markets are still volatile with the Oil situation, there is also opportunity in bringing down my average costs through earning soem from swing trades. There is obviously risk though as it requires understanding some technical setups and timing the market right. @Bridge Buzz SG

$Alphabet(GOOGL.US) Google cloud exceeding expectations and Alphabet in general setting mew records for quarterly earnings, what a time to be a Google Investor! Google being one of the only performing Mag 7 stocks YTD, even increasing dividend for the future as well. This signals strong confidence within the board directors and gives investors a peace of mind heading into future earnings. If Alphabet continues performing exceptionally at this level, we could see it hit 400 comfortably by the end of the year. @Bridge Buzz SG

$Sea(SE.US) This is really the waiting game. Ever since 2 quarters ago when they announced higher expenditure on logistics and delivery, the bullish momentum disappeared and never came back. Sure tiktok shop has won over some market share from Shopee but I still see Shopee being one of the clear ecommerce leaders in the Asia Pacific Market. No reason why the stock should be falling 50% from ATHs of 160. Lets be patient and see when it will recover. @Bridge Buzz SG

This week is most likely one of the most important weeks with Mag 7 companies reporting earnings as well as Powell last FOMC meeting. Trade cautiously!

This week is most likely one of the most important weeks with Mag 7 companies reporting earnings as well as Powell last FOMC meeting. Trade cautiously!

$Alphabet(GOOGL.US) Alphabet, Google's parent company, has reached an agreement with the U.S. Department of Defense to use its artificial intelligence models for classified work. Will Alphabet continue its rise especially with earnings around the corner? Alphabet has been fluctuating near analysts price targets and is seemingly fairly valued. Any significant upgrades or downgrades from analysts would most likely come after earnings. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle looks to be in its consolidating phase, albeit getting more funds for its data centre projects. Huge backlog has still not been materialised and that's the reason why the demand for the stock has had difficulty rising back but I would say it has finally stabilised for a period of time. The next crucial step is to bring actual profits to earnings to prove to investors that the stock's potential is still worth the wait. @Bridge Buzz SG

$Microsoft(MSFT.US) Burry just disclosed a new position in Microsoft and honestly I believe it's a smart move for a Mag 7 company that has been down over double digits since last year. The stock is slowly climbing back, with slight bullish sentiment coming into play but next week's earnings will be the catalyst in whether the stock continues to progress forward or once again falls back. @Bridge Buzz SG

$Apple(AAPL.US) Tim Cook stepping down as Apple CEO has garnered a mixed reaction from investors. On one hand, some are happy that he is stepping down after years of little innovation to Apple products - particularly iPhones. On the other hand, some argued that Apple products have been breaking sales records under the guidance of Tim Cook and him stepping down could lead to certain uncertainty. Hence, we see that the stock has barely reacted to the news, neither gaining nor falling too much in the stock price. With earnings season around the corner, let's see if that acts as a catalyst to boost the stock price. @Bridge Buzz SG

$Palantir Tech(PLTR.US) PLTR continues to hover around the 140 mark and refused to go past the resistance ever since it fell off from ATH. Analysts have been reiterating Buys and setting Price Targets as high as 200 while stating Pltr's contracts with the US government as well as strong guidance heading into earnings season. Despite that, the hype seem to have shifted to other stocks and trading volume has died down for Pltr. This has caused the stock to be stuck at the current levels. @Bridge Buzz SG

【Week 1 - Staying patient with Sea Limited】

Bought into SE since mid of last year after a healthy pullback from a bullish run. However, since then the stock has been unable to hold and increased logistics costs as well as stiff competition from Tiktok shop has caused traders to sell off the stock. Added the dips recently when it dropped to $90 and below and is currently still holding till it rise back up again. I believe that this is still one of the fastest growing companies in Southeast Asia and the increased in cost spending for R&D and improvements in logistics right now will eventually pay off in the future. @Bridge Buzz SG

$Meta Platforms(META.US) Meta has been holding up well after recovering from low 500s. The next big event is April 29 earnings and Capex on AI will be one of the statistics investors would be looking out for. Even when Meta smashed last quarter earnings report, traders were immediately taking profit and the stock actually fell even lower than what it was prior to earnings. This time round lets see whether it cam remain stable. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle's impressive backlog is still one of the defining factors in the turnaround for the company as they look to strengthen ties with other companies like Amazon as well. The upcoming earnings will be an important one to determine whether it tests the 200 resistance line or Ince again fall lower to 160. I still think long term the stock will recover, but the pain is in the waiting game for those who bought at its highs. @Bridge Buzz SG

$Netflix(NFLX.US) Netflix fell sharply after earnings where they just beat earnings but management did not raise guidance for forward quarters. Investors expect more optimistim following the WBD breakup deal but they also need to understand that Netflix continues to spend on expanding their showd catalogue as well as adventuring into the games and live sports category. The sell off was definitely overdone. @Bridge Buzz SG

$Apple(AAPL.US) Apple experienced a 3% increase after BNP Paribas upgraded the stock from Hold to Buy. The upgrade was influenced by a recent spike in memory prices, which may enhance Apple's competitive edge in the smartphone market. Meanwhile IPhone sales continue to excel and this is helping Apple's long term profitability, and we might see the stock rise to 300 by end of year. @Bridge Buzz SG

$Microsoft(MSFT.US) Software stocks have officially bottomed, and Microsoft leads the way in the upwards trend, though it is still 15% down YTD. I will be cautiously optimistic heading into earnings season though, with stocks like TSM and ASML also delivering good results but falling afterwards. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle is expanding its multicloud network with AWS to provide private, managed connectivity between OCI and AWS. This connectivity will link Oracle Interconnect with AWS Interconnect, facilitating application and data mobility across both clouds. With Amazon reaching the golden Cross, Oracle could ride on the Amazon's bull run to try to claim back some of its earlier losses. @Bridge Buzz SG

$Apple(AAPL.US) Apple is one of the better companies to do calendar spread options as it is one of the most mature and stable Mag 7 stock. It is a technology consumer staple stock as it has built up a huge loyal customer base and as a mature company, investors don't really see humongous upside as compared to other growth stocks. Therefore, the fluctuation in Apple's stock price is more often than not not too huge, and therefore many traders play calendar spread options to capture this premiums. @Bridge Buzz SG

$Meta Platforms(META.US) Meta has developed their newest AI - Muse Spark. Muse Spark aims to integrate with Meta's platforms like Facebook and Instagram, enhancing user engagement through AI. While investor confidence has surged, challenges remain, including a projected $135 billion investment in AI by 2026 and stiff competition from established players like Microsoft and Alphabet. Nevertheless, Meta's continued creativity and ability to adapt to the ever changing trends has ensured its survival and to be able to thrive in their businesses. @Bridge Buzz SG