MingHwa
With Warsh confirmation as the fed chair, the thesis that AI going to outpowrt inflation rate is here. The AI rally will continue for the year and wealth will be generated!
With Warsh confirmation as the fed chair, the thesis that AI going to outpowrt inflation rate is here. The AI rally will continue for the year and wealth will be generated!
With Warsh confirmation, the market does not need to worry about hot CPI as interest rate cut is on the table due to Warsh believe that AI > Inflation. Buy the dip let's go!
With Warsh confirmation, the market does not need to worry about hot CPI as interest rate cut is on the table due to Warsh believe that AI > Inflation. Buy the dip let's go!
I do not see any hope from Trump visit to China, as it stands the Iran war will not be resolved even with China help, and the straits will continue to be shut. Inflation will start showing up in H2
I do not see any hope from Trump visit to China, as it stands the Iran war will not be resolved even with China help, and the straits will continue to be shut. Inflation will start showing up in H2
I am bullish on Nvdia, it has been stagnant for some time now. These news are definitely tailwinds that will drive to all time high!
I am bullish on Nvdia, it has been stagnant for some time now. These news are definitely tailwinds that will drive to all time high!
Trump tariff with EU is like background noise, my take is to ignore it. The general trend is the AI is still strong. The Iran War is also forgotten already. Keep exposure to the AI related stocks.
Trump tariff with EU is like background noise, my take is to ignore it. The general trend is the AI is still strong. The Iran War is also forgotten already. Keep exposure to the AI related stocks.
To the moon!
MAG7 is back, AI is back, the bulls are back! Do not right the market right now. The Iran War is forgotten. AI is more powerful than Oil!
MAG7 is back, AI is back, the bulls are back! Do not right the market right now. The Iran War is forgotten. AI is more powerful than Oil!
OPEC will lose its relevance and everyone will simply pump oil till their hearts content. I foresee a destruction in oil and price will crash. Don't be fooled by the Iran war keep oil prices elevated!
OPEC will lose its relevance and everyone will simply pump oil till their hearts content. I foresee a destruction in oil and price will crash. Don't be fooled by the Iran war keep oil prices elevated!
With the strait of Harmuz still close, it is evident that oil will remain elevated. I say keep up the oil position to hedge any downside risk. Anything can go south from such lofty valuation.
With the strait of Harmuz still close, it is evident that oil will remain elevated. I say keep up the oil position to hedge any downside risk. Anything can go south from such lofty valuation.
The helium shortage is causing a rally in memory and semicon space. This is one of the winner if the straits or hormuz remains closed. Get ready for more rally coming right up. Tailwind 100%
The helium shortage is causing a rally in memory and semicon space. This is one of the winner if the straits or hormuz remains closed. Get ready for more rally coming right up. Tailwind 100%
The Iran talk must resume sooner or later. Iran have no revenue due to the blockade, while Trump cannot have high oil prices. It's a chicken and egg situation!
The Iran talk must resume sooner or later. Iran have no revenue due to the blockade, while Trump cannot have high oil prices. It's a chicken and egg situation!
Even if the war continue and oils stay elevated. I foresee more upside potential as the markets has clearly gotten over it. Unless a rate hike is on the table, here comes the bull!
Even if the war continue and oils stay elevated. I foresee more upside potential as the markets has clearly gotten over it. Unless a rate hike is on the table, here comes the bull!
The war has long been forgotten. The markets only care about the green bull market!
CICT has been making good acquisition as part of their strategic strategy to enhance dividend. I think a long is a good call!