The Dow surging to record high is a healthy pullback for the tech. In the end the long term trend is still in AI, hence this is an opportunity to buy the pullback!
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Dow surges to ATH while semiconductors drop 2%, Marvell retreats after a 54% week. Singapore Manufacturing PMI hits 10-month high. NFP tonight at 20:30 SGT.
The Dow surging to record high is a healthy pullback for the tech. In the end the long term trend is still in AI, hence this is an opportunity to buy the pullback!
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Dow surges to ATH while semiconductors drop 2%, Marvell retreats after a 54% week. Singapore Manufacturing PMI hits 10-month high. NFP tonight at 20:30 SGT.
Anthropic is going to be another blockbuster IPO after SpaceX. I would really be lookin at its revenue greatly. The valuation is definitely fair for today's market.
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
Anthropic is going to be another blockbuster IPO after SpaceX. I would really be lookin at its revenue greatly. The valuation is definitely fair for today's market.
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
Gogo power rangers
Snowflake is back, the AI trade is back. However the underlying driver is still memory chips regardless of it being data centres or cloud. That's the exposure that cannot be avoided!
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Snowflake is back, the AI trade is back. However the underlying driver is still memory chips regardless of it being data centres or cloud. That's the exposure that cannot be avoided!
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NVDA had another explosive earnings call and you can expect the forward trajectory to remain. I am bullish for the company!
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NVDA had another explosive earnings call and you can expect the forward trajectory to remain. I am bullish for the company!
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NVDA reports Q1 FY27 Wednesday after US close — vote your call in the comments to win up to 888 Task Coins + SGD 3 stock coupon for the sharpest deep dives.
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NVDA reports Q1 FY27 Wednesday after US close — vote your call in the comments to win up to 888 Task Coins + SGD 3 stock coupon for the sharpest deep dives.
Memory chips are having a bad start to the week, but fear not as profit taking is expected, and such drawdown is normal. Stay focused on the thesis and ignore the daily movement!
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Memory chips are having a bad start to the week, but fear not as profit taking is expected, and such drawdown is normal. Stay focused on the thesis and ignore the daily movement!
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Singapore electronics manufacturing and export has always been robust and steady. There is without a doubt in my mind that longing SG semi names are a must, look at how much they sky rocket!
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Singapore electronics manufacturing and export has always been robust and steady. There is without a doubt in my mind that longing SG semi names are a must, look at how much they sky rocket!
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I think the momentum in the current market is still very strong, there has not been significant decline in weeks. It is dangerous to bet against momentum, hence no short position for me!
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I think the momentum in the current market is still very strong, there has not been significant decline in weeks. It is dangerous to bet against momentum, hence no short position for me!
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
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!
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
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!
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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!
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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!
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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
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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
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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!
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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!
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