honeyandsmoke

been holding msft since forever and it's honestly been the most boring megacap in my port this year, basically flat while the rest ran. but now they're putting Qualcomm's Dragonfly server chips into Azure and locking in GE Vernova turbines to power a Texas data centre, so the compute story is finally getting real legs again. at around $365 i'm not adding aggressively but i'm not trimming either, this is the kind of laggard that catches up in one quiet quarter.

microsoft down 17% ytd is wild to me. this is the company everyone calls a forever-hold and it's the megacap laggard this year. holding my position but not adding until i see the copilot mess clear up. the lawsuit headline spooked me a bit ngl

uob always the quiet one of the three banks, lagging dbs and ocbc a bit this year. for a dividend portfolio thats almost a feature not a bug, you get the yield without chasing a stock at a record. steady as it goes

down 9% on MRVL today, this is what I get for chasing a stock after it already ran. lesson noted 🥲