Somehow, I preferred stovks that are favoured and or officially approved by the Chinese government as China
stands the best chsnce to win the AI race verdus US.
No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...
+1Personally, I am doubtful how hawkish the new Fed Chairmancan be, after all he is somehow appointed by Donald Trump who favoured lower interest rates
PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...
The Warsh rate action is deemed more political than data dependency, my own opinion.
SpaceX valuation is crazy. I definitely won't buy on its dips. Knowing more about its IPO details won't help buying on dips.
AEM is the star performer for the AI chip demand. As always the case, it is no longer cheap to buy.
Warsh's first Fed meeting flipped expectations hawkish — S&P -1.2%, Nasdaq -1.3%. SpaceX had its first down day post-IPO, Apple's warning on iPhone price hikes, and SG exports hit a 20-year high. Let'...
Be careful when investing in Reits as someone said if you evaluate all Reits from IPO pricing until to date , many people are losing on their principal capital. It seemed many people don't understand how Reits investment works, not over short term horizon, but longer time frame with IPO as base.
Comfort Delgro
If you wish to buy this stock, watch closely the behaviours of Big Boys as small buyers can't move this stock with their purchases and noisy opinions. Also, be patient as this stock has never been a good payback master for the past decade.
