koolgal

The End Of Jensen Huang's Era At NVIDIA

After 33 years of building $NVIDIA(NVDA.US)from a scrappy startup into the undisputed titan of the AI revolution, Jensen Huang has officially stepped down.

For the tech world, it is a genuinely emotional gut punch. Jensen Huang wasn't just a CEO. He was the rock star evangelist of the AI era, signing autographs like a pop idol and serving as the charismatic glue holding an entire trillion dollar ecosystem today. Watching that legacy unravelled over a string of extramarital affairs, is a sobering reminder that even the sharpest minds in tech can make profoundly human catastrophic mistakes.

Why There Is Light At The End of the Tunnel:

Unmatched Technology Moat:

Competitors cannot easily replicate its CUDA software ecosystem or its multi year hardware roadmap with Blackwell and Rubin systems.

Compelling Valuation:

Following the selloff, NVIDIA trades at a forward P/E ratio of 11x. The kind of P/E ratio is normally reserved for slow growth, legacy hardware makers. This is NVIDIA's cheapest valuation in years.

Earnings Catalyst:

November 17 earnings will be presented by Interim CEO Colette Kress with strong data centre revenue projected at USD 101.8 billion. A steady guidance by Colette Kress could quickly calm market nerves.

My Take:

Markets run on fear in the short term and right now Fear is loud. It takes real conviction to sit tight when headlines are screaming, and billions of dollars are swinging in daily sentiment.

I am not selling my Nvidia shares as I have invested in the engines driving the greatest technological shift of our lifetime, not in a leather jacket.

Storms pass, CEOs change, yet the world's hunger for compute only grows stronger.

When the dust settles and the market remembers what NVIDIA actually builds, this could possibly be the smartest trade on record.

As legendary Peter Lynch famously put it:

"Know What you own, and know Why you own it".

🌟🌟🌟A Big Thank You @FaithAnchorfor sharing your investing journey. I like your user name Faith Anchor - to have Faith in what you believe in and staying anchored when there is volatility. This gives you the psychological edge when challenges arise in the market.

What is your take on $NVIDIA(NVDA.US)? Do you think it is a good time to buy Nvidia as its P/E ratio is ridiculously low at 12x or should we stay on the sidelines?

Thanks for your help.

Will NVIDIA Recover From Jensen Huang's Faux Pas?

🌟🌟🌟The tech world just got hit with a plot twist that sounds less like Silicon Valley and more like a Hollywood espionage thriller. $NVIDIA(NVDA.US)CEO Jensen Huang has admitted to an extramarital affair. To make things exponentially wilder, US Intelligence officials suspect the woman was a spy for China.

Will NVIDIA Recover?

I believe it will. NVIDIA is a USD 4.5 trillion titan built on the backbone of the global AI revolution. While its stock is bound to experience a bumpy ride from the drama, the global demand for AI chips isn't going anywhere.

If a new CEO is eventually crowned, it will sadly mark the end of an era. But NVIDIA's silicon empire is too deeply rooted to just wither away.

Why?

The NVIDIA Moat is built on silicon, not just one man. It has unmatched infrastructure demand with tech giants and enterprises entirely dependent on Nvidia's Blackwell and Rubin architectures to power their data centers.

NVIDIA's true moat isn't just its hardware. It is CUDA, the software platform that millions of developers use. Switching to a competitor like $AMD(AMD.US)requires a massive painful overhaul of software infrastructure that most tech companies cannot afford to make.

The bottom line: Jensen Huang's black leather jacket might be retired, but NVIDIA's silicon empire is simply too big, too vital and too deeply embedded in the global tech infrastructure to fail over a boardroom scandal.

@Captain Leo

$Sheng Siong(OV8.SG), Singapore's favourite heartland hero has just dropped its Q3 26 results. While its financials are as steady as an auntie rushing for the last pack of discounted eggs, its share price is having a mini meltdown.

Sheng Siong's stock is down 10.65% year todate . Why? Because net profit grew a modest 1.8% to SGD 44.6 million on a 6.2% revenue jump to SGD 441.5 million.

The market is spooked by rising labour costs, heavy supermarket promotions and the ghost of future competition from the upcoming Johor Bahru to Singapore RTS Link in 2027.

But is this dramatic selloff a buying opportunity?

What Sheng Siong Did Well:

Sheng Siong grew its empire to 92 stores in Singapore, up from 84 last year.

Gross Profit Margins actually improved to 32.2% thanks to a better sales mix and pushing high margins house brands.

Even against a crazy high base from last year's SG60 voucher boom, Sheng Siong kept their revenue growing. People still need to eat, no matter what the economy does.

Is It A Buy?

If you love a resilient business model, strong cash generation and buying quality companies like Sheng Siong when they go on sale, this pullback offers a very appetising entry point.

Dear Fellow Investors, what do you think? Share your thoughts on this.

@Captain Leo

Grab Q3 Brings Good News to Investors

🌟🌟🌟For months, the stock market treated $Grab(GRAB.US)like a parking ticket. Down over 40% year to date, written off by critics, battered by macro noise, fuel scares and regulatory red tape. If you only look at the stock ticker, you would think the company is in freefall.

But out in the real world, 57 million people across South East Asia are using Grab Super App to move, eat and pay every single day.

Last night, the truth caught up with the price action.

Grab didn't just beat earnings, it shattered the narrative. For the first time ever, every single segment is printing cash. This includes Financial Services. Revenue is up 27% to over a billion dollars. Guidance lifted. A massive USD 400 milli on buyback, proving that management knows exactly how undervalued this company is.

To everyone who held Grab during the year's lows and who ignored the noise, your patience is finally being validated. The Giant has awakened.

Dear Fellow Investors, Do you think Grab is on an upward momentum?

@Captain Leo

Heartbreak for Apple Investors?

🌟🌟🌟$Apple(AAPL.US)Q4 report should have been a victory lap for John Ternus. Revenue was a staggering record breaking USD 114.5 billion. iPhone sales alone pumped out over USD 57 billion. For a few fleeting moments after the closing bell, the stock sat there, peaceful and flat, as if acknowledging a job well done.

And then the earnings call started.

With a few honest sentences about the unprecedented cost of AI memory chips, the mould shifted from a celebration to a horror movie. In real time, the stock slipped until it was down 5.1% in extended trading.

This is the brutal emotional reality of the stock market. It does not care about what you did well yesterday. It only panics about the bill you have to pay tomorrow.

Watching Apple slide is a sobering reminder that even tech royalty has to bow down to supply chain gravity.

It hurts me to look at the chart today but this is where the long game truly begins for Ternus.

Somewhere in the heavens above Steve Job is looking down. He would remind us that one quarter does not change the world. Apple became a titan by building iPhones that people love so deeply that they cannot imagine a life without them .

The noise of the market will fade, the costs of memory will stabilise but Apple will continue to shine. Let's focus on the horizon, for the sun always rises on true innovation.

Dear Fellow Investors, Will you hold Apple or run for the exit?

@Captain Leo

US Midterm Elections

🌟🌟🌟On Tuesday 3 November 2026, American voters will decide all 435 seats in the House of Representatives and 35 Senate seats. The big question is whether Democrats can wrest congressional control away from President Donald Trump's Republican party.

Gridlock vs Sweep:

Markets historically favour political gridlock (a divided Congress) as it limits major policy surprises and sweeping new legislation. Conversely an unexpected full sweep could spike volatility.

Sector Impact:

If Democrats reclaim the House (as widely projected), expect increased regulatory scrutiny on Wall Street banks, cryptocurrency policies and AI development.

Sectors tied to fiscal budgets such as defense, healthcare and traditional energy, will react sharply to the balance of power.

Here is the Good News:

The S&P500 has risen in the 6 months following 19 out of the last 20 US midterm elections dating back to 1946.

This translates to a staggering 95% historical win rate for investors who stayed the course during the political storm.

Will the same thing happen again this year? I certainly hope so. That is why I have stayed invested in $State Street Portfolio S&P 500 ETF - SPDR(SPYM.US)which tracks the S&P500. It is a mini version of $SPDR S&P 500(SPY.US). The big difference is the expense ratio : only 0.02% compared to SPY's expense ratio of 0.09%. Over time this translates to more money in my pockets.

Dear Fellow Investors, do you think the market will go up post midterm elections?

@Captain Leo

Amazon's Q3 2026 Reckoning

🌟🌟🌟The stock market does not trade on pure data. It trades on human emotion, fear and ultimate conviction. Look no further than $Amazon(AMZN.US)following its Q3 2026 earnings report.

Amazon did something unprecedented. It achieved its highest operating margin in history at 13.9%, generating USD 28.1 billion in operating income. Yet Wall Street threw a temper tantrum, punishing the stock with a sharp 6% to 7% post earnings plunge.

What happened?

The market's reaction boils down to a huge tug of war between growth and AI cash burn.

Amazon Web Services (AWS) is accelerating at a fast pace, exploding 39.3% YoY to USD 46 billion quarterly revenue. To power this AI beast, Amazon's Capex is locked in at USD 220 billion for 2026. This caused its 12 month free cash flow to crater to a negative USD 42.4 billion.

My Take

If you look past the immediate cash burn, Amazon is executing an excellent long term strategy. AWS and digital advertising are increasingly making up a larger part of Amazon's overall revenue mix.

Even after the drop Wall Street analysts like Morgan Stanley & Bank of America have maintained a Buy rating with price targets of USD 315 to USD 335.

Amazon is not a stock for the faint of heart or those seeking quick gains.

As Benjamin Graham famously said:

"In the short run, the market is a voting machine but in the long run, it is a weighing machine".

Dear Fellow Investors, Do you think Amazon is worthwhile investment? Please share your thoughts.🥰

@Captain Leo