dingdongbell

$NVIDIA(NVDA.US)

Nvidia needs no introduction. AI and Nvidia have become like synonyms. And its revenue is still growing. Its price have however stagnated and in fact has become arguably much undervalued compared to the past.

I don’t think Nvidia will go parabolic like before but it has become a more mature value like stock profile like Apple but more entwined with the AI world. Future trends like robotics and space are upcoming and Nvidia will very much be part of that so this behemoth is here to stay.

@Captain's Treasure

$AMD(AMD.US)

AMD has been doing pretty well actually amidst the tech sell off. It is consolidating within a tight range and might actually qualify as a high tight flag.

But I am classifying this as a rectangular consolidation pattern with a wave 4 signature.

The inference phase seems to be giving a boost to AMD and its price. And the particular strength in her charts bodes well for AMD in general.

@Captain's Treasure

$Applied Optoelectronics(AAOI.US)

This one has retreated quite a bit (in actual fact quite a lot!). However taking all factors into account, that is a good thing really and very healthy stock dynamics.

A stock that goes too parabolic is too speculative and a healthy one needs periods of digestion after an uptrend, much like this one.

Fundamentally sound, providing a very important component of the AI supply chain and in the midst of expansion to accommodate surging demand.

Upcoming earnings are important and need to reassure a jittery market.

@Captain's Treasure

$Apple(AAPL.US)

It’s Apple review time! It looks like the market is giving Apple a vote of confidence as she made all time highs recently.

It is impressive to say the least. However the show of strength is also capital that rotated into big caps which are deemed more defensive as they seek high and low where to park their money whilst waiting for the upcoming earnings. I still think Apple is no more a high growth company so once the bulls gather more courage they will leave the nest to seek better returns.

@Captain's Treasure

$GLD SG(GSD.SG)

Not all that glitters is gold. Unless its gold

itself which also does not glitter at times.

At the moment, gold looks dull having pulled back quite a bit.

But I think it has bottomed or is very close to it. The next rally will catch many off guard and only when it has rallied more will the same people climb on and start praising gold.

@Captain's Treasure

AI to lighten my load

This is what I like to see when I load my app:

I open my app and the screen loads to the portfolio summary and how it compares to the previous day.

A summary of the previous day events which might have impacted the market is shown as well as what are coming up that might affect the market.

A list of recommended actions are also given catered to my portfolio and why they are advised.

That will help lighten the load and ease my investment process.

@Captain's Treasure @Captain's Watch

$NVIDIA(NVDA.US)

Nvidia has held up pretty well amidst the middle east hoo has and Straits of Hormuz on off - on off (Is it open or close?) dance. To be fair, the market seems rather desensitised to the ongoings there already and has a fairly muted response compared to the past. Good that the market has gotten smarter.

To be fair, tech has taken a beating even before that with what seems like a rotation into healthcare and financials and the bulls would like to see tech recover strongly along with other sectors so they can call this the ‘broadening rally’ which is bullish.

@Captain's Treasure

English to win against the Vikings

This is a match that will be interesting. History has seen numerous battles in ancient medieval Europe between various factions. The English and the Spanish has been the common denominator in many. Yesterday Spain vanquished the Belgians to proceed and set up a mouthwatering semifinal with France. If England succeed today, they will meet the winner of Argentina Switzerland.

I am rooting for an England Swiss semifinal.

@Captain's Watch @Captain Leo

The Bulls vs The Chocolatiers

Spain is just too strong in my opinion. Belgium is renowned for their chocolate which is named after them. But chocolates are nice to be eaten.

And the Spanish are just a class above them when it comes to this match up. At this level, the favourites tend to step up a notch and I expect Spain to win by a thin margin.

$Applied Optoelectronics(AAOI.US)

This is my optical networking pick for the next big beneficiary of the AI picks and shovels theme. Communications and networking is going to be big and crucial and whilst stocks have gone up, the earnings inflection point is yet to be reflected.

When the numbers come in, the important names in yet another AI bottleneck should rally even higher after this consolidation.

@Captain's Treasure

Morocco vs France

It’s the first quarter finals of the 2026 Fifa world cup. Here we go!

France are one of the favourites. But honestly I find them rather overhyped. To be honest, they have performed very well and up to standard. However, when everyone expects you to win and the players are made out to be superstars, that tends to make the neutrals go for the underdogs.

So I am rooting for Morocco. Hope that a non European or American country will win it this time round. So looks like Morocco will have to carry that flag.

@Captain's Watch