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dingdongbell

dingdongbell

ReturnsTop 23%
Rate Of ReturnGo Beyond!
5Following24Followers449Likes & Bookmarks
dingdongbell
dingdongbell
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Who to follow

D
dingdongbell8 hours ago

$Broadcom(AVGO.US)

Post 4 Episode 22

Context: One reason Broadcom interests me is that the next phase of AI may not be dominated entirely by off-the-shelf GPUs. Large hyperscalers increasingly want custom accelerators designed around their own workloads, power budgets and economics — and Broadcom sits in a strong position to help enable that transition.

My trade: I see AVGO as a way to participate in AI compute without having to predict which individual custom chip ultimately wins. Its role in designing and connecting these systems gives me exposure to the broader trend toward specialised silicon while complementing my more direct accelerator holdings.

Takeaway: Sometimes the better investment isn’t betting on one winning chip. It is owning the company that can benefit as multiple customers build their own.

@Captain's Treasure

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Broadcom

Broadcom

USAVGO

Trade Showcase: Trade, Show & Earn Rewards!
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dingdongbell14 hours ago

When Apple does something, it usually means they have done their calculations and feel its worth it. I guess they believe the foldable iPhone is marketable and in demand then.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Apple's iPhone Duo Launches, Wall Street Shrugs

Apple's iPhone Duo — its first foldable iPhone — launched at 1am SGT, priced up to a record $3,199. $Apple(AAPL.US) barely budged. Brent crude also broke $100/barrel for the first time since July, and...

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dingdongbell1 day ago, 01:32 PM

$AMD(AMD.US)

Post 3 Episode 22

Context: What interests me about AMD is that the AI opportunity does not require it to replace NVIDIA. Even a meaningful share of a rapidly expanding accelerator and data-centre market could translate into substantial growth, especially with AMD combining GPUs, CPUs and increasingly rack-scale systems.

My trade: I treated AMD as a strategic challenger position rather than a momentum bet. The thesis is based on improving execution, broader hyperscaler adoption and the possibility that customers increasingly want a credible second source for AI compute. However, I believe better prices for AMD is around the corner so this is just a small position.

Takeaway: An investment thesis does not always need a company to become number one. Sometimes the opportunity lies in identifying the strongest alternative in a market that is growing fast enough to support more than one major winner.

@Captain's Treasure

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AMD

AMD

USAMD

Trade Showcase: Trade, Show & Earn Rewards!
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dingdongbell1 day ago, 06:44 AM

Looks like an ongoing rotation by the market as capital flows from the big defensive stalwarts of tech etc to the higher betas tech which to be fair looks good value.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Apple's Foldable iPhone Launches Tonight, Supply Already Short

Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...

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dingdongbell2 days ago, 07:38 AM

$Apple(AAPL.US)

Post 2 of Episode 22

In line with the posting requirements, the following is my take.

Context: Apple remains one of the strongest consumer technology franchises, supported by its ecosystem, services business and exceptional customer loyalty. My main consideration wasn’t whether Apple is a good company, but whether the valuation offered enough upside relative to other opportunities available.

My trade: I kept my Apple exposure measured rather than chasing the stock during periods of strong momentum. I prefer adding when expectations cool or when the market gives me a better entry, instead of paying almost any price simply because the business is high quality.

Takeaway: A great business and a great investment are not always the same thing at every price. Patience on valuation can be just as important as identifying quality in the first place.

@Captain's Treasure

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Apple

Apple

USAAPL

Trade Showcase: Trade, Show & Earn Rewards!
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dingdongbell2 days ago, 06:21 AM

Its good that people are still doubting the AI buildout. IMO, as long as they keep showing the results, the AI beneficiaries will keep trending up.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — After GPT-6 Astra, Memory Chip Inventory Falls to Just 10 Days

OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...

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dingdongbellSep 7 at 10:40 AM

The US economy is powering on and now the markets must figure out if that is going to support them going forward. Inflation figures will be key.

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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — US Jobs Blowout Pushes Rate-Hike Odds to 60%

US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...

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dingdongbellSep 4 at 06:08 AM

The market might be getting ahead of themselves and they might be starting to realise this administration will want to keep the business cycle going into elections.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Snowflake Soars 16% as Wall Street Rallies on Waller's Dovish Turn

Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...

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dingdongbellSep 3 at 06:45 AM

The jobs data will probably determine the short term direction of the market. Market bulls want a tepid labour data.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Dell Soars 16% as Broadcom Falls Despite 86% Growth

Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...

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dingdongbellSep 2 at 08:53 AM

$GLD SG(GSD.SG)

Context: I hold GSD as my Singapore-listed gold exposure. With much of my portfolio positioned toward higher-growth themes, I wanted part of my capital allocated to something driven by a very different set of factors.

My trade: I built the position deliberately as a long-term portfolio stabiliser. I’m not expecting gold to compete with my growth stocks during strong risk-on markets; its purpose is to provide diversification, preserve purchasing power and potentially offer support when other parts of the portfolio come under pressure.

Takeaway: Portfolio construction isn’t only about finding the highest-returning assets. It’s also about combining assets with different behaviours so I’m not dependent on a single market outcome.

@Captain's Treasure

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GLD SG

GLD SG

SGGSD

Trade Showcase: Trade, Show & Earn Rewards!
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dingdongbellSep 2 at 08:32 AM

$Broadcom(AVGO.US)

My Call: US$389

Why: Broadcom’s setup looks asymmetric into earnings: AI demand remains the key catalyst, while the recent reset leaves room for upside.

I’m expecting a solid print, constructive guidance, and a 3–8% advance rather than an outsized move.

Please take this as my vote: +3 to +8%

The vote has closed despite it being only 2nd September.

@Captain's Watch

@Captain Leo

Broadcom

Broadcom

USAVGO

Broadcom Beat, Now Needs $100B More
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dingdongbellSep 2 at 05:41 AM

Oil looks to be peaking. So I am not buying the narratives here. The narratives will then shift to fit the price action.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — US Strikes Iran as Oil Surges 5%

US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...

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dingdongbellSep 1 at 07:32 AM

Capital is still rotating from tech outwards in a healthy fashion. Expected with the Fed chairman stating a more hawkish stance. Jobs data might be important with him reinforcing the labour data being a big factor in his decision.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic's $35B Cloud Deal Has Nvidia's Fingerprints

Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...

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dingdongbellAug 31 at 08:11 AM

It looks like Warsh is hawkish but is he really? He has to look credible as data still points to inflation being sticky.

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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Warsh's Hawkish Turn Flips the Rate Odds

Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...

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dingdongbellAug 28 at 11:37 AM

Everyone is excited with Warsh’s maiden speech. He is probably going to defend rates and say that AI is deflationary and therefore there is nothing to worry.

C
Captain's Watch
Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

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...

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