Thank you for sharing! I do agree with your sharing. But there some exceptional cases who really put their all supposedly earnings into certain shares that leads to high returns. And I still care about applying your methods when the person can more than afford to do so.
“I lost my army allowance on penny-stock tips. Then I became an accountant.” — Bridgers’ Stories #01 is live.
For the AI slowdown can relieve the life pressure.
And for the UOB Bank, I do empathise with the person who shares about it. And I know how it feels.
For the APAC Realty + Comfort Systems owning the enabler, not the asset seems to be a good thing. However, owning the asset will be better. But if the enabler can benefit the owner then owning the enabler can save the day.
The rate hike landed and the S-REIT aisle filled up rather than emptied — plus who benefits from an "AI slowdown", and what an ex-dividend date actually costs.
+1Suddenly, it feels so persuasive to me to buy it though not for the time moment.
$CapLand Ascendas REIT(A17U.SG)
Almost all the REITs are falling, I am still holding CapLand Ascendas REITs.
Right now it trades at S$2.33, down 5.32% from my average entry price of S$2.461. The paper loss is real but the fundamentals remain solid and that is exactly why I am not selling. Never give up 😁.
Capland Ascendas offers a steady 6.47% dividend yield and backed by quality industrial, data centre assets across Singapore, Australia, UK and US. The dividend yield is better than FD and T-Bill.
I am confident that Long-term demand for logistics space and digital infrastructure is only growing stronger.
Higher interest rates are pressuring all S-REITs right now. I am looking past the short-term noise. I see deep value here and a strong portfolio that will pay off when sentiment eventually turns.
I will keep holding and accumulating on weakness. Patience pays when you understand what you own. Cheers. 🍻
Intel, AMD, Micron Tech, Nebius, Oracle, Arm, stocks increase. However, Coreweave decreases though has new bookings.
Local Straits Times and local banks stocks prices lower.
Good news for Hang Seng Index and Baba Hong Kong Stocks rise.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
Fed raised their rate.
US Stocks Intel, Lumentum, and SK Hynix increase. However, Circle, Robinhood, Coinbase, Dow Jones, S&P 500, Nasdaq decrease.
Local Straits Times and banks’ shares rise.
But Hong Kong Hang Seng Index, Tencent, Baba, Xiaomi, and Meituan shares reduce.
Hope the companies can do better.
The Fed delivered its first rate hike in three years: 25bp to 3.75%-4.00%, unanimous 12-0, with the dot plot pointing to at least one more hike this year. Trump said rates should be at 1% or lower. Le...
Q1C Q2C Q3A
Yesterday, Brent crude fell approximately 1.6% to around $107 per barrel, while WTI dropped about 2.5% to around $103. Saudi Arabia is increasing crude supplies via Oman has temporarily eased market concerns regarding major supply disruptions in the Middle East.
Reuters survey Goldman Sachs, JP Morgan, HSBC, and Deutsche Bank have pivoted to forecasting a 25-basic-point rate hike tonight of US time, the prevailing market consensus has also clearly tilted toward a hike.
The yield on the US 10-year Treasury note has recently surpassed the 5% mark not seen since 2007. A 4.5% versus one exceeding 5% represents two completely different valuation environments for high-valuation tech stocks.
This impacts high-growth, high-beta stocks - NVDA, ALAB, APLD, RGTI, CRWV, and NBIS.
At 2:00am SGT tonight, the US Federal Reserve is expected to raise interest rates for the first time in three years by 25 bp, to the 3.75%–4.00% range.For the past two years, the question was “when do...
Dell Tech US Stock rise out of other decline of US Stocks.
Local Straits Times and local banks shares increase.
Hong Kong stocks decrease for Hang Seng Index, Tencent, Baba, Xiaomi, and Meituan.
With the upcoming events of unemployment rate, not a very good news.
At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...
Now Nvidia shares lowers, but CrowdStrike and Apple increase.
SK Hynix, Micron Tech, and Corning US Stocks. Local StraitsTimes and banks, Hang Seng Index and Z.AI Hong Kong stock, decrease.
Hope they will do it well.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
Oracle’s Shares fell and suddenly jump due to their cloud infrastructure revenue increases 121%. Followed by Apple shares rise and Corning signed a new deal with Verizon. Taiwan Semiconductor revenue increases 53.3%.
However, other US stocks, Hang Seng Hong Kong shares and Singapore Straits Times Index and DBS Bank decrease. OCBC Bank still maintains their flat rate. But UOB Bank slightly rises.
Suddenly, Tencent-backed AI chipmaker Enflame surges.
Hope things can go well.
Oracle fell -5.4% in Wednesday's session, dragged down by a hot US PPI print — then jumped as much as +7% after hours once its actual results landed: cloud infrastructure revenue +121%. That same PPI ...
Oracle has been the long in the industry. They sell to OpenAI, buys from Nvidia, and competes with Microsoft. However, they trade alongside Coreweave.
Their financial year 2026 revenue increase with their negative backlog, positive analyst, options implied move approximate of 10%, and consensus revenue.
In consideration of the above and according to Oracle graphs, their shares will increase around 4% to 10%.
$Oracle(ORCL.US) reports Q1 FY2027 after the US close tonight, Thursday 10 September — the numbers land around 04:00 SGT Friday morning, with the call at 05:00. ⏰Here is the part worth sitting with. A...
Apple launches their new iPhone Duo, which is their first foldable iPhone. However, I prefer their iPhones with the round button.
SK Hynix, Meta Platforms, Qualcomm, China’s August CPI and PPI shares increase.
The same local shares either flat share or decreases.
Wish the local shares to improve.
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...
Qualcomm, Corning, Intel, SpaceX shares increases.
Straits Times and Local Bank shares decreases.
Lenovo Group shares rebounded.
Long Sys and Xiaomi lowers.
But for Bank of Japan to raise rates to 1.25%.
Though there are high and low for companies, wonder on Bank of Japan’s raise rates will increases its revenue or decrease bankers or able to earn income.
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...
SK Hynix shares increases. But 10-year Treasury Yield reached its highest of 4.79%. Straits Times and local banks, Lenovo Group shares decrease now.
Samsung’s memory-chip inventory falls due to shortage of DRAM/NAND. They and Arm launch a joint project.
There is an exclusion zone by Iran. That exclusion zone is near the Strait of Hormuz.
Hope situation can be better.
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...
