Vt3

My point is simple line : if one cannot buy super low, even it keep goes up and down, one may not win at all, now let’s say due to this weakness momentum, may be by end of Dec, prices came down as low as say 30%, one still dare not buy in thinking it will comes down next to more than 60% and dreaming it will spiral back again to more than 60%, this is no sense to me!!! Let’s put the rate hikes aside they are only affecting people’s mindset change!!

📌🇺🇸 Will be watching how $Tesla(TSLA.US)and $Meta Platforms(META.US)perform, ✅ Keep some cash for good opportunity ✅ Average in slowly, not all at once ✅ Add only to high quality names with strong balance sheets type names if my conviction remains intact.

✅ Be patient for better entries if volatility increases into late October. In a rising rate environment, preservation of capital first !

📌 This move appears to be more sector rotation than company specific news, either capital flowing into consumer discretionary after a period of weakness. Falling bond yields are helping consumer discretionary stocks regain momentum. For AMZN lower rates support consumer spending and valuation multiples. For TSLA, easing financing costs could improve preference for growth stocks rather than company specific news.

📌2️⃣ The AI boom is delivering massive infrastructure spending, but the economics remain under scrutiny. If AI revenues reach only USD3.6T vs USD8.5T needed, Investors may increasingly focus on profitability, debt sustainability, and real returns rather than growth alone.

📌🇺🇸 Take the appropriate actions in responding to the changing market conditions may be the calling such as buy or sell, while holding through waiting for stronger price stabilization and fundamental confirmation may also be preferable! Big money does the distribution, small money catches the falling knife, next is time horizon, to extend say 6 months to 1 year more, to recovery!

📌🇺🇸☄️🥔 Ouch it bites last session ! So tempting the prices this year !!!!

📌 My call 1B 2B 3B - Inflation looks sticky but not reaccelerating; a ‘meet expectation’ CPI could keep rate cut hopes alive and support risk assets near term.

📌Part II Around 3.6% - in line

📌🇺🇸 Apparently when I looked at last session’s screen, it is like a call for buyers market, especially those whom have missed the stocks such as INTC, SPCX, SKHY and so many more. But for me, I am holding on those stocks which may be dipping, for long term.

Next to add, is that when those stock prices which have already been all time high are more than not, to be likely to be adversely affected at this fragile period. Next, will be expecting a price re-correction along with buyers sentiment. IF there is no better time than now, then it may be the time!

Besides, CXMT’s DRAM progress already shown 2 days of adversely dragged down the 3 biggest key players. As such, the market is awaiting for Anthropic pre-IPO to gauge any good sign for a more balancing trend for now.

Period!

📌🇺🇸 Chinese competition in memory chips has increased concerns over oversupply and pricing pressure, weighing on MU stock. Faster technology progress and capacity expansion from Chinese rivals could challenge Mu’s market share contributing to recent weakness in the share price.

MSFT and META shot up pretty fast last few sessions. But will the prices keep reeling upward or just a rotated tech swings.

NDVA dip while SPCX stay steady for now. Waiting to watch after the banks report to better gauge the market responses in order to tell whether is there going to be a

Price correction especially to all time high by now !

It cannot always keep going up and not coming down when it is so true the global markets scene now is way below 5 in a scale of 10!!!

Let’s track 👀

📌🇸🇬 So I am right bouncing 🏀 right back b4 the next factsheet