Jake_L_Kelly

The ratio for AI CAPEX to Monetary Return is approximately 16 : 1 . So the chip rout that we had experienced last week is just an early sign. The following week earnings release must be in really good number in order to convince and calm down the market’s sentiments.

The fears of AI slowdown is much greater than the talks of AI cybersecurity., ignited some sell off and profit taking in AI tech companies. That also partly explains why Micron share prices remain flat despite posting positive earnings.

Meta Muse is on hot topic this week, gaining lots of popularity whereas apple still lagging in AI implementation. Apple new CEO should have asked Muse for some good recommendations.

My call: US$ 1165

The continuation of AI’s capex expansion drive the demand for memory chips further, especially for HBM4 memory chips which presently shortage in supply and providing big profit margins. Therefore, the earnings should beat the estimates with good print, similar to previous quarter. As for price action, trending upwards with 3 gaps up, consolidating at resistance near previous gap down. After the result, the price probably will closed the gap down, reaching within the range of 1150-1168.

Could you share more about investing in China companies via HK Ex? Any best app for? Things to take note of?Tax and fees charges ?I have some exposure in China A50 ETF and China Tech ETF.

1A 2B 3B

Midterm elections is coming to town, a rate hike by Fed will be unfavourable for Trump and the republicans. Nothing is free, there is always a price to pay. Good gesture like, by leaving the rate unchanged will be a good returning favour, although all data shown pointing to the opposite direction. Fed can move up 2X basis points on next meeting after the midterms.

The yearly apple’s launch disappointed me once again, cracking my fragile heart bit by bit. As usual, some chips upgrade and feature changes with no big surprises, no big deal wth the pricey apple duo. I am the hardcore fan of iPhone when Steve job helmed the company, done a great job with innovative and tech savvy products, whereas Tim Cook just keeps the company staying on track, consuming the legacy left behind. Newly appointed CEO Temus has a lot of catching up jobs to do, lagging behind its competitors. So until then, my position for Apple is reducing yearly by yearly.

Apple finally unveiled the long awaited folding iPhone with above $2000+ price tag, a new addition to its products lineup after so many years since CEO COOK takes over. Apple used to be the most innovative and leading phone manufacturer, has gradually lost its shine, lagging behind its competitors in all aspects. Will the new CEO, new additions of foldable phones turn around the company?I really doubt so.