I don’t really know how to comment on this. I feel that my comment has no meaning so don’t follow what I am trying to say here just for the points
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...
I don’t really know how to comment on this. I feel that my comment has no meaning so don’t follow what I am trying to say here just for the points
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...
Nvidia is the best stock since inception. Innovation at its best
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Nvidia is the best stock since inception. Innovation at its best
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
$Pfizer(PFE.US)
Context: Seeing Moderna leverage OpenAI and generative AI to accelerate its mRNA clinical pipeline made me re-evaluate legacy pharma. Pfizer has been heavily integrating AI through platforms like “Charlie” and partnerships with CytoReason to compress drug discovery timelines and cut R&D overhead. With Pfizer’s oncology push and compressed valuation post-COVID, AI efficiency could significantly improve long-term trial success rates and margins.
My trade: Opened a position. The risk-to-reward ratio looks attractive given the low valuation multiples, solid dividend yield, and underappreciated AI-driven R&D pipeline optimization compared to pure biotech peers.
Takeaway: Next time, I will scale in using smaller dollar-cost averaging tranches rather than opening a full starter position all at once to navigate sector volatility.
@Captain's Watch
$Tesla(TSLA.US)share price up only
