XL2CSOPHYNIX

HSBC: Server DRAM prices should continue rising

$Intel(INTC.US)

POST for 21/9/26

1️⃣Am glad finally the stock slowly but surely rebounded. My last sold price seem high but not at the point of entry!

2️⃣Since day1 cos I liked Intel on every of my laptop so I traded its stock. Was a winner though only last few months it tumbled way below. Though I still have holdings after that I chosen not to add nor trim but keep holding instead. Only last session shown me my conviction with this stock may ended right.

3️⃣My outlook is still positive as last heard there will be partnership with $SK Hynix(SKHY.US)to make physical a foothold in 🇺🇸 ground is certainly a win win collaboration for both, though not yet materialized!

$Intel(INTC.US)

$XTALPI(02228.HK) Come on, cover the gap, cover the gap 😄 Made some short-term gains from $XL2CSOPHYNIX(07709.HK) today to treat myself to a meal, so happy.

$XL2CSOPHYNIX(07709.HK) Closed the position. Bought 1,000 shares yesterday afternoon. Profit is decent. Having a good lunch. 😂

$XL2CSOPHYNIX(07709.HK) It's really satisfying to make some spending money. I can do this every day. The analysis is mainly based on the 5-minute K-line.

The Fed has decided to increase the interest rate after all. For the time being, the risk of USD debasement trade will retreat. The next question is how many more rate hikes are on the horizon?

Singapore stocks took a breather as Bank shares and even reits rose slightly after the official rate hike by the FED last night. I think Reits will start to stabilise for some time, but the worst is yet to be over as officials still want a consensus 1 more rate hike by this year.

So the FED does indeed raise its interest rate by 25basis points, looks like I was wrong about Warsh taking the risky stance of maintaining position. However, as expected, Trump took to social media to continue to pile pressure and express his desire for lower interest rate; this is the first time Warsh and Co took a decisive decision, let's see if they would continue Powell's legacy of maintaining independence or eventually succumbing to Trump's political will.

One rate hke decided unanimously is highly anticipated by the market. Dot plot with 16 out of 18, expectations of further monetary tightening, sending a very hawkish signal. Revaluation of AI companies and rate sensitive sectors like property and bond markets may take the hit. So sit tight, buckle up your safety belt, and bumpy ride ahead.