Alibaba HK SDR 5to1

When will the selling stop? High beta stocks are getting hit the hardest as investors pull out of the stock market to turn to bonds with higher yields amidst a relatively unstable equities market and expectations for yet another interest hike soon.

Looking forward to REITs share prices adjusting upwards, I believe they’re current abit undervalued as compared to the yield they offer.

I believe the market pullback is healthy especially in tech. Much needed if we want the bull market to continue which has been pretty resilient considering all the headlines and narratives.

money rotating out of AI related stocks and moving into safer stocks and places. reits moving upwards finally after declining for so long, hope it lasts. for the brave and tech believer, now also good chance to dca into those tech stocks that youre aiming.

Good to see yields dropping, but.. people are still expecting military actions. Midterms is also coming soon, uncertain on what Trump is going to do next

The market reaction highlights the distinction between beating current expectations and demonstrating the ability to sustain future growth. For investors, the key questions are how quickly supply bottlenecks can ease, whether pricing power can offset cost pressures, and whether elevated AI-related semiconductor spending translates into stronger cash flow. Until visibility improves, strong results alone may not support higher share prices, particularly if valuations already reflect substantial growth expectations.

A key lesson is that evergreens are evergreens. A timeless advice is to hedge with bonds. Even when investors were shorting bonds, good to keep a balanced portfolio. Now, with chip stocks crumbling, investors have fled for safety ie Treasuries, leading to a rally

AI risk seems to increase, or at least investors require real return…

While we eyeball company level spending on AI, we must not be blindsided by the larger narrative of the marketing demanding greater evidence of ROI. Another note, while Griffen was noted as saying AI is in a bubble, Blackstone President pushed back that notion. So, the jury is still oit

We are approaching the end of October, where it's usually the weaker/weakest month of the year. Will November be any better? Honestly I have my doubts. FED is more than likely to definitely increase interest rate 1 more time by end of the year, and this could dampen share prices even more.