Snap

watch out for a long time us yield. I'm not kidding. if it doesn't come down stocks will come down. this occurs every us election

The Iran US 60 days ceasefire has ended and immediately there were reports of explosion and ship struck in the Strait of Hormuz. Trump also said on social media that there are no talks or conversations going on, or scheduled, with Iran, which could be one of the various reasons why the market indexes are pulling back slightly amidst the push for newer highs.

AI and semiconductor demand continue to drive the market, with strong growth in memory, semiconductors and AI infrastructure. The market continues to favour companies with strong earnings, pricing power and clear exposure to AI driven growth.Geo higher oil prices and global growth concerns are adding some uncertainty. While Singapore’s resilient economy and strong trade performance remain supportive, a disciplined approach and focus on quality companies with strong fundamentals and sustainable growth remain important

Recently the markets are uncertain of their movements. Either up in the few hours then drop. So invest safely DCA.

The market likes to hear what they want to heard and Musk gave them an excuse to rally the memories hard. The pace of fund rotation seems to pick up and those chasing highs need to manage their risk well.

A healthy bullish market always have periods of shallow pullbacks and then bursts of upward movements or rallies. Looks like we are having a pullback which is much needed. The market needs to breathe too.

They always say ‘The market does not go up in a straight line’. This market still looks like it wants to go higher and if it keeps having shallow pullbacks, then the trend is up.

Memory stocks edge higher, back to near all time highs as Musk's words triggered massive buying into the sector. Wednesday's FOMC meeting minutes will be interesting as reports suggest that there may be a 0.25 basis point rate hike by end of this year, which is considerably better than initially expected.

📌☕️Woohoo last session was interesting but in less than 2 hours I can go sleep soundly like a baby. To win hard will take a higher risks as no risks no gains right, but beware falling down hard on ground is also no jokes as we just finished taking a roller coaster fun ride only last month. Plenty opportunities if our thesis is heading as per se, but how much risks one is willing to undertake is very subjective. Get your funds ready and hit that jackpot right🎰🦖🎯🎯

Selected AI stocks are still doing very well, indicating this AI wave still have a long way to go. But one has to be increasingly selective.

Waiting for fomc. Chips running high… beware of hardfall

Well that was a nice reversal for the major US indices as they started on the low trapping the bears and gained strength as the day progresses. Result: Nice daily green candles all round. Volume is low though. Will we get a follow through day? Day 4-7 after a rally off the lows is when that usually happens. Go bulls go!

I am rather surprised that US and Japan joined hand to intervene YEN. My read: American is under threaten by Japanese. If US don’t buy YEN, BOJ will dump its massive $1.14T+ Treasury pile which would have sent yields rocketing and hurt stocks far more.

Am I correct? Trump and Takashi in the same boat now. Both depends on each other 🤣.No more “Pearl harbour “ story 🤭

great earnings that prove that AI is having positive economic impact has brought the market back up, plus the hope for the strait being under US control leading to a higher chance the conflict can be resolved is what has driven this move up. we are still in a headline sensitive environment so we should still be aware and manage our risk properly, nothing can continue going up forever but we must stay invested to be part of the gains

War on Iran. The two countries are always confused by many people. US says negotiations are on the way, Iran is desperate to seal the deal, but Iran say not true.

$Snap(SNAP.US) Q2 Earnings Double Beat 🔥

Which stock is better - $Sandisk(SNDK.US) or $Snap(SNAP.US)?

$Snap(SNAP.US) | 𝐒𝐧𝐚𝐩: Freedom Broker 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨 𝐇𝐨𝐥𝐝, cuts 𝐏𝐓 𝐭𝐨 $𝟓

I’d pick the AI capex reality trade, but selectively. The key shift is that AI spending is no longer just management guidance, it’s increasingly showing up as multi-year contracts, prepayments, infrastructure partnerships and equity-linked deals. That makes me more comfortable with picks-and-shovels names tied to compute, power, data centres, connectivity and cooling. But I’d still avoid chasing every AI-adjacent stock blindly, because the winners may be concentrated while weaker tech names get left behind.