Swarmer

What a week for drone stocks 🔥

The planned strike at Samsung will likely cause memory chip prices to go up due to constraints in the supply of memory chips.

The expectation of only 1 rate cut instead of 2 can be possibly a tailwind for banks and financial institutions. I am surprised that gold price has dropped in reaction to this.

Federal Reserve stance suggests staying defensive.Favor positions in energy and USD, while avoiding rate sensitive growth sectors.With liquidity tightening again, risk assets may struggle to sustain rallies.

Micron Technology is a long-term beneficiary of AI trends, but heavy capital expenditures may lead to near term volatility. The best approach is to accumulate on dips instead of chasing short term gains.

Swarmer seems to be driven purely by momentum and speculation. Its valuation is disconnected from fundamentals, creating a high risk of sharp reversals. It’s worth keeping an eye on, but not suitable for aggressive buying

If there is only one interest rate cut, it will definitely be unfavorable for the stock market to rise, and the US dollar will certainly appreciate. Holding US dollar assets is also a good choice.

Narratives will always try to explain prices how they deem fit. I rather look at what price says! Micron has completed what seems like the first wave up prior to earnings and rather than pop into a third wave gap up, the market looks to be offering a cheaper entry on this post earnings second wave pullback(if premarket dip carries into market open) before resuming its uptrend as a third wave of this fifth wave of a bigger third. Stay focused on the big picture!

Swarmer will continue to be a meme and speculative stock. It clearly detached from fundamental the moment it started trading. Beware of rug pull everyone! Stay away ~

Micron earnings is definitely strong, however I believe traders will take the chance to realise profit. But bull can be sure that the memory chips space will continue to be bullish as the supply is low!

The fed will definitely be reluctant to cut hair due to the huge uncertainty that is on-going. This will definitely prove to be hard to equities, but in the end as long as the economy remain strong, there is nothing to worry.

Micron should do well post earnings. I am expecting a pop post earnings as an exhaustion gap as price drifts higher into April/May.

The escalation of the Middle East conflict put a damper on the fragile stabilisation of the market. The situation there would be the major mover of the market.

Swarmer IPO is clearly speculation, itself is a micro cap stocks. With the ongoing war, there is alot of demand for speculating on drone stocks!

Trump just need to stop attacking and then the Iran war will just end on its own. HK market is controlled to be bearish, not interested. AI boom is still the bet, accumulate at appropriate time.

Cathie Wood's prediction is that AI will generate $10-12 trillion in revenue over the next 5-10 years, driven by accelerated productivity growth. She pointed out that U.S. non-farm productivity has already increased by 2.8% year-on-year, and with the widespread adoption of AI tools, this figure could double to 6%.

Agreed, the unleashing of productivity by AI is a mainstream trend in today's world.

I believe Cathie Wood is right, honestly AI will change the world, technology is a exponential function, it cannot be denied! The earnings speaks for themselves!

Even though Iran vows retaliation, the only parties attacking one another is US and Israel, no one else is joining to make it more messy. Everyone is already using up so many ammo. What more can they do to each other? Nothing! It's status quo~