Western Digital

Nice spot like

The 3 local banks have stabilised a little following the previous few days of down sessions for the whole SG market. This is good for the longer scheme of things as historical statistics show that steep rise s n share prices are more likely than not followed by steep drawbacks afterwards. Let them consolidate, though I know many are still buying either for long term or just trying to jump on bandwagon.

I’d be very cautious chasing Moderna after a 177% one-day surge. The Phase 3 result is genuinely significant and could reshape the long-term cancer treatment market, but the stock has already priced in a huge amount of optimism. I’d rather wait for the initial excitement to cool and see how the commercial opportunity develops.

What interests me more is the semiconductor split. I’m still constructive on memory names like MU and SNDK given the tight AI-memory supply, but the weakness in WDC, COHR and NBIS shows how quickly funding, valuation and profit-taking can change sentiment. For me, this is a market where fundamentals matter more than simply chasing the biggest one-day winner.

Yay! US has shown their intent and are telling the bond market not to have ideas as they will defend yields no matter what FUD the narratives are.

Modena stock not certain if its a pump and dump after the news and upside yesterday but generally if you want to invest in healthcare or even in the bio field can consider etf with Modena in it for long term investment. Do not all in money, DCA slowly and see if its temporary demand and expectations issues.

It was just a few days ago I mentioned the likelihood of yield curve control and that the US will not sacrifice the stock market at the expense of the bond vigilantes. There were the usual skeptics and rightly so because the textbooks teach you certain things. But the real world is not textbook and the more experienced ones out there will know what I mean. That’s why I keep stating that I am sharing my own opinions and not asking people to agree. 😎

Markets are increasingly differentiating between strong AI-related demand and funding or margin concerns. Semiconductor moves highlight shifting competitive dynamics in custom AI chips, while the Fed minutes reinforce uncertainty over the inflation path and potential policy tightening. Consumer results remain mixed, with resilient sales offset by cautious guidance. Nebius’ financing underscores the capital intensity of AI infrastructure and investors’ sensitivity to dilution and funding requirements.

During Fed chair Warsh's press conference after the Jul meeting, he repeated pointed to the elevated bond yields as a market driven tightening and hence Fed could fold their hands for the moment. However, Treasury secretary Bessent just served the tennis ball back when he announced yesterday that bond buy backs would be minimally doubled. Is Mr Bessent triggering the "test the new Fed chair" rite of passage?

177% soar… this sounds like a recipe for pullback… dyodd well

Modena's price hiking percentage overnight is the highest I have never seen. lol 😍 Amazing. hopefully I can choose such a stock right.

The US 30-year Treasury yield rose to 5.31%, its highest since July 2007, while the 10-year yield hit 4.70%, a full percentage point above the Fed's target range ceiling.

Long-duration assets faced pressure first. Treasuries are at a 20-year low—is this due to market selling, pessimism about future economic prospects, or the frenzy chasing quick profits in tech chip stocks?

The price movements in memory stocks have been doing sharp swings up and down for weeks but have the fundamentals and demand and supply situation really changed? AI is still a super cycle. I will just ignore the noise.

Memory stocks going down is fine and normal, given that it ran up so much previously. It will go back to the fair value price range. Enter there if wanna then.

Markets have largely rebounded over the last two weeks. Not surprising to see some form of a pullback as people take profits. Time in the market is still better than timing the market for most.

When you compare general markets and tech, it is obvious that one is not for the faint hearted. Looks like risk off rotation again, from risk on high beta to defensive names like healthcare and defensive tech.

When I look at high beta tech, it really resembles a roller coaster. The way it goes up and then down and when it coasts, be prepared for the next thrilling phase. 😂

Yesterday just mentioned beware of roller coaster ride, seems it began last session, get ready to add products spread or buy dips to build back your portfolios if per thesis, direction, which stock am going to buy more? What goes up will comes down and still will goes back up. Nothing is stagnantly just 1 way↕️🤔💭

Market volatility is being driven largely by higher interest rates and rising bond yields. Singapore equities have eased from recent highs as investors remain focused on the interest rate outlook. Despite this the broader economy continues to show resilience, supported by steady exports, technology investment, digitalisation and ongoing growth. Banks and high quality dividend stocks also continue to offer relative stability.

Companies with strong cash flows, solid profitability, healthy balance sheets and reasonable valuations are therefore becoming increasingly attractive.

Memory stocks went up so high, yesterday US memory stocks went down just a bit. Year to date, major memory stocks went up many folds. Let us see the coming performance