當前總資產規模位於 Top 70%
基於長橋（新加坡）綜合賬戶計算

資產規模

當前收益率位於 Top 70%
基於長橋（新加坡）綜合賬戶計算

收益排行

GabyWoon

The AI hardware hype is in the early stages. Expect a few new multi trillion dollar companies, and even maybe replace the MAG7. Don't get levy behind! 

The ESR is still in the early discussion phrase, continue to seat on the sideline till there is a confirmation on the benefit. Do no jump into the bandwagon in such a hype up market! 

AI is back, chips back in play. The Iran war has long been forgotten. Time to long Korean, Taiwan and China ETF! 

I believe in the AI race, the memory chips will continue to soar. It has strong momentum and is expected to continue outperforming the broader market. AI is home! 

The Iran War narrative remains the same, Trump will not do anything to escalate and slowly pressure. All these are baked into price and should be ignored! 

Singapore M&A is picking up, however regulators are very picky about this. There is significant regulator risk hence play it safe, no point looking for arbitrage. 

It's good to finally see some food news for alibaba, it has been in the down trend for months. The company is also laying off roughly 30% of its workforce. Hopefully the trend will reverse! 

MAS will need to allow SGD to strengthen for sure. This will mean Singapore will be importing more inflation which is bad for us poor folks... 