當前收益率位於 Top 20%
基於長橋（新加坡）綜合賬戶計算

收益排行

當前總資產規模位於 Top 5%
基於長橋（新加坡）綜合賬戶計算

資產規模

JoanneChe

Warsh is back, rate cut is back! The major headwind is dismantled. However he is not interested in QE, so becareful about the fed put still being a guaranteed. 

Tesla premarket is on the rocket to the moon. You add on SpaceX IPO, Elon Musk will fill up all the top 10 rickets people in the world 10 times! Embrace him, he's a legend! 

The memory chips is going off the racks, LITERALLY! This is a rotation of the usual big tech to these players instead. We are in a new regime and so get ready! 

Continue to long the AI revolution, remember that it is not the same as tech. So not be foolish to just buy QQQ! 

Big banks are reporting extremely well earnings! However alot is already priced in. Going in the next half of 2026, I am still bullish on the industry! 

Gold has risen so much that even a middle east war is nor helping it. A clear retail trap, purely trading right now. Alot of profit taking. I would rather use oil as a direct hedge! 

Inflation is going to start creeping in and rate hike is back in the book. The market is clearly overconfident and things will break soon. How can oil and equities rally at the same time? 

Once Anthropic IPO, there will be more bullish sentiment in the market. We can be ready for a super cycle to continue and the new economic cycle begins! 

I think oil is going to rebound again. As long as Trump doesn't fully end the war, it's gona get red in this stock market. 

I am slightly skeptical about the ceasefire proposal... There are many differences to reconcile. Just like the trade deals, it may take a while before something materialise. 