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基於長橋（新加坡）綜合賬戶計算

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Irenee

Overall NVDA earnings is within expextation. There are signs that things are slowing down. The AI hype may be fading away. I would be cautious. 

With Trump holdings disclosure, there are really some very interesting names that are promising. I think it is a good idea to analyse those names specific! 

I think the market is too optimistic about the Iran war. The fact is 20% of the oil is missing form the system for 2 months. How is this not making an impact to the investment world? INFLATION!!! 

The memory chips narrative is gone! Make way for cyber security, it is the new trendy place to invest. Save yourself from even worse drawdown and rotate out! 

I think everything related to AI, be it Anthropic, or Micron, or Google, is in the early stages. Alot new market developments is pushing the market higher each day. Either chase the high or get left behind! 

Will the SPY be green or red by end year? 

The MAS is clearly slow to react, in addition the equities market is rallying from the ceasefire. Maybe the inflation won't be that bad? Should we be taking signals from these 2 market participants? 

China is recovering, it's been so many years since the real estate bubble pop. Time to go long into China companies and believe in the Chinese will. Tech is definitely a focus! 

I believe Trump will achieve a big deal in his visit to China. He needs something to overcome the fallout of the Iran war. Get ready for another bull run! 

the major forums in China will be shadowed by the Iran war. Even if anything major happens, it will not change the market outlook. It's all headwind from now on. 