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gedebe

Jensen Huang was still needed by Trump for his China trip, although at 1st he was thought not to be invited.  I think US has made bad publicity by saying they wanted to let China get addicted to US technology but not on the latest but the 3rd or 4th grade technology.  This made China slighted and instigated them to be more independence of US tech.   If ever China was to approve the sale of Nvidia H200 which already a better offer from H100 which US offered and China refused, US really need to improve on their PR then only then Nvidia sales in China can lift off and so does the stock.

Another day, another threat from Trump to Iran that he is starting war again.  Oil price spike and stocks price tumble

good that major us stocks rebounded, at least give us some good news to celebrate Lunar new year! $NVIDIA(NVDA.US)$Palantir Tech(PLTR.US)

Microsoft will need to prove their massive investments can bear fruit!

Nvidia has good run but recently it seems that other AI related stocks is showing up, check out micron $Micron Tech(MU.US) and Intel $Intel(INTC.US) which out run Nvidia as supplies for memory and CPU diminish due to high demand.  Intel is even proving it's worth it by Apple signing up as a CPU customer.

Trump big bully, I will top-up on some banking stock due to encouraging earnings 

$GLD SG(GSD.SG)gold now is no longer safe haven but a speculative commodity, with price so high and suddenly experience some hiccup after the announcement of the new fed chair, though it's recovered

after Intel managed to climb up a bit then hit with supplies constraint, bad luck!

$Amazon(AMZN.US)time to go in as amzn still is very promising despite their very heavy investments in the ai center, usd200 billion in 2026 more than the total budget for Malaysia in 2026, myr470 billion, 1usd around 4myr

Bitcoin seems to be a laggard when encounter uncertainty 

I predict ai bubble will burst this year!