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$Apple(AAPL.US) Apple plans to increase prices on its devices due to a global shortage of memory and storage chips, as confirmed by CEO Tim Cook. With rising costs impacting margins, analysts suggest that price hikes, particularly for the iPhone, could be around $100 to $270, though exact details remain unclear. Despite potential demand destruction, Apple's strong brand loyalty and product ecosystem may minimize negative consumer response to these increases. More importantly, memory shortages will eventually affect other brands like Samsung as well, and it remains to be seen if the competitors will also raise prices. @Bridge Buzz SG

Precious metals continue falling significantly, with rate hike pressure and continuing inflation thanks to the ongoing conflict. With SpaceX IPO coming up tomorrow, both institutions and retail investors/traders have been selling and taking profit on other stocks to raise capital for SpaceX. IMO, SpaceX is too overvalued and fomo'ing into it tomorrow could be a huge risk of getting liquidated. 

$NVIDIA(NVDA.US) France is advancing its AI infrastructure with significant investments and the establishment of AI factories, enhancing its position in the European AI landscape. Companies like Mistral are deploying substantial resources, including a new 44-megawatt data center, while various organizations are developing models tailored to local languages and cultural contexts. Major initiatives include Mistral's new data center and collaborations with NVIDIA, resulting in efficient AI factories and the development of open models. The shift from pilot projects to widespread production highlights France's commitment to integrating AI across industries, establishing itself as a leading hub for AI development in Europe. @Bridge Buzz SG

$Microsoft(MSFT.US) The Infocomm Media Development Authority (IMDA) and Microsoft Corporation signed a memorandum of understanding (MOU) to advance collaboration on artificial intelligence safety and security. The partnership focuses on technical collaborations, information sharing, and developing a policy framework for AI model access, involving joint research and evaluation methods. The goal is to establish a trusted ecosystem that promotes innovation while ensuring safe and reliable AI development, reflecting Singapore’s commitment to collaborative governance in AI. Microsoft still trades at a discount to its forward valuation, and Mag 7 stocks are still more stable in the long term, albeit with lower growth. @Bridge Buzz SG

SpaceX is now above $200 and has even surpassed Mag 7 stock Microsoft in terms of market cap. That is absolutely insane for a company that is still burning cash and not profitable in the short term. Too many unknowns on the space exploration side and many institutions holding SpaceX have already gotten in long ago at relatively cheap prices. Retail investors fomo'ing in right now could be a huge mistake with traders playing with the volatility. 

STI holds firm in the aftermath of Fed's meeting last night, though reits are falling due to the Hakwish sentiment that rates are being kept constant and may even be raised in the next months. I think the biggest probability is for rate to be kept constant till the end of the year, and market should have already priced in the fact that there will most likely not be any more rate cuts. 

$Unitedhealth(UNH.US) Been Averaging down on this ever since the whole overhaul of medical claims and policies in US started. Unh is one of the leading companies in healthcare and yet even Buffet's investment could not stabilise the stock after a few months. Overall healthcare sentiment is down and with other macro situations to focus on, I don't think Unh will rise massively in the short term. @Bridge Buzz SG

$Palantir Tech(PLTR.US) Palantir faces technical pressure after a failed breakout above its descending trendline and 200-day moving average. The stock is now testing key support at $126.50; holding this level may allow buyers to push prices higher, while a break below could signal further downside. This movement represents a short-term trading signal rather than a fundamental shift in the company's long-term outlook, which remains tied to revenue growth and AI platform adoption. Pltr has been struggling all year, following other tech stocks like Msft and Meta. However, the fundamentals of the business are still intact, with no significant drop in revenue or increase in cost, so I remain bullish in the long run. @Bridge Buzz SG

$Microsoft(MSFT.US) Recent declines in AI stocks have been influenced by a disappointing chip sales forecast from Broadcom and investor rotation towards upcoming IPOs like SpaceX, Anthropic, and OpenAI. Despite a 15% drop in Microsoft stock this month, the company has shown significant revenue growth, with its AI-related business reaching an annual revenue run rate of $37 billion. While some investors express concern about AI replacing software, Microsoft is positioned to benefit from AI advancements, making it appear to be a strong long-term investment opportunity rather than a declining asset. Besides, partnership with Nvidia for the AI PCs could be a form of revenue diversification with the downfall of Xbox business. @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia announced the full production of its 88-core Vera CPU, specifically designed for AI agent workloads, with early adopters including major companies like Anthropic and Oracle Cloud Infrastructure.. This new chip, featuring a custom Olympus architecture, promises significant performance improvements over existing x86 processors and is aimed at redefining CPU demand in data centers driven by AI developments. Nvidia is going into CPU business to rival Intel & AMD, but little has been seen yet on its products efficiency and how price competitive they would be. Regardless, with the current cpu shortage as well, Nvidia venturing into that area could diversify revenue and strengthen its operations. @Bridge Buzz SG

$Alphabet(GOOGL.US) AI firm Anthropic plans to lease and manage its own data centers, seeking financial backing from Google's Alphabet for lease payments. The company has signed over a dozen preliminary agreements for U.S. data centers with more than 1 GW capacity and discussed lease payment guarantees with Google. This expansion, driven by strong demand for its AI models, comes as Anthropic prepares for a U.S. IPO, having previously filed confidentially and raised significant funds. Alphabet is trying to find its spot as it has been fluctuating between 340 to 360 over the past 2 weeks. Let's see whether they can finally stabilise and push back up. @Bridge Buzz SG

$Alphabet(GOOGL.US) Google cloud exceeding expectations and Alphabet in general setting mew records for quarterly earnings, what a time to be a Google Investor! Google being one of the only performing Mag 7 stocks YTD, even increasing dividend for the future as well. This signals strong confidence within the board directors and gives investors a peace of mind heading into future earnings. If Alphabet continues performing exceptionally at this level, we could see it hit 400 comfortably by the end of the year. @Bridge Buzz SG

$Sea(SE.US) AI is transforming value creation in Southeast Asia’s internet sector, particularly benefiting Sea, as highlighted by Maybank Investment Bank. The shift emphasizes platform capabilities over cost savings, with marketplaces and trusted transaction layers becoming crucial for both human and AI interactions in e-commerce and gaming. While some investors worry that AI may disrupt marketplace advertising, Maybank argues this risk is overstated, suggesting that Shopee's ad business could remain resilient and gain from shifting budgets toward marketplace visibility. Moreover, Maribank is also projected to finally become profitable in about 2 to 3 years time, which could diversify their revenue and improve business resilience. @Bridge Buzz SG

$AMD(AMD.US) I like that I'm holding both AMD and Nvidia as they are both leading the AI chips industry. I see them still exploding in terms of growth wise in the next 5 years, where I will just let compounding over time work its magic  @Bridge Buzz SG

$Oracle(ORCL.US) Oracle's impressive backlog is still one of the defining factors in the turnaround for the company as they look to strengthen ties with other companies like Amazon as well. The upcoming earnings will be an important one to determine whether it tests the 200 resistance line or Ince again fall lower to 160. I still think long term the stock will recover, but the pain is in the waiting game for those who bought at its highs. @Bridge Buzz SG

$Netflix(NFLX.US) Netflix fell sharply after earnings where they just beat earnings but management did not raise guidance for forward quarters. Investors expect more optimistim following the WBD breakup deal but they also need to understand that Netflix continues to spend on expanding their showd catalogue as well as adventuring into the games and live sports category. The sell off was definitely overdone. @Bridge Buzz SG

Day 3 Operation: Continue added CFA at 0.802 Insights: Market slightly down today. Bought some and am waiting for the big one to come