當前收益率位於 Top 10%
基於長橋（新加坡）綜合賬戶計算

收益排行

美光科技 收益率

MingHwa

NVDA had another explosive earnings call and you can expect the forward trajectory to remain. I am bullish for the company! 

I think the momentum in the current market is still very strong, there has not been significant decline in weeks. It is dangerous to bet against momentum, hence no short position for me! 

Memory chips are having a bad start to the week, but fear not as profit taking is expected, and such drawdown is normal. Stay focused on the thesis and ignore the daily movement! 

The Iran talk must resume sooner or later. Iran have no revenue due to the blockade, while Trump cannot have high oil prices. It's a chicken and egg situation! 

With Warsh confirmation as the fed chair, the thesis that AI going to outpowrt inflation rate is here. The AI rally will continue for the year and wealth will be generated! 

With Iran and US expected to resume negotiation, the drawdown risk has been significant reduced. I would rather long equities than gold. Gold run up is too much as well. 

MAG7 is back, AI is back, the bulls are back! Do not right the market right now. The Iran War is forgotten. AI is more powerful than Oil! 

Singapore electronics manufacturing and export has always been robust and steady. There is without a doubt in my mind that longing SG semi names are a must, look at how much they sky rocket! 

With Warsh confirmation, the market does not need to worry about hot CPI as interest rate cut is on the table due to Warsh believe that AI > Inflation. Buy the dip let's go! 

Always remember, Trump tore up the previous Iran deal signed by Obama administration. What makes anyone think he is genuinely sincere this time? I would still be hesitant to be bullish in the meantime... 