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

福根集團 收益率

pohyc

in a crisis, I'll close door and wait. Volatility is a fee,not a fine.  Fed meeting this June will provide more direction.

Anthropic still making losses but it's a high growth company. people are buying into the expansion narrative and willing to take high risk for that.

CPI is at a manageable level. this iran war will end sooner or later, straits of Hormuz will open, oil price will drop, inflation will be kept in check. all will be well again, man will adjust adapt to the new norm.

AI tech spending is still going strong, and AI is a real game changer, really impacting real life. now is the lull (sell in May & go away) but it is not dead, just stoop lower to jump higher

Indonesia can be the regional powerhouse of sustainable renewable energy (geothermal, hydro, solar). Singapore with a growing energy need is proactive to tap into this and grow it together with Indonesia.

this chip sell off is healthy, prices need to stoop down to rise higher, like movement preparation to leap

the world's top 3 semicon memory heavyweights: SK hynix, Samsung elec & micron. SK share price returns at 800% in a year so Micron has to catch up.