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dingdongbell

I don’t see the hype with Google procuring Intel’s chips. They are just diversifying and in honesty, and if I remember correctly Intel has a deal with Nvidia with regard to AI chips isn’t it? Without Nvidia’s help, Google might not even have taken the risk.

$AMD(AMD.US)Broadcom is still trying to recover from the post earnings selloff. AMD is doing slightly better but looks heavy as well into a full pattern at the top.A healthy pullback looks likely and I am targeting awesome prices at the 320 levels which looks like strong support.I still think prices are a bit steep here and will wait for the discount.@Bridge Buzz SG

It’s about time market participants stops looking at narratives and realise the market does not care about that. The job numbers are good on paper and so they are worried about rate hikes. Its world cup season and the hires might be temporary hospitality and world cup related ones.

We are living in an age where a comment, a tweet or a post can move people. This is a good example of that where the only variable is a comment and the counter goes up by one third its price? No wonder influencers rule social media. What has the world come to? Don’t people think with their own brains nowadays?

The equity raises by big tech only goes to show that AI spend is going strong and they know that the first mover advantage is real. However valuations are stretched and a healthy breather will be good for the markets.

Looks like Singapore is very much an important cog of the AI supply chain and the exports data shows that clearly. As well Singapore is considered friendly to the US so that should support our GDP.

This market is either really bullish or are trapping the bulls. With prices so elevated and the charts looking so parabolic, I am being extra cautious. Still being defensive.

I think the market is getting ahead of itself and running on FOMO. Buying on hope and news sounds like retail buying and smart money distribution. I am staying defensive!

$GLD SG(GSD.SG)The market is so overstretched with so much FOMO and expectations. Even though gold has gone up quite a lot as well, at least it has a safe haven status attached to it and it is just above its 200MA on the daily now which should act as support. Staying defensive.@Bridge Buzz SG

Inflation subsiding might seem amazing but that also shows the impact of AI and how it might actually reduce the need to spend on services that used to be needed such as software services.