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基於長橋（新加坡）綜合賬戶計算

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dingdongbell

$NVIDIA(NVDA.US)Nvidia has retreated quite a bit and is hovering above strong support. There are not much catalysts on the horizon so not expecting price to do much but it is quite oversold and so a rebound from these levels will not be surprising. The overall market looks overstretched though so unless the overall macro environment improves considerably or Nvidia announces some major product development, the chances of a massive rally is but an optimistic projection.@Bridge Buzz SG

I was just discussing about the potential of Apple raising prices yesterday and they did! Typical of corporations to preserve their fat profit margins at the expense of consumers.

$AMD(AMD.US)AMD is a well known challenger who has famously done it against Intel and now is giving Nvidia a run for its money. It has carved out for itself a niche in the inference segment and is up against ARM as its closest competitor especially in the agentic AI arena. Technically though, she probably is still early in her cycle but she is due a breather and will probably pull back a bit before roaring ahead.@Bridge Buzz SG

What a way to announce that memory is here to stay. Micron’s results are amazing and showed how important memory is moving forward.

The market looks like it wants to pullback but the dip keeps getting bought which is rather impressive to be honest. But the capital is rotating within specific names so it is still wise to be cautious.

$SpaceX(SPCX.US)[Bearish] Great company, dangerous price.SpaceX may be one of the best private businesses ever built, but at USD 1.75T, the IPO feels priced like everything must go right immediately: Starlink scale, Starship success, launch dominance, xAI synergy, and no execution slips.My take: don’t chase the opening candle. I’d rather fade the hype and wait for real price discovery after the first wave of FOMO. Target zone to watch: USD 120–135 if early buyers start taking profit. Holding period: 3–6 months, only if support forms cleanly.Bull case is real long term, but short term this looks like a classic “amazing company, stretched entry” setup. My hedge is simple: stay cash-heavy, avoid leverage, and only buy if the chart proves demand can hold after the IPO fireworks.@Hotspot

Up and down the market goes again. The slightest of narratives are able to induce a sell off. Tells you how on the edge investors are.

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.

The market has sold off significantly at last. Not surprising looking at how euphoric it has become. It needs this breather. Still staying defensive.

$AMD(AMD.US)AMD is flying sky high now. Only a few months ago, she was stuck in no man’s land. And now she is soaring at the 500 levels. Inference and agentic AI has a huge part to play in the rally which has also seen the likes of ARM and even Intel making parabolic moves. But such moves have to make us think. Are the markets getting ahead of themselves? @Bridge Buzz SG

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?